[Music] [Applause] [Music] [Applause] [Music] [Applause] Wowch. Good afternoon to you all one and all lovely people of this nation of ours Australia. If it was just you and me guided by old ways, words would come to me in their own time. knowledge was implanted in me to share with you. But today we will tell try to tell this story in just 15 minutes. UAW Sai Gat North Queensland. My name is Taya Mcros Elu. I am a descendant of the Saibby Kadal Chipton clan in the top western islands of the Tor Strait called ...

本报记者 丁蓉 AI（人工智能）眼镜被誉为继智能手机之后的下一个超级终端，其相关产业链一直备受市场关注。近 日，《证券日报》记者走访深圳市多家实体零售店了解到，AI眼镜C端（个人消费）市场热度渐起，一 批消费者踊跃"尝鲜"。 全联并购公会信用管理专业委员会专家安光勇在接受《证券日报》记者采访时表示："国内AI眼镜产业 近年来呈现高速发展态势，技术迭代与市场扩张同步推进，主要得益于政策支持、市场需求和技术进 步。" 市场热度升温 在深圳万象汇购物中心3楼的眼镜品牌门店，记者看到，智能眼镜专区占据了门店中心位置，摆放了雷 鸟、李未可、界环、星际魅族等多个国内品牌AI眼镜。记者了解到，目前主流AI眼镜的售价主要集中 在几百元至数千元之间。 门店配镜顾问刘艳琴向记者表示："门店设置了展示智能眼镜专区，吸引了不少消费者前来体验，加之 可以享受以旧换新补贴，一些消费者试戴以后就直接购买了。" "这是我第一次来实体店试戴，没想到AI眼镜产品已经做得如此轻便，我选中的这款仅仅20多克，这一 点大大出乎我的意料。它的翻译功能也吸引了我，如果功能再丰富一点就更好了。"在门店内，一位消 费者向记者表示。 中国城市专家智库委员会常务 ...

Financial Data and Key Metrics Changes - In Q2 2025, Lennar started over 24,000 homes, delivered over 20,000 homes, and sold 22,601 homes, indicating a focus on volume despite challenging market conditions [24] - Sales incentives rose to 13.3%, leading to a gross margin reduction to 18% due to lower than expected average sales prices [24][25] - The company ended the quarter with $1.2 billion in cash and $5.4 billion in total liquidity, maintaining a strong balance sheet [48] Business Line Data and Key Metrics Changes - The financial services segment reported operating earnings of $157 million, primarily driven by the mortgage business [47] - The average sales price for Q3 is expected to be between $380,000 and $385,000, reflecting continued pricing pressure [53] Market Data and Key Metrics Changes - The housing market remains soft, with median sales prices around $400,000 and inventory levels slightly up from last year but still limited [10][11] - Demand is high among millennials, but affordability issues and declining consumer confidence are impacting the market [11][12] Company Strategy and Development Direction - The company is focused on maintaining volume and driving efficiencies through technology integration, aiming to build a stronger margin platform [8][19] - Lennar's strategy includes an asset-light, land-light balance sheet to enhance cash flow and operational efficiency [15][22] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenging economic environment, with higher interest rates and consumer confidence affecting demand [9][10] - The company is optimistic about future growth, believing it is close to finding a margin floor and improving its cost structure [16][36] Other Important Information - The company is transitioning its ERP system to JD Edwards eOne, which is expected to enhance financial reporting and operational efficiency [31][32] - Inventory churn improved to 1.8%, indicating better management of home sales and inventory levels [45] Q&A Session Summary Question: Consumer Credit Quality - Management noted that while consumer confidence has waned, credit scores have remained consistent, with an increase in government loans from 40% to 48% [62] Question: Price Elasticity in the Market - Management indicated that market conditions vary, with some markets showing inelasticity, but adjustments are made based on real-time data [64][66] Question: Annual Volume Expectations - The company expects to meet its annual target of 86,000 to 88,000 homes, focusing on volume while adjusting to market conditions [71] Question: Margins and Returns on Capital - Management aims for around a 20% gross margin on new land acquisitions, emphasizing patience and selectivity in current market conditions [87][89] Question: Cash Flow from Operations - The outflow in cash flow was attributed to lower average sales prices and the impact of the Mill Road spin-off, with expectations for improvement moving forward [92][94]

PureCycle Technologies Growth Capital Raise Corporate Update Conference Call Summary Company Overview - **Company**: PureCycle Technologies (PCT) - **Event Date**: June 17, 2025 - **Key Speakers**: Dustin Olson (CEO), Jamie Vasquez (CFO), Eric Gennantale (Director of Investor Relations) Key Points Industry and Market Context - PureCycle operates in the recycled polypropylene (PP) market, which is experiencing significant growth due to increasing demand for sustainable materials and regulatory changes favoring recycled content [6][10][12] - The global PP market is projected to grow by approximately 7 billion pounds annually, with PureCycle aiming to capture a portion of this market [30] Growth Plans and Capacity Expansion - PureCycle plans to increase its installed capacity to **1,000,000,000 pounds** following a **$300,000,000** capital raise [3][6] - The expansion is expected to generate approximately **$600,000,000** in EBITDA by February [6] - The company is focusing on establishing facilities in **Thailand**, **Antwerp**, and **Augusta** to optimize costs and meet global demand [15][21][22] Financial Metrics and Capital Expenditure - Total capital expenditure (CapEx) for the expansion is estimated at **$2,000,000,000**, with expectations to keep CapEx per pound below **$2** [24][62] - The Thailand facility's all-in cost is projected to be around **$220,000,000**, translating to **$1.4 to $1.7 per pound** [58] - The Antwerp facility is expected to have a higher CapEx, around **$300,000,000**, but still aims for competitive pricing [59] Operational Improvements and Technology - PureCycle has made significant operational progress at its Ironton facility, achieving on-stream times approaching **90%** and producing pellets for **65 consecutive days** [8] - The company has developed a world-class R&D facility in Durham, North Carolina, enhancing its technological capabilities [10] - The learnings from Ironton are being integrated into future designs to improve reliability and efficiency [34][77] Customer Engagement and Market Demand - Strong endorsements from key customers such as Drake, Churchill, and Bruckner indicate growing commercial interest [9] - Regulatory changes, such as Extended Producer Responsibility (EPR) and minimum recycled content laws, are driving demand for high-quality recycled materials [12][40] - The company anticipates that its growth plan will facilitate discussions with major global brands, enhancing its market position [42] Strategic Partnerships and Global Footprint - Collaboration with IRPC in Thailand is expected to reduce CapEx and operational costs due to existing infrastructure [18][19] - The global footprint allows PureCycle to source feedstock and distribute products efficiently, meeting customer sustainability needs [15] Future Outlook - PureCycle aims to penetrate less than **0.5%** of the total global polypropylene market by 2030, setting the stage for continued growth [13][30] - The company is optimistic about its ability to scale operations and meet increasing demand for recycled materials [41][62] Conclusion - PureCycle is positioned as a leader in the recycled polypropylene market, with a robust growth plan supported by significant capital investment and operational improvements [30][83] - The next five years are expected to be transformative for the company, with a strong focus on expanding capacity and enhancing product offerings [83]

the new Samsung S95F OLED is a great TV and it brings with it a number of improvements from last year's CNET editor's choice the S95D but how does it compare to the LG G5 here are the reasons Samsung's new flagship OLED is a high-end TV to buy this year for many years OLED has been the best TV technology for picture quality this is thanks to its almost infinite levels of contrast but one thing it couldn't match LCD for is brightness yet in 2025 Samsung and LG have gone about fixing that and making picture q ...

Springview Holdings Ltd (Nasdaq: SPHL) designs and constructs residential and commercial buildings in Singapore, with an operating history dating back to 2002. Springview's projects cover four main types of work: new construction, reconstruction, additions and alterations, and other general contracting services. With a skilled team of in-house experts, the Company provides a one stop solution that fosters strong customer relationships, offering a comprehensive range of services such as design, construction, ...

Company Overview - Edible Garden AG Incorporated is a leader in controlled environment agriculture (CEA), focusing on locally grown, organic, and sustainable produce and products [4] - The company operates state-of-the-art vertically integrated greenhouses and processing facilities in Belvidere, New Jersey, and Grand Rapids, Michigan, and has a network of contract growers strategically located near major markets in the U.S. [4] - Edible Garden's proprietary technologies include the GreenThumb software and Self-Watering in-store displays, aimed at optimizing growth and enhancing the in-store experience [4] Leadership Appointment - Sohail Ahmad has been appointed as Vice President of Finance, effective immediately, bringing over 20 years of experience in the food and consumer goods sectors [1][2] - Ahmad's previous roles include Chief Financial Officer at HOS Global Foods, a $300 million enterprise, and Global CFO at Guestworldwide, a $1.7 billion division of Sysco Corporation [2] - The CEO of Edible Garden, Jim Kras, emphasized Ahmad's strategic mindset and ability to lead transformation, which aligns with the company's growth trajectory and focus on operational efficiency [3] Product Lines and Market Position - Edible Garden offers a growing lineup of products, including Kick. Sports Nutrition, Vitamin Whey®, and Pulp, catering to health-conscious consumers [3] - The company has been recognized as a FoodTech 500 company and is a member of Walmart's Project Gigaton sustainability initiative [4] - Edible Garden is also involved in developing plant and whey protein powders, as well as fresh condiments, enhancing its product diversity [4]

显示器行业作为电子信息产业的重要组成部分，其产业链涵盖上游原材料、中游面板制造和下游终端应用等多个环节。我们为全球及中国 显示器产业链客户提供专业的市场调研服务，助力企业把握行业发展机遇。 主流显示技术对比 OLED产业链 显示器市场规模 根据QYResearch 调研，2024年全球显示器规模达到了1347亿美元。我们预测，2030年全球显示器规模将达到1721亿美元。 | | | | | | | | 单位(亿美元) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | | | 全球 | 792 | 818 | 819 | 808 | 802 | 777 | 749 | | LCD | 大尺寸 | 702 | 740 | 746 | 740 | 739 | 714 | 689 | | | 中小型尺寸 | 90 | 78 | 73 | ୧୫ | 66 | 63 | 60 | | | 全球 | 539 | 573 | 654 | 723 ...

6月17日， LG Display（LGD）官方宣布， 已 获 公司董事会 批准投资 1.26万亿韩元 （ 约合 人民币66.56亿元 ） 在韩国 坡州园区 建设OLED面板工厂，该项目投资期预计为两年，即 2025 年6月17日至2027年6月30日 。 图片来源：LGD ▶ 关于集邦 此图片来自微信公众平台 十八届十二十六十十 据悉，本次 投资是 LGD 中长期资本支出计划的一部分，公司计划将 与OLED技术相关的 项目 投 资重点布局在 韩国 坡州 市。 LGD表示，这 是公司自出售中国广州LCD工厂 以来，首次在韩国本土进行的大规模投资 。 通过 此次投资， 公司 将专注于下一代高端OLED面板及模组基础设施的建设。 LG D 认为，随着技术发展，高性能、高端OLED产品的市场需求正稳步增长，因此， 公司战略聚 焦于高端产品开发，持续提供差异化客户价值，并不断扩大OLED市场 份额 。 LGD 总裁 Jeong Cheol-dong 表示，2025年将是LGD快速发展的一年，公司 将积极开发LGD 独有的 差异化技术与产品，引领 显示 市场 发展趋势 。 文：集邦Display整理 #OLED #LG ...

不过 Apollo 之前遇到了不少麻烦，借助 AI 又重回增长。创始人 Tim Zheng 说，前几年他们的增长陷入了 停滞，经历了非常重大的战略转型，一度将 50 人团队裁减到了 10 人。 从 AI 销售线索到整个 GTM 但在 AI 的帮助下以及从之前的销售主导型（SLG）转型产品主导型（PLG）模式后，他们又实现了新的 快速增长。其新推出的 AI 平台现在年增长率达到了 500%，每周活跃用户超过了 5 万人。 销售线索仍然是一个很好的生意，而通过 AI 找销售线索并切入整个 GTM 流程，越来越得到了验证。这个 领域的老牌玩家 Apollo.io，最近宣布 ARR 已经突破了 1.5 亿美金。 客户依靠 Apollo 的 AI 更快地与高价值潜在客户建立联系，使用其 AI Research Agent 产品的团队，其会 议数量平均增加了 46%，订单预定量增加了 35%，有的客户甚至实现了 10 倍级的生产力提升。今年，他 们打算将员工规模再新增 300 人。 有意思的是，Apollo 在 AI 这块也是跟 Anthropic 合作的，在 Anthropic 的客户案例里提到，Apollo 每月由 ...