TxTag user accounts are now managed by HCTRA, powered by Quarterhill's advanced technology, for improved operational efficiency. This transition ensures a unified and enhanced customer service experience for drivers throughout the Austin and Houston regions.TORONTO, July 15, 2025 /PRNewswire/ - Quarterhill Inc. ("Quarterhill" or the "Company") (TSX: QTRH) (OTCQX: QTRHF), a global leader in providing intelligent transportation system solutions, announced today that the transition of approximately one millio ...

Investment Rating - The report assigns a "Buy" rating to BYD (1211 HK), Desay SV (002920 CH), and Contemporary Amperex Technology (300750 CH) [54][60][65]. Core Insights - The China auto market has shown another double-digit year-on-year growth, with wholesale unit deliveries reaching 2.5 million units in June, marking a 14.5% increase year-on-year and a 7.8% increase month-on-month [1][7]. - The electric vehicle (EV) market is experiencing suboptimal growth, with EV penetration at 52.7% in June, which is below expectations and historical highs [1][7]. - Concerns are raised regarding the slowing growth of EV penetration, potentially due to aggressive pricing strategies from internal combustion engine (ICE) car manufacturers and the upcoming 50% cut to EV purchase tax exemptions starting next year [2][7]. Summary by Sections China Auto Market Performance - In 1H25, the China auto market reported a total of 13.5 million wholesale shipments, reflecting a 12.9% year-on-year growth, while retail sales (excluding minivans) reached 10.9 million units, up 10.8% year-on-year [8]. - The overall growth momentum in 1H25 was slightly above expectations, supported by government subsidies for scrapping and trade-in programs [8]. Electric Vehicle Market - Monthly retail sales of PV EVs reached 1.1 million units in June, representing a 30.2% year-on-year increase [1][9]. - The report highlights that BEVs outperformed PHEVs/EREVs in terms of growth, with BEVs showing 45% year-on-year growth in wholesale shipments during 1H25 [9]. OEM Strategies and Market Dynamics - OEMs are currently preparing their strategies for 2H25, with expectations of model launches and adjustments in response to government policies against over-competition [3]. - BYD remains a top pick due to its strategies aimed at regaining market share, including reducing SKUs and improving model features without price increases [4]. Battery Market Insights - EV battery installations grew by 35.9% year-on-year to 58.2 GWh in June, with total installations for 1H25 reaching 300 GWh, a 47.3% increase year-on-year [5]. - CATL and BYD maintained their market leadership in the battery sector, holding 43.7% and 21.5% market shares, respectively [5]. Lithium Market Trends - The price of lithium carbonate in China rebounded from a low of CNY 60,000 per tonne in late June to CNY 63,000 per tonne in early July [5][48]. - The report anticipates potential downside risks to lithium production in July due to weakened demand and government interventions [5][48].

新华网武汉7月14日电（陈周璇）近年来，湖北以智能建造为突破口，以试点企业、试点项目为切入点，系统性推进建筑工业 化、标准化、数字化、智能化发展，智能建造技术应用场景不断创新，取得新进展。 2023年，光谷科学岛科创中心项目引进抹灰机器人，于主楼和地下室等施工场景进行大面积使用，项目建设速度再次按下"加速 键"。"抹灰机器人的工作效率是人工抹灰的6至8倍，同时，机器人可以精确控制抹灰的厚度和均匀度，在工艺中免去了搭脚手 架步骤。"万里介绍。 得益于各类智能化设备投入使用，光谷科学岛整体建设已具规模，项目配备共享办公空间、人才公寓、员工餐厅等场所，目前 已完成一期7条骨干路网、二期11条道路、2个管廊、2个泵站、2个明渠、1个电力隧道及科创中心建设。二期项目预计在2025年 下半年投入使用，进一步推动科技基础设施项目和高新技术产业项目在这里加快落地。 无人驾驶摊铺设备精准实现路面"3D打印" "人机协作"为智能建造按下"加速键" 光谷科学岛地处光谷科技创新大走廊源头，承担着"武鄂黄黄"区域协同发展的重担。作为科技创新策源高地和武汉新城打造创 新源头的先行区和示范区，光谷科学岛入选湖北省智能建造试点项目，在建设过 ...

⚡️ VITALIK: Slowing down superintelligent AI reduces risk."Giving our civilization more time to prepare is good." https://t.co/Neb33j12G8 ...

Core Insights - The Zhongguancun Forum serves as a global platform showcasing the latest achievements in technology innovation, facilitating collaboration among top enterprises and financial institutions to create a synergistic innovation ecosystem [1][2][9] - The forum has expanded beyond traditional conference boundaries, embodying the national mission of "technological power" and fostering a fertile ground for innovation [1][9] - Member organizations span various cutting-edge fields such as artificial intelligence, biomedicine, green low-carbon technology, intelligent manufacturing, and fintech, demonstrating a clear trend of technology-driven innovation [1][2] Group 1 - The forum acts as a "premiere" for new technologies and products, enhancing corporate influence and pushing technological achievements into the core of policy and industrial development [2] - Member organizations leverage the forum to showcase their innovative practices and engage in deep collaboration, enriching the forum's technological content and enhancing participant experience [2][4] - The forum facilitates a multi-layered communication platform for members, connecting government, industry, academia, and research, allowing for in-depth dialogue and exchange of ideas [4][6] Group 2 - Notable technological showcases include the demonstration of a quantum computer prototype by Boson Quantum and various innovative applications by Yiqing Holdings, highlighting the integration of technology and traditional craftsmanship [4][6] - The forum has successfully linked numerous enterprises, fostering collaborations that enhance technological and capital integration, thus driving innovation and industrial synergy [6][7] - The forum's unique "everlasting" empowerment system allows member organizations to participate in a variety of activities throughout the year, focusing on technology application and global challenges [7][9]

Core Insights - Salesforce, Inc.'s Data Cloud is experiencing significant growth, with annual recurring revenues (ARR) increasing by 120% year over year, surpassing $1 billion in the first quarter of fiscal 2025 [1][9] - The integration of Data Cloud with artificial intelligence (AI) features is evident, as nearly 60% of Salesforce's top 100 deals in the first quarter included both [2][9] - Data Cloud is essential for Salesforce's digital labor and intelligent automation initiatives, particularly in conjunction with the new AI-based product, Agentforce [3] Company Performance - Salesforce has utilized Data Cloud to enhance internal efficiency, notably reducing lead routing time from 20 minutes to 19 seconds in Slack [4] - The company's stock has declined by 18.1% year to date, contrasting with a 16.5% increase in the Zacks Computer – Software industry [8] Competitive Landscape - Salesforce's Data Cloud faces competition from Microsoft and Snowflake, both of which are prominent in enterprise data management [5] - Microsoft leverages its Azure Data services, which integrate with its broader ecosystem, providing a strong alternative for businesses already using Azure [6] - Snowflake specializes in cloud-based data warehousing, focusing solely on data management, which allows for easy storage, processing, and sharing of large volumes of data [7] Valuation and Earnings Estimates - Salesforce trades at a forward price-to-earnings ratio of 23.07, significantly lower than the industry average of 34.23 [10] - The Zacks Consensus Estimate indicates a year-over-year earnings increase of approximately 10.8% for fiscal 2026 and 11.5% for fiscal 2027, with upward revisions in estimates over the past 30 days [11]

Core Insights - Wuxi Lead Intelligent Equipment Co., Ltd. (LEAD) Chairman Mr. Yanqing Wang received the Best International Interview award from Battery-News for his insights on battery manufacturing and electrification trends [1][3][5] Group 1: Recognition and Awards - The award was based on an interview conducted in March 2024, which was praised for its clarity and strategic foresight [3][5] - The recognition highlights LEAD's reputation as a pioneer in advanced battery production solutions, particularly in all-solid-state battery manufacturing [4] Group 2: Industry Insights - Mr. Wang's interview discussed the transformation in battery manufacturing and the rise of intelligent automotive technologies [3][4] - The perspectives shared reflect LEAD's commitment to innovation, sustainability, and cross-border collaboration in the energy sector [4]

Collaboration Overview - HERE Technologies collaborates with NIO's new sub-brand firefly to provide high-quality map data and location services aimed at enhancing the safety and efficiency of electric vehicles (EVs) and advanced driver assistance systems (ADAS) [1][2] - The partnership focuses on improving the overall driving experience for firefly's intelligent EVs, utilizing HERE's global maps and speed limit data to support Intelligent Speed Assistance (ISA) requirements in the European Union [2][6] firefly Brand Introduction - firefly is designed to bring premium EV technology to a wider audience, emphasizing urban mobility, smart connectivity, and safety [2][7] - The brand aims to expand NIO's portfolio and drive growth efficiently, with its first model set to launch in China in April 2025 before entering global markets [7] NIO's Market Performance - NIO delivered over 42,094 vehicles in Q1 2025, reflecting a 40.1% year-on-year increase from Q1 2024, showcasing its strong presence in both China and Europe [4] - The launch of firefly is expected to accelerate NIO's momentum in the intelligent electric mobility sector, targeting a new segment of EV consumers [4] HERE Technologies' Role - HERE Technologies supports NIO in expanding its ecosystem with firefly, providing AI-powered location intelligence solutions that meet international safety and regulatory standards [5] - The partnership with Telenav Inc. enhances firefly's digital cockpit and navigation experiences, including real-time traffic insights for a software-defined vehicle experience [3][6] NIO's Technological Advancements - NIO has filed for and obtained over 9,500 patents, demonstrating its commitment to research and development in core technologies [9] - The company has developed NIO Full Stack, encompassing 12 technology domains, further solidifying its position in the global premium smart electric vehicle market [9]

Core Insights - Capgemini is set to acquire WNS for $76.50 per share, totaling $3.3 billion, which represents a premium of 28% over the last 90-day average share price [2][5] - The acquisition is expected to enhance Capgemini's normalized EPS by 4% in 2026 and 7% in 2027 post-synergies [2][20] - The transaction has been unanimously approved by the boards of both companies and is anticipated to close by the end of the year [5][22] Strategic Rationale - The acquisition aims to create a leader in Intelligent Operations, leveraging Agentic AI to transform business processes [3][12] - Capgemini will gain scale and vertical expertise to capitalize on the shift from traditional Business Process Services (BPS) to AI-powered operations [3][5] - WNS's high-growth Digital BPS will enhance Capgemini's service offerings and increase its presence in the US market [4][10] Financial Impact - The combined entities are projected to generate revenues of €1.9 billion in Digital BPS by 2024 [10] - WNS has shown a consistent revenue growth of approximately 9% over the last three fiscal years, reaching $1,266 million in fiscal year 2025 with an 18.7% operating margin [8][9] - Capgemini expects revenue synergies of €100 million to €140 million and cost synergies of €50 million to €70 million by the end of 2027 [20] Market Positioning - The acquisition positions Capgemini to meet the growing demand for AI-driven business process transformation, addressing client needs for efficiency and agility [3][12] - The combination of Capgemini and WNS will create a robust platform for innovation and growth, enhancing their competitive edge in the market [6][17] - Both companies share a vision for Intelligent Operations, which will facilitate a smooth integration and unlock new opportunities for clients [6][21]

Financial Data and Key Metrics Changes - For fiscal year 2025, the company reported total revenue of $70.2 million, a decrease from $72.5 million in fiscal year 2024, primarily due to the exit from the Middle East business [11] - Core adjusted EBITDA reached $7.4 million, an increase of 365% from $1.6 million in the previous year, exceeding guidance [14] - The company ended the year with $2.8 million in cash and $1.1 million in long-term debt, providing flexibility for ongoing initiatives [14] Business Line Data and Key Metrics Changes - North America revenue grew 15% year over year from $57 million to $65.5 million, highlighting strong momentum in core markets [11][7] - The company has shifted focus to private equity-backed companies, enhancing its global capability center (GCC) model, which is now a preferred method for scalable capabilities in technology and operations [6][7] Market Data and Key Metrics Changes - North America now represents over 93.3% of the company's revenue base, indicating a significant concentration in this market [6] - The company is experiencing high client retention and increased adoption of large-scale digital transformation initiatives [6] Company Strategy and Development Direction - The company has exited lower-value, non-core geographies, specifically the Middle East consulting market, and has completed associated write-offs [5] - A new AI-centered GCC framework has been launched, integrating intelligent automation and data-driven decision systems to enhance client capabilities [9][10] - The company plans to continue hiring key personnel with relationships in the private equity industry to expand its pipeline and network [6] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in fiscal year 2026, projecting revenue between $74 million and $80 million and adjusted EBITDA between $6 million and $8 million [15][16] - The company is seeing strong traction with clients, with existing clients deepening partnerships and an expanding private equity network [16] - The cost structure is now lean, and AI-led transformation is gaining pace, indicating a positive outlook for future performance [17] Other Important Information - The restructuring process is complete, and stock-based compensation is expected to be significantly lower moving forward [12] - Fiscal year 2025 will be the last year to report core adjusted EBITDA as a separate metric, transitioning to adjusted EBITDA and GAAP measures [14] Q&A Session Summary - No specific questions or answers were provided in the content, indicating that the call concluded without a Q&A segment [19]