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真正的零卡食物诞生了,饱腹感强又减肥,你听说过,但没人敢吃……
3 6 Ke· 2025-09-28 00:38
如果一群科学家说,他们发现了真正的零卡食物,和市面上那些标着0蔗糖0添加的热量刺客都不一样,你会想试一试吗?这次是真的0卡!!除了能增加 饱腹感外,完全不会转化为你身体的热量…… 最近,这篇让人大跌眼镜的论文又重回人们视野,原因是它获得了搞笑诺贝尔奖的化学奖。 不知道你是不是和我有一样的疑问:什么?真的可以吃吗?不会中毒吗?怎么就和减肥扯上了关系? 零卡的食物我们并不陌生,比如现在常用在饮料里的零卡糖,它有甜味,但是不会被人体代谢或分解,听起来是一种"完美"的调味剂。因此,按照同样的 思路,科学家想:如果一种食材能让人觉得吃饱了,但其实又不会被吸收,也就是"吃了等于没吃",不就达到了减肥的目的? 而思来想去,一种高分子材料聚四氟乙烯 (PTFE)进入了科学家的视野。我们生活中常见聚四氟乙烯,它也被叫做特氟龙,常用于不粘锅涂层和水管内 壁。 特氟龙还有个名字叫"塑料王",因为它有着诸多优点。它有着十分稳定的性质,耐腐蚀,耐高低温,耐酸耐碱耐老化,别的材料不容易粘附其上,摩擦力 还很小。被广泛认为是已知惰性最强的材料。 日常看到的食物,往往是"低卡"不是0卡|图源网络 是不是心动了?这是什么神仙食物啊! 不过等你 ...
Jim Cramer on DuPont: The Sum of the Parts Could be as High as $100
Yahoo Finance· 2025-09-25 17:05
DuPont de Nemours, Inc. (NYSE:DD) is one of the stocks Jim Cramer shared his opinions on. Cramer highlighted that the company is splitting soon and commented: “I saw it firsthand last week when we got the update from DuPont, which is splitting into two companies: a fast-growing electronics business and a very steady industrials, healthcare, and water business. These are two excellent companies. It can bring out a lot of value once they start trading separately. We’ve told members of the Investing Club tha ...
DuPont Announces Record Date for the Intended Qnity Spin-Off
Prnewswire· 2025-09-24 20:15
Accessibility StatementSkip Navigation DuPont Logo (PRNewsfoto/DuPont) Qnity WILMINGTON, Del., Sept. 24, 2025 /PRNewswire/ --Â DuPont (NYSE: DD) today announced that its board of directors has designated the close of business on October 22, 2025, as the record date for the distribution in connection with the intended spin-off of DuPont's Electronics business, Qnity Electronics, Inc. ("Qnity").* About QnityQnityâ"¢, DuPont's Electronics business, is a premier technology solutions provider across the semicond ...
DuPont de Nemours, Inc. (DD) Analyst/Investor Day Transcript
Seeking Alpha· 2025-09-18 22:03
Core Insights - The central theme of DuPont's Investor Day 2025 revolves around transformation, innovation, and acceleration, reflecting the company's ambition and momentum in reshaping its future [1]. Financial Perspective - The presentation will focus on the new DuPont on a pro forma basis, considering the spin-off of Community [2].
Qnity Electronics, Inc. Outlines Strategic Plan to Accelerate Growth as Future Independent Company at 2025 Investor Day
Prnewswire· 2025-09-18 20:45
Core Insights - Qnity, a technology solutions leader in the semiconductor value chain, hosted its inaugural Investor Day ahead of its planned separation from DuPont, targeted for November 1, 2025 [2][4] - The company aims to leverage its competitive advantages and strong market position to achieve above-market growth and profitability, with a total addressable market exceeding $30 billion [3][6] Company Overview - Qnity is positioned as a premier technology provider across the semiconductor value chain, focusing on AI, high-performance computing, and advanced connectivity [5][6] - The company has established long-term relationships with major technology firms, representing approximately 80% of the total semiconductor market [6] Financial Strategy - Qnity's financial strategy includes achieving strong profitability and above-market growth, with pro forma financial estimates for 2025 and three-year objectives through 2028 [3][4] - The semiconductor industry is projected to exceed $1 trillion in revenue by the end of the decade, presenting significant growth opportunities for Qnity [4][6] Market Position - Qnity's product portfolio is heavily tied to semiconductors, with two-thirds of its offerings related to chip fabrication, advanced packaging, and thermal management [6] - The company is well-positioned to lead the transition to advanced nodes in high-performance computing and connectivity, with a product portfolio that is 90% unit-driven consumables [6]
Here's a rapid fire update on all 31 portfolio stocks including our newest name
CNBC· 2025-09-18 20:15
Summary of Key Points Group 1: Stock Analysis - Apple: The latest iPhone 17 models are considered a bargain, especially with trade-in values and provider incentives [1] - Amazon: Potential for upside if margin expansion continues, particularly in e-commerce and cloud growth [1] - Abbott Laboratories: Valued at approximately 24 times earnings, seen as a high-quality med tech stock worth holding [1] - Broadcom: Recent profit-taking due to exceeding 5% portfolio weighting, but long-term outlook remains positive [1] - Boeing: Newly added to the portfolio, expected to benefit from trade policies and has significant multi-year upside potential [1] - BlackRock: Described as a "bull market stock," with a focus on fast-growing investments [1] - Bristol Myers Squibb: Awaiting results from upcoming studies on its schizophrenia drug, Cobenfy, which could improve sentiment [1] - Capital One: Anticipating share repurchases post-Discover acquisition, with strong management praised [1] - Costco: Long-term outlook remains positive despite recent struggles attributed to market perception [1] - Salesforce: Current levels are not recommended for buying or selling ahead of the Dreamforce conference [1] - CrowdStrike: Ambitious target of $20 billion in annual recurring revenue set, indicating strong management confidence [1] - Cisco Systems: Continued support despite underperformance, with a solid dividend [1] - DuPont: Progressing towards a planned breakup, with Qnity expected to unlock more value [1] - Danaher: Facing headwinds from China but announced a significant buyback [1] - Disney: Shares have stalled, but theme park business remains strong [1] - Dover: Future outlook remains bright despite recent disappointing earnings [1] - Eaton: Potential for increased business from data centers as AI spending rises [1] - GE Vernova: High valuation justified by demand for energy generation in AI infrastructure [1] - Goldman Sachs: Expected revenue growth in investment banking and attractive wealth management business [1] Group 2: Additional Stock Insights - Home Depot: Likely to trim position due to housing market turnaround not meeting expectations [2] - Honeywell International: Shares lagging until split is complete, but value remains [2] - Linde: Continues to deliver for shareholders despite challenging end markets [2] - Eli Lilly: Position maintained due to strong performance and potential game-changing products [2] - Meta Platforms: Dominance in advertising market bolstered by generative AI [2] - Microsoft: Attractive long-term investment, with potential for trimming positions [2] - Nvidia: Partnership with Intel solidifies its leadership in GPUs [2] - Palo Alto Networks: High valuation justified by leadership in cybersecurity [2] - Starbucks: Promising turnaround plan under new CEO [2] - TJX Companies: Strongest earnings performance seen, recognized as a top retail performer [2] - Texas Roadhouse: Stock performance tied to cattle futures, expected surge in share price [2] - Wells Fargo: Positive outlook with increased buybacks and diversification into fee-based businesses [2]
DuPont de Nemours, Inc. (DD) Analyst/Investor Day - Slideshow (NYSE:DD) 2025-09-18
Seeking Alpha· 2025-09-18 15:36
Group 1 - The company is responsible for the development of transcript-related projects [1] - The company publishes thousands of quarterly earnings calls per quarter [1] - The company is continuing to grow and expand its coverage [1]
DuPont (NYSE:DD) 2025 Investor Day Transcript
2025-09-18 14:02
Summary of DuPont's Investor Day 2025 Company Overview - **Company**: DuPont - **Event**: Investor Day 2025 - **Key Themes**: Transformation, innovation, and acceleration [1][2] Financial and Strategic Highlights - **Pro Forma Basis**: Presentation based on the new DuPont after the spin-off of Delrin and divestiture of the Aramids business [2] - **New Reporting Segments**: Focus on healthcare, water technologies, and diversified industrials [2] - **Timeline**: Spin-off expected on November 1, 2025, and divestiture completion in Q1 2026 [2] Key Messages from Leadership 1. **Transformation Execution**: Focus on portfolio and operational transformation to reduce complexity and cyclicality [7] 2. **Excellence Focus**: Codifying innovation excellence and operational excellence into a comprehensive business system [8] 3. **Growth Acceleration**: Half of the businesses positioned in markets growing above GDP, with continued investment in these areas [8] 4. **Capital Allocation**: Disciplined model to deliver strong returns for shareholders [9] 5. **Cultural Enhancement**: Building a culture focused on growth and continuous improvement [9] Financial Performance and Projections - **Revenue Growth**: Divestiture of the Aramids business expected to increase revenue growth by 50 basis points and margin by 90 basis points [10] - **Long-term Targets**: Projecting 3-4% organic growth CAGR, margin expansion of 150-200 basis points by 2028, and EPS growth of 8-10% [25][26] Business Segments Healthcare and Water Technologies - **Sales Contribution**: Healthcare and water technologies each represent about 25% of sales [13] - **Market Position**: Leading position in medical devices, biopharma, and water filtration [34][42] - **Growth Drivers**: Aging population, chronic diseases, and increasing demand for clean water [38][46] - **Expected EBITDA Margin**: Approximately 30% for the Healthcare and Water segment [34] Diversified Industrials - **Sales Contribution**: Represents about 50% of DuPont's portfolio [14] - **Market Leadership**: Strong presence in construction, automotive, aerospace, and industrial sectors [55] - **Sales and Margin**: $3.6 billion business with a 22% operating margin [55] - **Growth Opportunities**: Focus on energy efficiency, sustainability, and innovation in product offerings [62][63] Innovation and R&D - **Investment Focus**: Emphasis on innovation to drive growth, with a vitality index of 30% [16] - **New Product Sales**: 40% growth and 60% renew, with plans to shift towards more growth [16] - **Customer Collaboration**: Strong partnerships with leading medical device and biopharma companies [41] Market Opportunities - **Addressable Market**: Combined addressable market of over $40 billion [14] - **Sustainability Trends**: Increasing focus on sustainability and regulatory requirements driving growth in water technologies [46][48] Conclusion - **Commitment to Excellence**: DuPont aims to enhance shareholder value through disciplined capital decisions and consistent delivery of growth and margin expansion [26][27] - **Future Outlook**: Positioned to lead in innovation and sustainability, with a strong focus on operational excellence and customer collaboration [69][70]
杜邦下调全年销售指引以反映分拆影响
Ge Long Hui A P P· 2025-09-18 13:07
Core Viewpoint - DuPont has lowered its full-year sales guidance to reflect the impact of the planned spin-off of its electronics division and the divestiture of its aramid business [1] Group 1 - The company now expects full-year sales to be $6.87 billion, down from a previous forecast of $12.85 billion [1] - For the third quarter, DuPont anticipates net sales of $2.98 billion and adjusted earnings per share of $1.06, compared to prior expectations of $3.32 billion and $1.15 respectively [1]
DuPont (NYSE:DD) 2025 Earnings Call Presentation
2025-09-18 13:00
Investor Day 2025 TM Transform. Innovate. Accelerate. 2025 INVESTOR DAY 1 Welcome and Opening Remarks Ann Giancristoforo Vice President, Investor Relations 2 2 2025 INVESTOR DAY 2025 INVESTOR DAY Forward looking statements On January 15, 2025, DuPont de Nemours, Inc. ("DuPont", or after the completion of the Intended Electronics Separation, "New DuPont") announced it is targeting November 1, 2025 to complete the intended separation of its Electronics business (the "Intended Electronics Separation") by way o ...