Manufacturing

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X @The Wall Street Journal
The Wall Street Journal· 2025-09-01 15:14
For some companies that rely on American manufacturing—like flatware maker Sherrill Manufacturing—the new era of tariffs could give them a boost in the arm https://t.co/9JL3nv4Zwp ...
中国经济视角_数据里的中国(2025 年 8 月)
2025-08-31 16:21
ab Global Research 26 August 2025 China Economic Perspectives China by the Numbers (August 2025) Our guide to Chinese monthly data What the numbers are, what they mean and the outlook going forward. Domestic activity weakened across the board in July Retail sales growth slowed to 3.7% YoY, with sales of products with trade-in subsidies softening. Overall FAI growth recorded an unexpected contraction of 5.2% YoY, as infrastructure and manufacturing investment declined, partly due to bad weather. The property ...
中国经济视角_劳动力市场走弱,政策持续支持
2025-08-31 16:21
ab Global Research owered by UBS Evidence Lab YES P 25 August 2025 China Economic Perspectives Softer labour market, continued policy support - UBS Evidence Lab inside UBS Evidence Lab survey points to a slightly softer labour market The latest UBS Evidence Lab Labour Market Business Survey (>Access Dataset) of over 200 firms showed a slightly softening momentum in hiring in Q225, which differs a bit from the message of edging-down official unemployment rate. On a net basis, 41% of firms increased hiring on ...
Nordson Rewards Shareholders With a 5% Dividend Increase
ZACKS· 2025-08-29 16:45
Key Takeaways Nordson raised its quarterly dividend 5% to 82 cents per share, payable Sept. 25, 2025.The move marks the 62nd consecutive year of dividend increases for Nordson.Nordson also repurchased $146.3M in shares in the first six months of fiscal 2025.In a shareholder-friendly move, Nordson Corporation (NDSN) has announced a hike in its dividend payout. The company increased its quarterly dividend by 5% to 82 cents per share (annually: $3.28). The new dividend will be paid out on Sept. 25, 2025, to sh ...
Beyond the Hype: Unlocking Value from the AI Revolution
麦肯锡· 2025-08-29 11:18
To view the Chinese version, please click the link below: 如需查看中文版,请点击以下链接: AI热潮后的冷静思考,如何创造实际价值? by Alex Sawaya, Kevin Wei Wang, Lambert Bu, and Michael Chang Generative AI has ignited a wave of enthusiasm and investment. But as companies pour significant resources into the technology, many are realizing a hard truth: building flashy AI prototypes is relatively easy, but generating measurable business value is not. McKinsey research shows that while 80 percent of companies report using the latest generation ...
江西云剪科技有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-08-28 03:15
天眼查App显示,近日,江西云剪科技有限公司成立,法定代表人为曾刚,注册资本100万人民币,经 营范围为一般项目:机械设备研发,缝制机械制造,缝制机械销售,专用设备制造(不含许可类专业设 备制造),五金产品零售,家用电器零配件销售,技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广,软件开发,货物进出口,技术进出口(除依法须经批准的项目外,凭营业执照依法自主 开展经营活动)。 ...
中国:7 月工业利润环比增长,8 月 PMI 预览-China_ Industrial profits rose sequentially in July; August PMI preview
2025-08-28 02:12
27 August 2025 | 11:02AM HKT China: Industrial profits rose sequentially in July; August PMI preview Bottom line: China's industrial profits fell by 1.1% yoy, while revenue rose by 1.0% yoy in July (vs. -4.4% yoy and +1.5% yoy in June). In sequential terms, industrial profits increased by 3.2% sa non-annualized (vs. +6.5% in June), while revenue decreased by 0.3% sa non-annualized (vs. +0.2% in June). Higher profits in raw material sectors hint at the government's "anti-involution" policies at play, but Jul ...
Mattr (MTTR.F) FY Conference Transcript
2025-08-27 14:37
Summary of Mattercorp (MTTR.F) FY Conference Call - August 27, 2025 Company Overview - Mattercorp is a materials technology organization focused on converting basic materials into designed products for critical infrastructure end markets [2][3] - The company has undergone significant transformation over the past four years, including a name change, divestiture of eight businesses, and acquisition of three [2] Business Segments - Mattercorp operates in two segments: 1. **Connection Technologies**: Focuses on electrification-related products, including wire and cable solutions [4][5] 2. **Composite Technologies**: Concentrates on liquid management products, replacing legacy materials with composites [2][6] Market Position and Growth Drivers - Approximately 90% of revenue is derived from North America, with a strong focus on U.S. and Canadian markets [3] - The company anticipates benefiting from long-term investments in capital infrastructure driven by population growth, electrification, and digitization [3] - Demand exceeds supply across all product lines, indicating strong growth potential [12][13] Financial Performance and Projections - The company has seen substantial revenue growth and modest EBITDA margin improvement despite undergoing transformation [21] - Projected capital spending for 2026 is expected to normalize between $40 million to $50 million, significantly lower than previous years [19] - Maintenance CapEx is approximately $15 million annually, indicating low capital intensity [19] Operational Efficiency and Manufacturing - Focus on improving operational execution and manufacturing efficiency without requiring additional capital investments [14] - Investment of approximately $200 million in North American manufacturing facilities over the past two years, including four new facilities [16][17] - The company aims for a consistent 10% growth year-over-year, over 20% EBITDA margin, and over 70% free cash flow conversion rate [23] Debt Management and Shareholder Returns - The company has moved from a net cash position in 2024 to taking on modest debt for acquisitions, with plans for consistent deleveraging [24][25] - Share buybacks have been a priority, with approximately 14% of outstanding shares repurchased over the last 2.5 years [26] Challenges and Risks - The company faces tariff-related challenges, particularly with copper tariffs affecting supply chain costs [30][32] - Uncertainty in the marketplace may lead to delayed customer purchases and projects, impacting near-term demand [33] Conclusion - Mattercorp has completed its portfolio transformation and is positioned to focus on operational execution, revenue growth, and margin expansion moving forward [27][29]
X @Bloomberg
Bloomberg· 2025-08-27 10:22
UK factory gate prices rose at their fastest pace in two years in June, feeding concerns that inflation may stay too hot for the Bank of England’s comfort as firms cope with a raft of cost increases https://t.co/mN2vgAAROy ...