中国保险市场领跑亚洲 报告的数据显示，2024年全球保险公司在人寿险、财产险和健康险业务领域的总保费收入显著增加，共 提升了5570亿欧元，达到7.0万亿欧元的新高度。从业务领域来看，人寿险依旧是保费收入规模最大的 板块，2024年保费收入约2.9万亿欧元；其次是财产险，保费收入约2.4万亿欧元；健康险则以约1.7万亿 欧元的保费收入位列第三。 2024年，全球人寿保险市场增长了10.4%，增速不仅超过财产险和健康险这两个业务领域，而且高于 2023年的8.2%。北美市场是主要驱动力，背后原因是随着利率达到新高，许多家庭在争先恐后地为自 己的年金保险锁定利率。 未来十年，中国保险市场整体增长率将达7.5%，高于全球平均水平。 中国保险市场已成为亚洲保险市场增长的主要驱动力，并稳居全球第二大保险市场。 安联（中国）保险控股有限公司7月3日发布的《2025年安联全球保险业发展报告》数据显示，2024年全 球保险业呈现强劲增长势头，全年增长率约8.6%，打破了上一年度8.2%的增长纪录。其中，中国保险 市场实现了11.2%的增长，再次回到两位数的增长率；总保费收入达到7540亿欧元，亚洲地区总保费收 入的一半以上来 ...

Core Insights - The Internet is transitioning from a search-driven model to an AI-driven model, indicating a significant shift in how users interact with online content and services [1]. Company Insights - Cloudflare, led by CEO Matthew Prince, is positioned within this evolving landscape, suggesting potential growth opportunities as the demand for AI-driven solutions increases [1].

DISCLAIMER This presentation of Loop Industries, Inc., a Nevada corporation ("Loop", the "Company," "we," or "our"), is dated March 13th , 2025, and contains "forward-looking information" and "forward-looking statements" within the meaning of Section 27A of the Securities Act, Section 21E of the Exchange Act and as defined in the U.S. Private Securities Litigation Reform Act of 1995 (collectively, "forward-looking statements"). Such forward-looking statements include, but are not limited to, statements with ...

7月9日是美国暂缓执行"对等关税"的最后期限，为在此之前达成贸易协议，负责谈判的日本经济再生大 臣赤泽亮正已多次赴美，但未取得进展。在赤泽6月30日再次空手而归后，美国总统特朗普向日本施 压，声称可能进一步提高针对日本的"对等关税"税率。日美贸易谈判陷入僵局，日本各界对谈判前景深 感忧虑。 双方诉求存在鸿沟 美国此前将针对日本的"对等关税"税率设定为24%。在日美贸易谈判中，日本的目标不只是取消"对等 关税"。4月以来，日本政府一直坚持将"对等关税"和汽车关税、钢铝关税等捆绑在一起谈判，要求美方 全面取消这些不合理的关税。 日本首相石破茂曾在多个场合表示，日本要的是美方全面取消加征的关税，不接受类似英国与美国达成 的附带汽车出口配额的协议，也不接受10%的所谓"基准关税"。 日本政府一直强调日本在投资和就业等方面为美国经济作出巨大贡献，试图以扩大在美投资，以及协助 美国发展造船业、打造稀土供应链等条件换取美方取消关税。然而，对于更注重短期效果的特朗普政府 来说，这些条件都不如直接大幅扩大进口美国产品有吸引力。双方诉求存在巨大鸿沟。 汽车和农业成谈判难点 对日本而言，汽车关税是谈判的主要难点。作为日本的核心产业 ...

Strategy and Performance - Phillips 66's TSR outperformed its synthetic proxy peer median by 22% (67% vs 45%) since the 2022 CEO transition[18] - The company's integrated model results in a 39% higher return of capital to shareholders compared to its weighted proxy peer average over the last 10 years (646% vs 465%)[20, 21] - Phillips 66's average return on capital employed is 44% higher than its weighted proxy peer average over the last 10 years (107% vs 74%)[22, 23] - The company has a 15% compound annual growth rate (CAGR) in dividends[32, 36] - Phillips 66 has repurchased 35% of its initial shares outstanding since the 2012 spin-off[36] Refining - Phillips 66 aims to reduce refining costs to $550 per barrel by 2027[51] - The company reduced refining costs from $698 per barrel to $590 per barrel[50] - Every $050 per barrel of cost reduction is expected to improve adjusted EBITDA by approximately $315 million[66] Midstream - Phillips 66 projects Midstream adjusted EBITDA growth since 2021[78] - The company is projecting $975 million in Midstream capital spend in 2025[90] Chemicals - CPChem is expected to add approximately 7 million metric tons per annum (MMTA) of capacity through self-funded organic growth from 2017 to 2027[101, 143] - CPChem anticipates a 19% chain margin recovery by 2027[143] Synergies and Capital Allocation - Phillips 66 generates over $500 million in annual operating synergies through integration[106] - The company targets returning over 50% of net operating cash flow to shareholders[53, 114, 119]

来源：钛媒体 （图片系AI生成） 7月3日，近来的热门股长城电工（600192.SH）再度高开，以11.39元价格刷新其近9年以来的新高。不过，高开后分歧加大，震荡下行，上午换手率即达到 28.32%。截至午盘，报10.61元，涨2.51%。 实际上，这已经是长城电工近期掀起的第二轮暴涨行情，如时间拉长，该股相对活跃，间歇性拉出大涨行情，只是最近两次更加"暴力"，均为连板行情。复 盘来看，知名席位频频现身龙虎榜，量化和游资借热门概念携手收割。 与股价暴力拉升背离的是公司羸弱的基本面，公司扣非净利润已经连续亏损8年，归母净利润连亏5年。由于主营的高中低压开关等产品应用于电力、石油、 化工、建材、冶金、煤炭、水利、铁路、城市基础设施建设等多个领域，当热点轮动，其就被当作相应概念被爆炒，更显荒诞色彩。 而此番两次大涨，背后都有量化资金和游资的助力，且收割色彩浓厚。5月27日的龙虎榜数据显示，"量化打板"所在的开源证券西安太华路在25-26日大举买 入1631万，27日则卖出1794万；"量化基金"摩根大通中国银城中路也在27日卖出779万。6月3日，集中散户的"东财拉萨军团"大笔买入，顶级游资"消闲 派""作手新一 ...

权益基金分红增幅明显。上半年股票型基金分红362次，分红金额225.32亿元，同比大增229.62%。另 外，上半年混合型基金分红208次，分红金额46.01亿元，同比大增76.94%。 数据还显示，上半年有分红的2355只基金中，596只基金分红金额不低于0.5亿元，其中295只基金分红 0.5-0.99亿元，271只基金分红1-4.99亿元，21只基金分红5-9.99亿元，9只基金分红不低于10亿元。 上半年公募基金分红表现亮眼。公募排排网数据显示，截至6月30日，上半年公募基金共计分红3533 次，分红金额达1275.11亿元，与去年上半年相比，分红金额同比增长37.53%，展现出强劲的分红能 力。 上半年共有138家公募基金管理人实施了分红。从分红金额来看，103家公募机构分红金额不低于1亿 元，其中43家公募机构分红1-4.99亿元，22家公募机构分红5-9.99亿元，22家公募机构分红10-19.99亿 元，16家公募机构分红不低于20亿元。 债券基金成分红主力。数据显示，上半年债券基金共分红2856次，分红金额达949.76亿元，占公募基金 分红总额的74.48%。 QDII基金分红金额同比大增 ...

AFM24 (EGFR) + atezolizumab in NSCLC - In EGFRwt NSCLC, the Disease Control Rate (DCR) was 76% (25/33 patients), with 48% (16/33) showing tumor shrinkage and an Objective Response Rate (ORR) of 21% (1 CR, 6 PRs)[16] - In EGFRmut NSCLC, the DCR was 71%, with 41% (7/17) showing tumor shrinkage and an ORR of 24% (1 CR, 3 PRs)[16] - Preliminary median Progression-Free Survival (PFS) in EGFRwt NSCLC was 5.6 months, with 36% of patients ongoing[33, 49] - Patients without prior taxane exposure in EGFRwt NSCLC showed a 25% ORR and a preliminary median PFS of 74 months[47, 53] - Post-hoc analysis showed increasing AFM24 exposure resulted in higher ORR, with the highest exposure group (Q4) achieving a 5455% ORR and a 9091% DCR[68] Acimtamig (AFM13) + AlloNK® in r/r HL - In relapsed/refractory Hodgkin Lymphoma (r/r HL), the ORR was 864% (19/22 patients), including a 545% Complete Response (CR) rate[16, 91] - All patients in the LuminICE-203 study were refractory to brentuximab vedotin (BV) and checkpoint inhibitors (CPIs)[80] AFM28 in r/r AML - In the highest dose level (300 mg), a composite complete remission rate (CRcR) of 40% (4/10 patients) was achieved in relapsed/refractory Acute Myeloid Leukemia (r/r AML)[16, 107]

Greatness Starts Here We transform organizations by building exceptional leaders, teams, and cultures that get results. © FranklinCovey Co. All rights reserved. PROPRIETARY AND CONFIDENTIAL INVESTOR UPDATE Third Quarter Fiscal 2025 Forward-Looking Statements/Non-GAAP This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based upon management's current expectations and are subject to various risks and u ...

Gedatolisib: A Novel PAM Inhibitor - Gedatolisib, a pan-PI3K/mTOR inhibitor, shows potential as a highly potent and cytotoxic agent with a differentiated mechanism of action and pharmacokinetic profile[7, 23] - Gedatolisib has demonstrated compelling preliminary results in HR+/HER2- advanced breast cancer (ABC) patients, with a median progression-free survival (mPFS) of 48 months in 1st line and 12.9 months in 2nd line settings[7, 23] - Gedatolisib is more potent against each node than other PAM inhibitors, with >300X higher potency and 1.5x – 2.8x higher cytotoxicity than other PAM inhibitors in vitro[30] - Gedatolisib has a lower rate of Grade 3/4 hyperglycemia (>95% lower) and treatment-related discontinuations (>80% lower) compared to approved PI3K inhibitors[31] Clinical Development and Market Opportunity - Celcuity is conducting a Phase 3 study in 2nd line HR+/HER2- ABC patients and expects to begin enrolling a Phase 3 study in 1st line patients in Q2 2025[7, 158] - The PAM pathway is the most frequently altered pathway in solid tumors (38%), yet drug revenues from PAM inhibitors are a small fraction of other targeted therapy classes[10, 18] - The potential patient population for PAM inhibitors in breast and prostate cancers is estimated to be >500,000 in the US, EU5, and Japan[10] - US market opportunity for Gedatolisib in HR+/HER2- Breast Cancer and Advanced Prostate Cancer is estimated at ~$5-$6 Billion for 2L ABC Post-CDKi + AI, ~$10B+ for 1L ABC ET Sensitive, ~$3B for 1L ABC ET Resistant, $6-$8B for High Risk EBC Adjuvant, $8B+ for 1L/2L mCRPC Post-ARi, $10B+ for 1L mCRPC, $6-$8B for nmCRPC, $10B+ for mHSPC[52] Financial Position - Celcuity has cash, cash equivalents, and short-term investments of $205 million as of Q1 2025, expected to fund operations through 2026[8, 159]