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美国 IPO 市场本周动态:多领域企业密集上市,SPAC与微型股成亮点
Sou Hu Cai Jing· 2025-10-11 10:08
来源:美股研究社 本周美国 IPO 市场活跃度较高,尽管面临宏观不确定性,发行方仍积极调整策略推进上市进程。本周共 有 6 家企业通过传统 IPO 上市、2 家特殊目的收购公司(SPAC)挂牌;同时,13 家企业与 5 家 SPAC 提 交了首次上市申请。 商业洗衣机制造商Alliance Laundry Holdings(ALH) 此次 IPO 扩大了发行规模,且定价位于发行区间上 限,最终募资 8.26 亿美元,市值达 45 亿美元。该公司 2015 年被 BDT 资本伙伴公司收购,核心产品是 商用洗衣系统,应用于医疗设施、酒店、自助洗衣店、消防站等机构场景,在北美商用洗衣市场的份额 约为 40%。截至本周收盘,其股价上涨 14%。 高等教育机构菲尼克斯教育伙伴公司(Phoenix Education Partners,PXED) 以发行区间中点定价,募资 1.36 亿美元,市值 13 亿美元。该公司通过菲尼克斯大学提供高等教育服务,主要面向希望提升职业竞争 力的在职成年人,开设了 72 个学位授予项目与 33 个非学位证书项目,覆盖多个学科领域。本周该股收 涨 13%。 中国在线医疗平台平安好医生(Po ...
特朗普发声:可能很快宣布美联储新任主席!将大幅提高印度关税
Mei Ri Jing Ji Xin Wen· 2025-08-05 14:47
Group 1 - Trump is expected to announce a new Federal Reserve chair soon, narrowing down candidates to four, excluding Treasury Secretary Scott Bencet [2] - Trump plans to impose drug tariffs starting small and eventually reaching 250%, with an initial rate not disclosed [2] - Trump threatened to significantly increase tariffs on India within 24 hours due to its oil purchases from Russia, although he did not specify new rates [3] Group 2 - The EU has decided to suspend retaliatory tariffs against the US that were set to take effect on August 7, while still retaining the option to reinstate them [5] - The EU is currently in discussions with the US to implement a trade agreement reached last month, amid dissatisfaction from several EU member states regarding the perceived leniency of the agreement [5] - US stock markets opened higher, with notable gains in companies like Pfizer and British Petroleum, while cryptocurrency stocks like Coinbase saw declines [6] Group 3 - Palantir's stock surged by 8% to reach a new all-time high, with its market capitalization exceeding $400 billion, following an upgrade in target price by Wedbush from $160 to $200 [7]
【新品种】铂钯系列(二):全球铂金供需格局
Guo Tou Qi Huo· 2025-07-23 12:40
Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Report's Core View - The global platinum supply is highly concentrated with low elasticity, and there is a supply - demand imbalance in the market [1][4][11] Group 3: Summary by Related Catalogs 1. Global Platinum Supply Pattern 1.1 Global Platinum Supply Concentration and Elasticity - South Africa, Zimbabwe, and Russia are the main suppliers of global platinum. In 2024, South Africa's platinum output decreased by 4% year - on - year to 120 tons, accounting for 71% of the global total. Zimbabwe and Russia each accounted for 11%, and other countries' total output accounted for only 8% [1] - Long - term trends, under - performance of new projects, mine depletion, and shutdowns have continuously restricted supply, resulting in insufficient output elasticity of major global platinum - producing countries. In 2024, factors such as power outages and production restructuring led to a decline in global platinum output [1] - In 2024, global platinum production was 195.9 tons. Global mined platinum output decreased by 567 kg to 155.9 tons, and the proportion of recycled platinum was 20.4%. The global platinum recycling volume increased by 3% year - on - year to 39.97 tons. It is expected that in 2025, global mined platinum output will decrease by 4% year - on - year to 150.1 tons [4] 1.2 Platinum Global Balance - The main consumers of global platinum are China, Europe, North America, and Japan. China's demand accounts for 26% of the global total, with industrial demand being the largest. Western Europe and North America account for 20% and 18% respectively, with automotive catalyst demand being the largest. Japan accounts for 9%, mainly in automotive catalysts and jewelry. India's industrial demand is small, but its automotive catalyst and jewelry demand are increasing, and its future demand is expected to exceed Japan's [6] - In 2024, global platinum group metal demand decreased by 1.6% year - on - year to 198 tons, with a global platinum supply shortage of 1.98 tons. Automotive industry platinum demand decreased by 3% to 63.4 tons, jewelry demand decreased slightly by 0.3 tons to 38.3 tons, industrial demand remained flat at 63.4 tons, and hydrogen energy demand increased slightly by 0.3 tons to 2 tons [11] - The global platinum balance sheet shows trends in mine production, recycling, total demand, and supply - demand differences from 2017 to 2025f [13]