2Q25 Conference Call August 1, 2025 00 2Q25 – HIGHLIGHTS | | Business diversification and | Quarterly growth of 5% in | Solid cash and gross debt | | --- | --- | --- | --- | | | an assertive commercial | adjusted EBITDA in 2Q25, reaching | management resulted in | | | strategy generate resilience | | further deleveraging in the | | | and solid performance | R$ 2.6 billion | quarter | | | EBITDA growth in all segments | Adjusted EBITDA margin of 23.5% | Indicator reached 3.24x, down 9 | | | except mining due ...

5、国家网信办约谈英伟达公司，要求英伟达就对华销售的H20算力芯片漏洞后门安全风险问题进行说 明并提交相关证明材料。 6、国家卫生健康委和国家中医药管理局昨天发布了基孔肯雅热诊疗方案（2025年版）。诊疗方案指 出，基孔肯雅热是由基孔肯雅病毒感染引起，经伊蚊叮咬传播的急性传染病，临床以发热、关节痛、皮 疹为主要特征。目前我国尚无可供使用的基孔肯雅病毒疫苗。 7、为支持药品和医疗器械创新发展，国家医保局制定新上市药品首发价格机制，新增了100多项与医疗 新技术相关的价格项目。 智通财经8月1日早间新闻精选 1、国务院总理李强7月31日主持召开国务院常务会议，会议审议通过《关于深入实施"人工智能+"行动 的意见》。会议指出，当前人工智能技术加速迭代演进，要深入实施"人工智能+"行动，大力推进人工 智能规模化商业化应用。此外，会议还部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息政 策。 2、国家发展改革委召开上半年发展改革形势通报会，会议强调，纵深推进全国统一大市场建设，破 除"内卷式"竞争；推动"人工智能+"行动走深走实，推进低空经济高质量发展。 3、商务部新闻发言人何亚东昨日在新闻发布会上表示，根据中美斯 ...

ArcelorMittal (MT) reported $15.93 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 2%. EPS of $1.32 for the same period compares to $0.63 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $15.54 billion, representing a surprise of +2.47%. The company delivered an EPS surprise of -0.75%, with the consensus EPS estimate being $1.33.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Financial Data and Key Metrics Changes - Second quarter EBITDA increased to $135 per ton, indicating structural improvements and higher margins due to asset optimization and growth strategy [5][10] - Compared to the 2024 base, future normalized EBITDA is expected to be $2.1 billion, with one-third of this to be captured in the current financial year [6] Business Line Data and Key Metrics Changes - Calvert achieved a new shipment record in the second quarter, 10% higher than the first quarter and 10% above the same period last year [7] - Liberia posted record volume in the second quarter, with guidance for 10 million tonnes of shipments for the year [30] Market Data and Key Metrics Changes - The North American segment is expected to see marginally higher tariff costs, but this will be offset by the impacts of Calvert consolidation [18] - In Europe, the market is transitioning to a more favorable structure with the promise of trade defense mechanisms and carbon border adjustments [9][10] Company Strategy and Development Direction - Full ownership of Calvert is viewed as a positive development, enhancing the North American franchise [7] - The company is investing in a new world-class non-grain oriented electrical steel facility in Alabama, with a billion-dollar investment expected over the next few years [8] - The company aims to maintain growth momentum through strategic projects and an optimized asset portfolio [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining growth momentum and highlighted the importance of strategic projects in supporting EBITDA [6][10] - The company is optimistic about the European market's potential, contingent on the European Commission's actions regarding trade defense mechanisms [9][10] Other Important Information - The company has bought back 38% of its equity over the past four and a half years, enhancing shareholder value [11] - The company is focused on returning capital to shareholders while continuing to invest in growth [122] Q&A Session Summary Question: Can you walk us through the different moving parts for EBITDA in Q3 2025? - Management discussed operational issues in Mexico impacting production, resulting in $40 million losses in Q2, but expected stable shipments moving forward [14][15][17] Question: How do you plan to mitigate the risk of tariffs on slab imports? - Management highlighted a new slab supply agreement with US Steel and indicated that tariff impacts have been largely captured in Q2 results [20][21] Question: What is the expected contribution margin from Liberia's increased shipments? - Management confirmed guidance for Liberia at 10 million tonnes for the year, with expected profitability increases as new products are introduced [30][31] Question: What is the company's strategy regarding M&A in the US? - Management stated that the US remains a key market, with ongoing plans for growth, but did not comment on specific M&A targets [65] Question: How does the company view the potential for capacity restructuring in China? - Management acknowledged the need for capacity reform in China and expressed cautious optimism based on recent statements from Chinese authorities [100][101] Question: What are the expectations for the European market regarding safeguards? - Management indicated that the industry is advocating for limits on imports to boost domestic utilization rates and investments [54][56]

Q2 and 1H 2023 financial results 2Q 2025 Financial Results 27th July 2023 July 31, 2025 Genuino Christino, Chief Financial Officer Daniel Fairclough, Head of Investor Relations Leadership presentation Protecting employee health and safety is a core value of the Company Implementation of the safety audit recommendations is underway early progress encouraging Year 1- Laying the foundations for change: | | • | ~20 sites completed second-line audits by 1H'25 | | --- | --- | --- | | Enhanced assurance | • | enab ...

LAS VEGAS, July 31, 2025 (GLOBE NEWSWIRE) -- Live Ventures Incorporated (NASDAQ: LIVE) (“Live Ventures” or the “Company”), a diversified holding company, will issue its financial results for its fiscal third quarter ended June 30, 2025, before the market opens on Thursday, August 7, 2025. The Company will hold a conference call to discuss the results on Thursday, August 7, 2025, at 2:00 p.m. Pacific Daylight Time (5:00 p.m. Eastern Daylight Time). The dial-in numbers are as follows: 800.231.0316 (U.S.)+1.31 ...

South Korea was in an awkward position. Its key trading rivals in the European Union in Japan had secured an arrangement with Washington on things like autos and reciprocal tariffs. South Korea needed to make a deal.That's what we saw today. Because South Korea competes in major industries like semiconductors, autos, steel, and aluminum. And to see other countries have better arrangements with the US would have been unacceptable.If we look at the deals between Japan and South Korea, they're very similar in ...

India’s Tata Steel is planning to explore new markets in regions such as the Middle East and Latin America, as President Donald Trump’s tariffs impact shipments to the US. https://t.co/vCL8YoZAZ6 ...

Core Viewpoint - The Industrial and Commercial Bank of China (ICBC) Hebei Branch is actively promoting green development through green finance, aiming to support the economic and social development of Hebei Province and contribute to the construction of a beautiful Hebei [1][7]. Group 1: Green Loan Initiatives - As of June 30, 2025, the green loan balance of ICBC Hebei Branch reached 174 billion yuan, an increase of 30.3 billion yuan from the beginning of the year, with a growth rate 12 percentage points higher than the overall loan growth [1]. - In Xiong'an, the green loan balance reached 33.3 billion yuan, leading the industry and demonstrating the branch's commitment to green finance [2][3]. Group 2: Innovative Financial Products - The branch has introduced various innovative financial products, including the "Xiong'an Development Loan" and "Meteorological Assistance Loan," to support green projects and enhance agricultural resilience against natural disasters [4][3]. - ICBC Hebei Branch has provided a total of 16.9 billion yuan in loans for green building projects, including zero-carbon buildings and ecological restoration projects [3][4]. Group 3: Support for Renewable Energy Projects - The branch has established a "Carbon Peak and Carbon Neutrality" special loan and low-carbon transition fund, financing 16.3 billion yuan for 32 environmentally friendly enterprises [4]. - As a joint lead underwriter for green bonds, the branch successfully completed the issuance of 450 million yuan in green perpetual bonds, with all funds allocated to clean energy projects [4]. Group 4: Commitment to Sustainable Practices - ICBC Hebei Branch is implementing ten special actions to reduce its operational carbon footprint, including energy efficiency improvements and promoting green office practices [6]. - The establishment of the first green low-carbon bank outlet in Xiong'an reflects the branch's commitment to sustainable banking practices and community engagement [6].

截至收盘，沪指跌1.18%，深成指跌1.73%，创业板指跌1.66%。 沪深两市全天成交额1.94万亿，较上个交易日放量917亿。盘面上，市场热点较为凌乱，个股 跌多涨少，全市场超4200只个股下跌。 从板块来看，创新药概念反复走强，南新制药等多股涨停；AI应用端全天逆势活跃，易点天下 等涨停；AI硬件股表现分化，液冷服务器概念全天强势，英维克等涨停；下跌方面，钢铁、有 色等顺周期方向集体走弱，安阳钢铁跌超7%。大金融板块全天低迷，中银证券跌超5%。板块 方面，辅助生殖、液冷IDC、信创、华为昇腾等板块涨幅居前，钢铁、煤炭、有色、影视等板 块跌幅居前。 今日市场全天震荡调整，三大指数均跌超1%。本月市场总体呈现震荡攀升态势，三大指数月 线均收涨，其中 创业板指本月累计涨超8%，沪指3600点得而复失。 ...