AMC stock surge

Search documents
国家发展改革委回应当前经济热点 电力度夏有保障 粮食安全有底气
Jing Ji Ri Bao· 2025-06-26 22:04
本报北京6月26日讯(记者纪文慧)国家发展改革委26日举行新闻发布会,就当前经济热点问题回应市 场关切。 国家发展改革委政策研究室副主任李超介绍,今年以来,面对更趋复杂严峻的外部环境,在更加积极有 为的宏观政策以及稳就业稳经济推动高质量发展的若干举措推动下,我国经济运行总体平稳。从供给 看,农业生产有序开展,"三夏"工作有序推进,工业服务业稳定增长。5月份,规模以上工业增加值同 比增长5.8%,服务业生产指数同比增长6.2%,增速比上月提高0.2个百分点。从需求看,消费投资持续 扩大,出口保持较快增长。5月份,社会消费品零售总额同比增长6.4%,增速是2024年以来最高水平。 前5个月,固定资产投资稳定增长,其中制造业投资增长8.5%。 近日,华北等地高温天气频发,局部地区气温超过40摄氏度。据初步预计,今年迎峰度夏期间全国最高 用电负荷同比增加约1亿千瓦。国家发展改革委会同有关方面,聚焦提升电力保供能力,提前布局加强 能源产供储销体系建设。截至5月底,全国累计发电装机容量36.1亿千瓦,同比增长18.8%。 李超介绍,7月份将下达今年第三批消费品以旧换新资金,同时坚持更加注重时序性和均衡性原则,分 领域制定 ...
中国—中亚共建成果惠及民生
Jing Ji Ri Bao· 2025-06-26 22:04
(文章来源:经济日报) 减贫合作是中国—中亚合作的亮点之一。近年来,乌兹别克斯坦方面派出多批次官员和专家,深入中国 河北阜平县、山东潍坊市、湖南湘西十八洞村等地考察,学习中国在推进减贫和乡村振兴方面的经验做 法。乌方已在基础设施、能源、通信、旅游等方面着手,在其国内各州试点推广中国减贫经验。曾"沉 浸式"体验湖南湘西十八洞村脱贫后幸福生活的乌兹别克斯坦就业与减贫部人力资源开发与管理司副司 长西迪科夫·巴赫提约尔表示:"我希望从中国减贫实践中汲取力量,为乌兹别克斯坦减贫事业继续作出 自己的贡献。" 人文交流是增进中国与中亚国家人民相互了解和友谊的最直接途径。2024年,中国新疆题材电影《喀什 古丽》在塔吉克斯坦、乌兹别克斯坦等中亚国家上映,引发当地民众的热烈反响。塔吉克斯坦杜尚别市 居民阿努舍尔沃恩·拉苏罗夫观影后表示,影片中展现的塔吉克族传统文化令人印象深刻:"一支小小的 塔吉克鹰笛让远隔千里的两位年轻人成功牵手。未来希望越来越多的中国影片走进我们的生活,让塔中 两国人民的手越牵越紧,心越靠越近。"乌兹别克斯坦自媒体博主拉娜·阿尔特科娃激动地说:"看完电 影后,我更期待去中国新疆看看了。我想用自己的镜头记录美 ...
南京达斯琪:创新引领全息显示技术 打造文旅新体验
Xin Hua Ri Bao· 2025-06-26 22:04
积累了数次成功的经验,周全决定开拓市场,直面C端消费者,历时两年,打造了第一款家庭级消费电 子产品——幻陆全息音箱,旨在以出色的音质和全息显示方案相结合的方式带给用户前所未有的音视频 体验。2024年上半年幻陆在知名海外众筹平台Kickstarter第一次正式发布众筹项目并达成近300万港元的 众筹总额。 7年过去了,达斯琪全息从格子间搬到了产业园,并在全息影像细分赛道狂飙突进,7年间荣获国家高新 技术企业、江苏省专精特新企业、南京市创新型领军企业、南京市知识产权示范企业等多项荣誉资质。 作为旋转全息显示这一细分领域的发明缔造者和行业领跑者,达斯琪全息多次参与国家级活动,服务了 上百家世界知名企业。与此同时,公司的产品与服务、经销商或核心合作伙伴遍及全国和全球多个国家 和地区,并在全球多个国家设立子品牌。 南京市高度重视本土品牌在文旅领域的创新与发展,出台了《关于促进首发经济发展的若干措施》,旨 在通过资金扶持、政策引导等方式,鼓励本土品牌在文旅产业中积极探索新技术、新业态、新模式,达 斯琪全息正是这一政策的受益者之一。近年来,文旅尤其是夜间文旅兴起,各地景点急需通过亮化升级 进行差异化竞争。达斯琪全息在20 ...
美联储7月恢复降息概率增大
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-26 22:04
Group 1 - Federal Reserve Chairman Powell reiterated the content of the semi-annual monetary policy report during congressional testimonies, indicating no new information but acknowledging the potential lower-than-expected impact of tariffs on inflation and the possibility of earlier rate cuts, which garnered market attention [1][3] - Fed officials Waller and Bowman expressed support for a rate cut in July, with Waller emphasizing the need to act to avoid risks in the labor market, stating that inflation has not surged as feared and it is time to initiate the rate-cutting process [1][2] - Bowman, previously a hawkish member, indicated support for a rate cut if inflation remains controlled, citing recent lower-than-expected inflation data and the need to consider the weakening labor market [2] Group 2 - Powell's comments during the hearing reflected a cautious approach, acknowledging that the impact of tariffs on retail prices may be less than anticipated, which could influence Fed policy decisions [3] - The Fed's semi-annual report maintains that inflation expectations are aligned with the 2% target, despite concerns about tariffs potentially raising inflation, leading to a careful stance on rate cuts [3] - Current employment levels are balanced, but rising unemployment claims could prompt a rate cut if June employment data shows weakness, although Powell downplayed signs of labor market fatigue [4]
Concentrix(CNXC) - 2025 Q2 - Earnings Call Transcript
2025-06-26 22:00
Financial Data and Key Metrics Changes - The company reported revenue of approximately $2,400,000,000 for Q2, an increase of 1.5% year on year on both a constant currency and as reported basis [14] - Adjusted free cash flow was $200,000,000 in the quarter, an improvement of about $240,000,000 sequentially from Q1 [18] - Non-GAAP diluted EPS was $2.7 per share, an increase of $0.1 year on year [17] - GAAP net income was $42,000,000 for the quarter, with GAAP diluted EPS at $0.63 per share [17] Business Line Data and Key Metrics Changes - Revenue from retail, travel, and e-commerce clients grew 3% year on year, led by growth with travel clients [15] - Media and Communications also grew 3% year on year, while revenue from banking, financial services, and insurance clients grew 2% [15] - The tech and healthcare verticals were relatively flat, reflecting offshore movement [15] Market Data and Key Metrics Changes - The company is seeing a strong pipeline across verticals and geographies, with a positive sentiment from clients regarding increased outsourcing budgets [9][10] - A Gartner study revealed that 85% of enterprises expect to increase their outsourcing budget over the next two to three years, primarily to support their AI agenda [9] Company Strategy and Development Direction - The company is focused on delivering integrated technology-led solutions that align with client needs and expanding the value provided across a broader portfolio of business solutions [12] - The strategy includes automating or de-investing in commodity work to keep the underlying business healthy [12] - The company is well-positioned against competitors, particularly for large-scale programs that combine consulting, IT integration, CX expertise, and AI [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the second half of the year, expecting revenue and margin improvement due to a strong pipeline and new business signed [20][22] - The company anticipates meaningful sequential margin improvement in both Q3 and Q4, driven by the recovery from the tariff impact and ongoing investments in technology [16][22] - Management noted that clients are looking for pragmatic solutions and are increasingly centralizing spend with partners that have scale and expertise [12][13] Other Important Information - The company returned approximately $67,000,000 to shareholders in the quarter, including share repurchases and dividends [19] - Cash and cash equivalents at the end of the quarter were $343,000,000, with total debt at approximately $4,900,000,000 [19] Q&A Session Summary Question: Revenue acceleration in the second half - Management indicated that revenue acceleration is broad-based, with solid pipeline building across geographies and verticals, particularly in banking, tech, and media [28] Question: AI technology journey and market recognition - Management highlighted strong market traction for their AI products, with clients adopting their technology faster than expected and seeing significant growth in adjacent services [36] Question: Margin impacts in Q2 - Management explained that margins were impacted by clients pausing projects due to tariffs, but they expect margins to improve as clients resume projects and new business ramps up [40][42] Question: Revenue contribution from IX Hello and IX Hero - Management expects IX suite products to be accretive by the end of Q4 and plans to maintain spending while accelerating revenue growth [54] Question: Operating environment and sales cycles - Management noted that transformation deals are taking longer but are not shrinking, and they are seeing good win rates in their pipeline [62] Question: Pricing strategy evolution - Management mentioned an increasing interest in outcomes-based pricing but noted that traditional transactional pricing still dominates their revenue streams [87]
重庆完成相关建设项目2000余个 海绵城市 化雨水为资源(探访)
Ren Min Ri Bao· 2025-06-26 21:57
Core Viewpoint - Chongqing is actively implementing sponge city construction, utilizing various measures to enhance urban water management and reduce flooding risks through innovative designs and infrastructure improvements [1][2][3]. Group 1: Sponge City Construction - Chongqing has completed 2,055 sponge city projects, with 535 compliant drainage areas covering 845.8 square kilometers, accounting for 46.2% of the urban built-up area [1]. - The city employs techniques such as infiltration, retention, storage, purification, utilization, and drainage to manage rainwater effectively [1]. Group 2: Rainwater Gardens - Rainwater gardens, referred to as "sponge cells," are designed to collect, retain, and purify rainwater, contributing to groundwater recharge and landscape irrigation [2][3]. - These gardens utilize native plants that can withstand flooding and drought, enhancing their ability to retain rainwater [2]. Group 3: Infrastructure Innovations - The cloud lake in the data valley has a storage capacity of approximately 4,000 cubic meters, controlling rainwater runoff for an area of about 200,000 square meters [3]. - The integration of permeable pavements and bioretention areas along roads helps to slow down rainwater runoff and improve water quality [3]. Group 4: Sports Facilities Adaptation - The Daitianwan Sports Center has been retrofitted with a rainwater reuse system, allowing for the collection and utilization of rainwater for field maintenance and sanitation [4][5]. - Green roofs have been introduced in indoor venues to enhance rainwater retention, creating over 3,000 square meters of green space [5]. Group 5: Industrial Applications - The Chongqing Chemical Industry Co., Ltd. has implemented sponge facilities in its factory area, including 14 rainwater gardens to manage stormwater and improve the working environment [6][7]. - The integration of rainwater gardens with parking lots in Liangping District enhances both stormwater management and aesthetic appeal [7]. Group 6: Future Developments - Chongqing plans to continue its sponge city initiatives by leveraging IoT and big data technologies, aiming to create a more livable and intelligent urban environment [7]. - The city is also focused on developing a "sponge industry chain" to support local enterprises in creating suitable sponge technologies and products [7].
推动东北全面振兴取得新突破
Jing Ji Ri Bao· 2025-06-26 21:56
作为我国重要的工业和农业基地,东北地区关乎国家发展大局。近年来,东北经济社会发展取得积极进 展,但仍处于爬坡过坎的关键阶段,面临体制机制僵化、产业结构单一等诸多制约因素。《中共中央关 于进一步全面深化改革、推进中国式现代化的决定》提出,健全推动东北全面振兴取得新突破的制度和 政策体系。本期特邀专家围绕相关问题进行研讨。 抓住关键啃下国企改革硬骨头 国有企业改革是振兴东北的"重头戏",目前进展如何? 李政(辽宁大学经济学院院长、东北国有企业振兴研究院执行院长):东北要振兴,国企必振兴;国企 要振兴,改革是关键。啃下国企改革这块"硬骨头",是东北实现全面振兴的一道必答题。近年来,东北 地区积极实施国有企业改革深化提升行动和国有企业振兴专项行动,大力推进国有经济布局优化和结构 调整,推动数智化转型和数实融合。总体来看,国有企业生机活力不断增强、面貌焕然一新,经营质效 明显提升,重点改革领域实现破冰突围,企业经营态势、市场化意识、干部干事创业精神状态发生深刻 转变。 国有企业体制机制改革取得明显成效。体制机制弊端是长期束缚东北地区国有企业高质量发展的一大顽 疾,突出表现在市场化经营机制不健全,"铁饭碗""大锅饭"和平 ...
真金白银拓展机器人应用场景
Jing Ji Ri Bao· 2025-06-26 21:56
近年来,江苏省苏州市吴中区深入实施"产业强区、创新引领"发展战略,大力发展机器人与人工智能产 业,锚定"全国机器人产业集群第一区"目标,通过科技创新与产业创新的深度融合,因地制宜培育新质 生产力。 2024年,江苏省发改委发布"未来产业先行集聚发展试点"清单,吴中区作为该省唯一聚焦人形机器人产 业领域的区域,成功获批试点。 吴中区工业和信息化局相关负责人介绍,吴中区以"全产业链攻坚"为策略,引育一批领军企业与专精特 新企业,着力打通产业链与创新链的堵点。在本体制造领域,汇川技术凭借在全国工业机器人领域强大 的产业链整合能力成为标杆;科沃斯作为"中国服务机器人第一股"持续领跑,伺服电机、减速器、控制 器三大核心部件均达国内领先水平,形成完整产业配套体系。 为推动产业细分领域纵深发展,吴中区每年编制《机器人+人工智能(人形机器人)产业发展报告》及 产业图谱、招商图谱,以精准化布局赋能高质量发展。目前,全区汇聚机器人整机制造企业45家,生产 58种本体、700余款产品,成为机器人整机种类最丰富的产业集聚区之一。 今年以来,吴中区积极响应"人工智能+"行动赋能千行百业,推进工业、农业、文旅、康养等细分领域 机器人应用 ...
玉门的春风何以暖(微观)——县域经济如何向新而行③
Ren Min Ri Bao· 2025-06-26 21:56
窖炉内,炉火熊熊;辊道上,一块块光伏玻璃板向前传送;精密机器人快速抓取堆叠……甘肃玉门市, 甘肃凯盛大明光能科技有限公司生产车间里,全氧光热超白浮法玻璃自动化生产线正高速运转。这条生 产线,突破了光热超白浮法玻璃生产关键技术,实现了国产替代,降低了国内光热发电企业生产成本, 也成为玉门产业转型升级的生动注解。 因矿设企,因企设市,玉门曾因石油产业而兴盛。上世纪90年代末期,随着石油资源逐渐枯竭,当地一 度陷入发展困境。经过20多年探索,玉门摆脱单一产业结构,获评西部百强县市,成为甘肃县域经济的 排头兵、新能源产业的"试验田"。 如何扬"长"?走好差异化竞争的路子,挖掘优势资源,打造产业优势。在中核集团新华发电玉门"光热 +"示范项目内,光热电站和光伏电站、风电场联合运行,致力于解决新能源发电的波动性问题,提升 电网对新能源的接纳能力。甘肃普罗生物科技有限公司依靠多年来的持续创新,将农副产品奶酪条加工 成高端食品添加剂"酪蛋白",销往国外。实践证明,找准自己的定位,锚定发展方向,用好比较优势, 才能集聚发展胜势。 科技革命日新月异,产业变革加速演进。谁能在创新上抢占先机,谁就能掌握发展主动权。看人才链, 玉门创 ...
人民时评:让汽车与服务双下乡
Ren Min Ri Bao· 2025-06-26 21:56
提高新能源汽车的渗透率,必须根据农村的使用场景和需求,加快构建更加符合乡村特点、可持续发展 的消费生态 两年前,记者在河南虞城县驻村锻炼,一个直观感受是村里的新能源汽车多了起来。可以领补贴,充电 很便宜,1天就能上牌。村民李先生对自己新置办的新能源汽车赞不绝口,唯一感到不便的是,车子一 旦有点毛病,得开30多公里到县里去检修维护。 前些天,记者再一打听,李先生已经不愁了。县里的养车店已经提供50公里范围内的全年不限次上门诊 断维修服务,现在想换轮胎,在家打一个电话就行了。从"跑县城"到"上门修",配套服务的协同跟进, 让新能源汽车下乡更受欢迎。 (文章来源:人民日报) 群众"用得好",新能源汽车才"下得去"。前不久,工业和信息化部等五部门印发通知,组织开展今年的 新能源汽车下乡活动,着眼于优化配套环境,改善农村出行条件,瞄准了政策堵点,抓住了消费痛点, 有利于行业健康发展,也有助于提升农民生活水平。 经过几年实践,新能源汽车下乡已从最初的车辆推广为主,转向产品与服务协同下乡。不过,农村地区 充电桩等基础设施建设和运维成本相对较高,产业人才不足,要想提高新能源汽车的渗透率,必须根据 农村的使用场景和需求,加快构 ...