Conservative hybrid funds cater to investors with a low to moderate risk profile who seek limited exposure to equities alongside a debt-oriented portfolio. Typically, 75–90 per cent of the corpus goes into debt and 10–25 per cent into equities. The high debt component provides stability and regular income, while the equity portion offers potential for growth.ICICI Prudential Regular Savings Fund (IRSF) belongs to this category and has delivered debt-plus returns consistently over the long term. Over the las ...

南方财经记者冯玉怡 珠海报道 郑大鹏表示，未来珠海将从三方面深化实践：打造全国数据要素市场化配置改革"先行区"，力争三年培 育1200家数据企业；构建数据赋能实体经济"示范区"，聚焦海洋、低空等领域打造标杆场景；建设数据 安全与治理"样板区"，确保数据价值安全释放，并预祝大赛圆满、参赛者斩获佳绩。 19支队伍展现"科技+数据"硬实力 当日，19支队伍紧扣赛道四大赛题，带来针对性创新项目，覆盖科技数据汇聚共享、科技领域AI大模 型开发、科学数据赋能产业创新、科研新范式变革等数据赋能科技创新关键领域。 9月8日，2025年"数据要素×"大赛广东分赛"科技创新"赛道决赛在珠海举行。作为珠海赛站开篇赛道， 赛事以"探索数据要素与技术突破深度融合"为核心，汇聚19 支队伍围绕科技数据治理、AI大模型开发 等方向竞技，集中展现数据为科技创新注入的新活力，为数字经济发展提供实践样本。 广东分赛由国家数据局指导，广东省政务服务和数据管理局主办，广州、深圳、珠海、东莞、江门、阳 江等6个地市承办，广东省数据要素产业协会执行。赛事聚焦重点行业领域设置工业制造等13个赛道， 并单独设置开放性创新赛道，深入推动数据要素赋能千行百业。 ...

DigitalBridge Group (NYSE:DBRG) Conference Summary Industry Overview - The infrastructure ecosystem is facing significant challenges with 57 companies competing globally for business [5] - This year is projected to be the largest in terms of capital expenditure (CapEx) deployment across the ecosystem [5] - The company emphasizes the importance of capital and power in the current market [6] Key Insights on Infrastructure - The demand for mobile infrastructure, particularly towers, is experiencing a resurgence, with leasing demand at its highest since 2013 [8] - Mobile data traffic is expected to increase between 3x and 5x, driven by the rise of AI and connected devices [9][11] - The number of connected wireless devices is projected to grow from 30 billion today to 60 billion by 2033 [11] - Machine-to-machine connectivity is identified as the fastest-growing area of data consumption in AI [12] Fiber and Tower Infrastructure - The company is optimistic about the mobile infrastructure sector, particularly due to the growth in machine-to-machine connectivity and AI inferencing [13] - There is a notable increase in new construction, with Vertical Bridge expected to deliver 1,000 towers this year, up from 800 last year [18] - The company is focusing on both residential and commercial fiber businesses, with significant investments planned [20][21] Data Center and Power Strategy - DigitalBridge is investing heavily in data centers, with an average spend of $10 million per megawatt, which has increased to $11-$12 million [30] - The company has a power bank of 22 gigawatts and aims to lease this capacity over the next three years [32] - The U.S. is facing a significant power gap, with a need for 200-300 gigawatts of new power generation [49] - DigitalBridge is exploring building grid-independent power solutions and microgrids to address power challenges [50][55] Financial Performance and Future Outlook - The company is focused on converting megawatts into carried interest, which is expected to significantly enhance its net asset value (NAV) [59] - Fee-related earnings (FRE) are projected to grow, with a goal of achieving a 40% margin by year-end [61] - DigitalBridge is transitioning from a digital REIT to a financial alternative space, which presents both challenges and opportunities [42] Conclusion - DigitalBridge is positioned to capitalize on the growing demand for digital infrastructure, particularly in mobile, fiber, and data center sectors, while addressing power supply challenges through innovative solutions [55][61]

Its stock market value reached $922 billion, leapfrogging the values of Artificial intelligence-related chip stocks also rallied, with Nvidia up 3.8%, Broadcom jumping 10% and Advanced Micro Devices climbing 2.4%. The PHLX chip index rose 2.3% to a record high. Data center power suppliers also benefited, with Constellation Energy, Vistra and GE Vernova all rising more than 6%.Live Events Apple, viewed by many investors as lagging in the race to dominate AI, declined 3.2%, sliding for a fourth straight se ...

All right. So, Mario, we're we're very much focused this morning on Oracle and its results. Um, big jump in its cloud infrastructure business.Has a lot of people talking here on Wall Street. Are you guys talking about that. The fact that we're seeing such growth in the needs when it comes to cloud infrastructure, which means there's also a growth in the need for power.Yeah, absolutely, Frank. So, Black & Beach has been doing critical infrastructure for over 110 years and uh we are deep into it. uh power is ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Power Sector in China - **Date**: August 25, 2025 - **Source**: Morgan Stanley Research Core Insights 1. **Power Consumption Growth**: National power consumption increased by 4.5% year-over-year (yoy) in the first seven months of 2025, compared to 3.7% in the first half of 2025. July 2025 saw a notable growth of 8.6% yoy, with all sub-sectors outpacing growth from 1H25 [2][8] 2. **Power Demand by Sector**: In July 2025, power demand growth by sector was as follows: primary (20.2% yoy), secondary (4.7% yoy), tertiary (10.7% yoy), and residential (18.0% yoy), all exceeding the growth rates of 1H25 [2][8] 3. **Total Power Generation**: Total power generation reached 5,470 billion kWh in 7M25, marking a 1.3% yoy increase. Solar and wind power generation rose significantly by 22.7% and 10.4% yoy, respectively, accounting for 17% of total power generation, up from 14% in 7M24 [3] 4. **New Power Capacity Additions**: China added 325 GW of power capacity in 7M25, a 75.7% yoy increase. This included 223 GW of solar capacity (up 81% yoy) and 54 GW of wind capacity (up 79% yoy). However, new installations in July were significantly lower than in May [4][8] 5. **Investment in Power Generation**: Investments in power generation capacity and power grid reached RMB 429 billion and RMB 332 billion in 7M25, reflecting increases of 3.4% and 12.5%, respectively [4] Additional Important Insights 1. **Decline in Monthly Installations**: Monthly new installations of solar and wind power in July were 11.0 GW and 2.3 GW, respectively, which represented a significant decline compared to 92.9 GW and 26.3 GW in May [4][8] 2. **Thermal Capacity Growth**: Newly installed thermal capacity increased by 16 GW in July, marking a 164% yoy increase, indicating a shift in energy generation strategy [4][8] 3. **Future Expectations**: The outlook for solar installations remains weak for the remainder of 2025, primarily due to low plant utilization rates [8] Conclusion The power sector in China is experiencing a rebound in consumption and generation, with significant growth in renewable energy sources. However, the decline in new installations of solar and wind power raises concerns about future capacity growth. The investment landscape appears positive, but challenges remain in maintaining momentum in renewable energy installations.

Indian tycoon Gautam Adani is adding more women leaders to his ports-to-power conglomerate as part of a push to diversify its boardrooms — a transformation that’s seeing talent drafted from within the family https://t.co/mKmDDYwh8P ...

Group 1 - The core viewpoint of the articles highlights the significant growth in electricity exports from Heilongjiang Province, with a projected total of 186 billion kilowatt-hours in 2024, representing a year-on-year increase of 19.2%, and for the first time, the export of renewable energy surpassing 100 billion kilowatt-hours [1][3][5] - The introduction of green electricity trading in Heilongjiang has enabled the province to supply stable power to major cities like Beijing, Tianjin, and Shanghai, utilizing surplus green energy generated at night [3][5] - The construction of the 500 kV transmission line project, which is part of the national photovoltaic and energy storage experimental platform, is expected to enhance the region's renewable energy collection capacity by 2 million kilowatts by the end of 2025 [5] Group 2 - Over the past five years, Heilongjiang has completed several 500 kV substation expansion projects, which have alleviated the pressure of renewable energy transmission in regions such as Suihua, Hegang, and Mudanjiang [5] - The installed capacity of renewable energy in Heilongjiang is projected to increase from 11.53 million kilowatts in 2020 to 28.5 million kilowatts by the end of May 2025, with a total addition of 16.97 million kilowatts during the 14th Five-Year Plan period [5]

Core Viewpoint - FLINT Corp. is initiating a recapitalization transaction aimed at significantly reducing debt and annual interest costs, simplifying its capital structure, and improving liquidity, ultimately positioning the company for future growth opportunities [1][5][10] Recapitalization Details - The recapitalization will be executed through a plan of arrangement under the Business Corporations Act (Alberta), involving the exchange of $135,335,053 in senior secured debentures for new common shares, which will represent approximately 90% of the total shares post-recapitalization [3][6] - Existing preferred shares will be extinguished, and holders will receive new common shares representing about 7.5% of the total shares post-recapitalization [3][6] - A share consolidation will occur at a ratio of one post-consolidation common share for every 40 pre-consolidation shares, resulting in existing common shareholders retaining approximately 2.5% of the total shares post-recapitalization [3][6] - Total debt will be reduced by approximately C$135,335,053, and annual cash interest expense will decrease by about C$10,826,804 [3][6] Stakeholder Support - Canso Investment Counsel Ltd., the largest shareholder and primary lender, has entered into a support agreement to vote in favor of the recapitalization [4][10] - Directors holding common and preferred shares have also agreed to vote in favor, representing approximately 6.9% of the issued common shares [4][12] Financial Advisory and Fairness Opinion - ATB Capital Markets has been engaged as a financial advisor, determining that the recapitalization is the most viable option for reducing debt and enabling growth [8] - Origin Merchant Partners has provided a fairness opinion to the Independent Committee, stating that the recapitalization is fair from a financial perspective for common and preferred shareholders [9][10] Required Approvals - The recapitalization requires approval from securityholders at separate meetings, with at least two-thirds of votes needed from each class of securityholders [13][15] - Regulatory approvals, including from the TSX and the Court of King's Bench of Alberta, are also necessary for the implementation of the recapitalization [15][14]

Core Insights - Constellation Energy Corporation and Vistra are positioned as key beneficiaries of the AI-driven surge in electricity demand, primarily due to their leadership in nuclear power [1][11] - Both companies have demonstrated strong price momentum, reflecting investor confidence in the long-term AI power theme [2] Constellation Energy Corporation - Constellation reported adjusted EPS of $1.91, exceeding the consensus estimate of $1.84, with GAAP EPS at $2.67 and revenue of $6.10 billion, surpassing expectations [3] - The quarter's performance was bolstered by its zero-carbon nuclear fleet, favorable clean energy credits, and increased demand from corporate buyers, including a significant 20-year power agreement with Meta Platforms [4] - The company is on track with its acquisition of Calpine and continues to show growth and earnings visibility supported by clean energy policy trends [4] Vistra - Vistra's adjusted EBITDA was $1.35 billion, slightly down from $1.41 billion year-over-year, while revenue increased by approximately 10% to $4.25 billion, though it fell short of consensus [7] - The company announced a definitive agreement to acquire seven natural gas facilities with a total capacity of around 2,600 MW, enhancing its geographic diversification and supporting rising electricity demand from AI data centers [8] - Despite a decline in net income due to higher costs, Vistra reaffirmed its full-year guidance and raised its 2026 EBITDA outlook above $6.8 billion [7] Industry Trends - The rising electricity consumption linked to AI, cloud computing, and hyperscale data centers is creating a significant demand for reliable, low-emission baseload power, particularly from nuclear and clean generation [11] - Both Constellation and Vistra provide investors with exposure to this structural shift, combining stable utility cash flows with long-term growth potential [12] - The earnings reports from both companies reinforce their leadership in the evolving energy economy, with expanding margins and strong forward guidance indicating continued momentum [13]