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特斯拉增长最快的业务熄火了!
Hua Er Jie Jian Wen· 2025-07-03 10:19
Group 1 - Tesla's energy storage business, once a strong growth area, has experienced a decline in installation for two consecutive quarters, with total installations dropping to 9.6 GWh in Q2, down 0.8 GWh from Q1 and below the peak of 11 GWh in Q4 of the previous year [1] - Revenue from Tesla's energy storage and solar business has significantly increased from $2 billion in 2020 to $10.1 billion last year, indicating rapid growth prior to the recent downturn [1] - The overall performance of Tesla is now facing new challenges due to the slowdown in battery storage deployment, which raises concerns about the company's future growth prospects [1] Group 2 - The global energy storage market saw a record high in new installations in Q1, with a year-on-year increase of 57%, but analysts warn that this growth may not be sustainable due to two main challenges: tariff pressures and policy support uncertainties [3] - Tariff barriers imposed by the U.S. on imported batteries and components could impact the economic viability of storage projects [3] - Uncertainties surrounding policy support, particularly the potential repeal of key provisions in the Inflation Reduction Act, may hinder the growth of the energy storage sector [3][4]
“互联网+回收” 助力绿色低碳生活
Qi Lu Wan Bao· 2025-07-03 10:19
据介绍,胶州市中云街道街道是率先投入使用智能回收机的区域。下午2点,居民吴女士拎着家里废弃的塑料瓶和快递包装盒下来到小区的"爱回收"智能回 收机前。手机微信扫码之后,回收机仓门自动开启,投入可回收物,智能系统自动称出重量。对于这种回收模式,吴女士十分满意,她说,"这个机器全天 都可以投递,各种类的可回收物可以放在一起投,自动称重也很方便。""爱回收"胶州市拓展经理温鑫告诉记者,"目前,在胶州市我们所有可回收物扫码投 递的回收价格为0.6元/公斤,投递满1元就能提现到微信零钱。" 近日,青岛胶州市首批智能回收机在中云街道融城响堂小区投入运营,居民可以自行投递生活垃圾中的可回收物,并根据投递重量获得一定金额奖励。这批 智能回收机使用情况怎样?"互联网+回收"效果如何? 据了解,居民投递的可回收物被清运到末端集散场后,将按照不同品类精细分拣,之后进入相应的回收再生产工厂进行再生处理,最终"变废为宝"。"以我 们回收的塑料瓶为例,经过再生处理后,可以做成雨伞、T恤衫、手提袋等各种物品。"王宪忠介绍,"通过把可回收物从生活垃圾里分离出来,可以实现1/3 以上的垃圾减量,让这些再生资源免于和其他垃圾一起被焚烧填埋,让它们 ...
广信科技换手率30.09%,龙虎榜上榜营业部合计净卖出2594.59万元
Group 1 - Guangxin Technology (920037) experienced a significant increase of 13.12% in stock price, with a trading volume turnover rate of 30.09% and a total transaction amount of 657 million yuan, indicating high market activity [2] - The stock was listed on the North Exchange's watchlist due to its turnover rate reaching 30.09%, with a net selling amount of 25.95 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 131 million yuan, with a buying amount of 52.68 million yuan and a selling amount of 78.63 million yuan, resulting in a net selling of 25.95 million yuan [2] Group 2 - The largest buying brokerage was Dongfang Caifu Securities, which purchased 9.12 million yuan, while the largest selling brokerage was Wanhua Securities, which sold 17.30 million yuan [2] - Detailed trading data shows the top five buying and selling brokerages, with significant amounts traded by various firms, indicating active participation in the stock [2] - The trading activity on July 3 reflects a mixed sentiment among investors, with notable buying and selling pressures observed [2]
工智退龙虎榜:营业部净买入158.96万元
证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交851.73万元,其中,买入成交额为505.34 万元,卖出成交额为346.39万元,合计净买入158.96万元。 具体来看,今日上榜营业部中,第一大买入营业部为广发证券股份有限公司韶关曲江证券营业部,买入 金额为144.37万元,第一大卖出营业部为华西证券股份有限公司石家庄自强路证券营业部,卖出金额为 134.20万元。 工智退今日涨停,全天换手率6.06%,成交额1133.24万元,振幅8.70%。龙虎榜数据显示,营业部席位 合计净买入158.96万元。 深交所公开信息显示,当日该股因退市整理上榜,营业部席位合计净买入158.96万元。 工智退7月3日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额(万元) | 卖出金额(万元) | | --- | --- | --- | --- | | 买一 | 广发证券股份有限公司韶关曲江证券营业部 | 144.37 | 0.00 | | 买二 | 华泰证券股份有限公司青岛香港西路证券营业部 | 130.63 | 0.00 | | 买三 | 中国中金财富证券有限公司广州科学大道证券营业部 | 120. ...
信贸链开源产业操作系统发布,共筑数字贸易“新基建”
据悉,信贸链的国际认可度不断提升,目前,信贸链已接入200余家服务机构,1.2万家货主企业,处理 贸易量超2000万笔,这一规模的生态体系为企业提供了一个广阔的合作平台。信贸链已和新加坡资讯通 信媒体发展局开发的TradeTrust实现对接融合,让电子提单和其他用于验证、溯源、货权转让的数字贸 易文件,在船东、货主、银行等参与方间高效安全流转。 7月3日,数字经济出海国际合作论坛在2025全球数字经济大会上举办,信贸链开源产业操作系统在现场 正式向社会发布,这一系统将为贸易主体提供全面的数字化转型服务,加速传统贸易的数字化进程,是 全球数字贸易发展的重要里程碑。 可信贸易协作网络(简称信贸链)由慧贸天下(北京)科技有限公司发起,是基于区块链技术构建的全 球贸易互操作协议,通过分布式可信协作网络推动传统贸易向数字贸易转型升级。此次发布的信贸链开 源产业操作系统是慧贸天下基于信贸链协议,利用区块链、AI技术打造的支持全链路贸易运营的数字 底座。利用该产业操作系统接入信贸链,贸易主体可轻松与上下游伙伴进行无缝协作,实现从营销、物 流、通关到结算等贸易全环节的数智化,从而实现从传统贸易向数字贸易的全面升级。 慧贸天下 ...
行进中国|LED 光链 点亮太行新坐标
Ren Min Wang· 2025-07-03 10:17
(责编:安霄雨、桑莉媛) 这场产能"加速度"背后,是坚实的技术底座。自2020年投入近亿元组建研发团队以来,高科华烨相继攻 克超微间距显示关键技术,率先实现0.47毫米MLED产品的规模化量产。方寸之间的精进突破,为终端 显示效果带来了质的飞跃。 高科华烨由传统资源型企业转型,深耕十余年构建起LED全产业链,凭借技术与集群优势跻身全国最大 LED封装及显示基地之列,并吸引深莞核心供应商落户长治,实现关键材料本地化配套。作为全国首批 产业转型升级示范区,长治将LED列为战略性新兴支柱产业,集聚近40家相关企业,产值占全省95%以 上;依托国家级检测平台,该市持续推进"延链补链强链",剑指"全国LED产业之都"。(刘红、马立 明、桑莉媛、麻潞、武笑、卢鹏宇、董童、张超宁、马梦迪) 0:00 仲夏的长治,高科华烨集团MLED万级洁净车间里,一片书本大小的COB基板上竟整齐排列着86400颗 显示芯片,像素间距仅为发丝直径的七分之一。指尖轻触,表面丝滑细腻,毫无颗粒感——这0.47毫米 超微间距MLED显示屏,正是高科华烨自主突破的核心技术成果。 面对持续攀升的市场需求,高科华烨于去年11月果断启动封装产能大幅扩张。 ...
康方重磅新药完成首例受试者入组!T+0交易的恒生生物科技ETF(513280)收涨3.5%!政策重磅利好,商保目录落地打开支付空间
Xin Lang Cai Jing· 2025-07-03 10:17
今日(7.3),创新药再度大涨。可T+0交易的恒生生物科技ETF(513280)收涨3.5%,近5日有3日获资金净流入,是同指数ETF中唯一 年内份额实现正增长的ETF!A股创新药板块,生物药ETF(159839)也收涨1.72%! 截至收盘,恒生生物科技ETF(513280)标的指数成分股多数飘红:康方生物涨超14%,信达生物涨超6%,石药集团、三生制药涨超 3%,百济神州、中国生物制药涨超2%,药明生物微涨。 消息面上,康方生物7月3日早间宣布,自主研发的首个双抗ADC药物(抗体偶联药物)AK146D1(Trop2/Nectin4ADC),治疗晚期实体 瘤的Ia期临床研究完成首例受试者入组。康方生物总市值约950亿港元,距离千亿市值仅"一步之遥"。 AK146D1是康方生物首个进入临床阶段的双抗ADC药物。目前,该药已成功获得美国食品药品监督管理局(FDA)、澳大利亚药品管 理局(TGA)和国家药品监督管理局批准开展临床试验。据介绍,Trop2和Nectin4是极具潜力的肿瘤靶点。目前全球已有靶向Trop2或 Nectin4的单靶点ADC获批上市,但尚无同时靶向Trop2或Nectin4的双抗ADC药物获 ...
开放重塑增长 第十一届中欧“欧洲论坛”举办
Bei Ke Cai Jing· 2025-07-03 10:13
巴黎大区工商会会长Dominique Restino在欢迎辞中表示:"在价值链重组、可持续发展挑战加剧、经济主权日益受到重视等诸多快速变革下,法中关 系正开启全新篇章。法国企业亟须顺应时代变局,而中国是诸多领域至关重要的战略要地,也是法国企业的重要市场——对法国优势产业企业而言更 是如此。" 第十一届中欧"欧洲论坛"现场。 2025年正值中欧建交50周年重要节点,中法两国作为东西方文明对话的典范,正以开放为锚点,深化战略协同,探索重塑增长的重心。本次论坛 以"不确定时代:开放重塑增长"为主题,特邀中法两国政商学界重磅嘉宾共同探讨两国如何实现优势互补、双方产业如何在不确定时代实现可持续增 长等关键议题。 新京报贝壳财经讯(记者丁爽)"在地缘政治和全球经济充满不确定性的时代,唯有'开放'才能在不确定中创造确定性。时值中欧建交50周年之际, 中国和欧洲作为全球两大力量、两大市场、两大文明,可为当前不确定性的时代注入更多的确定性。"6月30日,第十一届中欧国际工商学院"欧洲论 坛"在巴黎举办,论坛致辞环节,中欧国际工商学院院长汪泓表示。 法国前外交部长于贝尔·韦德里纳(Hubert Vedrine)则在主旨演讲中指出 ...
Unum: Another Key Milestone Supports Ongoing Multiple Expansion
Seeking Alpha· 2025-07-03 10:12
Core Viewpoint - Unum Group's shares have increased by approximately 60% over the past year due to strong performance in its growth businesses and reduced concerns regarding its legacy insurance policies [1] Group 1: Company Performance - Unum Group closed a significant transaction on July 1st, indicating active management and strategic positioning [1] - The company's growth businesses are performing well, contributing to the overall positive stock performance [1] Group 2: Market Sentiment - Fears surrounding Unum Group's legacy, toxic insurance policies have lessened, which has positively impacted investor sentiment [1]
Incyte: New CEO Brings A New Possible Outcome
Seeking Alpha· 2025-07-03 10:11
Incyte Corporation (NASDAQ: INCY ) is a commercial-stage healthcare company. Recently, the company announced the appointment of Bill Meury as its new CEO. This decision could be interpreted as a pivot in the strategy of the company. Indeed, Mr. Meury has a strong trackAt ELAM1, we empower financial professionals and investors with the scientific and clinical expertise required to navigate the complexities of the healthcare sector. By bridging the gap between cutting-edge science and financial strategy, we h ...