零出口关税的有效期为7月9-15日，而根据此前计划，7月2-8日为56.3俄罗斯卢布/吨。（国际文传通讯 社） 俄罗斯农业部将小麦出口税定在零，为2021年6月份以来首次。 ...

战略管理方面，强调推进品牌深度融入企业发展。加强品牌战略制定、实施、优化全过程管理，推动品 牌战略与企业发展战略一体部署、同步实施，完善品牌战略闭环管理，推进品牌深度融入企业发展。 目标管理方面，强调锻造品牌价值提升核心能力。强化创新赋能，打造一流品牌。筑牢质量基石，培育 优质品牌。厚植文化底蕴，建设特色品牌。积极稳妥推进碳达峰碳中和，增强绿色低碳产品和服务供 给，努力引领绿色低碳生产生活方式，持续打造绿色品牌。 7月4日，国务院国资委印发《关于新时代中央企业高质量推进品牌建设的意见》(下称《意见》)，提出 到2030年要实现中央企业品牌价值大幅提升，到2035年要形成一批管理先进、贡献卓越、价值引领、享 誉全球的卓著品牌。 《意见》从加强品牌战略、目标、过程、资产管理，以及全面提升品牌国际化水平等方面作出具体安 排。《意见》强调要破解品牌工作的"孤岛现象"；注重战略性新兴产业、未来产业自有品牌商标注册， 预防恶意商标抢注行为；注重并购重组企业优质品牌资产的继承维护；高水平开展并购重组，引入全球 优质品牌资产等。 《意见》强调"六个全面"任务举措，指导中央企业推进品牌建设和品牌价值提升工作。 资产管理方面，要 ...

谈及试点措施复制推广的落实工作时，有关部门反复提到的一大方面是"重点推进企业和群众急需的试 点举措落地见效"。知识产权保护、政府采购改革、数据跨境流动等举措，是前期市场主体尤其是外商 投资主体诉求强烈、呼吁改革的重点领域，将这些措施在更大范围内推广开来，正是回应"企业所 急""群众所需"的具体体现。 回应关切只是第一步，各类主体相关诉求的最终指向是寻求更为公平的市场竞争环境，以及更加透明稳 定可预期的制度环境。因此，未来还需要各部门、各地方协同落实诸如进一步提高有限竞争项目信息透 明度、通过提高电子化采购水平不断优化采购流程、鼓励以中英两种语言发布采购公告等政府采购改革 举措，让确定的开放信号实实在在地转化为更深层次的改革，进一步释放制度红利，激发广大市场主体 的发展活力。 上海自由贸易试验区过去一年多，先行先试的77条举措将复制推广至全国或其他自贸试验区。纵观本次 复制推广的试点措施，除了贸易投资等传统议题，知识产权保护、政府采购改革、劳动者权益保护、国 有企业改革、环境保护等领域的改革举措也被囊括在内，且份量不轻。这既是我国推动各方共享制度型 开放机遇的有力举措，更显示出以开放促进深层次改革的决心。 当前 ...

证券代码：688026 证券简称：洁特生物 公告编号：2025-043 转债代码：118010 转债简称：洁特转债 广州洁特生物过滤股份有限公司 关于 2024 年年度报告的信息披露监管问询函的回复公告 公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 广州洁特生物过滤股份有限公司（以下简称"公司"）于近日收到上海证券交 易所科创板公司管理部出具的《关于广州洁特生物过滤股份有限公司的定期报 告信息披露监管问询函》（上证科创公函【2025】0242 号），公司收到回函后 高度重视，及时组织相关部门和中介机构就有关问题进行了认真分析与核查， 现就相关问题具体恢复如下： 在本问询函相关问题的回复中，合计数与各分项数值相加之和可能存在尾数 差异，均为四舍五入所致。如无特别说明，本回复中使用的简称或名词释义与 《广州洁特生物过滤股份有限公司 2024 年年度报告》一致。 鉴于公司回复内容中披露的部分信息涉及敏感信息，因此公司针对该部分内 容进行豁免披露。 问题一、关于营业收入。 年报显示，2024 年公司实现营业收入 5.59 亿元，其 ...

4月以来，A股保险股涨幅明显，新华保险（601336）接近历史高点，中国人保（601319）创6年多新 高。而在H股市场，新华保险、中国人保(即中国人民保险集团)过去一年涨幅达2倍左右，均已创下历史 新高。昨日(4日)，A股保险板块整体上涨0.74%，盘中涨幅超1%，再次吸引市场目光。有投资者称保险 股"走出了牛市的节奏"。 受访的分析人士认为，支撑保险股上涨的有资金面逻辑，也有基本面逻辑。 资金面上，一位新财富最佳分析师向证券时报记者分析，保险股近期上涨主要是受益于市场资金配置行 为。因容易跑赢指数、弹性较高，保险股成为主动权益基金增加配置的对象。"在目前低利率、低信用 利差的环境下，各类机构都会去配置权益，这其实是权益风险偏好的扩张。" 相关数据显示，机构投资者此前对保险板块的配置低于指数权重。以公募基金为例，其对金融各板块的 配置比例普遍低于指数。在中长期资金入市背景下，预计保险公司将提升权益配置比例，更加具备"牛 市第二旗手"的特征。 基本面上，保险股则有边际利好和中长期向好因素。 从外部因素看，随着宏观经济、资本市场景气度提高，保险公司业绩将受益。东吴非银团队研报认为， 保险业经营具有显著顺周期特性 ...

Core Insights - Fastly's Security segment is becoming a significant contributor to its edge platform strategy, with Q1 2025 revenues of $26.4 million, reflecting a 7% year-over-year increase and accounting for 18% of total revenues [1][10] Group 1: Security Segment Performance - The Security portfolio is designed for low-latency, automated protection across web and API environments, including solutions like Client-Side Protection, API shielding, DDoS detection, and bot mitigation [2] - Ongoing product additions and upgrades are driving momentum in the Security portfolio, with features like Client-Side Protection for unauthorized activity detection and Attack Insights for real-time DDoS traffic visibility [3][4] Group 2: Competitive Landscape - Fastly's Security stack faces competition from Fortinet and Cloudflare, both enhancing their solutions for secure digital infrastructure [5] - Fortinet is gaining traction with advanced capabilities in bot protection and API security, making it a strong competitor in Fastly's core markets [6] - Cloudflare is expanding its security platform with advanced DDoS protection and bot management, positioning it as a direct competitor to Fastly [7] Group 3: Financial Performance and Valuation - Fastly's shares have declined 25.5% year-to-date, contrasting with a 7% increase in the broader Zacks Computer & Technology sector and a 14.4% appreciation in the Zacks Internet Software industry [8] - Fastly's forward 12-month price-to-sales ratio is 1.63X, significantly lower than the industry's 5.74X, indicating a potential undervaluation [11] - The Zacks Consensus Estimate for Fastly's second-quarter loss is 5 cents per share, reflecting a 28.57% improvement year-over-year, while the 2025 loss estimate is 9 cents per share, indicating a 25% year-over-year improvement [14]

智利南部麦哲伦大区附近海域4日发生6级地震。目前尚无人员伤亡和财产损失报告。据智利大学全国地 震中心消息，地震发生于当地时间4日11时47分（北京时间4日23时47分），震中位于麦哲伦大区威廉斯 港以南258公里处，震源深度10公里。智利海军水文和海洋局海啸预警部门说，此次地震不会引发海 啸。智利地处环太平洋地震带，地震发生比较频繁。（新华社） ...

诸多因素中，二级市场估值修复与退出预期改善是募资、投资回暖的核心逻辑。当前行业对多元化退出 机制的共识不断深化，创投机构普遍将提升DPI(已分配资本/实缴资本)作为核心目标，通过优化退出策 略为出资人创造回报，因此对项目的退出诉求尤为强烈。 不过，市场全面回暖仍需突破多重关卡，比如，市场化资金投资情绪有待进一步激活，长线资金入市规 模需持续扩大，IPO退出通道有待进一步畅通。唯有实现"募投管退"全链条良性循环，机构投资者才能 真正释放投资动能，加大对硬科技领域的布局力度。未来，随着政策红利持续释放叠加市场机制自我修 复，创投行业将向更具韧性、更富效率的发展新阶段迈进。 随着上半年创投市场关键数据陆续发布，行业人士对市场回暖的认知已从主观感受转向客观数据支撑。 执中最新报告显示，上半年机构LP(出资人)出资规模同比激增50%，投融资规模降幅显著收窄，IPO退 出项目数量增幅超20%。多项核心指标集体反弹，标志着创投市场走向复苏周期。 政策"组合拳"持续发力成为市场修复的核心动能。从2024年新"国九条""创投十七条"到2025年初国办1 号文，再到5月七部门提出设立"国家创业投资引导基金"，一系列政策"组合拳" ...

Group 1: Company Overview - Oklo Inc. is engaging with companies operating large data centers, which require significant energy for their operations [1][3] - The Aurora powerhouse, currently under development, aims to provide clean and reliable energy to these data centers if successfully commercialized [1][7] Group 2: Business Model and Strategy - Oklo's power-as-a-service model involves delivering electricity directly to data centers under long-term contracts, which is central to its strategy but not yet implemented [2][7] - The company is open to customer investments in its projects, which may include upfront payments or partnerships in energy systems to fund the construction of its power plant [2] Group 3: Market Demand and Customer Pipeline - Oklo is working with customers to identify optimal locations for future reactors, positioning itself to meet the growing demand for clean energy from data centers [3] - The customer pipeline for Oklo includes over 14 gigawatts of potential power capacity, indicating strong interest, though these are not binding contracts [3][7] Group 4: Industry Context - Talen Energy Corporation has partnered with Amazon Web Services to supply electricity directly to AWS data centers, generating revenue from its nuclear plant site [4] - Constellation Energy Corporation is expanding its nuclear offerings to meet the increasing power demand from AI and cloud computing, positioning its nuclear fleet as a stable solution for hyperscale data centers [5] Group 5: Financial Performance - Oklo's shares have increased by 551.2% over the past year, significantly outperforming the industry average gain of 54.1% [6] - The company currently trades at a price-to-book value of 27.76X, which is above the broader industry average of 5.57X [9]

Core Insights - Reddit Inc. is positioned to potentially continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates by an average of 297.00% in the last two quarters [1][2]. Earnings Performance - For the last reported quarter, Reddit Inc. achieved earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, resulting in a surprise of 550.00% [2]. - In the previous quarter, the company was expected to report earnings of $0.25 per share but delivered $0.36 per share, yielding a surprise of 44.00% [2]. Earnings Estimates and Predictions - Recent estimates for Reddit Inc. have been trending upward, with a positive Earnings ESP of +35.71%, indicating increased analyst optimism regarding the company's earnings prospects [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate [7]. - A negative Earnings ESP does not necessarily indicate an earnings miss but can reduce the predictive power of the metric [9].