Leidos (LDOS) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Stuart Davis - Senior Vice President, Investor RelationsThomas Bell - CEOChris Cage - Executive VP & CFOJoshua Korn - Assistant VP, Equity ResearchSheila Kahyaoglu - Aerospace & Defense and Airlines Equity ResearchColin Canfield - DirectorMariana Pérez Mora - DirectorJason Gursky - Managing DirectorTyler Barishaw - Equity Research AssociateScott Mikus - Director – Aerospace, Defense & Space ResearchKen Herbert - Managing Direc ...

民营经济参与能源领域发展 建设进入快车道 二、能源领域民营经济发展环境优化完善 （一）提升能源基础设施建设运营效率：激活市场"鲶鱼效应"。 民营经济参与能源基建的核心价 值在于打破传统垄断格局，通过市场化机制重构资源配置逻辑。民营企业通过灵活的投融资机制 和市场化管理模式，可以显著缩短投资决策周期并优化资源配置效率，这种效率提升不仅有利于 加速能源基础设施的规模化布局，更有利于通过混合所有制改革实现国有资产保值增值。 （二）提高能源市场参与主体多元化水平：培育生态"新物种"。 民营资本的深度介入有利于打破 传统能源市场的垄断格局，推动形成多元化竞争生态。民营经济的加入不仅是市场主体数量的简 单增加，更带来了商业模式的颠覆性创新。这种主体结构的优化不仅有利于增强市场定价机制的 科学性，更有利于打破单一主体主导的市场结构，促进国有企业与民营企业在能源领域形成优势 互补、良性竞争的发展生态，可以为能源体系注入市场化活力与创新动力。 （三）提升能源关键核心技术科技创新能力：构建技术"策源地"。 新型电力系统建设已从单一技 术攻关转向系统性变革，在储能技术、智能电网控制等核心技术方面仍存在短板弱项。民营企业 凭借贴近市 ...

促进能源领域民营经济高质量发展 习近平总书记在民营企业座谈会上强调，新时代新征程民营经济发展前景广阔、大有可为。在能源 领域，民 营经济正以创新基因和市场活力参与、融入和推进能源转型变革，成为落实"四个革 命、一个合作"能源安全新战略的重要力量。近日， 《国家能源局关于促进能源领域民营经济发展 若干举措的通知》（以下简称《通知》）印发 ，进一步明确了能源领域民营经济发展的重点方向 和支持举措，是能源领域深入贯彻落实习近平总书记重要讲话精神的关键举措，也是引导民营经 济在助力能源绿色低碳转型和新型能源体系建设中做大做优做强的重要抓手。 一、聚焦重点方向提升能源领域民营经济发展动能 《通知》从能源基础设施投资建设、能源新模式新业态发展、能源科技创新、能源生产性服务需 求四个方面着手，明确了民营企业参与的重点领域和环节、国家支持和鼓励的方式，为能源领域 民营经济发展壮大指明了方向。 二、有效市场和有为政府相结合护航能源领域民营经济发展 《通知》聚焦能源领域民营经济发展的痛点与需求，通过完善市场机制与优化政府服务相结合， 打造更优发展环境，为能源领域民营经济发展壮大助力护航。 一是明确民营企业参与能源基础设施投资建设 ...

白宫预算提案：将取消能源部超过150亿美元的基础设施投资和就业法资金。 ...

智通财经APP获悉，美国能源基础设施服务商广达服务(PWR.US)周四强势上涨，成为标普500指数中表 现最亮眼的股票之一，单日涨幅高达9.3%，收于319.82美元。而同样在财报公布后上涨的微软 (MSFT.US)今日涨幅为7.63%。尽管年初以来广达服务涨幅仅为1.2%，该股过去12个月已累计上涨超过 25%。 此次大涨主要受益于公司一季度财报超出市场预期以及全年业绩指引上调的提振。随着美国电力需求持 续上升，这家总部位于休斯顿的能源承包商也正迎来更强劲的发展势头。 财报超预期 收入与盈利双双报喜 尽管财报表现强劲，Quanta也指出，由于总统特朗普推行的关税政策及对外贸易关系紧张，宏观经济前 景存在不确定性，公司担忧这可能引发衰退风险。 不过公司强调，大多数合同条款限制了其直接承担因关税上涨带来的成本，但客户自身的供应链成本和 运营压力可能会影响后续项目的开展。 为应对潜在风险，Quanta表示，已采取措施优化自身供应链，包括"战略性提前采购"和寻找新的供应 商，以降低成本并保障物料供应。 上调全年指引 乐观展望未来 尽管面临宏观挑战，Quanta管理层仍保持谨慎乐观态度，并在此次财报中上调了全年业绩预 ...

Solaris Oilfield Infrastructure (SEI) Q1 2025 Earnings Call April 29, 2025 09:00 AM ET Company Participants Yvonne Fletcher - SVP - Finance & IRWilliam Zartler - Founder, Chairman & CEOKyle Ramachandran - CFO & PresidentStephen Gengaro - Managing DirectorDerrick Whitfield - Managing DirectorThomas Meric - Director - Energy TransitionJeff LeBlanc - Director - Equity ResearchSean Mitchell - Managing Partner Conference Call Participants Derek Podhaizer - Senior Research AnalystDon Crist - Research AnalystBobby ...

金十数据4月28日讯，据两位知情人士透露，预计德国保守党将提名凯瑟琳娜•赖希（Katherina Reiche） 为德国下一任经济部长。德国政府将于周一公布一系列任命。赖希自2020年初以来一直担任区域能源基 础设施公司Westenergie公司的首席执行官，Westenergie是欧洲最大的电网运营商意昂集团的子公司。现 年51岁的赖希在1998年至2015年期间曾担任德国议会议员，并在环境部和交通部担任议会秘书。 消息人士：德国保守党将提名能源企业高管赖希为经济部长 ...

1. Report Industry Investment Rating No information provided in the content. 2. Core Viewpoints of the Report - This week, the public REITs market showed a downward trend, with an increase in trading volume. Among equity - type public REITs, only warehousing and logistics REITs rose, while park infrastructure REITs had the highest decline. Most public REITs products fell this week [1][9]. - As of April 25, 2025, a total of 66 public REITs had been issued, with a total issuance scale of 174.5 billion yuan. Since 2025, 7 public REITs have been issued, and 1 new public REIT was issued in April 2025, with a scale of 1.4 billion yuan. Additionally, 23 public REITs funds are waiting to be listed [2][29]. - There were significant policy and market developments this week, including the listing of Shenzhen's first private warehousing and logistics REIT, the approval of the country's first collective - economy - type REITs, the establishment of a public REITs special investment fund by First Journey Holdings and other institutions, and Guangdong's support for more eligible private capital projects to issue infrastructure REITs [3][34]. - Currently, in the context of an asset shortage, public REITs have the advantages of high dividends and medium - low risks, with high cost - performance and allocation opportunities. The market is expected to continue to expand, and its activity is expected to further increase [4][39]. 3. Summary by Relevant Catalogs 3.1 Secondary Market: This Week, the Public REITs Market Declined - Index Performance: As of April 25, 2025, the China Securities REITs Index fell 1.83% from last week to 847.02, and the China Securities REITs Total Return Index was 1058.94, down 1.43% from last week. The equity - type and franchise - type public REITs indices fell 1.62% and 1.30% respectively from last week [9]. - Trading Volume and Turnover: This week, the total trading volume of the REITs market was 677 million shares, up 5.78% from last week, and the trading amount was 2.947 billion yuan, up 3.40% week - on - week. The market's interval turnover rate was 3.61%, compared with 3.49% last week [11]. - Performance by Asset Type: Among equity - type public REITs, park infrastructure, affordable rental housing, ecological and environmental protection, and consumer infrastructure REITs fell 4.69%, 2.38%, 0.95%, and 0.40% respectively, while warehousing and logistics REITs rose 0.54%. Among franchise - type public REITs, energy infrastructure, water conservancy facilities, transportation infrastructure, and municipal facilities REITs fell 3.13%, 0.66%, 0.38%, and 0.28% respectively [12][16]. - Trading Volume and Turnover by Type: Most types of public REITs saw a decline in trading volume. Warehousing and logistics, energy infrastructure, and transportation infrastructure REITs had a week - on - week increase in trading volume of 190.98%, 2.18%, and 1.48% respectively, while others declined. In terms of turnover, most types also decreased, except for warehousing and logistics REITs, which had an increase [19][21]. - Single - Target Performance: Among the 65 public REITs, 16 rose and 49 fell. The top gainers were CICC Chongqing Liangjiang Industrial Park REIT, E Fund Huawai Farmers' Market REIT, and Hua'an Waigaoqiao Warehousing and Logistics REIT, with weekly gains of 6.4%, 4.3%, and 2.5% respectively. The top losers were Soochow Suzhou Industrial Park Industrial Park REIT, Huaxia Hefei High - tech Industrial Park REIT, and AVIC Jingneng Photovoltaic REIT, with weekly losses of 11.1%, 7.1%, and 6.7% respectively [23]. 3.2 Primary Market: 23 Public REITs Funds are Waiting to be Listed - Issuance Situation: As of April 25, 2025, a total of 66 public REITs had been issued, with a total issuance scale of 174.5 billion yuan. In 2024, 29 REITs were issued, with a scale of 64.6 billion yuan. Since 2025, 7 public REITs have been issued, and 1 was issued in April 2025, with a scale of 1.4 billion yuan [29]. - Pending Listings: As of April 25, 2025, 23 public REITs funds are waiting to be listed, including 13 for initial offerings and 10 for secondary offerings. In terms of project status, 7 have passed, 11 have been feedbacked, 4 have been questioned, and 1 has been accepted. By type, there are 7 park - type, 1 consumer infrastructure - type, 4 warehousing and logistics - type, and 4 affordable rental housing - type in the industrial REITs category, and 3 energy - type and 1 ecological and environmental protection - type in the franchise - type [30]. 3.3 Public REITs Policies and Market Dynamics - Listing of Shenzhen's First Private Warehousing and Logistics REIT: On April 21, Southern SF Logistics REIT was successfully listed on the Shenzhen Stock Exchange, with a total raised capital of 3.29 billion yuan [34][35]. - Approval of the Country's First Collective - Economy - Type REITs: On April 23, "Huajin - Yuanlian - Loufeng Street Lianchuang Industrial Park Asset - Backed Special Plan" (ABS) was officially approved by the Shanghai Stock Exchange, becoming the country's first approved collective - economy - type REITs project [36]. - Establishment of a Public REITs Special Investment Fund: On April 24, First Journey Holdings announced the joint establishment of Beijing Pingzhun Infrastructure Real Estate Equity Investment Fund with China Life Insurance, Caixin Life Insurance and other institutions. The target scale of the fund is 10 billion yuan, and the first - closing scale is 5.237 billion yuan [37]. - Guangdong's Support for Private Capital Projects: On April 25, the General Office of the People's Government of Guangdong Province issued a notice, supporting private capital to participate in major project construction and increasing the cultivation and application of infrastructure REITs projects [38]. 3.4 Investment Suggestions - Market Trends: This week, the REITs index showed a downward trend, but the trading amount increased. Only warehousing and logistics REITs rose, while park infrastructure REITs had the highest decline. Southern SF Logistics REIT was listed on the Shenzhen Stock Exchange this week [39]. - Market Outlook: Since the beginning of this year, 7 public REITs have been established, with a total scale of over 10 billion yuan. Additionally, 23 REITs funds are waiting to be listed, and the market is expected to continue to expand, with increased activity. In the context of an asset shortage, public REITs have high cost - performance and allocation opportunities [4][39].

加拿大能源基础设施公司South Bow裁减原油交易团队。 ...

智通财经4月12日电，加拿大能源基础设施公司South Bow裁减原油交易团队。 ...