新华财经河内6月23日电（记者胡佳丽邹学冕）以"链接中越产业共建电子生态"为主题的2025越南国际 电子产业博览会20日至22日在越南北宁省举办，共有150余家源头供应商，200多个大厂采购团参展。 本届博览会聚焦电子产业在越南北部的落地融合发展，汇聚全球电子信息制造商、电子元器件供应商、 自动化设备及系统集成企业，举行越南国际电子工业与智能制造合作发展论坛、主题演讲、采购对接 会、项目签约等系列活动，旨在共谋电子产业跨境协作新蓝图。 展会上还展示多款比亚迪新能源车型，吸引众多嘉宾参观。比亚迪北宁忠诚公司总经理阮成荣说，除产 品展示外，公司更致力于深度对接北宁及周边工业园区的跨国企业、机构客户与个人消费者，促成更多 企业开启电动化战略转型，携手打造越南可持续交通新范式。 中越中集团董事长梁杨宏在开幕式上致辞说，展会致力于推动越南电子产业向本土化、信息化、智能化 方向加速迈进，旨在打造一个集展示交流、贸易对接与产业协同于一体的高效、专业、国际化平台，为 越南电子行业注入新活力、拓展新机遇。 越南科技协会联合会政策管理与发展战略院院长黎阮天鹅说，越南在优化政策过程中，充分借助此类交 流平台，倾听企业诉求，确保政策 ...

去年，中国邮政航空枢纽项目落地郑州航空港引起了全国的关注。一年多的时间过去了，中国邮政航空 在郑州取得了实质性的进展。今天上午，一架波音777全货机从郑州机场起飞，经过十个小时的飞行后 降落在卢森堡机场。这是中国邮政航空郑州至卢森堡全货运航线的首次飞行。同时，它也成为继卢森堡 货运航空之后，第二家运营郑州与卢森堡之间货运航线的航空公司。 那很多人关心，邮航的全货运航线都运些啥？执飞的机长告诉我们说，首航运送的货品除了欧洲消费者 急需的日常生活用品外，走电商渠道的电子产品也包括其中，而运回的货物则包括机械元件和汽车零部 件。随着常态化运力地增加，运输品类也将从传统的跨境电商货品，逐步向生物医药、高端制造设备零 部件等高科技、高附加值领域拓展。 一条国际货运航线由多家航空公司共同运营，充分说明了一个问题，两地的货源充足，合作空间大。这 也从另外一个角度说明了，经过十多年的运营，郑州、卢森堡发挥各自地处腹地的优势，以全货运航线 助推两地枢纽建设，经济发展的路子走对了。 数据显示，郑州机场今年前5个月的货邮吞吐量同比增长28.4%，国际和地区货邮吞吐量更是增长 45.8%。这条航线开通后，郑州机场的国际航空货运枢纽功 ...

Al-Joundi在接受采访时表示："你之所以想要购买股票，唯一的原因就是它能为你带来比单纯购买黄金 更高的回报。" 伊格尔矿业公司是过去一年中少数几家表现优于黄金的大型黄金矿业股之一，其股价上涨了 84%，而 黄金价格仅上涨了 44%。该公司的表现还超过了其竞争对手巴里克矿业(B.US)和纽曼矿业(NEM.US)， 其市值和市盈率均超过了这两家公司。 与此同时，在由 56 只股票组成的VanEck黄金矿业ETF 中，有四分之一的股票今年迄今的表现逊于黄金 价格走势。尽管在关税引发的经济不确定性以及不断加剧的地缘政治紧张局势背景下，黄金价格创下纪 录，投资者仍寻求投资黄金。 智通财经APP获悉，伊格尔矿业(AEM.US)首席执行官Ammar Al-Joundi负责人认为，购买黄金矿商股票 的唯一理由就是——跑赢黄金，但该行业里涨势跑赢黄金的公司太少了。Al-Joundi指出，由于过度开 支、决策失误以及资产减值等原因，黄金矿业行业在投资者中声誉不佳，这导致追踪黄金矿业股票的 ETF出现资金外流。 作为全球最具价值的黄金开采企业之一，伊格尔矿业的表现优于黄金本身以及其竞争对手，Al-Joundi希 望所有主要的 ...

跨境支付作为国际贸易和国际投资的重要组成部分，扮演着连接不同国家和地区经济的金融桥梁角色。随着全球数字经济的蓬勃发展，跨境支付需求持续 增长。 根据亿欧智库数据，2024年全球跨境支付交易额达到194.6万亿美元，相较于 2023 年保持平稳增长，而预计到 2032 年全球跨境支付交易额有望保持6.4% 的CAGR成长至320万亿美元，未来在跨境支付场景稳定币具有广阔的发展空间。 最新消息上，6月22日跨境支付通正式上线，标志着内地与香港快速支付系统已实现互联互通； 该系统支持两地居民，通过手机号码或银行账户，便捷办理人民币与港币的实时跨境汇款，不需要再进行兑换，多数暂免手续费； 目前，主要针对我国内地和我国香港。在内地，人们只需要在指定手机银行"跨境支付通"功能模块中，进行操作即可；在香港，人们只需要在手机银行填 写关联信息操作即可。 为此我今天经过深度研究后整理出几家相关潜力公司，尤其最后一家公司拥有跨境人民币支付许可和MSO资质的唯一黑马。 吉大正元：公司认证产品可应用于银行人民币跨境支付结算等金融场景，其密码技术支持CIPS系统的安全认证。 最后就是我给大家挖掘出来的那家拥有跨境人民币支付许可和MSO ...

莎莎国际再次进行线下门店收缩。6月23日，北京商报记者从莎莎国际线下门店工作人员处得知，北京地区莎莎门店将于6月24日前全部关闭。对于关闭门 店，莎莎国际在此前披露的财报中便有提到，"6月底将关闭所有中国内地线下门店"。但未给出明确时间，如今，有了明确的退出时间——6月24日。 莎莎国际是起家于中国香港的美妆零售巨头，当初凭借着性价比及多品牌的战略攻克中国内地市场，一度成为不少爱美人士必逛店铺。市场发展、品牌更 迭、消费者需求改变……发展20年后，"跟不上时代"的莎莎国际选择关闭线下门店及时止损。当我们将目光放到整个美妆零售市场，莎莎国际线下的退场何 尝不是传统平价美妆零售商的一个缩影。 回应：关闭线下门店，集中资源做线上业务 八达岭奥莱莎莎门店内，李丽（化名）正在整理剩余的一些美妆产品，为关店做最后的收尾工作。李丽是这家门店的销售人员，她告诉北京商报记者，她需 要在当天完成收尾工作。"我们接到的通知是今天全部关掉，最晚也是明天要全部关掉。" 李丽不知道总部关店的原因，只知道接到的通知是这个品牌要彻底退出中国内地市场。李丽一边收拾东西，一边介绍剩下不多的美妆都有些什么折扣。不 过，用李丽的话说，这些剩余的美妆 ...

Core Viewpoint - The company is actively engaging in asset disposal and capital raising to enhance liquidity, reduce operational costs, and strengthen its market position in the clean energy sector [1][2][3][4] Group 1: Asset Disposal and Financial Moves - The company plans to sell six idle vehicles and 53 pieces of machinery for a total estimated price of 8.1461 million yuan, expecting a disposal gain of approximately 3.6238 million yuan [1] - The company has successfully completed a private placement of A-shares, raising 430 million yuan to supplement working capital and repay bank loans, with the controlling shareholder, Ding Min, fully subscribing to the new shares [2] - Following the private placement, Ding Min's shareholding will increase from 20% to 38.12%, which is expected to enhance his influence within the company and reduce external equity competition [2] Group 2: Strategic Acquisitions - The company is acquiring a 94.2752% stake in Liaoning Shengfan New Energy Engineering Co., Ltd. for 32.8454 million yuan, which will allow it to consolidate its EPC business and enhance its capabilities in executing clean energy projects [2][3] - The acquisition is part of a strategy to minimize related party transactions and improve the company's independence and market competitiveness [3] Group 3: Future Outlook - The company is expected to present a more diversified and focused development trajectory, leveraging market demand growth and continuous technological innovation while addressing industry competition and R&D risks [4] - To achieve sustainable and steady growth, the company needs to continue optimizing its asset structure and enhancing its core competitiveness [4]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Viewpoint - Darden Restaurants' stock price is expected to trend higher due to strong financial performance, guidance, growth prospects, dividends, and share buybacks [1][5][7]. Financial Performance - Darden Restaurants reported $3.3 billion in revenue for Q4 2025, reflecting a 10.6% increase year-over-year and surpassing consensus estimates by 120 basis points [5]. - Comparable store sales increased across major segments: Olive Garden by 6.9%, LongHorn Steakhouse by 6.7%, while Fine Dining contracted by 3.3% [5]. Margin and Capital Returns - Despite experiencing margin pressures, the company managed to maintain earnings growth, supporting a healthy balance sheet and capital return plans [6]. - The company has authorized an additional $1 billion in share buybacks, which is nearly 4% of the pre-release market capitalization [6]. Guidance and Outlook - The full-year outlook suggests high single-digit growth and substantial margins, with an expected adjusted EPS of $10.60, sufficient to cover $6 per share in dividends [7]. - Analysts maintain a Moderate Buy rating, with a projected earnings growth of 11.76% [9]. Balance Sheet Health - Darden's balance sheet shows increased cash and assets, with a 3% rise in shareholder equity and low leverage, as long-term debt is less than 1x equity [8]. Market Sentiment - Following the earnings release, Darden's stock price surged over 3%, indicating strong market sentiment and potential for further gains [10].

于本期间，集团主动淘汰低产低效牛隻以改善牛群结构，稳固核心牛群，主要运营指标均有所提升。截至2025年6月 30日止，本集团乳牛总数预期较2024年末会略为减少，但成乳牛占乳牛总数比例将提升至53%，平均年化成乳牛单产 将突破13吨╱头。 受到淘汰牛数量增加及原料奶市场售价下降影响，乳牛公平值重估预期出现损失，最终使得乳牛公平值变动减乳牛销 售成本产生的亏损预计介乎人民币16.5亿元至人民币18.5亿元，较2024年同期增加5亿元至7亿元。 公告最后表示，乳牛公平值重估损失为非现金项目，不会对集团的现金流量和持续经营产生实质不利影响。公司相 信，随着乳品消费需求的回暖，原料奶市场将趋于平衡，售价有望回升，从而提升公司的盈利水平，实现可持续增 长。 （企业公告） 近日，现代牧业发布盈利警告公告。披露预计截至2025年6月30日止六个月期间，将录得净亏损介乎8亿元至10亿元， 而2024年同期的净亏损约为2.07亿元。 公告提到，国内原料奶市场处于供过于求的阶段，市场售价较2024年同期大幅下降，影响了集团的原料奶售价。然 而，通过大宗商品采购策略和成本控制措施，集团的运营成本有所下降，预计公斤奶的销售成本较20 ...

Core Insights - NOV Inc. has experienced a 24% decline in stock price over the past year, raising concerns among investors about its future performance [1][2] Financial Performance - In Q1 2025, NOV reported adjusted earnings of 19 cents per share, missing the Zacks Consensus Estimate of 25 cents, primarily due to margin challenges in the Energy Equipment division [3] - The company's net income for Q1 2025 was $73 million, a 39% decrease from $119 million in Q1 2024, attributed to lower equity income, unfavorable tax adjustments, and higher corporate costs [4] Risks and Challenges - Macroeconomic uncertainties, including trade wars and OPEC's decision to increase oil supply, are expected to negatively impact oilfield activity, particularly in North America, Mexico, and Saudi Arabia [5] - NOV anticipates $8-$10 million in unavoidable tariff expenses in Q2 2025, increasing to $15 million per quarter thereafter, which could erode margins despite mitigation efforts [6] - The Energy Products and Services segment saw a 2% revenue decline year over year, with EBITDA dropping by $29 million, indicating ongoing challenges in demand for drilling-related equipment [7] - NOV's exposure to North America's market volatility is significant, with 40% of revenues tied to this region, making it vulnerable to lower commodity prices and E&P spending cuts [8] Backlog and Order Trends - The Energy Equipment backlog grew 12% year over year to $4.41 billion, but management warned of potential delays in project awards due to macroeconomic uncertainty [9] - The book-to-bill ratio of 80 in Q1 suggests slowing order momentum, indicating potential future revenue challenges [10] Cost Pressures - Unallocated corporate costs rose significantly in Q1, contributing to the earnings miss, with expectations for these costs to remain elevated at $45-$55 million in Q2 [11] - Although Q1 free cash flow was positive at $51 million, it was below the $426 million returned to shareholders over the past 12 months, raising concerns about future cash-flow sustainability [12] Market Performance - NOV's stock has underperformed compared to the Zacks Oil and Energy sector and its peers, with a 24.4% decline over the past 12 months, while competitors like Kodiak Gas Services and Natural Gas Services Group saw gains of 35.6% and 43.6%, respectively [14]