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13.82亿元资金今日流入医药生物股
沪指7月3日上涨0.18%,申万所属行业中,今日上涨的有24个,涨幅居前的行业为电子、电力设备,涨 幅分别为1.69%、1.38%。医药生物行业位居今日涨幅榜第三。跌幅居前的行业为煤炭、交通运输,跌 幅分别为1.16%、0.28%。 资金面上看,两市主力资金全天净流出45.11亿元,今日有9个行业主力资金净流入,电子行业主力资金 净流入规模居首,该行业今日上涨1.69%,全天净流入资金78.20亿元,其次是医药生物行业,日涨幅为 1.35%,净流入资金为13.82亿元。 主力资金净流出的行业有22个,机械设备行业主力资金净流出规模居首,全天净流出资金23.17亿元, 其次是基础化工行业,净流出资金为19.08亿元,净流出资金较多的还有国防军工、传媒、电力设备等 行业。 医药生物行业今日上涨1.35%,全天主力资金净流入13.82亿元,该行业所属的个股共474只,今日上涨 的有388只,涨停的有12只;下跌的有83只。以资金流向数据进行统计,该行业资金净流入的个股有231 只,其中,净流入资金超亿元的有6只,净流入资金居首的是华海药业,今日净流入资金2.69亿元,紧 随其后的是长春高新、众生药业,净流入资金分别 ...
今年赴港上市潮
投资界· 2025-07-03 09:21
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Soluna Holdings (SLNH) Earnings Call Presentation
2025-07-03 09:19
Company Strategy & Vision - Soluna aims to drive the convergence of renewable energy and advanced computing infrastructure, converting wasted energy into value [13] - The company's business model involves sourcing low-cost curtailed power from IPPs, building and operating modular data centers (MDCs), attracting hosting customers, growing AUM & EBITDA, and expanding the project pipeline [32] - Soluna's approach tackles wasted energy through digital infrastructure, optimizing the grid, serving customers, and fueling growth to make renewable energy a superpower [31] Operational Highlights & Projects - Soluna has a 26 GW pipeline of wasted renewable energy to power its data centers [27] - The company aims to double its assets under management to 150 MW by the end of fiscal year 2024, focusing on constructing and energizing 48 MW of Project Dorothy 2 and breaking ground on Project Kati [26] - Soluna has over 478 MW of data center capacity in operation, construction, or development [63] - Project Kati has signed a PPA for 167 MW [59] - Project Rosa has a signed term sheet for 187 MW [59] Financial Performance - Soluna's revenue increased by 30% to $75 million in Q3 2024 compared to $58 million in Q3 2023 [72] - Year-to-date revenue for 2024 reached $297 million, a 172% increase compared to $109 million in 2023 [73, 77] - Year-to-date adjusted EBITDA for 2024 is $35 million, compared to a loss of $45 million in 2023 [74, 79] - Unrestricted cash increased 38% from the end of 2023, reaching $88 million [75]
神火股份(000933) - 000933神火股份投资者关系管理信息20250703
2025-07-03 09:18
证券代码:000933 证券简称:神火股份 河南神火煤电股份有限公司 投资者关系活动记录表 编号:2025-005 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者 | □媒体采访 □业绩说明会 | | 关系活 | □新闻发布会 □路演活动 | | 动类别 | □现场参观 □电话会议 | | | □其他: (请文字说明其他活动内容) | | | 浙商基金:麦崇俨;中金资管:徐榕;银华基金:施航;兴银基金:石亮; | | 参与单 | 中信资管:焦天枨;国海富兰克林:覃晶晶;LMR Partners:龚鸣;财通基 | | | 金:季志浩;国联基金:戎凯;双安资产:解亮;东方引擎:王政;宁银理 | | 位名称 | 财:刘畅;杭银理财:陈立;华夏基金:翟宇航;易米基金:柳青涛;财通 | | 及人员 | 资管:毛鼎;凯丰投资:高志华;恒安标准人寿:傅之浩;太保资产:孙凯 | | 姓名 | 歌;平安养老:陈先龙;长江证券:易轰;国信证券:焦方冉;国盛证券: | | | 初金娜。 | | 时间 | 2025 年 7 月 3 日 9:30-11:00 | | 地点 | 河南神火煤电股份有限公司 ...
欧元/美元价格预测:短期前景依然积极
Sou Hu Cai Jing· 2025-07-03 09:17
· 市场的注意力现在转向周四发布的美国非农就业数据。 · 欧元/美元从最近突破1.1800关口的高点回落。 · 美国美元在收益率上升的情况下获得了一些动能。 欧元(EUR)在周三结束了连续九天的上涨,欧元/美元在周二接近2025年高点1.1830后回落至1.1750区 域。该货币对的日内下跌主要是由于美元(USD)的反弹,尽管超买条件也在价格的突然变化中发挥了 作用。 对美联储的政治压力 与此同时,特朗普总统对美联储主席杰罗姆·鲍威尔的批评再次升级,鲍威尔呼吁将利率降至"1%或更 低",并指责美联储领导层失职,但这并未影响美元。 今日Ultima Markets为您带来了 2025年 7 月 3 日的欧元/美元深入分析。 市场定位 截至6月24日的CFTC数据显示,单一货币的投机净多头上升至超过111.1K份合约,创下2024年1月以来 的最高水平。同时,商业交易者的净空头增加至164.3K份合约,为2023年12月以来的峰值。未平仓合约 随之上升,达到约762.6K份合约的两周高点。 技术水平 地缘政治与风险情绪 上周中东脆弱的停火协议重新激发了对风险资产的需求,给美元施加了压力,并为欧元及其他风险相关 货 ...
因串通投标,金桥信息旗下金桥信科被武警部队暂停采购资格
Qi Lu Wan Bao· 2025-07-03 09:17
转自:大众报业·齐鲁壹点 齐鲁晚报·齐鲁壹点记者于军队采购网了解到,金桥信息(603918.SH)旗下的上海金桥信息科技有限公司(下称"金桥信 科")上榜军队采购暂停名单,处理部门为武警部队后勤部采购和资产管理局。 暂停处理公告显示,对金桥信科的暂停事由为"存在串通投标违规行为"。具体违规情况是:经调查,金桥信科在参加项目 编号JXFT-PX-2018-030采购活动中,涉嫌存在违规失信行为。 | 被处理供应商信息 | | | | | --- | --- | --- | --- | | 供应商名称 | 上海金桥信息科技有限公司 | | | | 统一社会信用代码: | 9131010467456040X2 | | | | 企业地址: | | 上海市市辖区徐汇区上海市徐汇区田林路487号20号楼2201、2205室 | | | 被处理人员信息 | | | | | 姓名 | | 骨份证号码 | 人员类型 | | 金国培 | | 310************030 | 法定代表人 | | 部博揭 | | 330**********518 | 授权代表 | | 违规处理信息 | | | | | 暂停事由: | 存在串 ...
8月1日起黄金买卖大变化!现金交易超10万必须登记
Sou Hu Cai Jing· 2025-07-03 09:17
中国人民银行近日发布《贵金属和宝石从业机构反洗钱和反恐怖融资管理办法》,宣布自2025年8月1日起,贵金属珠宝行业从业机构在为客户办理单笔交易 金额超过等值10万元人民币的现金购买黄金、钻石等业务时,必须按照相关规定识别客户身份,并完整记录、保存交易信息,通过反洗钱系统向中国反洗钱 监测分析中心提交大额交易报告。 新规发布后,黄金行业迅速做出反应。多家金店已开始对员工进行相关培训,准备身份登记系统。北京某知名金店经理表示:"近期已有部分顾客得知消息 后提前下单,担心新规实施后手续会变复杂。但实际上,登记流程非常简单,对大多数消费者影响不大。"业内人士预计,短期内可能会出现一波黄金购买 小高峰,随后市场将恢复正常。 新规出台的背景是近年来利用贵金属交易进行非法资金转移的案件有所增加,同时国际反洗钱标准也在不断升级。央行表示,此举旨在完善反洗钱监管体 系,防范洗钱和恐怖融资风险,维护金融安全和稳定。据了解,该办法不仅适用于传统金店和珠宝行,还包括银行、典当行等所有从事贵金属和宝石交易的 机构。 对于普通消费者而言,正常的黄金购买需求并不会受到影响。婚庆首饰、投资金条等常规购买只要符合规定,依然可以正常进行。唯一的 ...
CytomX(CTMX) - 2025 Q1 - Earnings Call Presentation
2025-07-03 09:15
CX-2051 Clinical Trial Results - CX-2051 demonstrated a confirmed Overall Response Rate (ORR) of 28% in patients with metastatic Colorectal Cancer (mCRC) [15, 31] - A higher ORR of 43% was observed at the 10 mg/kg dose [31] - The Disease Control Rate (DCR) was 94% in patients treated with 7.2-10 mg/kg of CX-2051 [15, 33] - Preliminary median Progression-Free Survival (PFS) was 5.8 months [15, 36] Safety and Tolerability - The Phase 1 study included 25 safety-evaluable patients treated with doses ranging from 2.4 to 10 mg/kg [28, 30] - Most Treatment-Related Adverse Events (TRAEs) were manageable and reversible, with no Grade 4-5 TRAEs reported [45] - In patients treated with 7.2-10 mg/kg, the most frequent TRAEs included diarrhea (78.3%), nausea (47.8%), and vomiting (34.8%) [45] - Serious Adverse Events occurred in 21.7% of patients [45] Future Development - Phase 1 dose expansions are underway in late-line mCRC [54, 56] - The company plans to initiate a Phase 2 study in the first half of 2026 [54]
Harmony Biosciences (HRMY) Earnings Call Presentation
2025-07-03 09:14
Financial Performance & Growth - Harmony Biosciences achieved Q1 2025 net product revenue of $184.7 million, a 20% increase compared to $154.6 million in Q1 2024[10, 59] - The company reiterates its full-year 2025 revenue guidance of $820-$860 million[12] - Harmony Biosciences has over $600 million in cash, cash equivalents, and investments[5, 58] - WAKIX net revenue grew from $160 million in 2020 to $715 million in 2024[7] Pipeline Development & Catalysts - The company anticipates multiple milestones in 2025, with 6 Phase 3 development programs expected by year-end[62] - Topline data from the Phase 3 RECONNECT study of ZYN002 in Fragile X Syndrome is expected in Q3 2025[20, 22] - Phase 3 registrational trials of Pitolisant HD in narcolepsy and idiopathic hypersomnia are scheduled to begin in Q4 2025[20, 22, 41] - Preclinical data for BP1.15205, a potential best-in-class orexin-2 agonist, will be presented at SLEEP 2025 in June[20, 22, 24] Strategic Positioning & Market Opportunity - WAKIX is considered a potential $1B+ opportunity in narcolepsy alone[8, 12, 47] - The company is pursuing utility patents for pitolisant GR and pitolisant HD, potentially extending patent protection until 2044[20] - The company aims to establish a leadership position in CNS with a potential $3B+ opportunity[64]
WEBUILD BNP Paribas Primary New Issues: NO STAB Notice
GlobeNewswire News Room· 2025-07-03 09:14
Group 1 - The announcement indicates that no stabilisation was carried out for the securities offered by WEBUILD SPA [2] - The securities issued by WEBUILD SPA have an aggregate nominal amount of EUR 450 million with a coupon rate of 4.125% due on 3 July 2031 [3] - The offer price for the securities is set at 100 [3] Group 2 - The stabilisation managers involved in this offering include BOFA, BNP Paribas, GS, HSBC, IMI, JPM, and NATIXIS [4] - The announcement clarifies that the securities are not being offered for sale in the United States and have not been registered under the United States Securities Act of 1933 [5]