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楼市传来3个信号,幻想房价暴涨的人,可以醒醒了
Sou Hu Cai Jing· 2025-05-02 09:06
买房越晚福利越多啊,真的是让等等族赢麻了。你看看现在买房不仅房价降了,利率降了,给你的福利 和权限也多了不少。 甚至你现在买的房子都更好了,层高变高了,得房率变成百分之百甚至更高了。 真的,前几年买房的人已经哭晕在厕所。 4月15日的北京有点不寻常,领导走进北投科创社区的人才公寓,不仅看了样板间,还跟住在这里的专 家聊了半个多小时。 这种级别的调研聚焦楼市,放在过去25年里堪称头一遭,明眼人都能感觉到: 楼市正在经历一场前所未有的战略调整,至少三个信号特别值得琢磨。 第一个信号:楼市从"发动机"变"压舱石",政策红包在路上 以前说起房地产,大家想到的是"经济增长引擎",现在这个定位悄悄变了。2024年的数据摆在那儿:房 地产投资占全社会固定资产投资的28%,带动上下游50多个行业,稳住楼市就是稳住12%的GDP贡献 率。 领导调研时特意提到"存量房盘活",说白了就是要把7.8亿平方米的待售商品房利用起来,要么改人才 公寓,要么做保障房,这招既能消化库存,又能稳定3000万建筑工人的就业。 更关键的是政策窗口期来了。430前后大概率会有新政落地,比如北京可能试点"存量房转保障房"补贴 政策,开发商每改造1平方米 ...
Wabash National(WNC) - 2025 Q1 - Earnings Call Transcript
2025-04-30 17:02
Wabash National (WNC) Q1 2025 Earnings Call April 30, 2025 12:00 PM ET Company Participants Ryan Reed - VP - Corporate Development, IR and FP&ABrent Yeagy - President, CEO & Director of the BoardMike Pettit - Senior VP & Chief Growth OfficerPatrick Keslin - SVP & CFOJeff Kauffman - Partner, Transportation & Logistics Equity Research Conference Call Participants Michael Shlisky - Managing Director & Senior Equity Research Analyst Operator Thank you for standing by. My name is Ian, and I will be your conferen ...
Wabash National(WNC) - 2025 Q1 - Earnings Call Transcript
2025-04-30 16:00
Financial Data and Key Metrics Changes - In Q1, consolidated revenue was $381 million, with a revenue shortfall of approximately $55 million due to lower than expected shipments [30][31] - Adjusted net income attributable to common stockholders was negative $24.8 million, or negative $0.58 per diluted share [31] - Adjusted EBITDA was negative $9 million, or negative 2.4% of sales [30] Business Line Data and Key Metrics Changes - Transportation Solutions generated revenue of $347 million with an operating loss of negative $10 million, indicating a decline in demand for equipment [31] - Parts and Services generated revenue of $52 million and operating income of $6.9 million, showing year-over-year revenue growth despite market conditions [31][32] Market Data and Key Metrics Changes - The total backlog at the end of Q1 was approximately $1.2 billion, showing a slight sequential increase [17] - The trailer industry has experienced eight consecutive quarters of contraction in orders, leading to aging fleets across the industry [18] Company Strategy and Development Direction - The company is focusing on growing parts and services revenue to reduce exposure to cyclicality, with a strategic initiative to integrate these offerings across its equipment solutions portfolio [20][28] - The company is expanding its Trailers as a Service initiative, which includes maintenance, repair, and telematics, to provide a comprehensive solution for customers [23][24] Management's Comments on Operating Environment and Future Outlook - Management noted a broader macro-driven slowdown affecting customer decision-making and capital expenditure plans, leading to a cautious outlook for 2025 [4][5] - The updated guidance for 2025 revenue is approximately $1.8 billion, reflecting a reduction of about $200 million from previous estimates [33][34] Other Important Information - The company is navigating ongoing legal matters related to a 2019 motor vehicle accident, with a jury initially awarding $462 million in damages, later amended to $119.5 million [16] - The company has a liquidity position of $310 million as of March 31, with a net debt leverage ratio of 3.2 times [32] Q&A Session Summary Question: Concerns about decremental margins and EPS loss - Management clarified that pricing pressure around commodities is accounted for in the full-year guidance, and they do not expect an oversized reduction in profitability [41][42] Question: Outlook for parts and services - Management expressed optimism about maintaining growth in parts and services despite weakness in original equipment sales, expecting sequential growth into Q2, Q3, and Q4 [45][46] Question: Total TOS units and growth potential - Management reported over 1,000 trailers deployed in the Trailers as a Service initiative, with expectations for continued growth throughout the year [55][56] Question: Liquidity and capital allocation - Management discussed their liquidity strategy, emphasizing flexibility in capital allocation based on market conditions, including traditional CapEx and share repurchases [63][64] Question: Impact of weather on Q1 performance - Management acknowledged that weather affected manufacturing and cost alignment, but they expect improved conditions in Q2 [66][67]
Helen of Troy(HELE) - 2025 Q4 - Earnings Call Transcript
2025-04-24 17:24
Helen of Troy Limited (NASDAQ:HELE) Q4 2025 Earnings Conference Call April 24, 2025 9:00 AM ET Company Participants Sabrina McKee - Senior Vice President of Investor Relations and Business Development Noel Geoffroy - Chief Executive Officer Brian Grass - Chief Financial Officer Conference Call Participants Robert Labick - CJS Securities Rupesh Parikh - Oppenheimer Susan Anderson - Canaccord Genuity Peter Grom - UBS Operator Greetings and welcome to the Helen of Troy Fourth Quarter Fiscal 2025 Earnings Confe ...
半导体精品公众号推荐!
国芯网· 2025-04-24 13:51
半导体论坛 振兴国产半导体产业! 信息爆 炸的时代 更需要断舍离 如何更加高效的获取高质量的信息 在碎片化的时代里 收获满满? 半导体行业第一的微信公众平台,50万的从业人员都已关注! 2025年,半导体人只需关注5个公众号 半导体技术天地 ID:ic2018ic ▲长按二维码"识别"关注 专注半导体产业技术,技术资料,专家讲解。欢迎关注! ↓↓↓值得您的关注↓↓↓ 国芯网 ID:CSF211ic ▲长按二维码"识别"关注 ↓↓↓值得您的关注↓↓↓ 全球电子市场 ID:xinlun99 ▲长按二维码"识别"关注 芯媒评论,请关注! ↓↓↓值得您的关注↓↓↓ 半导体行业圈 ID:ic211ic ▲长按二维码"识别"关注 半导体行业圈,半导体人自己的圈子,请关注! ↓↓↓值得您的关注↓↓↓ 半导体产业联盟 ID:icchinaunion ▲长按二维码"识别"关注 半导体全产业链联盟,请关注! ***************END************** * 半导体论坛微信群 8万人在群,所有微信群免费开放! 加群步骤: 第一步:扫描下方二维码,关注中国半导体论坛微信公众号。 第二步:在公众号里面回复"加群", ...
Silynxcom Advances its Real-Time Vital Life Signs Monitoring Communication Solution for Combat
Globenewswire· 2025-03-31 13:20
Core Viewpoint - Silynxcom Ltd. has developed a new tactical sound protection in-ear headset that integrates real-time vital signs monitoring with advanced communication capabilities, aimed at enhancing safety and situational awareness for users in combat and high-risk environments [1][4][7] Group 1: Product Features - The new in-ear headset will seamlessly integrate with existing military and commercial communication networks, allowing alerts to be sent to commanders even if the user is incapacitated [2] - The headset features three essential communication capabilities: hearing protection, hearing enhancement for situational awareness, and an in-ear microphone that ensures clear communication without needing an external microphone [4] - The modular technology of Silynxcom allows for future enhancements and customization, enabling the company to adapt to evolving industry needs [3] Group 2: Market Position and Strategy - Silynxcom's commitment to innovation and quality has established it as a trusted partner for military and law enforcement agencies, providing reliable communication solutions that enhance safety and effectiveness in the field [4][7] - The company's in-ear headsets are designed for various applications, including combat, riot control, and training, and are recognized for their ability to integrate with professional-grade ruggedized radios used by military and special forces [5] - Silynxcom actively seeks feedback from users in the field to improve the functionality and quality of its products, ensuring they meet the needs of operational personnel [5]