NextEra Energy's latest agreements with Meta and WPPI for power supply through solar and nuclear energy respectively underline the growing demand for clean energy. Nuclear energy, which has delivered 158% price returns over the past three years, is the focus of my investing group Green Growth Giants . Through a dynamic portfolio as well as regular updates on the sector and key stocks, it can be just what you need to make your investments in the decarbonization economy pop. Start your trial today .Since I la ...

Investment Director Stephen Rosser said the new policy is expected to generate approximately £40 million of investable cash over the next five years , while maintaining what management described as a “healthy” and “attractive” dividend that remains cash covered. Rosser also said NESF back-tested the payout policy over the past three financial years (April 2022 to March 2025) and stated it would have produced a dividend range of 7.2p to 8.2p each year.NESF said it will move from a fixed pence-per-share divid ...

investment, and is currently constructing more than 600 megawatts (MW) of new capacity. The company also partnered with local utilities to develop and build 480 MW of solar energy, ensuring each project was successfully integrated into their communities. In the last two years, Arevon has completed $5.1 billion in project financings and closed on a $600 million corporate revolver to fund continued company growth. With a 7 GW development portfolio and continued investment in new projects, Arevon is solidifyin ...

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Modi said India’s push to expand solar power and promote electric vehicles would reduce its fuel needs https://t.co/Wh2BieOayM ...

Ac t i o n | 10 Mar 2026 05:39:48 ET │ 17 pages Ningbo Deye Technology (605117.SS) Earnings and TP Lifts Expecting More Residential ESS Demand CITI'S TAKE We reiterate Buy on Deye for (i) near doubling yoy of energy storage system (ESS) inverter volume demand growth in 1Q26E, benefiting from fast- growing global residential ESS demand amid power shortages, especially in emerging markets; (ii) positive catalyst from incremental ESS demand from Europe stimulated by energy price hikes amid the Middle East conf ...

The full text of the 15th Five Year Plan (FYP) reaffirms a tech-led, supply-centric growth strategy for 2026–30, with only a calibrated tilt toward consumption. Although raising consumption's share in GDP is highlighted as a key objective, the Plan offers only qualitative guidance. By contrast, the Plan provides explicit, quantifiable innovation and productivity targets ranging from R&D intensity and digital economy share to labor productivity, making technology upgrades and infrastructure the more actionab ...

Market Overview - On March 11, the Shanghai Composite Index fluctuated and turned positive, with the ChiNext Index rising over 2% during the session. By midday, the Shanghai Composite Index increased by 0.05%, the Shenzhen Component Index rose by 0.85%, and the ChiNext Index was up by 1.74%. The total trading volume in the Shanghai and Shenzhen markets reached 1.67 trillion yuan, an increase of 70.2 billion yuan compared to the previous trading day, with over 3,200 stocks declining across the market [1]. Sector Performance - The green energy sector experienced a surge, with Green Power gaining two consecutive trading limits and energy-saving wind power stocks hitting the daily limit. The energy storage sector was also active, with Zhejiang Chint Power hitting the daily limit and Sungrow Power increasing by over 10%. The lithium mining sector showed strong performance, with Weiling Co. achieving two trading limits in four days [3]. - The chemical sector rebounded, with Jinpu Titanium Industry, Guangdong Guanghua, and Baichuan Co. all hitting the daily limit. Huatai Securities reported that recent uncertainties in Iran have raised global concerns about oil and gas supply, leading to a price surge in global energy and chemical products. The resilience of China's energy and chemical industry is expected to be stronger than that of overseas companies, and a stable supply chain may lead to a global inventory replenishment, benefiting leading companies with complete industrial chains [3]. Individual Stock Highlights - Contemporary Amperex Technology Co., Ltd. (CATL) saw its A-share price rise over 6%, surpassing 400 yuan, while its Hong Kong stock increased by about 9%, reaching around 600 Hong Kong dollars. The company recently reported better-than-expected financial results, projecting a revenue of 423.7 billion yuan for 2025, a 17% year-on-year increase, and a net profit of 72.2 billion yuan, up 42% year-on-year [6]. - The stock of UCloud, which has seen a 42% increase over the past three days, experienced a decline of nearly 3% by midday, trading at 50.11 yuan per share, with a market capitalization of 22.9 billion yuan. UCloud announced that its product development and commercialization progress related to the "OpenClaw" concept may not meet expectations, leading to high uncertainty regarding future revenue and profitability [6]. Industry Insights - Liu Youhua, a wealth research director at Paipai.com, cautioned that the phenomenon of "raising lobsters" is a combination of the AI technology landing in the industry and short-term market speculation, highlighting the need for rational consideration of its dual nature. On one hand, there are risks of market speculation, as some concept stocks may have overvalued their fundamentals, making them susceptible to corrections. On the other hand, increased competition from major companies may intensify competition, making it difficult for smaller firms to maintain their technological advantages [8]. - According to Guolian Minsheng Securities, the impact of OpenClaw on the industry is comparable to the ChatGPT moment, marking a significant milestone in AI industry development and validating the enormous computing power demand brought by AI agents. The brokerage predicts that 2026 may be a critical year for accelerated AI penetration and application, expressing strong optimism for multi-modal applications such as AI agents and generative video [9].

未来能源&具身智能产业政策专题 摘要： [Table_Summary] 未来能源首次纳入政府工作报告，与具身智能同列未来产业 产业观察 [table_Header]2026.03.10 能源启新程，具身驭未来——2026 年"两会" 产业研究中心 2026 年政府工作任务中，在产业体系建设方面，建立未来产业投入增长和风险 分担机制，培育发展未来能源、量子科技、具身智能、脑机接口、6G 等未来产 业。在绿色低碳经济方面，要设立国家低碳转型基金，培育氢能、绿色燃料等 新增长点；在碳达峰碳中和方面，实施碳排放总量和强度双控制度，完善碳排 放统计核算、碳足迹管理体系，进一步扩大碳排放权交易市场覆盖范围。 "十五五"规划纲要草案：17 项重大工程聚焦未来能源与具身智能 重大工程项目是五年规划实施的重要抓手，"十五五"规划纲要草案 17 项重大 工程涉及未来能源与具身智能。引领新质生产力发展方面，包括具身智能、新 型电池、绿色氢能、可控核聚变。构建现代化基础设施体系方面，包括重大水 电及水风光一体化基地、"沙戈荒"等新能源基地、海上风电基地、沿海核电、 电力输送通道、电力互济工程、天然气管网。推动绿色低碳转型方面，包括重 ...

MILPITAS, Calif. & HERZLIYA, Israel--(BUSINESS WIRE)--SolarEdge Technologies, Inc. ("SolarEdge†or the "Company†) (Nasdaq: SEDG), a global leader in smart energy technology, announced today that Chief Financial Officer Asaf Alperovitz has notified the Board of Directors of his decision to step down to pursue a chief financial officer role at a public company outside of the industry. The Board of Directors is initiating a process to identify a replacement CFO. Mr. Alperovitz will continue to ser. ...