您见过移动的宠物洗澡车么？ 西安泾河工业园，陕西飞宇科技商贸有限公司（下称"飞宇科技"）占地2万平方米的生产基地内，一辆 亮粉色、绘有卡通猫狗图案的新能源汽车格外醒目。打开车门，专业洗护舱、热水器、吹风机等一应俱 全，只需一个停车位，就能为社区养宠家庭提供便捷的上门服务。 这辆"萌宠洗护车"是飞宇科技特种车产品线上的新成员。从填补陕西特种车改装市场空白，到手握15项 自主知识产权和专利技术，成长为国家级高新技术小微企业，飞宇科技成长的背后，是北京银行西安分 行长期稳定的金融支持。 当金融"活水"遇上"硬核"科技，如何精准滴灌，方能滋养民生、驱动发展？日前，记者随中国银行业协 会走进陕西省西安市，深入探访金融力量支持科技创新的实践成果。飞宇科技车间里的生动实践，为我 们提供了一个宝贵的观察窗口。 "及时雨"扭转企业被动局面 走进飞宇科技生产基地，一派繁忙景象。 几名工人正忙着为一辆改装救护车安装呼吸机供氧系统；不远处，一辆即将交付的通信指挥消防车顶 部，无人机升降平台与卫星通讯天线格外引人注目；而几台涂装醒目、科技感十足的新型无动力移动智 慧警务舱，已完成最后调试，准备驶向西安街头。 从服务宠物经济的"萌宠洗护 ...

日前 ，江苏徐州智能制造产业专项母基金（有限合伙）发布子基金管理 人遴选公告：为贯彻落实 江苏省委省政府部署要求，发挥长期资本、耐心资本、战略资本作用，促进江苏省战略性新兴产业 发展，着力打造发展新质生产力的重要阵地，省级母基金与徐州市共同出资设立江苏徐州智能制造 产业专项母基金（有限合伙）。 对接需求请扫码 每日｜荐读 榜单： 「2025投资机构软实力排行榜」评选启动 峰会： 「2025母基金年度论坛」盛大启幕：汇聚中国力量！ 热文： 一纸新规，炸出一级市场的管理费焦虑 热文： 今年，上市公司热衷做并购基金 该支基金规模30亿元，主要投资于工程机械、农业机械、特种车辆、高端装备、智能网联汽车、 机器人、高端数控机床、增材制造、智能测控装备、安全产业、核心零部件等领域，以及江苏 省"51010"战略性新兴产业集群、"1650"现代化产业体系以及徐州市"343"创新产业集群体系内智 能制造领域重大 项目。 公告指出，产业子基金规模应注册在江苏省内，不低于5亿元，苏南地区不低于10亿元，各级政府 出资比例合计不超过50%。 来源：徐州国盛集团 ...

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Financial Data and Key Metrics Changes - Consolidated net sales for Q2 2025 were $629.1 million, an increase of $45.1 million or 7.7% compared to Q2 2024, excluding the impact of the divested E and C transit bus business [26][27] - Adjusted EBITDA for Q2 2025 was $58.9 million, a 63.6% increase year over year, excluding the impact of the divested bus business [27][29] - Cash flow from operating activities in the quarter was $117 million, with $11.4 million spent on capital expenditures [41][22] Business Line Data and Key Metrics Changes - Specialty Vehicles segment sales increased by $16.5 million to $453.9 million, with a 12.2% increase when excluding the divested transit bus business [29][30] - Recreational Vehicle segment sales decreased by $4.4 million or 2.4% due to lower unit shipments amid soft market demand [34][35] - Specialty Vehicles segment adjusted EBITDA increased by $24 million or 74.3% year over year, driven by higher sales and manufacturing efficiencies [30][31] Market Data and Key Metrics Changes - Specialty Vehicles segment backlog at the end of the quarter was $4.3 billion, reflecting strong demand for fire apparatus [31] - Recreational Vehicle segment backlog declined by 2% to $268 million, attributed to soft end market demand [37] - REV brand retail sales decreased by 10% year over year, compared to a 13% decline in the broader industry [35] Company Strategy and Development Direction - The company is focusing on operational excellence, investing in people and equipment, and product innovation to drive sustainable growth [10][23] - A strategic decision was made to exit the non-motorized travel trailer and truck camper product categories to concentrate on scalable operations with stronger competitive positioning [18][19] - The company is increasing capital expenditure plans to enhance throughput and efficiency across its operations [23][42] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating tariff impacts and maintaining updated financial guidance for the year [13][42] - The company anticipates continued growth in the Specialty Vehicles segment, with mid-teens revenue growth expected for the second half of the fiscal year [33][42] - Management noted that demand for fire and ambulance products is returning to long-term trend levels, with expectations for normalized order levels in the back half of the year [64] Other Important Information - The company repurchased approximately 2.9 million shares for $88 million under its share repurchase authorization [22][41] - A non-cash loss of $30 million was recognized related to the Lance Camper assets held for sale, partially offset by a $16.6 million income tax benefit [36][43] - The company maintains ample liquidity with approximately $263.2 million available under its ABL revolving credit facility [41][44] Q&A Session Summary Question: What is the timeframe for tariff impacts on the backlog and output? - Management expects the RV tariff impact to primarily affect the back half of fiscal 2025, with some potential carryover into early 2026 [47][48] Question: What is the expected return on the $20 million investment in the Brandon facility? - Management indicated that the investment aims to reduce lead times and increase throughput, but specific return metrics were not disclosed [49][50] Question: How does the sale of Lance impact long-term EBITDA goals? - Management clarified that Lance represents less than 10% of total sales for recreation, thus having no material impact on long-term EBITDA targets [51][52] Question: Will dealer assistance continue to increase in the second half? - Management expects a softer second half for recreation sales, influenced by tariffs and consumer confidence risks, but did not specify on dealer assistance trends [57][58] Question: What is the demand outlook for the S-one 80 program? - Demand for the S-one 80 program remains strong, with orders increasing across various brands [62][63] Question: What is the current state of wholesale versus retail demand in recreational vehicles? - Retail shipments showed early signs of improvement, while dealer inventories are healthier, which should drive better wholesale orders [70][72]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600099 证券简称：林海股份 公告编号：2025-016 林海股份有限公司关于2024年度业绩说明会召开情况的公告 本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。 林海股份有限公司（以下简称"公司"）于2025年5月19日9:30一11:30，通过上海证券交易所上证路演中 心（网址：http://roadshow.sseinfo.com/），以视频录播和网络互动方式召开2024年度业绩说明会。现将 召开情况公告如下： 一、本次业绩说明会召开情况 3、问：你们行业本期整体业绩怎么样?你们跟其他公司比如何? 2025年5月10日，公司在上海证券交易所网站（WWW.SSE.COM.CN）及指定的 信息披露媒体披露了《林海股份有限公司关于召开2024年度业绩说明会的公告》（2025-015）。 2025年5月19日，公司董事长常康忠先生，董事、总经理陆莹先生，独立董 事张增华先生，财务总监、董事会秘书李鹏鹏先生出席了本次业绩说明会，与投资者进行了沟通和交 流，就投资者 ...

Core Viewpoint - Oshkosh reported a decline in revenue and earnings for the quarter ended March 2025, indicating potential challenges in its financial performance [1][3]. Financial Performance - Revenue for the quarter was $2.31 billion, down 9.1% year-over-year, and below the Zacks Consensus Estimate of $2.41 billion by 4.17% [1]. - Earnings per share (EPS) were $1.92, a decrease from $2.89 in the same quarter last year, and also fell short of the consensus estimate of $2.02 by 4.95% [1]. Key Metrics - Net Sales- Access- Total: $957.10 million, down 22.7% year-over-year, and below the average estimate of $992.50 million [4]. - Net Sales- Access- Aerial work platforms: $450.80 million, a decline of 23.7% compared to the previous year, and below the estimate of $470.40 million [4]. - Net Sales- Access- Telehandlers: $244.50 million, down 34.5% year-over-year, and below the average estimate of $298.36 million [4]. - Net Sales- Defense: $463 million, down 13.8% year-over-year, and below the estimate of $519.18 million [4]. - Net Sales- Vocational- Total: $866.80 million, a 12.2% increase year-over-year, but slightly below the estimate of $873.40 million [4]. Operating Income - Adjusted Vocational segment operating income was $128.80 million, exceeding the average estimate of $118.12 million [4]. - Adjusted Access segment operating income was $107.80 million, below the estimate of $116.23 million [4]. - Operating income for Defense was $0.60 million, significantly lower than the average estimate of $14.12 million [4]. Stock Performance - Oshkosh shares have returned -6.1% over the past month, underperforming the Zacks S&P 500 composite, which changed by -0.2% [3]. - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3].

Financial Data and Key Metrics Changes - The company reported revenue of $2.3 billion for the first quarter, a decrease of $231 million or 9% from the same quarter last year, primarily due to softer market conditions for access equipment in North America [19] - Adjusted operating income was $192 million, representing 8.3% of sales, down from the prior year due to lower sales volume and higher operating expenses [19] - Adjusted EPS was $1.92, in line with expectations of approximately $2 per share [19][20] - Free cash flow reflected a net use of cash of $435 million due to seasonal working capital needs [20] Business Line Data and Key Metrics Changes Access Segment - Adjusted operating margin was 11.3% despite lower sales, with a strong backlog of $1.8 billion [9] - The segment booked orders of $930 million with a book-to-bill ratio of 1.0, indicating stable demand [9] Vocational Segment - Achieved year-over-year revenue growth of 12% with a robust adjusted operating income margin of nearly 15% [11] - Backlog remains strong at $6.3 billion, providing excellent visibility for future revenue [12] Defense Segment - First quarter results reflected lower volume but progress on the production ramp-up for the NGDV program [15] - The company is on target to increase NGDV volume to full-rate production by year-end, which is expected to drive revenue growth in the latter half of 2025 [15] Market Data and Key Metrics Changes - The backlog for the Access segment remained stable at $1.8 billion, indicating healthy demand despite market challenges [9] - The vocational segment is benefiting from strong demand in refuse and recycling vehicle sales, supported by technological advancements [12][71] Company Strategy and Development Direction - The company is focused on mitigating tariff impacts through a broad U.S. production footprint and proactive supply chain management [6][7] - Continued investment in technology and innovation is emphasized, particularly in the vocational segment with advancements in electric fire trucks and telematics solutions [13][70] - The company maintains a strong balance sheet and is open to M&A opportunities, particularly in growth segments [60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying trajectory of operational performance across all segments, despite near-term volatility due to tariffs [6][22] - The company anticipates that the direct impact of tariffs could be about $1 per share, with efforts to mitigate this through cost actions [20][22] - Customer sentiment remains balanced, with healthy demand in various end markets, particularly in infrastructure projects [50][67] Other Important Information - The company is planning an Investor Day on June 5, 2025, to share future plans and insights from key leaders [4] - The defense business is undergoing a leadership transition, with a new segment leader expected to be announced later this year [18] Q&A Session Summary Question: How is the company addressing tariffs? - Management aims to minimize the impact of tariffs on customers, leveraging pricing power while focusing on targeted mitigation strategies [28][30] Question: What are the cost headwinds related to tariffs? - The most significant impacts are expected in the Access segment, with mitigation efforts being broad-based across the company [38][44] Question: How is the defense segment expected to perform? - The defense segment is projected to ramp up production, with expectations of strong revenue growth in the latter half of 2025 [40][41] Question: What is the outlook for the vocational segment? - The vocational segment is expected to maintain strong margins and continue benefiting from technological advancements and a robust backlog [69][70] Question: How is customer sentiment regarding tariffs? - Customers maintain a balanced view, with healthy demand reflected in the strong backlog for the Access segment [50][68]

● 本报记者 欧阳剑环 一季度，我国民间投资同比增长0.4%，其中，制造业和基础设施领域民间投资分别增长9.7%、9.3%， 跑赢各领域平均水平，显示出系列政策利好正转化为实实在在的发展信心。 专家认为，随着打破市场准入壁垒、规范涉企收费行为等政策持续落地显效，支持民营企业发展的政策 合力正在汇聚，有助于巩固民间投资回升向好态势。 积极规划投资项目 劲旅环境4月25日公告称，拟于常州市钟楼区选址建设新能源特种车辆及智能装备产业基地，计划总投 资10亿元；上海新阳4月17日公告称，拟投资建设年产50000吨集成电路关键工艺材料及总部、研发中心 项目，项目预计投资总额18.5亿元……近期，多家上市公司发布的公告显示，民营企业正积极规划新投 资项目。 统计数据进一步表明，民间投资正呈现回暖态势：2025年一季度民间投资同比增长0.4%，由上年全年 下降转为增长的同时，增速也比1-2月加快了0.4个百分点。 专家认为，民间投资增速加快体现了促进民营经济发展政策措施落地落实的成效。 "两新"政策有力带动了民间投资发展。国家发展改革委最新数据显示，2024年以来，超长期特别国债支 持大规模设备更新资金积极向民营企业项目倾 ...

REV Group, Inc. (NYSE:REVG) Q1 2025 Earnings Conference Call March 5, 2025 10:00 AM ET Company Participants Drew Konop - Vice President, Investor Relations Mark Skonieczny - President and CEO Amy Campbell - CFO Conference Call Participants Mike Shlisky - D.A. Davidson Mig Dobre - Baird Jerry Revich - Goldman Sachs Angel Castillo - Morgan Stanley Operator Greetings and welcome to the REV Group First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen only mode. A brief quest ...