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Trinity Biotech Secures Key Regulatory Approval for Offshored and Outsourced Manufacturing of Its Flagship Rapid HIV Test, Accelerating Strategic & Financial Performance Transformation
Globenewswire· 2025-06-24 12:00
Strategic Offshore Manufacturing Move Expected to Drive Gross Margin Expansion, Free Up Working Capital, and Enhance Scalability Transition to Outsourced Production Reduces Fixed Costs and Supports Trinity’s Broader Profitability and Growth Objectives DUBLIN, June 24, 2025 (GLOBE NEWSWIRE) -- Trinity Biotech plc (Nasdaq: TRIB), a commercial-stage biotechnology company focused on human diagnostics and diabetes management solutions, including wearable biosensors, today announced it has received World Health ...
Equity Residential (EQR) Earnings Call Presentation
2025-06-24 10:56
JUNE 2024 See pages 32 through 37 for information about forward-looking statements, a glossary of defined terms and a related reconciliation of non-GAAP financial measures including the reconciliations of Earnings Per Share ("EPS") to Funds From Operations ("FFO") per share and Normalized Funds From Operations ("Normalized FFO") per share. Creating Communities Where People AVENIR – BOSTON, MA See pages 37 through 44 for information about forward-looking statements, a glossary of defined terms and a related ...
高盛:全球半导体-硅片、碳化硅衬底、氮化镓的供需模型更新,中国产能及对全球企业的影响
Goldman Sachs· 2025-06-24 02:28
S/D model update on silicon wafer, SiC substrate, GaN. China capacity and implications to global players As a global team, we review and refresh our S/D model across (1) silicon wafers, (2) SiC substrate, (3) GaN devices, and (4) IGBT (Exhibits 8, 10, 12, 32). Key conclusions: (1) Chinese in China: Local coverage (local production/ local demand) of 12-inch silicon wafer/ 6-inch SiC substrate to grow from 41%/ 80% in 2024 to 54%/ 87% in 2027E. (2) Pricing: 8-inch silicon wafer ASP to decline 10% CAGR in 2024 ...
高盛:美国关税影响追踪 - 高频趋势或显示中国热潮消退
Goldman Sachs· 2025-06-24 02:28
23 June 2025 | 5:00AM EDT Americas Transportation: US Tariff Impact Tracker - High Frequency Trends Potentially Reveal Ebbing in China Surge US Tariff Impact Tracker – The directional uptick in inbound traffic from China to the US ebbed last week and in fact showed slight sequential downticks of -7% for vessels and -4% for TEU's, perhaps indicative that the China surge may be somewhat abbreviated or have less depth than some may have previously thought. That said, based on other data it is possible another ...
摩根士丹利:亚洲服装和鞋类供应链-管理不确定性 - 关税影响情景分析
摩根· 2025-06-24 02:27
June 22, 2025 09:01 PM GMT Asia – Apparel and Footwear Supply Chain | Asia Pacific Managing Uncertainties – Tariff Impact Scenario Analysis What's Changed | Makalot Industrial (1477.TW) | From | To | | --- | --- | --- | | Price Target | NT$310.00 | NT$250.00 | | Eclat Textile (1476.TW) | | | | Price Target | NT$640.00 | NT$550.00 | | Feng Tay (9910.TW) | | | | Price Target | NT$168.00 | NT$145.00 | | Lai Yih Footwear Co Ltd (6890.TW) | | | | Price Target | NT$320.00 | NT$270.00 | | Rating | Equal-weight | U ...
Oil Prices Fall as Trump Announces Ceasefire in Middle East
Bloomberg Television· 2025-06-24 02:04
[CC may contain inaccuracies] Equity markets look to be putting this behind them. You look at Asian FX, you look at the dollar offer coming through as well. And look at oil markets down about 3%.The risk is the. an oversimplified perhaps interpretation of what's going on, simply looking at price. How are you guys looking at oil coverage day.Oil traders when you speak with them, when you speak to the gas traders, to them, this is all done. They they don't see any risk to the market. Now we can discuss ceasef ...
方正证券:政策打破钴市场供给过剩预期 对钴金属价格预期乐观
Zhi Tong Cai Jing· 2025-06-24 01:52
方正证券发布研报称,刚果(金)作为全球钴供应主产国(2024年产量占比75.9%),其暂停钴出口4个月 的政策将显著打破市场供给过剩预期,政策出台后钴价已上涨14.5%至18.2万元/吨。基于对钴金属价格 的乐观预期,该行建议关注华友钴业(603799)、腾远钴业(301219)、寒锐钴业(300618)、洛阳钼 业(603993)等。 钴价处于历史底部位置,刚果(金)政府稳价意愿强烈 2月24日中国钴金属价格为15.9万元/吨,为2007年以来的底部位置。在刚果(金)禁止出口政策出台后, 截至2月27日,钴金属价格上涨14.5%至18.2万元/吨。考虑到刚果(金)政府声明将在3个月后对政策效果 进行评估,该行认为刚果(金)政府稳价、挺价意愿强烈。 出口禁令有望重塑钴金属过剩格局 该行认为2022年以来钴金属价格的持续下跌,一方面是三元正极材料的市占率下滑,特别是低镍高钴产 品的占有率下降导致需求增速不及预期。另一方面是由于铜价高企,刚果(金)铜产量快速提升,导致伴 生钴产量大幅增长。该行认为随着三元占比下滑趋势的减弱以及消费电子国补下需求复苏,将会使钴金 属需求恢复平稳增长。而出口禁令将显著减少钴金属流入量 ...
AI与电商供应链融合:优化物流配送?
Sou Hu Cai Jing· 2025-06-24 01:40
AI通过大数据分析为电商企业提供了精准的需求预测。通过对消费者购买习惯、历史订单数据、季节 性变化等各类信息的深度挖掘,AI能够预测出未来一段时间内的产品需求。这使得电商平台能够提前 做好商品采购、仓储及配送的安排,从而避免了商品缺货或积压现象的发生。比如,当某款热销商品即 将进入购买高峰期时,AI能够及时提醒企业调整库存,避免因库存不足而导致的销售损失。 随着电子商务的飞速发展,如何高效管理供应链、降低成本、提升消费者的购物体验,成为了众多电商 企业的关注重点。而在这一过程中,物流配送作为供应链中至关重要的一环,直接影响到整个电商系统 的效率和用户满意度。随着技术的不断进步,人工智能(AI)逐渐在电商供应链中扮演了至关重要的 角色,尤其是在物流配送环节的优化上,AI的应用已成为不可忽视的力量。 AI还能够优化库存管理,降低企业运营成本。传统的库存管理方式往往依赖人工经验和估算,效率较 低且容易出现误差。而AI通过实时跟踪商品的库存状况、销售动态等数据,能够实现智能化的库存调 配。比如,AI系统可以根据仓储中心的库存情况,自动判断哪些商品需要补货,哪些商品需要清仓, 以最大程度地减少库存积压和过期商品的损失。 ...
Oil Plunges as Iran Retaliates for US Missile Strikes
Bloomberg Television· 2025-06-23 19:37
I guess if you take away the worst case scenario, that's actually helpful for lower oil prices. A couple of things to consider, though. One, Ali McCrossin RBC said over the weekend that she would caution against that knee jerk reaction that, quote, The worst is behind us.Now, the other factor to consider here, irrespective of the supply issue that may or may not happen with Iran is the demand side. So there's been a lot of stockpiling by China, a lot of stockpiling by other countries within the West as well ...
Launch of the 2025 International Supply Chain Conference of Chinese Cuisine: Supply Chain Becomes the Key to Breakthrough, Marking the "First Year of Industrialization" for Chinese Cuisine’s Global Expansion
Globenewswire· 2025-06-23 17:05
Guangzhou, China, June 23, 2025 (GLOBE NEWSWIRE) -- The "2025 International Supply Chain Conference of Chinese Cuisine," hosted by Wuhan Liangzhilong Food Inc., officially opened at Zone D of the Canton Fair Complex in Guangzhou. The event brought together representatives from 17 industry associations, over 100 supply chain platforms, and leading chain restaurant enterprises to explore how businesses can leverage localization, standardization, and digitalization strategies to break into international market ...