Key Takeaways Georgia Power ramps up smart grid tech and upgrades to prep for a storm-heavy 2025 season. Self-healing grid tech helped restore power faster in 2024 during record-breaking Hurricane Helene. Georgia Power promotes outage alerts, maps and safety tools to help customers stay storm-ready.The Southern Company’s (SO) subsidiary, Georgia Power, is doubling down on efforts to maintain safe and reliable electricity service ahead of the 2025 Atlantic Hurricane Season amid the National Oceanic and Atm ...

Group 1 - The integration of smart technology into urban leisure activities is becoming increasingly prevalent, exemplified by the smart fitness equipment and intelligent walking paths in Jinan Forest Park [2][4] - Smart fitness devices in the park allow users to monitor heart rate, pace, and other health metrics, enhancing the scientific approach to exercise [6] - The implementation of smart streetlights in Jinan, which serve multiple functions including data collection and public safety, reflects the broader trend of technology enhancing urban infrastructure [8] Group 2 - Jinan has established approximately 2,700 smart lamp posts, some equipped with cameras and capable of data analysis, contributing to the city's smart city initiatives [8] - The ongoing expansion of technology applications in various sectors aims to further integrate smart living into everyday life across Shandong province [10]

转自：新华财经 新华财经上海6月6日电（记者 魏雨田）近年来，指数基金发展驶入快车道，截至今年4月底，股票型 ETF 资产净值环比增长 4.5%，呈现持续扩容态势。兴业基金指数投资团队负责人徐成城在接受新华财 经记者采访时表示，在投资品种与策略日益丰富、经济结构转型加速的背景下，指数基金正迎来发展的 黄金时代。然而，其与主动管理基金并非此消彼长，而是一种互补关系。 面对指数业务"头部效应"明显的竞争格局，作为兴业银行控股的银行系公募机构，兴业基金通过差异化 路径，围绕银行渠道投资者需求补全产品线、优化投资体验，同时也加紧布局自由现金流策略、股债恒 定比例策略以及科技类聪明贝塔（Smart Beta）等创新产品，积极探索指数基金发展的新方向。 指数基金是补充而非替代 指数基金正迎来发展的黄金时代。研报显示，截至2025年4月底，股票型ETF资产净值合计29484亿元， 较3月环比增长4.5%，延续了近年来的增长态势。 在徐成城看来，这一趋势主要源于投资品种和策略的日益丰富以及经济结构转型进程的加速。在当前经 济结构调整优化的背景下，单一细分行业或投资策略难以长期维持高收益，而指数基金凭借其交易成本 低、流动性高 ...

今天分享的是：工业互联网产业联盟：工业互联网标准数字化蓝皮书（2025年） 报告共计：51页 《工业互联网标准数字化蓝皮书（2025年）》由工业互联网产业联盟组织编写，聚焦工业互联网标准数字化转型，深入探讨其 需求、场景、技术及发展路径，旨在推动工业互联网标准新生态构建。以下是核心内容总结： 一、标准数字化的内涵与变革 标准数字化是全球数字化发展的必然趋势，其核心是利用数字技术（如云计算、人工智能等）赋能标准全生命周期，使标准可 被机器读取、执行与决策。传统标准化模式存在研制周期长（平均36个月）、体系静态化、应用依赖人工解读等痛点，难以适 应数字经济需求。 国际上已涌现机器可读标准（MRS）、SMART标准（机器可用、可读、可迁移）、数字标准等概念，ISO/IEC与DIN/DKE分别 提出分级模型，最高等级为"机器可控内容"。标准数字化不仅是形式转变（如从纸质到代码），更引发协作模式变革——从"人 主导"转向"机器间协同"，并推动标准化流程向开放、敏捷转型，例如在线协同编辑平台缩短制定周期。 二、工业互联网标准化现状与痛点 工业互联网作为数字经济新基座，其标准化已成为国际竞争焦点。国内已发布107项国家标准 ...

Hayward (HAYW) FY Conference June 05, 2025 11:00 AM ET Speaker0 Alright. Hello, everyone. Good morning. Welcome to the Hayward presentation. Sorry, I'm late. A little snafu with the schedule. I'm Ryan Merkel. I cover Building Products at William Blair. Before we begin, need to remind you that a complete list of disclosures and conflicts of interest is available on our website. With us today is Kevin Holleran, President and CEO Ivey and Jones, CFO and Stuart Baker, Vice President of Business Development. For ...

Core Insights - Arlo Technologies, Inc. has surpassed $300 million in annual recurring revenue (ARR) in less than six years, marking a significant financial milestone for the company [1][2] - The growth is attributed to Arlo's AI-powered smart security platform and subscription services, which have led to a strong customer base of over 11 million registered households and more than 5 million paid subscribers [2][3] - Arlo's commitment to innovation and operational excellence has positioned it as a leader in the smart home security industry, with plans to host the opening bell at the NYSE on July 9, 2025, in celebration of this achievement [2][3] Financial Performance - Arlo has achieved over $300 million in ARR, driven by subscription services [1][2] - The company has a robust install base of more than 11 million registered households and over 5 million paid subscribers, indicating strong market penetration [2] Product and Technology - Arlo's smart security platform includes a comprehensive suite of features such as video surveillance, contact sensor-based monitoring, and AI-verified WiFi intrusion detection, all enhanced by Arlo Intelligence [3] - The platform's advanced AI capabilities allow for efficient processing of video, audio, and environmental events, enabling timely alerts and responses to potential emergencies [3] Customer Experience - Arlo emphasizes a customer-centric approach, which has resulted in class-leading customer retention rates [2] - The company aims to make smart security accessible to everyone, reflecting its mission to enhance user safety and security [3] Company Overview - Arlo Technologies is recognized as an industry leader in smart home security solutions, leveraging AI and cloud services to provide a seamless user experience [5] - The company is committed to user privacy and data protection, implementing industry standards to safeguard personal information [6]

根据 Counterpoint Research全球手机型号销售追踪 报告 ，Apple iPhone 16成为2025年Q1全球最畅 销智能手机，这也是iPhone基础款时隔两年重夺一季度销量冠军。Apple在Top10榜单中保持强势表 现，连续第五个三月季度占据五席。相较之下，Samsung上榜机型较去年同期减少一款。虽然Top10 机型占全球总销量比例保持稳定，但其中低端机型（<100美元）的贡献度有所提升。 2025年Q1全球十大畅销智能手机市场份额 Galaxy A16 5G在2025年Q1排名第五，较2024年同期A15 5G上升一位。该机型实现17%的同比增 长，主要得益于在北美等市场的铺货扩大（其2025年1月在北美上市）。北美成为A16 5G最大市 场，贡献其全球销量的三分之一。亚太、拉美和中东非洲地区也为这款平价5G机型提供了增长动 力。 Galaxy A06增长显著，较2024年Q1前代产品排名上升四位。这反映了全球低端智能手机需求的普遍 增长，其中中东非洲、亚太和拉美市场贡献了该品类全球四分之三的销量。随着低成本组件供应缓 解，该品类成为2025年Q1增长最快的细分市场，占据全球智能手 ...

现金流ETF（159399）是以自由现金流作为选股因子的Smart Beta ETF，紧密跟踪富时中国A股自由 现金流聚焦指数，剔除金融和地产行业，优选自由现金流率最高的50只股票，为投资者筛选出了一批 A 股市场中的 "现金牛" 企业，为长期投资收益奠定了坚实基础。 根据wind数据，现金流ETF（159399）盘中实时净流入超2000万，资金抢筹现金流资产。当前现金 流ETF规模超36亿元，是全市场规模最大的现金流ETF，值得关注。 每日经济新闻 相关机构表示，与红利对比的话，自由现金流是红利的前提，因为只有账上有足够多的钱才有可能 分红。并且自由现金流本身就是一个非常强的因子，它的超额收益不来自于风格上的暴露，而来自于它 选股上面的区别。红利指数可能只选到了自由现金流较高的股票的其中一部分，还有很多表现优秀，但 是没有做高分红的股票被遗漏了，这就是为什么自由现金流指数的历史回撤和表现比红利要好很多的原 因。往后看，我们觉得"大中市值+央国企+充裕现金流"很有希望能成为全年投资主线，也符合政策鼓 励的方向。 值得注意的是，现金流ETF（159399）在分红机制上设置了"月月评估分红"的条款，近期也已经完 ...

Sharps has initiated shipment of its first commercial order of Sologard under a previously announced $50 million supply agreement with a U.S.-based leader in IV flushing solutions. The delivery includes customized 10mL SoloGard smart safety syringes manufactured at the Company's upgraded facility in Hungary. SoloGard is a specialized, FDA- and WHO-approved smart safety syringe featuring ultra-low waste design, standard luer lock compatibility, and re-use prevention technology. This inaugural $400,000 purcha ...

Group 1: Business Outlook - AAC is expected to achieve revenue growth of 10-15% YoY in 2025, driven by multiple segments including optics, precision mechanics, electromagnetic drive, and automotive acoustics [1][2][3] - The optics segment is projected to grow by 20% YoY, supported by upgrades in plastic lens specifications and flagship order wins [1][3] - Precision mechanics is also anticipated to grow by 20% YoY, fueled by VC adoption in AI phones and hinge order wins from both overseas and Chinese clients [1][3] Group 2: Margin Expansion - Expected upgrades in acoustics and improving optics mix are likely to drive margin expansion into 2025/26E [2] - The management has maintained a revenue guidance of 10-15% YoY growth for 2025, indicating strong confidence in the business outlook [2] Group 3: Market Position and Growth Drivers - AAC holds a leading market position with significant shares in acoustics, haptics, and VC components for major US and Android clients [3] - Key growth drivers for 2025 include high-end optics upgrades, VC adoption by major US clients, expansion in automotive acoustics client base, and MEMs microphone upgrades for AI smartphones [3] Group 4: Strategic Expansion - AAC is expanding into new strategic markets such as robotics, AI glasses, and automotive acoustics, with a solid product roadmap [4] - The company has begun mass production for robotics and is the sole supplier of specific speakers for major Chinese brands in AI glasses [4] - AAC plans to acquire a 53.7% stake in a Chinese automotive microphone module company, which will enhance its automotive product offerings [4] Group 5: Valuation - AAC is trading at attractive P/E ratios of 15.8x and 13.3x for FY25/26E, with expected EPS growth of 39% and 18% respectively [4]