光伏ETF基金(159863)，场外联接A：021084；联接C：021085；联接I：022862。 开源证券认为，光伏内卷根源在于供需错配、市场失灵和政府干预。破局光伏内卷需三方协同。政府部 门持续扩大需求，做大蛋糕；加强依法整治，重拳出击；强化标准引领，助力升级。中国光伏行业协会 引导企业签署自愿控产自律公约，发挥行业自律机制，规范企业行为、维护市场秩序、促进行业健康可 持续发展。同时需要企业自律。具有超额受益或替代逻辑阿尔法的标的有望在行业贝塔修复时具备更高 弹性。 光伏ETF基金紧密跟踪中证光伏产业指数，中证光伏产业指数从主营业务涉及光伏产业链上、中、下游 的上市公司证券中，选取不超过50只最具代表性的上市公司证券作为指数样本，以反映光伏产业上市公 司证券的整体表现。 数据显示，截至2025年6月30日，中证光伏产业指数(931151)前十大权重股分别为阳光电源(300274)、隆 基绿能(601012)、TCL科技(000100)、特变电工(600089)、通威股份(600438)、TCL中环(002129)、正泰 电器(601877)、晶科能源(688223)、晶澳科技(002459)、德业股份 ...

Investor Presentation October 18, 2018 Forward-Looking Statements Welded Wire Reinforcement 60% PC Strand 40% 2018 Sales by Product Line 3 2 This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. When used in this presentation, the words "believes," "anticipates," "expects," "estimates," "appears," "plans," "intends," "may," "should," "could" and similar expressions are intended to identify forward-looki ...

Investor Presentation October 17, 2019 Forward-Looking Statements 2 This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. When used in this presentation, the words "believes," "anticipates," "expects," "estimates," "appears," "plans," "intends," "may," "should," "could" and similar expressions are intended to identify forward-looking statements. Although we believe that our plans, intentions and expecta ...

智通财经APP获悉，纽约金融市场近期呈现新动向：海外资产管理机构与养老金正加速构筑美元疲软防 火墙，旨在规避美国股市投资组合因汇率波动遭受双重冲击。这种防御性布局源于美元走势与美股表现 的关联性突变当美元指数因特朗普政府4月2日宣布的全球关税政策重挫6.5%、创三年新低时，传统认 知中"美股下跌时美元走强提供缓冲"的避险逻辑出现裂痕，迫使投资者重新审视货币风险对冲策略。 数据印证着市场情绪的微妙变化：罗素投资统计显示，过去12个月MSCI美国指数的欧元对冲版本实现 零收益，而未对冲版本暴跌8.3%，同期美元兑欧元汇率重挫13%。这种汇率损耗直接冲击着持有30万亿 美元美国证券(含17万亿美股、12万亿美债)的海外投资者。BNY Markets宏观策略师维利斯观察到，美 元远期合约抛售量创四年新高，即便面临关税政策波动或地缘冲突可能引发的美元反弹，投资者仍选择 用脚投票。 这场静默的货币保卫战中，外汇衍生品成为核心武器：资产管理人通过远期合约抛售美元兑欧元、英镑 等基础货币，辅以期权工具构筑风险屏障。当美元贬值时，这些对冲头寸的价值攀升恰好抵消股票组合 的汇率损失。正如MillTech基金解决方案主管麦肯纳所言 ...

Investor Presentation October 22, 2020 Forward-Looking Statements Business Overview Insteel Industries is the nation's largest manufacturer of steel wire reinforcing products for concrete construction applications. We manufacture and market a broad range of welded wire reinforcement ("WWR") and prestressed concrete strand ("PC strand") products. Headquartered in Mount Airy, North Carolina, Insteel operates ten manufacturing facilities located in the United States (seven WWR plants and three PC strand plants ...

一个机械手一次就能抓取12个丝饼，然后快速而精准地放至全自动生产线上，经传送、洗涤、烘 干、分级、包装、装箱，销往海内外市场…… 在吉林化纤集团有限责任公司（以下简称"吉林化纤"）今年投产的年产3.5万吨生物质新型人造丝 生产车间，鲜有工人的身影，自动化装置节约了大量人力。 王宏介绍，在吉林化纤，每个党支部都有创新课题，每名党员都承担创新任务，通过发挥基层党组 织和党员的创新传导作用，提高集团全员的创新意识和能力，切实将党的政治优势、组织优势转化为企 业的发展优势。 "我们不断创造适宜的创新平台载体，让党员骨干冲在前面发挥先锋模范作用，带动职工的工作积 极性。"吉林化纤集团党委副书记王宏说。 规格为3K的小丝束碳纤维，主要应用于航空航天、医疗器械、运动器材等领域，市场需求旺盛。 为更好满足下游客户需求，吉林化纤国兴碳纤维公司碳化一车间在党支部的带领下集中攻坚，通过对设 备机器、加工原料、操作方法等要素的分析，先后制定124项攻关措施并逐个突破。 经过近一个月的努力，今年2月改进完成的3K碳纤维新生产线，不仅提产提效，还实现节能降耗。 3K碳纤维价格涨上去了，在市场上很抢手。 长丝十二车间党员王天翼所在的党小组 ...

Developing innovative therapies for the treatment of respiratory diseases May 2025 Nasdaq: VRNA | www.veronapharma.com Forward-looking statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation other than statements of historical fact should be considered forward-looking statements. Words such as "anticipate," "believe," "plan," "expect," "intend," "may," "potential," "prepare," "p ...

Investor Presentation July 22, 2021 Forward-Looking Statements 2 This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. When used in this presentation, the words "believes," "anticipates," "expects," "estimates," "appears," "plans," "intends," "may," "should," "could" and similar expressions are intended to identify forward-looking statements. Although we believe that our plans, intentions and expectatio ...

Investor Presentation October 21, 2021 Forward-Looking Statements 2 This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. When used in this presentation, the words "believes," "anticipates," "expects," "estimates," "appears," "plans," "intends," "may," "should," "could" and similar expressions are intended to identify forward-looking statements. Although we believe that our plans, intentions and expecta ...

INDUSTRIES INC. Investor Presentation January 20, 2022 Quant Roll 2017 NE r B Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. When used in this presentation, the words "believes," "anticipates," "expects," "estimates," "appears," "plans," "intends," "may," "should," "could" and similar expressions are intended to identify forward-looking statements. Although we believe t ...