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Bull of the Day: Stantec (STN)
ZACKS· 2025-06-06 15:10
Company Overview - Stantec (STN) is a company providing professional services in infrastructure and facilities across Canada, the United States, and internationally, focusing on water treatment, highway systems, and urban development [2] - The company offers a range of services including evaluation, planning, designing infrastructure solutions, sustainable water resource management, environmental services, integrated architecture, engineering, and energy solutions [2] Financial Performance - Stantec has received a Zacks Rank 1 (Strong Buy) due to six analysts increasing their earnings estimates for the current and next year [4] - The Zacks Consensus Estimate for the current year has risen from $3.58 to $3.86, indicating a growth of 19.5%, while next year's estimate increased from $4.07 to $4.33, reflecting a growth of 12.2% [4] - Revenue growth is projected at 11% for the current year and 9.71% for the next year [4] Market Position - The stock is trading above its 50-day and 200-day moving averages, indicating a positive technical outlook [6] - The price and earnings estimates are showing a consistent upward trend, suggesting that the market is recognizing Stantec's reliable execution [5] Industry Context - Stantec operates in sectors such as infrastructure, water, transportation, and environmental services, which are supported by long-cycle projects and significant public and private investment [7] - The U.S. Infrastructure Investment and Jobs Act continues to inject billions into infrastructure projects, creating opportunities for firms like Stantec as municipalities modernize outdated systems [7]
王东升的“芯”征程:两家“独角兽”企业冲刺IPO
经济观察报· 2025-06-06 12:47
王东升二次创业的"芯"产业版图估值早已超过300亿元。 作者:牛钰 封图:图虫创意 从京东方退休后二次创业的王东升,又将一家芯片独角兽企业送上了IPO(首次公开发行)之路。 5月30日,北京奕斯伟计算技术股份有限公司(下称"奕斯伟计算")首次向香港交易所(下称"港 交所")递交招股书。奕斯伟计算是一家专注于RISC-V(开源指令集架构)的企业。 若能成功在港上市,奕斯伟计算有望成为"RISC-V第一股"。 6月5日,对于筹备IPO的进程和背后的细节,奕斯伟计算相关工作人员对经济观察报表示,因公司 正处于静默期不方便回复。 奕斯伟计算的单一最大股东为北京奕斯伟科技集团有限公司(下称"奕斯伟集团"),王东升为奕斯 伟集团的实际控制人和董事长。在该集团的子公司中,还有估值约240亿元的西安奕斯伟材料科技 股份有限公司(下称"奕斯伟材料")和几十家科技行业的子公司。 "火星"与"造芯" 招股书引用的弗若斯特沙利文资料显示,按2024年相关收入计算,奕斯伟计算是国内最大的RISC- V全定制解决方案供应商。 从公开信息可见,在奕斯伟计算身上,知名机构云集。中信证券和中信建投国际为奕斯伟计算IPO 的保荐人。从2019年 ...
沪市债券新语 | 全市场公募REITs总市值突破2000亿元!
Xin Hua Cai Jing· 2025-06-06 12:09
Group 1 - The first batch of public REITs in China was successfully listed on June 21, 2021, marking the official launch of the infrastructure public REITs pilot program, with a total fundraising scale of 16.6 billion yuan [1] - As of June 5, 2025, the total market value of public REITs reached 201.99 billion yuan, surpassing the 200 billion yuan mark for the first time, with the Shanghai Stock Exchange accounting for 67% of this value [1][2] - The market for public REITs is expanding rapidly, with 44 products listed on the Shanghai Stock Exchange by June 5, 2025, doubling the number from the end of 2023, and a total fundraising scale of 121.6 billion yuan [2] Group 2 - The secondary market for REITs is showing signs of recovery, with the Shanghai Stock Exchange REITs having a cumulative growth of 21% since the beginning of 2025, outperforming the CSI REITs total return index [3] - The average cash distribution rate for Shanghai Stock Exchange REITs reached 5.8%, and the average internal rate of return was 3.6%, indicating a favorable investment value [3] Group 3 - The revenue from 33 REITs listed on the Shanghai Stock Exchange for the year 2024 reached 8.5 billion yuan, a year-on-year increase of 35%, with a total distributable amount of 6.2 billion yuan [5] - The expansion mechanism for REITs is being improved, with a dual-driven development model of "initial issuance + expansion" being established to support high-quality growth in the REITs market [6] Group 4 - The market is expected to reach a scale of 220 to 250 billion yuan by the end of 2025, with potential to exceed 250 billion yuan considering accelerated expansions [7]
福州机场第二高速公路项目潭头隧道左洞贯通
Huan Qiu Wang· 2025-06-06 09:27
福州机场第二高速公路项目意义非凡,其桥隧比高达91.4%,其中隧道总长6588米,共3座。本次贯通 的潭头隧道是项目重要的控制性工程之一,全长2830米,为小净距双向六车道隧道。单洞开挖宽度达 17.5米,左、右线最小净距约9.5米,仅为单洞开挖宽度的0.5倍。更为复杂的是,该隧道线路下穿浮岐 水库、蒲竹寺建筑群,施工风险高、难度大,对施工技术和安全管理提出了极高要求,自施工伊始便备 受各方关注。 福州机场第二高速公路的建设,将进一步优化区域骨干路网布局,完善福州长乐国际机场集疏运体系, 使机场与周边区域的联系更加紧密高效。同时,对于促进闽东北协同发展区交通基础设施互联互通,服 务地方经济社会发展,推进福州城市"东进南下、沿江向海"的发展战略,着力构建福州大都市圈等都具 有不可估量的重要作用。 来源:环球网 随着福州机场第二高速公路项目的稳步推进,福州正以更加开放的姿态、更加坚实的步伐,向着现代化 国际城市的目标迈进。这条高速公路将成为福州发展的新动脉,为城市的经济腾飞和社会进步注入源源 不断地动力。我们期待着项目早日竣工,为福州的明天增添更加绚丽的色彩!(林晗、洪族智、陈宇) 6月5日,一声清脆的爆破声响, ...
公募REITs总市值首破2000亿元 沪市占比近七成
Zheng Quan Shi Bao Wang· 2025-06-06 09:14
Core Insights - The total market value of public REITs in China has surpassed 200 billion yuan, reaching 201.99 billion yuan as of June 5, marking significant growth since the first batch of REITs was launched less than four years ago [1] - The Shanghai Stock Exchange (SSE) accounts for 67% of the total market value, with 1.35 billion yuan attributed to its REITs [1] Market Overview - The first batch of 9 public REITs was launched on June 21, 2021, raising a total of 16.6 billion yuan, initiating the development of REITs in the Shanghai market [1] - As of June 5, there are 44 REIT products listed on the SSE, doubling the number since the end of 2023, with a total fundraising scale of 121.6 billion yuan [1] Sector Performance - In the property rights category, there are 17 projects in total, with 12 from the SSE raising 20.3 billion yuan; in the logistics sector, 9 projects raised 13.8 billion yuan; consumer projects raised 6.3 billion yuan; and affordable rental housing projects raised 9.5 billion yuan [1] - In terms of operating rights, energy projects raised 14.3 billion yuan, transportation projects raised 54 billion yuan, and ecological projects raised 1.9 billion yuan [2] Market Activity - The SSE REITs have shown active trading since 2025, with a year-to-date return of 21%, outperforming the CSI REITs total return index at 14% [2] - Notable sectors include consumer, rental housing, and toll roads, with year-to-date increases of 44%, 26%, and 22% respectively [2] Liquidity and Returns - The average daily trading volume for SSE REITs is 440 million yuan, accounting for 70% of the total market volume, with a daily turnover rate of 0.79% [2] - The average cash distribution rate for SSE REITs is 5.8%, and the average internal rate of return is 3.6%, indicating favorable investment characteristics [2] Financial Performance - The 33 SSE REITs that disclosed their 2024 annual reports achieved a total revenue of 8.5 billion yuan, a year-on-year increase of 35%, with distributable amounts reaching 6.2 billion yuan, up 28% [2] Development Initiatives - The SSE is enhancing its fundraising mechanisms, promoting a dual-driven model of "initial issuance + expansion" to support high-quality development of the REITs market [3] - In 2023, the SSE completed expansion projects for two REITs, raising approximately 5 billion yuan, with more projects in the pipeline for 2024 [3] - Innovative asset combinations are being explored, such as the first cross-regional mixed asset expansion project involving photovoltaic and hydropower assets [3]
【会讯】2025年6月乘用车市场分析发布会会议通知
乘联分会· 2025-06-06 08:55
点 击 蓝 字 关 注 我 们 本文全文共 683 字,阅读全文约需 2 分钟 为了便于大家进一步及时掌握全国乘用车市场产销动态,并了解行业政策、价格、二手车、新能源汽 车、商用车市场、上海汽车市场等情况,中国汽车流通协会乘用车市场信息联席分会秘书处现决定举行"2025 年6月乘用车市场分析发布会",本次会议以 网上发布 的形式举行。 请大家关注微信订阅号:cpca2024和官网www.cpcaauto.com,届时报告将通过以上两种渠道发布。感谢各 位的支持! 会议相关信息如下: 主办方: 中国汽车流通协会乘用车市场信息联席分会 协办方: 搜狐·汽车事业部 上海市信息中心 益普索(中国)咨询有限公司 上海安路勤企业管理咨询有限公司 上海福蓝汽车技术有限公司 广州威尔森信息科技有限公司 科瑞卓信(北京)咨询有限公司 广州市佩升前研市场信息咨询股份有限公司 会议报告网上发布时间: 2025年6月9日(星期一)下午16:00 会议报告内容: 1)2025年5月份上海汽车市场上牌情况 ——上海市信息中心; 2)2025年4月价格指数报告 ——福蓝汽车; 会议报告网上发布渠道: 2025年6月6日 3) 关于国家鼓励 ...
对话Airwallex创始人Jack Zhang:从柠檬工厂走向62亿美元独角兽
Tai Mei Ti A P P· 2025-06-06 08:02
图片来源:网络 本文主要内容编译自20VC对话栏目 在墨尔本40度高温的盛夏,Jack Zhang揉了揉酸涩的眼睛,将最后一箱柠檬搬上卡车。此时的他不会想 到,这个从每天凌晨开始搬运数千个柠檬箱的移民少年,未来会成为全球金融科技领域的颠覆者。 2025 年5月,当 Airwallex 以 62 亿美元估值完成最新一轮F轮融资时,创始人Jack Zhang 坐在全球知名 科技播客20VC伦敦的录音室,与主持人Harry Stebbings回忆起初到澳大利亚的日子。"那时我只有一个 念头,不能让生活永远停留在搬箱子的阶段。"Jack Zhang 的眼神坚毅,语速平稳,仿佛那段苦涩的青 春仍在眼前。 这个少年的逆袭之路,始于一场孤注一掷的异国冒险,却在跨境支付的荒漠中开辟出了一条新航道。今 天,钛媒体创投家首次在国内深入剖析其创始人从生活艰辛的移民少年成长为全球金融科技领军者的心 路历程,以及Airwallex如何在十年间从咖啡馆成长为估值62亿美元的独角兽。 16岁移民少年的生存之战 1985年,Jack Zhang出生在山东沿海小城,父母是银行职员,家境中产。他的直率性格与学校对顺从的 期待格格不入,16岁被送 ...
持续扩容!突破2000亿元
天天基金网· 2025-06-06 05:21
上天天基金APP搜索【777】注册即可 领98元券包 , 优选基金10元起投!限量发放!先到先 得! "首单"公募REITs提速 今年以来,公募REITs产品"上新"提速。 截至6月5日,从二级市场来看,据Choice统计数据,公募 REITs的总市值已达到2019.91亿元,突破2000亿元大关。 公募REITs市场仍在持续扩容。 近日,中金中国绿发商业REIT、中银中外运仓储物流REIT获证监会准 予注册批复,国泰君安临港创新产业园REIT扩募项目正式获批。其中,中金中国绿发商业REIT宣布, 将于6月9日询价。 今年以来,共有7只公募REITs成立,发行总规模为113亿元。细分领域"首单"公募REITs持续上新,进一 步丰富了公募REITs资产类别。 三单公募REITs又有新进展 近日,中金基金、中银基金、国泰君安资管旗下三单公募REITs有了新进展。其中,中金基金旗下中金 中国绿发商业REIT宣布在6月9日询价。 公告显示,中金中国绿发商业REIT询价区间为2.754元/份—3.366元/份,发售的基金份额总额为5亿份。 其中,初始战略配售基金份额数量为3.5亿份,网下发售的初始基金份额数量为1.05 ...
【第三十四次】习近平:把握数字经济发展趋势和规律 推动我国数字经济健康发展
Xin Hua She· 2025-06-06 02:37
新华社北京10月19日电 中共中央政治局10月18日下午就推动我国数字经济健康发展进行第三十四次集 体学习。中共中央总书记习近平在主持学习时强调,近年来,互联网、大数据、云计算、人工智能、区 块链等技术加速创新,日益融入经济社会发展各领域全过程,数字经济发展速度之快、辐射范围之广、 影响程度之深前所未有,正在成为重组全球要素资源、重塑全球经济结构、改变全球竞争格局的关键力 量。要站在统筹中华民族伟大复兴战略全局和世界百年未有之大变局的高度,统筹国内国际两个大局、 发展安全两件大事,充分发挥海量数据和丰富应用场景优势,促进数字技术与实体经济深度融合,赋能 传统产业转型升级,催生新产业新业态新模式,不断做强做优做大我国数字经济。 习近平强调,要加快新型基础设施建设,加强战略布局,加快建设高速泛在、天地一体、云网融合、智 能敏捷、绿色低碳、安全可控的智能化综合性数字信息基础设施,打通经济社会发展的信息"大动脉"。 要全面推进产业化、规模化应用,重点突破关键软件,推动软件产业做大做强,提升关键软件技术创新 和供给能力。 习近平指出,要推动数字经济和实体经济融合发展,把握数字化、网络化、智能化方向,推动制造业、 服务业 ...
PhotonPay光子易与摩根大通达成战略对话,共助企业全球化进阶
Sou Hu Cai Jing· 2025-06-06 02:21
近日,PhotonPay光子易与全球领先金融服务机构摩根大通(J.P. Morgan)于欧洲举行高层会谈。PhotonPay光子易创始人兼首席执行官陈敏(Lewison Chen)与摩根大通董事总经理(Managing Director)兼全球非银机构支付业务负责人Jason Clinton、摩根大通Kinexys全球联席负责人Naveen Mallela率领核心 团队,就全球支付行业的创新发展路径、技术革新趋势及未来合作方向展开了深度对话与战略磋商。 在严格遵循全球合规监管框架的前提下,PhotonPay光子易构建了覆盖全球主要经济体的本地化服务网络,依托其创新的数字化金融基础设施解决方案,为 企业客户提供从跨境贸易拓展到海外市场深度运营的一站式全周期服务支持,助力企业实现全球化战略布局。 着眼未来,PhotonPay光子易将持续深化与国际金融机构的战略合作,通过构建更开放、灵活、可扩展的金融服务,弥合全球商业中的金融摩擦,助推企业 在复杂多变的市场环境中行稳致远。 Lewison表示:"市场机遇是促成颠覆性创新的基础,而市场需求是真正推动企业持续创新的动力。过去十年间,PhotonPay光子易始终以用户需 ...