Key Takeaways NU added 19% more customers y/y and saw 40% revenue growth, with Mexico expansion fueling momentum. DAVE grew ExtraCash originations 46%, driving a 47% rise in revenues and a 235% surge in adjusted EBITDA. NU serves Latin America with 118M users, while DAVE targets the U.S. using AI to improve credit performance.Both Nu Holdings (NU) and Dave (DAVE) are major players in the digital financial services sector. NU is a prominent digital bank serving more than 118 million customers across Brazil ...

Key Takeaways STLA recalls 250,651 U.S. vehicles due to defective side curtain airbags that may not hold pressure. Q1 2025 revenues fell 14% to EUR 35.8B, driven by shipment declines and weak pricing and product mix. Despite North American slowdowns, STLA's European market share hit 17.3% after seven new launches.Stellantis N.V. (STLA) is recalling 250,651 vehicles in the United States because of a defect in the side curtain airbags that may not be properly sealed, per the U.S. National Highway Traffic Sa ...

证券代码：002933 证券简称：新兴装备 公告编号：2025-027 北京新兴东方航空装备股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的《公 司章程等修订对照表》和《公司章程》。 此议案尚需提交公司 2025 年第一次临时股东大会以特别决议方式审议。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 （二）审议通过《关于修订 <股东大会议事规则> 的议案》 根据相关法律、法规、规范性文件的最新规定，结合公司实际情况，同意对 《股东大会议事规则》中的相关内容进行修订。修订后的《股东大会议事规则》 更名为《股东会议事规则》。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的《公 司章程等修订对照表》和《股东会议事规则》。 此议案尚需提交公司 2025 年第一次临时股东大会以特别决议方式审议。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 一、董事会会议召开情况 北京新兴东方航空装备股份有限公司（以下简称" ...

证券代码：600506 证券简称：统一股份 公告编号：2025-55 号 统一低碳科技（新疆）股份有限公司 第九届董事会第二次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 （一）本次董事会会议的召开程序符合《中华人民共和国公司法》（以下简 称" 《公司法》"）等有关法律、行政法规、部门规章、规范性文件和《公司章程》 的规定。 （二）本次董事会会议的通知及文件已于 2025 年 6 月 25 日以电话通知等方 式发出。 （三）本次董事会会议于 2025 年 6 月 30 日在公司会议室以现场结合通讯表 决方式召开。 （四）本次董事会会议应出席董事 9 名，实际出席董事 9 名。 （五）本次董事会会议由董事长刘正刚先生主持，公司高级管理人员列席本 次会议。 二、董事会会议审议情况 （一）以 9 票同意、0 票反对、0 票弃权，审议通过《关于对子公司统一（陕 西）石油化工有限公司资产计提减值准备的议案》 根据北京中同华资产评估有限公司出具的估值报告，以及公司财务部门的测 算结果，公司董事会同意 ...

证券代码：600821 证券简称：金开新能 公告编号：2025-50 结合公司实际情况，根据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司章程指引》等法律、法规、规范性文件的规定，公司修订部分制 度，修订的制度包括：《关联交易管理制度》《信息披露管理制度》《内幕信息知 情人登记管理制度》《重大信息内部报告制度》《外部信息报送和使用管理制度》 《特定对象来访接待管理制度》《董事、高级管理人员持有和买卖公司股票管理 制度》《投资者关系管理制度》《债券募集资金管理制度》《债券信息披露管理办 法》。 具体内容详见公司于同日在上海证券交易所网站(www.sse.com.cn)披露的 相关制度。 金开新能源股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 金开新能源股份有限公司（以下简称"公司"）第十一届董事会第九次会议 通知于 2025 年 6 月 20 日以书面形式发出，会议于 2025 年 6 月 30 日以非现场 形式召开。应出席董事 9 人，实际出席董事 9 人。本次会议由董事长尤明杨先 生主持，公司高 ...

一、董事会会议召开情况 事会第五十次会议通知于 2025 年 6 月 26 日以书面、电话、电子邮件 相结合的形式发出。 式召开。 中，以通讯表决方式出席会议的董事 5 位，为杨继林先生、刘信光先 生、赵阳先生、郑春美女士、李强先生。 秘书及其他高级管理人员列席了本次会议。 证券代码：000422 证券简称：湖北宜化 公告编号：2025-077 湖北宜化化工股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 性文件和《湖北宜化化工股份有限公司章程》《湖北宜化化工股份有 限公司董事会议事规则》的规定。 二、董事会会议审议情况 本次会议经过投票表决，一致通过如下议案： （一）审议通过了《关于调整 2024 年限制性股票激励计划预留 授予价格的议案》。 根据《上市公司股权激励管理办法（2025 年修正）》、公司 2024 年限制性股票激励计划（以下简称"本激励计划"）相关规定及 2024 年第五次临时股东会授权，同意对本激励计划预留授予价格进行调整。 表决结果：13 票同意、0 票反对、0 票弃权。 本议案已经公司第十届董事会薪酬与考核委员会第八次会议审 ...

Financial Data and Key Metrics Changes - The company has a strong balance sheet with over $190 million in cash, providing a runway through the first half of 2028 [4][22] - The company has extended its cash runway by a quarter and a half since the transaction with Biogen [6] Business Line Data and Key Metrics Changes - The company has three assets in clinical development: ATI-2138, ATI-45, and ATI-52, with ongoing studies in various indications [3][4] - ATI-45 is in phase three clinical studies in China for severe asthma and CRS with NP, and phase two studies in COPD [4] - A global phase two study in atopic dermatitis has been initiated, with sites in the US, Canada, and Europe [5][14] Market Data and Key Metrics Changes - The pipeline includes highly differentiated large and small molecule assets targeting multibillion-dollar addressable markets [4] - The company is actively seeking partners for ATI-45 in respiratory indications outside of China [14][15] Company Strategy and Development Direction - The company focuses on developing best-in-class therapeutics with a strong emphasis on both large and small molecule drug development [3] - Future plans include reporting top-line data from various studies in 2026, including those for ATI-2138 and ATI-45 [6][7][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the clinical progress and the potential of their pipeline, highlighting a rich catalyst calendar expected in 2026 [6][22] - The company aims to demonstrate the unique pharmacology and safety profile of its assets, particularly in atopic dermatitis and alopecia areata [20][21] Other Important Information - The company has made significant progress in clinical and preclinical plans since the transaction with Biogen [6] - The IND for the bispecific antibody ATI-52 was recently allowed, and phase one SADMAD work has begun [5][17] Q&A Session Summary Question: What are the next steps for the clinical studies? - The company plans to report top-line data from the phase two study of ATI-2138 imminently and initiate a clinical study in alopecia areata [6][20] Question: How does ATI-45 compare to competitors? - Management highlighted that ATI-45 has demonstrated enhanced potency compared to competitors like tezepelumab, with a greater than 60x inhibition of CCL 17 production [9][12] Question: What is the timeline for the next gen ITK selective molecule? - The company plans to file an IND for the next gen ITK molecule in 2026 and begin phase one work shortly thereafter [21][22]

Core Insights - Brunswick Corporation has been recognized by Newsweek as one of America's Greatest Workplaces in Manufacturing for 2025, highlighting its excellence in employee satisfaction and workplace culture [1][3] Company Overview - Brunswick Corporation (NYSE: BC) is the world's largest marine technology company, focusing on innovation in marine recreation and delivering technology-driven solutions [4] - The company operates with over 14,500 employees across 26 countries and is home to more than 60 industry-leading brands, including Mercury Marine and Boston Whaler [4] - Brunswick has received multiple national awards, including being named America's Best Large Employers for 2024 by Forbes Magazine for the sixth consecutive year [4] Recognition and Awards - The recognition from Newsweek is based on an analysis of over 400,000 confidential employee surveys and 4.9 million company reviews, along with 120 key performance indicators [2] - Jill Wrobel, Chief Human Resources Officer, emphasized that this recognition reflects the dedication and passion of the global team at Brunswick [3]

Group 1 - The Southern Regional Electricity Market is China's first continuous operating regional electricity market, covering Guangdong, Guangxi, Yunnan, Guizhou, and Hainan, with over 220,000 registered entities [1] - The market aims to optimize electricity resource allocation, respond to supply-demand fluctuations, and effectively address renewable energy consumption conflicts, marking a significant step towards a unified national electricity market [1][2] - The market's daily trading volume reaches 3.8 billion kilowatt-hours, surpassing the combined electricity consumption of the UK, France, and Germany [2] Group 2 - The market allows for daily uninterrupted cross-provincial trading, transitioning from weekly and monthly transactions, enhancing operational efficiency for power generation companies [2] - Companies like Guangzhou Development actively participate in the market, focusing on policy understanding, strategic planning, and optimizing trading strategies to maximize revenue [2][4] - The market's continuous settlement trial has validated its operational management and technical support systems through multiple rounds of testing [2] Group 3 - The national unified electricity market development plan outlines a three-step approach, aiming for a preliminary establishment by 2025 and full completion by 2029, with a focus on standardizing trading rules and regulatory frameworks [3] - The construction of the unified electricity market is expected to benefit various listed companies across the industry chain, allowing power generation companies to adjust their pricing strategies based on variable costs [4] - The ongoing market reforms are anticipated to create new opportunities for companies involved in renewable energy asset development and operation, as well as for digital solution providers in the electricity market [5]

夏清莹认为，高速铜缆连接可以覆盖数据中心的多个应用场景，如AI服务器、交换机、路由器等，中 短期内铜缆高速连接行业受益于AI算力基础设施建设的高需求，将维持在较好的景气度水平。长期来 看，随着带宽要求的提升，高速铜连接在体积、重量和传输距离方面可能遇到瓶颈，后续仍需要跟踪领 先厂商对于技术路径的选择和探索。 据悉，高速铜缆产业链涵盖了原材料供应链、生产制造和应用领域等多个环节。随着技术的进步和市场 的拓展，不少A股上市公司近日对外披露了自身在高速铜缆领域的业务布局情况。 公开资料显示，高速铜缆可通过铜线直接传输电信号，具有成本低、传输速率高、能耗低、可替代性强 等优势，主要用于数据中心内部服务器与交换机之间、存储器与交换机之间以及交换机与交换机之间的 短距离互联传输场景。 高速铜缆可以分为无源铜缆(DAC)、有源铜缆(ACC)与有源电缆(AEC)三大类。其中，AEC通过在线缆 两端加入相关芯片实现对信号的放大和再生，相比传统的DAC传输距离更长，还可以大幅优化信号质 量，未来有望大量应用于以太网接入侧(包括推理和训练架构)。 华西证券（002926）表示，2025年下半年，随着国内外云厂商加大资本开支，北美算 ...