800亿市值半导体巨头宣布：可能开展不超过36亿元的潜在投资。 7月3日下午，800亿市值半导体巨头沪电股份（002463）（002463）称，经公司董事会战略委员会提议，出于黄石沪士电子有限公司（下称"黄石沪士"） 未来经营发展的需要，董事会同意授权管理层与黄石经济技术开发区（下称"黄石经开区"）管理委员会开展意向性项目投资磋商，总投资额度不超过36亿 元。 沪电股份主要从事印制电路板(下称"PCB")制造。PCB是在覆铜板或通用基材上，按预定设计形成导电线路图形或含印制元件的功能板，用于实现电子元 器件之间的相互连接和中继传输，是组装电子零件的基础构件。 PCB素有"电子工业之母"之称，广泛应用于通信电子、消费电子、计算机、数据中心等领域。 黄石沪士系沪电股份全资子公司，也从事PCB制造。近年来，沪电股份整合生产和管理资源，将青淞厂26层以内PCB产品以及沪利微电传统汽车板产品加 速向黄石沪士转移，并相应扩充黄石沪士产能。 2024年度，黄石沪士实现营业收入29.29亿元，净利润近5亿元，分别同比增长47.33%、47.65%。 沪电股份的公告未披露其此次投资的具体形式。 上市公司称，黄石沪士的潜在项目投 ...

新华社厦门7月3日电 题：从厦门之兴看中国之治——习近平同志领导编制《1985年－2000年厦门 经济社会发展战略》启示录 任何伟大的理论，都能找到思想和实践的源流。 40年前，改革开放浪潮初起，习近平同志前往厦门工作，"第一次直接参与沿海发达地区的改革开 放，第一次亲历城市的建设和管理"。 当年，习近平同志领导编制的《1985年－2000年厦门经济社会发展战略》，以前瞻性的战略眼光指 明厦门永续发展之路，成为中国地方政府最早编制的一个纵跨十五年的经济社会发展战略规划。 如今，全面深化改革大潮澎湃，"海风海浪依旧，厦门却已旧貌换新颜"，乘着新时代的浩荡东风， 中国式现代化气象万千。 2024年10月16日，在全党上下学习贯彻党的二十届三中全会精神热潮中，习近平总书记来到厦门考 察。 在自由贸易试验区建设成果展，一本蓝色封皮、300多页厚的《1985年－2000年厦门经济社会发展 战略》，吸引了总书记的目光。仔细翻阅，往事如潮，涌上心头，总书记感慨系之："我们在这里参与 了创业，如今的发展，比我们当时想象的还要好。" 那是1985年，国务院批准将厦门经济特区范围由此前的2.5平方公里扩大到全岛131平方公里，逐 ...

Group 1 - The core viewpoint of the report indicates that the global insurance industry is expected to experience strong growth in 2024, with a projected growth rate of approximately 8.6%, surpassing the previous year's rate of 8.2% [1] - The Chinese insurance market is anticipated to achieve a remarkable growth rate of 11.2% in 2024, with total premium income reaching €754 billion, accounting for over half of the total premium income in the Asia region [1][2] - China's life insurance market is projected to grow by 15.4% in 2024, significantly exceeding the average growth rate of 7.8% in Asia, highlighting the strong demand for life insurance products among Chinese households [1] Group 2 - In the property insurance sector, China is the largest market in the Asia-Pacific region, contributing nearly half of the total premium income, with a growth rate of 4.9% in 2024, higher than the regional average of 4.0% [2] - The average per capita expenditure on property insurance in China is over double that of Asia, reaching €142, solidifying its leading position in the Asia-Pacific region [2] - The Allianz Economic Research Center forecasts an overall growth rate of 7.5% for the Chinese insurance market over the next decade, with life insurance expected to grow at 7.8% and property insurance at 6.4% [2]

Market Overview - Wall Street reached record-high levels, with the Dow, S&P 500, and Nasdaq Composite increasing by 5%, 10.6%, and 17.8% respectively in Q2 2025, marking it as the best quarter for U.S. stocks in the past year [1] - The small-cap benchmark, Russell 2000, also saw an 8.3% gain [1] - Positive market sentiment was driven by expectations of key trade deals and reduced fears of a near-term recession in the U.S. economy [2] Investment Opportunities - Recommended stocks with favorable Zacks Rank and momentum for Q3 include Jabil Inc. (JBL), Newmont Corp. (NEM), HEICO Corp. (HEI), Rockwell Automation Inc. (ROK), and The Estée Lauder Companies Inc. (EL), all holding a Zacks Rank 1 (Strong Buy) [3] Jabil Inc. (JBL) - Jabil is experiencing strong momentum in capital equipment, AI-powered data centers, cloud, and digital commerce sectors, with a focus on product diversification [6] - The company has a high free cash flow, indicating efficient financial management and operational efficiency [7] - Expected revenue and earnings growth rates for the next year are 5.9% and 18.5% respectively, with a 9% improvement in the Zacks Consensus Estimate for next-year earnings over the last 30 days [8] Newmont Corp. (NEM) - Newmont is progressing with growth projects, including the Tanami expansion and the Ahafo North project, with a commitment of $950 million to $1,050 million in development capital [10][11] - Expected revenue and earnings growth rates for the current year are 2% and 24.1% respectively, with a 3.3% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [11] HEICO Corp. (HEI) - HEICO is benefiting from increased orders for aftermarket replacement parts and repair services due to rising air travel and solid U.S. defense funding [12][13] - Expected revenue and earnings growth rates for the current year are 13.2% and 23.4% respectively, with a 1.1% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [14] Rockwell Automation Inc. (ROK) - Rockwell Automation is expanding its portfolio of hardware and software products, with investments in cloud technology supporting future growth [15] - Expected revenue and earnings growth rates for the next year are 6.7% and 16.1% respectively, with a 0.3% improvement in the Zacks Consensus Estimate for next-year earnings over the last seven days [17] The Estée Lauder Companies Inc. (EL) - The Estée Lauder Companies is focused on profitability through its Profit Recovery and Growth Plan, emphasizing innovation and digital expansion [18] - Expected revenue and earnings growth rates for the current year are 1.2% and 45.4% respectively, with a 0.5% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [20]

Supply Side - The approach to eliminate outdated production capacity includes market-driven mergers and government guidance, as seen in Japan's steel industry where the number of major companies reduced from six to three, achieving a combined crude steel production share of 71.6% by 2011[8] - Japan's government encouraged mergers through tax incentives, leading to the formation of Nippon Steel & Sumitomo Metal Corporation, the world's second-largest steel company, with a crude steel production share of 80.7% by 2014[8] - China has also implemented market-oriented reforms to promote mergers and capacity elimination, resulting in the establishment of China Baowu Steel Group, the largest steel conglomerate globally[8] Demand Side - Japan's "National Income Doubling Plan" in the 1960s aimed to boost domestic demand, resulting in an annual income growth exceeding 10% and private consumption reaching over 60% of GDP[20] - From 1983 to 1989, Japan's construction investment surged from 27.5 trillion yen to 46.4 trillion yen, driving steel consumption by approximately 10.3 trillion yen[20] - The U.S. "Marshall Plan" from 1948 to 1952 provided $15 billion in aid to Europe, facilitating the export of surplus production and stimulating the U.S. economy[22] Policy Measures - The U.S. has established a comprehensive bankruptcy procedure allowing companies to reorganize during bankruptcy, maximizing value for stakeholders[24] - Japan's legislation in 1978 provided employment assistance for laid-off workers during capacity reduction, including job training and extended unemployment benefits[25] - Risk factors include unexpected fluctuations in overseas economies and potential delays in the update of public data used in the report[26]

Company Overview - Albany International's market capitalization is $2 billion[13] - The company's 2024 revenue reached $1.231 billion[13] - Adjusted EBITDA for 2024 was $232 million[13] - The company's net debt in 2024 was $203 million[13] Machine Clothing (MC) Segment - The MC segment holds approximately 37% of the global paper machine clothing market share[63, 65] - Machine Clothing adjusted EBITDA margin is approximately 37% including Heimbach acquisition[83] - The Heimbach Group acquisition broadens the manufacturing footprint and enhances the sales and service network[81] Albany Engineered Composites (AEC) Segment - The AEC segment is focused on technology differentiation and maximizing customer solutions[101] - The company is investing in next-generation technologies for future growth in the AEC segment[97] Financial Performance & Strategy - The company's strategy for continued growth includes serving vital industries and solid execution[9] - The company's capital deployment is primarily focused on organic growth[37]

There is a lot of noise surrounding Hess Midstream (NYSE: HESM ) and whether or not Chevron ( CVX ) will take it over if its acquisition of Hess ( HES ) is Successful. I see value in theI have a long-term investment horizon and look for companies with strong fundamentals that have been beaten down due to short-term headwinds. I believe the market is overly concerned with the short-term, which leaves many great companies mispriced. I seek to uncover these short-term mispricings to unlock long-term value.Anal ...

CHONGQING, CHINA - FEBRUARY 23: In this photo illustration, the SoundHound AI logo is displayed on a ... More smartphone screen, with the company's latest stock market performance and candlestick charts visible in the background, highlighting SoundHound AI's real-time financial trends, stock price fluctuations, market volatility, and investment developments within the artificial intelligence, voice recognition, and technology sectors, on February 23, 2025 in Chongqing, China. (Photo by Cheng Xin/Getty Image ...

BuildingBenjamins is a free stock picking and market commentary investment newsletter. Building Benjamins is the DBA (doing businesses as) publishing entity for Tradition Investment Management, LLC, a registered investment adviser. Benjamin Halliburton, our founder, also founded Tradition Capital Management in 2000 and was named “PSN Manager of the Decade” for All-Cap in the 2000s and “PSN Manager of the Decade” for Dividend Value in the 2010s. Since starting his investment career at Merrill Lynch in 1986, ...

Magic V5依然主打轻薄，厚度为8.8mm、重量217g。和同样在上半年发布的友商大折叠产品做对比，vivo X Fold5做成玻纤背板的"钛度"配色机的折叠态厚 度为9.2mm、重量为217g，其余配色的厚度增加0.5mm、重要增加2g；OPPO Find 5的白色、黑色款厚度为8.93mm，重要229g。因此，荣耀管理层称Magic V5是"全球最薄、全球最轻"的大折叠手机。 近期，苹果供应链上下游传出关于苹果首款折叠屏手机的原型测试阶段预计将于今年年底完成、于2026年发布的消息。 荣耀期待苹果加入这场折叠屏的"战争"吗？面对这一问题，荣耀公司产品线总裁方飞表示，非常期待苹果折叠屏的发布，"苹果入局表明苹果认为折叠屏赛 道值得加入，会激发更多消费者对于折叠品类的考量，也会有更多玩家加入这个赛道。这也说明我们这几年的坚守是值得的。" 方飞称，荣耀最早进入折叠屏领域时，"真的是一穷二白"，没有任何一张图纸。苹果的加入对荣耀而言是一种激励，期待和苹果同台竞技。方飞还透露，荣 耀的小折叠新品将在今年8月推出。 从2020年折叠屏手机开启商业化以来，5年时间，华为、小米、vivo、OPPO、荣耀等主流厂商相继 ...