齐鲁晚报·齐鲁壹点记者 蔡宇丹 工业互联网+AI如何创造品牌价值增长？这在卡奥斯COSMOPlat工业互联网平台上得到具体体现。 6月18日，2025年世界品牌大会暨中国500最具价值品牌发布会在北京举行。卡奥斯COSMOPlat工业互联网平台连续7年位列国内行业品牌价值首位，品牌价 值达1163.35亿元，较去年提升135.58亿元。 报告认为，卡奥斯天智工业大模型已成为中国工业大模型发展的标杆案例之一。大模型汇聚了大规模高质量工业知识库以及4700+机理模型、200+专家算 法、110+智能体开发工具等生态资源，在家电、能源、石化、机械装备等9大行业落地45个高价值场景，形成了设备管理智能体、注塑工艺智能体等示范应 用。 卡奥斯COSMOPlat携手延长石油打造了能源化工大模型。在延长石油的丰富场景和数据资源基础上，借助卡奥斯COSMOPlat平台能力，该大模型构建出示 功图智能助手、醛分离塔工艺优化智能体等38个智能体，应用到油田开采、油气炼化、安全生产等场景，助力企业平均效率提升20%。 在滨州博兴县，平台打造博兴商用厨房产业大脑，聚焦"资源聚合、数字赋能、创新孵化"三大核心能力，推动产品高端协同化、 ...

CNH’s agriculture design excellence recognized with Case IH brand’s Red Dot Product Design win Basildon, June 18, 2025 CNH (NYSE: CNH) is proud to announce that the 2025 Red Dot Design Awards has recognized our Case IH brand’s Quadtrac 715 tractor in two categories. Red Dot is one of the world’s largest design competitions with over 18,000 entries from 70+ countries recorded for this edition. The Red Dot Label is internationally sought after as a mark of quality for good design. The Case IH Quadtrac 715 wa ...

Case IH Quadtrac 715 Case IH Quadtrac 715 Twin Red Dot Award Win Case IH Quadtrac 715 Case IH Quadtrac 715 twin Red Dot Award Win CNH’s agriculture design excellence recognized with Case IH brand’s Red Dot Product Design win Basildon, June 18, 2025 CNH (NYSE: CNH) is proud to announce that the 2025 Red Dot Design Awards has recognized our Case IH brand’s Quadtrac 715 tractor in two categories. Red Dot is one of the world’s largest design competitions with over 18,000 entries from 70+ countries reco ...

Financial Data and Key Metrics Changes - Jabil reported Q3 net revenue of $7.8 billion, a 16% increase year over year, exceeding guidance by $800 million [5][11] - Core operating income reached $420 million with core operating margins at 5.4%, a 20 basis point improvement year over year [6][11] - Core diluted earnings per share for Q3 was $2.55, up 35% compared to the same quarter last year [7][11] Performance by Business Segment - Regulated Industries segment revenue was $3.1 billion, flat year over year, reflecting softness in EV and renewable markets [7][8] - Intelligent Infrastructure segment revenue was $3.4 billion, up approximately 51% year on year, driven by AI-related cloud and data center infrastructure [8][9] - Connected Living and Digital Commerce segment revenue was $1.3 billion, down approximately 7% year over year, mainly due to softness in consumer-driven products [9][10] Market Data and Key Metrics Changes - Inventory days decreased to 74 days, with cash flow from operations at $406 million for Q3 [10][11] - The company expects Q4 revenue for Regulated Industries to be $2.9 billion, down 5% year on year, while Intelligent Infrastructure is projected to grow to $3.3 billion, up approximately 42% year over year [12][13] Company Strategy and Development Direction - Jabil is focusing on expanding its U.S. manufacturing footprint, particularly in AI and data center infrastructure, with a planned investment of $500 million over several years [19][20] - The company aims to enhance core margins and optimize cash flow while returning value to shareholders through share repurchases [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate geopolitical uncertainties and highlighted the strength of its diversified portfolio [15][24] - The outlook for fiscal year 2025 has been raised to approximately $29 billion in revenue, with expectations of generating over $1.2 billion in adjusted free cash flow [25][26] Other Important Information - Jabil's debt to core EBITDA ratio is approximately 1.4 times, indicating a healthy balance sheet [11] - The company repurchased $339 million of its shares in Q3 and is on track to complete a $1 billion share repurchase authorization [11][12] Q&A Session Summary Question: Growth expectations for AI-related revenues - Management confirmed AI-related revenue is projected to reach $8.5 billion for fiscal 2025, with strong growth anticipated in the segment [31][32] Question: Operating margin improvement - Management indicated that achieving operating margins above 6% would depend on better capacity utilization and growth in higher-margin businesses [36][39] Question: Risks associated with sales growth - Management noted that the majority of revenue growth was not due to pull-in buying related to tariff uncertainties, particularly in capital equipment and cloud data center infrastructure [41][42] Question: U.S. manufacturing expansion rationale - The new U.S. investment is aimed at diversifying the customer base and not solely for existing customers [44][45] Question: Trends in the transceiver business - Management reported strong growth in the transceiver business, with demand for advanced products like 1.6T expected to increase in the near future [72][73] Question: Future capital allocation strategy - Management emphasized a commitment to returning value to shareholders through buybacks while remaining open to strategic acquisitions [62][64]

Key Takeaways SLB launched Sequestri to offer end-to-end carbon storage solutions for industrial decarbonization. The suite integrates digital tools and hardware like CO2-resistant cement for reliable CCS performance. Sequestri supports the broader CCS vision of SLB, including its Saudi Arabia hub with Aramco and Linde.SLB (SLB) , an American oilfield services company, has rolled out a comprehensive suite of carbon storage solutions under its new Sequestri portfolio, reinforcing its push to accelerate ind ...

越来越多的微短剧演员，开始给传统影视人"打工"了。 6月10日，制作人、演员张萌的经纪公司耀客传媒官宣签约微短剧演员蔡欣洋。 此前，爆火的"微短剧一哥"姚冠宇已经签约唐人娱乐。 刘擎、滕泽文签了知名编剧于正的欢娱影视； 白妍签约了果然娱乐，系陈哲远经纪公司； 从目前DataEye短剧观察统计的微短剧演员签约情况来看，主要有四类： 王凯沐则在章子怡入股的飞宝影视效力...... 不只是传统影视人、经纪公司，不少传统做长剧的娱乐企业，也抢签微短剧演员。 今天我们聊聊，微短剧演员背后，都是哪些公司？ 一、微短剧演员签约情况观察 | | | | - 1 = 1 = 1, 1, " = " = " 1, | | --- | --- | --- | --- | | | 演员 | 经纪公司 | 公司特色 | | | 姜十七 | 听花岛 | | | | 王道铁 | 听花岛 | | | | 赵佳 | 听花岛 | 咪蒙旗下厂牌 | | 客 | | | 深耕短剧领域 | | રુવ | 曾辉 | 听花岛 | 爆款微短剧制作公司 | | 短 | 李柯以 | 听花岛 | | | | 邓灵枢 | 听花岛 | | | 刷 | 王培延 | ...

Chinese retail sales rose more than expected in the past month. A National Bureau of Statistics spokesperson attributed the spike to stimulus like the consumer goods trade-in program in the upcoming 618 shopping festival. But challenges to the Chinese economy including persistent inflation and trade uncertainty that yeah still persists with industrial growth slowing from April.for a read on what this means for international investors. I want to bring in Jay Peloski who is the TPW advisory founder. Good to h ...

Every time we're on the verge of victory, somebody in the military-industrial complex invents some escalation of something so that we can just go to war. The answer always seems to be let's go to war or let's support a war or let's enable a war. And the bull work to that has been the president.If we go to war, this totally screws everything up. You could see oil double double. What happens to the economy of the world of world GDP of everything of inflation if you have oil at 100 bucks a barrel 112 bucks a b ...

Key Takeaways CLS expects 2025 sales to rise 13.1% and EPS to grow 30.1% with strong demand for AI-driven data solutions. Flex sees 50% growth in cloud/data center power and anticipates continued strength into fiscal 2026. FLEX trades at a lower forward P/E of 14.49 versus CLS at 22.72, making it more attractive on valuation.Celestica Inc. (CLS) and Flex Ltd. (FLEX) are two leading players in the electronics manufacturing services (EMS) industry. Celestica is one of the largest EMS companies in the world, ...

Core Insights - Parsons Corporation has been awarded a $169.5 million contract by the U.S. Army Corps of Engineers for the design-build delivery of a new Ammonium Nitrate Solution Tank Farm at Holston Army Ammunition Plant, marking a significant new project for the company [1][2]. Company Overview - Parsons is recognized as a leading provider of disruptive technology in national security and global infrastructure, with expertise in various sectors including cyber and intelligence, space and missile defense, and critical infrastructure protection [5]. Contract Details - The contract will enable the Holston Army Ammunition Plant to enhance its storage capabilities for Ammonium Nitrate Solution, which is a byproduct of explosives manufacturing, and will replace existing storage tanks to support expanded manufacturing operations [2][3]. - This contract is part of a broader multi-year, multi-billion-dollar initiative by the U.S. Army to modernize its organic industrial base, which includes upgrades to facilities and workforce capabilities [3]. Historical Context - This award represents Parsons' third contract from the USACE Norfolk District in four years, following previous contracts for an Explosive Decomposition Chamber facility in 2023 and a design-build contract for an Energetic Waste Incinerator in 2021 [3].