Aqua Metals (AQMS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Any forward looking statements. The company does not undertake and specifically disclaims any obligation to update or revise such statements to reflect new circumstances or unanticipated events as they occur, except as required by law. As a reminder, after the formal remarks, we will be taking questions. Questions will be accepted on the call from analysts, and all other investors can submit a question using the webcast portal provid ...

东吴证券发布研报称，25Q1年啤酒板块营收200.43亿元，同比+3.68%，归母净利润25.19亿元，同比 +10.62%，2025年一季度呈现恢复性增长。一方面经营节奏支撑量价表现回暖，25Q1销量表现稳健， 25Q2、25Q3进入低基数阶段，销量节奏有望边际向好，同时中高档品类升级的大逻辑仍将持续兑现， 经营层面量价边际提速可期；另一方面，当前餐饮修复节奏仍相对缓慢，期待政策加力支持餐饮渠道更 快修复，对啤酒量价形成正向支撑。 量价阶段性承压、成本弹性延续，利润持续增长 1)纵向时间维度来看，2024年啤酒龙头相比之前几年销量、吨价表现均明显承压，一方面来自于国内啤 酒市场消费复苏乏力，另一方面龙头公司亦主动去库确保渠道良性。从2025年一季度来看，尽管吨价表 现仍偏弱，但销量已呈现恢复性增长。2)2024年以来成本弹性稳步兑现，同时升级韧性延续，2024全年 毛利率水平稳步抬升。25Q1吨价虽有所下滑，但成本弹性延续，毛利率仍持续提升。3)毛利率稳步抬 升、费用投放相对克制，整体毛销差持续改善，带动利润持续增长。 东吴证券主要观点如下： 2024年阶段性承压，25Q1恢复性增长 2024年整体消费疲软 ...

5月8日，A股三大指数早盘全线飘红，创业板指现涨超1.1%，截至发稿，科创芯片指数跌0.71%，成分 股中，源杰科技涨超3%，中科飞测、睿创微纳、佰维存储、金宏气体、燕东微等跟涨。 上海证券表示，电子半导体2025年或正在迎来全面复苏，产业竞争格局有望加速出清修复，产业盈利周 期和相关公司利润有望持续复苏。 甬兴证券表示，持续看好受益先进算力芯片快速发展的HBM产业链、以存储为代表的半导体周期复苏 主线。（1）HBM：受益于算力芯片提振HBM需求，相关产业链有望迎来加速成长。（2）存储芯片： 受益于供应端推动涨价、库存逐渐回归正常、AI带动HBM、SRAM、DDR5需求上升，产业链有望探底 回升。 科创芯片ETF（588200）跟踪科创芯片指数，该指数从科创板上市公司中选取业务涉及半导体材料和设 备、芯片设计、芯片制造、芯片封装和测试相关的证券作为指数样本。此外，科创芯片ETF（588200） 还配备了场外联接基金（A类：017469；C类：017470）。 消息面上，据上海证券报，2024年，科创板未盈利企业营收规模再创新高，多家企业通过核心技术突破 与商业化加速实现业绩跃升。经统计，54家未盈利企业合计实 ...

J P M O R G A N Asia Pacific Economic Research 04 May 2025 China monthly data outlook When economic recovery meets tariff tsunami China's 1Q GDP and March activity data pointed at a solid growth momentum. Real GDP grew 5.4%oya in 1Q on a solid 6.6%q/q saar expansion (after a strong recovery of 7.6%q/q saar in 4Q). The details of March activity data generally beat expectations. On the production side, IP came in notably above expectations, rising 7.7%oya on a 0.7%m/m sa gain. On the demand side, retail sales ...

Alternative asset managers have had a strong recovery since April 8th, when most of the reciprocal tariffs proposed were paused for 90 days . Brookfield Asset Management Ltd. (NYSE: NYSE: BAM ) was no exception, and sinceHey there! My focus here is to provide you with insightful rating analysis on the world's leading financial firms to help you navigate and comprehend the latest investment opportunities while identifying potential pitfalls. My favorite picks are those that are tilted toward both the growth ...

Marcus & Millichap (MMI) Q1 2025 Earnings Call May 07, 2025 10:30 AM ET Company Participants None - ExecutiveHessam Nadji - President and CEOSteve Degennaro - Executive VP & CFO Conference Call Participants Young Ku - Equity Research Analyst Operator Greetings, and welcome to Marcus and Millichap's first quarter twenty twenty five earnings conference call. As a reminder, this call is being recorded. I would now like to turn the conference over to your host, Yac Korne. Thank you. You may begin. None Thank yo ...

Marcus & Millichap (MMI) Q1 2025 Earnings Call May 07, 2025 10:30 AM ET Speaker0 Greetings, and welcome to Marcus and Millichap's first quarter twenty twenty five earnings conference call. As a reminder, this call is being recorded. I would now like to turn the conference over to your host, Yac Korne. Thank you. You may begin. Speaker1 Thank you, operator. Good morning, and welcome to Marcus and Millichap's First Quarter twenty twenty five Earnings Conference Call. With us today are President and Chief Exec ...

Loma Negra (LOMA) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Company Participants Diego Jalón - IR ManagerSergio Faifman - Vice-President of Board & CEOMarcos Isabelino Gradin - Chief Financial OfficerAlejandra Obregón Martínez - Vice President Equity ResearchDaniel Rojas Vielman - Vice President Conference Call Participants Marcelo Furlan Palhares - Equity Research Analyst Operator Good morning and welcome to the Loma Negra First Quarter twenty twenty five Conference Call and Webcast. All participants ...

Loma Negra (LOMA) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Speaker0 Good morning and welcome to the Loma Negra First Quarter twenty twenty five Conference Call and Webcast. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Also, Sergio Faifman will be responding in Spanish immediately following an English translation. Please note this event is being recorded. I would now turn the conference over to Mr. Diego Jalon, Head of IR. Plea ...

BorgWarner (BWA) Q1 2025 Earnings Call May 07, 2025 09:30 AM ET Speaker0 Good morning. My name is Wyatt, and I will be your conference specialist. At this time, I would like to welcome everyone to the BorgWarner twenty twenty five First Quarter Results Conference Call. All participants will be in listen only mode. I would now like to turn the call over to Patrick Nolan, Vice President of Investor Relations. Mr. Nolan, you may begin your conference. Speaker1 Thank you, Wyatt. Good morning, everyone. Thank yo ...