金城医药（300233）公告，控股子公司金城金素收到国家药品监督管理局下发的注射用头孢地嗪钠 (0.5g、1.0g)药品补充申请批准通知书，该药品通过仿制药质量和疗效一致性评价。注射用头孢地嗪钠 是第三代头孢菌素，主要用于链球菌属、肺炎球菌等敏感菌所致的感染。米内网显示2022年至2024年国 内公立医疗全规格注射用头孢地嗪钠销售额分别为10.74亿元人民币、6.75亿元人民币、3.94亿元人民 币。 ...

带着宝宝的一对儿新人。 "天山缘起 疆爱永恒"情牵中石大集体婚礼6月28日在克拉玛依校区红山湖体育馆举行。55 对扎根新疆的 伉俪齐聚中石大，他们中既有投身西部能源开发的 "80 后" 开拓者，也有跨越山海支教的"银发教师"。 这场融合了校城情缘与家国情怀的集体婚礼，既是新时代人才响应"到祖国最需要的地方去"号召的生动 实践，也成为展示新疆吸引人才、凝聚发展合力的鲜活缩影。 上午11点58分，轻盈的《青春舞曲》步调响起，55对新人穿着统一的礼服执手走上红毯，有序进入会 场。新人一经露面，就收获了全场的掌声和祝福。 新人们依次入场站定，主持人一一介绍，每介绍完一个，掌声就会在全场响起。新人们在花树下站定挥 手，摆出一个个有爱的姿势，有些新人也把自己的宝贝带到现场，让长在天山脚下的孩子共同见证爸爸 妈妈的爱情。 新人们相对而立，深情注视着自己的爱人并为彼此戴上了戒指。在全场宾客的祝福掌声中，新人们以双 环相扣的校徽元素戒指为信物，将个人理想与校城情缘、家国情怀紧紧相连，让这场镌刻着边疆印记的 集体婚礼成为青春与信仰交织的见证。 随后，三对有代表性的伉俪走上舞台接受校区赠送的定制书法作品。他们来自不同年龄段和不同职 ...

这场围绕最低企业税的博弈，实质是全球经济权力的再分配。美国通过操控七国集团，打造利益同盟， 将全球规则定制化为服务于自身跨国企业的工具，极力遏制其他经济体的崛起和竞争。美国所谓"维护 税收主权"不过是其霸权主义的幌子，掩盖其谋求经济利益最大化的真实目的。七国集团的"豁免"协 议，不仅破坏了税收的普适性和公平性，更直接加剧了全球南北差距，阻碍了国际社会推动包容性发展 的努力。 中国作为全球第二大经济体和负责任大国，必须高度警觉七国集团的这一霸权操弄，坚决维护自身税收 主权和发展权益。中国应携手广大发展中国家，积极参与国际税收治理，推动经合组织和二十国集团真 正实现规则公平，反对任何形式的特权豁免。推动建立更加公正合理的国际税收体系，不仅是维护国家 利益的必然选择，更是承担推动全球经济治理改革、维护多边主义的历史责任。只有打破发达国家对国 际规则的垄断，才有可能实现全球经济治理的真正平衡和稳定。 文丨陆弃 近日，七国集团达成了一项令人震惊的协议——豁免美国大型跨国企业缴纳国际经合组织(OECD)和二 十国集团(G20)推动的15%最低企业税。这项协议的实质，是发达国家特别是美国利用其霸权地位，赤 裸裸地破坏全球税 ...

新产品的开发，全面提升公司综合实力，努力把公司营造成为 一家技术领先、品质卓越、服务优秀的车用电机技术解决方案 的供应商。 问题二：请问新能源车在配置方面为什么会注重消费件和外观 件？公司电机产品成本竞争态势如何？ 答：在新能源汽车领域，较多部件所具备的独特外观设计 以及新型实用功能，对潜在购车者而言具有强大的吸引力。以 隐形门把手、电动尾门等产品为例，随着其在市场上的渗透率 不断提升，它们不大容易出现市场需求萎缩的情况。相反，由 于其在提升车辆整体吸引力方面的重要作用，市场需求有望持 续保持稳定甚至增长。 在电机销售方面，与 2024 年相比，今年上半年电机的销 售均价变动幅度不大。这主要是因为当前电机价格已经处于相 对较低的水平。行业内一般不会出现恶性价格竞争的情况。这 种相对稳定的价格态势，有助于市场的健康发展，保障了电机 销售市场的有序运行。 问题三：公司传统清洗业务板块持续承压，在新客户开拓方面 有何规划？ 证券代码：300969 证券简称：恒帅股份 宁波恒帅股份有限公司 投资者关系活动记录表 编号：2025-016 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关 ...

| | 场拓展层面打开全新增长空间。 | | --- | --- | | | 2、索尔斯预计什么时候完成交割？ | | | 回复：我们目标今年三季度内完成交割，目前各方正在积极推动 | | | 相关审批，努力尽快完成交割。 | | | 3、目前索尔斯的经营情况如何？ | | | 答：我们在收购公告里已披露了索尔斯的一年一期的财务数据， | | | 从数据上来看经营业绩提升还比较明显。目前还未股权交割，具 | | | 体的情况要等交割后才知晓。 | | | 4、公司今年主要贡献利润的业务有哪些? | | | 回复：公司努力推进今年经营性利润目标达成，软板业务凭借在 | | | 消费电子、新能源汽车等领域的布局与客户基础，是核心支撑； | | | 硬板业务受益于 5G 通信、数据中心等需求增长助力；触控显示 | | | 业务通过优化结构、提升效率，扭亏为盈贡献增量；精密制造业 | | | 务凭先进工艺与多元产品矩阵发挥作用。由于目前 LED 业务处亏 | | | 损状态，公司正调整方向、控成本，保障整体目标推进。 | | | 5、公司在泰国工厂的布局和预期效益如何? | | | 回复：软板主要规划产品是模组板，最 ...

Core Viewpoint - International Paper has completed the divestiture of five European plants to PALM Group to meet regulatory commitments from its acquisition of DS Smith Plc [1][2]. Group 1: Company Overview - International Paper is a global leader in sustainable packaging solutions, headquartered in Memphis, Tennessee, with operations in over 30 countries and more than 65,000 employees [3]. - The company reported net sales of $18.6 billion for 2024 and acquired DS Smith in 2025, enhancing its position in the North American and EMEA regions [3]. Group 2: Details of the Divestiture - The divestiture includes three plants in Normandy, France, one box plant in Ovar, Portugal, and one box plant in Bilbao, Spain [1]. - This sale was part of the agreement with the European Commission to satisfy obligations related to the acquisition of DS Smith Plc [2]. Group 3: About PALM Group - PALM is a family-owned company based in Aalen, Germany, and is a leading European producer of containerboard, graphic paper, and corrugated packaging [4]. - In 2024, PALM operated five paper mills and 33 corrugated box plants in Europe, employing 4,200 people and achieving a turnover of €2 billion [4].

7月1日，岚图汽车公布了2025年6月销量数据。数据显示，岚图汽车6月单月销量为10053辆，较去年同期增长83%。今年1-6月，岚图汽车累计销量达56128 辆，同比增长85%。其中，岚图梦想家在高端新能源MPV细分市场表现突出。 岚图汽车CEO卢放表示："在用户和合作伙伴的支持下，岚图汽车上半年保持了增长态势，销量增幅高于行业平均水平。我们推出了岚图梦想家，以满足用 户对更安全、更智慧出行的需求。接下来，岚图汽车将继续以用户为中心，加快技术创新，提供更多元化的产品和服务。随着7月12日新款岚图FREE+的上 市，我们期待销量的进一步提升。" 新款岚图FREE+开启预售 发布创新文化及品牌 IP 形象 6月26日，岚图汽车召开首届企业文化大会，主题为"继往者 创未来"，并宣布将每年6月26日设为"岚图企业文化日"。会上发布了岚图创新文化体系，阐述 了"创新岚图，让科技更有温度"的愿景，明确了"以用户需求为舵，科技创新开拓"的创新使命，并提出了涵盖服务、技术、制造、管理等多方面的创新价值 观。 同时，岚图汽车正式发布了以"鲲"为灵感的品牌IP形象。岚图汽车还宣布，将于7月12日举办"2025VOYAH NIG ...

行业主要上市公司：山东药玻(600529);正川股份(603976);万顺新材(300057);大胜达(603687);美盈森 (002303);紫江企业(600210);双星新材(002585);力合科创(002243);宏裕包材(837174);嘉美包装(002969);昇 兴股份(002752);宝钢包装(601968)等 行业发展历程 塑料包装和纸包装合计市场份额过半 我国包装行业经历了高速发展阶段，现在已经建立起相当的生产规模，已经成为我国制造领域里重要的 组成部分。我国包装行业政策发展历程主要可分为三个阶段，十二五时期以前，我国包装行业处于初步 成长期，政策集中在产品技术规范、市场准入制度等基础制度及规范的完善;2010-2020年，随着国家对 环保的重视程度不断提高，包装行业开始向绿色包装方向发展，政策着重于限制过度包装、体长绿色消 费、构建绿色包装标准体系等方面;2021年以来，我国包装行业进入快速发展期，绿色包装建设取得初 步进展，国家政策集中在进一步完善包装产业链建设，实施"可持续包装战略"加速构建绿色发展体系， 同时，综合利用5G、物联网、工业互联网、大数据、云计算、区块链、人工智能、虚 ...

Core Viewpoint - Super Micro Computer (SMCI) has seen a significant stock price increase, attributed to broader market gains and potential geopolitical easing, which may benefit global supply chains crucial for AI and data center sectors [2] Group 1: Recent Stock Performance - SMCI stock surged nearly 10% in the last week and is up approximately 58% year-to-date [2] - The stock's recent gains are linked to potential renewed discussions with Iran, indicating a possible easing of geopolitical tensions [2] Group 2: Financial Strategies - Super Micro plans to issue $2 billion in convertible notes maturing in 2030 to enhance liquidity for capacity expansion [3] - This issuance may dilute existing shareholders but is aimed at meeting increasing demand [3] Group 3: Market Position and Product Development - Super Micro's server products are closely tied to Nvidia's GPU ecosystem, allowing the company to quickly adapt to Nvidia's latest releases [4] - The company is positioned to benefit significantly as Nvidia's Blackwell-based systems expand, serving as a key supplier of high-density GPU servers [4] Group 4: Valuation Metrics - SMCI stock appears fairly valued at its current market price of $47.50, with a comparison of its valuation metrics against the S&P 500 [5] - The price-to-sales (P/S) ratio for SMCI is 1.4 compared to 3.1 for the S&P 500, indicating it may be slightly undervalued [6] - The price-to-earnings (P/E) ratio stands at 25.4 versus 26.9 for the S&P 500, further supporting the valuation perspective [6] Group 5: Revenue Growth - Super Micro has recorded an average revenue growth rate of 68.1% over the past three years, significantly outpacing the S&P 500's 5.5% [7] - Revenues increased by 82.5% from $12 billion to $22 billion in the last 12 months, compared to a 5.5% growth for the S&P 500 [7] - Quarterly revenues grew by 19.5% to $4.6 billion from $3.9 billion a year ago, while the S&P 500 saw a 4.8% rise [7] Group 6: Profitability Analysis - Super Micro's operating income over the last four quarters reached $1.3 billion, reflecting a low operating margin of 6.1% [8] - The operating cash flow (OCF) during this period was $148 million, indicating a very low OCF margin of 0.7% compared to 14.9% for the S&P 500 [8] - Net income for the last four quarters was $1.2 billion, showing a low net income margin of 5.3% relative to 11.6% for the S&P 500 [8] Group 7: Financial Stability - Super Micro's debt stood at $2.5 billion with a market capitalization of $28 billion, resulting in a strong debt-to-equity ratio of 8.6% [9] - Cash and cash equivalents amount to $2.5 billion, constituting a cash-to-assets ratio of 23.6% [9] Group 8: Resilience During Downturns - SMCI stock has shown greater resilience than the S&P 500 during recent downturns, recovering fully from significant declines [10][11][12] - The stock's performance during past crises indicates a capacity for recovery, although profitability remains a concern [13] Group 9: Overall Assessment - Super Micro Computer exhibits a mixed fundamental profile with extremely strong growth, very weak profitability, very strong financial stability, and strong downturn resilience [14] - The stock is considered fairly priced, but caution is advised due to profitability concerns and corporate governance issues [13][14]

Financing Overview - atai Life Sciences has entered into subscription agreements for the purchase of 18,264,840 ordinary shares and pre-funded warrants to purchase an additional 4,566,210 shares, expected to generate gross proceeds of approximately $50 million [1][2] - The financing is co-led by Ferring Ventures S.A. and Apeiron Investment Ltd., with participation from healthcare-focused institutional investors such as Ally Bridge Group and ADAR1 [2][4] Use of Proceeds - The net proceeds from the financing will be utilized for general corporate purposes, including working capital and advancing the clinical development of atai's product candidates and programs [1][3] Clinical Development and Future Plans - atai aims to accelerate its efforts in delivering new therapeutic options for mental health challenges, with a clear Phase 3 plan anticipated by early 2026 [3] - The company is advancing its pipeline of psychedelic-based therapies, including VLS-01 for treatment-resistant depression and EMP-01 for social anxiety disorder, both in Phase 2 clinical development [7] Investment Rationale - Ferring Ventures S.A. emphasizes the transformative potential of psychedelics for mental health conditions and supports atai's innovation in this space [4] - The financing is seen as a strategic move to position atai for future commercialization as it transitions from a clinical-stage biotech to a fully integrated commercial company [3][4]