本报记者 肖伟 7月2日，劲仔食品集团股份有限公司（以下简称"劲仔食品"）在公司官方微信公众号上发布消息称，公 司旗下北海休闲食品智慧产业园启用仪式在广西壮族自治区北海市举行，该产业园的启用，不仅标志着 劲仔食品在深化产业布局、推动智能化升级的征程上迈出了坚实一步，也为当地食品工业高质量发展注 入新动能，还为中式零食出口东南亚创造了便利条件。 2023年9月，劲仔食品与北海经济技术开发区管理委员会签订协议，拟在北海经济技术开发区投资建 设"劲仔集团休闲食品智慧产业园项目"，规划投资2.8亿元，预计带动就业超1000人，主要生产休闲鱼 制品、禽肉蛋制品、休闲素食等休闲产品，致力于打造集传统风味休闲食品研发、生产、销售于一体的 现代化食品产业园。 作为中国重要的海洋城市，北海市拥有得天独厚的海洋资源和便捷的交通物流网络。劲仔食品的产业园 落户北海，将充分利用当地丰富的海洋渔业资源，特别是优质的海产原料，为深耕鱼类零食赛道提供稳 定、高品质的原料保障。同时，劲仔食品也有立足北海市，辐射新加坡、马来西亚等东南亚国家的长期 战略布局。 劲 仔食品北海休闲食品智慧产业园启用仪式劲仔食品供图 劲仔食品董秘丰文姬告诉《证券日 ...

非车险"反内卷"新规拟定 在以往的观念里，非车险是在财险公司业务范围内，除车险之外所有保险业务。在《征求意见稿》中，监管首先对非车险进行了圈定，是指财险公司经营 的除车险、农险、出口信用险、短期健康险和意外险之外所有保险业务。可以看出，监管在酝酿非车险"报行合一"的过程中，剔除了政策属性较强的农险 和出口信用险，以及属于人身险领域的健康险和意外险等。 所谓"报行合一"，是指保险公司实际执行的保险条款和保险费率，要与向监管部门报送的备案材料保持一致。就非车险"报行合一"，监管从考核、报备、 费用管理等方面提出了多项要求。 根据《征求意见稿》拟定，财险公司应严格执行经备案的保险条款和保险费率，财险公司和保险中介机构不得通过特别约定、批单、协议、备忘录等方式 实质改变经备案的保险条款责任，不得通过拆分保险标的、拆分保额、更改被保险人性质、更改标的使用性质等形式变相降低保险费率。 继车险、寿险银保、寿险经代等渠道"报行合一"落地后，非车险领域的"报行合一"开始酝酿。7月2日，北京商报记者获悉，国家金融监督管理总局向各财 险公司下发《关于加强非车险监管有关事项的通知（征求意见稿）》（以下简称《征求意见稿》），以推进财险 ...

21世纪经济报道记者吴斌 上海报道 由于经济数据尚可、关税谈判对通胀的影响仍待确定，源达信息证券研究所所长吴起涤认为，美联储7 月降息的概率较低。对于美联储而言，最重要的是实现充分就业和价格稳定的双重目标，7月降息与否 主要取决于关税政策和通胀数据将如何发展。因此，后续需要重点关注7月3日公布的美国就业数据、7 月9日关税节点与7月中旬公布的CPI数据。 虽然美联储7月降息概率不高，但中国银行研究院主管王有鑫提醒，如果出现超预期情况，市场情绪将 明显获得提振，短期风险偏好将回归，美国和全球金融市场将进一步走高。美元指数或将进一步下跌， 非美货币走势和跨境资本流动形势将进一步企稳，黄金等大宗商品价格将波动走高。 在全球面临关税巨大冲击波之际，美联储主席鲍威尔、欧洲央行行长拉加德、英国央行行长贝利、日本 央行行长植田和男、韩国央行行长李昌镛等齐聚葡萄牙辛特拉。 据央视新闻报道，当地时间7月1日，鲍威尔在出席欧洲央行中央银行论坛时表示，如果不是因为美国总 统特朗普的关税政策，美联储降息会更早，目前也会采取更宽松的货币政策。由于关税的影响，几乎所 有对于美国通胀率的预测都在大幅上升。 鲍威尔承认，尽管美国政府施加的压 ...

Group 1 - The company is Dassault Aviation, a French corporation with a share capital of €62,717,627.20 [2] - The headquarters of the company is located at 9, Rond-Point des Champs-Élysées - Marcel Dassault, 75008 Paris [2] - As of June 30, 2025, the total number of shares is 78,397,034, with theoretical voting rights amounting to 130,564,624 [2][3] - The exercisable voting rights as of the same date are 130,389,462 [2][3]

每经记者｜陈晴 每经编辑｜张益铭 并购重组 经纬辉开：拟以1.49亿元收购诺思微12.44%股权 经纬辉开公告称，公司拟以自有资金收购诺信源持有的诺思微5.7642%股权，股权转让价格为6917.04万 元；收购庞慰先生持有的诺思微6.6806%股权，股权转让价格为8016.72万元。 吴通控股：拟以8400万元收购苏州市吴通智能电子有限公司20%股权 吴通控股公告称，公司拟以现金人民币8400万元收购控股子公司苏州市吴通智能电子有限公司少数股东 裴忠辉持有的标的公司20%股权。 增减持 海南高速：拟购买交控石化51%股权，预计构成重大资产重组 海南高速公告称，公司拟以现金方式购买交商集团持有的交控石化51.0019%股权。本次交易完成后， 交控石化将成为公司的控股子公司，纳入公司合并报表范围。 天际股份：控股股东及一致行动人拟减持不超过3%公司股份 天际股份公告称，控股股东汕头天际及一致行动人星嘉国际计划自公告披露之日起十五个交易日后的三 个月内，合计减持不超过1475.28万股股份，占公司总股本3%。 安杰思：天堂硅谷等拟合计减持公司不超4%股份 安杰思7月2日晚间公告称，持股3.99%的股东苏州元生私募 ...

Core Insights - Tempus AI, Inc. (TEM) is experiencing significant revenue growth, with a 75.4% year-over-year increase in total revenues in Q1 2025, driven by a remarkable 89% growth in Genomics revenues and a 43% rise in Data & Services revenues [1][9]. Group 1: Revenue Growth - The Genomics segment saw a 20% volume growth in oncology tests and higher average revenue per test due to increased Medicare reimbursement rates. Hereditary testing contributed $63.5 million in revenues with a 23% volume growth following the acquisition of Ambry Genetics [2]. - The Data & Services segment's growth was fueled by a 58% improvement in Insights, the data licensing business, which expanded through partnerships with major companies like Novartis, Merck EMD, Takeda, and United Therapeutics [2]. Group 2: Strategic Developments - Tempus AI signed a $200 million data and modeling license agreement with AstraZeneca and Pathos to develop the world's largest foundation model. The company is also set to launch a new liquid biopsy assay, xM, for treatment response monitoring in the coming months, along with its first whole-genome sequencing test, Xh, expected to launch next year [3]. Group 3: Competitor Performance - Exact Sciences Corporation (EXAS) reported a 10.9% revenue increase in Q1 2025, driven by strong adoption of its Cologuard product and the launch of Cologuard Plus. Precision Oncology revenues grew by 4% due to the continued adoption of Oncotype DX and the launch of Oncodetect [4]. - Exelixis (EXEL) experienced a 30.6% year-over-year revenue growth in Q1 2025, primarily due to the success of its Cabozantinib franchise, particularly the launch of CABOMETYX for advanced neuroendocrine tumors [5]. Group 4: Stock Performance and Valuation - Over the past year, Tempus AI shares have surged by 79.1%, outperforming the industry growth of 39.9% and the S&P 500's 13% improvement [6]. - Currently, TEM trades at a forward 12-month Price-to-Sales (P/S) ratio of 7.85X, compared to the industry average of 5.91X [7].

Core Insights - PPL Corporation is experiencing significant growth due to increased demand from data centers, particularly in Pennsylvania and Kentucky, driven by the rise in artificial intelligence workloads [1][4] - The U.S. data center market is projected to reach $308.83 billion by 2030, indicating a robust expansion opportunity for utilities like PPL [1] Group 1: Data Center Demand and Growth - PPL is witnessing load growth with nearly 11 gigawatts (GW) of potential data center demand in advanced stages, requiring a capital investment of $700-$850 million [2] - Active data center requests in Pennsylvania have surged to 50 GW for the period of 2026-2034, reflecting a strong demand trajectory [2][8] - In Kentucky, the first 400 megawatt (MW) hyperscale data center campus has been announced, with active requests nearing 6 GW for the same period [3] Group 2: Capital Investments and Infrastructure - PPL plans to invest $20 billion in capital expenditures from 2025 to 2028 to modernize its grid infrastructure and connect data centers [3][8] - The expected capital investment for 2025 and 2026 is projected to be $4.3 billion and $5.2 billion, respectively [3] Group 3: Strategic Positioning and Revenue Growth - PPL is strategically positioning itself to capitalize on the anticipated data center boom by investing in grid modernization and enhancing transmission and distribution infrastructure [4] - The company aims to secure new revenue streams and strengthen long-term growth prospects through partnerships and service agreements with data center operators [4] Group 4: Stock Performance and Earnings Estimates - PPL's stock has increased by 23.4% over the past year, outperforming the industry average growth of 18.2% [7] - The Zacks Consensus Estimate indicates an earnings per share growth of 7.69% for 2025 and 7.97% for 2026 [10]

Core Insights - Applied Digital Corporation (APLD) reported a 22% revenue growth in Q3 fiscal 2025, reaching $52.9 million, primarily due to expanded data center and cloud capacity [1][11] - The company experienced a widening net loss of $36.1 million, equating to a 16-cent loss per share, raising concerns about sustainability amid aggressive expansion [1][11] Financial Performance - APLD's adjusted EBITDA improved significantly to $10 million, indicating underlying business potential despite short-term challenges [2] - Cost of revenues increased to $49.1 million due to higher facility operations, while interest expenses nearly doubled to $8.9 million, reflecting elevated debt levels of $689.1 million [3] - Seasonal power costs and a shift from single to multi-tenant cloud configurations contributed to margin compression [3] Strategic Developments - APLD is on track to launch its Ellendale campus in Q4 fiscal 2025, supported by strategic financing commitments of $5 billion from Macquarie and $375 million from SMBC [2] - The company plans to divest its Cloud Services business to mitigate competition with hyperscaler clients and prepare for a potential REIT transition, raising questions about long-term strategic coherence [4][5] Market Position - APLD's stock has increased by 27.7% year-to-date, outperforming the industry average gain of 3.2% [10] - The company trades at a forward price-to-sales ratio of 8.64, significantly above the industry average and its five-year median of 1.45, indicating potential overvaluation [12] Earnings Estimates - The Zacks Consensus Estimate for APLD's fiscal 2026 earnings suggests a year-over-year increase of 73.6% [13] - Current estimates indicate a projected loss of $0.99 for the current year, with expectations of narrowing losses to $0.27 in the next year [14]

Tesla delivered 384,122 vehicles in the second quarter of this year, wrapping up another weak quarter for the company as it struggles to bring the pace of sales back up to 2023 levels.That represents a 13.5% drop from the number of cars Tesla delivered in the second quarter of 2022, and it means Tesla runs a real chance of underperforming its total sales figure from 2024. If that happens, it would mean Tesla’s sales will have fallen two years in a row — despite the company once promoting the ability to grow ...

（原标题：和讯投顾刘文博：A股缩量成交13769亿， 本轮首阴出现，尾盘全团进城） 昨天提前出城三个营，今天市场单边下跌，盘中做低后尾盘结束进程。7月2号A股收盘了，和讯投顾刘 文博分析，首先昨天我们的三个营的品种跌破了持股线，按照纪律10:30~11:00我们减了三个营，那么 今天早盘的普跌呢我们就比大多数人少挨了一刀，到10:30的时候呢又1个东西跌破持股线了，所以6个 营变成了5个营，下午2点又有1个东西跌破了持股线，所以6个营变成了4个营。2:00撤离之后，呢指数 出现了一波快速的回落，在2:19左右大盘出现了一个今天的最低点，很幸运就在这个最低点我们进城了 两个营的部队，因为跌的比较深了，已经符合了我们低吸的标准，2:19的时候呢就是4个营重新变回了6 个营蓝筹，没想到进完之后指数就开始一路上行，但是由于这个上涨啊并没有量，从进程到2:45，指数 的量一丁点都没有放，代表着反弹并不得人心。 随后在2:35左右，指数又开始了一个小幅度的回落，那么也就是在2:50这个位置，也就是今天市场尾盘 的次低点，我们把4个营全都塞了回去，整体上就相当于昨天到今天做了1个小小的差价，肯定有人会问 为什么跌下来了，调 ...