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储能运营新模式:英国储能巨头签署789MW长期保底协议
GRID虽未具体说明,但通常超出底价的收益由所有者和承购方共享。这与容量租赁协议不同 ——后者由承购方为项目的部分或全部容量及财务表现支付费用,不涉及收益或利润分成。 GRID补充称,保底收入不包括项目的容量市场(CM)收益,该部分收入 2026 年将达到 1100 万英镑,这意味着最低总收入将达到 4600 万英镑。 与此同时,与 Octopus 的 568MW 容量租赁协议每年提供 4300 万英镑收入中包含了容量市 场收入,因此两份协议难以直接比较。 文 | 中关村储能产业技术联盟 英 国 最 大 的 电 池 储 能 运 营 商 之 一 Gresham House Energy Storage Fund (GRID) 已 与 Statkraft 和 Markel Bermuda 签署了长期保底协议,这些协议将在明年与章鱼能源 Octopus 的容量租赁协议到期后部分替代原有合作。 今年6月5日,GRID曾与Octopus签署了一项世界最大的电池租赁协议。协议内容显示,GRID的 14个项目与Octopus Energy的一家子公司签订了为期两年的固定价格合同。这些项目的总容量 为 568MW/920MW ...
《2025年北京市重点实验室申报指南》发布,聚焦智能制造与装备等关键领域(附申报建议及案例)
仪器信息网· 2025-07-10 04:08
1. 申报重点领域 北京市重点实验室的布局将紧密围绕北京国际科技创新中心建设,重点支持以下领域: 新一代信息技术(如人工智能、大数据、5G/6G通信等); 智能制造与装备(如工业互联网、智能机器人、高端装备制造等); 新材料(如高性能材料、纳米材料、新能源材料等); 新能源(如清洁能源、储能技术、碳中和相关技术等)。 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们 的推送。 7月9日, 北京市科学技术委员会、中关村科技园区管理委员会联合发布了《2025年北京市重 点实验室申报指南》(京科机发〔2025〕135号), 正式启动本年度北京市重点实验室申报 工作 。2025年北京市重点实验室申报工作紧密围绕北京国际科技创新中心建设的重点任务, 聚焦本市重点产业方向和前沿科技领域。申报领域 涵盖新一代信息技术、 医药健康、智能制 造与装备、新材料、新能源、农业科技 、智慧城市等关键领域。 ( 文 末 附 申 报 案 例 ) 医药健康(如生物医药、医疗器械、精准医疗等); 智能制造与装备作为核心方向之一,将重点关注工业自动化、智能检测、数字孪生、工业软件 等 ...
“区校共生”助力西湖区探索科技成果转化新范式
Hang Zhou Ri Bao· 2025-07-10 02:26
活动背后,正是西湖区与西湖大学"区校共生"模式的生动演绎——姜汉卿团队研发的柔性变刚度机 械臂,从机械臂细分赛道突围,已斩获韩国订单;李旭团队研发的"高维生物学+AI驱动药物发现平 台",摘得2025国际生物医疗创赛的创新大奖;王睿团队带来的钙钛矿太阳能电池为新能源汽车、无人 机等提供全新解决方案……这些前沿领域的科技成果,是西湖大学成果转化图谱的一角。据统计,西湖 大学孵化项目已有42家落地西湖区,总估值近180亿元,成为区域经济高质量发展的核心引擎。 近日,西湖区为企服务品牌活动"西湖链链看"迎来西湖大学科技成果转化专场。现场,西湖交互与 遐龄荟、西湖心辰与西湖康养集团、西湖阳光与之江城投集团等7对"CP"达成战略合作,涵盖智慧康 养、光储设备、生命健康等领域。 这些硬科技正在加速走进大众生活,展现了从实验室到市场的转化速度。"模块化设计适配90%的 人形机器人及轮椅、护理床等设备,由于机械臂的柔性设计,未来可广泛应用于医疗和家庭服务等多种 场景。"西湖交互有关负责人黄紫虹说,让实验室技术真正服务社会,企业正积极对接西湖区内的康养 场景。 数据的说服力更为直观:西湖区已连续三年夺得"科技创新鼎",科技成果 ...
A股盘前播报 | 特朗普第二波征税函来袭 英伟达(NVDA.US)市值一度突破4万亿美元
智通财经网· 2025-07-10 00:33
盘前要闻 1、特朗普第二波征税函来袭:覆盖八个国家,巴西关税50%迄今最高 类型:宏观 情绪影响:负面 自8月1日起,美国将对菲律宾产品征收20%的关税,对文莱和摩尔多瓦征25%关税,对阿尔及利亚、伊 拉克、利比亚和斯里兰卡征30%关税;另外对巴西产品征收50%的关税,特朗普称这源于美巴不可持续的 贸易逆差,以及巴西审判前总统博索纳罗。 2、英伟达历史性突破4万亿美元市值!巩固其全球资本市场的AI核心地位 类型:公司 情绪影响:正面 周三美股早盘,英伟达股价一度涨近2.8%至164.42美元,总市值短暂突破4万亿美元,成为全球第一家 达到这一里程碑的公司。华尔街也长期看好英伟达,有分析师将英伟达目标价从175美元上调至250美 元,这一水平相当于约6万亿美元的市值。 3、国办印发!加大稳就业政策支持力度,扩大以工代赈政策覆盖范围 类型:宏观 投资锦囊:市场参与者的偏见是市场价格偏离基本面的主要原因。理解这些偏见并利用它们,是投资成 功的关键。 情绪影响:正面 国务院办公厅印发《关于进一步加大稳就业政策支持力度的通知》。《通知》明确,支持企业稳定就业 岗位。扩大稳岗扩岗专项贷款支持范围,激励企业扩岗吸纳就业。扩 ...
NuScale Power: A Nuclear Stock Soaring on Speculation -- Or Something More?
The Motley Fool· 2025-07-09 22:00
NuScale's nuclear tech is powering up Wall Street's imagination. Is the stock a game changer or a ticking time bomb?NuScale Power (SMR 1.08%) stock has doubled, but the company still hasn't delivered a working reactor. Is this artificial intelligence (AI)-powered energy bet the next big thing -- or just another Wall Street fad? Discover what's fueling the small modular reactor (SMR) craze and whether NuScale is a brilliant breakthrough or a speculative trap.*Stock prices used were the market prices of July ...
Summit Midstream Corporation Announces 2024 K-3 Tax Form Availability
Prnewswire· 2025-07-09 21:00
Group 1 - Summit Midstream Corporation (SMC) has made its 2024 Schedule K-3 packages available online for common and preferred unitholders [1][2] - Common unitholders can access their Schedule K-3 at a specified website, while preferred unitholders have a different link for access [1] - SMC provides assistance for unitholders needing help with their Schedule K-3 through email and phone support [1] Group 2 - A limited number of unitholders, particularly foreign unitholders and those needing to compute a foreign tax credit, may require detailed information from Schedule K-3 for their tax reporting [2] - It is encouraged for unitholders to review the information on Schedule K-3 and consult with tax advisors if necessary [2] Group 3 - SMC focuses on developing, owning, and operating midstream energy infrastructure assets in key unconventional resource basins across the continental United States [3] - The company provides services such as natural gas, crude oil, and produced water gathering, processing, and transportation under long-term, fee-based agreements [3] - SMC operates in five major basins: Williston, Denver-Julesburg, Fort Worth, Arkoma, and Piceance, and has an investment in Double E Pipeline, LLC for interstate natural gas transportation [3]
Antero Midstream Announces Second Quarter 2025 Return of Capital and Earnings Release Date and Conference Call
Prnewswire· 2025-07-09 20:15
Group 1 - Antero Midstream Corporation declared a cash dividend of $0.225 per share for Q2 2025, amounting to an annualized rate of $0.90 per share [2] - The dividend will be payable on August 6, 2025, to stockholders of record as of July 23, 2025, marking the 43rd consecutive quarterly dividend since the company's IPO in November 2014 [2] - The company repurchased approximately 1.0 million shares for about $16.8 million during Q2 2025, with $426 million remaining under its $500 million share repurchase program as of June 30, 2025 [2] Group 2 - Antero Midstream plans to release its Q2 2025 earnings on July 30, 2025, after the close of trading on the New York Stock Exchange [3] - A conference call to discuss the financial and operational results is scheduled for July 31, 2025, at 10:00 am MT, with a Q&A session for analysts to follow [3] - The company provides access to the live webcast and related earnings conference call presentation on its website, with an archive available until August 7, 2025 [3] Group 3 - Antero Midstream Corporation operates midstream gathering, compression, processing, and fractionation assets in the Appalachian Basin, along with integrated water assets servicing Antero Resources Corporation's properties [4]
Navigating Solar Headwinds: 3 Stocks Built to Last
MarketBeat· 2025-07-09 20:10
Core Insights - The One Big Beautiful Bill (OBBB) Act has been enacted, introducing new rules that may weaken the U.S. clean energy sector, particularly solar power, by eliminating several incentives [1][2] - Despite the negative impact on solar companies, the Senate version of the bill has softened some provisions, suggesting that the industry may not face as dire a situation as previously feared [2][3] Summary of Key Provisions - The OBBB Act cancels the 30% tax credit for residential solar systems, which will expire on December 31 of this year, significantly ahead of schedule [4] - Utility and commercial projects will see a phase-out of the 30% tax credit after 2027, with projects started after 2029 losing the credit entirely, although projects initiated within 12 months of the bill's passage are exempt [4] - The act has removed an excise tax on imported solar modules and eased timelines for commercial projects, which may provide some relief to the solar sector [3] Company-Specific Insights - **NextEra Energy**: - One of the largest diversified clean energy companies in the U.S., with 33,000 megawatts of operating energy in 2023 [5] - The stock trades at a P/E ratio of 27.5, slightly below its 10-year average, with projected EPS growth of 26% in 2024 and 7.2% in 2025 [6][7] - **First Solar**: - Focuses on domestic manufacturing of solar modules, which may provide a competitive edge under the new regulations [9] - The Royal Bank of Canada has increased its price target for First Solar from $188 to $200, with an average analyst price target of $228.69, indicating significant upside potential [10] - **Nextracker**: - Sold nearly $3 billion worth of solar trackers in the last year, primarily used in large utility-scale projects, which may shield it from the impacts of tax credit phase-outs [11] - The stock trades at a P/E ratio of 19, with a net profit margin of 17.21% and a quarterly revenue increase of 15% year-over-year [12]
X @Investopedia
Investopedia· 2025-07-09 17:01
Shares in AES Corp. are jumping in early trading Wednesday as the renewable energy firm reportedly explores selling itself, among other options, as it faces takeover interest. https://t.co/aF5xjKrl5o ...
Voltalia SA: Total number of shares and voting rights in the share capital as of June 30, 2025 
Globenewswire· 2025-07-09 16:30
Total number of shares and voting rights in the share capital as of June 30, 2025 (Articles L. 233-8 (II) of the French Commercial Code and 223-16 of the General Regulations of the French Financial Markets Authority) Date Total number of shares in the capital Number of theoretical voting rights Number of exercisable voting rights 06/30/2025 131 318 716220 406 383219 988 392 Next on the agenda: Q2 2025 Turnover, July 23, 2025 (after market close) About Voltalia (www.voltalia.com)Voltalia is an international ...