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双氧水制备有了新方法——“朽木”发电 空气“供氧”
Ke Ji Ri Bao· 2025-05-15 08:41
纸张漂白、医疗消毒、污水处理……这些与生活息息相关的领域,总少不了过氧化氢(俗称"双氧 水")的身影。作为人类生活生产的重要化学品,过氧化氢目前主要通过蒽醌法生产,但该法需高温高 压,能耗高、设备复杂,在储存和运输方面存在安全隐患。 赵雪冰团队探索出的过氧化氢制备方法的主要创新在于,利用木质素合成了一种新型催化剂,能够 显著提升电解效率。更值得一提的是,为整个电解系统供能的电源是该团队此前自主研发的直接生物质 燃料电池,"主角"也是木质素。 近期,研究人员探索出一种更安全、更绿色的过氧化氢制备新方法。清华大学化学工程系副教授赵 雪冰带领团队,以制浆造纸黑液中的废弃物木质素为原料,通过产电和电解耦合方式,利用空气中的氧 气氧化木质素,源源不断地生成过氧化氢。整个制备系统无需高温、高压,甚至不用通入外部电源,只 需通入空气即可,为分布式、移动式制备过氧化氢提供了新的解决方案。日前,相关论文发表于《能源 与环境科学》。 木质素变废为宝 木质素,是一种天然的高碳有机聚合物。听起来或许有些陌生,但它在生活中随处可见。伸手触摸 路边的树干,其内里就富含木质素。它是构成植物骨架的主要成分之一,为木材提供了刚硬的结构支 撑。 ...
Charles River Laboratories International (CRL) 2025 Conference Transcript
2025-05-14 16:40
Summary of Charles River Laboratories International (CRL) Conference Call Company Overview - **Company**: Charles River Laboratories International (CRL) - **Event**: 2025 Conference Call - **Date**: May 14, 2025 Key Points Financial Performance - CRL reported better-than-expected Q1 results, primarily driven by the DSA division [4][5] - Revenue outlook improved by 1% to a range of -4.5% to -2.5% for the year, with EPS guidance raised by $0.20 to a range of $9.3 to $9.8 [5] - Net book-to-bill ratio exceeded one for the first time in two years, indicating a positive trend in bookings [4][8] Booking Trends - Bookings increased by 20% year-over-year, mainly from global biopharma clients [9] - Short-term bookings were prevalent, indicating clients are moving forward with programs quickly [11][12] - Mid-tier biotech clients showed revenue growth, reflecting improved funding conditions [10] FDA Policy Impact - The FDA announced plans to reduce animal testing, which has implications for CRL's business model [5][15] - CRL has invested approximately $200 million in alternative methods and technologies to align with the FDA's new guidelines [18][19] - Current revenues from new approach methods (NAMS) are about $200 million annually, expected to grow as new technologies are validated [20] Manufacturing and CDMO Segment - The CDMO segment experienced a revenue decline due to the loss of a commercial client, impacting revenue by 500 basis points [32] - Despite this, there is a strong pipeline of interest from new clients, particularly in gene therapy [33][34] Research Models and Services (RMS) - RMS division has maintained pricing power despite a decline in animal usage, with a positive mix of more complex models [37] - Academic and government clients, which represent about 20% of RMS, have shown growth in Q1, with no immediate impact from NIH cuts [39][40] Non-Human Primate (NHP) Supply Chain - Concerns regarding NHP trade restrictions from Cambodia have been addressed, with CRL confident in its diversified supply chain [46][48] - Less than 30% of NHP supply comes from Cambodia, with efforts to increase capacity from Mauritius [48] Cost Savings and Efficiency - CRL aims for $175 million in annualized cost savings in 2025, increasing to $225 million in 2026 [51] - Focus areas include site consolidation and automation to improve efficiency [52][54] Market Outlook and Strategic Focus - No immediate changes in client priorities due to drug pricing policies; clients are focused on executing existing plans [56] - Potential for M&A exists, but current capital deployment is focused on share repurchases and debt repayment [60][61] Misunderstandings About CRL - CRL is primarily a drug development company, utilizing both in vivo and in vitro methods, and is committed to guiding regulatory agencies towards new technologies [63][64] Additional Insights - The transition to NAMS technologies will take time, with a focus on patient safety and scientific validation [22][28] - The company is well-positioned to adapt to changes in the regulatory landscape and market demands [22][46]
32个黄金赛道,品牌增长200%以上,这5亿年轻人的生意这么好做?
Sou Hu Cai Jing· 2025-05-14 14:42
01 商家喜欢什么样的流量? 投流有流量,不投就没有流量!这是商家当前最普遍的痛苦。 做生意成了一场花钱比赛,太没有安全感了。 其实,解决流量焦虑最核心的问题还是要找到一个自然流量充足有增长空间的平台,与此同时平台的付费流量也极具回报价值,这样才能带来长期稳定的增 长。 在线下有30家实体店的潮牌BIPOLAR,从年销800万到1.5个亿,只用三年,核心就是他们在每个阶段都有不同的流量策略; 著名运动品牌Kappa,去年在得物增长340%,付费流量ROI最高达27,后续平均也在12到14之间; 新兴品牌海洋至尊在得物测出一个爆款,立刻在全网通投拉满,很快成为各个平台细分类目第一。 这些不同类型的品牌们似乎都找到了在得物玩转流量的密码,但我看完他们的故事后,发现他们都不只是在这里卖货,而是把得物当做了品牌肌理的锻造 厂,正在被5亿年轻人重塑品牌气质。 02 BIPOLAR,从800万到1.5亿,只用三年 品牌在不同的发展阶段,应该有不同的流量和经营策略。 BIPOLAR是2022 年开始在得物经营,销售额 800 万;2023 年为 2000 万;2024 年达 5000 万;2025 年截至目前已近 5000 ...
贸易战虽然赢了,但还是要发展内需啊!
集思录· 2025-05-14 13:51
Core Viewpoint - The article discusses the current state of China's economy, highlighting the challenges in stimulating domestic demand and the impact of external factors such as tariffs and inflation in the U.S. [1] Group 1: Economic Conditions - China's export decline and the unchanged inflation expectations in the U.S. indicate a persistent economic challenge for both countries [1] - Recent policies aimed at stimulating domestic demand, such as interest rate cuts, have been implemented, but their effectiveness is yet to be seen [1] Group 2: Domestic Demand Issues - The traditional methods of boosting domestic demand have proven ineffective, suggesting a need for new strategies [2] - The low proportion of disposable income relative to GDP raises concerns about consumer spending, as previous consumption was driven by real estate price bubbles [4] - The lack of long-term security and insufficient social welfare contribute to a culture of forced savings among the population, limiting consumption [13] Group 3: Structural Economic Challenges - The debate over whether to rely on market mechanisms or planned economy approaches for resource allocation is crucial, as current planning efforts may lead to inefficiencies [8] - The suggestion to cut ineffective infrastructure projects and redirect funds to social security systems raises concerns about potential short-term economic slowdown and increased unemployment [12] Group 4: Housing Market and Consumption - Stimulating the housing market is viewed as a significant way to boost consumption, as home purchases represent a major expenditure for consumers [9] - The financial burden of housing loans on new homeowners indicates a trend of high leverage in consumer spending [10] Group 5: Future Outlook - The need to cultivate a large middle class with high-income jobs is emphasized as essential for sustaining domestic demand [18] - The article questions whether the perceived stagnation in domestic demand is due to a misinterpretation of what constitutes consumption, particularly in light of significant government investment in infrastructure and housing [19]
Biodesix(BDSX) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:30
Biodesix (BDSX) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Speaker0 Please be advised that today's conference is being recorded. I would now like to hand the conference over to Chris Brenzi. You may begin. Speaker1 Thank you, operator, and good afternoon, everyone. Today, Biodesix released results from the first quarter of twenty twenty five. Leading the call today will be Scott Hutton, Chief Executive Officer. He is joined by Robin Harpurkawi, Chief Financial Officer. An audio recording of today's call ...
每日钉一下(价值投资,在A股有效吗?)
银行螺丝钉· 2025-05-13 13:45
文 | 银行螺丝钉 (转载请注明出处) 从历史数据看,指数增强基金的平均收益,多数年份是可以跑赢对应指数的。 但其中也有一部分跑输了指数,如果不谨慎挑选的话,也有可能买到的基金,实际上跑不赢指 数。 那应该如何挑选优秀的指数增强基金呢? 这里有一门限时免费的福利课程,介绍了指数增强基金的投资方法。 想要获取这个课程,可以添加下方「课程小助手」,回复「 指数增强 」领取哦 ~ ◆◆◆ ▼点击阅读原 文,免费学习大额家庭资产配置课程 ...
长胖会让人变傻,中年“发福”更危险
Huan Qiu Shi Bao· 2025-05-13 08:56
受访专家 北京中医药大学东直门医院脑病一科主任医师 万继峰 北京大学首钢医院营养科主任、内分泌科主任医师 龚雄辉 长胖会让大脑变"傻" 《柳叶刀》子刊曾发表研究发现,内脏脂肪增加0.27千克,认知年龄可衰老0.7年;《衰老与疾病》杂志 上的研究表明,内脏和皮下脂肪含量越高,大脑萎缩越严重,痴呆风险越高。 脂肪并非十恶不赦,北京中医药大学东直门医院脑病一科主任医师万继峰强调: 很多人都知道,体内脂肪过多会诱发高血脂、肥胖或脂肪肝等疾病。其实,脂肪太多还会影响大脑。 近期我国学者发表在英国《自然·精神健康》杂志的最新研究表明,长期肥胖不仅会影响神经连接和认 知功能,还会加速大脑萎缩、退化,好像在"吃"掉大脑。 《生命时报》采访专家,解读脂肪与健康的关系,并教你如何减轻"发福"带来的伤害。 脂肪是机体重要的能量储备库,1克脂肪可提供约9千卡能量,是1克碳水化合物、蛋白质的2倍多,还负 责辅助肠道吸收多种必需维生素。 脂肪组织会分泌多种激素,参与免疫和代谢调节,维持女性生殖功能。 皮下脂肪维持着体温恒定,分布在心、肾等器官周围的适量脂肪可缓冲外部冲击等。 但是,当下国人的饮食普遍高油高盐高糖,同时久坐少动,多余能量无 ...
每日钉一下(财报更新,上市公司盈利增长情况如何?)
银行螺丝钉· 2025-05-12 13:53
文 | 银行螺丝钉 (转载请注明出处) 想要获取这个课程,可以添加下方「课程小助手」为好友,给小助手发送「 主动基金 」领取哦~ ◆◆◆ 买主动基金,就是买基金经理。 ▼点击阅读原 文,免费学习大额家庭资产配置课程 不过目前市场上已经有几千位基金经理了。如果没有系统的方法论,只凭个人感觉进行挑选, 会比较困难。 这里有一门限时免费的福利课程。螺丝钉通过两门图文课程,介绍了主动基金的投资方法。 ...
面对复杂决策时,聪明人都在问这4个问题
3 6 Ke· 2025-05-12 03:59
在不确定时期,要想出色地领导团队,你并不需要拥有完美的预见力,但提出恰当的问题可以塑造你的应对方式。它们能揭示错误的假设,突 显隐藏的机会,并帮助你专注于你能掌控的事情。战略性决策并非要知晓所有答案,而是要提出能引导你做出更明智、更具韧性的决策的问 题。 地缘政治不稳定、气候冲击、人工智能带来的变革等等因素交织,如今的领导者们面临的已不是偶发的危机,而是处于一种 "永久危机" 的状态。 当形势不断变化,基于旧有假设做出的决策可能很快就会过时。曾经行之有效的方法或许不再适用。 在此情形下,提出正确的问题是领导者能采取的最有力行动之一。这是因为好的问题不仅能帮你找到答案,还能拓宽你的思路,助你从全新视角审视各种 选择。 传统的问题旨在减少不确定性,比如:投资回报率是多少?我们的时间规划如何?我们怎样确定关键节点?然而,当波动性成为常态,这些问题可能会在 不经意间过早地缩小视野范围,导致团队过早锁定方案,忽视系统性变化,或延误关键行动。在压力之下,人们很自然地会聚焦于熟悉的事物,但这种本 能可能会营造出一种掌控感的错觉,使你对新出现的风险视而不见,错过宝贵机遇,或者在世界已然向前发展时,仍困于昨日的逻辑之中。 在不 ...
申万宏源证券晨会报告-20250512
| 指数 | 收盘 | | 涨跌(%) | | | --- | --- | --- | --- | --- | | 名称 | (点) | 1 日 | 5 日 | 1 月 | | 上证指数 | 3342 | -0.3 | 4.87 | 1.92 | | 深证综指 | 1971 | -0.88 | 8.07 | 2.88 | ◼ 构建全新基金业绩衡量方法:1)相似基金样本提取:提取过去三个月表现, 计算其每日较万得偏股混合型基金指数(885001)的超额收益并计算相关 性矩阵。提取与目标基金相关性排在前 2%的基金作为其比较样本。2)计 算下一个月在比较样本中的分位数:2017 年以来截止 2025M4,该选基模 型可以取得稳定战胜 885001 指数的历史表现:区间回报达 112.96%,显 著超越 885001 的 53.43%。 | 风格指数 | 昨日表现 | 1 个月表现 | 6 个月表现 | | --- | --- | --- | --- | | | (%) | (%) | (%) | | 大盘指数 | -0.15 | 4.65 | -5.91 | | 中盘指数 | -0.79 | 4.9 | -10. ...