-- 印度可再生能源公司ReNew Energy Global Plc周三在一份声明中表示，截至3月31日的财年，该公司新增约2.4吉瓦可再生能源装机容量，创下年度新增装机容量新高，使其总运营装机容量达到约12.6吉瓦，位居印度第二。 该数据已扣除年内出售的600兆瓦资产。新增装机容量包括约1.75吉瓦太阳能、0.62吉瓦风能和25兆瓦/100兆瓦时的电池储能系统。该公司补充说，预计约450兆瓦已建成的装机容量也将很快投入使用。截至财年末，其总装机容量约为20吉瓦。 ReNew在印度清洁能源领域拥有超过15年的运营经验，并持续拓展公用事业规模以及工商业领域的业务。其商业和工业部门ReNew Green拥有约2.5吉瓦的承诺产能，其中超过2.0吉瓦已投入运营。该部门的合作伙伴包括微软、亚马逊和谷歌等全球知名企业。2026年3月，ReNew Green从由LeapFrog Investments牵头的财团获得了9500万美元的股权融资。 在太阳能制造方面，ReNew报告称，目前运营的组件产能为6.5吉瓦，电池产能为2.5吉瓦，并计划在2026年12月前将电池产能再增加4吉瓦。 在2026财年，其工厂生产了超过4.1吉瓦的组件和近1.86吉瓦的电池。今年早些时候，其制造业务获得了来自英国国际投资公司（British International Investment）的1亿美元股权投资。 该公司在印度10个邦运营着超过150个可再生能源项目和3家太阳能制造工厂，员工约4500人。 ReNew 表示，以目前的运营能力，它产生的清洁能源足以满足约 2400 万户家庭的用电需求，并每年避免约 2300 万吨二氧化碳当量排放。
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Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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