Company Overview - APA Corporation is an independent energy company focused on the exploration, development, and production of natural gas and oil [1] - The company operates primarily under three major segments, with the United States being the most significant in terms of production [1] Investment Focus - The company targets value opportunities linked to commodity production, emphasizing sustained free cash flows, low leverage, and sustainable debt [1] - It seeks to identify companies in distress with high recovery potential, particularly in sectors like oil & gas, metals, and mining [1] - The focus is also on companies in emerging markets that demonstrate high margins and medium to long-term investment opportunities [1] Shareholder Value - The company maintains a pro-shareholder attitude, emphasizing solid and sustained buyback programs and dividend distributions over time [1]

连日来，"充电宝能买不能退"的话题多次冲上热搜，有的快递企业无奈躺枪。 有用户吐槽，充电宝厂家的召回流程就像"鬼打墙"：要召回要退款，就必须寄回充电宝；要寄回充电 宝，就必须用快递，但快递企业纷纷拒绝承运；厂家没有留地址，不给你机会自己寄回；所有客服渠道 都联系不上，让你连问都没地方去问。 亿豹网认为，快递企业拒收危险品不合理吗？由于缺乏物流协同机制，召回存在用户知情而无法履行的 状态，不少用户吐槽投诉快递企业，躺枪的快递行业不应背这个锅。 一位打算参与召回的用户说，自己按照企业提供的处理指引，将产品放电、盐水浸泡、封装固定后，仍 然没找到一家可以揽收退回的快递。 由于电芯有自燃风险，快递总部本着安全的原则拒绝收寄，这一点无可厚非。 有快递小哥表示，现在气温较高，货车车厢内温度更高，不仅是充电宝，带电池的电子产品现在一律不 收。而此前不超过2万毫安的充电宝，单件重量不超过2公斤，都可以走陆运寄。 迫于无法揽收此类产品，不少小哥遭到投诉。有小哥无奈地表示："谁揽收谁负责，一条规定就吓退快 递员，哪怕价格再高也无人敢收。" 亿豹网了解到，但不少快递企业也开了一扇窗，此类的投诉均不成立。有小哥说，收不收本身就是一种 ...

"不怕同学是学霸，就怕学霸放暑假。"又到了这句广为流传的民间谚语发挥它最大价值的时候了。 随着高考、中考的结束，全国中小学生喜迎假期。在教育氛围愈加浓厚的当下，高考、中考成绩不断突破新上线，考题更加灵活多元，而成绩排分表那巨 大的"枣核体"告诉我们，善于学习比死读书和硬刷题，更有效。 前几年，管理部门对教培市场进行收缩和管控后，线下教学机构所剩无几，且价格不菲。同期，被迫离开教培行业的名师们转向线上分享，通过长短视频 平台的扶持建立教育账号，它们很快成为学生的学习辅助工具。线下名师转身成为线上百万博主，释放出他们的最大价值，让全国各地的学生获得优质的 学习资源。而对于平台而言，这些创作者、优质内容，也增加了用户的使用时长和粘性，让平台留存忠实的用户群。 幼小启蒙，安全比知识重要 前不久，某品牌的儿童手表因为不雅内容，导致家长在社交平台呼吁加强有关部门的管理。无独有偶，还有家长因为孩子打游戏聊天内容被成年人"入 侵"，气愤投诉。社交媒体上随手可以搜到不少关于电话手表不安全信息的曝光内容，而这一现象的也警示儿童内容市场，"安全"才是放在第一位的核心 要素。 好在，视频平台很早意识到安全的重要性，"儿童设置"很快成 ...

智通财经记者 | 韩理 当前ETF市场竞争激烈，截至6月30日，全市场55家资管机构发行的ETF合计管理规模达4.31万亿，较去年年底增长了15.57%。这55家公司中有12家公司的 ETF规模超千亿，合计管理规模在ETF总规模中的占比高达80%，这无疑加重了后入局者"出圈"的难度。 随着市场的变化，以主动权益基金见长的基金公司也在积极寻求新的业务增长点。 近日，兴证全球基金的一份采购公告透露了公司产品布局的新动向。在采购单中，深圳市赢时胜信息技术股份有限公司开发的赢时胜估值和PCF系统中标了 兴证全球基金ETF系统项目，采购金额为187万元。 对此兴证全球基金相关人士告诉智通财经记者，目前该业务还在研究讨论中。 智通财经注意到，在2024年末公募基金非货管理规模排名前30的公司中，以主动权益著称的公司仅有兴证全球、中欧、交银施罗德、东证资管没有布局ETF 业务。 华东某ETF负责人告诉智通财经记者，未来ETF的竞争面临多重难题。一方面，产品同质化现象突出，热门指数与赛道的ETF产品高度集中，指数编制方式 虽层出不穷，但产品间差异甚微，导致投资者难以抉择，加剧市场竞争；另一方面，费率竞争压力巨大，在政策推动下 ...

美的、海尔等头部企业通过"并购+产能本地化"抢占先机，预计中国企业在欧洲空调市场的份额未来将稳步提升。 步入7月，欧洲的高温天气仍在持续。第一财经记者从多家空调企业处获悉，欧洲炎热的天气让空调旺销。 格力电器（000651.SZ）总裁助理白荣耀7月2日向记者表示，受极端天气影响，欧洲近段时间气温偏高，特别是西班牙、法国、意大利和德国，有些城市的 最高气温超过40℃。由于需求突然增加，欧洲客户的空调库存明显减少。 受欧洲贸易政策影响，他表示，未来格力会考虑欧洲本土化生产和经营，以加大自主品牌的影响力。 "（欧洲空调）销售确实随天气变热而好起来。"TCL空调欧洲市场负责人对记者说。 海尔智家（600690.SH）相关人士也透露，海尔空调今年在欧洲的累计销售额同比增长约30%，在意大利专业渠道、西班牙零售渠道等市场表现强劲。 产业在线分析师龙飞向第一财经记者透露，在欧洲市场，不同区域对空调的需求不同。从出口数据看，南欧、东南欧市场一直不错，主要是由于当地气候炎 热，对分体式空调的需求较高。欧洲近两年加速推进环保制冷剂的切换，原有的部分空调需要淘汰，并且由于经济下行，对高性价比产品需求较大。这些都 是中国企业的机会。 ...

Group 1 - Rocket Lab (NASDAQ: RKLB) is positioned as a competitive player in the launch industry, often compared to SpaceX, but there are significant underlying opportunities beyond this narrative [1] - The company is focused on high-cadence missions with its Electron rocket and is developing the Neutron rocket for heavy-lift capabilities, indicating a strategic expansion in its service offerings [1] Group 2 - The article emphasizes the importance of understanding the long-term value creation of businesses, highlighting a disciplined approach to investment that prioritizes fundamentals [1] - There is a focus on identifying mispriced quality companies and resilient business models that can withstand market cycles, which is crucial for investment strategies [1]

Group 1 - Ferroglobe PLC reported weak Q1 2025 results with revenue of approximately $307 million, representing a decline of around 32% year-over-year [1] - The company experienced an adjusted EBITDA loss of approximately $27 million, attributed to collapsing prices in the market [1] Group 2 - Ferroglobe is a global producer of silicon metal and ferrosilicon/ferromanganese alloys, primarily serving the aluminum and steel industries [1]

Group 1 - Halper Sadeh LLC is investigating MRC Global Inc. for potential violations related to its sale to DNOW Inc. at a ratio of 0.9489 shares of DNOW for each share of MRC [1] - Big 5 Sporting Goods Corp. is being investigated for its sale to a partnership for $1.45 per share in cash [2] - The firm may seek increased consideration for shareholders and additional disclosures regarding the proposed transactions [3] Group 2 - Shareholders are encouraged to contact Halper Sadeh LLC to discuss their legal rights and options at no charge [4] - Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, recovering millions for defrauded investors [4]

Core Insights - The floating photovoltaic project at Qingdao Refinery marks China's first industrialized operation of a floating solar power station in a fully seawater environment, with an annual power generation capacity of 16.7 million kilowatt-hours and a CO2 reduction of 14,000 tons, equivalent to the carbon absorption of 750,000 trees [1] - The project utilizes innovative floating support structures that enhance wind and wave resistance while improving overall power generation efficiency by approximately 5% to 8% through natural seawater cooling [1][3] - The project is part of a broader strategy by Sinopec to integrate clean energy solutions, including the establishment of a "clean electricity + green hydrogen" model, which supports the development of green hydrogen refining and hydrogen transportation applications [2] Project Details - The floating photovoltaic station occupies about 60,000 square meters with an installed capacity of 7.5 megawatts, showcasing zero pollution and strong economic viability [1] - The project team has developed three key innovations: a specialized floating system resistant to salt corrosion and marine biofouling, an intelligent anchoring system capable of withstanding severe weather conditions, and efficient operation and maintenance designs that reduce costs [3] - Future plans include the expansion of the floating photovoltaic capacity to 23 megawatts, further enhancing renewable energy supply capabilities at the Qingdao Refinery [2] Industry Positioning - Sinopec is actively pursuing a clean and low-carbon transformation, aiming to build a diversified energy supply system while enhancing the clean utilization of fossil fuels [2] - The company has launched the "Ten Thousand Stations Sunlight" initiative, targeting the establishment of 10,000 solar power stations by 2027, and has a leading position in the geothermal heating sector with 120 million square meters of heating area [4] - Sinopec has built and operated 144 hydrogen refueling stations, making it the company with the most operational hydrogen stations globally, and is advancing green hydrogen manufacturing projects [4]

Group 1 - The core viewpoint emphasizes the need for enhanced top-level design and increased policy support to catalyze the marine economy sector, with significant stock price increases observed in related companies [1][2] - The marine economy in China is projected to exceed 10 trillion yuan for the first time in 2024, reaching 10,543.8 billion yuan, representing a 5.9% increase from the previous year and accounting for 7.8% of the national GDP [3][5] - Recent policies have been frequently issued in the marine economy sector, with various provinces implementing measures to promote marine new energy, marine equipment, and marine biomedicine [4][5] Group 2 - The marine economy is characterized by a focus on deep-sea infrastructure and resource development, with key areas including shipbuilding, underwater robotics, and oil and gas extraction [2][5] - The marine economy is divided into deep-sea technology and marine consumption, with deep-sea technology encompassing advanced techniques for exploring and utilizing deep-sea resources [6] - The focus on high-end equipment manufacturing in the marine economy includes shipbuilding capabilities for LNG carriers and research vessels, as well as marine engineering equipment for deep-sea aquaculture and wind power installation [6][8]