Nord Holdings and other investors establish a new energy management company.

date
10/06/2026
According to the Enterprise Check APP, recently, Shenzhen Shi Yi Energy Management Co., Ltd. was established with a registered capital of 10 million RMB. Its business scope includes contract energy management, energy-saving management services, solar power generation technology services, and photovoltaic power equipment leasing, etc. Equity penetration displayed on Enterprise Check shows that the company is jointly held by Nord Group's subsidiary, Nord Smart Energy Management Co., Ltd.
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Mou Yiling, Chief Strategy Officer of GuoJin Securities, stated that in this current round of AI capital expenditure, the proportion of global GDP is rapidly rising, supported by real economic growth. A comparable situation can be found in the growth cycle stocks during China's urbanization construction period after joining the WTO from 2005 to 2007. Currently, funds are focusing on embracing AI hardware. Valuations show that there is still room for growth in the global Philadelphia Semiconductor Index. The valuations of growth stocks in A-shares have expanded faster than some US stocks, with some profit pricing approaching the most optimistic levels of the 2005-2007 cyclical stocks. However, valuations are not a reason for market tops, as the market does not yet have the foundation to switch. Despite the slowdown in global non-US growth under the pressure of AI narratives, A-shares are hitting new highs, but the proportion of rising individual stocks is continuously decreasing. Mou Yiling believes that the current market has entered a high volatility state similar to early 2007. In terms of allocation, it is recommended to focus on actively defensive stocks, with a focus on dividends (crude oil, coal, electricity, and city commercial banks), followed by attention to technology upstream (semiconductors/AI materials, equipment, and manufacturing); After the AI suppression fades, mid-term attention should be on industrial metals, general equipment, specialized equipment, and going global. (Securities Times)
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