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美国团队研发真菌材料替代混凝土 坚固耐用还可减排
Sou Hu Cai Jing· 2025-04-30 03:56
【CNMO科技消息】水泥是现代建筑不可或缺的材料,但其生产过程却带来了巨大的环境负担——全球 约8%的二氧化碳排放源自水泥制造。为了寻找更加环保的替代方案,美国蒙大拿州立大学的工程师们 开发出了一种基于真菌的新型混凝土替代材料,为可持续建筑带来了新的希望。 这项创新成果属于工程活性材料(ELMs)领域,即将活体生物与非生物材料结合,创造出具有独特性 能的新型材料。此前,ELMs面临的最大挑战是寿命短暂,但蒙大拿州立大学的这款真菌混凝土替代品 能在至少四周内保持代谢活性,成为目前最持久的候选材料之一。 该材料的核心是快速生长的真菌Neurospora crassa,其形成的菌丝网络构建了坚固的骨架结构。研究人 员随后引入了一种名为Sporosarcina pasteurii的细菌,促使材料内部发生微生物诱导碳酸盐沉积 (MICP)过程,将原本松散的基材转变为类似水泥的坚固物质。 相关研究分析 更为关键的是,真菌骨架为内部结构设计提供了极高的自由度。研究团队模拟了人类皮质骨内部的复杂 几何结构,从而在保证强度和韧性的同时,为材料带来潜在的自愈合能力。这种灵活的架构设计,为未 来建筑材料的智能化和可持续性开辟了新方 ...
Seagate(STX) - 2025 Q3 - Earnings Call Transcript
2025-04-30 01:59
Financial Data and Key Metrics Changes - Seagate reported a 31% year-on-year increase in revenue and an 81% growth in non-GAAP gross profit dollars for Q3 2025 [5][13] - Non-GAAP EPS was $1.90, which is at the top end of the guidance range, despite a 7% sequential decline in revenue [13][20] - Non-GAAP gross margin expanded by 70 basis points sequentially to 36.2% and over 1,000 basis points year-on-year [16][20] Business Line Data and Key Metrics Changes - Nearline revenue represented approximately 90% of mass capacity volume, with shipments of 120 exabytes, down 5% sequentially but up 55% year-on-year [15] - Mass capacity revenue declined sequentially by $145 million to $1.7 billion, representing a 48% increase year-on-year [14] - Legacy product sales totaled $254 million, down 8% sequentially, reflecting expected seasonal trends [15] Market Data and Key Metrics Changes - Cloud nearline revenue and exabytes were up nearly 10% sequentially, almost doubling year-over-year amid a tight supply environment [8] - Demand for mass capacity storage aligns with the cloud CapEx investment cycle and ongoing data center infrastructure build-out to support AI transformations [8][10] - Nearline exabyte demand looks strong through calendar 2025, with visibility of demand extending into the first half of calendar 2026 [10] Company Strategy and Development Direction - The company is focusing on managing controllable factors while executing its aerial density-driven technology roadmap [7] - Seagate's HAMR-based Mosaic drives are positioned as the industry's only three terabyte per disk products, with shipments expected to ramp in the second half of calendar 2025 [7][12] - The company aims to transform its business model to prioritize profits and cash generation while capitalizing on the growth in data generation and value [23] Management's Comments on Operating Environment and Future Outlook - Management expects minimal impact from tariffs on fourth-quarter financial performance and is monitoring the situation closely [6][20] - The demand environment remains intact, particularly among global cloud customers, despite potential tariff measures affecting customer buying decisions [7][20] - The company anticipates free cash flow generation to improve sequentially through the rest of the calendar year [19][20] Other Important Information - The company returned $152 million to shareholders through dividends and ended the quarter with liquidity of $2.1 billion [19] - The debt balance was $5.1 billion at the end of March, with a net leverage ratio of 2.1 times [19] Q&A Session Summary Question: Understanding upside in revenue despite supply constraints - Management confirmed that the guidance for June would have remained the same a month ago, indicating predictability built through the build-to-order process [29][30] Question: Progress on HAMR qualifications and contributions - Management stated that HAMR is growing well, with one major CSP qualification almost complete and more in progress [35][36] Question: Visibility on customer demand and pricing - Management noted that build-to-order models provide visibility into demand, and they expect to negotiate higher prices as they transition to higher capacity products [42][43] Question: Impact of tariffs on financial model - Management indicated that passing through tariff-related costs would be a last resort, and they are focused on maintaining margins to reinvest in the business [50][52] Question: Expectations for revenue growth and gross margin in the back half of the year - Management expressed confidence in revenue growth and profitability, with no reason to change expectations based on current visibility [58][60]
Toll Brothers Announces New Luxury Home Community Coming Soon to Kyle, Texas
Globenewswire· 2025-04-29 16:11
KYLE, Texas, April 29, 2025 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation’s leading builder of luxury homes, today announced its newest Austin-area community is coming soon to Kyle, Texas. The company’s highly anticipated new community, Clara Vista at Waterridge, will offer luxurious single-family homes on expansive home sites with Texas Hill Country views and an array of resort-style amenities. Sales are anticipated to begin in fall 2025. Clara Vista at Waterridge will feature two distinct ...
James Hardie Building Products Inc. Announces Exclusive Product Deal with Three Subsidiaries of Daiwa House USA Holdings Inc.
Prnewswire· 2025-04-28 16:50
- The largest home siding company in North America inks exclusive siding and trim supplier for Stanley Martin, CastleRock, and TrumarkCHICAGO, April 28, 2025 /PRNewswire/ -- James Hardie Building Products Inc. (James Hardie), a subsidiary of James Hardie Industries plc (ASX: JHX; NYSE: JHX), the North American leader in fiber cement home siding and exterior design solutions, today announced a landmark multi-year exclusive agreement with three subsidiaries of Daiwa House USA Holdings Inc. (Daiwa House USA) ...
Johnson Controls Announces Participation in Upcoming Investor Conferences
Prnewswire· 2025-04-28 12:45
Core Viewpoint - Johnson Controls International plc, a leader in smart, healthy, and sustainable buildings, will participate in three upcoming conferences in May 2025 [1]. Company Overview - Johnson Controls focuses on transforming environments for living, working, learning, and playing, aiming to enhance building performance for people, places, and the planet [3]. - The company has a 140-year history of innovation and offers a comprehensive digital solution called OpenBlue, which serves various industries including healthcare, education, data centers, airports, and manufacturing [4]. - Johnson Controls provides the largest portfolio of building technology, software, and service solutions in the industry [4]. Upcoming Conferences - The company will participate in the Oppenheimer 20th Annual Industrial Growth Conference on May 8, 2025, featuring a virtual fireside chat with CFO Marc Vandiepenbeeck [5]. - CFO Marc Vandiepenbeeck will also participate in the BofA Securities Industrials, Transportation & Airlines Key Leaders Conference on May 14, 2025, in New York [5]. - CEO Joakim Weidemanis and CFO Marc Vandiepenbeeck will take part in the Wolfe Research 18th Annual Global Transportation & Industrials Conference on May 21, 2025, in New York [5].
Notice of calling the annual general meeting of Hepsor AS
Globenewswire· 2025-04-28 06:37
Core Points - Hepsor AS is holding its annual general meeting on May 21, 2025, at 14:00 in Tallinn, Estonia [1] - Shareholders entitled to vote will be determined as of May 14, 2025 [2] - Electronic voting is available until May 20, 2025, at 16:00 [3] Agenda Items - Approval of the 2024 annual report is proposed by the supervisory board [4] - Distribution of profit includes a proposed dividend of EUR 0.26 per share, totaling EUR 1,002 thousand, with the record date set for July 1, 2025 [5][7] - Election of a new supervisory board member, Henri Laks, is proposed following the resignation of Lauri Meidla effective July 31, 2025 [6] - Remuneration for supervisory board members is proposed to remain unchanged, with members receiving EUR 1,000 gross per month and the chairman receiving EUR 8,000 gross per month starting August 1, 2025 [8] Additional Information - Information related to the general meeting is available on Hepsor AS's website [9] - Questions regarding the agenda can be sent to investor@hepsor.com [10] - Procedures for participation by proxy and revocation of authorization are outlined [11] - Registration for the meeting requires an identity document and, for representatives of foreign legal persons, an apostilled commercial register extract [12][13] Company Overview - Hepsor AS is a developer of residential and commercial real estate operating in Estonia, Latvia, and Canada, with a portfolio of 24 development projects totaling 172,500 m² [14]
Realtor.com® Releases New State-by-State Housing Report Card: South and Midwest Dominate in Homebuilding and Affordability
Prnewswire· 2025-04-24 10:00
Core Insights - The report highlights a nationwide housing shortage of over 4 million homes, emphasizing the growing concern of affordability for millions of Americans [1][5] - States are graded based on their housing affordability and homebuilding capabilities, with South Carolina, Iowa, and Texas receiving the highest marks [1][4] Affordability and Homebuilding Metrics - The grading system evaluates affordability through the REALTORS® Affordability Score and the percentage of median income spent on a median-priced home, while homebuilding is assessed via the permit-to-population ratio and the new construction premium [2] - Only 18 states meet the 30% income rule for housing affordability, with Texas, Florida, California, North Carolina, Georgia, Arizona, and South Carolina accounting for over half of all construction permits issued in 2024 [4] Regional Performance - The South and Midwest are leading in both affordability and homebuilding, with South Carolina achieving the highest grade of A due to proactive homebuilding efforts [5] - The Northeast and West Coast are lagging, facing high home prices and limited new construction, with Rhode Island ranking at the bottom of the list [6][7] Zoning and Regulatory Challenges - States on the coasts, such as Massachusetts, face stricter zoning regulations that hinder affordable housing development, with 76% of Massachusetts' land subject to zoning [8] State-by-State Rankings - The report provides a detailed ranking of all 50 states, with South Carolina scoring 75.2 (A), Iowa 71.6 (A-), and Texas 71.5 (A-) [9][10] - The lowest-ranked states include California (19.5, F), Hawaii (15.8, F), and New York (13.2, F), highlighting significant disparities in housing affordability and construction efforts across the U.S. [10]
Progyny Names Healthcare Veterans Melissa Cummings as Chief Operating Officer and Geoffrey Clapp as Chief Product Officer
Globenewswire· 2025-04-17 13:36
Core Insights - Progyny has appointed Melissa Cummings as the first Chief Operating Officer (COO) and Geoffrey Clapp as the first Chief Product Officer (CPO) to enhance operational excellence and innovation in women's health and family building [1][2] - The company serves over 530 leading employers, covering 6.7 million contracted lives, and continues to evolve its offerings, including the new Parent and Child Well-being program and doula support [4] Leadership Appointments - Melissa Cummings brings 30 years of healthcare experience, previously serving as Executive Vice President and Chief Customer Officer at Blue Cross & Blue Shield of Rhode Island [2][3] - Geoffrey Clapp has over two decades of experience in healthcare technology and product development, previously leading strategy at Optum Health Solutions [3][4] Company Vision and Strategy - Progyny aims to set a new standard in healthcare with its unique model and commitment to high-touch care, addressing care gaps in women's health [3] - The leadership team is focused on scaling Progyny's mission and impact, anticipating future member needs while delivering immediate value [4] Market Position - Progyny is recognized as a leader in women's health and family building solutions, trusted by major employers and health plans [6][7] - The company has received multiple accolades, including being named a TIME100 Most Influential Company and a CNBC Disruptor 50 [7][8]
Movado Group(MOV) - 2025 Q4 - Earnings Call Transcript
2025-04-16 13:00
Movado Group Inc. (MOV) Q4 2025 Earnings Conference Call April 16, 2025 09:00 AM ET Company Participants Conference Call Operator - Call OperatorAlison - Investor Relations RepresentativeEphraim Grimberg - Chairman and Chief Executive OfficerSally DeMarcellis - Executive Vice President, Chief Operating Officer and Chief Financial Officer Conference Call Participants Hamed Khorasan - Analyst, BWS Financial Conference Call Operator partner, ICR. Please go ahead. Alison Good morning, everyone. With me on the c ...
美国半导体行业:2025 年第一季度笔记本电脑出货量高于季节性水平。虽有好消息,但我们察觉到库存积压。重申对超威半导体(AMD)和英特尔(INTC)的中性评级
2025-04-15 07:00
V i e w p o i n t | 11 Apr 2025 03:30:00 ET │ 14 pages US Semiconductors 1Q25 Notebook Shipments Above Seasonal. Good News But We Smell an Inventory Build. Reiterate Neutral on AMD/INTC. CITI'S TAKE March notebook shipments increased 39% MoM, ahead of our expectation driven by pull-in demand to mitigate tariffs. Overall 1Q25 notebook shipments were down 6% QoQ, above our expectation of down 10% QoQ and well above normal seasonality of down 14% QoQ. We believe this is a near-term positive for notebook-expose ...