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India on Track to Challenge China’s Dominance in Solar Energy Sector, Minister Says_我的网站

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一 | India is on track to challenge China’s dominance in the solar energy sector and become a global force in green hydrogen as investments in renewables are increasing rapidly, Indian Minister for Power and Renewable Energy Raj Kumar Singh said in Sydney on Tuesday.,Singh, who is in Sydney to attend a two-day energy forum and meetings of the Quad group of nations, said in an interview that the investments from overseas are helping to position India as a key future supplier of clean energy technology and as an exporter of low-emissions hydrogen and ammonia.,The Quad group of nations includes the US, Japan, Australia, and India.,“Foreign investment in renewables is averaging about $9 billion to $11 billion a year, and is going to go up exponentially, alongside major developments by domestic entities,” the minister said.,Quoting Singh, Bloomberg reported that India will emerge as the biggest manufacturing center for high-efficiency solar cells modules after China and become a major supplier of green hydrogen and ammonia.,According to BloombergNEF, India currently accounts for only a fraction of production of solar cells and modules, with China dominating both sectors. In 2021, China manufactured more than two-thirds of modules and 86 percent of cells.,The Indian government set up the Renewable Energy Investment Promotion and Facilitation Board (REIPFB) as one-stop assistance and facilitation for the industry and investors for the development of projects and bringing new investment to the renewable energy sector in the country.,The ministry is making continuous efforts to boost investments across the value chain by supporting companies through the entire investment process. As per the media reports in June this year, more than $70 billion was invested in India’s renewable energy sector between 2014 and 2021.,Want to know more? Check out our Koo & Telegram accounts!,Koo: https://www.kooapp.com/profile/sputniknews,Sputnik India: https://t.me/sputniknewsindia。

二 | K图 09988_0 K图 BABA_0 　　8月25日，据港交所信息，阿里巴巴集团主席蔡崇信再次增持约8200万港元阿里巴巴股票。这是阿里新股配售后，蔡崇信个人连续第二个交易日出手，两日累计增持已达1.6亿港元。　　前一日，蔡崇信、阿里巴巴CEO吴泳铭出手增持合计约1.2亿港元阿里股票，其中蔡崇信买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元。

三 | 　　8月23日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。

四 | 据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。　　受新股配售影响，在8月24日这天，阿里港股跌8.54%，报收112.5港元。

五 | 截至8月25日收盘，阿里港股收涨1.51%，报114.2港元/股。　　公开资料显示，阿里巴巴近年持续加大AI投入，构建起涵盖算力、芯片、模型、应用的全栈AI布局。最新财报显示，阿里AI相关产品年化收入已突破495亿元人民币，预计下季度达到100亿美元，预计2030年阿里云外部商业化收入将达1000亿美元，利润率达20%。管理层预计AI资本开支2至3年即可收回。与此同时，过去几年阿里已累计回购注销约11%的股份，以提升股东回报。　　虽然公司高管态度坚定，但围绕阿里的这场大规模融资，市场情绪呈现出较为复杂的分化。　　美股知名“大空头”迈克尔·伯里（Michael Burry）公开表示，自己并不看好阿里巴巴最新的新股配售做法，并认为其当前股价已经过高，公司的投入资本回报率（ROIC）将会继续下降。

六 | 他已经清仓了对阿里巴巴的持仓，转而布局其竞争对手京东集团。　　伯里在内容平台Substack上写道：“不久前，我把所有阿里巴巴的仓位都转移到了京东。这大幅增加了我在京东的持仓。我原本计划一两个月后把大部分仓位转回阿里巴巴。但我改变了主意。除非阿里巴巴的股价跌一半，否则我不会再感兴趣。”　　并非所有分析师都如此悲观。

七 | 一些机构认为，尽管资本市场短期出现阵痛，但市场过度放大了稀释效应，忽视了阿里在资产负债表与战略主动性方面的强化。

八 | 　　美银证券指出，本次配售将使阿里的净现金由310亿美元大幅提升至410亿美元以上（现金及现金等价物总量增至约800亿美元）。

九 | 这不仅能预先强化资产负债表、拓宽资金来源，更能为其云业务的强劲增长与AI投资效益的改善提供充裕的资金保障。美银维持其美股172美元及港股168港元的目标价与“买入”评级。　　野村证券也认为，阿里此次约7.1亿股的新股发行对现有股东的股权摊薄仅约3.7%，实际冲击远低于市场预期，且本次融资一举清除了长期悬在股价头上的资金不确定性。（文章来源：第一财经）。