证券代码：688026 证券简称：洁特生物 公告编号：2025-043 转债代码：118010 转债简称：洁特转债 广州洁特生物过滤股份有限公司 关于 2024 年年度报告的信息披露监管问询函的回复公告 公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 广州洁特生物过滤股份有限公司（以下简称"公司"）于近日收到上海证券交 易所科创板公司管理部出具的《关于广州洁特生物过滤股份有限公司的定期报 告信息披露监管问询函》（上证科创公函【2025】0242 号），公司收到回函后 高度重视，及时组织相关部门和中介机构就有关问题进行了认真分析与核查， 现就相关问题具体恢复如下： 在本问询函相关问题的回复中，合计数与各分项数值相加之和可能存在尾数 差异，均为四舍五入所致。如无特别说明，本回复中使用的简称或名词释义与 《广州洁特生物过滤股份有限公司 2024 年年度报告》一致。 鉴于公司回复内容中披露的部分信息涉及敏感信息，因此公司针对该部分内 容进行豁免披露。 问题一、关于营业收入。 年报显示，2024 年公司实现营业收入 5.59 亿元，其 ...

4月以来，A股保险股涨幅明显，新华保险（601336）接近历史高点，中国人保（601319）创6年多新 高。而在H股市场，新华保险、中国人保(即中国人民保险集团)过去一年涨幅达2倍左右，均已创下历史 新高。昨日(4日)，A股保险板块整体上涨0.74%，盘中涨幅超1%，再次吸引市场目光。有投资者称保险 股"走出了牛市的节奏"。 受访的分析人士认为，支撑保险股上涨的有资金面逻辑，也有基本面逻辑。 资金面上，一位新财富最佳分析师向证券时报记者分析，保险股近期上涨主要是受益于市场资金配置行 为。因容易跑赢指数、弹性较高，保险股成为主动权益基金增加配置的对象。"在目前低利率、低信用 利差的环境下，各类机构都会去配置权益，这其实是权益风险偏好的扩张。" 相关数据显示，机构投资者此前对保险板块的配置低于指数权重。以公募基金为例，其对金融各板块的 配置比例普遍低于指数。在中长期资金入市背景下，预计保险公司将提升权益配置比例，更加具备"牛 市第二旗手"的特征。 基本面上，保险股则有边际利好和中长期向好因素。 从外部因素看，随着宏观经济、资本市场景气度提高，保险公司业绩将受益。东吴非银团队研报认为， 保险业经营具有显著顺周期特性 ...

Core Insights - Fastly's Security segment is becoming a significant contributor to its edge platform strategy, with Q1 2025 revenues of $26.4 million, reflecting a 7% year-over-year increase and accounting for 18% of total revenues [1][10] Group 1: Security Segment Performance - The Security portfolio is designed for low-latency, automated protection across web and API environments, including solutions like Client-Side Protection, API shielding, DDoS detection, and bot mitigation [2] - Ongoing product additions and upgrades are driving momentum in the Security portfolio, with features like Client-Side Protection for unauthorized activity detection and Attack Insights for real-time DDoS traffic visibility [3][4] Group 2: Competitive Landscape - Fastly's Security stack faces competition from Fortinet and Cloudflare, both enhancing their solutions for secure digital infrastructure [5] - Fortinet is gaining traction with advanced capabilities in bot protection and API security, making it a strong competitor in Fastly's core markets [6] - Cloudflare is expanding its security platform with advanced DDoS protection and bot management, positioning it as a direct competitor to Fastly [7] Group 3: Financial Performance and Valuation - Fastly's shares have declined 25.5% year-to-date, contrasting with a 7% increase in the broader Zacks Computer & Technology sector and a 14.4% appreciation in the Zacks Internet Software industry [8] - Fastly's forward 12-month price-to-sales ratio is 1.63X, significantly lower than the industry's 5.74X, indicating a potential undervaluation [11] - The Zacks Consensus Estimate for Fastly's second-quarter loss is 5 cents per share, reflecting a 28.57% improvement year-over-year, while the 2025 loss estimate is 9 cents per share, indicating a 25% year-over-year improvement [14]

智利南部麦哲伦大区附近海域4日发生6级地震。目前尚无人员伤亡和财产损失报告。据智利大学全国地 震中心消息，地震发生于当地时间4日11时47分（北京时间4日23时47分），震中位于麦哲伦大区威廉斯 港以南258公里处，震源深度10公里。智利海军水文和海洋局海啸预警部门说，此次地震不会引发海 啸。智利地处环太平洋地震带，地震发生比较频繁。（新华社） ...

诸多因素中，二级市场估值修复与退出预期改善是募资、投资回暖的核心逻辑。当前行业对多元化退出 机制的共识不断深化，创投机构普遍将提升DPI(已分配资本/实缴资本)作为核心目标，通过优化退出策 略为出资人创造回报，因此对项目的退出诉求尤为强烈。 不过，市场全面回暖仍需突破多重关卡，比如，市场化资金投资情绪有待进一步激活，长线资金入市规 模需持续扩大，IPO退出通道有待进一步畅通。唯有实现"募投管退"全链条良性循环，机构投资者才能 真正释放投资动能，加大对硬科技领域的布局力度。未来，随着政策红利持续释放叠加市场机制自我修 复，创投行业将向更具韧性、更富效率的发展新阶段迈进。 随着上半年创投市场关键数据陆续发布，行业人士对市场回暖的认知已从主观感受转向客观数据支撑。 执中最新报告显示，上半年机构LP(出资人)出资规模同比激增50%，投融资规模降幅显著收窄，IPO退 出项目数量增幅超20%。多项核心指标集体反弹，标志着创投市场走向复苏周期。 政策"组合拳"持续发力成为市场修复的核心动能。从2024年新"国九条""创投十七条"到2025年初国办1 号文，再到5月七部门提出设立"国家创业投资引导基金"，一系列政策"组合拳" ...

Group 1: Company Overview - Oklo Inc. is engaging with companies operating large data centers, which require significant energy for their operations [1][3] - The Aurora powerhouse, currently under development, aims to provide clean and reliable energy to these data centers if successfully commercialized [1][7] Group 2: Business Model and Strategy - Oklo's power-as-a-service model involves delivering electricity directly to data centers under long-term contracts, which is central to its strategy but not yet implemented [2][7] - The company is open to customer investments in its projects, which may include upfront payments or partnerships in energy systems to fund the construction of its power plant [2] Group 3: Market Demand and Customer Pipeline - Oklo is working with customers to identify optimal locations for future reactors, positioning itself to meet the growing demand for clean energy from data centers [3] - The customer pipeline for Oklo includes over 14 gigawatts of potential power capacity, indicating strong interest, though these are not binding contracts [3][7] Group 4: Industry Context - Talen Energy Corporation has partnered with Amazon Web Services to supply electricity directly to AWS data centers, generating revenue from its nuclear plant site [4] - Constellation Energy Corporation is expanding its nuclear offerings to meet the increasing power demand from AI and cloud computing, positioning its nuclear fleet as a stable solution for hyperscale data centers [5] Group 5: Financial Performance - Oklo's shares have increased by 551.2% over the past year, significantly outperforming the industry average gain of 54.1% [6] - The company currently trades at a price-to-book value of 27.76X, which is above the broader industry average of 5.57X [9]

Core Insights - Reddit Inc. is positioned to potentially continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates by an average of 297.00% in the last two quarters [1][2]. Earnings Performance - For the last reported quarter, Reddit Inc. achieved earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, resulting in a surprise of 550.00% [2]. - In the previous quarter, the company was expected to report earnings of $0.25 per share but delivered $0.36 per share, yielding a surprise of 44.00% [2]. Earnings Estimates and Predictions - Recent estimates for Reddit Inc. have been trending upward, with a positive Earnings ESP of +35.71%, indicating increased analyst optimism regarding the company's earnings prospects [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate [7]. - A negative Earnings ESP does not necessarily indicate an earnings miss but can reduce the predictive power of the metric [9].

Core Insights - United Airlines (UAL) is well-positioned to continue its earnings-beat streak, particularly given its recent performance in the Zacks Transportation - Airline industry [1] - The airline has consistently exceeded earnings estimates, with an average surprise of 14.82% over the last two quarters [1] Earnings Performance - In the last reported quarter, United Airlines achieved earnings of $0.91 per share, surpassing the Zacks Consensus Estimate of $0.75 per share, resulting in a surprise of 21.33% [2] - For the previous quarter, the company reported earnings of $3.26 per share against an expected $3.01 per share, delivering a surprise of 8.31% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for United Airlines, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] Earnings ESP Metrics - United Airlines currently has an Earnings ESP of +2.16%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8] - The combination of a positive Earnings ESP and a Zacks Rank 3 indicates a potential for another earnings beat in the upcoming report, expected on July 16, 2025 [8]

Core Viewpoint - Capital One (COF) is positioned to potentially continue its earnings-beat streak, having a history of surpassing earnings estimates, particularly in the last two quarters with an average surprise of 13.55% [1][4]. Earnings Performance - For the most recent quarter, Capital One reported earnings of $3.66 per share against an expectation of $4.06, resulting in a surprise of 10.93%. In the previous quarter, the company reported $3.09 per share compared to a consensus estimate of $2.66, achieving a surprise of 16.17% [2]. Earnings Estimates and Predictions - Recent estimates for Capital One have been increasing, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat. The current Earnings ESP stands at +2.02%, reflecting analysts' growing optimism about the company's near-term earnings potential [4][7]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time, suggesting a high probability of beating consensus estimates [5]. Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate being more reflective of recent analyst revisions. This metric is crucial for predicting earnings outcomes [6]. Upcoming Earnings Report - Capital One's next earnings report is anticipated to be released on July 22, 2025, and the combination of a positive Earnings ESP and a Zacks Rank 3 indicates the potential for another earnings beat [7].

Core Viewpoint - First Bancorp (FBP) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a solid history of exceeding expectations [1]. Earnings Performance - First Bancorp has a track record of surpassing earnings estimates, with an average surprise of 10.75% over the last two quarters [2]. - In the most recent quarter, the company reported earnings of $0.43 per share against an expectation of $0.47, resulting in a surprise of 9.30%. In the previous quarter, it reported $0.46 per share compared to a consensus estimate of $0.41, achieving a surprise of 12.20% [3]. Earnings Estimates and Predictions - Recent estimates for First Bancorp have been trending upward, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6]. - The current Earnings ESP for First Bancorp is +3.60%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [9]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests that First Bancorp has a high probability of beating consensus estimates, with historical data indicating that nearly 70% of stocks with this combination achieve positive surprises [7][9].