你手机里藏着国家的腰杆？没错！就是那指甲盖大的芯片零件，新能源汽车里的电池，甚至高铁轨道的耐 磨涂层——全靠"稀土"这玩意儿撑着。可几十年前，咱中国的稀土是论吨甩卖的"土坷垃"，外国人拉回去 提纯，转手就按克卖成"软黄金"，价差能翻上万倍！这窝囊气，全靠一个戴眼镜的绍兴老头给咱挣回来了 ——他就是被称作"中国稀土之父"的徐光宪。今天咱就唠唠，这老头到底凭啥让中国稀土从"白菜价"逆袭 成"全球香饽饽"，他那套"数学魔法"又藏着多少中国人的骨气。 一、稀土不是"土"，是被当"白菜"卖的"金疙瘩" 先得说清楚，"稀土"这名字就透着一股子误会。它不是稀有到挖不着的"土"，地球上到处都有，跟铁矿、 煤矿似的，算不上多金贵。但它难就难在"分家"——一堆稀土元素混在一起，就像把盐、糖、味精、花椒 面全撒进一个盆里，你要把它们一颗颗分开，还得保证每样都纯得能当药吃，这活儿别说几十年前，现在 都是技术活。 可那会儿中国不懂啊！上世纪五六十年代，咱刚建国，工业底子薄得像张纸，别说分离稀土，连像样的实 验室都凑不齐。国外呢？美国、日本、欧洲早就摸透了稀土的脾气，知道这玩意儿是宝贝——导弹的制导 系统要它，雷达的天线要它，战斗机的发 ...

截至2025年6月27日收盘，思科瑞(688053)报收于30.5元，下跌2.77%，换手率6.36%，成交量2.75万手， 成交额8600.97万元。 交易信息汇总 交易信息汇总：6月27日主力资金净流出783.88万元，占总成交额9.11%。 公司公告汇总：思科瑞拟向长鹰恒容增资人民币5210万元，增资完成后持有51.028%股权，双方 将在90日内完成尽职调查等工作。 6月27日，思科瑞的资金流向情况如下：- 主力资金净流出783.88万元，占总成交额9.11%；- 游资资金净 流入723.04万元，占总成交额8.41%；- 散户资金净流入60.84万元，占总成交额0.71%。 成都思科瑞微电子股份有限公司与北京长鹰恒容电磁科技有限公司签署了增资扩股意向协议。主要内容 如下：- 思科瑞拟向长鹰恒容增资人民币5210万元，增资完成后，思科瑞将持有长鹰恒容51.028%的股 权。- 本次增资预计不构成重大资产重组，也不构成关联交易。- 长鹰恒容的注册资本为5000万元，经 营范围涵盖技术开发、技术服务、工程研究等领域。- 增资资金将主要用于技术研发、市场拓展、生产 设备升级等方面。- 双方计划在协议签署后的 ...

截至2025年6月27日收盘，德科立(688205)报收于62.99元，上涨4.46%，换手率10.74%，成交量9.59万 手，成交额5.91亿元。 当日关注点 交易信息汇总 公司章程修正案 无锡市德科立光电子技术股份有限公司第二届董事会第十三次会议于2025年6月27日召开，应参加董事9 名，实际参加董事9名，会议由董事长桂桑先生主持，符合《公司法》等法律法规和《公司章程》的规 定。会议审议通过了《关于变更注册资本及修订并办理工商变更登记的议案》，具体内容详见公司同日 在上海证券交易所网站披露的相关公告（公告编号：2025-026）及《无锡市德科立光电子技术股份有限 公司章程修正案》。表决结果为9票同意，0票反对，0票弃权。本议案无需提交股东会审议。 公司于2025年6月9日召开第二届董事会第十二次会议和第二届监事会第十二次会议，审议通过了关于 2023年限制性股票激励计划首次授予部分第一个归属期符合归属条件的议案。根据公证天业会计师事务 所出具的验资报告，截至2025年6月16日，公司已收到322名限制性股票激励对象缴纳的认购款合计人民 币20974834.40元，其中计入股本人民币1124656.00 ...

截至2025年6月27日收盘，创元科技(000551)报收于12.73元，上涨0.63%，换手率1.02%，成交量4.1万 手，成交额5223.37万元。 董秘最新回复 投资者： 公司是否等江苏银行分红后公司才转增分红？ 本次利润分配及资本公积金转增股本方案已获2025年5月29日召开的2024年年度股东大会审议通过。分 红前公司总股本为403,944,205股，分红后增至484,733,046股。股权登记日为2025年7月3日，除权除息日 为2025年7月4日。本次分派对象为截至2025年7月3日下午深圳证券交易所收市后在中国结算深圳分公司 登记在册的全体股东。本次所转股于2025年7月4日直接记入股东证券账户，A股股东现金红利也将于同 日通过股东托管证券公司直接划入其资金账户。咨询机构为公司董事会秘书处，咨询地址为江苏省苏州 工业园区苏桐路37号，咨询电话为0512-68241551。 董秘： 尊敬的投资者，您好！感谢您对公司的关心。公司2024年年度权益分派实施情况详见2025年6月 27日刊载于《证券时报》及巨潮资讯网（http://www.cninfo.com.cn）上的公司《2024年年度权益分派 ...

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a free two-week trial for potential investors to explore exclusive income-focused portfolios [1] Group 2 - The article emphasizes the value investing approach, highlighting that lower stock prices can create opportunities for acquiring more shares at favorable prices [2] - The author expresses a personal opinion on the benefits of investing in quality stocks during price declines [2]

Core Insights - Mastercard is a leading corporate giant with a market cap of nearly $500 billion, ranking as the 16th-largest American company by market cap, surpassing major financial institutions like Bank of America and American Express [1] Business Model - Mastercard operates a payment processing business model, acting as a middleman that facilitates transactions between merchants, cardholders, and card-issuing institutions, charging fees for network usage [3] - The company generated $29 billion in revenue over the last 12 months, reflecting a 12% increase from $26 billion the previous year, driven by growing global payment volumes and a shift towards cashless transactions, particularly in emerging markets [4] Financial Performance - Mastercard's operating margin has improved from 53% to 58% over the last decade, with net income rising from $3.7 billion to over $13.1 billion, benefiting from economies of scale [5] - The stock has delivered a total return of 518% over the past 10 years, significantly outperforming the S&P 500's total return of 246% during the same period [7] Shareholder Value Initiatives - The company pays a quarterly dividend of $0.76 per share, yielding 0.55%, and has announced a $12 billion share repurchase plan to enhance shareholder value by reducing outstanding shares [8] - Mastercard generated $14.3 billion in free cash flow over the last 12 months, equating to $15.53 per share, supporting its dividend and buyback initiatives [9]

如何逆袭？ 从一家乡镇小厂到国际高端装备知名企业，巨轮智能装备股份有限公司（以下简称:巨轮智能)的发展历程折射出中国制造业的崛起之路。 从乡镇小厂变成国际高端装备名企 6月29日，南都记者跟随"2025年活力中国调研行"广东主题采访活动走进巨轮智能产业园，近距离探访这家企业的成长密码，深入了解其在装备制造领域的 崛起之路。 时代的车轮碾过，巨轮智能历练32年，现已跻身行业翘楚，成为国际高端装备知名企业。如今，巨轮智能从产品投资到产业投资再到战略投资，形成了"三 个五"的国际化经营格局，即拥有五大业态，分别是子午线轮胎模具、高精度液压硫化机、五轴数控机床、工业机器人、智能物流，产品远销欧美亚多个国 家。 巨轮智能董事谢创鸿描述，上世纪90年代，巨轮智能起步于当地的一家小型石材机械和农用机械工厂，后来创始人敏锐地察觉到中国汽车行业的发展潜力， 特别是在轮胎模具领域。"公司的第一个重大转折点是在90年代至2000年，公司创始人瞄准了轮胎模具，当时基本是国外去做的，于是决定专注于制造轮胎 模具代替进口。" "当时，刚做起来就迎来了轮胎行业的爆发期。" 谢创鸿称。2004年，伴随着市场带来的机遇和挑战，巨轮智能从一家装 ...

Core Viewpoint - ExxonMobil is a significant player in the American energy sector with a market cap of nearly $500 billion, but its stock performance has lagged behind the S&P 500 in recent years [1][11]. Group 1: Bull Case for ExxonMobil - The company benefits from global scale and diversification, operating in numerous countries including Indonesia, Guyana, and Qatar [3]. - ExxonMobil has diversified revenue streams, with both upstream operations focused on energy exploration and downstream divisions refining and selling various products [4]. - The company generated $340 billion in revenue over the last 12 months, highlighting its importance to the global economy [5]. - Financially, ExxonMobil reported $33 billion in net income and $28 billion in free cash flow, supporting a $20 billion annual share buyback program and $17 billion in annual dividends [6]. Group 2: Bear Case for ExxonMobil - The energy sector is inherently risky due to volatile commodity prices, complicating growth and investment strategies [7]. - Geopolitical risks are significant, as the company's global operations expose it to potential conflicts, political instability, and natural disasters [8]. - ExxonMobil's stock has underperformed compared to the S&P 500, with a total return of 100% since 2015, compared to over 246% for the index [9][11]. - The stock's total return has been heavily reliant on dividend payments, with a current quarterly dividend of $0.99 per share, yielding 3.6% [11].

Core Viewpoint - Brookfield Asset Management is positioned as an attractive dividend growth stock with a projected 3.1% yield and a 15% annual dividend growth rate through the end of the decade [1][4]. Company Overview - Brookfield Asset Management is a large Canadian asset manager with a historical focus on infrastructure and a broad global investment universe, recently expanding into bond management and private equity [1][3]. Business Platforms - The company operates across five platforms: renewable power, infrastructure, real estate, credit, and private equity, aiming to benefit from long-term trends such as clean energy, digitalization, and de-globalization [3]. Growth Targets - Brookfield aims to increase its fee-bearing assets from $550 billion to $1.1 trillion by the end of the decade, which is expected to drive higher revenues and earnings [3][4]. Dividend Projections - If Brookfield meets its dividend growth goal, the quarterly dividend could rise from $0.44 to $0.88 by 2030, potentially increasing the yield from 3.1% to 6.3% if the stock price remains stable [5][6]. - In a scenario where the dividend continues to grow at 15% until 2035, the quarterly dividend could reach $1.77, suggesting a yield of 12.6% and a stock price of $224 if the yield remains at 3.1% [6]. Alternative Growth Scenario - If dividend growth slows to 7.5% from 2031 to 2035, the quarterly dividend would be $1.26, resulting in a yield of 9% and a stock price of approximately $160, still indicating an attractive investment [6]. Execution Dependency - The future performance of Brookfield Asset Management is highly dependent on its execution capabilities and market conditions, but achieving its goals could make it a compelling investment over the next decade [7].

金十数据6月30日讯，当地时间6月29日，苏丹矿产资源公司发表声明说，该公司位于苏丹东北部红海州 的一座金矿本周末发生坍塌事故，造成11名矿工遇难，另有7人受伤。声明说，苏丹矿产资源公司在事 故发生前已停止在这座金矿的开采工作，并再次警告非法矿工不要在该金矿进行开采。红海州地方组织 28日曾发表声明表示，该州一座金矿发生坍塌事故，造成至少50名矿工遇难。 苏丹一金矿发生坍塌事故 11名矿工遇难 ...