Accuray (ARAY) 2025 Conference June 04, 2025 05:30 PM ET Speaker0 All right. Thank you, everyone, for attending. My name is Young Lee, one of the med tech analysts here at Jefferies. Really happy, to be with, Accuray. To my left, Accuray's CFO, Ali Pervais. Thanks for coming. I guess to begin, why don't we start a little bit high level. Just wanted to get an overview about end market growth, your competitive share position, and where Accuray sits or fits in the radiation oncology treatment paradigm. Speaker ...

Core Viewpoint - The Ministry of Human Resources and Social Security, along with three other departments, has issued a notice to initiate pilot projects for the integration of human resources services with the manufacturing industry, aiming to promote high-quality and full employment while supporting the construction of a modern industrial system [1] Group 1 - The pilot projects will be conducted in approximately 30 cities that meet specific criteria, with an expected duration of around three years to cultivate specialized human resources service institutions for the manufacturing sector [1] - The selected pilot cities should have a significant manufacturing scale, a developed human resources service industry, abundant educational talent resources, and strong regional demonstration effects [1] - The initiative aims to create a policy system and effective models that promote deep collaboration between human resources and the real economy, as well as technological innovation [1] Group 2 - The notice emphasizes the establishment of recruitment and employment alliances by supporting human resources service institutions to collaborate with upstream and downstream enterprises in the manufacturing industry [2] - It encourages the development of cross-enterprise training centers and talent service groups by human resources service institutions in partnership with large enterprises and industry leaders to enhance labor quality and human resource development [2] - The data indicates that the human resources service industry serves over 50 million employers annually, with approximately 40% being manufacturing enterprises, leading to the creation of numerous specialized human resources service scenarios tailored for the manufacturing sector [2]

Key Points - The Federal Reserve will release its Beige Book, providing insights into the economic conditions across the U.S. [1] - China's Caixin Services PMI for May will be announced, which is crucial for understanding the service sector's performance [1] - The unemployment rate for Switzerland in May will be adjusted and reported [1] - Eurozone's Producer Price Index (PPI) for April will be released, indicating inflation trends [1] - Challenger's report on U.S. job cuts for May will be published, reflecting employment trends [1] - The European Central Bank (ECB) will announce its interest rate decision, impacting monetary policy [1] - The U.S. trade balance for April will be reported, providing insights into trade dynamics [1] - Initial jobless claims in the U.S. for the week ending May 31 will be released, indicating labor market conditions [1] - ECB President Lagarde will hold a press conference, likely discussing monetary policy and economic outlook [1] - The Global Supply Chain Pressure Index for May will be published in the U.S., reflecting supply chain conditions [1] - EIA's natural gas inventory report for the week ending May 30 will be released, impacting energy markets [1] - Federal Reserve Governor Cook will speak on economic outlook, providing insights into future monetary policy [1] - Federal Reserve's Harker will discuss economic prospects, which may influence market expectations [1] - Federal Reserve's Schmidt will address banking policies, relevant for financial sector stability [1]

智通财经6月4日电，美国5月服务业PMI为53.7，初值52.3。 ...

Group 1 - The Bank of Canada will announce its interest rate decision by June 4 [1] - The final value of the S&P Global Services PMI for the United States in May will be released in ten minutes [1]

加拿大5月标普全球服务业PMI 45.6，前值41.5。 ...

Core Insights - The initiative to integrate human resources services with the manufacturing industry is a significant measure to promote high-quality employment and modern industrial systems [1][2] - The pilot program will be conducted in approximately 30 cities, focusing on developing specialized human resources service institutions for the manufacturing sector [2][3] Group 1: Pilot Program Objectives - The pilot aims to explore new pathways for industrial upgrading and employment promotion, fostering a collaborative development model between modern industrial systems and high-quality employment [1][2] - The program will support the development of innovative human resources service technologies, products, and models that align with the needs of the manufacturing industry [2][3] Group 2: Requirements for Pilot Cities - Selected pilot cities should have a significant manufacturing base, particularly in advanced manufacturing, and a well-developed human resources service industry [2] - Cities must coordinate various support policies, including employment, industry, finance, and land, to facilitate the deep integration of human resources services and manufacturing [2][3] Group 3: Development Focus Areas - The pilot will focus on creating human resources management consulting, global talent recruitment, specialized talent assessment, and digital human resources management services [3] - Support will be provided for manufacturing companies to collaborate with human resources service institutions on outsourcing HR tasks and establishing shared HR centers [3] Group 4: Implementation Timeline - By July 18, provincial human resources departments will recommend cities willing to undertake the pilot tasks, with expert evaluations to follow [4] - By the end of September, pilot cities are expected to develop and publish implementation plans for the integration of human resources services and manufacturing [4]

Domestic News - The central government plans to support 20 cities, including Beijing and Tianjin, with over 20 billion yuan for urban renewal actions, aiming to establish a sustainable urban renewal mechanism and address infrastructure shortcomings [2] - In the first four months of this year, 5,679 old urban residential areas were renovated nationwide, with six regions, including Hebei and Chongqing, having a renovation rate exceeding 50% [2] - The China Passenger Car Association estimates that wholesale sales of new energy passenger vehicles will reach 1.24 million units in May, a year-on-year increase of 38% and a month-on-month increase of 9%, with cumulative sales from January to May expected to be 5.22 million units, up 41% year-on-year [2] - The Ministry of Human Resources and Social Security announced that it will conduct pilot programs for the integration of human resources services and manufacturing in about 30 cities to promote high-quality employment [2] International News - The Australian Bureau of Statistics reported a 0.2% quarter-on-quarter GDP growth and a 1.3% year-on-year growth for the first quarter of 2025 [3] - The U.S. White House announced an increase in import tariffs on steel and aluminum products from 25% to 50% to address national security threats and enhance domestic industry competitiveness [3] - Thailand's manufacturing sector saw its Purchasing Managers' Index (PMI) rise from 49.5 in April to 51.2 in May, indicating a return to expansion after two months of contraction [3]

对关税的担忧消退 英国5月服务业恢复温和增长 金十数据6月4日讯，调查显示，英国服务业上月恢复温和增长，此前对特朗普加征关税的担忧导致该行 业在4月份出现一年半以来的首次萎缩。5月英国服务业PMI终值上修还提振了包括规模较小的制造业在 内的综合PMI，使其超过了荣枯分水岭50。标普全球经济总监蒂姆·摩尔表示："对美国关税的担忧消 退，全球金融市场复苏，客户信心增强，都有助于支撑产出增长。"4月出口订单大幅下滑的趋势大幅逆 转，而整体新订单下滑速度也较前月放缓，令对未来产出的预期升至去年10月以来最高水平。 ...

智通财经6月4日电，英国5月服务业PMI终值为50.9，预期50.2，前值50.2。英国5月综合PMI终值为 50.3，预期49.4，前值49.4。 ...