本文来自微信公众号：旧闻评论，作者：照相的宋师傅，题图来自：AI生成 三级片制作人、美食达人及文旅作家蔡澜6月25日去世，27日火化，享寿83。近亲属在其社交媒体公布了简短讣闻，并遵遗嘱丧事从简。至此，香江四大 才子（黄霑2004、金庸2018、倪匡2022）全部驾鹤西去，伴随他们凋敝的还有萎缩至极的港文化。 蔡澜辞世在陆港台三地都引发了不小的关注，不过两岸三地在其身后的表达并不一致。港台的纪念大同小异，突出蔡澜的文化名人身份，紧扣其四大才子 的文化贡献，两地苟延残喘的报界均出版大篇幅纪念专题，追忆、怀念，挥手作别。 机构媒体心灰意懒，因为早就不做名人逝世的纪念社论，所以将蔡澜的解释权交了出去。短时间内，流媒体空间中解读模式轮替，迅速完成对蔡澜其人其 事的纪念与解构：一个有魏晋风范、不怕死的豁达文人，一个逼良为娼的老逼登。 对蔡澜的积极评价（不等于正确评价），主要是说他这个人酒气财色样样精通，其"洒脱活过"的享乐主义人生观也大受称赞。他那些看起来肆意的纵乐， 比如有过几十个女友、一年交一个女友等行径，也因为被艳羡而一并被谅解了。 前三个同辈中人死后享有荣光，黄霑坐稳了词人重镇的地位，金大侠自不必说，倪匡身后无 ...

Financial Performance and Guidance - The company's 2021 budgeted Adjusted EBITDA is $6.8 billion, a decrease of approximately 2% compared to the 2020 forecast, reflecting headwinds from lower re-contracting rates and crude volumes[15] - 2021 Distributable Cash Flow (DCF) is budgeted at $4.4 billion, down approximately 3% from the 2020 forecast, also impacted by higher anticipated sustaining capex[15] - Net income for 2021 is projected to be greater than $2.1 billion, an increase primarily due to asset and goodwill impairments taken during 2020[15] - The company has a $2 billion share buyback program, with $575 million already purchased since December 2017[13] - The company maintains a current dividend yield of over 7%, with a Q3 2020 annualized dividend of $1.05 per share[14] Business Overview and Strategy - The company moves approximately 40% of U S natural gas consumption and exports[9] - Approximately 74% of the company's earnings are from take-or-pay or hedged contracts, providing stable cash flows[37, 48] - The company has commercially-secured capital projects underway totaling $2.6 billion as of September 30, 2020[23] - The company's business mix includes 62% natural gas, 15% products, 14% terminals, 6% CO2, and 3% oil & gas production[11] Market and Industry Trends - U S natural gas demand is expected to grow, with over 85% of the forecasted demand growth driven by Texas and Louisiana[18] - Global biofuels demand is expected to increase by approximately 146% from 2019 to 2040[46]

Core Insights - AZZ Inc. has announced the acquisition of Canton Galvanizing, LLC, enhancing its hot-dip galvanizing capabilities in the Midwest [1][2] - The acquisition is expected to be accretive to earnings within the first year and will increase AZZ's galvanizing network to 42 sites across North America [1][2] Company Overview - AZZ Inc. is a leading independent provider of hot-dip galvanizing and coil coating solutions, serving a wide range of end-markets [4] - The company focuses on providing sustainable metal coating solutions that enhance the longevity and appearance of essential infrastructure and products [4] Canton Galvanizing Overview - Canton Galvanizing, founded in 2019, specializes in hot-dip galvanizing for small to mid-size parts and is known for its quick turnaround times and excellent customer service [3]

Core Viewpoint - Teleflex Incorporated has successfully completed the acquisition of substantially all of the Vascular Intervention business from BIOTRONIK SE & Co. KG, enhancing its portfolio and global presence in the cath lab and peripheral intervention market [1][3][5]. Acquisition Details - The acquisition was finalized for a cash payment of €760 million, subject to certain adjustments [2]. - The Vascular Intervention business includes a comprehensive portfolio for coronary and peripheral interventions, featuring key products such as the Pantera™ Lux™ Drug-Coated Balloon Catheter and the Orsiro™ Mission Drug Eluting Stent [3][4]. Financial Outlook - The acquired products are expected to generate revenues of €177 million ($204 million) in the second half of 2025, with an anticipated €91 million ($105 million) for the fourth quarter of 2025 [5]. - From 2026 onwards, annual constant currency revenue growth of 6% or better is expected from the acquired products [5][6]. Strategic Implications - The acquisition will allow Teleflex to invest in the clinical trial program for Freesolve™, a sirolimus-eluting Resorbable Metallic Scaffold technology, with plans for a U.S. pivotal study [4]. - The integration of the Vascular Intervention business is anticipated to enhance Teleflex's innovation pipeline and position the company to leverage emerging technologies in the market [3][4].

Core Viewpoint - Hyperscale Data, Inc. is launching a Decentralized Cryptocurrency Exchange (DEX) in Las Vegas, Nevada, aiming to position the U.S. as a leader in cryptocurrency innovation and global finance [1][3]. Group 1: DEX Launch and Features - Ault Markets, a subsidiary of Hyperscale Data, plans to enable peer-to-peer digital asset trading without centralized intermediaries, promoting true ownership, privacy, and global accessibility [2]. - The DEX is expected to support trading in up to 175 countries, marking a significant step in the evolution of global finance [2]. - Key features of the DEX include non-custodial peer-to-peer trading, support for all major tokens and blockchain networks, global compliance screening, high-speed low-cost transactions, decentralized identity integration, and 24/7 trading [10]. Group 2: Strategic Vision and Goals - The initiative is a direct response to the current administration's call for U.S. leadership in cryptocurrency innovation, with the goal of establishing a blockchain-native, pro-innovation DEX [3]. - The founder of Hyperscale Data emphasized the importance of setting a global standard for cryptocurrency access, transparency, and innovation, while empowering users worldwide [5]. - The DEX is expected to launch in early 2026, following a global node deployment and final smart contract audit [6]. Group 3: Company Overview and Future Plans - Hyperscale Data operates a data center that mines digital assets and offers colocation and hosting services, with plans to divest its subsidiary ACG by December 31, 2025 [8][9]. - Post-divestiture, the company will focus on data center operations to support high-performance computing services while potentially continuing its involvement in the digital asset space [9].

Core Viewpoint - AGCO Corporation has reached a comprehensive agreement with Tractors and Farm Equipment Limited (TAFE) to resolve all outstanding disputes and governance issues, including shareholding and brand ownership matters related to the Massey Ferguson brand in India and other countries [1][3]. Commercial Terms - All commercial agreements between AGCO and TAFE will be terminated with agreed wind-down provisions [6]. - TAFE will repurchase AGCO's current shareholding in TAFE for an aggregate amount of $260 million, subject to compliance with applicable law [6]. Governance and Shareholding Terms - Ownership of the "Massey Ferguson" brand will rest exclusively with TAFE in India, Nepal, and Bhutan [6]. - TAFE retains the right to maintain its current ownership level of 16.3% but will participate in future share repurchase programs executed by AGCO [6]. - TAFE will no longer have the right to nominate a representative to the AGCO Board of Directors, and AGCO's Director on TAFE's Board will step down [6]. - The parties have agreed to mutual non-disparagement and TAFE will not engage in public activism [6]. Company Background - AGCO is a global leader in agricultural machinery and precision ag technology, with net sales of approximately $11.7 billion in 2024 [5].

Acquisition bolsters Parsons’ electromagnetic warfare and all-domain solutions for the U.S. defense marketCHANTILLY, Va., July 01, 2025 (GLOBE NEWSWIRE) -- Parsons Corporation (NYSE:PSN) announced today that it has acquired Maryland-based Chesapeake Technologies International, Corp (CTI), a portfolio company of Bluestone Investment Partners, in a transaction valued at $89 million. Founded in 2000, CTI strengthens Parsons’ defense customer posture with the Special Operations forces and enhances Parsons’ posi ...

FISCAL 2025 Q3 HIGHLIGHTS Net sales of $971.1 million decreased 0.8% YoY Operating income of $82.7 million, or $87.2 million on an adjusted basis1 Operating margin of 8.5%, or 9.0% on an adjusted basis1 Diluted EPS of $1.02 vs. $1.27 in the prior fiscal year quarter Adjusted diluted EPS of $1.08 vs. $1.33 in the prior fiscal year quarter1MELVILLE, N.Y. and DAVIDSON, N.C., July 1, 2025 /PRNewswire/ -- MSC INDUSTRIAL SUPPLY CO. (NYSE: MSM) ("MSC," "MSC Industrial," the "Company," "we," "us," or "our"), a lead ...

Acquisitions and Divestitures - Kinder Morgan acquired Northeast Transport & Storage Assets for $1225 million[8], with ~41 bcf of FERC-certificated storage capacity and ~3 bcfd of aggregate transportation pipeline capacity[11] - The company acquired Kinetrex Energy for $310 million[12], which includes 1 operational landfill-RNG facility with ~04 bcf capacity and expects 3 landfill-RNG facilities operational by 2022 end with total capacity of 35 bcf[17] Financial Performance and Projections - The company's 2021 forecast EBITDA is $79 billion[23] - The company has a $2 billion share buyback program with over $14 billion of program capacity remaining[23] - The company's 2021 expected Net Debt / Adjusted EBITDA is 40x[25] Market Position and Strategy - The company moves ~40% of US natural gas consumption & exports[19] - The company's stable cash flows are with ~72% take-or-pay or hedged earnings[26],[79] - The company has a $13 billion project backlog with ~64% allocated to natural gas projects[25],[83] Energy Transition and Renewables - The company's CO2 transport capacity is ~15 bcfd with ~1500 miles of CO2 pipelines[18] - The company handled nearly 260 mbbld of ethanol, biodiesel, & renewable diesel in 2020[69]

7月1日，新势力车企纷纷公布上月的交付成绩单。 蔚来汽车：6月交付车辆24,925辆，同比增长17.5%；2025年第二季度交付车辆72,056辆，同比增长25.6%。截至2025年6月30日，蔚来汽车(NIO.N)累计交付 量已达785,714辆。其中，蔚来品牌累计交付新车725,248台；乐道品牌累计交付新车52,623台；firefly萤火虫品牌累计交付新车7,843台。 理想汽车：6月交付量36279辆，同比下降24%。第二季度的交付量达到11.1万辆。 小鹏汽车：6月共交付新车34611台，同比增长224%，连续8个月交付量超3万台。2025年第二季度，小鹏汽车累计交付新车共103181台，再创单季度历史新 高；2025年1-6月，小鹏汽车累计交付新车197189台，超过2024年全年交付量。 封面图片来源：每经 小米汽车：6月小米汽车交付量超过25000台。 零跑汽车：2025年6月全系交付创历史新高，达48006台，同比增长超138%；上半年累计交付221664台。 岚图汽车：6月销量10053辆，同比增长83%。 北汽蓝谷：公司子公司北京新能源汽车股份有限公司6月份销量11991辆，同比增长2 ...