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从“风”“光”到“氢”“装” 内蒙古打造国家级绿氢装备产业新高地
下一步,将继续加大招商引资力度,重点在上游中游下游,围绕氢能全产业链发展目 标,从政策协同、场景应用、技术攻关、招商引资等多维度发力,通过强化政策协同与要素 保障、构建"制-储-运-加-用"全产业链协作生态、拓展多元化应用场景、创新招商引资及产 业协同机制,加快补齐短板延链补链强链。 【责任编辑:王少晨 】 内蒙古自治区能源局在深入贯彻国家"双碳"目标和自治区"建设国家重要能源和战略资 源基地"目标下积极推动氢能装备制造产业链的发展。依托丰富的风光资源禀赋和政策支 持,以打造全国绿氢先行示范区为引领,全面落实《内蒙古自治区"十四五"氢能发展规划》 《关于进一步加快推动氢能产业高质量发展的通知》等政策文件,通过全产业链布局、技术 创新驱动和产业生态构建,推动氢能装备制造向高端化、规模化、安全化方向迈进。 在着力打造绿氢产业先行区的同时,充分整合资源与技术优势,目前,全区氢能装备制 造业正快速发展,初步构建了覆盖制取、储存运输、加氢及应用五大环节的全产业链布局, 氢能装备制造产业已初具规模,涵盖储输氢材料、碱性电解槽、PEM电解槽、制氢电源 等,制氢链条装备齐全,主要分布在鄂尔多斯、包头等地区。截至2025年6月 ...
The vulnerabilities holding back Chinese industry | FT #shorts
Financial Times· 2025-07-08 04:00
China has risen to be a global powerhouse, the world's second biggest economy and one of two true military superpowers. And yet, as the country's leaders in Beijing are acutely aware, the nation has not been able to overcome dozens of industrial choke points. From a Western standpoint, the good news is that these choke points are ultimately holding back China's quest for independence and leaves it vulnerable to US pressure in an era of trade wars and export controls.As well as cuttingedge computer chips, th ...
CINNO Research:预计7月整体面板价格持续下行
Zhi Tong Cai Jing· 2025-07-07 22:45
CINNO Research发文称,今年6月,多地国补政策收紧或影响国内市场需求预期,叠加面板供应维持宽松,致使面板价格普遍下行。进入7月,国补重启或 对市场信心形成支撑,然政策红利减弱及消费潜力透支或制约下半年需求释放;同时关税窗口期临近尾声,海外市场采购需求提前或延续供应宽松格局。预 计今年7月整体面板价格持续下行。 | | Size & Resolution | | Technology | Jun.25' | Jul.25'(E) | | --- | --- | --- | --- | --- | --- | | 32" | 60Hz | HD HD - | LCD | $33.0 | $32.0 | | 43" | 60Hz | FHD | LCD | $66.0 | $65.0 | | 50" | 60Hz | UD | LCD | $94.0 | $92.0 | | રે તે જે ગુજરાત રાજ્યના ઉત્તર પ્રાથમિક શાળા, પંચાયતઘર, આંગણવાડી તેમ જ દૂધની ડેરી જેવી સવલતો પ્રાપ્ય થયેલી છે. આ ગામન ...
Enovix (ENVX) Update / Briefing Transcript
2025-07-07 22:00
Summary of Enovix Corporation (ENVX) Investor Conference Call - July 07, 2025 Company Overview - **Company**: Enovix Corporation (ENVX) - **Event**: Special Investor Conference Call - **Date**: July 07, 2025 Key Points Special Dividend Announcement - Enovix announced a special dividend in the form of tradable warrants for shareholders, with one warrant for every seven shares held as of July 17, 2025 [2][5] - Warrants will be distributed around July 21, 2025, and will trade on NASDAQ under the ticker symbol ENVXW [6] - Each warrant allows the purchase of one share at an exercise price of $8.75 before expiration [6] - The initiative is designed to align with shareholders and is non-dilutive, meaning no immediate dilution for existing shareholders [11][12] Financial Performance - Preliminary unaudited revenue for Q2 2025 was approximately $7.5 million, exceeding guidance of $4.5 million to $6.5 million due to increased product demand [10] - Cash and short-term investments were approximately $203 million at quarter-end [11] - If all warrants are exercised, the company expects to raise approximately $253.8 million, which will support the scale-up of manufacturing and other corporate purposes [21][14] Product Development and Market Position - Enovix launched the AI One platform, featuring the first artificial intelligence class batteries for smartphones, achieving an energy density of over 900 watt-hours per liter [7][8] - The AI One batteries meet performance requirements for fast charging and high cycle life, with initial shipments of 7,350 milliampere batteries to a leading smartphone OEM for qualification [9][10] - The company aims to lead the market in high energy density batteries, which are increasingly demanded due to AI applications in smartphones [7][9] Strategic Growth and Future Outlook - The dividend structure is designed to provide flexibility and control for shareholders, allowing them to hold, sell, or exercise their warrants without immediate dilution [12][13] - Enovix is fully funded for near-term milestones and believes the dividend will provide potential future access to capital for growth initiatives [14] - The company is focused on expanding its product offerings to meet diverse customer needs in the smartphone and broader technology markets [35] Additional Insights - The company is experiencing increased interest in its products, particularly in defense applications, and is evaluating opportunities for further investment in its Route J business [39][41] - The recent share buyback program is viewed as a tool for managing stock volatility and returning capital to shareholders [42][44] - Enovix emphasizes its commitment to building a battery platform for the next decade, aligning shareholder interests with company growth [47][48] This summary captures the essential information from the Enovix Corporation investor conference call, highlighting the company's strategic initiatives, financial performance, and product developments.
Stocks slip on tariff fears, why Jabil's stock has doubled over the last year
Yahoo Finance· 2025-07-07 21:57
[Music] Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. There's more economic pressure coming from the White House and President Trump's global trade war with an announcement of fresh tariffs on goods from Japan and South Korea.Plus, the United States is close to finalizing several trade packs. So, we'll notify the other countries of higher tariff plates by July 9th. And investors are reacting.There's just one hour to go until the closing bell. And right now, stocks a ...
Linamar Corporation Announces Voting Results from Annual General Meeting
Globenewswire· 2025-07-07 21:00
GUELPH, Ontario, July 07, 2025 (GLOBE NEWSWIRE) -- Linamar Corporation (TSX:LNR) today announced detailed results of the votes cast for two motions held during the Annual General Meeting of the Company on Thursday, May 15, 2025 in Guelph, Ontario, as set out below. Election of Directors The following nominees, as listed in the management proxy circular, for the 2024 Annual Meeting of Shareholders were elected as directors of Linamar Corporation. NomineesVotes ForVotes Withheld# of Shares%# of Shares%Linda ...
Alstom to provide 316 modern, comfortable commuter rail cars to the New York Metropolitan Transportation Authority’s Long Island Rail Road and Metro-North Railroad
Globenewswire· 2025-07-07 16:30
State-of-the-art M-9A vehicles will replace MTA’s oldest commuter cars The vehicles will be produced at Alstom’s facilities in upstate New York The base contract is valued at 2.0 billion euro (2.3 billion USD) 7 July 2025 – Alstom, global leader in smart and sustainable mobility, announced today that it has received a notice of award for a 2.0 billion euro1 (2.3 billion USD) contract to manufacture 316 commuter rail cars for Long Island Rail Road (LIRR) and Metro-North Railroad, the commuter rail divisions ...
高盛-中国的三件事
Goldman Sachs· 2025-07-07 15:45
6 July 2025 | 9:06PM HKT China: Three things in China Three quick highlights from China: n Manufacturing PMIs up, services PMIs down: Both the official (NBS) and Caixin manufacturing PMIs rose from May to June (NBS manufacturing PMI from 49.5 to 49.7 and Caixin manufacturing PMI from 48.3 to 50.4), beating market expectations. On the other hand, both the NBS and Caixin services PMIs fell from May to June (NBS services PMI from 50.2 to 50.1 and Caixin services PMI from 51.1 to 50.6). While the different surv ...
高盛-中国科技:第三季度 BT 基板因材料成本上涨而提价;上调所有基板厂商目标价
Goldman Sachs· 2025-07-07 15:45
4 July 2025 | 3:42PM CST Greater China Technology BT substrate pricing hike in 3Q driven by raising material cost; raise TP for all substrate players Most BT substrate prices increased by 5%-20% in early 3Q, driven mainly by the tightness of the key raw material T-glass (leadtime now is 15-20 weeks+ from 3-6 weeks normally, and the price went up by 10-20% if not LTA pricing in 2Q25) and the hike in gold pricing (spot price from ~US$2,700 per ounce in early 2025 to US$3,300 per ounce now; Exhibit 2) while T- ...
JELD-WEN Expands Cradle to Cradle® Certification, Expanding Portfolio of Certified Sustainable Doors
Prnewswire· 2025-07-07 15:24
JELD-WEN products across five European countries now contribute to verified circular building products, reinforcing JELD-WEN's leadership in responsible innovation.SOLIHULL, United Kingdom, July 7, 2025 /PRNewswire/ -- JELD-WEN UK, a subsidiary of JELD-WEN Holding, Inc., a leading global manufacturer of building products, has earned its second Cradle to Cradle Certified® product certification in 2025, expanding its range of independently verified sustainable doors and reinforcing its commitment to responsib ...