记者泰安市统计局获悉，今年以来，泰安市落实落细一系列存量政策和增量政策，全力抓生产、促消 费、稳增长，供给需求持续改善，积极因素累积增多，全市经济运行稳中有升、持续向好态势显现。 "以旧换新"政策加力扩围持续显效，1-4月份，限上单位汽车零售、家用电器和音像器材、通讯器材类 实现销售额分别同比增长8.9%、45.2%、18.7%，分别上拉限上零售业增速2.1、3.6、0.6个百分点。线上 零售市场加快向好，限上零售业单位通过公共网络实现商品销售额14.9亿元，同比增长25.2%，对限上 零售业增长的贡献率为13.7%。 规上服务业稳定增长，骨干企业支撑有力。一季度，全市规模以上服务业实现营业收入89.9亿元，同比 增长7.0%，十大行业门类营收同比增速呈现"七升三降"的发展态势，科学研究和技术服务业、租赁和商 务服务业等六个行业门类营业收入实现两位数增长。 从企业增长面看，全市615家规上服务业企业中379家营业收入呈现正增长，增长面达到61.6%。骨干企 业发展态势较好，对全市规上服务业增长贡献率较高，营收排名前30的企业合计实现营收49.6亿元，占 全部规上服务业营收的55.1%，拉动全部规上服务业营收同 ...

Financial Data and Key Metrics Changes - The company reported record fee-based revenue of $315 million in the first quarter, representing a 67% year-over-year increase, and now has an annualized fee-based revenue of nearly $1.3 billion [23] - The loan platform business has reached an annualized run rate of over $6 billion in originations, contributing more than $380 million in additional high-margin, high-return fee-based revenue [23] Business Line Data and Key Metrics Changes - In the SoFi Money segment, the rollout of self-service wires was completed, making it the only company offering digital person-to-person payments via phone number or email [21] - SoFi Invest improved its single stock presentations and expanded alternative investment opportunities, including investments in privately held companies like Anthropic [21] Market Data and Key Metrics Changes - The appetite for loans from members and capital markets remains strong, with the company achieving its best quarter ever for originations, selling or transferring over $3 billion in personal and home loans [25] - The company signed over $8 billion in loan platform business partnerships, which is expected to accelerate volume in the second quarter [25] Company Strategy and Development Direction - The company is focused on diversifying revenue towards more capital-light, fee-based sources to ensure durable growth and strong returns [23] - Investments are being accelerated in innovation and brand building, with a strong belief in the growth potential of the business [20] Management's Comments on Operating Environment and Future Outlook - Management expressed strong conviction in the company's outlook and emphasized the importance of investing during economic uncertainty to drive member and product growth [20] - The company is building from a position of strength as a comprehensive digital platform, with a relevant value proposition for its members and clients [20] Other Important Information - The company plans to launch additional products and features, including a personal loan product for prime credit card customers and new AI-driven features [22] - The company does not take on ongoing credit risk or capital requirements for loans, which presents an opportunity to generate more fee-based revenue [26] Q&A Session Summary Question: How are you thinking about investing in the business during this time of economic uncertainty? - Management is accelerating investments in innovation and brand building, citing strong member and product growth as a result [20] Question: How do you plan to further diversify your revenue? - The company is on a path to diversify revenue towards capital-light, fee-based sources, achieving record fee-based revenue of $315 million in Q1 [23] Question: What is the current appetite for SoFi's loans from consumers and the capital markets? - The appetite remains strong, with record originations and significant partnerships signed to drive future volume [25]

欧莱雅集团于5月23日宣布，与中国创新生物技术公司未名拾光（Veminsyn）达成战略合作，将对其进 行少数股权投资。双方将建立战略合作伙伴关系，共同研发创新生物活性成分，并推动其规模化生产， 以及采用低碳生物制造技术开发化妆品原料。此次投资将会是欧莱雅中国旗下上海美次方投资有限公司 最新的一笔开放式创新投资，并获得欧莱雅集团战略创新风险投资基金公司BOLD（Business Opportunities for L'Oréal Development）支持。未名拾光也是2023年"欧莱雅BIG BANG美妆科技共创计 划" (BIG BANG)的优胜企业。 ...

REITs 2025 年 05 月 18 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -24% -12% 0% 12% 24% 2024-05 2024-09 2025-01 沪深300 中证REITs全收益 相关研究报告 ——行业周报 齐东（分析师） 胡耀文（分析师） 杜致远（联系人） qidong@kysec.cn 证书编号：S0790522010002 《将 REITs 纳入沪深港通标的，保 障房 REITs 表现持续优异—行业周 报》-2025.5.11 《中金厦门安居保障房REIT启动扩 募，消费 REITs 表现持续优异—行 业周报》-2025.5.4 《首单权益型资产支持证券成功发 行，发行市场持续活跃—行业周报》 -2025.4.27 地方政策积极支持公募 REITs 产品发行，消费 REITs 表现持续优异 huyaowen@kysec.cn 证书编号：S0790524070001 duzhiyuan@kysec.cn 证书编号：S0790124070064 地方政策积极支持公募 REITs 产品发行，消费 REITs 表现持续优异 2025 年第 20 周，中证 REITs（收 ...

Core Insights - Jeito Capital has promoted Mehdi Ainouche to Partner and Julien Elric to Senior Principal, reflecting the firm's growth and commitment to internal talent development [1][6] Group 1: Promotions and Roles - Mehdi Ainouche joined Jeito in 2020 and has played a crucial role in the investment cycle, particularly with the successful sale of EyeBio to Merck & Co for up to $3 billion [2][3] - Julien Elric joined Jeito in 2021 and has been instrumental in financing and clinical development strategies, notably contributing to the investment and exit of HI-Bio acquired by Biogen Inc. for up to $1.8 billion [4][5] Group 2: Company Overview - Jeito Capital is a leading global Private Equity fund focused on biopharma, dedicated to financing and accelerating medical innovations with a patient benefit-driven approach [7] - The firm has built a diversified portfolio of clinical biopharmas addressing high unmet medical needs, with a presence in Europe and the United States [7]

Company Overview - Jeito Capital is a leading independent Private Equity fund focused on biopharma, dedicated to financing and accelerating the development of groundbreaking medical innovations [7] - The firm has a diversified portfolio of clinical biopharmas that address high unmet medical needs, with a strong presence in Europe and the United States [7] Promotions and Team Development - Mehdi Ainouche has been promoted to Partner, and Julien Elric to Senior Principal, reflecting Jeito's commitment to talent development and internal career progression [1][6] - Mehdi joined Jeito in 2020 and has played a crucial role in the investment cycle, particularly noted for the successful sale of EyeBio to Merck & Co for up to $3 billion [2] - Julien joined Jeito in 2021 and has been instrumental in financing and clinical development strategies, contributing to the investment and exit of HI-Bio™ acquired by Biogen Inc. for up to $1.8 billion [4] Leadership Insights - Dr. Rafaèle Tordjman, Founder and CEO of Jeito Capital, expressed delight in the promotions, highlighting the significant contributions of Mehdi and Julien to the firm's mission of unlocking the potential of portfolio companies [6]

戴康 CFA 广发证券发展研究中心 董事总经理（MD）、首席资产研究官 邮箱：daikang@gf.com.cn 报告摘要 ● 引言： 我们在25.4.7 《"事缓则圆"后，当前如何应对？》 提示，部分投资者仍然对"新投资范式"认识不足，对 特朗普关税的底层逻辑存在误解。特朗普政府企图通过非常规手段化解当前全球供给与需求失衡，世界秩序重塑 的底层逻辑不可逆。 ● 全球化进程中，G2在贸易/生产/债务的失衡加剧。 全球经济一体化版图中，美国的定位更多作为全球最大的消 费国，而中国的定位更多作为全球最大的生产国。 一方面，随着中国加入世贸组织，全球化不断深入过程中， G2在贸易/生产/债务方面的失衡也在加剧。 美国过度依靠债务扩张创造需求—>过度消费—>经常项目持续逆差/ 对外债务持续积累—>制造业空心化/供应链的安全问题催生；而中国依靠强大的生产制造能力出口商品—>经常 项目持续顺差/丰富积累外汇储蓄。 然而，当全球主要经济体告别高增长时代，世界版图中的"蛋糕"更难做 大，"效率"的重要性开始让渡于"分配"，逆全球化程度加深将成为长期主题。 ● 世界秩序如何重塑，海湖庄园协议见一叶而知秋？ 概括而言，"海湖庄园 ...

戴康 CFA 广发证券发展研究中心 董事总经理（MD）、首席资产研究官 邮箱：daikang@gf.com.cn 报告摘要 报告正文 世界秩序重塑构成新投资范式的底层逻辑 引言 我们在25.4.7 《"事缓则圆"后，当前如何应对？》 提示，特朗普政府企图通过非常规手段化解当前全球供 给与需求失衡，世界秩序重塑的底层逻辑不可逆。部分投资者仍然对"新投资范式"认识不足，对特朗普关税的底 层逻辑存在误解。 ● 引言： 我们在25.4.7 《"事缓则圆"后，当前如何应对？》 提示，部分投资者仍然对"新投资范式"认识不足，对 特朗普关税的底层逻辑存在误解。特朗普政府企图通过非常规手段化解当前全球供给与需求失衡，世界秩序重塑 的底层逻辑不可逆。 ● 全球化进程中，G2在贸易/生产/债务的失衡加剧。 全球经济一体化版图中，美国的定位更多作为全球最大的消 费国，而中国的定位更多作为全球最大的生产国。 一方面，随着中国加入世贸组织，全球化不断深入过程中， G2在贸易/生产/债务方面的失衡也在加剧。 美国过度依靠债务扩张创造需求—>过度消费—>经常项目持续逆差/ 对外债务持续积累—>制造业空心化/供应链的安全问题催生；而中国依靠 ...

Eastman Kodak Company (KODK) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Anthony Redding - Chief Audit Executive, Chief Compliance Officer, & Director of Investor Relations (Interim)James Continenza - Executive Chairman & CEODavid Bullwinkle - CFO & Senior VP Operator Good day, and thank you for standing by. Welcome to the Eastman Kodak Quarter One Earnings Conference Call. At this time, all participants are in a listen only mode. Please be advised that today's conference is being re ...

中新社北京4月30日电 (记者 夏宾)过去，初创科技型企业缺乏传统贷款业务所需的重资产抵押品，常面 临融资难题。现在，人才、技术等也成了增信的硬指标。 清华大学国家金融研究院院长田轩指出，回顾2024年，中国科技创新增长表现亮眼，1月至11月高技术 制造业投资累计同比增长8.8%。这表明，科技创新投资正成为支撑产业转型升级、推动经济稳步增长 的关键力量，对于应对内外经济压力发挥不可替代的作用。 田轩认为，2025年，通过加大科技创新投资、优化生产力布局、发展新兴产业进一步激发科技创新对经 济发展的带动作用，将是中国经济行稳致远的关键之举。 生物医药企业杭州脉流科技正是受益于科技金融产品创新，通过浙商银行"人才银行"模式，获得3000万 元人民币授信支持，实现了技术突破和海外上市计划。从人才到数据再到专利，评定科创企业信用的体 系愈加丰富；从银行到债市再到股市，支持科创企业的金融市场持续发力，作为中国金融"五篇大文 章"之首的科技金融，正写出新篇章。 浙商证券首席经济学家李超称，观察现在资金的要求，一般都有"四投"的要求，即"投早、投小、投长 期、投硬科技"。国家创业投资强化对企业的股权融资，有助于重塑国家资产 ...