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恒誉环保(688309)每日收评(07-03)
He Xun Cai Jing· 2025-07-03 08:44
恒誉环保688309 时间: 2025年7月3日星期四 68.86分综合得分 较强 趋势方向 主力成本分析 18.26 元 当日主力成本 17.97 元 5日主力成本 17.28 元 20日主力成本 16.12 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 次 技术面分析 18.33 短期压力位 17.22 短期支撑位 18.33 中期压力位 0次 跌停 0 16.10 中期支撑位 目前短线趋势不慎明朗,静待主力资金选择方向; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月03日的资金流向数据方面 | 主力资金净流入188.38万元 | | --- | | 占总成交额8% | | 超大单净流入0.00元 | | 大单净流入188.38万元 | | 散户资金净流出3.92万 | 关联行业/概念板块 环保行业 0.49%、节能环保 0.52%、微盘股 0.62%等 财务数据 | 每股收益0.103元 | 营业利润0.08亿元 | | --- | --- | | 市盈率--- | 销售毛利率33.539% | | 净利润7,007,368.86元 | | ...
Editas Medicine (EDIT) Earnings Call Presentation
2025-07-03 08:40
Financial Status and Strategy - Editas Medicine has a strong cash position with operational runway into Q2 2027[9] - The company secured $57 million through non-dilutive financing with DRI Healthcare Trust[42] - Editas aims to leverage its foundational IP estate for access to non-dilutive capital[41] Technology and Therapeutic Approach - Editas utilizes a functional upregulation treatment strategy, validated by reni-cel[9] - The company employs proprietary, targeted LNPs (tLNPs) for tissue targeting, including HSCs and liver[9] - Preclinical data shows up to ~47% HBG1/2 editing observed in HSCs at 3 months after a single dose of LNP2 in non-human primates[24] - In vivo targeting to three extrahepatic cell types at ≥80% efficiency with our plug 'n play platform in humanized mice[40] Pipeline and Milestones - Editas plans to declare two in vivo development candidates by mid-2025, one for hemoglobinopathies (sickle cell disease and beta thalassemia) and another for an undisclosed liver indication[48, 51] - The company aims to submit at least one IND/CTA by mid-2026 and begin at least one human clinical trial by 2H 2026[53] - Editas anticipates achieving human proof-of-concept for at least one indication by year-end 2026[53]
Travere Therapeutics (TVTX) Earnings Call Presentation
2025-07-03 08:39
FILSPARI (sparsentan) for IgAN - FILSPARI is positioned as a foundational treatment for IgAN, targeting kidney injury by blocking ET-1 and ANG-II, with >70,000 addressable patients in the U S [9, 10, 22, 32, 64] - Clinical trials showed FILSPARI resulted in ~40% reduction in proteinuria after 110 weeks compared to irbesartan [43] - SPARTAN study showed ~70% reduction in proteinuria from baseline at week 24 in newly diagnosed patients [56] - U S commercial launch of FILSPARI outperformed benchmark launches, with ~$132 million in net sales in FY24, a ~78% growth over 2023 [61, 110] Sparsentan for FSGS - Travere plans to submit an sNDA for sparsentan in FSGS around the end of 1Q25 [11, 14] - DUPLEX study showed sparsentan resulted in a ~50% reduction in proteinuria [79] - DUPLEX study showed ~2 5x greater complete remission with sparsentan compared to irbesartan [84] - There are 15,000-30,000 potential addressable patients with FSGS in the U S [10, 70] Pegtibatinase for HCU - Pegtibatinase is a potential disease-modifying therapy for classical HCU, targeting the underlying genetic cause [14, 88, 95] - Phase 1/2 COMPOSE study showed a ~67% mean relative reduction in total homocysteine (tHcy) from baseline in the highest dose cohort [99, 106] - The company is on track to restart enrollment in the Phase 3 HARMONY Study in 2026 [14, 108]
巴西客商看好“中国制造”
Zhong Guo Xin Wen Wang· 2025-07-03 08:37
中新网圣保罗7月3日电 (记者 林春茵)"我们借助中国制造网解决了巴西石蜡供应短缺,如今正通过它寻 找废品铜供应商,并探索与中国企业合作开发锂矿项目。"巴西Comex贸易公司负责人卡塔琳娜2日在巴 西圣保罗举行的中巴经贸论坛上,回顾其公司依托中国平台拓展业务的成功经验。 当天,中国制造网(Made-in-China.com)与巴中经贸交流中心(CIECBC)联合主办的经贸论坛,吸引了超 过50位巴西工商界精英,传递出巴西市场对中国供应链的高度信任与深度合作意愿。 据介绍,作为B2B电子商务平台,中国制造网利用互联网将中国供应商的产品介绍给国内外采购商。 当天活动中,多位与会业界人士受访表示,中国成熟的"平台经济"亦令巴西客商受益,平台技术为两国 产业对接赋能。 7月2日,巴西圣保罗,巴中经贸交流中心会长方激在中巴经贸论坛上作介绍。记者林春茵摄 7月2日,巴西圣保罗,中巴经贸论坛现场。记者林春茵摄 REDES公司代表多次赴华考察,目前正通过CCBC(巴中企业家委员会)推进建筑技术及机械进口合作, 期待促成建筑领域新突破。该位代表表示,当下巴中专业对接需求旺盛,"凸显巴西产业升级对中国制 造的技术合作空间广阔。" ...
特斯拉高层人事突发“地震”,能否挽救下滑的销量?
phone of the company of the late l 一向能够制造热点的特斯拉,近日迎来高层管理人员重大调整。 据外媒报道,特斯拉负责北美和欧洲业务的运营副总裁奥米德・阿夫沙尔(Omead Afshar)从公司离职后,马斯克亲自接手其业务,并任命特斯拉高级 副总裁朱晓彤负责特斯拉全球制造业务、以及朱晓彤之前负责的亚太地区的销售运营。 这次的高管人事变动,能否挽救特斯拉下滑的销量,成为热议的话题。 高管变动为哪般 拯救销量,无疑也是特斯拉的目标。 而此次升职的朱晓彤,堪称特斯拉的"救火队长",其在中国市场业绩突出:早期积极拓展充电网络,并主导了上海超级工厂的快速建设,成功解决了当 时的产能瓶颈。 而离职的阿夫沙尔曾是马斯克的亲密战友。他在2017年加入特斯拉,当时公司正准备全面量产Model 3。阿夫沙尔曾在社交平台发文称:"在Model 3的 地狱时刻,我几乎每天都和马斯克一起工作。这包括感恩节、圣诞节、新年前夜、他的生日等……" 去年10月份,阿夫沙尔晋升为特斯拉北美和欧洲销售及制造运营的负责人。当时,因电动汽车需求下滑,马斯克对欧美业务进行调整,任命阿夫沙尔负 责该业务。短短8个月后,阿夫 ...
特朗普这波神助攻!美国跟亚洲最大盟友翻脸?对外释放信息量大
Sou Hu Cai Jing· 2025-07-03 08:36
日本在谈判中的底线非常明确:农业是国家基础,不会在谈判中牺牲。内阁官房长官林芳正多次强调,日本政府在谈判中没有牺牲农业的打算。这一立场 得到国内农业行业的强烈支持,此前日本政府考虑扩大美国农产品进口的消息曾引发农产行业的激烈反对。与此同时,日本汽车产业也面临巨大压力。美 国对进口汽车加征25%关税的政策若持续,将严重冲击日本汽车出口,进而影响国内经济。日本首相石破茂明确表示,无法接受美国的高关税政策,将以 坚定不移的决心应对。 据中国新闻网援引路透社报道,美国总统特朗普在社交媒体上威胁对日本加征新关税,理由是日本拒绝接受美国大米出口。这一表态让持续数月的日美关 税谈判再次陷入僵局,也引发外界对美日同盟关系的重新审视。 日美贸易摩擦的核心矛盾集中在汽车关税和农产品市场准入上。日本汽车产业对美依赖度极高,2024年输美汽车约137万辆,包括零部件在内的出口额达 7.2万亿日元,占日本对美出口总额的34%。美国则要求日本开放农产品市场,尤其是大米进口。不过特朗普的指责与事实存在出入,数据显示日本去年 从美国购买了价值2.98亿美元的大米,今年前四个月又进口了1.14亿美元。但日本对大米进口实行严格配额管理,每年仅允 ...
债券策略月报:2025年7月中债市场月度展望及配置策略-20250703
Group 1 - The report highlights that the Chinese capital market showed mixed performance in May, with the Shanghai Composite Index and Shenzhen Component Index increasing by 2.42% and 3.27% respectively, closing at 3457.8 and 10476.3 [3][11] - The bond market experienced a positive response as potential negative variables related to tariff negotiations and regulatory concerns were resolved, leading to a greater decline in short-term rates compared to long-term rates [3][11] - The report suggests that while there may not be significant directional opportunities in the bond market, the injection of incremental funds from insurance, wealth management, and banks in July could lead to a gradual decline in interest rates [6][11] Group 2 - The macroeconomic environment in May showed a mixed picture, with GDP growth estimated at approximately 5.35% year-on-year, driven by strong consumer demand, while exports, investments, and real estate sales showed varying degrees of slowdown [5][33] - The manufacturing PMI for June recorded at 49.7%, indicating a slight recovery, although employment and service sector indicators showed a decline [5][33] - The report notes that the central bank's monetary policy stance has become clearer, with expectations of no immediate rate cuts, reflecting a more hawkish tone in the second quarter meeting [5][82] Group 3 - The report indicates that government bond issuance pressure in June was higher than in May, with a net issuance of 33,802 billion yuan, which is significantly more than the previous year [17][18] - The anticipated net issuance of government bonds in July is expected to range between 1.46 to 1.60 trillion yuan, maintaining a relatively high level [18] - The report emphasizes the importance of monitoring the impact of external economic factors, particularly U.S. monetary policy, on the Chinese bond market [86][90]
网誉科技(01483) - 2025 - 年度业绩
2025-07-03 08:34
Fund Allocation - The net proceeds from the 2020 subscription amounted to approximately HKD 177,000,000[3] - Approximately HKD 74,571,000 was allocated for settling the outstanding consideration from the acquisition of Baorunlai Property Holdings Group Limited[3] - The remaining balance of approximately HKD 102,429,000 was designated for general working capital[3] Utilization of Proceeds - As of December 31, 2020, approximately HKD 13,920,000 of the net proceeds was used for settling the outstanding consideration[4] - The remaining unutilized balance for settling the consideration is approximately HKD 60,651,000, which is still designated for that purpose[4] - The company expects to complete the settlement of the remaining consideration by 2026 or earlier[4]
自然资源部副部长许大纯会见白俄罗斯自然资源与环境保护部副部长
news flash· 2025-07-03 08:33
自然资源部副部长许大纯会见白俄罗斯自然资源与环境保护部副部长 金十数据7月3日讯,7月2日,自然资源部副部长、中国地质调查局局长许大纯在京会见白俄罗斯自然资 源与环境保护部副部长维克托·加拉诺夫一行,就进一步推动中白两国地质矿业领域务实合作深入交 流。许大纯表示,近年来,中白两国政治互信日益巩固,共建"一带一路"合作扎实推进。去年8月,双 方签署了《中国—白俄罗斯地球科学联合研究中心共建协议》,为下一步合作奠定了坚实基础。许大纯 建议,两部尽快签署合作谅解备忘录,持续加强基础地学研究、地质填图、地质信息与数据库建设、水 工环地质及地质灾害防治等领域的合作;利用好中国国际矿业大会、中国—白俄罗斯地球科学联合研究 中心等平台,共同提升地球科学服务区域可持续发展的能力和水平;在矿产资源综合利用领域加强技术 交流和人才培养,合作开展选矿示范项目,推动两国矿业绿色低碳发展。 ...
中国数字视频(08280) - 2025 - 年度财报
2025-07-03 08:32
香港聯合交易所有限公司(「聯交所」) 「GEM」的特色 GEM乃為較其他聯交所上市公司帶有高投資風險的中小型公 司提供一個上市的市場。有意投資的人士應了解投資於該等 公司的潛在風險,並應經過審慎周詳的考慮後方作出投資決 定。 由於 GEM上市公司一般為中小型公司,在 GEM買賣的證 券可能會較於聯交所主板買賣的證券承受較大的市場波動風 險,同時無法保證在GEM買賣的證券會有高流通量的市場。 香港交易及結算所有限公司及香港聯合交易所有限公司對本 報告的內容概不負責,對其準確性或完整性亦不發表任何聲 明,並明確表示概不就因本報告全部或任何部分內容而產生 或因依賴該等內容而引致的任何損失承擔任何責任。 本報告載有遵照聯交所 GEM證券上市規則(「GEM上市規 則」)而提供的詳情,旨在提供中國數字視頻控股有限公司 (「本公司」)之資料,本公司董事(「董事」)對本報告共同及個 別承擔全部責任。董事在作出一切合理查詢後確認,就彼等 所深知及確信,本報告所載資料在所有重大方面均屬準確完 整,並無誤導或欺詐成分,亦無遺漏任何其他事宜,致使本 報告所載任何陳述或本報告產生誤導。 目 錄 | 公司資料 | | --- | | 主 ...