在市场积蓄复苏动能的另一面，2025年以来市场并不缺乏亮眼红盘，在部分高能级市场，一些优质项目 实现了现象级的成绩。 作为龙湖高端产品线的标杆作品，5月27日重庆御湖境开盘一批次房源全面售罄，刷新了重庆年度首开 记录，并在端午期间延续了热度，3天小长假累计接待客户近500组。截至6月底，重庆御湖境已两开两 罄，累计销售达11亿元。 有观点认为，伴随着"好房子"首次被写入政府工作报告，"好房子"已经是房地产发展新模式的重要内 容，将带动产业链的优化与升级，高质量发展转型。而在6月13日召开的国务院常务会议上，"好房 伴随着上半年楼市收官，2025年以来，全国房地产市场降幅整体收窄，但市场规模与房价的回调趋势仍 未扭转。据统计局数据显示，2025年1-5月，全国房地产销售额3.41万亿元，同比下滑3.8%；全国销售 面积3.53亿平米，同比下滑2.9%，依然处于震荡筑底阶段。 中指研究院表示，上半年核心城市市场虽韧性突出，但影响新房销售的几项重要因素，居民收入、房价 预期以及市场优质供给仍然偏弱。而一些头部房企也表达出相似的体感，"购房者的信心仍在修复的过 程中"。 房财经网 6月30日，克而瑞发布2025年上半 ...

华源证券股份有限公司刘晓宁,查浩,邓思平近期对广州发展进行研究并发布了研究报告《广州市属综合能 源平台 稳增长高股息迎发展》，首次覆盖广州发展给予买入评级。 风险提示：电价下行风险；煤价上涨风险；天然气价格上涨风险；新能源项目建设不及预期 盈利预测与估值（人民币） 广州发展(600098) 投资要点： 广州市属综合能源平台，多元发展实现对冲，业绩稳定性突出。公司实控人为广州市人民政府，已形成电 力、能源物流、燃气、新能源、储能、能源金融等业务协同发展的能源产业体系。截至2024年底，公司电 力总装机10.26GW，其中煤电3.14GW、气电2.34GW、风电2.44GW、光伏2.35GW。公司业务多元协同， 除煤电外另持有大量稳定收益类资产，能够有效平滑其业绩波动。公司业绩稳健，2017年以来除火电公司 普遍大幅亏损的2021年均实现稳定增长。2024年公司实现归母净利润17.32亿元，同比增长5.73%。公司连 续26年稳定分红，多年分红比例稳定在50%左右，2024年分红比例54.67%，对应年末股息率4.21%。 聚焦大湾区火电，煤价回落后火电具备业绩弹性。公司火电机组集中在粤港澳大湾区电力负荷中心，受 ...

Company Overview - First Commonwealth Financial (FCF) is headquartered in Indiana and has experienced a price change of -3.37% this year [3] - The company currently pays a dividend of $0.14 per share, resulting in a dividend yield of 3.3%, which is higher than the Banks - Northeast industry's yield of 2.77% and the S&P 500's yield of 1.58% [3] Dividend Performance - FCF's current annualized dividend of $0.54 represents a 4.9% increase from the previous year [4] - Over the past five years, FCF has increased its dividend four times, averaging an annual increase of 4.10% [4] - The company's current payout ratio is 39%, indicating that it pays out 39% of its trailing 12-month earnings per share as dividends [4] Earnings Outlook - FCF is expected to see earnings growth this fiscal year, with the Zacks Consensus Estimate for 2025 at $1.43 per share, reflecting a 2.14% increase from the previous year [5] Investment Considerations - FCF is viewed as an attractive dividend play and a compelling investment opportunity, holding a Zacks Rank of 2 (Buy) [7]

Industry Overview - The gig economy has gained significant traction since the pandemic, redefining work by offering flexibility in hours, workload, and workspace [1][2] - The global gig economy market is projected to reach $2.15 trillion by 2033, with a compound annual growth rate of 16.2% from 2025 [4] Key Players - Lyft operates in the ride-hailing segment, providing a flexible platform for drivers to earn income through ridesharing, shared rides, and rentals [6][8] - DoorDash holds over 65% market share in the U.S. food delivery market, utilizing independent contractors for deliveries, which allows for reduced operational costs [9][10] - Uber connects passengers with drivers through its app, allowing drivers to work as independent contractors with flexible schedules [12][13] Business Models - Lyft's model allows drivers to choose their working hours and earn income on their terms, emphasizing the potential of gig-based transportation solutions [8][14] - DoorDash's business model leverages a flexible workforce to scale operations quickly, responding to fluctuating demand [11][12] - Uber's gig-based approach enables drivers to earn based on completed rides rather than a fixed salary, providing autonomy and flexibility [13][14] Investment Opportunities - Companies like Lyft, DoorDash, and Uber present compelling investment opportunities within the expanding gig economy [5][12]

Key Takeaways Terreno Realty executed an 81,000-sq-ft lease in Avenel, NJ, starting June 30, 2025. The lease with a third-party logistics provider runs through November 2030, highlighting tenant confidence. TRNO acquires, owns and operates industrial real estate in six major coastal U.S. Markets.Terreno Realty (TRNO) recently announced the execution of an 81,000 square foot lease in Avenel, NJ. The lease commenced on June 30, 2025, and is scheduled to expire in November 2030. The lessee of the agreement i ...

Core Points - Ipsos has appointed three new members to its Board of Directors: Armelle Carminati-Rabasse, Lionel Chaine, and Anne-Marie Couderc [2][4] - The Board now consists of 14 members, with an equal gender representation of 7 women and 7 men, and 67% of the directors are independent [3] - The appointments were confirmed during the Company's Annual General Meeting on May 21, 2025, and the Board met on June 20, 2025, to co-opt Anne-Marie Couderc [8] New Directors' Background - Armelle Carminati-Rabasse has a background in engineering and has held senior roles in international companies, focusing on business operations and human resources [9] - Lionel Chaine, the Chief Information Officer of Bpifrance, has extensive experience in digital strategy and IT management [9] - Anne-Marie Couderc is a lawyer and former Minister of Employment, with a history of leadership roles in major organizations, including Air France-KLM [9] Company Overview - Ipsos is a leading market research and opinion polling company, operating in 90 markets and employing nearly 20,000 people [6] - The company was founded in France in 1975 and has been listed on Euronext Paris since July 1, 1999 [8] - Ipsos aims to provide deep insights into various sectors through its diverse research methodologies [7]

证券代码：300020 证券简称：ST 银江 公告编号：2025-057 银江技术股份有限公司 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、误导性陈述或者重大遗漏。 银江技术股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日召开了 第六届董事会第二十一次会议，审议通过了《关于修订 <公司章程> 的议案》和修 订部分公司制度的相关议案。根据《中华人民共和国公司法》《上市公司章程指 引》《上市公司股东会规则》以及《深圳证券交易所创业板股票上市规则》等最 新相关法律、法规、规范性文件的规定，结合公司的实际情况，公司对《公司章 程》等公司制度中的部分条款进行了修订完善。具体情况公告如下： 下简称《公司法》）、《中华人民共和国证券法》 法》（以下简称《公司法》）、《中华人民共 和国 （以下简称《证券法》）、《上市公司章程指引》 证券法》（以下简称《证券法》）、《上市公 司章 和其他有关规定，制订本章程。 程指引》和其他有关规定，制订本章程。 第八条 总经理为公司的法定代表人。 第八条 总经理为公司的法定代表人。 担任法定代表人的总经理辞任的，视为同时辞 去法定代表人。法定代 ...

中铝国际工程股份有限公司 信息披露管理办法 第一章 总 则 第一条 为了加强中铝国际工程股份有限公司（以下简 称公司）的信息管理，确保对外信息披露工作的真实性、准 确性、完整性与及时性，保护公司、股东、债权人及其他利 益相关者的合法权益，根据《中华人民共和国公司法》（以 下简称《公司法》） 、《中华人民共和国证券法》 《上市公司信 息披露管理办法》 《上海证券交易所股票上市规则》 （以下简 称上交所上市规则）、 《香港联合交易所有限公司证券上市规 则》 （以下简称联交所上市规则） （上交所上市规则及联交所 上市规则以下统称上市地上市规则） 、《上海证券交易所上市 公司自律监管指引第 2 号—信息披露事务管理》《公司信用 类债券信息披露管理办法》（以下简称《债券信息披露管理 办法》）、 《上海证券交易所公司债券上市规则》 （以下简称《债 券上市规则》）、 《中铝国际工程股份有限公司章程》 （以下简 称《公司章程》 ），并参考中国证券监督管理委员会（以下简 称中国证监会）发布的有关政策法规中关于上市公司信息披 露的相关规定，结合本公司实际情况，制定《中铝国际工程 股份有限公司信息披露管理办法》（以下简称本办法） ...

Core Insights - Tesla has achieved its first-ever driverless car delivery, marking a significant milestone for the company amid a sales slump [1][4] - The delivery involved a Model Y SUV that autonomously drove approximately 30 minutes to reach its new owner without any human intervention [1][3] - The vehicle reached a maximum speed of 72 miles per hour and is identical to other Model Y units produced at Tesla's factory [3] Company Performance - Tesla's stock has declined over 15% since the beginning of the year, with shares down about 1% in early trading following the driverless delivery announcement [4] - The company is facing increased competition from Chinese electric vehicle manufacturers like BYD in key markets such as Europe and China [4] Technological Developments - The driverless delivery occurred shortly after the launch of Tesla's Robotaxi service in Austin, which has received mixed reviews regarding its adherence to local traffic laws [7][8] - Tesla's AI chief stated that the company randomly selected a customer for the delivery, emphasizing the vehicle's standard production quality [3] Market Potential - Elon Musk has projected that autonomous driving technology could potentially add $5 trillion to $10 trillion to Tesla's market capitalization by transforming its vehicles into a productive fleet [9] - Tesla is in direct competition with companies like Waymo in the self-driving car sector [9]

6月20日，奥迪新车型A5L开启预售，海报上的"华为乾崑智驾系统"赫然成为核心卖点。 "老牌车企+中国技术"的新组合，正悄然成为全球汽车产业的新常态。 今年以来，宝马、奔驰、斯特兰蒂斯等跨国车企加速与阿里、华为、蔚来、小米等中国企业合作，深度 采用中国技术，助力自身智能化、电动化转型。 这一热潮，与十多年前中国汽车工业依赖外资技术的局面形成鲜明反差。如今，全球车企对中国技术的 需求更深、更广，将"中国方案"纳入其未来图景。 汽车技术发展的"方向盘"，为何到了中国车企手中？ 全球汽车技术主导权，正加速完成一场"自西向东"的迁移。 6月12日，小鹏汽车宣布自主研发出性能超越英伟达的自动驾驶芯片，大众集团等有望成为首批客户。 相比之下，老牌车企在燃油车时代构筑起的技术壁垒——如发动机、变速箱，在智能化与电动化浪潮中 迅速"贬值"。 "比如德国车企一直积极尝试用信息技术赋能传统制造业，但受制于现有体系，效果并不太好"，复旦大 学经济学院世界经济研究所教授丁纯向三里河表示，"这也是大型企业转型中的阵痛。" 与此同时，中国车企依靠十余年的持续投入，在智能驾驶、数字座舱、动力电池等领域，逐步建立起新 技术护城河。 在动力电 ...