（来源：光明日报） 转自：光明日报 在贵州省六盘水市的群山中，丹霞山上的护国寺与远山上的风力发电机遥遥相望。 长大涂光伏电站位于浙江省宁波市象山县，上层空间用于发电，下层滩涂用于水产养殖，是国内首个大 型海岸潮间带滩涂光伏项目。 在青海省海西蒙古族藏族自治州冷湖镇，货车在运输风机叶片。 在浙江省宁波舟山港穿山港区，风力发电机为港区持续提供绿色动能。 在山东省滨州市黄升镇堤圈村，村民在菜棚和车顶上安装光伏板用于补电。 在青海省海南藏族自治州的塔拉滩光伏产业园，牧民在光伏板间放起了"光伏羊"。 戈壁滩上的甘肃敦煌光电产业园。 【新时代记录】 茫茫戈壁，光伏面板向阳铺展；连绵山脉，风机叶片迎风起舞。近年来，我国在能源领域不断取得 新突破，以光伏发电、风力发电等为代表的新能源产业蓬勃兴起。 在青海省海西蒙古族藏族自治州冷湖镇的无人区，风机正拔地而起。在甘肃省的敦煌光电产业园， 排列整齐的光伏发电板采用跟踪式支架，可以自动追随太阳的方位。从空中俯瞰，曾经荒凉的戈壁滩， 如今穿上了闪亮的光电"盔甲"。 近些年，我聚焦新能源题材，走访山东、浙江、贵州、青海、甘肃等地，尝试以影像构建一幅中国 新能源发展的全景图。 从戈壁深处 ...

Core Viewpoint - In a low-yielding environment, several companies are prioritizing dividend payments, offering significantly higher yields compared to the S&P 500's record low of around 1.1% [1][2]. Company Summaries - **Ares Capital**: Offers a 9.6% dividend yield, focusing on debt and equity investments in private middle-market companies. The company has maintained a stable to growing dividend for 16 years and committed to invest $3.9 billion in new and existing portfolio companies during Q3 [4][5]. - **Brookfield Renewable Partners**: Currently yields 5.5%, significantly higher than its corporate counterpart. The company generates steady cash flow through long-term power purchase agreements and plans to increase its dividend by 5% to 9% annually [7][8]. - **Energy Transfer**: Provides an 8.2% yielding distribution, operating a diversified platform of energy midstream assets. The company plans to invest $5.2 billion in growth projects in 2026, supporting a projected annual payout increase of 3% to 5% [9][11]. - **Starwood Capital**: Yields 10.4% and has diversified its portfolio beyond floating-rate commercial mortgages to include residential and infrastructure lending. The recent acquisition of Fundamental Income Properties for $2.2 billion aims to enhance dividend sustainability [12][13]. - **Vici Properties**: Offers a 6.5% yield, investing in high-quality properties secured by long-term net leases. The REIT has grown its dividend at a 6.6% compound annual rate since 2018 and has announced a $1.2 billion sale-leaseback transaction to support future growth [16][17]. Investment Opportunity - Companies like Brookfield Renewable, Energy Transfer, Ares Capital, Starwood Capital, and Vici Properties are highlighted as strong dividend stocks for 2026, backed by sustainable financial profiles and prioritizing shareholder payouts [18].

Group 1: Market Overview - Global green bond and loan issuance has reached a record $947 billion in 2023, with stock market gauges for renewables set for their first annual gains since 2020, outperforming the S&P 500 significantly [1][17] - Asia-Pacific companies and government-linked issuers raised $261 billion from green debt, marking a 20% increase from the previous year, with China leading with a record $138 billion in green bond issuance [7][18] - The amount of outstanding green bonds has grown at a 30% compound annual rate over the past five years, now accounting for about 4.3% of the global total [9][18] Group 2: Investment Trends - Green investments are increasingly viewed as core infrastructure and industrial plays, with capital flowing towards areas with clear revenue visibility and policy backing, such as grid upgrades and renewables tied to electrification [3][18] - Easing US interest rates and refinancing needs may boost global green bond sales to as much as $1.6 trillion next year [10][18] - Clean-energy indexes from S&P Dow Jones Indices and WilderShares have surged 45% and 60% respectively, although both remain below their 2021 peaks [10][18] Group 3: Regional Insights - US green debt issuance fell 7% to $163 billion this year, while fundraising in Germany remained steady at approximately $79 billion [13][18] - India has emerged as a hotspot for renewable-energy IPOs, with 11 listings raising over $1 billion and another six companies seeking more than $3 billion [11][18] - Strong interest from foreign banks in India has intensified competition, squeezing financing margins by 5% to 10% on renewable energy projects [13][18] Group 4: Challenges and Future Outlook - Sales of sustainability-linked debt have slumped about 50% this year to $165 billion amid greenwashing concerns, while transition bond issuance has more than halved to $10.9 billion [14][18] - Global sustainable debt volumes stood at about $1.6 trillion this year, down more than 8% from 2024 [16][18] - Changes to European fund rules may allow asset managers to define what qualifies as a sustainable investment, potentially reversing current trends over the next two years [15][18]

Core Insights - Green Rain Energy Holdings expresses gratitude to shareholders and partners while emphasizing its commitment to innovation and sustainability in the renewable energy sector as it enters 2026 [2]. Company Overview - Green Rain Energy Holdings Inc. is a clean-energy development company based in Wyoming, operating through subsidiaries Green Rain Solar Inc. and Green Rain Development [3]. - The company focuses on electric vehicle (EV) charging networks, solar installations, and energy-efficiency programs, utilizing a scalable Energy Service Company (ESCO) model to generate performance-based revenue without incurring debt or diluting shareholder equity [3]. Future Outlook - The company aims to continue delivering renewable energy solutions that empower communities and contribute to environmental protection [2].

Core Insights - PowerBank Corporation has successfully launched the DeStarlink Genesis-1 satellite, marking a significant milestone in its collaboration with Smartlink AI, aimed at developing solar-powered infrastructure in space [1][2][3] Company Developments - The Genesis-1 satellite is now operational and producing solar power as it orbits the Earth, validating PowerBank's vision of extending solar-powered infrastructure beyond terrestrial limits [2][3] - The satellite's deployment establishes the foundation for a planned constellation that will integrate advanced capabilities, including AI inference and blockchain verification, with further expansions expected to begin in 2026 [3][12] - PowerBank's collaboration with Orbit AI is focused on advanced solar energy systems and thermal control solutions, which are critical as the satellite constellation scales [5][12] Market Opportunities - The Orbital Cloud initiative positions PowerBank at the intersection of three megatrends: renewable energy, artificial intelligence, and decentralized computing, with market projections exceeding $700 billion over the next decade [2][6] - The satellite data services market is expected to grow from approximately $12.16 billion in 2024 to about $55.24 billion by 2034, reflecting a compound annual growth rate (CAGR) of around 16.3% [9] - In-orbit data centers are projected to increase from $1.77 billion in 2029 to $39.1 billion by 2035, indicating a significant shift in compute workloads migrating to space [16] Strategic Positioning - PowerBank's expertise in solar energy systems positions the company to support the transition of computing infrastructure beyond terrestrial constraints, leveraging continuous energy availability in space [10][11] - The company aims to play a crucial role in the "Execution Layer" of orbital systems, focusing on solar power generation and adaptive thermal management technologies [9][12]

Core Insights - The utilities sector is currently experiencing a trend of oversold stocks, presenting potential investment opportunities in undervalued companies [1] Group 1: Oversold Stocks - AXIA Energia SA (NYSE:AXIA) has an RSI value of 28.9, indicating it is oversold, with a stock price decline of approximately 20% over the past five days and a 52-week low of $8.78 [5] - Renew Energy Global PLC (NASDAQ:RNW) has an RSI value of 27.3, also indicating it is oversold, with a stock price drop of around 28% over the past month and a 52-week low of $5.04 [5] Group 2: Stock Performance - AXIA shares rose 0.2% to close at $9.07 on Wednesday, with an Edge Stock Rating of 91.92 for momentum and 93.51 for value [5] - Renew Energy Global shares gained 1.5% to close at $5.50 on Wednesday, with an Edge Stock Rating of 9.61 for momentum and 95.80 for value [5] Group 3: Strategic Developments - Renew Energy Global signed a long-term agreement with Google for a new 150 megawatt solar project in Rajasthan, India, highlighting the company's role in supporting India's clean energy transition and global sustainability commitments [5]

The most oversold stocks in the utilities sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players in ...

ACCIONA Energía has commenced supplying renewable energy from its Logrosan biomass plant located in Caceres, Spain, to the grid. The plant has a capacity of 50 megawatts (MW) and is expected to produce 380 gigawatt-hours (GWh) of electricity per year, avoiding more than 187,000 tonnes (t) of carbon dioxide emissions annually. This carbon reduction is equivalent to taking 60,000 conventional cars off the road or planting 9,000 trees. The facility is projected to consume 275,000 metric tonnes (mt) of bio ...

Core Insights - ArcelorMittal S.A. (MT) has announced three new renewable energy projects in India, which will double its renewable energy capacity in the country to 2 GW and increase its global capacity to 3.3 GW [1][9] Group 1: Project Details - The Amaravati plant will feature a solar capacity of 36 MW, leading to annual CO2 savings of 0.04 million tons, with completion expected in the first half of 2027 [2] - The Bikaner plant will have a solar capacity of 400 MW and battery energy storage of 500 MW, resulting in annual CO2 savings of 0.65 million tons, projected to be completed by early 2028 [2] - The Bachau plant is planned to include 250 MW of wind and 300 MW of solar capacity, along with 300 MWh of integrated battery storage, expected to save 0.9 million tons of CO2 annually, with completion anticipated in the first half of 2028 [3] Group 2: Financial and Operational Impact - The total estimated cost for the three projects is $0.9 billion, and the generated power will be supplied to AMNS India, a joint venture between ArcelorMittal and Nippon Steel [4] - Combined with a previous 1 GW renewable project in India, these initiatives will lead to total annual CO2 savings of 4 million tons and fulfill 35% of the electricity needs for AMNS India's Hazira steelmaking operations [5] - The renewable energy projects in India, along with similar initiatives in Brazil and Argentina, will contribute to a total of 3.3 GW of electrical power generation once operational [5] Group 3: Market Performance - Over the past year, ArcelorMittal's shares have increased by 94.5%, outperforming the industry average rise of 45.2% [6]

Key Takeaways NEE plans to add 36.5-46.5 GW of new wind and solar capacity through 2027 as clean power demand rises.Dominion is transitioning regulated utilities toward cleaner power, backed by long-term contracted assets.Canadian Solar forecasts 25-30 GW of module shipments and 14-17 GWh of energy storage deliveries for 2026.Global investments in renewable energy have reached record levels as governments and companies increase their focus on climate goals. Strong policy support and rising demand for clean ...