Plexus Corp. (NASDAQ:PLXS) Q2 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Shawn Harrison - Vice President, Investor Relations Todd Kelsey - President & Chief Executive Officer Oliver Mihm - Executive Vice President & Chief Operating Officer Pat Jermain - Executive Vice President & Chief Financial Officer Conference Call Participants David Williams – Benchmark Melissa Fairbanks - Raymond James Steven Fox - Fox Advisors LLC Ruben Roy - Stifel Jim Ricchiuti - Needham & Company ...

Core Insights - Thermo Fisher Scientific Inc. reported first-quarter 2025 adjusted earnings per share (EPS) of $5.15, exceeding the Zacks Consensus Estimate by 1% and reflecting a year-over-year increase of 0.8% [1] - The company's GAAP EPS was $3.98, marking a 15% increase year over year [1] - Following the earnings announcement, shares of Thermo Fisher rose 1.7% in pre-market trading [2] Revenue Performance - Total revenues for the quarter reached $10.36 billion, a 0.2% increase year over year, surpassing the Zacks Consensus Estimate by 1.1% [3] - Organic revenues increased by 1% year over year [3] Segment Analysis - Life Sciences Solutions segment (22.6% of total revenues) saw revenues increase by 2.4% year over year to $2.34 billion, exceeding estimates [4] - Analytical Instruments segment (16.6%) reported a 1.8% year-over-year increase in revenues to $1.72 billion, which fell short of estimates [5] - Specialty Diagnostics segment (11.1%) experienced a 3.5% year-over-year revenue increase to $1.15 billion, surpassing predictions [6] - Laboratory Products and Biopharma Services segment (54.4%) saw a decline of 1.4% year over year, with revenues at $5.64 billion, slightly below estimates [7] Margin Performance - Gross margin for the first quarter was 41.6%, contracting by 5 basis points year over year due to a 0.3% rise in the cost of revenues [8] - Selling, general and administrative expenses decreased by 0.6% to $1.72 billion, while research and development expenses increased by 3.3% to $342 million [8] - Adjusted operating margin was 21.7%, reflecting a contraction of 2 basis points [8] Financial Position - At the end of Q1 2025, cash and cash equivalents and short-term investments totaled $5.95 billion, up from $5.57 billion at the end of Q4 2024 [9] - Net cash from operating activities was $723 million, down from $1.25 billion a year ago [10] - The company has a consistent dividend-paying history, with a five-year annualized dividend growth of 15.10% [10] Strategic Developments - During the first quarter, Thermo Fisher launched several innovative products, including the Thermo Scientific Vulcan Automated Lab and Olink Reveal proteomics kits, contributing to commercial success [12] - The company announced an agreement to acquire Solventum's Purification & Filtration Business for $4.1 billion in cash [12] Overall Assessment - Thermo Fisher's first-quarter results exceeded expectations in terms of earnings and revenues, with growth in most segments except for Laboratory Products and Biopharma Services [11] - The contraction in margins was noted as a concern, and the company is expected to provide guidance for 2025 in an upcoming earnings call [11]

Không cần nền tảng sâu xa, vẫn có thể trở thành chuyên gia DeepSeek và bút phá trong sự nghiệp ! Biên soạn bởi các chuyên gia Al hàng đầu và tiến sĩ từ Viện Khoa học Xã hội Trung Quốc. Được Cựu phó chủ tịch Đại học Bắc Kinh, hiệu trưởng sáng lập Trường Kinh doanh HSBC và gần 20 chuyên gia đầu ngành đông loạt đê cứ. 亲爱的读者朋友们： 在人工智能的浪潮中，我们一直致力于推动知识的传播与技术的普及。今天，我们非常荣幸地 宣布，《DeepSeek使用指南》越南语版正式发售！这不仅是未可知人工智能研究院在国际化 道路上的重要一步，更是我们为全球AI用户服务的又一里程碑。 DeepSeek HƯỚNG DẪN SỬ DUNG TOÀN DIỆN Ứng dụng thực tiễn trong mọi lĩ ...

证券研究报告 | 2025年4月17日 DeepSeek辅助识别财务瑕疵 ——基于财报文本的情感语调的分析 策略研究 · 策略专题 证券分析师：陈凯畅 021-60375429 chengkaichang@guosen.com.cn S0980523090002 证券分析师：王 开 021-60933132 wangkai8@guosen.com.cn S0980521030001 请务必阅读正文之后的免责声明及其项下所有内容 核心观点 请务必阅读正文之后的免责声明及其项下所有内容 ➢ 财务造假样本分析：从CSMAR数据库"财务违规表"筛选2010-2021年样本，通讯服务行业造假占比最高，金融和公用事业最低。2010-2018年造假公 司数量及占比上升，2019年后下降，且约58.3%的造假行为在1-2年内暴露或终止。信息披露违规成为主流，虚构利润和虚列资产减少。 ➢ 特征池构建：基于上市公司定期财务报告，从8个维度构建378个比率型指标，经筛选处理后保留100个指标，形成特征池，包含5483个财务造假样本 和42046个控制样本。 ➢ 情感语调因子构建：利用DeepSeek R1模型分析财报文本情感语调， ...

董秘： 尊敬的投资者您好，公司在南京东路616号旗舰店携手合作伙伴共同打造了健康体重管理体验 区，通过健康数据跟踪、个性化体重管理、营养师建议、专家指导等多重服务帮助患者实现科学体重管 理，感谢您的关注。 投资者： 董秘您好！请问贵公司是否已经部署了DeepSeek？如果已经部署了，请问主要应用于哪些具 体的业务？公司接入DeepSeek有哪些成本、收益方面的考量？如果公司计划在未来再进行部署，计划 将DeepSeek应用于什么具体的业务呢？我们投资者非常期待您的回复，谢谢！ 截至2025年4月11日收盘，第一医药(600833)报收于11.96元，下跌1.73%，换手率2.19%，成交量4.87万 手，成交额5871.22万元。 董秘最新回复 投资者： 你好！公司目前有没有获取上海境外旅客离境退税定点商店资质？谢谢 董秘： 尊敬的投资者您好，公司目前有部分门店为离境退税商店，感谢您的关注。 投资者： 请问是否有合作知名药械企业布局肥胖症治疗、体重健康管理疗诊相关业务？ 董秘： 尊敬的投资者您好，公司下属零售药店可接收互联网医疗机构开出的电子处方，感谢您的关 注。 当日关注点 交易信息汇总：4月11日主力资金 ...

Core Viewpoint - Meige Intelligent has reported significant growth in its financial performance for 2024, with a notable increase in net profit and revenue, indicating a strong recovery and potential for future growth [1][3][4]. Financial Performance - In Q1 2024, Meige Intelligent expects a net profit attributable to shareholders of 40 million to 52 million yuan, representing a year-on-year growth of 518.53% to 704.09% [1][3]. - The company's net profit for the full year 2024 is projected to be 136 million yuan, a 110.64% increase compared to the previous year, with a revenue of 2.941 billion yuan, up 36.98% [3][4]. - The non-recurring net profit for Q1 2024 is anticipated to be between 38.7 million and 50.7 million yuan, reflecting a growth of 658.97% to 894.31% year-on-year [1][3]. Historical Performance - Meige Intelligent's net profit from 2021 to 2023 showed volatility, with figures of 118 million yuan, 128 million yuan, and 64.51 million yuan, indicating a decline of 49.54% in 2023 [4]. - Despite the low base in 2023, the 2024 performance marks a historical high for the company [4]. Stock Performance - Meige Intelligent's stock price experienced a significant surge, achieving an 8-day consecutive limit-up from January 24 to February 12, 2024, reaching a historical high of 73 yuan per share [6]. - Following this peak, the stock price has seen a correction, with a cumulative decline of 42.63% since February 13, 2024, currently trading at 40.9 yuan per share [8][10]. Market Outlook - The combination of strong financial results and a recent stock price pullback suggests that Meige Intelligent may be poised for a rebound in the near future [10].

Group 1: Company Performance - Yao Cai Securities Financial reported an unaudited consolidated net profit of approximately HKD 613 million for the fiscal year 2024/25, representing a 10% increase from the previous year's net profit of approximately HKD 559 million [1] - The total number of customer accounts reached 587,072 as of March 31, 2025 [1] Group 2: Market Conditions - The Hong Kong financial market experienced significant fluctuations, with the Hang Seng Index showing resilience after the end of the COVID-19 pandemic and the onset of recovery measures [2] - The U.S. Federal Reserve's decision to cut interest rates in September marked the end of a prolonged high-interest period, positively impacting the Hong Kong stock market [2] - The Hang Seng Index rose above 23,000 points, with a record single-day trading volume of HKD 620.7 billion, the highest in Hong Kong's history [2] Group 3: Strategic Initiatives - Yao Cai Group has maintained a proactive business philosophy, investing in advertising and promotional strategies to attract investors [4] - The company offers competitive promotions for both Hong Kong and U.S. stock trading, including significant rewards for new customers and commission-free trading for the first month [4] - The performance of the U.S. stock market in the first half of the year and the improving conditions in the Hong Kong market contributed to increased customer acquisition and overall business growth [4]

《金融时报》记者：近年来，平安银行一直在推进零售转型，主动压降高风险、高定价、高利率的业 务，当前，平安银行推进零售转型的进展如何？如何看待商业银行零售业务的发展情况？ 冀光恒：零售转型是一个周期性的过程，考验经营的耐心和韧性。过往零售的经营模式亟待升级，贷款 业务偏高风险高定价、存款业务高负债成本的局面需要改变。 平安银行坚持零售战略定位不动摇，经过一年多的改革，已逐步夯实结构性经营基础，通过吸引优质客 户、调整客群结构，推动资产结构持续优化。队伍建设方面，围绕"建队伍、推业务"，完备数字化培训 体系和智能化营销工具，提升队伍综合经营服务能力；产品升级方面，丰富全产品货架，加快推进重点 产品的研发、落地与推广，搭建全流程产品监控体系；客户经营方面，做实获客和活客经营，积极布局 数字营销渠道，打造具有市场口碑的服务和权益体系，提升服务质效、优化客户体验；风控强化方面， 完善风险政策、迭代模型策略、优化审批授权体系、强化全流程管理，提升风险管控和经营能力。同 时，加强零售内部A端和L端协同，全面推动跨条线融合协同。 目前，虽然贷款、营收、利润等结果指标有所下滑，但已经看到过程指标发生变化。例如，存款方面表 现出 ...

星标 ★ IPO日报 精彩文章第一时间推送 2025年第一季度刚刚过去，港股IPO市场继续火热， 首发上市15家企业，募资177亿港元，相比去年同期增长超过270%。其 中包括蜜雪冰城在内的6家公司实际募资超过10亿港元。 值得一提的是，2025年第一季度港股新增51家上市申请，其中11家为A股已上市公司，占比接近四分之一。 制图：佘诗婕 募资额增长270% 东方财富Choice数据统计显示， 截至2025年3月31日，港股市场有15家公司首发IPO，共实际募集资金约177亿港元（约相当于165.37 亿人民币）。相比2024年同期，首发上市的公司数量增加了3家，募资资金规模也相应增加了129.16亿港元，同比增长超过270%。 其中，40% 的IPO企业来自消费品市场，20%来自工业市场，13%来自能源及天然资源市场。 也就是说，港股出现大量首次向港交所递交IPO申请的企业，且这一数量显著增多。 目前，港股共有120家企业在IPO申报阶段，较2024年年底86家有显著增加。 其中包括大家耳熟能详的京东工业、周六福、先导智 能、宁德时代、八马茶业、海天调味、恒瑞医药、北京同仁堂、麦德龙、沪上阿姨、绿茶集团、曹 ...

2025年一季度A股市场震荡走高，以Deepseek概念为首的人工智能板块成为一季度市场主线之一，提振A股科技股大行情。截至2025年一季度 末， A股主要股指多数呈上涨态势，北证50指数表现最强，中证1000、科创50、万得全A、深证成指均录得上涨。机械、有色金属、汽车与零配 件涨幅位列行业前三，其中，机械行业以10.74%的涨幅居首。 市场篇 1.1 A股主要股指表现 2025年一季度，人工智能、机器人、新能源车等概念表现强势。Deepseek概念涨幅居首，累计上涨46.19%，IDC（算力租赁）概念上涨 26.07%；宇树机器人、减速器概念分别上涨31.04%、30.77%；汽车配件精选、小米汽车概念分别上涨21.82%、17.89%。 2025年一季度A股主要股指多数呈上涨态势。北证50指数表现最强，累计上涨22.48%，中证1000、科创50、万得全A、深证成指均录得上涨。 1.2 A股行业表现 在Wind二级行业分类的35个行业中，2025年一季度共有20个行业录得上涨。机械行业涨幅居首，累计上涨10.74%；有色金属、汽车与零配件、 软件服务行业分别上涨10.56%、10.45%、10.02%。 ...