企查查APP显示，近日，泸州卓英堂光伏发电有限公司成立，法定代表人为苏熙凌，注册资本50万元， 经营范围包含：太阳能发电技术服务；太阳能热发电产品销售；节能管理服务等。企查查股权穿透显 示，该公司由九州通（600998）间接全资持股。 ...

Core Insights - Star Royalties Ltd. has provided an update on Green Star Royalties Ltd.'s royalty portfolio and corporate strategy, highlighting the challenges faced in the carbon markets and the decision to terminate future capital commitments to the CarbonNOW program [1][3][4]. Carbon Markets Update - North American carbon markets are experiencing significant headwinds, leading to reduced carbon credit pricing and demand due to factors such as the U.S. withdrawal from the Paris Agreement and economic uncertainties [2]. - A key carbon credit offtaker has announced solvency issues, further impacting market conditions [2]. Green Star's Strategic Decisions - Green Star's management has reassessed the economic feasibility of its assets, resulting in the termination of commitments to the CarbonNOW program due to elevated risks and a deteriorating return profile [3][6]. - The decision was unanimously supported by joint-venture partners, with a focus on reallocating capital to high-quality, cash-flowing royalties in decarbonization projects [4][6]. Portfolio Updates - Green Star has acquired gross revenue royalties from NativState LLC on Improved Forest Management projects, actively engaging with brokers to monetize carbon offsets [8][10]. - The company is exploring various monetization strategies, including long-term offtakes and direct sales [10]. Project Highlights - Project ACR 912 and Project ACR 913 involve sustainably managed forestland in Arkansas, with expected carbon offset issuances by the end of 2025 [12][13]. - The Elizabeth Metis Settlement Forest Carbon Project is set to complete baseline inventory measurement by late 2025, with carbon credit issuance anticipated by 2027 [18]. - The Lac Seul First Nation Forest Carbon Project currently lacks a viable path for carbon credit generation, with future updates pending [19]. Corporate Strategy - Star Royalties aims for an 80% focus on precious metals and 20% on green initiatives, including carbon credits and cleantech [20]. - Green Star, 46% owned by Star Royalties, was established to provide exposure to carbon markets and ESG themes, with a focus on cash-flowing opportunities [21][22]. - The company remains optimistic about future value creation despite current market challenges, believing in the royalty model's fit for carbon markets [22][23]. Mining Portfolio Outlook - The mining royalty portfolio outlook has improved, with rising gold prices exceeding US$3,300/oz, and the Copperstone Gold Project expected to generate significant cash flows upon resuming production in mid-2026 [23][24]. - The company anticipates several de-risking events and milestones across its mining assets, aiming to close the valuation gap with its market capitalization [27].

Company Leadership Transition - New Energy Equity announced the promotion of Josh Kunkel to Chief Executive Officer effective June 1, 2025, as part of a planned transition [1] - Matt Hankey, the co-founder and current CEO, will take on a new role as Emerging Technologies Officer at ALLETE while remaining on the New Energy Equity Board of Directors [1][2] Company Growth and Achievements - Under Matt Hankey's leadership, New Energy Equity has grown to over 125 employees and has implemented over 270 solar projects across the United States, totaling 600MW and more than $1.5 billion in project investment [2] - The company focuses on developing, financing, operating, and managing solar power generation assets, providing clean electricity to various customers under long-term contracts [4] Future Outlook - Josh Kunkel expressed confidence in leading the company into its next phase of growth, emphasizing the strong foundation built by Hankey and the team [2][3] - ALLETE CEO Bethany Owen highlighted Kunkel's results-driven leadership and commitment to the company's culture and mission, indicating a positive outlook for New Energy Equity's future in the renewable energy industry [3]

Core Points - New Energy Equity's Lift as We Climb Foundation donated $100,000 to Civic Works to enhance solar access for Baltimore households [1][4] - The donation will enable 80 households to receive free solar installations, potentially reducing their electricity bills by 80% to 100% [4] - Civic Works aims to strengthen communities through education and skills development while increasing access to clean energy [5] Company Overview - New Energy Equity LLC, a subsidiary of ALLETE, specializes in developing, financing, operating, and managing solar power generation assets, with over 550MW of solar projects developed and more than $1.2 billion in clean energy investments closed [9] - The Lift As We Climb Foundation was established by New Energy Equity to support local communities through charitable donations, focusing on solar energy projects, education, and workforce training [10] Community Impact - The funding will allow Civic Works to expand its rooftop solar team by hiring two new employees, ensuring sustainable solar deployment in the community [4] - Melvin Brennan, Director of Energy Programs at Civic Works, expressed gratitude for New Energy Equity's commitment to clean energy and its values [7][8]

Group 1 - In the first two months of 2025, China's non-financial direct investment abroad reached $22.97 billion, marking a year-on-year increase of 9.1% [2] - Chinese enterprises invested $5.52 billion in countries participating in the Belt and Road Initiative, which is a 17.6% increase compared to the previous year [2] - The total revenue from foreign contracted projects in the same period was $18.34 billion, showing a decline of 5.6%, while new contract amounts increased by 28.7% to $35.34 billion [3] Group 2 - As of the end of February, the total installed power generation capacity in the country reached 3.4 billion kilowatts, reflecting a year-on-year growth of 14.5% [5] - Solar power generation capacity reached 930 million kilowatts, with a significant year-on-year increase of 42.9%, while wind power capacity grew by 17.6% to 530 million kilowatts [5] - The average utilization hours of power generation equipment decreased by 61 hours compared to the same period last year, totaling 505 hours [5] - Investment in power generation projects by major power enterprises reached 75.3 billion yuan, a slight increase of 0.2%, while investment in grid projects surged by 33.5% to 43.6 billion yuan [5]