Core Viewpoint - A lawsuit has been filed against Elevance Health, Inc. and certain senior executives for potential violations of federal securities laws, specifically related to the management of Medicaid benefits during the COVID-19 pandemic [1][2]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of Indiana, captioned Miller v. Elevance Health, Inc., et al., No. 25-cv-0092 [2]. - Investors who purchased Elevance common stock are encouraged to seek additional information and may request to be appointed to lead the case by July 11, 2025 [2]. Group 2: Background on Medicaid Management - Elevance provides health insurance plans, including contracts with states to administer Medicaid benefits [3]. - The federal government paused the review of Medicaid eligibility during COVID-19, which resumed in 2023, leading to increased scrutiny of Medicaid members [3]. Group 3: Allegations of Misrepresentation - Elevance allegedly misrepresented its monitoring of cost trends associated with the Medicaid redetermination process and the sufficiency of negotiated rates to address patient risk profiles [4]. - The redetermination process reportedly caused a significant increase in the acuity and utilization of Elevance's Medicaid members, which was not reflected in the company's financial guidance for 2024 [5]. Group 4: Stock Price Impact - Following Elevance's announcement on July 17, 2024, regarding increased Medicaid utilization, the stock price fell by $32.21 per share, nearly 6%, from $553.14 to $520.93 [6]. - On October 17, 2024, Elevance reported Q3 2024 results, missing consensus EPS expectations by $1.33, or 13.7%, due to elevated medical costs in its Medicaid business, resulting in a stock price decline of $52.61 per share, nearly 11%, from $496.96 to $444.35 [7].

Core Viewpoint - A lawsuit has been filed against Iovance Biotherapeutics, Inc. and certain senior executives for potential violations of federal securities laws, with claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 [1][2]. Company Overview - Iovance Biotherapeutics is a commercial-stage biopharmaceutical company focused on developing treatments for melanoma and other solid tumor cancers [3]. - The company launched its key melanoma treatment, Amtagvi, in February 2024, administered at authorized treatment centers (ATCs) [3]. Allegations and Issues - The lawsuit alleges that Iovance misrepresented the effectiveness of its ATCs in driving demand for Amtagvi, while in reality, these centers faced long timelines for patient treatment and high patient drop-off rates due to ineffective patient identification and selection [4]. - Following disappointing financial results for Q1 2025, Iovance revised its full-year 2025 revenue guidance, attributing the poor performance to slow treatment timelines and high patient drop-off rates [5]. Stock Performance - On May 8, 2025, Iovance's stock price fell over 44%, dropping from $3.17 per share to $1.75 per share the following day, in response to the negative news regarding its financial performance and operational challenges [6].

剥离欧洲包袱尘埃落定，经营质量大幅改善 根据公告，2025年上半年宁波华翔的归母净利润为亏损2.73亿元至3.69亿元，主要源自对六家欧洲子公司剥离的一次性影响。但从可持续经营角度 来看，公司主业保持良好韧性，扣非净利润达4.95亿元至5.91亿元，同比稳健增长。 早在2024年年报中，宁波华翔已明确提出"海外减负"的战略。此次与德国Mutares完成交易后，公司多年的资源占用和盈利压力被基本清除，整体 利润结构更加清晰健康。 值得注意的是，宁波华翔并未"永久告别"欧洲市场，而是以"暂别"姿态为将来在条件成熟时的战略性回归预留空间。在现金流与管理资源显著释 放后，公司得以将重心转回国内核心客户和高成长赛道，推动新旧动能有序切换。 自主品牌持续放量，从"0到1"加速迈向"1到10" （原标题：宁波华翔上半年扣非预计增长5.25%至25.73% 转型提速促进盈利能力改善） 6月20日晚，宁波华翔(002048)发布2025年半年度业绩预告称，公司扣非净利润同比增长5.25%至25.73%，展现出核心业务盈利能力的显著增强和 转型成效的逐步兑现。这一数据不仅标志着长期困扰宁波华翔业绩表现的欧洲业务"包袱"正式落地清 ...

中新网重庆6月22日电杜伊斯堡消息：当地时间21日上午，中欧班列+西部陆海新通道东盟快班推介活 动在德国杜伊斯堡DIT场站及渝新欧海外仓举行。来自中、德、法等国家铁路运营方、企业、国际货运 代理等代表，围绕"欧亚双向联通共创发展机遇"主题共谋合作大计、共商未来发展。 "东盟快班核心创新在于实现了中欧班列与西部陆海新通道的双通道联动，通过资源整合打破区域壁 垒，构建起欧亚经贸合作新桥梁。"陆海新通道运营有限公司董事长，渝新欧(重庆)供应链管理有限公 司执行董事、总经理刘太平表示，东盟快班在全链运输、时效、费用等多方面均具有明显优势。今年内 还将打造"中土快线"，进一步提升由重庆跨里海经土耳其中转的中欧班列南通道服务。 "东盟快班的开行，进一步推动中南半岛通过中国与欧洲联通。"老挝国家工商会中老商务合作促进委员 会副会长郑志盛说，相信东盟快班将为区域合作注入强大动力，也将为众多合作伙伴带来更加广阔的市 场前景。 活动现场，与会代表分别围绕重庆市现代生产性服务业发展规划和投资机会、东盟快班线路产品、通道 合作经验以及通道金融服务进行专题推介及分享交流，进一步为中德企业提供高效、低成本的国际物 流、金融解决方案，围绕 ...

转自：草原云 内蒙古羊肉名扬天下，如今羊奶也能"点石成金"。 内蒙古巴彦淖尔"80后"创业者郝志伟用新鲜的羊奶以及洋甘菊、青蒿等药材制作成羊乳洁面皂，以独特 的技艺赢得大众的青睐，在2025北京国际文旅消博会上演绎着传统产业的绿色新生。 向参观者介绍内蒙古特色产品。 "制作羊奶皂需要多种中药材，之前都是去外地药材市场采购，这就增加了制作成本。"内蒙古哆啦文化 发展有限公司负责人郝志伟介绍，"这个创新产品，背后是产学研的深度结合。我们在乌拉特中旗种植 洋甘菊、青蒿等药材，一部分用来做羊奶皂原料，一部分由上海药企进行销售，这既降低成本又帮助农 牧民增加收入。" 琳琅满目的内蒙古好物。 6月20日至22日，在2025北京国际文旅消博会上，郝志伟带来的羊奶皂一亮相，就引起参展商和消费者 关注。"通过参加这次消博会，凭借'首都+国际'的双重属性，不仅让我们展示了技艺，吸引了国内外客 户，更为企业发展积累认知、资源和品牌势能。"郝志伟说。 同样，在此次消博会内蒙古展区，来自鄂尔多斯铜川镇的沙棘原浆汁"吸睛"无数，参观者对独特的酸爽 味赞不绝口。 参观者品鉴沙棘原浆汁。 "这是我们村集体经济打造的特色农品'天骄常青'沙棘原 ...

计算机 证券研究报告 | 行业周报 gszqdatemark 2025 06 22 年 月 日 增持资维持） 行业走势 作者 -20% 0% 20% 40% 60% 80% 2024-06 2024-10 2025-02 2025-06 计算机 沪深300 分析师 刘高畅 执业证书编号：S0680518090001 邮箱：liugaochang@gszq.com 分析师 杨然 执业证书编号：S0680518050002 邮箱：yangran@gszq.com 相关研究 1、《计算机：Coding 驱动全球 AI 应用闭环》 2025-06- 14 全球稳定币竞争加速 6 月 20 日，中国人民银行和香港金融管理局发布联合公告，中国人民银 行与香港金管局公布，将推出"跨境支付通"，人民币国际化进程会由此 迈出新一步。 香港稳定币政策快速推进、诸多领域巨头竞相角逐。诸多巨头参与香港稳 定币角逐：内地的互联网资本入围首批沙盒测试的京东；已经明确表态申 请意图的蚂蚁集团；入围首批沙盒测试的圆币创新；第四方则来自香港本 土，如渣打香港、Web3 企业安拟集团与香港电讯共同构成。1）京东：6 月 17 日，京东集团董事局 ...

每经评论员杜恒峰 近日，某银行多家分行推出针对"纯新客户"的定期存款促销活动，客户开立储蓄卡后存入超5万元、定 期3~6个月起，就能获赠LABUBU盲盒。LABUBU作为泡泡玛特热门潮玩，价值不低且抢购难度大，该 活动一经推出便在网络上引发热议。事实上，存款送礼早已不是新鲜事，从米面油等日用品，到充电宝 等小家电，再到手机、金银币等高价值产品，甚至体检套餐等服务，都曾出现在存款送礼清单中，此次 送LABUBU盲盒不过是精准契合当下热点、迎合年轻受众偏好罢了。 然而，同样在近日，媒体报道长三角某地金融监管部门下发通知，明确禁止辖内银行机构通过赠送实物 礼品、与互联网平台合作发放会员福利等方式吸收存款，并要求存在此类情况的相关产品立即暂停发 售，宣传物料同步清理下架，存量业务需在2025年底前有序退出。另有报道显示，"存款送拉布布盲 盒"活动也正处于规范整顿之中。 一边是拉存款送礼的普遍现象，一边是监管机构的严格管控，银行拉存款到底能不能送礼？这需要从两 个维度来剖析。 从银行业自身角度来看，获取存贷款利差是商业银行持续运营的根基，而吸收存款则是开展贷款业务的 先决条件，银行间的竞争首先就体现在存款争夺上。当各银 ...

Core Viewpoint - *ST Aowei has faced regulatory actions due to inaccurate information disclosure and non-operational fund occupation by major shareholders, indicating serious governance issues within the company [1][2][3]. Group 1: Regulatory Actions and Governance Issues - The company and its major shareholders have been subjected to administrative measures by the Liaoning Securities Regulatory Bureau due to fund occupation and inaccurate disclosures [1][3]. - The occupation of funds by major shareholders has reached approximately 208 million yuan, accounting for over 40% of the company's total assets and nearly 80% of its net assets as of the end of 2024 [2][3]. - Experts have indicated that such governance failures can severely damage investor confidence and disrupt market order [1][2]. Group 2: Financial Performance and Risks - *ST Aowei has reported continuous losses for three consecutive years, with a significant decline in revenue of over 70% year-on-year in the first quarter of 2024 [4][5]. - The company’s main business, metal products, accounted for nearly 90% of total revenue in 2024, but is currently facing operational shutdowns [4][5]. - The 2024 annual report indicated that both net profit and net profit excluding non-recurring items were losses, leading to a disclaimer of opinion from the auditing firm [5]. Group 3: Future Outlook and Recovery Efforts - The company plans to actively seek the recovery of occupied funds and aims to resume operations in its metal products business [6]. - Major shareholders have committed to returning all occupied funds by June 30 of this year, which is crucial for the company's operational recovery [6].

年报显示，在模拟芯片领域，公司自2012年起陆续推出多款产品，目前在24-31位超高精度ADC产品领 域处于国内领先地位。 杨金达指出，在AI与万物互联的时代，数据洪流对高速高精度信号转换提出了前所未有的需求。 据权威机构统计，2024年全球ADC市场规模已突破300亿美元，并以年均7.5%的增速持续扩张，但这一 市场长期被ADI(亚德诺)、TI(德州仪器)国际巨头垄断，高端ADC国产化率不足5%。国内高速高精度模 数转换器芯片主要得益于多种高端应用领域的持续推动，包括通信领域、国防军工、工业医疗、人工智 能等。其中，在人工智能领域，随着数据中心与云计算正向着高密度、低延迟架构加速演进，高速 ADC成为支撑其性能发展的关键器件，预计该领域ADC市场年复合增长可达20%以上，2030年国内市 场规模有望突破60亿美元。 本次公司发布的新一代战略级产品HWD12B16GA4型射频直采ADC芯片，采用4通道、12位16GSPS高速 高精度A/D转换器。资料显示，其输入模拟带宽高达10GHz，单通道最高可支持16GSPS采样速率， 8GHz以内无杂散动态范围高达60dB以上，噪声谱密度低至-154dBFS/Hz；其配 ...

Industry Overview - The offshore wind power industry is a crucial direction for clean energy development in China, with rapid growth in installed capacity and wind power generation accounting for over 12% of total energy generation this year [1] - The global offshore wind power installed capacity is expected to exceed 230 GW by 2030, with China's deep-sea projects becoming a core growth point for international cooperation [3] Market Growth - In 2024, China is projected to add 14,388 new wind turbines with a total capacity of 86.99 million kW, of which onshore wind power will account for 81.37 million kW (93.5%) and offshore wind power will account for 5.619 million kW (6.5%) [2] - The wind power installed capacity in China reached 540 million kW by the end of April, reflecting a year-on-year growth of 18.2% [6] Policy Support - Recent favorable policies have been introduced to support the wind power industry, including stable electricity pricing mechanisms, subsidies, and special funds [2][3] - The Ministry of Natural Resources and other departments aim to achieve an installed capacity of 400,000 kW for marine energy by 2030, enhancing the legal and policy framework for the industry [3] Company Developments - Several listed companies are actively positioning themselves in the wind power market, with some already entering the harvest phase [1] - In 2024, 13 new turbine manufacturing companies are expected to enter the Chinese wind power market, with the top five companies achieving installed capacities of 18.67 GW, 13.63 GW, 12.29 GW, 11.51 GW, and 9.15 GW respectively [4] - Companies in the supply chain, such as Guoji Precision Engineering and Jinlei Technology, are also expanding their production capacities and diversifying their product offerings in response to the growing demand for offshore wind power [5]