<p>要点：</p>
<ul>
<li>Equinor 是 Ørsted 的第二大股东</li>
<li>上周 Equinor 表示离岸风电行业需要整合</li>
</ul>
<p>作者：Nerijus Adomaitis</p>
<p>丹麦离岸风电巨头 Ørsted 周三表示，暂无计划收购其第二大股东 Equinor 的可再生能源业务，后者提议与该公司建立更紧密的联系。</p>
<p>挪威石油、天然气和可再生能源集团 Equinor 去年在 Ørsted 中获得了 10% 的股份，并在十月份的股票发行中注入了近 10 亿美元，上周表示离岸风电行业需要整合。</p>
<p>Ørsted 的股价自 2021 年峰值以来暴跌 85%，受到成本飙升和供应链中断的影响，以及在美国面临的挑战，前总统唐纳德·特朗普试图停止正在进行的开发并暂停新的许可。</p>
<p>ØRSTED 对合并想法泼冷水</p>
<p>一些分析师表示，Equinor 将受益于剥离其自身的可再生能源部门并与 Ørsted 合并，而挪威集团的董事长在九月份告诉路透社，董事会对其所有权可能带来的结果持开放态度。</p>
<p>但 Ørsted 的高管们周三对合并的想法泼了冷水。</p>
<p>首席财务官 Trond Westlie 在与分析师的电话会议上表示：“我们没有这样的计划。”</p>
<p>Ørsted 首席执行官 Rasmus Errboe 表示，公司感谢第二大股东的持续支持，但专注于自身业务。</p>
<p>他说：“我也注意到了你提到的 Equinor 的评论……我们的重点，我的重点，是逐季实现我们的计划和战略。”</p>
<p>Errboe 补充道：“我相信 Ørsted 拥有非常适合离岸风电的商业模式。”</p>
<p>Equinor 在九月份重申将继续作为 Ørsted 的长期投资者，并表示计划提名一名候选人进入丹麦公司的董事会。</p>
<p>Ørsted 的最大股东是丹麦政府，持有该公司 50% 的股份。</p>

DNNGY

<p>Ørsted 表示，尽管 Equinor 提出了更紧密合作的建议，但它没有与 Equinor 的可再生能源部门合并的计划。Equinor 持有Ørsted 10% 的股份，认为离岸风电行业需要整合。自 2021 年峰值以来，Ørsted 的股价已下跌 85%，原因是成本上升和供应链问题。Ørsted 的高管强调他们专注于自身的商业战略，而 Equinor 仍然是长期投资者，并计划提名一名董事会候选人</p>

<p>Key points:</p>
<div class="lb-trans"><p>要点：</p>
</div><ul>
<li>Equinor is second-biggest shareholder in Orsted</li>
<li>Last week Equinor said offshore wind needed consolidation</li>
</ul>
<div class="lb-trans"><ul>
<li>Equinor 是 Ørsted 的第二大股东</li>
<li>上周 Equinor 表示离岸风电行业需要整合</li>
</ul>
</div><p>By Nerijus Adomaitis</p>
<div class="lb-trans"><p>作者：Nerijus Adomaitis</p>
</div><p>Danish offshore wind giant Orsted  said on Wednesday that it had no plans to take over the renewables business of Equinor , its second biggest shareholder, which has proposed closer ties between the companies.</p>
<div class="lb-trans"><p>丹麦离岸风电巨头 Ørsted 周三表示，暂无计划收购其第二大股东 Equinor 的可再生能源业务，后者提议与该公司建立更紧密的联系。</p>
</div><p>Norwegian oil, gas and renewables group Equinor, which took a 10% stake in Orsted last year and injected close to $1 billion in an October share issue, said last week the offshore wind industry needed consolidation.</p>
<div class="lb-trans"><p>挪威石油、天然气和可再生能源集团 Equinor 去年在 Ørsted 中获得了 10% 的股份，并在十月份的股票发行中注入了近 10 亿美元，上周表示离岸风电行业需要整合。</p>
</div><p>Orsted's shares have plummeted 85% from their 2021 peak, hit by soaring costs and supply chain disruptions, as well as challenges in the United States where President Donald Trump sought to halt ongoing developments and suspended new licensing.</p>
<div class="lb-trans"><p>Ørsted 的股价自 2021 年峰值以来暴跌 85%，受到成本飙升和供应链中断的影响，以及在美国面临的挑战，前总统唐纳德·特朗普试图停止正在进行的开发并暂停新的许可。</p>
</div><p>ORSTED POURS COLD WATER ON TIE-UP IDEA</p>
<div class="lb-trans"><p>ØRSTED 对合并想法泼冷水</p>
</div><p>Some analysts have said Equinor would benefit from spinning off its own renewables unit and merging it with Orsted, and the Norwegian group's chairman in September told Reuters the board had an open mind about what its ownership could lead to.</p>
<div class="lb-trans"><p>一些分析师表示，Equinor 将受益于剥离其自身的可再生能源部门并与 Ørsted 合并，而挪威集团的董事长在九月份告诉路透社，董事会对其所有权可能带来的结果持开放态度。</p>
</div><p>But Orsted's top executives on Wednesday poured cold water on the idea of a tie-up.</p>
<div class="lb-trans"><p>但 Ørsted 的高管们周三对合并的想法泼了冷水。</p>
</div><p>&#34;We have no such plans,&#34; Chief Financial Officer Trond Westlie told a call with analysts.</p>
<div class="lb-trans"><p>首席财务官 Trond Westlie 在与分析师的电话会议上表示：“我们没有这样的计划。”</p>
</div><p>Orsted CEO Rasmus Errboe said the company appreciated the continuing support from its second-largest shareholder, but was focusing on its own business.</p>
<div class="lb-trans"><p>Ørsted 首席执行官 Rasmus Errboe 表示，公司感谢第二大股东的持续支持，但专注于自身业务。</p>
</div><p>&#34;I've also noted the comments (from Equinor) that you alluded to ... Our focus, my focus, is to deliver on our plans, on our strategy, quarter by quarter,&#34; he said.</p>
<div class="lb-trans"><p>他说：“我也注意到了你提到的 Equinor 的评论……我们的重点，我的重点，是逐季实现我们的计划和战略。”</p>
</div><p>&#34;I'm confident that we in Orsted have a very suited business model for offshore wind,&#34; Errboe added.</p>
<div class="lb-trans"><p>Errboe 补充道：“我相信 Ørsted 拥有非常适合离岸风电的商业模式。”</p>
</div><p>Equinor in September reiterated that it would remain a long-term investor in Orsted and said it planned to nominate a candidate to the Danish company's board.</p>
<div class="lb-trans"><p>Equinor 在九月份重申将继续作为 Ørsted 的长期投资者，并表示计划提名一名候选人进入丹麦公司的董事会。</p>
</div><p>Orsted's biggest shareholder is the government of Denmark, which holds a 50% stake in the company.</p>
<div class="lb-trans"><p>Ørsted 的最大股东是丹麦政府，持有该公司 50% 的股份。</p>
</div>

Ørsted 表示没有计划与 Equinor 的可再生能源部门进行合并