宝色股份：国内特材非标装备制造领先企业，参与中科院上海应物所"钍基熔盐堆综合仿真实验平台"项 目，承制主容器、堆内支撑装置等核心设备，突破高温熔盐腐蚀防护技术。 据中证报报道，近日，中国科学院宣布位于甘肃省武威市的钍基熔盐实验堆实现连续稳定运行。这是全 球目前唯一运行中的钍基熔盐堆，是人类在第四代核电技术上迈出的关键一步。该技术曾被美国橡树岭 国家实验室认为"过于复杂而极难实现"，西方国家研究50多年也未突破。我国还规划到2035年建成5 - 10座商用钍基熔盐堆。 中证报指出，作为第四代核电技术代表，钍基熔盐堆优势显著。燃料方面，全球钍资源储量是铀的3 - 4 倍，中国钍矿储量居世界前列，内蒙古白云鄂博矿的钍储量可供国内使用上千年，打破了铀资源短缺困 局。钍基熔盐堆有"被动安全"特性，还可"边发电边换料"，运行灵活性远超固态燃料反应堆。 此外，熔盐堆具有小型化潜力，可制成集装箱式移动反应堆，为月球基地、火星探测提供稳定能源，助 力航天强国建设。小型化、模块化的钍基熔盐堆还能让下一代核潜艇和核动力航母有更大舱内空间和更 优化的布局，并获得近乎无限的全球机动能力。钍基熔盐堆利用国内丰富的钍资源，可逐步建立独立自 ...

据中证报报道，我国科学家日前在国际学术期刊《细胞》上发表的一项新成果，为人类衰老干预提供了 新的细胞治疗范式——中国科学院动物研究所刘光慧课题组、曲静课题组，联合首都医科大学宣武医院 王思课题组，成功构建了兼具抗衰老、抗应激和抗恶性转化能力的工程化人类抗衰型间充质祖细胞 （SRC），并在灵长类动物模型中验证其延缓多器官衰老的效果。 中证报指出，干细胞技术作为再生医学的核心领域，正引领着医疗健康的革命性变革。根据最新研究数 据，全球干细胞治疗市场预计到2030年将达到1000亿美元，而中国作为全球第二大市场，其干细胞产业 规模预计将从2025年的450亿元增长至2030年的3000亿元，年均复合增长率超过25%。这一爆发式增长 源于政策松绑、老龄化社会带来的迫切医疗需求以及颠覆性技术突破的协同作用。干细胞技术的应用版 图正在迅速扩张，从最初的血液疾病治疗逐步延伸到组织修复、抗衰老等多个领域，展现出前所未有的 市场潜力与商业价值。 公司方面，据中证报表示， 中源协和：是我国干细胞产业化基地，拥有亚洲最大的脐带血造血干细胞库。公司免疫细胞治疗方面已 经有6个CAR-T药物获批。 冠昊生物：通过建立符合GMP标准的细 ...

金融界6月23日消息，上证指数低开高走，中证国新央企小盘指数 (国新央企小盘，932257)上涨1.86%， 报1020.57点，成交额418.28亿元。 数据统计显示，中证国新央企小盘指数近一个月下跌2.66%，近三个月下跌4.98%，年至今上涨0.63%。 据了解，中证国新央企小盘指数由国新投资有限公司定制，在国资委下属央企中选取200只规模较小的 上市公司证券作为指数样本，以反映小盘央企上市公司证券的整体表现。该指数以2016年12月30日为基 日，以1000.0点为基点。 从指数持仓来看，中证国新央企小盘指数十大权重分别为：航天彩虹（1.75%）、招商南油 （1.48%）、广晟有色（1.4%）、内蒙一机（1.32%）、吉电股份（1.23%）、有研新材（1.23%）、电 科网安（1.2%）、中钨高新（1.19%）、太极股份（1.1%）、电科数字（1.07%）。 从中证国新央企小盘指数持仓的市场板块来看，深圳证券交易所占比50.18%、上海证券交易所占比 49.82%。 从中证国新央企小盘指数持仓样本的行业来看，工业占比37.92%、原材料占比17.83%、信息技术占比 13.83%、可选消费占比8.56 ...

Core Insights - The demand for gynecological surgical instruments is increasing as more women seek surgical procedures for gynecological conditions, positively impacting the GYN Surgical market outlook [1] - Companies like Hologic and CooperCompanies are positioned well in this growing market, attracting investor interest [1] Hologic Overview - Hologic's Surgical business is a key growth driver, with international sales increasing by 16.2% in Q2 of fiscal 2025, supported by market development and awareness of minimally invasive GYN products like MyoSure [4] - The Fluent Pro system, launched in late 2024, is gaining traction, contributing to the growth of the Surgical unit, which is expected to see high-single-digit growth this year due to the acquisition of Gynesonics [4][7] - Hologic benefits from multiple growth drivers across segments, including advancements in molecular diagnostics and strong adoption of the Breast Cancer Index test [5] - The Skeletal Health segment reported a 22.9% growth in Q2 due to increased production of DXA systems, while the Breast Health segment faces challenges in the capital equipment market [6] - Hologic's profitability allows for M&A and share buybacks, but external pressures such as tariffs and funding cuts may impact costs and outlook [7] CooperCompanies Overview - CooperSurgical is experiencing growth in its surgical medical devices and labor delivery portfolio, with Paragard, a contraceptive IUD, growing by 18% in Q2 of fiscal 2025 [8] - The fertility business is currently soft, particularly in Asia-Pacific, but long-term growth prospects remain positive due to strong underlying fundamentals [9] - Recent acquisition of obp Surgical saw a 31% growth in Q2, indicating potential in the office and surgical category for minimally invasive GYN devices [9] - CooperCompanies is well-positioned financially, expecting a rebound in free cash flow in the second half of the year, while also prioritizing debt reduction [12] Financial Performance and Valuation - Hologic's fiscal 2025 EPS is expected to grow by 2.7%, with recent estimates trending downward [13] - CooperCompanies is projected to see a 10% year-over-year growth in EPS, with analysts becoming more bullish due to upward revisions [13] - Year-to-date, Hologic shares have decreased by 10.5%, while CooperCompanies shares have fallen by 24.4% [14] - Hologic is trading at a five-year price-to-sales ratio of 3.40X, while CooperCompanies is at 3.24X, both below industry averages [15] Investment Outlook - Both Hologic and CooperCompanies currently hold a Zacks Rank 3 (Hold), with Hologic benefiting from international momentum and Gynesonics expansion, despite macro pressures [17] - CooperCompanies faces challenges in fertility but has strong growth in GYN Surgical and contact lens offerings, supporting a case for retaining the stock [18] - Hologic appears to be better positioned than CooperCompanies due to its more favorable valuation [18]

Core Viewpoint - Grupo Aeroportuario del Sureste (ASR) has experienced a significant downtrend, with a 13% decline in stock price over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround due to improved earnings expectations from analysts [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a key technical indicator used to determine if a stock is oversold, with a reading below 30 typically indicating oversold conditions [2]. - ASR's current RSI reading is 25.88, indicating that the heavy selling pressure may be exhausting, which could lead to a price rebound as the stock seeks to return to its previous equilibrium [5]. Group 2: Fundamental Analysis - Analysts covering ASR have shown strong consensus in raising earnings estimates, with a 2.8% increase in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [7]. - ASR holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [8].

Core Viewpoint - Allison Transmission (ALSN) has experienced a significant downtrend, with a stock decline of 11.3% over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround due to improved earnings expectations from analysts [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold conditions, with a reading below 30 typically indicating that a stock is oversold [2]. - ALSN's current RSI reading is 19.74, indicating that the heavy selling pressure may be exhausting itself, which could lead to a reversal in the stock's trend [5]. - The RSI helps investors identify potential entry points for stocks that have fallen below their fair value due to excessive selling [3]. Group 2: Fundamental Indicators - There is a strong consensus among sell-side analysts regarding ALSN's earnings estimates, with a 0% increase in the consensus EPS estimate over the last 30 days, suggesting potential price appreciation [7]. - ALSN holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a near-term turnaround [8].

Group 1 - Intuit (INTU) has surpassed resistance at the 20-day moving average, indicating a short-term bullish trend [1] - The stock has increased by 5.7% over the past four weeks, suggesting positive momentum [4] - INTU is currently rated as a Zacks Rank 1 (Strong Buy), indicating potential for continued growth [4] Group 2 - There have been 10 upward revisions in earnings estimates for the current fiscal year, with no downward revisions, reflecting strong analyst confidence [4] - The consensus earnings estimate for INTU has also increased, further supporting the bullish outlook [4] - The combination of technical indicators and positive earnings revisions makes INTU a candidate for investors' watchlists [5]

Core Viewpoint - Ubiquiti Inc. (UI) has experienced significant selling pressure, resulting in a 5.8% decline over the past four weeks, but analysts anticipate better earnings than previously expected, indicating potential for recovery [1]. Technical Analysis - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold conditions, with a reading below 30 typically indicating a stock is oversold [2]. - UI's current RSI reading of 23.89 suggests that the heavy selling may be exhausting, indicating a potential bounce back towards equilibrium in supply and demand [5]. Fundamental Analysis - There is a strong consensus among sell-side analysts to raise earnings estimates for UI, leading to a 14% increase in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [7]. - UI holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [8].

今天，小米创办人、董事长兼CEO雷军正式官宣，"大家期待的小米YU7，小米的首款SUV将于6月26日（本周四）晚7点正式发布"。 也就是说，曝光已久的小米YU7本周就能够与大家正式见面了。 同时，小米YU7 也在今天发布了第5种时尚色系：流金粉 Dawn Pink。 官方介绍称，设计灵感来源于破晓时刻的日照金山，粉色漆面基底之上，叠加浅金色金属颗粒，这是"生命力的梦幻礼赞"。 据悉，小米YU7一共有9种颜色，有跑车色系、时尚色系、豪华色系和经典色系。此前，小米已公布了宝石绿、钛金属色、熔岩橙、寒武岩灰 四款配色。 ml XIAOMI YU7 钛金属色 xiaomi YU7 ▲ ml xiaomi YU7. 宝石绿, CLOTHING all Holl ml (Iaomi YU7 D 熔岩橙 7 te 1 T i mil 与此同时，雷军回应了"小米首款SUV，为什么不做目前最热门6座SUV？"这一问题： 大家知道 SUV 里的S是什么吗？S是Sport，SUV就是"运动型多功能车"。我们首款SUV，就是"不忘初心"，做好一辆运动SUV。 所以，YU7不是一款普通的、平庸的"方盒子"SUV，而是一款豪华高性能SU ...

证券代码：300610 证券简称：晨化股份 公告编号：2025-061 扬州晨化新材料股份有限公司 关于选举董事长、第五届董事会各专门委员会委员并聘任高级 管理人员、审计总监的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 扬州晨化新材料股份有限公司（以下简称"公司"或"晨化股份"）于 五届董事会董事长的议案》、《关于选举公司第五届董事会各专门委员会委员 的议案》、《关于聘任公司总经理的议案》、《关于聘任公司副总经理的议 案》、《关于聘任公司财务总监的议案》、《关于聘任公司董事会秘书的议 案》、《关于聘任公司审计总监的议案》，现将有关情况公告如下： 一、公司第五届董事会董事长选举情况 董事长：于子洲先生 董事长任期三年，任职期限为自第五届董事会第一次会议审议通过之日起 至第五届董事会届满之日止。（简历详见附件） 上述各专门委员会委员任期均为三年，自第五届董事会第一次会议审议通 过之日起至第五届董事会届满之日止。（简历详见附件） 三、公司高级管理人员聘任情况 总经理：于子洲先生 副总经理：董晓红先生、郝巧灵先生、史永兵先生、吴达明先生、成宏先 生 二、公司 ...