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亚洲中字慕日产2020|探索其作为文化载体的社会意义
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亚洲中字慕日产2020|探索其作为文化载体的社会意义

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热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  卫龙美味(09985)盘中涨超5%,高见17.66港元,逼近历史前高17.68港元。截至发稿,股价上涨3.46%,现报17.36港元,成交额7291.16万港元。

  大摩发布研报称,卫龙美味(09985)基本面在中国必需消费品板块中依然突出,预测其2025财年销售额将增长22%,将目标价由9.3港元上调至18.1港元。

  据该行的渠道检查,卫龙美味2025年首季度销售趋势乐观,同比增长约30%。与大多数其他必需消费品企业相比,在宏观环境尚未回暖情况下,这些数字表现突出。其中,魔芋产品是主要驱动力,去年销售贡献达54%。该行预测2025年魔芋销售额将增长30%以上,受到持续的渠道扩张、销售点增加及新口味渗透的推动。

  大摩提及,卫龙美味股价今年以来已上涨131%,认为其优于同业的基本面已基本反映在股价当中。考虑到魔芋种植周期较短,该行认为2025年下半年可能出现成本较低的魔芋原料,从而提供更好的入场时机。

财联社4月24日讯(编辑秦嘉禾)随着沙特政府逐步取消能源补贴,近期从物流到零售等行业的多家企业正加速转向太阳能发电,进一步节省能源成本并响应可持续发展目标。

近年来,沙特政府计划到2030年可再生能源在能源结构中占比达到50%、到2060年实现温室气体净零排放,推动一系列政策与项目落地,致力于实现可持续发展。

同时,根据国际货币基金组织(IMF)2022年发布的一份报告,沙特正进行能源补贴改革,通过有计划的逐步提高燃料价格,到2030年取消能源补贴。

多位业内人士指出,尽管推动可持续发展是一介长期目标,但在近期,能源补贴的逐步取消是沙特企业加装光伏的重要经济动因。

以沙特医疗保险公司FakeehCareGroup为例,其在吉达一处医院停车楼屋顶铺设太阳能电池板,2024年电费支出减少逾17万里亚尔。

该公司总裁MazenFakeeh表示:“太阳能的前期投入很大,但已经开始带来收益。我们成功降低了碳足迹,也减少了一定成本......这是一项长期投资。”

沙特医疗健康与消费品综合企业TamerGroup首席供应链官AmrElmansoury表示,公司在吉达和利雅得物流中心部署光伏板后,2024年节约能源支出超过44万里亚尔,接下来计划在两年内将光伏系统覆盖至所有主要配送中心。

此外,除沙特本土企业,包括宜家(IKEA)、葛兰素史克(GSK)在内一些跨国公司业也在推动其在沙特的子公司部署太阳能发电项目。

能源初创公司HaalaEnergy联合创始人Farisal-Sulayman指出,在沙特,不同行业对太阳能的接受度存在差异。

“商业领域的企业,如商场、仓库等,其支付的电价为每度电0.30里亚尔,他们对于加装光伏的投资回报更敏感;而工业企业的电价仅为0.18里亚尔,对采用太阳能发电的积极性不高。”

这股加速转向太阳能发电的趋势还得益于中国光伏企业的积极出海。在能源转型的驱动下,沙特对中国光伏产品需求旺盛。

据fDiMarkets数据,2021年至2023年10月,中国对沙特的绿地投资(GreenfieldInvestment)达216亿美元,其中约三分之一流向储能电池、太阳能、风能等清洁技术领域。

不过,相较于其他因素,沙特政府主导的财政与能源补贴改革才是企业加快转型的最主要推力。

日本能源经济研究所(InstituteofEnergyEconomics)高级研究员ShigetoKondo指出:“光伏价格下行虽有利好,但财政改革方向,尤其是能源补贴机制的调整,才是真正驱动沙特企业探索非化石能源路径的关键。”

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