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7月深圳大厂探秘:新能源+硬科技龙头深度行!
21世纪经济报道· 2025-07-16 06:23
直击三家中国智造的核心大厂 2025盛夏,当AI算力狂飙撞上新能源革命,硬核智造浪潮正重塑产业版图。站在万亿级产业爆 发的临界点,唯有亲临,方能洞见先机! 南方财经投教基地推出"深圳新能源+智造产业链深度行",两天三站直击中国智造核心大厂。 走进 比亚迪 全球总部、 玉禾田 智慧中枢、 飞荣达 科技腹地! 稀缺席位,手慢无! 触摸电子散热技术天花板!在电磁屏蔽实验室,见证一片0.3毫米碳基材料如何驯服AI服务器 狂飙的算力热浪。这里供应着全球每3台新能源车就有1台的关键导热组件,更是英伟达 GB200供应链的隐秘王牌。 价值二: 专家全程解读、闭门会深度交流 吴锡凌 股市第一线主播吴锡凌带队。特邀新能源产业资深 专家、实战派投资高手全程解读,把脉产业趋势, 挖掘潜在机遇!高端闭门交流晚宴,共享前沿洞 见! 价值一: 产业链最前沿 每一个具有敏锐商业嗅觉的人、每一个渴望把握时代脉搏的人,都能感受到空气中弥漫的机遇气 息。但机遇从来不是凭空而来的,它只留给那些敢于探索、勇于亲临一线的人。光靠道听途说, 永远无法真正洞悉产业的核心密码,唯有亲自走进那些引领变革的企业,才能触摸到时代跳动的 脉搏,洞见未来的先机! 亲 ...
Enviri Corporation Announces Timing of Second Quarter 2025 Results and Conference Call
Globenewswire· 2025-07-11 12:00
PHILADELPHIA, July 11, 2025 (GLOBE NEWSWIRE) -- Enviri Corporation (NYSE: NVRI) today announced that it will issue its second quarter 2025 earnings results on Tuesday, August 5, 2025 prior to NYSE market open. The Company will also host its quarterly conference call and webcast that morning beginning at 9:00 a.m. ET. Those who wish to listen to the conference call webcast should visit the Investor Relations section of the Company’s website at www.enviri.com. The live call also can be accessed using the belo ...
AMBIPAR EMERGENCY RESPONSE FILED ITS FORM 20-F ON JUNE 23
Prnewswire· 2025-07-11 00:08
SÃO PAULO, July 10, 2025 /PRNewswire/ -- Ambipar Emergency Response (NYSE: AMBI; AMBIWS) (the "Company") announces that on June 23,2025, the Company filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 (the "2024 Annual Report") with the U.S. Securities and Exchange Commission (the "SEC").The 2024 Annual Report and audited financial statements can be accessed by visiting either the SEC's website at www.sec.gov or the Company's website at https://ir-response.ambipar.com/.Hard copi ...
Republic Services, Inc. Sets Date for Second Quarter 2025 Earnings Release and Conference Call
Prnewswire· 2025-06-24 13:04
Financial Results Announcement - Republic Services, Inc. will release its second quarter financial results after market close on July 29, 2025 [1] - An investor conference call will be hosted at 5 p.m. Eastern Time on the same day [1] Conference Call Participation - Participants can join the conference call by dialing (844) 890-1789 or (412) 717-9598 for international calls, using the passcode "Republic Services" [2] - Pre-registration is available for dial-in participants to receive a unique PIN that bypasses the call operator [2] - A replay of the conference call will be accessible one hour after the live call until August 5, 2025 [2] Company Overview - Republic Services, Inc. is a leader in the environmental services industry, offering a comprehensive range of products and services including recycling, solid waste, special waste, hazardous waste, and field services [4] - The company is committed to advancing circularity and supporting decarbonization, aiming to create a more sustainable world in partnership with its customers [4]
enviri(NVRI) - 2019 Q4 - Earnings Call Presentation
2025-06-24 11:54
Q4 2019 & Full Year 2019 Performance - Q4 2019 revenues were $400 million, a 21% increase compared to 2018[12] - Q4 2019 GAAP operating income was $20 million, a 29% decrease compared to 2018[12] - Q4 2019 adjusted operating income was $31 million, a 12% increase compared to 2018[12] - Full year 2019 revenues were $1.504 billion, a 12% increase compared to 2018[30] - Full year 2019 GAAP operating income was $104 million, a 20% decrease compared to 2018[30] - Full year 2019 adjusted operating income was $148 million, a 12% increase compared to 2018[30] Segment Performance - Harsco Environmental Q4 2019 revenues were $243 million, a 7% decrease compared to 2018[15] - Harsco Clean Earth Q4 2019 revenues were $82 million, a 22% increase compared to 2018[20] - Harsco Rail Q4 2019 revenues were $75 million, an 8% increase compared to 2018[25] 2020 Outlook - The company projects low-single digits percentage increase in revenues and adjusted EBITDA for 2020 versus 2019[32] - The company projects Clean Earth revenues of $310 to $330 million, a high-single digits growth year-over-year[32] - The company projects Rail revenues to increase approximately 30% at the mid-point of the range[32]
Safe and Green Development Appoints New Board Members Following Acquisition of Resource Group US Holdings LLC
GlobeNewswire News Room· 2025-06-20 12:30
Core Insights - Safe and Green Development Corporation (SGD) has appointed three new members to its Board of Directors, enhancing its strategic direction following the acquisition of Resource Group US Holdings LLC [1] - The new directors, Bjarne Borg, James D. Burnham, and Anthony M. Cialone, bring extensive experience in real estate development, environmental engineering, private equity, and renewable technologies [1][5] Company Overview - Safe and Green Development Corporation focuses on real estate development, particularly in acquiring and investing in properties for green housing projects across the United States [6] - The company wholly owns Resource Group US Holdings LLC, which operates an 80+ acre organics processing facility in Florida, processing green waste and producing sustainable potting media [6] New Board Members' Backgrounds - Bjarne Borg has over 35 years of experience in real estate and renewable energy, co-founding Index Investment Group and serving on various advisory boards [2] - James D. Burnham has over 30 years of experience in mergers and acquisitions, primarily in the solid waste industry, and has co-founded Encell Composites [3] - Anthony M. Cialone has over 30 years of executive leadership experience, focusing on corporate operations and strategic planning, and has held multiple leadership roles in various companies [4]
Montrose Environmental Group (MEG) FY Conference Transcript
2025-06-04 22:00
Summary of Montrose Environmental Group (MEG) FY Conference Call Company Overview - **Company**: Montrose Environmental Group (MEG) - **Industry**: Environmental Solutions - **Segments**: Consulting, Testing, and Remediation - **Core Focus**: Addressing environmental challenges related to air, water, and soil quality [2][7] Key Points and Arguments Growth and Financial Performance - **Organic Growth**: Core organic growth was high single digits last year and is expected to remain in the same range this year [3][10] - **Revenue Growth**: Since its IPO in 2020, MEG has been growing approximately 25% annually, with organic growth contributing about 13% [10][15] - **Customer Retention**: The company boasts a 96% retention rate of revenue from existing clients, indicating strong customer loyalty [11] - **Cross-Selling Opportunities**: Only 2% of the 6,000 customers use more than two services, highlighting significant potential for cross-selling [13] Market Position and Strategy - **Unique Service Integration**: MEG is noted for its unique combination of consulting, testing, and treatment services, which 85% of surveyed clients expressed interest in [8] - **Client Base**: Primarily serves private sector clients, including Fortune 500 companies, which is relatively unique in the industry [8] - **Intellectual Property**: The company holds 24 patents and is leveraging software and machine learning to enhance service offerings [9] Regulatory Environment and Political Dynamics - **Tailwinds from Regulations**: The current administration's policies are creating more tailwinds than headwinds for MEG, contrary to expectations [17][19] - **Bipartisan Support**: There is broad bipartisan support for environmental regulations, which are not in political crosshairs, ensuring continued demand for MEG's services [19] - **Impact of PFAS Regulations**: Recent clarity on PFAS regulations has led to increased client activity and demand for MEG's services [36][38] Financial Outlook - **Revenue and EBITDA Growth**: The company expects organic revenue growth of 7-9% and organic EBITDA growth to exceed that rate [22] - **Cash Flow**: Anticipated improvement in cash flow conversion above 50% of adjusted EBITDA [26] - **Margin Improvement**: Operating margins are expected to improve due to operating leverage and optimization of processes [27] Acquisition Strategy - **Pause on Acquisitions**: MEG is currently pausing acquisitions to focus on internal operations and optimizing its business structure [24][25] - **Future Acquisition Potential**: The company plans to resume acquisitions when strategically beneficial, supported by a strong balance sheet [25] Additional Important Insights - **Federal Revenue Exposure**: MEG's exposure to US federal revenue is low, around 2.5-3%, minimizing the impact of federal spending cuts [51] - **Market Dynamics**: The company is experiencing growth in its international business, which represents about 20% of total revenue, particularly in Canada, Europe, and Australia [21] - **Client Behavior**: Clients are maintaining their strategies and not significantly altering their approaches despite political changes, which is encouraging for MEG's outlook [18][68] This summary encapsulates the key points discussed during the Montrose Environmental Group FY Conference Call, highlighting the company's growth trajectory, market position, regulatory environment, and financial outlook.
Zefiro Methane Corp. Appoints Correne Loeffler Audit Committee Chair, Michael Downs Interim CFO
Globenewswire· 2025-06-03 13:00
FORT LAUDERDALE, Fla., June 03, 2025 (GLOBE NEWSWIRE) -- ZEFIRO METHANE CORP. (Cboe Canada: ZEFI) (Frankfurt: Y6B) (OTCQB: ZEFIF) (the “Company”, “Zefiro”, or “ZEFI”) today announced the appointments of Board of Directors member Correne Loeffler and Michael Downs as the Chair of the Audit Committee and interim Chief Financial Officer, respectively. Ms. Loeffler and Mr. Downs will execute strategies that bolster Zefiro’s long-term financial standing and help ensure that the Company continues to accelerate th ...
Montrose Environmental Group to Attend William Blair 45th Annual Growth Stock Conference
Prnewswire· 2025-06-02 13:00
Core Insights - Montrose Environmental Group, Inc. is dedicated to protecting air, water, and soil while promoting environmental stewardship and economic development [1] - The company will present at the William Blair 45th Annual Growth Stock Conference on June 4, 2025, at 5:00 p.m. Eastern Time, with a live audio webcast available [1] - Montrose will provide a copy of its presentation on its website prior to the conference [1] Company Overview - Montrose is a leading environmental solutions company with approximately 3,400 employees across 120 locations globally [2] - The company offers a range of services including air measurement, laboratory services, regulatory compliance, environmental emergency response, permitting, engineering, and remediation [2] - Montrose combines local knowledge with an integrated approach to effectively meet the unique requirements of each project [2]
新安洁(831370) - 投资者关系活动记录表
2025-05-16 13:05
证券代码:831370 证券简称:新安洁 公告编号:2025-033 新安洁智能环境技术服务股份有限公司 投资者关系活动记录表 □新闻发布会 □分析师会议 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 公司管理层对公司 2024 年度经营情况进行介绍并就投资者关心的问题开展 交流,主要问题及回复概要如下: □路演活动 □其他 二、 投资者关系活动情况 活动时间:2025 年 5 月 15 日 15:00-17:00 活动地点:上海证券报•中国证券网路演中心(https://roadshow.cnstock.com) 参会单位及人员:通过网络方式参与线上交流活动的投资者 上市公司接待人员: 公司董事长、总裁:魏延田先生 公司副总裁、财务负责人:刘灵先生 董事会秘书:蔺志梅女士 三、 投资者关系活动主要内容 问 1.公司向科技转型方面有什么进展? 答:尊敬的投资者,您好!感谢您对公司的关注。2024 年是新安洁牵头的 重庆市重 ...