_ 136 _ 10 ___ 24Q4 行业月报 ·公用事业行业 2 行业月报 · 公用事业行业 可证券|CGS 一、行业要闻 1. 河南电力现货市场完成短周期结算试运行 6月 27日,河南电力现货市场完成短周期结算试运行,共计 112台煤电机组、390 座新能源场 站、127 家售电公司、12 座独立储能电站参与交易。这标志着河南电力市场化改革迈出关键一步。 中国银河证券|CGS 目录 Catalog | 一、 行业要闻 | | --- | | 二、 行业数据 … | | (一) 碳交易市场情况 | | (二） 电力行业相关数据………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 7 | | 三、 太阳能单月装机创新高，火电发电量由降转增 | | 四、 开展新型电力系统建设试点，助力新能源消纳……………………………………………………………………………………………………………………………11 | | 五、 环保 ...

Core Insights - Navitas Semiconductor (NVTS) is a significant player in the next generation of power semiconductors, particularly in GaN technologies, which are driving innovation and growth in the semiconductor market [1][2] - The GaN semiconductor device market is projected to grow at a compound annual growth rate of 6.1% from 2023 to 2028, attracting investments from major tech firms like NVIDIA and Tesla [1] - Navitas' GaN business revenues increased over 50% year-over-year in 2024, indicating strong momentum across various high-growth markets [3][8] Company Performance - Navitas has achieved over 180 GaN charger design wins in 2024 and supplies all top 10 global smartphone manufacturers, showcasing its strong position in the Mobile & Consumer segment [3][8] - The company is expanding into emerging markets through strategic partnerships, such as with Transsion in Africa and Jio in India [3] - In the Electric Vehicle sector, Navitas secured its first design win with Changan Auto for an onboard charger, featuring 6kW/L power density and 96% efficiency [4] Product Development - Navitas is set to launch new 80 - 120V GaN devices in 2025, targeting the 48V DC-DC converter market [4] - The company introduced bidirectional GaN ICs for solar applications, with the first use case expected in solar microinverters by late 2025 [4] Competitive Landscape - Power Integrations' GaN business is also experiencing growth, contributing to a 15% year-over-year revenue increase in Q1 2025, with a focus on high-voltage applications [5] - STMicroelectronics is expanding its GaN technology through a partnership with Innoscience to accelerate development and manufacturing [6] Stock Performance - Year-to-date, Navitas' stock has surged 79.3%, outperforming the industry and S&P 500 growth rates of 13.4% and 5.4%, respectively [7] - The stock trades at a forward 12-month price-to-sales (P/S) ratio of 15.0X, significantly higher than the industry average of 7.5X [9] Financial Estimates - The Zacks Consensus Estimate for NVTS' loss per share has decreased over the past 60 days, indicating a potential shift in financial outlook [10]

美团方面表示，接下来将携手餐饮商户重点探索可追溯供应链、全透明运营，并建设"食安大数据"。入 驻商家不管是自供原材料，还是从美团全品类餐饮供应链平台快驴进货，都会加入到供应链全链管理及 追溯体系；日常运营中，商家需要通过食安日记、明厨亮灶直播、餐食封签技术等，提高外卖食品的可 追溯性和透明度；美团将从多个维度为商家生成"食品安全指数"，共同将该指数纳入店面的运营考核标 准中，用数据帮助商家改善运营细节，共享经验。 此前，美团表示未来3年将向餐饮行业整体投入1000亿元，包括投入更多硬件补贴和流量扶持，对线上 接入透明厨房、阳光厨房的商家进行支持等，今年内预计将在全国范围内拓展至20万家门店开通"明厨 亮灶"直播。 编辑 唐峥 校对 穆祥桐 在亮马河附近的"浣熊厨房"示范区的鲜芋仙店铺里，店员制作甜品期间，熬煮、配料、制作、打包全过 程画面都被智能摄像头记录，并实时上传在现场的明厨亮灶大屏幕上，同一时刻，用户在手机上也能看 到每个细节；在东直门"浣熊食堂"，德克士店长在午高峰后完成了一次清洁，现场图片和动作也被记录 在"食安日记"，上传到美团外卖App，后台也会显示1小时内点击查阅的用户数。 截至6月30日，" ...

转自：北京日报客户端 林俊杰鸟巢演唱会现场 演唱会的影响力早已溢出场馆，深度激活周边乃至城市重点商圈的商业活力。每逢大型演唱会举办，鸟 巢附近的新奥购物中心、华熙LIVE·五棵松旁边的下沉广场上人流如织，各类饭店、奶茶店、咖啡店， 以及提供美妆、编发等造型服务的店铺都吸引大量歌迷排队。周边商铺纷纷"花式营业"，主动播放当天 演出歌手的热门歌曲，店员也会热情地和歌迷打招呼，"歌迷们喜欢互动，进门就说'欢迎来看演唱 会'，帮他们拍照打卡，他们会更高兴。"华熙LIVE·五棵松附近一家烧烤店员工说。 "我总是心太软""我等的船还不来，我等的人还不明白"，7月4日晚，任贤齐"齐迹"演唱会在北京的首场 演出在首都体育馆落下帷幕，歌迷们哼着熟悉的旋律从体育馆走出，兴奋劲儿久久不散。"我们去吃个 夜宵吧，魏公村那儿好多好吃的。"一位年轻的观众向同伴提议。夜色中，近万人向城市的各个方向散 去，一场演唱会的尾声，恰恰成为演艺经济拉动夜间消费狂欢的序曲。 今夏的北京是全国歌迷心驰神往的音乐热土。六月下旬以来，明星演唱会连番登场，仅6月28日一天， 北京就有6大体育场馆同步举办大型演唱会，单日吸引观众超10万人次。七月以来，歌手更是 ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks St ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed alo ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed ...

瑞财经 王敏 7月4日，华福证券有限责任公司（以下简称"华福证券"）发布关于选举董事长暨变更法定 代表人的公告。 据悉，7月3日，华福证券召开集团干部大会，宣布福建省委关于华福证券主要领导任职的决定。经省委 研究决定，黄德良担任华福证券党委书记。 同日，华福证券召开第六届董事会第四十五次会议。会议选举黄德良为公司董事长，并履行法定代表人 职责，任期至新一届董事会选举产生之日止。 据悉，黄得良2014年至今任华福证券党委副书记、总裁，任期达11年，在银行、信托、证券等多元金融 领域深耕近30年。 截至2024年末，公司管理的客户总资产近8000亿元；公司总资产突破900亿元，同比增长38%。 黄德良，1973年4月出生，硕士学位，会计师。1996年参加工作，历任兴业银行股份有限公司重庆分行 行长助理、重庆分行党委委员，兴业国际信托有限公司党委委员、副总裁，华福证券有限责任公司党委 副书记、董事、总裁。现任华福证券有限责任公司党委书记、董事长兼总裁。 在6月初，华福证券宣布，因工作原因，苏军良正式向公司提交了书面辞职报告，申请辞去公司董事长 等职务；同时间段，兴业证券已召开干部大会，会上正式宣布了苏军良接任兴业证 ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote about e.l.f. Beauty ( ELF ) , I reiterated my “hold” rating, as I believed that the management had a lot of moving parts to navigate through in the shortAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to inves ...

Key Takeaways NVO is investing in rare disease treatments to diversify beyond its GLP-1-based therapies. Recent EU approval of Alhemo and late-stage Mim8 study results reflect NVO's hemophilia pipeline progress. NVO also plans 2025 filings for semaglutide in MASH, aiming to expand its metabolic disease footprint.Novo Nordisk (NVO) has experienced remarkable growth in recent years, largely fueled by the commercial success of its blockbuster semaglutide (GLP-1 RA)-based therapies, Wegovy for obesity and Oze ...