晶方科技（603005）(603005.SH)发布2025年年度报告，报告期内，公司实现营业收入14.74亿元，同比 增长30.44%。实现归属于上市公司股东的净利润3.7亿元，同比增长46.23%。实现归属于上市公司股东 的扣除非经常性损益的净利润3.28亿元，同比增长51.60%。基本每股收益为0.57元。拟向全体股东每10 股派发现金红利人民币1.20元(含税)。 2025年在数据、算力、存储、智能传感等市场需求驱动下，全球半导体产业规模恢复增长，作为半导体 行业的重要组成部分，以图像传感器(CIS)为代表的智能传感器市场，整体市场也保持增长势头。在此 背景下，公司2025年通过技术持续创新、不断拓展新的应用市场，整体业务恢复快速增长趋势，尤其是 随着汽车智能化的快速推进，公司在车用CIS领域的技术领先优势不断提升、业务规模快速增长，带动 公司业务规模与盈利能力实现快速增长。 ...

横店影视（603103）(603103.SH)披露2025年年度报告，公司营业收入22.98亿元，同比增长16.55%;归属 于上市公司股东的净利润1.59亿元;归属于上市公司股东的扣除非经常性损益的净利润8472.12万元。基 本每股收益0.25元。公司拟每股派发现金红利0.14元(含税)。归属于上市公司股东的净利润变动原因旨 在电影放映及相关衍生业务利润上升所致。 ...

Ryan Greenawalt: Thank you, Jason, and good afternoon, everyone. We appreciate you joining us to review Alta Equipment Group Inc.'s fourth quarter and full year 2025 results. I will begin with an overview of our performance, highlight trends across our business segments, and outline how we are positioning Alta for long-term value creation as we look toward 2026 and beyond. We finished the year on a solid note. After operating through nearly two years of elevated inventories, tariff-driven cost pressures, an ...

Core Insights - The acquisition of Veloce Media Group for $61 million is expected to significantly enhance SEGG Media's revenue, with projections of over $20 million in revenue for 2026 [1][2][8] Revenue Expansion - The acquisition materially expands SEGG Media's top line and strengthens its international presence, transitioning into a global sports and digital media platform [2][12] - Veloce operates a diversified revenue model across five core verticals, reducing dependency on single revenue streams and creating cross-selling opportunities [3][8] Digital Media Network - Veloce's media network includes over 45 racing and gaming channels globally, generating $620,000 in revenue since the launch of its creator agency division in 2025 [4][10] - The creator agency has established partnerships with major brands such as Audi, Ferrari, and Mercedes-Benz, enhancing direct-to-consumer engagement [4][10] Quadrant Growth - Quadrant, acquired in July 2025, is a key growth driver, leveraging commercial assets and a creator network to deliver sponsorship-driven and consumer-driven revenue streams [5][12] Esports and Sustainable Motorsport - Veloce maintains a leadership position in esports and sim racing, generating $3.36 million in revenue from fee-for-service and sponsorship in 2025 [6][10] - The company has also established credentials in sustainable motorsport, with confirmed participation in the FIA Hydrogen World Cup in 2026 [7][10] Strategic Impact - The acquisition enhances SEGG Media's consolidated revenue base and supports its strategic objective of building a scalable, cash-generative international sports and digital media platform [12][17] - Management's focus for 2026 includes integrating Veloce into SEGG Media's broader ecosystem and driving margin expansion through operational integration [13][17]

Core Insights - SEGG Media has acquired a controlling interest in Veloce Media Group for $61 million, significantly enhancing its revenue streams and international presence [1][2] - The acquisition is expected to generate over $20 million in revenue for SEGG Media in 2026, driven by Veloce and its subsidiary Quadrant [2][10] Revenue Model - Veloce operates a multi-pillar revenue model across five core verticals, reducing dependency on single revenue streams and creating cross-selling opportunities [3] - In 2025, Veloce's media network generated $2.17 million in digital advertising revenue and hundreds of millions of views across its channels [4] - The creator agency division has generated $620,000 in revenue since its inception, with partnerships with major brands like Audi and Ferrari [4] Quadrant Expansion - Quadrant, acquired in July 2025, is a key growth driver, combining athlete-led brand equity and digital engagement to create diverse revenue streams [5] Leadership in Esports and Sustainable Motorsport - Veloce holds a leadership position in esports and sim racing, providing services for Formula 1 teams and operating its own professional esports events [6] - The company has established credentials in sustainable motorsport, previously operating a championship-leading Extreme E team and entering the FIA Hydrogen World Cup in 2026 [9] Financial Performance - In the second half of 2025, Veloce achieved 1 billion brand impressions and generated $2.45 million in partnership and digital revenue [7] - The company also generated $3.36 million in fee-for-service and sponsorship revenue from its development academy in 2025 [8] Strategic Impact - The acquisition of Veloce enhances SEGG Media's consolidated revenue base and supports its goal of building a scalable international sports and digital media platform [13] - Management's priorities for 2026 include expanding international sponsorship partnerships and integrating Veloce into SEGG Media's ecosystem [14][17]

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·英国国债价格上扬因市场预期政府将减少债券发售规模 ·美国房贷利率下跌尚不足以实质性激活住房需求 ·日本东京核心通胀跌破2%大关 ·得益于芯片需求激增韩国出口料连续第九个月增长 ·美国政策不确定性或拖累新加坡贸易表现 ·英国国债收益率下降，原因是市场预期英国预算责任办公室下周二将宣布本财政年度债券供应量将减 少，并且在2027年财政年度还会进一步削减供应量。XTB分析师凯瑟琳·布鲁克斯表示："有传言称预算 责任办公室将下调今年债券的发售预期，因为今年年初税收收入颇丰。" ·日本内政部数据显示，2月，东京扣除生鲜食品后的消费者价格同比上涨1.8%。这一数据略高于经济学 家1.7%的预测中值。随着政府降低公用事业账单措施的影响开始显现，以及食品成本增长放缓，日本 的物价涨幅已进入降温阶段。 ·路透调查显示，随着全球人工智能投资热潮推动芯片销售大幅增长，韩国2月出口可能连续第九个月实 现增长。九位分析师的预测中值显示，韩国2月出口预计较上年同期增长24.0%。经济学家指出，芯片 价格的上涨速度超出预期，而库存仍然较低，他们预计半导体出口将保持强劲势头。首尔Meritz证券分 析师Stephen Lee表示："上半年 ...

Core Insights - TeraWulf (WULF) reported a significant miss on Q4 earnings and revenue, with a loss of $0.28 per share and revenue of $35.84 million, which was 17% below expectations [1] - Despite the revenue miss, the company saw a 35% sequential increase in HPC lease revenue, reaching $9.70 million, indicating a strategic pivot towards high-performance computing [1] - TeraWulf secured $12.8 billion in contracted long-term revenue across 522 MW of HPC capacity, backed by Google credit, showcasing strong future revenue potential [1] Financial Performance - Q4 revenue was $35.84 million, a 2.3% year-over-year increase but a 17.71% miss on expectations [1] - The reported net loss for the quarter was $661.42 million, primarily due to a $429.79 million non-cash charge related to changes in fair value of warrants and derivatives [1] - Full-year 2025 revenue reached $168.46 million, reflecting a 20% year-over-year growth [1] Strategic Outlook - CEO Paul Prager emphasized the company's aggressive growth strategy, entering 2026 with 522 MW of contracted HPC capacity and a multi-regional platform designed for long-term expansion [1] - Key capacity delivery milestones are scheduled throughout 2026, with significant revenue contributions expected from design optimizations on upcoming projects [1] - All 12 analysts covering TeraWulf maintain a buy rating, with a consensus price target of $23.56, indicating strong market confidence despite recent performance [1]

2.2月26日，芝加哥期货交易所（CBOT）大豆期价收盘下跌，其中基准期约收低0.20%，主要因为大豆 出口销售疲软以及多头获利平仓。截至收盘，大豆期价下跌0.25～2.00美分不等，其中3月期价下跌0.50 美分，报收1147.75美分/蒲；5月期价下跌1.50美分，报收1163.50美分/蒲。 （来源：国家粮食和物资储备数据中心） 3.美国农业部周度出口销售报告显示，截至2月19日，2025/26年度（9月/8月）美国大豆销售总量3565万 吨，比去年同期的4389万吨减少18.8%；其中对华销售1066.4万吨，比去年同期的2095.0万吨减少 49.1%，其中616.1万吨已经装运。 4．阿根廷农业部表示，2026年第七周阿根廷农户新季大豆销售步伐加快。截至2月18日，阿根廷农户预 售2025/26年度大豆535万吨，比一周前增加17万吨，去年同期524万吨；销售2024/25年度大豆4380万 吨，比一周前增加16万吨，去年同期3855万吨。 5.2月26日，芝加哥期货交易所（CBOT）豆油期价收盘上涨，其中基准期约收高1.8%，因为美国环境保 护署（EPA）计划将此前小型炼油厂豁免的一半生物燃料义 ...

In the coming months, State Farm auto customers may receive a refund through a $5 billion dividend the insurance company is paying out. State Farm Mutual Automobile Insurance Company announced on Feb. 26 that it will be paying $5 billion back to customers through a dividend, starting this summer. Policyholder dividends are returns of policyholder premiums, or payments, according to the International Risk Management Institute. These dividends are a result from income in excess of losses and expenses. Stat ...