Xinyi Solar Holdings 株価情報 (OTC: XISHY)

最新ニュース Xinyi Solar Holdings (OTC:XISHY) 株価情報

Xinyi Solar Holdings Ltd is an investment holding company. Along with its subsidiaries, it is engaged in the production and sale of solar glass products and the development and operation of solar farms. The company's operating segments include sales of solar glass and solar farm business, which includes solar farm development and solar power generation. A majority of its revenue is generated from the sales of solar glass. Geographically, it derives maximum revenue from Mainland China, followed by other areas in Asia, North America and Europe, and other regions.

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XYIGY

「新エネルギー、2024年上半期の純利益は25％から35％減少」と発表リー・シー・タ氏中国は、世界屈指の再生可能エネルギー生産国であるため、新たな太陽光発電所を猛スピードで建設してきた。しかし、急激な太陽光発電所の増設により、中国の多くの太陽光発電所が過剰供給に苦しんでいるとも言われている。

太陽エネルギー生産国である中国　エネルギー問題に直面

XINYI SOLAR HLDG UNSP/ADR by Xinyi Solar Holdings Limited

Xinyi Solar Holdings Ltd

WIIM

HOOD

HOOD stock has given up its prior gain. Robinhood Markets shares were trading higher after Keybanc raised its price target on the stock from $60 to $110.

Goldman Sachs analysts are cautiously optimistic about the prospect of major U.S. banks returning more capital to shareholders <a href="https://www.benzinga.com/topic/dividend-stocks">through buybacks and dividends</a>. 
Thanks to regulatory changes and strong results in the Federal Reserve's latest stress tests (CCAR), the top five banks are sitting on an estimated $90 billion in excess capital.
The firm believes banks will gradually raise dividends and continue buybacks, especially as new Fed rules free up an estimated $5.5 trillion in balance sheet capacity. This gives banks more flexibility, especially in stressful times.
Among individual banks, Goldman Sachs names Bank of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) and Wells Fargo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>) as the "best-positioned stocks."  
<ul class="wp-block-list">
<li>Bank of America stands out for its strong interest income growth (projected 7% annually through 2026), cost discipline, and potential benefit from regulatory reform. Goldman sees upside to both earnings and capital returns, making the stock attractive at current valuations. The analyst rated the stock as Buy, with the price target lifted from $52 to $56.</li>
<li>Wells Fargo, with its regulatory asset cap lifted, is expected to boost growth in core banking and trading businesses. Cost-cutting efforts and efficiency improvements could lift profits significantly, with up to 19% earnings upside forecast. The stock is also rated Buy, with the price target raised from $86 to $92.</li>
</ul>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/595e3a7c988ca80001dc7d9c/richard-ramsden">Analyst Richard Ramsden</a> also revised estimates ahead of the second-quarter results of five other U.S. banks:
<ul class="wp-block-list">
<li>Citigroup Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>) &#8211; rated Buy, with price target raised from $85 to $96.</li>
<li>JPMorgan Chase &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) &#8211; rated Buy, with price target raised from $305 to $323.</li>
<li>US Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>) &#8211; rated Neutral, with price target raised from $46 to $49.</li>
<li>PNC Financial Services Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNC#NYSE">PNC</a>) &#8211; rated Neutral, with price target raised from $178 to $196.</li>
<li>Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) &#8211; rated Neutral, with price target raised from $136 to $147.</li>
</ul>
Ramsden expects banks to report sequential NII (net interest income) growth in the second quarter, due to an uptick in loan growth. The trading revenue environment "remains healthy" in the near term, he added.
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/06/46158087/big-banks-pass-feds-2025-stress-test-with-ease-but-some-say-it-was-too-easy">Big Banks Pass Fed&#8217;s 2025 Stress Test With Ease—But Some Say It Was Too Easy</a></li>
</ul>
Image: Shutterstock

Analyst Color

Federal Reserve

$90 Billion Capital Cushion Points To Serious Bank Shareholder Payday: Goldman Sachs

When Grant from Houston called into "<a href="https://www.youtube.com/watch?v=jrjjwWIHIHk">The Ramsey Show</a>," he wasn't looking to stir up family drama. But the story he shared had all the makings of a long-brewing family crisis — one that financial expert Dave Ramsey and John Delony weren't about to sugarcoat.
For decades, Grant's older brother — now 59 — has leaned on their parents for financial support. Loans, bailouts, bad decisions. And now, with their parents in their 80s, things have escalated again.
"They have just recently made me and my brother power of attorney," Grant said.
Ramsey didn't hesitate: "Well, that's useless."
Don't Miss:
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<li>Invest early in CancerVax's breakthrough tech aiming to disrupt a $231B market. <a href="https://www.benzinga.com/money/this-company-may-have-found-a-way-to-treat-cancer-by-tricking-the-bodys-immune-system-and-early-studies-show-some-promise-find-out-how-you-can-invest-in-the-future-of-cancer-treatment">Back a bold new approach to cancer treatment with high-growth potential.</a></li>
</ul>
<h2 class="wp-block-heading">Twenty Years of Enabling</h2>
It wasn't just a one-time loan or an occasional favor. As Grant explained, his brother has a long track record of asking for help — and getting it. Two loans on his own house. And now, he&#8217;s persuaded their elderly father to take out a home equity loan on their house.
<a href="https://www.benzinga.com/personal-finance/financial-advisors/25/06/46157845/dave-ramsey-caller-is-trying-to-beat-1-8-million-in-debt-with-no-chips-or-haircuts-my-doctor-says-i-need-a-healthy-work-life-balance">Ramsey</a> told Grant his parents didn't have the money to do this if they were taking out loans. "They do," Grant said, "But my dad did not want to sell appreciated stocks in an investment account. So he thought it was easier to take out some equity as opposed to realize a capital gain."
That didn't sit right with Ramsey and Delony.
"Any guy that asks his 80-year-old father to put his house on the block because he's two HELOCs under his own house is just a person who's a mooch," Delony said. He recommended Grant have a serious conversation with his parents about the situation to let them know how he's feeling about all this, even if the conversation doesn't go how Grant would like.
Trending: Tired of Grid Failures and Charging Deserts? This Startup Has a Solar Fix and $25M+ in Sales — <a href="https://www.benzinga.com/money/meet-the-company-seeking-to-give-americans-energy-independence-and-learn-how-you-can-become-an-early-investor">Now Raising at $3/Share</a>
<h2 class="wp-block-heading">A Role With No Power</h2>
When Grant mentioned the <a href="https://www.benzinga.com/personal-finance/25/05/45458742/who-can-be-my-financial-power-of-attorney-if-i-dont-have-anyone-suze-orman-advises-listener-who-doesnt-have-family-or-children">power of attorney</a> arrangement, Ramsey was blunt. "I probably tell him, ‘If he&#8217;s on it. I&#8217;m not,'" he said. "This is setting up World War III."
The problem, according to both hosts, is that the parents are trying to avoid conflict by treating both sons equally on paper — even when one clearly has a history of <a href="https://www.benzinga.com/personal-finance/25/03/44389026/youre-scared-and-you-should-be-dave-ramsey-tells-29-year-old-with-nearly-1-million-of-debt-hes-going-to-destroy-her-life-as-she-knows-it">poor financial choices</a>. And while that might seem fair, it's actually a recipe for long-term chaos, especially after the parents pass away.
"They&#8217;re wanting you to tell him no because they&#8217;ve never had the backbone to," Ramsey said. "Your dad's a wimp."
<h2 class="wp-block-heading">What Grant Should Do Next</h2>
Rather than confronting his brother, Ramsey urged Grant to take a different path.
"Go talk to your dad," he said. "Say, ‘Listen, I'm not okay with this guy mooching off y'all…And I don't want to be power of attorney with him.'"
See Also: Named a TIME Best Invention and Backed by 5,000+ Users, Kara's Air-to-Water Pod Cuts Plastic and Costs — <a href="https://www.benzinga.com/money/americans-spend-1000-per-year-on-plastic-water-bottles-kara-pod-gives-you-clean-drinking-water-by-pulling-moisture-from-the-air">And You Can Invest At Just $6.37/Share</a>
Delony added that Grant doesn't have to be part of the dysfunction to be helpful. He said to tell them, "‘I want to take care of you in your old age. But I can't manage you…and my older brother, who still can&#8217;t be on his own two feet."
<h2 class="wp-block-heading">The Bigger Picture</h2>
Grant's call resonated because it touched on something so many people face: <a href="https://www.benzinga.com/personal-finance/25/01/43217370/i-dont-think-im-ever-going-to-retire-how-gen-x-is-getting-squeezed-between-kids-aging-parents-and-600-billion-in-unpaid-care">aging parents</a>, unequal siblings, and the fallout when tough conversations are postponed for too long.
The message from Ramsey and Delony was clear — clarity now can prevent crisis later. And in families, silence can be far more expensive than speaking up.
Read Next: <a href="https://www.benzinga.com/money/mark-cubans-advice-for-lotto-winners">Many are surprised by Mark Cuban's advice for lotto winners: Cash or annuity?</a>
Image: Shutterstock

Personal Finance

59-Year-Old Brother 'Mooches' Off Parents For Years And They Just Made Him Power Of Attorney — Dave Ramsey Says 'Your Dad's A Wimp'

Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) has outperformed the market over the past 15 years by 2.97% on an annualized basis producing an average annual return of 15.42%. Currently, Thermo Fisher Scientific has a market capitalization of $157.61 billion. 
Buying $1000 In TMO: If an investor had bought $1000 of TMO stock 15 years ago, it would be worth $8,531.04 today based on a price of $417.76 for TMO at the time of writing.
<h3>Thermo Fisher Scientific's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751382922_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Trading Ideas

If You Invested $1000 In This Stock 15 Years Ago, You Would Have This Much Today

Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) has outperformed the market over the past 5 years by 4.19% on an annualized basis producing an average annual return of 18.42%. Currently, Alphabet has a market capitalization of $2.12 trillion. 
Buying $100 In GOOGL: If an investor had bought $100 of GOOGL stock 5 years ago, it would be worth $232.84 today based on a price of $174.58 for GOOGL at the time of writing.
<h3>Alphabet's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751382796_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

GOOGL

$100 Invested In This Stock 5 Years Ago Would Be Worth This Much Today

Morgan Stanley analyst Craig Hettenbach initiates coverage on Omada Health (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OMDA#NASDAQ">OMDA</a>) with a Overweight rating and announces Price Target of $25.

Price Target

Initiation

Analyst Ratings

OMDA

Morgan Stanley Initiates Coverage On Omada Health with Overweight Rating, Announces Price Target of $25

Morgan Stanley analyst Daniela Haigian assumes CarMax (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMX#NYSE">KMX</a>) with a Overweight rating and announces Price Target of $80.

Morgan Stanley Assumes CarMax at Overweight, Announces Price Target of $80

In January 2025, the U.S. dollar was charging toward its 2022 highs, riding a wave of investor optimism as Donald Trump returned to the White House. Wall Street was betting on tariffs and domestic tax cuts to<a href="https://www.benzinga.com/markets/economic-data/25/06/46146713/trump-dollar-outlook-tariffs-debt"> strengthen the greenback.</a>
However, just six months later, the narrative turned on its head.
The dollar has posted its worst first-half performance since 1991, with the U.S. Dollar Index—a widely followed gauge of dollar strength on Wall Street—down more than 10% year-to-date, hitting levels not seen since September 2021.
Now, the dollar's sharp decline is no longer just a trader's concern. 
It's starting to bite American tourists, who are discovering that their dream vacations abroad—from croissants in Paris to cocktails in Cancun—come with a noticeably higher price tag.
Here are five favorite destinations where U.S. travelers are feeling the squeeze this summer.
<h2 class="wp-block-heading">Paris: That Croissant Just Got A Lot Fancier</h2>
The euro – as tracked by the Invesco CurrencyShares Euro Currency Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXE#NYSE">FXE</a>) – has gained 14% against the dollar this year, sending the exchange rate above 1.18 euros per dollar. 
That means American travelers are now getting less than 0.83 euros per dollar at current exchange rates, as the dollar extended its losing streak to 10 consecutive sessions on July 1—a run not seen since 2003.
Whether it&#8217;s a rooftop view of the Eiffel Tower or a walk along the Seine, your dreamy Parisian holiday is now pricier. 
In May 2024, the average daily rate (ADR) in Paris was $193 when converted into dollars, according to ArRoi, a platform that tracks Airbnb Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>) prices.
By May 2025, that figure climbed to $207. If July follows last year's seasonal spike when ADR hit a peak of $220, prices this month could push above $235, assuming similar trends.
<h2 class="wp-block-heading">London: More Pounds, Fewer Dollars</h2>
The British pound – as tracked by the Invesco CurrencyShares British Pound Sterling Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXB#NYSE">FXB</a>) – has gained 9% against the dollar in 2025, with one dollar now buying just 0.72 pounds.
London's ADRs on Airbnb jumped from $154 in May 2024 to $216 this year—a staggering 40% increase. 
With July 2024's ADR at $176, this summer could see London rentals reach $245, based on similar growth.
So if you're eyeing fish and chips by the Thames or a Harry Potter studio tour, prepare to pay London prices in full.
Read also: <a href="https://www.benzinga.com/news/25/06/46171994/emerging-markets-stocks-dollar-outlook">A Weaker Dollar Just Unlocked A Surprise 2025 Winner — And Smart Money Is Moving In</a>
<h2 class="wp-block-heading">Rio de Janeiro: Samba With A Stronger Real</h2>
The Brazilian real has appreciated by 13% against the dollar so far in 2025, making travel to Rio de Janeiro more expensive, even during the off-season.
Rio's average nightly Airbnb cost climbed to $75 in May 2025, up from $64 a year earlier. Food, transportation and tourist attractions are also eating into budgets as the dollar's value shrinks.
Brazil's natural beauty remains breathtaking, but your beachside caipirinha is now served with a stronger exchange rate.
<h2 class="wp-block-heading">Cancun: Peso Packs A Punch</h2>
Even neighboring Mexico is less of a budget-friendly haven this year. While Cancun's cost per night has held steady at around $72, the Mexican peso's gains are making everything else—from margaritas to excursions—more expensive.
You're now getting just 18.70 pesos per dollar, a sharp 9% drop from the 20.70 pesos you would've received at the start of the year.
According to Numbeo, a typical restaurant dinner for two in Cancun now costs 1,000 pesos, or more than $50—and that's before you even order the margaritas.
Toss in tips, taxis and tourist excursions, and your wallet starts feeling the peso's punch.
<h2 class="wp-block-heading">Bangkok: Still Budget—But No Longer A Steal</h2>
If Bangkok is on your list for a bachelor party or epic friends' getaway, get ready to spend a bit more this year.
Thailand remains a budget destination, but inflation and currency changes are closing that gap. 
The Thai baht has strengthened 7% in 2025, while Bangkok's average nightly Airbnb rate has surged from $39 in May 2024 to $51 this year.
If July follows last year's trend—when ADR hit $42—travelers could now be facing nightly rates near $60, a price they didn't even see during peak season in January.
Still cheaper than Western Europe, but not the bargain it once was.
<h2 class="wp-block-heading">The Bottom Line</h2>
What started as a dollar resurgence in early 2025 has turned into a historic slump, leaving U.S. tourists footing higher bills across nearly every major destination abroad. 
With the U.S. Dollar Index down over 10%—its worst start to a year since 1991—the greenback's weakness is hitting travelers where it hurts: their vacation budgets.
That dream summer trip abroad now comes with a steeper price tag, and the dollar simply doesn't go as far as it did just a year ago. 
Read now: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/forex/25/06/46175116/weaker-dollar-stocks-beneficiaries-foreign-revenue">Dollar&#8217;s Biggest Crash In Decades: These 7 Stocks Could Win Big</a></li>
</ul>
Photo: Shutterstock

Currency ETFs

Forex

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Econ #s

Economics

ETFs

ABNB

CurrencyShares British Pound Sterling Trust

A Sinking Dollar Is Making Your Dream Vacation Way More Pricey This Year

<a href="https://about.fb.com/news/2025/07/centralized-campaigns-ai-support-businesses-whatsapp/" title="https://about.fb.com/news/2025/07/centralized-campaigns-ai-support-businesses-whatsapp/">https://about.fb.com/news/2025/07/centralized-campaigns-ai-support-businesses-whatsapp/</a>

'Meta Introduces Centralized Marketing Campaigns, Expanded AI Support And Calling Options For Businesses Using WhatsApp' - Meta Newsroom

Maxim Group analyst Thomas Forte initiates coverage on Fossil Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOSL#NASDAQ">FOSL</a>) with a Buy rating and announces Price Target of $5.

FOSL

Maxim Group Initiates Coverage On Fossil Group with Buy Rating, Announces Price Target of $5

BMNR

BitMine Immersion Technologies Shares Resume Trade

International Game Technology Shares Resume Trade

Maxim Group analyst Thomas Forte initiates coverage on Alliance Entertainment (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AENT#NASDAQ">AENT</a>) with a Buy rating and announces Price Target of $10.

AENT

Maxim Group Initiates Coverage On Alliance Entertainment with Buy Rating, Announces Price Target of $10

Novo Nordisk A/S&#8217; (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) executives allegedly ignored internal warnings that the company was unprepared to launch its <a target="_blank" href="https://www.benzinga.com/topic/weight-loss" rel="noreferrer noopener">obesity drug Wegovy</a>.
As rival Eli Lilly and Co.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) Zepbound gains momentum, the Danish pharmaceutical giant is grappling with the fallout of those early decisions.
Wegovy, approved in the U.S. in mid-2021, marked a major advancement in obesity treatment and helped Novo generate $46 billion in net profit since then.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/health-care/25/06/46139132/spain-accuses-novo-nordisk-of-covert-advertising-for-prescription-weight-loss-drugs" rel="noreferrer noopener">Spain Accuses Novo Nordisk Of Covert Advertising For Prescription Weight-Loss Drugs</a>
But the company has struggled to keep pace with Lilly&#8217;s Zepbound, which has surpassed Wegovy in weekly new prescriptions this year.
Amid concerns over its competitiveness in the weight-loss market, Novo is undergoing a leadership shake-up, including <a target="_blank" href="https://www.benzinga.com/news/management/25/05/45466201/ozempic-maker-novo-nordisk-looks-for-new-chief-jorgensen-steps-down" rel="noreferrer noopener">the recent dismissal</a> of CEO Lars Fruergaard Jorgensen and earlier departures like U.S. chief Doug Langa.
Sources told Reuters that during tense internal meetings, sales and marketing staff warned Langa about launching Wegovy too quickly after FDA approval.
They urged a delay until supply and insurance coverage were more secure. With a <a target="_blank" href="https://www.benzinga.com/25/05/45252150/novo-nordisk-expects-fda-decision-for-oral-wegovy-by-end-of-2025-reports-mixed-q1-earnings" rel="noreferrer noopener">list price of up to $1,300 per month</a>, many patients found the drug unaffordable without insurance, and Novo missed an opportunity to build a more stable launch pad while Lilly&#8217;s market entry was still years away.
However, company leadership in Copenhagen held to conservative sales expectations through 2025, Reuters report highlighted, underestimating the scale of demand driven by the global obesity epidemic. Former employees said Novo had internal indicators pointing to stronger uptake but failed to adjust its strategy accordingly.
The consequences were swift. Wegovy&#8217;s launch was plagued by supply shortages, leaving patients without doses and discouraging new users. The high cost also pushed some patients toward the gray market of compounded drugs.
Novo further faced criticism for pricing Wegovy significantly higher than its diabetes drug Ozempic, while Lilly entered the market with Zepbound at $1,080 and provided steep discounts through its LillyDirect pharmacy.
One former insider claimed that Novo hesitated to offer competitive rebates to pharmacy benefit managers (PBMs), limiting the drug&#8217;s accessibility.
This reluctance hurt relationships with insurers and failed to secure broader coverage, placing Novo at a disadvantage compared to Lilly&#8217;s aggressive pricing and reimbursement strategies.
Recently, Novo Nordisk launched its weight-loss drug Wegovy (semaglutide) in India to <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/46076029/novos-india-move-could-reshape-the-weight-loss-drug-war-with-eli-lilly" rel="noreferrer noopener">compete with Eli Lilly</a>.
Price Action: NVO stock is trading higher by 0.13% to 69.11 at last check Tuesday.
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/fda/25/07/46192989/mesoblast-targets-accelerated-fda-approval-for-heart-failure-drug-revascor" target="_blank" rel="noreferrer noopener">Mesoblast Targets Accelerated FDA Approval For Heart Failure Drug Revascor</a></li>
</ul>
Photo by Tobias Arhelger via Shutterstock

Biotech

Large Cap

Health Care

Media

Novo Nordisk Ignored Internal Warnings On Wegovy Launch Preparedness: Report

BitMine Immersion Technologies Shares Halted On Circuit Breaker To The Upside, Stock Now Up 74.2%

Financial giants have made a conspicuous bearish move on Constellation Energy. Our analysis of options history for Constellation Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>) revealed 17 unusual trades.
Delving into the details, we found 17% of traders were bullish, while 76% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $1,504,487, and 10 were calls, valued at $1,069,836.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $250.0 to $380.0 for Constellation Energy over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Constellation Energy's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Constellation Energy's whale trades within a strike price range from $250.0 to $380.0 in the last 30 days. 
<h3>Constellation Energy 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751382203_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CEG</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$8.0</td>
<td>$7.7</td>
<td>$7.95</td>
<td>$270.00</td>
<td>$405.0K</td>
<td align="right">954</td>
<td>1.2K</td>
</tr>
<tr>
<td>CEG</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$8.0</td>
<td>$7.7</td>
<td>$7.77</td>
<td>$270.00</td>
<td>$321.9K</td>
<td align="right">954</td>
<td>449</td>
</tr>
<tr>
<td>CEG</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$8.3</td>
<td>$8.0</td>
<td>$8.34</td>
<td>$270.00</td>
<td>$309.4K</td>
<td align="right">954</td>
<td>1.9K</td>
</tr>
<tr>
<td>CEG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$61.4</td>
<td>$60.3</td>
<td>$60.3</td>
<td>$250.00</td>
<td>$301.5K</td>
<td align="right">85</td>
<td>53</td>
</tr>
<tr>
<td>CEG</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$8.4</td>
<td>$7.9</td>
<td>$8.23</td>
<td>$270.00</td>
<td>$257.0K</td>
<td align="right">954</td>
<td>1.5K</td>
</tr>
</tbody>
</table>

<h3>About Constellation Energy</h3>
Constellation Energy Corp producer of carbon-free energy and a supplier of energy products and services. The company offers generating capacity that includes nuclear, wind, solar, natural gas, and hydroelectric assets. It sells electricity, natural gas, and other energy-related products and sustainable solutions to various types of customers, including distribution utilities, municipalities, cooperatives, and commercial, industrial, public sector, and residential customers in markets across multiple geographic regions. Its operating segments and reporting units are Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions.
Having examined the options trading patterns of Constellation Energy, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Current Position of Constellation Energy</h3>
<ul>
<li>With a volume of 876,259, the price of CEG is down -4.9% at $306.93. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 35 days.</li>
</ul>
<h3>What Analysts Are Saying About Constellation Energy</h3>
4 market experts have recently issued ratings for this stock, with a consensus target price of $343.5.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from BMO Capital has decided to maintain their Outperform rating on Constellation Energy, which currently sits at a price target of $350. 
&#x2A; In a cautious move, an analyst from Raymond James downgraded its rating to Outperform, setting a price target of $326. 
&#x2A; An analyst from JP Morgan has decided to maintain their Overweight rating on Constellation Energy, which currently sits at a price target of $380. 
&#x2A; An analyst from Citigroup downgraded its action to Neutral with a price target of $318. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Constellation Energy options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

This Is What Whales Are Betting On Constellation Energy

Deep-pocketed investors have adopted a bullish approach towards Intuit (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in INTU usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 39 extraordinary options activities for Intuit. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 38% leaning bullish and 35% bearish. Among these notable options, 18 are puts, totaling $871,455, and 21 are calls, amounting to $1,347,324.
<h3>Expected Price Movements</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $670.0 to $900.0 for Intuit during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for Intuit options trades today is 86.47 with a total volume of 1,024.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Intuit's big money trades within a strike price range of $670.0 to $900.0 over the last 30 days.
<h3>Intuit Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751382198_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>INTU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$75.1</td>
<td>$71.1</td>
<td>$75.0</td>
<td>$740.00</td>
<td>$375.0K</td>
<td align="right">733</td>
<td align="right">50</td>
</tr>
<tr>
<td>INTU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/18/26</td>
<td>$164.2</td>
<td>$161.8</td>
<td>$161.8</td>
<td>$900.00</td>
<td>$97.0K</td>
<td align="right">0</td>
<td align="right">6</td>
</tr>
<tr>
<td>INTU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$108.0</td>
<td>$105.3</td>
<td>$108.0</td>
<td>$800.00</td>
<td>$86.4K</td>
<td align="right">23</td>
<td align="right">10</td>
</tr>
<tr>
<td>INTU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/18/26</td>
<td>$115.3</td>
<td>$111.9</td>
<td>$115.3</td>
<td>$820.00</td>
<td>$80.7K</td>
<td align="right">15</td>
<td align="right">31</td>
</tr>
<tr>
<td>INTU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/18/26</td>
<td>$124.4</td>
<td>$121.3</td>
<td>$124.4</td>
<td>$800.00</td>
<td>$74.6K</td>
<td align="right">18</td>
<td align="right">35</td>
</tr>
</tbody>
</table>

<h3>About Intuit</h3>
Intuit serves small and midsize businesses with accounting software QuickBooks and online marketing platform Mailchimp. The company also operates retail tax filing tool TurboTax, personal finance platform Credit Karma, and a suite of professional tax offerings for accountants. Founded in the mid-1980s, Intuit enjoys a dominant market share for small business accounting and do-it-yourself tax filing in the US.
<h3>Intuit's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 300,971, the INTU's price is down by -0.81%, now at $781.23. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 51 days.</li>
</ul>
<h3>Professional Analyst Ratings for Intuit</h3>
1 market experts have recently issued ratings for this stock, with a consensus target price of $880.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from Wells Fargo continues to hold a Overweight rating for Intuit, targeting a price of $880. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Intuit, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

INTU

Spotlight on Intuit: Analyzing the Surge in Options Activity

Deep-pocketed investors have adopted a bullish approach towards Exxon Mobil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in XOM usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 8 extraordinary options activities for Exxon Mobil. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 50% leaning bullish and 37% bearish. Among these notable options, 3 are puts, totaling $88,226, and 5 are calls, amounting to $641,400.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $105.0 to $120.0 for Exxon Mobil over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Exxon Mobil's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Exxon Mobil's substantial trades, within a strike price spectrum from $105.0 to $120.0 over the preceding 30 days.
<h3>Exxon Mobil Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751382193_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>XOM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$1.44</td>
<td>$1.34</td>
<td>$1.37</td>
<td>$120.00</td>
<td>$411.0K</td>
<td>3.5K</td>
<td>3.0K</td>
</tr>
<tr>
<td>XOM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$1.83</td>
<td>$1.68</td>
<td>$1.83</td>
<td>$115.00</td>
<td>$91.1K</td>
<td>10.6K</td>
<td>506</td>
</tr>
<tr>
<td>XOM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/18/26</td>
<td>$10.45</td>
<td>$10.3</td>
<td>$10.3</td>
<td>$110.00</td>
<td>$85.4K</td>
<td>37</td>
<td>84</td>
</tr>
<tr>
<td>XOM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$7.85</td>
<td>$7.5</td>
<td>$7.63</td>
<td>$115.00</td>
<td>$32.0K</td>
<td>2.2K</td>
<td>42</td>
</tr>
<tr>
<td>XOM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$5.75</td>
<td>$5.65</td>
<td>$5.65</td>
<td>$105.00</td>
<td>$28.8K</td>
<td>4.1K</td>
<td>65</td>
</tr>
</tbody>
</table>

<h3>About Exxon Mobil</h3>
ExxonMobil is an integrated oil and gas company that explores for, produces, and refines oil worldwide. In 2023, it produced 2.4 million barrels of liquids and 7.7 billion cubic feet of natural gas per day. At the end of 2023, reserves were 16.9 billion barrels of oil equivalent, 66% of which were liquids. The company is one of the world's largest refiners, with a total global refining capacity of 4.5 million barrels of oil per day, and is one of the world's largest manufacturers of commodity and specialty chemicals.
<h3>Where Is Exxon Mobil Standing Right Now?</h3>
<ul>
<li>With a volume of 3,297,159, the price of XOM is up 0.42% at $108.25. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 31 days.</li>
</ul>
<h3>What The Experts Say On Exxon Mobil</h3>
1 market experts have recently issued ratings for this stock, with a consensus target price of $127.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Wells Fargo has decided to maintain their Overweight rating on Exxon Mobil, which currently sits at a price target of $127. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Exxon Mobil options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

This Is What Whales Are Betting On Exxon Mobil

Stablecoins were designed to bridge the gap between crypto and fiat, offering price stability in an otherwise volatile market. Over the past decade, they've become essential tools for traders, remittance users, and crypto-native communities. But the next chapter of their evolution isn't about us. It's about machines.
As autonomous agents and AI systems begin transacting on-chain, performing tasks, settling bills, and managing smart contracts, the limitations of today's stablecoins are becoming more apparent. If we continue designing stablecoins exclusively for human use, we risk locking the future of programmable finance into outdated constraints.
<h3 class="wp-block-heading">Today's stablecoins weren't built for autonomy</h3>
Most stablecoins in circulation today, such as USDC and USDT, are fiat-backed and centrally issued. While this has helped with mainstream adoption, it also anchors them to legacy systems—custodial reserves, regulatory chokepoints, and centralized freeze controls.
These constraints may suit traditional finance, but they're misaligned with the emerging reality of machine-to-machine (M2M) commerce. AI agents don't have bank accounts. They don't sleep. They operate in global, decentralized environments that require 24/7 access to liquid, programmable money. And they need it without relying on any human in the loop.
Even some of the newer algorithmic stablecoins have stumbled. When stability mechanisms are too complex or poorly collateralized, as seen in Terra's UST collapse, it can trigger cascading failures across ecosystems. That kind of fragility is unacceptable in autonomous systems where reliability must be engineered from the start.
<h3 class="wp-block-heading">Why machines need their own kind of money</h3>
Machine agents, whether in compute marketplaces, decentralized finance systems, or AI networks, demand a different class of stable assets. These assets must be censorship-resistant, so transactions aren't frozen unexpectedly; fully on-chain, so no off-chain issuer can break the logic, so they can interact directly with smart contracts. 
In short, the ideal currency for machines should function like an operating system primitive, trustless, programmable, and always available.
Decentralized AI marketplaces, such as those for compute and data sharing, are already operational. Autonomous agents are being trained to perform increasingly complex economic functions on-chain. And as the AI economy is estimated to surpass&nbsp; $236 billion by 2034, the need for machine-native financial rails will only grow.
The U.S. is right to pursue clarity with new bills like the GENIUS Act, but it's also playing it safe. It's creating the regulatory equivalent of a global banking app: simple, slow, and risk-averse. There's little room in that system for experimenting with programmable money or issuing decentralized, project-backed stable assets.
That's a missed opportunity. AI ecosystems are economic engines. When a decentralized project mints its own stablecoin, backed by its native token, it creates a flywheel. Users get a stable medium of exchange. The project avoids selling its token to pay expenses. The value stays in the system.&nbsp;
<h3 class="wp-block-heading">A new era of ecosystem-aligned stablecoins</h3>
There's growing interest in what could be called AI-native stablecoins, tokens designed from the ground up to support the workflows of autonomous systems. These assets are often backed by decentralized collateral, issued via smart contracts, and integrated directly into protocol-level operations.
This model transforms M2M payments into economic feedback loops. For instance, when a decentralized network issues its own stablecoin backed by its native token, it keeps value circulating internally. Contributors can be paid in stable assets. Token sell pressure decreases. The system becomes more sustainable.
It's not about replacing fiat entirely, but about unlocking a new category of programmable money that can power next-gen use cases: autonomous service provisioning, distributed compute markets, agent-to-agent data licensing, and beyond.
<h3 class="wp-block-heading">Let machines have their money</h3>
The stablecoin space has matured rapidly. But its design assumptions still orbit around human behavior, human oversight, and human needs. As we transition into a world where agents act independently—on our behalf or their own—we need to rethink those assumptions.
The future of finance isn't just peer-to-peer. It's also machine-to-machine. And if we want to keep up, we'll need stablecoins that machines can trust, use, and scale with.

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Fintech news covering the emerging Financial Technology services sector

Fintech

Opinion

Why The Future Of Stablecoins Isn't Just For Humans

Chardan Capital analyst Keay Nakae maintains Coya Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COYA#NASDAQ">COYA</a>) with a Buy and maintains $14 price target.

COYA

Chardan Capital Maintains Buy on Coya Therapeutics, Maintains $14 Price Target

Xinyi Solar Holdings

「新エネルギー、2024年上半期の純利益は25％から35％減少」と発表
リー・シー・タ氏
中国は、世界屈指の再生可能エネルギー生産国であるため、新たな太陽光発電所を猛スピードで建設してきた。しかし、急激な太陽光発電所の増設により、中国の多くの太陽光発電所が過剰供給に苦しんでいるとも言われている。
新たな太陽光発電所の建設により、中国の太陽光エネルギー市場が乱立状態にあるため、このグループの中で、太陽光発電所事業に影響を受けるのが新エネルギーホールディングス（3868.HK）である。新エネルギーは、太陽光発電所を専門とする企業グループ・新イーに属する。先月初旬、同社は、2024年上半期の純利益が前年同期比57億ドル（約74億ドル）から25％から35％減少したと<a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2024/0719/2024071901033.pdf">発表した</a>。
新しい太陽光発電所が今年上半期に稼働し、同社の資産基盤と収益ストリームが拡大したことは、同社の業績にもプラスに働いた。しかし、国内の電力インフラの制約により、同社の電力販売の収益性が低下した。同社は、昨年と今年上半期に新しい発電所を買収した後の減価償却費が増加し、さらに、香港ドルに対する中国元の減価が同社の利益基盤を弱体化させたと述べた。
新エネルギーの株価は、この利益警告の発表後の初営業日に4％下落し、0.96香港ドルになりました。これにより、今年2回目で象徴的な1香港ドルを割り込むことになりました。その後、株価は下落を続け、月曜日には 0.90香港ドルで終了しました。
<h3>ガラスメーカーから太陽光発電所運用業者へ</h3>
太陽光発電所事業者として、新エネルギーの売上の大部分は電力の発電から成り立っている。同社は昨年、252億香港ドルの収益を記録し、2022年に比べて8.7％増加した。同期間の利益も2.2％増の99億香港ドルでした。電力販売と補助金収入は、同社の総収益の99.6％を占めている。
新エネルギーの親会社は、中国最大の太陽光発電用光伏ガラスメーカーである新イー（OTC:<a class="ticker" href="https://www.benzinga.com/stock/XISHY#OTC">XISHY</a>）。新イーの創業者であるリ・シャンイ氏は、中国の裕福な事業家の一員と言える。彼は今年、中国の「ガラス王」とも呼ばれている曹徳旺氏と同じ故郷出身です。曹氏は、福建省南部の同じ出身であり、中国の「ガラス王」とも呼ばれる曹氏は、一時は中国国内で最も裕福な人物でした。若い頃にリ氏は福建省から香港に移り、シュワルツェンネッガー氏の自動車部品から取引を始めた後、深センで自社を設立し、自動車ガラス製造に特化しました。
2005年、リ氏は自身のガラスメーカーである新イー・グラス（OTC:<a class="ticker" href="https://www.benzinga.com/stock/XYIGY#OTC">XYIGY</a>）を香港で上場し、8年後には同社のグループ傘下の太陽光発電用光伏ガラス部門新イー・ソーラーを香港で別途上場させた。新イーソーラーは、ガラス製造だけでなく太陽光発電所の建設も始め、その後、これを分社化し、2019年に新エネルギーとして新たに上場しました。
新エネルギーのビジネスモデルは非常にシンプルです。新エネルギーは、新イーソーラーから発電所を買い取り、それを電力の供給者に売却するビジネスです。中国政府は再生可能エネルギー発電所が発電した電力を全て買い取ることを保証しているため、太陽光発電所の運用は、中国国内での「鉄飯碗（鉄のご飯碗）」とも呼ばれる、リスクのないビジネスとして捉えられるようになってきているのだが。
しかし、昨年以降の太陽光発電モジュールの急落とエネルギー貯蔵の価格低下により、新たな発電所の建設は急増。結果として、電力供給が需要を上回る形で市場が氾濫した。
中国の新規太陽光発電設備容量は2023年に前年比55％増の610ギガワットにまでジャンプしました。要するに、昨年の新規設備容量は過去4年間の新規設備容量とほぼ同じになったことを意味しています。ここで大量の新しい容量が追加されると、そのうちの多くが効果的に利用されなくなるということになります。特に、供給と需要の不均衡といった要因があるため、さらには、これによって「電力の放棄」という状態になるということが目下問題になっています。
<h3>増加する電力の放棄率</h3>
以前の中国の規制では、太陽光発電所の放棄率は5％以下である必要があり、利用率は95％以上である必要がありました。今年第1四半期において、中国全体の平均電力放棄率は4％でしたが、これは前年同期比2％増加した数字です。フィッチは、中国の再生可能エネルギーの設置容量が過去最高に達しており、これが今後も放棄率を押し上げる要因になる可能性があると指摘している。
新たな電力供給が急増する中、新しい電力供給に見合った新しいインフラ整備が追いつかないことが、放置された新しい設備が増加し続ける瓶口をより一層大きくする原因になっています。このような状況を踏まえ、中国国務院は2024年5月29日に、再生可能エネルギー発電所の最大許容放棄率を5％から10％に引き上げる新しい規制を発表しました。これはつまり、政府は電力グリッド会社に対し、発電所の設置容量の最大90％までしか買い取らないことを保証するということです。
一方、中国国家エネルギー庁が最新のエネルギー統計データを発表した際、これには再生可能エネルギーを使用する電力生成方法の利用率が含まれていなかったとロイター通信が報じています。ロイター通信は、この変更が、中国国内において太陽光発電所が発電した電力の過剰供給と、それに伴う利用率の低下を示していると推測しています。
中国政府は、再生可能エネルギー生産者からの電力買い取りを保証しているものの、その保証は実際には、価格のみを保証する政策や、量のみを保証する政策のどちらかだけを選択していると言われています。そして、最大許容放棄率の引き上げは、再生可能エネルギー発電で発生した電力を全て買い取るという政府の保証から一歩引いた、ということを意味します。
中国国家発展改革委員会（NDRC）は今年3月、新たな規制を発表し、再生可能エネルギーの買い取りを「保証取得」と「市場取引」の2つに分類しました。前者は、特定の基準価格での購入と同等であり、後者は「電力市場のメンバー」が価格を決定するものです。新規制は、グリッドのセキュリティ、グリッドのメンテナンス、または不可抗力の要因による電力買い取りの失敗が、保証価格カテゴリに含まれない可能性があることを明確に規定しています。
再生可能エネルギーの市場志向型の価格設定と販売システムへの移行は、電力発電会社の収益と利益を不可避的に侵食させることになります。ただし、政府が引き続き補助金を提供し続ける限りは、収益性は依然として可能でしょう。ただ、現在の過剰供給の事態は、今後の短期間で大きな成長を示すことができないという点で問題となっています。
新エネルギーの株価は、現在、約7.3倍の倍率で取引されている。これは、中国日田绿色能源（0956.HK）の6.3倍や<a class="ticker" href="https://www.benzinga.com/stock/0182.HK">Concord New Energy（0182.HK）の5.4倍よりも高い水準にあった。新エネルギーは以前、株主に高配当を支払っていましたが、同社が昨年の中頃に利益が減少したことを受けて、支払割合も縮小しています。2023年の年間配当は1株当たり0.06元で、前年比60.2％減少しました。このことが株価の急落に繋がっており、最新の利益減少が同社の中間配当を新たな低水準に引き下げることがあるとすると、これに失望した投資家が特に売り払いに走る可能性があるでしょう。</a>
この記事は無報酬の外部投稿者によるものであり、Benzingaの報道を代表するものではありません。 また、内容や正確性については編集されていませんのでご留意ください。

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