Company Performance & Strategy - Newell's net sales were $7.6 billion [9] - Approximately 90% of sales are attributed to 25 brands [9] - International sales account for 38% of total sales [9] - In 2024, the company implemented a new corporate strategy based on a capability assessment conducted in 2023 [17, 39, 102, 146] - The company is focused on its top 10 brands [30] Financial Improvements & Outlook - TTM normalized EBITDA was $884 million as of Q1 2025 [9] - TTM Normalized Gross Margin percentage is 31.9%, reflecting a +610 bps increase [113] - Operating cash flow improved by over $750 million from FY22 to FY24 [138] - The company reduced net debt by approximately $175 million in 2024 [138] - The leverage ratio decreased from 5.8x in FY23 to 4.9x in FY24 [140] Supply Chain & Cost Optimization - China to US sourcing has been reduced from 35% to less than 10% by the end of 2025 [91] - The company has reduced its supply base by approximately 45% since 2020 [122] - Transportation costs decreased by 40 bps in 2024 [114, 126] - Headcount has been reduced by 14% since 2022 [132]

Core Insights - Glo Fiber, powered by Shenandoah Telecommunications Company (Shentel), has launched a 100% fiber optic broadband service in Hillsboro, Ohio, aiming to serve over 3,000 homes and businesses with high-speed internet by early 2026 [1][2]. Company Overview - Glo Fiber provides next-generation fiber-to-the-home (FTTH) multi-gigabit broadband internet access, live streaming TV, and digital phone service, currently available to approximately 363,000 homes and businesses [4]. - Shentel operates an extensive regional network with over 17,200 route miles of fiber, offering broadband internet, video, voice, high-speed Ethernet, dark fiber leasing, and managed network services [5]. Service Features - Glo Fiber offers symmetrical upload and download speeds of up to 5 gigabits per second (Gbps), utilizing fiber-to-the-home technology for high speeds, low latency, and reliability [2][8]. - The company emphasizes easy pricing with no long-term contracts and prides itself on providing prompt and friendly local customer service [8]. Community Impact - The Mayor of Hillsboro highlighted the importance of strong infrastructure, stating that fiber broadband adds value to businesses, students, and homeowners, and expressed satisfaction with Glo Fiber's investment in the community [2]. - Glo Fiber's service is positioned as a game-changer for local businesses, supporting remote work and education, and enhancing digital experiences for families [3].

Core Points - GameStop is involved in a class-action lawsuit regarding an alleged privacy breach, where it is accused of sharing customers' personal information without consent [1][2] - The settlement amounts to $4.5 million, with affected customers eligible for a cash payment of up to $5 or a voucher worth approximately $10 [2] - Customers who purchased a game from GameStop's website between August 18, 2020, and April 17, 2025, and have a public Facebook account can qualify for compensation [3] Settlement Details - Eligible customers must submit a claim by August 15, providing personal information and proof of Facebook account ownership [4] - GameStop denies any wrongdoing but has opted for the settlement to avoid further legal uncertainties and costs [6]

Financial Performance & Growth - IMAX reported a 40% growth in global box office market share from 2018 through 1Q25[11] - The company's 1Q25 Total Adjusted EBITDA margin was 43%[11], exceeding the FY25 guidance of 40%+[96] - IMAX projects over $12 billion in IMAX Box Office revenue for 2025[36] - The company has repurchased 19% of shares outstanding since 2020[11, 124] Network Expansion & Backlog - IMAX's global network scale includes 1,738 systems[11] across 89 countries and territories[11, 38] - The company has a contracted IMAX system backlog of 516 systems[11, 42] - International markets (excluding China) have seen over 27% network growth since pre-pandemic (year-end 2019 to March 31, 2025)[14] Content & Strategy - IMAX is increasing its connection with studios and filmmakers, expecting a record 11 Filmed For IMAX (FFI) Hollywood titles in 2025[11] - The company expects over 60 local language titles in 2025, demonstrating a 27% CAGR from 2019-2024[86, 87] - IMAX is partnering with streaming platforms to eventize and launch content[75] Financial Position - As of March 31, 2025, IMAX has $4015 million in total liquidity[117] - The company's net debt to TTM Total Adjusted EBITDA is 128x[119]

2025年7月 土拍预告 2025年7月，18个重点城市计划出让含宅土地73宗，起拍总价632亿元 1个城市本月计划出让底价超过100亿元：上海 单日超50亿元：上海（24号） | 城市 | 挂牌裁止日期 | 地块数 | 底价(亿元) | 建面(万㎡) | 占地(万㎡) | | --- | --- | --- | --- | --- | --- | | | | H | | | | | 上海 | 7月24日 | 10 | 233.22 | 48.58 | 22.15 | | | 7月8日 | 1 | 2.48 | 2.48 | 2.26 | | | 7月15日 | 2 | 28.06 | 19.14 | 7.09 | | 杭州 | 7 月 22 日 | 2 | 15.23 | 11.17 | 5.07 | | | 7月29日 | 3 | 46.10 | 36.26 | 18.61 | | 苏州 | 7月9日 | 3 | 15.48 | 16.10 | 8.36 | | | 7月10日 | 1 | 15.83 | 9.16 | 7.04 | | | 7月23日 | 2 | 49.64 | 11.82 | 10.7 ...

7月预期供应稳中有降， 新房成交绝对量或将延续低位波动，基于去年基数较低，同比降幅仍有进一步收 窄的可能，延续弱复苏走势。 ◎ 文 / 俞倩倩 7月供应同环比齐降3成重回年内次低， 一线城市中北京独撑大局，沪广深集体缩量。二线城市中超八成城市环 比下滑；三四线城市供应累计同比跌幅进一步扩大。 从供给结构来看，重点城市刚需、改善、高端占比结构为40%、45%和15%，呈现出以改善为主，刚需为辅的供 应结构。 近7成城市以主城为供应主力。 基于7月供应稳中有降，房企推盘积极性一般，故而 新房成交绝对量或将延续低位波动，不过基于去年基数较 低，同比降幅仍有进一步收窄的可能，延续弱复苏走势。 而从市场热度来看，或将高位回落：据CRIC监测数 据，28个重点城市2025年7月预期项目平均去化率29%，环比下降15pcts,同比上升1cts。 01 规模：7月28城供应同同环比降3成重回年内次低，沪深蓉等缩量显著 7月房企推盘积极性稳步回落，整体供给量为年内次低，土地对新房供给约束日益显著： 据CRIC调研，7月28个 重点城市预计新增商品住宅供应面积513万平方米，环比下降32%，同比下跌29%，绝对量仅高于2025年 ...

大家好，这里是歸藏（guizang），分享一下 Gemini CLI 不写代码能有多好用！ 前几天最近随着 Claude Code 这个命令行 AI 代码工具的火爆，谷歌也耐不住寂寞推出了自己的同类产品 Gemini CLI，而且完全免费，非常顶。 探索和整理不易，这里先要一个点赞喜欢 和转发✈️，谢谢各位了 来看一下我会教你用 Gemini CLI 实现哪些能力： 简单解释一下这类产品和 Cursor 之类的区别 首先他们是没有界面的，所有的操作都是在终端以命令行的方式展示。 然后就是也是 Agents 可以自动执行任务处理本地文件，同时内置了非常多的工具，比如谷歌搜索、阅读文件、查找文件、搜索文字、写入文件、保存记忆等，你 输入 /tools 然后回车就可以让他列出目前支持的工具。 另外 Gemini CLI 也是支持 MCP 的，你可以安装其他的 MCP 工具帮助模型扩充上下文。 我不会编程是不能不能用 很多朋友说命令行是不是很复杂啊，我不会编程是不是会很难用。 其实并没有， 如果你的网络环境正常，能够正常登录 Gemini CLI 的话，跟使用 Cursor 没有本质区别 。 因为核心交互的时候还是主 ...

Contract Status Overview - The report provides an overview of Seadrill Limited's fleet contract status as of May 12, 2025 [1] - The fleet includes drillships, benign semi-submersibles, and harsh environment rigs [9, 10] - The report contains forward-looking statements subject to risks and uncertainties [2, 3] Drillship and Semi-Submersible Contracts - West Auriga has a contract with Petrobras in Brazil, with a total contract value at signing of approximately $577 million, including mobilization and additional services [9] - West Carina is contracted with Petrobras in Brazil at a dayrate of $252,600 [9] - West Jupiter has a contract with Petrobras in Brazil, with a total contract value at signing of approximately $525 million, including mobilization and additional services [9] - West Polaris has a contract with Petrobras in Brazil, with a total contract value at signing of approximately $518 million, including mobilization and additional services [9] - West Tellus has a contract with Petrobras in Brazil, with a total contract value at signing of approximately $539 million, including mobilization and additional services [10] - West Neptune has a contract with LLOG in the U.S Gulf, with a total contract value of approximately $86 million, excluding additional services, for an approximate 180-day duration [9] - West Gemini is contracted with TotalEnergies in Angola at a dayrate of $404,800 [9] Harsh Environment Rigs - West Elara is contracted with ConocoPhillips in Norway until March 2028 at a market-indexed rate [10]

2025年6月26日，第二届中欧企业环境、社会和公司治理（ESG）最佳案例大会，于德国南部经济重镇 斯图加特市举行。本届大会是由中国驻法兰克福总领馆主办，并由德国国际合作机构、德国巴登符腾堡 州工商会、德国巴登符腾堡中德经济协会、斯图加特会展中心、毕马威德国、德中经济联合会等德方机 构，以及新华网、中欧企业联盟、中国对外承包工程商会等多个中方机构共同联合举办。本届大会的主 题是"凝心聚力向未来——为了更创新，更健康，更智慧，可持续的未来"。大会举办期间，江淮汽车凭 借在智能新能源领域的卓越创新和突破性成果，获得"科技创新优秀案例"。 作为中国汽车工业的骨干企业，江淮汽车始终将科技创新作为企业发展的核心驱动力。2024年，江淮汽 车研发投入达34.64亿元，同比增长55.03%，占营收比重提升至8.23%。截至2024年底，累计获得授权专 利16222件，当年新增授权专利98件，形成了覆盖整车集成、核心零部件、智能网联等全领域的专利布 局。 数十亿元的研发投入不仅夯实了江淮汽车的技术根基，更催生了DEFINE平台旗下一系列创新成果—— DEFINE技术愿景概念车、DEFINE-S与 DEFINE-X原型概念车凭 ...

博菲电气今日涨停，全天换手率55.95%，成交额3.57亿元，振幅10.43%。龙虎榜数据显示，机构净卖出 708.62万元，营业部席位合计净买入3681.35万元。 深交所公开信息显示，当日该股因日换手率达55.95%上榜，机构专用席位净卖出708.62万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.31亿元，其中，买入成交额为8013.07 万元，卖出成交额为5040.34万元，合计净买入2972.73万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买三、卖一、卖四、卖五，合计买入 金额2203.40万元，卖出金额2912.02万元，合计净卖出708.62万元。 资金流向方面，今日该股主力资金净流入7662.79万元，其中，特大单净流入8080.95万元，大单资金净 流出418.16万元。近5日主力资金净流入7512.25万元。 博菲电气7月2日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 东亚前海证券有限责任公司四川分公司 | 2029.02 | 0.0 ...