tariff turmoil

Search documents
Central Puerto: Solid Fundamentals And Limited Room For Growth
Seeking Alpha· 2025-06-26 17:50
Since my previous publication in March, Central Puerto (NYSE: CEPU ) has gone through a key phase of strategic consolidation, marked by a profound internal transformation and a macroeconomic and regulatory environment that began to align with market logic.I am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offeri ...
临阵撤“案” 泸州银行大规模定增计划或夭折
Zheng Quan Shi Bao· 2025-06-26 17:49
Core Viewpoint - Luzhou Bank's large-scale capital increase plan may be aborted due to shareholder objections, leading to the postponement of the proposal for non-public issuance of H-shares [2][3] Group 1: Capital Increase Plan - Luzhou Bank announced a plan to issue up to 1 billion new H-shares, aiming to raise at least HKD 18.5 billion [2][5] - The planned issuance was to be priced at approximately 50% of the bank's projected net asset value per share for 2024, indicating a "below net asset value" capital increase strategy [2][4][5] - The board decided to postpone the proposal to allow management to consider shareholder feedback before resubmitting it for approval [2][3] Group 2: Financial Health and Background - As of the end of last year, Luzhou Bank's total assets exceeded CNY 170 billion, with a core Tier 1 capital adequacy ratio of 8.27%, below the national average of 11% for commercial banks [3][4] - Luzhou Bank, a state-owned enterprise from Sichuan, became the first city-level bank in the western region to be listed on the Hong Kong Stock Exchange at the end of 2018 [3] - The bank's major shareholders include Luzhou Laojiao Group and the Sichuan Jiale Enterprise Group, with state-owned shares accounting for over 51% [3]
跨越内卷困局引领汽车产业高质量进阶
Zheng Quan Shi Bao· 2025-06-26 17:49
企业层面应进行三重转型:首先,企业必须聚焦核心技术的创新突破,增加研发投入,尤其是在前沿技 术领域。例如,华为每年将约20.8%的营收投入研发,累计研发投入超1.2万亿元,这种持续的创新投入 显著增强了企业的核心竞争力;其次,推动产业链生态共建,强化上下游合作,避免重复建设,提升整 体效率和协同效应。车企可以借鉴比亚迪与合作伙伴共同建设闪充桩的做法,通过整合产业链资源,避 免无效竞争,提升资源利用效率;最后,加速全球化战略布局,尤其是本土化研发,突破国际贸易壁 垒,提升全球竞争力。企业要充分利用国内外市场差异化的优势,优化产品定位,增强抗风险能力。 企业的"生存焦虑"直接诱发创新惰性。面对成本上升与股东对短期回报的苛求,研发沦为最先被压缩的 开支:原本计划投入的智能驾驶迭代资金,不得不挪用于补贴终端促销,如2024年部分车企因价格战压 力,直接削减了智能网联等关键技术研发预算;零部件供应商也因整车厂的采购压价,被迫在材料替 代、工艺简化上不断突破底线,以某核心部件为例,过去三年,Tier1供应商被迫将其成本压缩,导致 研发投入占比下降。自主创新动力的衰竭,致使汽车行业深陷"千车一面"的同质化泥潭,"价格战"沦 ...
A股十年变迁: 扬帆出海结硕果 中国智慧重塑全球产业新格局
Zheng Quan Shi Bao· 2025-06-26 17:49
在全球化进程加速与产业链重构的背景下,出海是企业提升竞争力和实现高质量发展的关键举措。近年 来,A股上市公司出海步伐显著加快。本文为《数说A股这十年》之出海篇,深入分析A股公司出海业 务的变化轨迹,并探讨其背后的原因和未来趋势。 中国品牌加速"走出去" 近年来,全球经贸格局经历深刻重构,国际产业链供应链面临重塑。在复杂多变的国际形势下,中国企 业的全球化步伐却愈加坚定。一批具有前瞻眼光的企业主动求变,破解文化鸿沟,开拓新的海外市场, 寻找新的增长空间,以更具韧性的姿态破浪前行。 据证券时报·数据宝统计,2024年有海外业务的A股上市公司数量超过3560家,数量占比达到66.37%, 两项数据均创历史新高。越来越多的上市公司积极融入全球市场,海外业务成为推动业绩增长的重要引 擎。2024年A股公司海外业务营收突破10万亿元,相比十年前增长2.8倍;2024年A股公司海外业务占总 营收的比例达到14.28%,创历史新高,与十年前相比,占比提升4.65个百分点。不仅如此,上市公司出 海业务毛利润也呈现大幅增长趋势,2024年海外业务毛利润达到1.63万亿元,相比十年前增长8.33倍; 海外业务毛利润占总体毛利润的比 ...
电商平台促销搅动市场 茅台多地经销商挺价意愿强
Zheng Quan Shi Bao· 2025-06-26 17:49
近期,适逢"618"购物节,部分电商平台对飞天茅台进行促销,引发市场对高端白酒价格体系的担忧。 针对上述情况,证券时报记者通过市场调研并与经销商交流了解到,53度500毫升飞天茅台终端实际成 交价虽略有波动,但整体保持在合理区间。 茅台经销商普遍认为,尽管白酒市场面临多重挑战,茅台终端市场价格展现出较强的稳定性,价格普遍 在2000元/瓶以上,市场根基依然稳固。 在行业调整期,市场普遍关注,作为茅台产业链重要一环的经销商,又是如何看待终端价格变化,对未 来是否有信心? 对此,孔磊表示:"作为一个加入茅台20多年的经销商,经历过国内的经济波动,我相信茅台,也会跟 随茅台风雨同舟,度过这个周期。" 价格整体平稳 进入夏季,白酒消费进入传统淡季,叠加市场供应充足等因素,茅台价格出现短期波动。 河南、广东、贵州等多地经销商向证券时报记者反馈,当前53度飞天茅台散瓶价格维持在2000—2100 元/瓶,原箱价格2100—2200元/瓶,与去年同期相比虽有所回落,但整体表现平稳。 "夏季是白酒消费淡季,叠加一些政策影响,价格短期波动是正常市场调节。目前,散瓶飞天茅台成交 价约2100元,虽较上个月略有回落,但茅台酒终端市 ...
港股机器人板块扩容高研发投入催生融资热
Zheng Quan Shi Bao· 2025-06-26 17:48
港股机器人板块的"生态圈"正在快速扩容。一方面,优必选、地平线机器人、越疆等代表公司构建起龙 头地位,另一方面,卧安机器人、云迹科技、乐动机器人等一批内地机器人企业正加速冲刺港股IPO, 此外,埃斯顿、石头科技等A股公司在积极推进A+H上市计划。 6月24日,地平线机器人公告完成再融资,募资净额为46.74亿港元。此前,优必选已多次配股融资。事 实上,机器人企业普遍呈现"高增长、高研发、暂未盈利"的特点,上市后纷纷启动再融资计划。业内认 为,尽管机器人各赛道企业的商业模式各异,但均面临"技术变现"的核心命题。 机器人企业扎堆赴港上市 2025年,港股市场正见证机器人企业的密集上市潮。 6月23日,斯坦德机器人向港交所主板提交上市申请书,争夺"工业具身智能第一股";6月22日,极智嘉 通过港交所上市聆讯,有望成为"全球仓储 AMR(自主移动机器人)第一股"。此外,仙工智能、乐动 机器人、卧安机器人、云迹科技等纷纷递交招股书。这不仅反映出机器人行业的蓬勃发展,也彰显了港 股市场对该领域的强大吸引力。 "从香港新股市场来看,今年已呈现复苏态势,投资者对机器人、人工智能等概念的关注度显著提升。 尤其在人工智能与机器人 ...
Lingerie Fighting Championships Announces Bitcoin Strategy In Advance of First UK Shows
Globenewswire· 2025-06-26 17:46
Core Insights - Lingerie Fighting Championships, Inc. (LFC) plans to add $230,000 worth of Bitcoin to its treasury within the next 30 days and aims to increase this amount to $2,000,000 over the next six months [4] - The company is set to host its first events in the UK, with LFC43: Sindependence Day 2 on July 4 in London and LFC44: Underground Knockouts on July 6 in Cardiff [5][11] - The events are expected to feature popular fighters from the US and UK, including current champions and top contenders [5][6] Financial Strategy - The addition of Bitcoin to the treasury indicates a strategic move towards cryptocurrency, potentially enhancing the company's financial flexibility and investment opportunities [4] - The planned increase in Bitcoin holdings reflects a commitment to diversifying assets and adapting to modern financial trends [4] Event Details - LFC43 is already sold out, with options for fans to watch live via pay-per-view on multiple platforms [5] - LFC44 will include several local UK fighters, showcasing the company's effort to engage with the local audience and expand its market presence [6][7] - The previous European event, LFC24, attracted nearly 5,000 fans, indicating a growing interest in LFC's unique blend of MMA and wrestling [7] Company Overview - Lingerie Fighting Championships Inc. focuses on producing mixed martial arts events featuring female fighters, targeting both live audiences and television viewers [9] - The company aims to create a distinctive sports entertainment experience, leveraging the appeal of its unique format to attract a diverse audience [9]
波司登(03998) - 2025 H2 - 电话会议演示
2025-06-26 17:38
3 3 2024/25 Annual Results June 27, 2025 Disclaimer The information contained in this presentation is intended solely for your personal reference. Such information is subject to change without notice, its accuracy is not guaranteed and it may not contain all material information concerning Bosideng International Holdings Limited (the "Company") and/or its business. The Company makes no representation regarding, and assumes no responsibility or liability for, the accuracy or completeness of, or any errors or ...
MetLife Teams Up With Sprout.ai to Advance Global Claims Automation
ZACKS· 2025-06-26 17:36
Key Takeaways MetLife partners with Sprout.ai to automate claims in the U.S., Asia and Latin America. A successful LATAM pilot showed faster claims and higher customer satisfaction for MET. The AI platform enables instant decisions while preserving empathy in the claims process.MetLife, Inc. (MET) recently announced its partnership with Sprout.ai, an insurance automation company, to automate and enhance claims processes across the United States, Asia and Latin America regions. This strategic move toward d ...
Salesforce Says AI Is Doing 30% of Its Coding and Customer Service
PYMNTS.com· 2025-06-26 17:35
Artificial intelligence is doing 30% to 50% of the work at Salesforce when it comes to engineering, coding, support and service, according to CEO Marc Benioff.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.That sh ...