随着越来越多的家庭重视儿童生长发育，儿童膳食补充剂市场蓬勃发展，不断吸引创新者涌入，agebox 旗下产品阿基孚就是其中的典型代表。 阿基孚聚焦生长发育核心的"GH-IGF-1轴"，以独特的"IGF-1增敏剂"定位另辟蹊径，自2022年底进入中 国市场以来，就迅速赢得广泛关注。数据显示，其儿童用户数已超过5万人，用户综合复购率达70%。 一款创新产品在短时间内取得如此成绩，实属不易。亮眼市场表现的背后，究竟有何独到之处？阿基孚 何以快速崛起为行业佼佼者？让我们一探究竟。 动植物提取物为原料，核心成分如何实现应用价值？ 据公开信息，阿基孚的主要成分为纯天然动植物提取物，包含牡蛎精华提取物、黄芪提取物、南非钩麻 提取物、东革阿里提取物等。有研究表明，这些成分在促进生长发育及增强免疫力方面具有潜在功效。 据了解，在研发之初，阿基孚就确定使用纯天然动植物原料，目的就是为了在源头保证产品安全性，给 儿童提供健康有效的产品。 许多纯天然动植物已经有悠久的食用、药用历史，比如黄精、冬虫夏草、石斛、麝香等。如今依托现代 科技，这些动植物的活性成分被高效提取与利用，应用价值显著提升。 以市场上热销的产品为例，破壁灵芝孢子粉具有 ...

华尔街见闻获悉，2025 Prime Day期间，MOVA创全球GMV 1.3亿里程碑，多品类获历史性突破。西南 欧市场，扫地机高端旗舰首登TOP 3，割草机双旗舰均强势占据TOP 3，洗地机领跑国际高端阵营。北 美市场，明星扫地机单品销量领跑，加拿大扫地机品类销额TOP 1，美国扫地机品类杀入Best Seller权威 榜单前列。（全天候科技） ...

Core Viewpoint - Silver One Resources Inc. has engaged Zonge International, Inc. to conduct a ground geophysical Induced Polarization (IP) and Magnetotelluric (MT) survey on its Phoenix Silver project in Arizona, aiming to detect underground metallic minerals and structures indicative of mineralization [1] Survey Details - The planned survey will cover 50-line kilometers of ground IP and MT over identified copper targets, which have not been drill tested before [4] - The IP survey will target vertical depths of 600 meters, while the MT survey will reach depths of 1,500 meters, assisting in defining and prioritizing targets for future drilling [5] Project Significance - The copper targets are located along the northeastern portion of the Miami-Inspiration copper belt, which is known for significant deposits, including Rio Tinto-BHP's Resolution deposit and BHP's Ocelot discovery [4] - Previous magnetic and ZTEM surveys, along with high-grade copper and silver samples, suggest the presence of a copper-silver system at depth in the southern part of the property [1] Silver Exploration Plans - The company plans to evaluate silver targets, particularly in the 417 area, and conduct a detailed gravity survey to locate massive silver bodies [6] - Additional work in the Nuggets North area will include mapping, sampling, and trenching, pending Forest Service permitting [6] Candelaria Project Update - Work at the Candelaria project is on schedule, focusing on metallurgical investigations to optimize silver and gold recoveries, with a Preliminary Economic Assessment (PEA) expected by year-end [7] Company Overview - Silver One is focused on exploring and developing quality silver projects, holding a 100% interest in the Candelaria Mine in Nevada, which offers potential for near-term production through reprocessing historic leach pads [9] - The company also owns multiple claims in the Cherokee project, which hosts silver-copper-gold vein systems, and the Silver Phoenix Project, a high-grade native silver prospect in Arizona [10]

以下文章来源于听筒Tech ，作者听筒Tech工作室 听筒Tech . 听见时代的声响 来源丨听筒Tech（ID:tingtongtech ） 作者丨陈珂 编辑丨饶言 图源丨作者拍摄 白牌在诸多县城的地位，毋庸置疑。 陈姐在县城开商超，最喜欢将"白牌"摆在店铺的最前方，或者货架的C位。 这在县城很常见。实际上，无论是酒水、饮料，零食还是一些日化用品，陈姐都偏爱这些地方区域性的"白牌"。十几年来，尽管一直也在做店铺升级和高端化，但陈姐一如既往喜欢 卖"白牌"。 时过多年，尽管经历品牌的几轮冲击和淘汰，这些本土饮料依然抗打。 陈姐解释，"一是因为确实好喝，征服了当地人的口感；二是因为本身价格也不贵，流行的年代也久了，得到了市场的认可和信任，喝起来更有本地认同感。" 在县城，很多消费者，也并不是"品牌为先"。和一线（二线）城市不同，他们并不在意商品"是否是品牌"，一些"白牌" 商品 ，由于价格实惠，质量完全不输大牌，且在当地出售多年， 更容易得到消费者的信赖。 一个事实是，在很多县城（尤其是乡镇）， 消费者 通常并没有强烈的品牌意识。他们 并不 愿意为品牌溢价付费，相反，他们十分能接受"白牌"，这种往往以 OEM（ ...

China Copper Equities Turning point China The long expected US import tax on copper is finally here: On Tuesday 8 July, US President Trump announced plans to implement a 50% tariff on imported copper and the tariff may be implemented as soon as this month (see Copper: Trump announces 50% import tariff, 9 July). The US imports around 50% of its refined copper demand per year, predominantly from Chile (65%), Canada (17%), and Mexico (9%). Given the impending tariffs, Comex copper prices have spiked over 10% s ...

Investment Ratings - The report maintains a Sell rating on COSCO Shipping Holding (1919 HK, HK$12.1 TP) and Yang Ming Marine (2609 TT, NT$59 TP) while assigning a Neutral rating to Maersk [3][89][92] Core Insights - The US has reached a trade agreement with Vietnam, imposing a 20% tariff on Vietnamese exports, which is slightly negative compared to market expectations [1] - Capacity growth in the shipping industry is projected at +10% YoY in July, with specific growth rates of +15% for the US and +20% for Europe [3] - Air freight rates have shown a decline of -2% YoY in June, indicating a potential softening in demand [1][3] Capacity and Demand - The overall capacity growth is +10% YoY in July, with a total number of scheduled sailings increasing by approximately +9% YoY [3] - The idling rate is at 3.4% by TEU, slightly below the ten-year average of 4.5% [4] - Cancelled sailings are at 7.1% this week, which is below the previous year's level of 8.1% [3] Tariff Implications - The 20% tariff on imports from Vietnam is expected to drive supply chain diversification away from China, particularly towards ASEAN countries [2] - The potential for tariffs ranging from 10% to 70% could challenge demand growth in the second half of 2025, although low-single-digit growth is still anticipated [3] Freight Rates and Market Dynamics - Air freight rates have decreased by -2% YoY in June, reflecting a broader trend of declining rates in the shipping sector [1][3] - Schedule reliability improved to 58.7% in April, indicating better operational performance in the shipping industry [4] Company Valuations - Maersk's target price is set at DKK13,591, based on a blend of price/book and EV/EBITDA valuations, reflecting market skepticism towards the sector [86] - COSCO Shipping Holdings has a target price of HK$12.1, based on a 0.7x 2026E PBV [89] - Yang Ming Marine's target price is NT$59, based on a 0.6x 2026E PBV [92]

Group 1 - The opening of the COFCO Joy City in Bao'an District attracted over 420,000 visitors on its first day, generating nearly 20 million yuan in sales, excluding Apple and automotive sales [2] - More than 50% of the nearly 400 brands in the mall are either flagship or customized stores, highlighting the trend of new retail experiences [2] - The mall features popular pop-up stores and immersive experiences, including a Disney-themed exhibition, which successfully attracted a younger demographic and fans of pop culture [2] Group 2 - Unique stores such as the latest flagship of Huanying Cinemas and the Hema 3.0 store contribute to the mall's diverse offerings, enhancing its appeal [3] - The PARTYDAYMEGA flagship store combines various entertainment options, including bowling and VR experiences, positioning itself as an immersive entertainment venue [3] - Shenzhen plans to open 21 new projects by 2025, adding a total commercial area of 1.8625 million square meters, with Bao'an leading in new commercial developments [3]

点击注册小程序 查看完整报告 特别申明： 1）产量：2025年6月SMM中国电解铜产量113.49万吨，环比-0.3%，同比+12.9%。（2）TC：截至2025年7 月11日，TC现货价为-43.23美元/吨，环比7月4日+0.1 美元/吨，仍处于2007年9月以来的低位。 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客 户，用作新媒体形势下研究信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿 订阅、接收或使用本订阅号中的任何信息。本订阅号难以设置访问权限，若给您造成不便， 敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相关人员为光大 证券的客户。 报告摘要 本周小结：美国或提前加征铜关税，铜价短期震荡 截至2025年7月11日，SHFE铜收盘价78430 元/吨，环比7月4日-1.63%；LME铜收盘价9663 美元/吨，环比 7月4日-1.92%。（1）宏观：特朗普7月10日宣称自8月1日起对铜加征50%关税；自2025年2月以来的全球 铜库存流向美国的套利行为或将终止。（2）供需：矿端、废铜后续仍维持紧张；需求端，线缆开工率本 周回升，7-9 ...

Core Viewpoint - Lululemon's valuation has decreased sufficiently to counterbalance the macroeconomic and geopolitical challenges it is currently facing [1] Summary by Relevant Categories - **Valuation Impact** - The decline in Lululemon's valuation is significant enough to mitigate the effects of external economic and political pressures [1]

Group 1 - The article discusses the importance of strategizing to counter external risks and price volatility in the oil and gas market when considering potential portfolio additions [1] - The author has nearly two decades of experience in the logistics sector and focuses on stock investing and macroeconomic analysis, particularly in ASEAN and NYSE/NASDAQ stocks [1] - The author emphasizes the diversification of investments across various industries and market cap sizes, including banking, telecommunications, logistics, and hotels [1] Group 2 - The author began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later expanding to different sectors [1] - The entry into the US market occurred in 2020, with the author gaining insights through a relative's trading account before opening their own [1] - The author has been utilizing analyses from Seeking Alpha to compare with their own research in the Philippine market since discovering the platform in 2018 [1]