证券代码：002792 证券简称：通宇通讯 编号：2025-005 1、简单介绍公司参加 2025 MWC 上海展情况？ 答：在 2025 MWC 上海展上，公司以"智联无界，全域融合" 为参展主题，携星地互联通信解决方案、MacroWiFi 、绿色天线、 智简 Massive MIMO 天线以及低空通信基石解决方案等五大核心技 术，全方位展示公司在通信技术研发与应用领域的卓越成果与行业 引领能力。 在本次展会上，公司重点展出了星地互联通信解决方案，覆盖 地面站终端、星上载荷及终端应用核心领域。该方案融合低轨（LEO） 与高轨（GEO）卫星技术，搭配自主研发高性能地面终端，具备全 空域覆盖、多卫星快速切换、高效能低功耗特性，适配低空无人机、 车载移动等动态场景，实现无缝网络覆盖，有效突破传统通信在偏 远地区、海洋、航空等场景的覆盖盲区，为低空经济、应急通信等 提供可靠支撑。目前，该技术已成功应用于我国卫星互联网试验星， 并进入国际主流运营商供应链体系。 2、公司 MacroWiFi 产品介绍及业务拓展情况？ 答：MacroWiFi 是公司针对户外复杂场景的网络通信痛点，特 别研发的一款产品。该产品采用高增益双 ...

ARCHROCK, INC. February 2024 Forward-Looking Statements All statements in this presentation (and oral statements made regarding the subjects of this presentation) other than historical facts are forward–looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. These forward–looking statements rely on a number of assumptions concerning future events and are subject to a number of uncertainties and factors that could cause actual results to differ materially from ...

#热点观察家# 中国一出手管控稀土，全球企业可炸开了锅！美国军工巨头洛克希德·马丁急得直跳脚，特斯拉的超级工厂差点停摆，连印度汽车行业都传出库存耗尽的消 息。这场没有硝烟的战争，让全世界都看清了中国稀土的"硬核实力"。 那么问题就来了，既然稀土这么重要，现在把稀土挖光了，子孙后代怎么办？能不能只输出提炼技术不开采稀土呢？我觉得咱们现在必须居安思危，现在如 果不留一手，将来难免会让子孙后代背锅啊！ 先来看看这波管控对全球企业的冲击，今年4月4号，商务部一纸公告直接卡住了7类中重稀土的出口。这些元素可都是"工业维生素"里的精华，美国F-35战 斗机的雷达系统，特斯拉电动车的永磁电机，就连欧洲海上风电项目的涡轮机都得大量使用稀土。更绝的是，中国不仅控制开采，还垄断了全球93%的稀土 深加工能力。就像美国《华尔街日报》说的，就算其他国家挖到稀土矿，最后还得乖乖送到中国来加工。 这招"精准打击"直接戳中了美国的七寸，美国70%的稀土化合物进口来自中国，超1000种武器系统的供应链依赖中国供应商。最惨的是洛克希德·马丁，他 们生产的"爱国者"导弹和F-35战斗机，有87%的关键部件供应链都在中国。现在中国收紧出口，美国国 ...

赛事经济成为消费升级的"流量密码"。2025年一季度，全国体育娱乐用品类销售总额同比增长14.2%，远超社会消费品零售总额增速，印证了体育消费的爆 发力。以马拉松赛事为例，2025年3月全国举办32场赛事，参赛人数超42万，其中无锡马拉松直接带动周边产业效益5.05亿元，武汉马拉松吸引7万人次外地 跑者，消费总额近3亿元。赛事与城市文旅的深度绑定更催生"跟着赛事去旅行"新风尚——武汉马拉松串联20余处樱花打卡点，赛事期间赏花景区门票预订 量环比增长超5倍，赛道周边酒店预订量暴涨364%，赛事经济正从单一竞技场延伸为城市形象与消费场景的双重载体。 制造端与消费端的双向奔赴，则构建起体育产业的全链条生态。山东宁津作为全国最大商用健身器材生产基地，已形成"半小时配套圈"，产品占据国内70% 以上市场份额并远销170多个国家。而北京首钢园的改造堪称城市更新的典范：滑雪大跳台增设攀岩、滑道项目，冷却塔变身下沉式篮球公园，工业遗存与 运动场景的碰撞吸引大量运动爱好者。这种"旧瓶装新酒"的模式不仅盘活存量资产，更创造出日均客流量超千人的新型消费空间。 随着全民健身热潮席卷全国，体育产业正以多业态融合之势重塑消费生态，成为激 ...

5月登记私人住宅楼花按揭371宗，按月下跌93宗或20.0%。数字连跌2个月，累跌47.3%，创2024年12月 后近5个月新低。登记量较多的项目，汇都2期、皇都、黄金海湾2期珀岸等。 5月登记居屋、夹屋、租置计划按揭合约751宗，按月急升315宗或72.2%，为3个月高位。因为新居屋西 贡安秀苑及屯门兆翠苑陆续入伙承造按揭推高数字。 智通财经APP获悉，中原地产研究部高级联席董事杨明仪指出，2025年5月登记二手私人住宅现楼按揭 合约1356宗，按月轻微增加61宗或4.7%。新年后，买家恢复入市意欲，二手成交回升，按揭需求开始 逐渐增多。预期6月数字升至约1500宗水平，第二季将约有4100宗，料按季下跌15%。2月底财案放宽印 花税措施，港股造好重上24000点，拆息显著下跌，但贸易政策未明朗，二手楼市持续拉锯，对按揭的 需求将于第三季数字中反映。 2025年5月登记楼宇按揭合约(不包括楼花)4920宗，连跌2个月后回升，为近3个月高位。中银香港 (02388)承办的合约有1422宗，占28.9%；汇丰银行1005宗，占20.4%；恒生银行(00011)624宗，占 12.7%；工银亚洲410宗，占8.3 ...

Core Insights - High Wire Networks has expanded its strategic alliance with Fluency Security to enhance Overwatch's AI-driven SIEM and XDR capabilities, aiming for faster threat detection and smarter responses for MSP partners and their customers [1][3][6] Company Overview - High Wire Networks is a leading global provider of managed cybersecurity and IT enablement solutions, serving over 1,100 managed security customers worldwide through more than 200 channel partners [8][9] - The company has been recognized as a Top 15 Managed Security Service Provider in the Americas for 2024 by Frost & Sullivan and has made it to CRN's MSP 500 and Elite 150 lists for 2023 and 2024 [9] Strategic Developments - The integration of Fluency's next-generation platform into High Wire's Overwatch suite enhances the commitment to hyper-automated, intelligence-led threat defense for managed service providers [2][3] - The collaboration aims to reduce alert fatigue, minimize false positives, and provide contextual insights rapidly, thereby improving operational excellence for partners [5][6] Technological Advancements - Fluency Security's cloud-native design allows for faster data processing and intelligent action, which is crucial for MSP partners to protect clients effectively [4][5] - The combined capabilities of Fluency and Overwatch set a new benchmark for AI-native managed detection and response, addressing the industry's demand for quicker responses and smarter automation [7]

从中证港股通科技指数持仓的市场板块来看，香港证券交易所占比100.00%。 资料显示，中证港股通科技指数的样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第 二个星期五的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相 同。在下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。如果香港市 场新上市证券市值在指数样本股中排名前十，将在其进入港股通后的第十一个交易日快速进入指数。当 样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护 细则处理。当港股通范围发生变动导致样本不再满足互联互通资格时，指数将进行调整。 跟踪港股通科技的公募基金包括：景顺长城中证港股通科技联接C、景顺长城中证港股通科技联接A、 华泰柏瑞中证港股通科技ETF、海富通中证港股通科技联接A、兴银中证港股通科技ETF、国泰中证港 股通科技ETF、海富通中证港股通科技ETF、海富通中证港股通科技联接C、鹏华中证港股通科技ETF、 国泰中证港股通科技联接A等。 本文源自：金融界 金融界6月24日消息，上证指数低开高走，中证港股通科技指数 (港股通科 ...

Core Viewpoint - GeneDx Holdings Corp. (WGS) shares experienced a significant increase of 19% in the last trading session, closing at $79.71, driven by strong trading volume and investor optimism regarding its strategic collaboration with Galatea Bio [1][2]. Company Performance - GeneDx is expected to report quarterly earnings of $0.09 per share, reflecting a year-over-year increase of 181.8%. Revenue projections stand at $84.7 million, which is a 20.1% increase compared to the same quarter last year [3]. - The consensus EPS estimate for GeneDx has remained unchanged over the past 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4]. Industry Context - GeneDx operates within the Zacks Medical Services industry, where another company, Progyny (PGNY), closed the last trading session down by 0.9% at $20.79, with a monthly return of 2.2% [4]. - Progyny's consensus EPS estimate for its upcoming report is $0.42, which represents a decrease of 2.3% from the previous year, and it also holds a Zacks Rank of 3 (Hold) [5].

Core Insights - The geopolitical conflict in the Middle East, particularly between Israel and Iran, has escalated with the U.S. entering the war, which may create opportunities for defense and energy sector stocks [1][2] Company Overview - C3.ai Inc. is a mid-cap enterprise AI software provider specializing in applications such as predictive maintenance and generative AI tools [2] - The company has established partnerships with major cloud providers including Microsoft, Alphabet, and Amazon [5] Positive Catalysts - In FY 2025, C3.ai secured over 30% of its contracts from government entities, notably the U.S. Air Force, which extended its contract in May [3][9] - The company generated more than 20% of its FY 2025 bookings from oil and energy companies, with significant contracts from Baker Hughes, Exxon Mobil, and Shell [4][9] Market Position and Competition - C3.ai is positioned as a pure-play enterprise AI software company, focusing on actionable AI deployment rather than hardware [6] - The competitive landscape includes notable players like Palantir Technologies and Snowflake, with C3.ai facing challenges as these competitors evolve their offerings [7] Valuation and Stock Performance - C3.ai's stock price experienced a negative return of 32% year-to-date in 2025, but has recently increased by 3.8% [8] - Brokerage firms project a 27.5% price upside for C3.ai shares in the short term, with a target price range of $18-$50, indicating a potential upside of 113.6% [10][11] Financial Projections - The expected revenue and earnings growth rates for C3.ai are 20.1% and 9.8%, respectively, for the current year ending April 2026 [10] - The Zacks Consensus Estimate for current-year earnings has improved by 21.3% over the last 30 days, with the company delivering positive earnings surprises in the last four quarters [10]

Core Insights - Newmont Corporation (NEM) is strategically reshaping its portfolio by divesting non-core assets to focus on Tier-1 operations, completing its divestiture program in April 2025 with significant cash proceeds [1][2] - The total gross proceeds from divestitures are projected to reach $4.3 billion, which includes $3.8 billion from non-core divestitures and $527 million from other investments [1][7] - The divestments have led to a $1 billion reduction in gross debt and a record first-quarter free cash flow of $1.2 billion, enhancing the company's financial position [2][7] Financial Performance - NEM's shares have increased by 59.8% year to date, outperforming the Zacks Mining – Gold industry's rise of 54.4%, primarily due to a rally in gold prices [6] - The earnings per share (EPS) estimates for NEM indicate a projected growth of 20.1% year over year in 2025, with estimates trending higher over the past 60 days [7][9] Competitive Landscape - Other companies in the industry, such as Barrick Mining Corporation and Kinross Gold Corporation, have also divested non-core assets to focus on Tier-1 operations, indicating a broader trend in the mining sector [4][5] - Barrick has completed several divestitures, including the sale of its 50% interest in the Donlin Gold Project, while Kinross has streamlined its portfolio by selling Russian assets and interests in Ghana [4][5] Valuation Metrics - NEM is currently trading at a forward 12-month earnings multiple of 13.46, which is approximately 3.6% lower than the industry average of 13.96 [8] - The company holds a Value Score of B, reflecting its competitive positioning in the market [8]