Shares of Gencor Industries, Inc. (GENC) have lost 0.8% since the company reported its earnings for the quarter ended Sept. 30, 2024. This compares to the S&P 500 Index’s 1.5% gain over the same time frame. Over the past month, the stock gained 2.9% compared with the S&P 500’s 4.4% rise.GENC’s Revenue and Earnings PerformanceGencor’s net revenues for the fourth quarter of fiscal 2024 came in at $20.92 million, essentially flat compared to $20.87 million in the year-ago period. In the fourth quarter of fisca ...

证券代码：600039 证券简称：四川路桥 公告编号：2025-073 四川路桥建设集团股份有限公司 四川路桥建设集团股份有限公司（以下简称公司或本公司）于2022年9月28 日，以现场结合通讯方式召开第八届董事会第七次会议，审议通过了《关于放弃 控股并参股投资G85G76重庆（川渝界）至成都高速公路扩容项目、遂宁至重庆高 速公路（四川境）扩容项目、大竹至垫江（四川境）高速公路项目的议案》，公 司下属子公司四川公路桥梁建设集团有限公司（以下简称路桥集团）与本公司控 股股东蜀道投资集团有限责任公司（以下简称蜀道集团）下属子公司四川高速公 路建设开发集团有限公司、四川省交通建设集团股份有限公司（现更名为四川省 交通建设集团有限责任公司，并为公司全资子公司）以及蜀道集团外部其他数家 单位共同组建联合体，参与投资G85G76重庆（川渝界）至成都高速公路扩容项目、 遂宁至重庆高速公路（四川境）扩容项目、大竹至垫江（四川境）高速公路项目。 该项目总投资估算金额约为673.44亿元，项目自筹资本金比例不低于20%，即约为 号为2022-136、2022-170的《四川路桥关于参股投资G85G76重庆（川渝界）至成 都高速公 ...

中国物流与采购联合会今天(2日)公布6月份中国物流业景气指数。6月份中国物流业景气指数为50.8%， 较上月上升0.2个百分点。从投资情况来看，6月份物流基础设施投资保持平稳增长，固定资产投资完成 额指数继续回升，业务活动预期位于较高景气区间。6月份，固定资产投资完成额指数为54.5%，环比 回升0.3个百分点。2月份以来，固定资产投资完成额指数保持逐月回升态势。除仓储业外，其他行业均 保持回升态势，交通物流枢纽重点项目建设有序推进，水上运输、航空运输和邮政快递业固定资产投资 完成额指数分别回升0.5、0.4和0.3个百分点。从后期走势看，业务活动预期指数连续4个月在55%以上 较高景气区间，铁路运输、航空运输和邮政快递业务活动预期指数分别达到55.3%、58.7%和57.4%。 (央视新闻) ...

关于经济增长是投资拉动还是消费拉动，观察者网曾发布过多位作者包括罗思义、朱天等人的文章，对 主流看法提出争鸣。本文是余永定近日在人大宏观论坛发言基础上补充扩展而成，文中对"消费拉动增 长"这种似是而非的流行说法进行了澄清。 作者认为，从长期经济增长而言，根本不存在"消费拉动"这样一种增长模式，而且从中美消费结构比较 看，"中国消费率过低"的结论也很成问题；由"老百姓不消费"追溯到的原因"中国居民可支配收入占 GDP比例过低"，也证据不足。从今年实现5%左右增长的短期目标看，提高消费是必要的，但是目前的 促消费政策效果有多大，还需要进一步研究。 作者认为，为了避免"要增加收入就要增加消费，为了增加消费就要增加收入"的循环论证，就必须找到 一个"第一推动力"，而这个推动力只能是由政府提供融资的基础设施投资。鉴于2025年中国面对的严峻 外部挑战，作者建议在"十五五规划"期间，政府可以安排一些同当年执行四万亿刺激计划时期类似的大 项目。 一、"消费驱动"的增长方式并不存在 关于"消费驱动"这一说法，谈论最多的是美国经济学家，例如克鲁格曼和萨默斯。克鲁格曼声称，中国 长期以来"投资驱动"的增长方式使中国经济濒临金融危 ...

2025年上半年，我国扩内需政策全面加码，成为推动经济稳健前行的关键动力。消费品以旧换新政策效 果持续显现，服务消费需求显著增长，新型消费不断涌现；随着地方政府专项债券和超长期特别国债加 快发行使用，"两重"建设加快推进，基础设施投资平稳增长。 ...

分析师：加拿大需要重新考虑贸易基础设施以实现多元化 金十数据6月25日讯，加拿大丰业银行的分析显示，将加拿大的贸易方向从孤立主义的美国转向其他市 场，意味着要为这个目前围绕南北走廊运输货物的国家投资海运和空运基础设施。高级政策顾问John McNally估计，当前贸易中每有10%从美国转移，从港口和机场出口的货物份额就会增加5%和3%，而 通过公路、铁路和管道跨越边境的商品份额将下降8%。然而，目前的联邦支出预测显示，在未来50 年，公路和铁路将占基础设施资本支出的80%以上。McNally说，解决这个问题需要私营和公共部门推 动投资，推进放松管制，克服效率低下的问题。 ...

裕同科技：子公司拟出资不超过1200万美元参投光伏、风电等新能源基础设施基金 智通财经6月24日电，裕同科技(002831.SZ)公告称，公司全资子公司香港裕同拟参与投资China Renewable Power Infrastructure LPF基金，认购金额不超过1200万美元。该基金主要投资于光伏、风电等 新能源基础设施及配套储能项目，目标规模不超过6.5亿美元。 ...

Financial Data and Key Metrics Changes - CMC reported net earnings of $83.1 million or $0.73 per diluted share on net sales of $2 billion, with adjusted earnings of $84.4 million or $0.74 per diluted share, reflecting a decline from the prior year period [7][29] - Consolidated core EBITDA was $204.1 million with a core EBITDA margin of 10.1%, down from 12.3% in the prior year period [30] - North American Steel Group adjusted EBITDA decreased 24% year-over-year to $186 million, with an adjusted EBITDA margin of 11.9% compared to 14.7% in the previous year [30][31] Business Line Data and Key Metrics Changes - North American Steel Group experienced lower margins over scrap, impacting profitability, while Emerging Business Group's net sales increased by 4.7% year-over-year to $197.5 million, with adjusted EBITDA up 7% [30][34] - Europe Steel Group reported adjusted EBITDA of $3.6 million, a significant improvement from a loss of $4.2 million in the prior year, driven by increased shipment volumes and cost management efforts [35][36] Market Data and Key Metrics Changes - Finished steel shipments in North America increased by 3.2% year-over-year, with daily rebar shipments growing approximately 1.3% [33] - The construction and industrial activity remained resilient, with strong demand signals in both non-residential and infrastructure markets, despite economic uncertainties [9][10] Company Strategy and Development Direction - CMC is executing a strategy aimed at enhancing financial profiles and achieving higher, more stable margins and cash flows through operational excellence and strategic growth initiatives [6][22] - The company is focused on value-accretive organic growth, particularly through its micro mill projects, which are expected to contribute significantly to EBITDA [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term outlook, citing strong structural drivers for construction activity, including infrastructure investment and reshoring trends [11][12] - The company anticipates improved financial results in the fourth quarter, driven by seasonal trends and higher steel product margins [41][42] Other Important Information - CMC's cash and cash equivalents totaled $893 million, with total liquidity exceeding $1.7 billion, providing flexibility for strategic growth and shareholder returns [37][38] - The company expects to invest between $425 million and $475 million in capital expenditures for fiscal 2025, down from previous guidance due to project delays [39][40] Q&A Session Summary Question: Steel products volumes in North America - Management acknowledged that steel product volumes were up only 7% sequentially due to outages and challenges in production, but expects a strong fourth quarter with volumes following normal seasonal trends [45][46][48] Question: U.S. rebar pricing - Management noted that while they do not discuss prices directly, they are focused on creating value over volume and will continue to monitor pricing dynamics [51][52][54] Question: Update on Arizona two utilization rate - Management reported good progress with Arizona two, expecting to exit the year at around 70% to 75% utilization and anticipates profitability in the fourth quarter [58][61] Question: West Virginia project delays - Management clarified that delays were due to tax credit compliance and weather issues, not market conditions, and expressed optimism about future demand [64][70] Question: Inorganic growth opportunities - Management indicated a good pipeline for potential acquisitions, emphasizing discipline in evaluating opportunities and the importance of achieving synergies to enhance value [75][79]

香港特区政府财政司司长陈茂波明日(23日)将启程前往天津和北京访问。据悉，6月23日至25日访问天 津期间，陈茂波会带领香港创科界代表团出席世界经济论坛2025年新领军者年会。此外，陈茂波也会与 相关中央部委、天津市领导和其他地方的政商代表会面，介绍香港的最新发展情况和新优势、新机遇。 6月25日至26日访问北京期间，陈茂波将出席亚洲基础设施投资银行(亚投行)第十届理事会年会，并与 亚投行的其他理事会面。陈茂波也会拜会相关的中央部委。(人民财讯) ...

金十数据6月16日讯，5月份第一产业投资3847亿元，同比增长8.4%；第二产业投资67996亿元，增长 11.4%；第三产业投资120104亿元，下降0.4%。工业投资同比增长11.6%。其中，采矿业投资增长 5.8%，制造业投资增长8.5%，电力、热力、燃气及水生产和供应业投资增长25.4%。基础设施投资（不 含电力、热力、燃气及水生产和供应业）同比增长5.6%。其中，水上运输业投资增长27.2%，水利管理 业投资增长26.6%，航空运输业投资增长4.7%。 国家统计局：5月工业投资同比增长11.6%，制造业投资增长8.5% ...