20 July 2025 | 9:20AM HKT China Basic Materials Monitor July 2025: weakening demand, while supply work has yet to firm up Summary: End-user orderbooks mildly picked up MoM as of mid-July, amid still sitting at low levels. Infrastructure construction further weakened including visible deceleration in new project starts, as continued funding constraints now exacerbated by stringent payment requirement, based on feedback from cement producers and construction dealers. Metal demand also softened with signs of i ...

"媒体系统性变革推出一系列整合内部资源的举措，这种尝试值得肯定，为更深层次的生态级变革奠定 了基石。"喻国明肯定了地方实践的探索价值，并表示，"变革的核心在于找到自身在生态中的独特价值 定位，特别是通过与平台型媒介的战略性协同融合，实现'价值可供性'。" 7月21日，南方都市报社正式宣布旗下两大客户端——南都新闻客户端、N视频客户端合二为一、焕新 升级。近日，教育部长江学者特聘教授、北京师范大学新闻传播学院学术委员会主任喻国明在接受南都 记者专访时，评价此次南都旗下两大客户端合并焕新的相关举措。"南都身处改革开放最前沿，是处于 变革发展潮头最为重要领军者之一。这两个优势对于今天来解决AI时代下主流媒介的价值角色问题是 非常好的条件，我们对南都抱有很高期待。" 谈价值可供性 主流媒介与平台型媒介构建协同传播生态 谈在地连接 都市媒体要用好内容温度回应百姓关切 "借助AI智能体'无所不在、无所不联'的特性，在主流媒体价值罗盘的引导下，完全有可能催生出更精 彩、更具人文温度的内容产品。"聚焦都市媒体的转型，喻国明提出了"发挥价值可供性"的路径，着重 从价值引导的角度阐述都市媒体的独特作用。 "我们身处巨变时代，人们 ...

The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Andritz (ADRZY) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Industrial Products peers, we might be able to answer that question.Andritz is a member of our Industrial Products group, which includes 189 different companies and currently sits at #4 in the Zacks Sector Rank. The Zacks Sector Rank inc ...

The market expects Weyerhaeuser (WY) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 24, might help the stock move higher if these key numbers are better than ...

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The market expects Packaging Corp. (PKG) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better ...

海南日报杭州7月15日电（海报集团全媒体中心记者 郑子薇）7月15日，第四届中国报业创新发展 大会在杭州开幕。大会当天发布了60个中国报业创新发展案例并进行了成果展示。由海南日报报业集团 ——海南国际传播中心申报的《海外传播官：外籍力量讲述中国故事的海南实践探索》入选"体制机制 创新类"案例。该案例不仅是海南省唯一入选的项目，也标志着海南日报报业集团连续3年有案例入选中 国报业创新发展大会优秀案例。 "海外传播官"是由海南国际传播中心创新打造的一支外籍传播队伍，由美国、英国、法国、俄罗 斯、意大利、加拿大、马来西亚、韩国等50多个国家的知华友华人士组成，他们的身份包括经济学者、 智库专家、企业家、作家、摄影师、自媒体博主、网络意见领袖、主持人、音乐人、演员、医生、留学 生等。 在长期的合作传播中，"海外传播官"以"局内人"的参与体验和"局外人"的客观视角，以文化体验引 领者、营商环境推广者、城市发展记录者的身份，通过公益实践、媒体传播、创业故事等多维度，构建 起海南自由贸易港发展的立体叙事体系。这种"以人带事、以情动人"的传播模式，让中国故事、海南故 事更易被国际社会接受，同时在双向互动中也深化了彼此的文化认 ...

Core Insights - INVL Baltic Sea Growth Fund has completed the acquisition of Pehart Group, a leading Romanian producer of household and industrial paper products, with a financing package exceeding EUR 150 million [1][4] - The investment aims to enhance Pehart Group's manufacturing capacities and support its expansion in the region, reinforcing its market leadership [3][8] - Pehart Group generated revenues of EUR 165 million in 2024 and employs over 550 people, indicating its significant presence in the Southeast European paper manufacturing market [8] Investment Details - The financing for the transaction was provided by a consortium including International Finance Corporation (IFC), Banca Transilvania, and ING Bank Romania [1][4] - The deal was finalized on July 11, 2023, marking a transition from Abris Capital Partners to INVL Baltic Sea Growth Fund [2][3] - The investment includes a sustainable linked component, aligning with IFC's commitment to fostering sustainable economic growth in Romania [5] Company Strategy - Pehart Group plans to invest in cutting-edge technologies, diversify its product portfolio, and expand its international market presence [3][8] - The company has launched new products, such as the SOVIO brand targeting the Away-from-Home sector, reflecting its strategy to diversify offerings [8][9] - The partnership with INVL Baltic Sea Growth Fund is seen as an opportunity to accelerate Pehart Group's development plans and strengthen its regional leadership [3][6] Fund Overview - INVL Baltic Sea Growth Fund is the leading private equity fund in the Baltics, with a fund size of EUR 165 million and managed by Invalda INVL group [10] - The fund has a strong backing from the European Investment Fund (EIF) and aims to support high-growth potential small and medium-sized enterprises in the region [10]

July 8, 2025 04:11 AM GMT M Foundation Investor Presentation | Asia Pacific China Materials Updates We expect copper, aluminum and gold will remain at elevated levels, and we see supply cuts in steel and cement in the 2H. Morgan Stanley Asia Limited+ Rachel L Zhang Equity Analyst Rachel.Zhang@morganstanley.com +852 2239-1520 Hannah Yang, CFA Equity Analyst Hannah.Yang1@morganstanley.com +852 2239-7079 Chris Jiang Equity Analyst Chris.Jiang@morganstanley.com +852 3963-1593 Davven Xu, CFA Research Associate D ...

Group 1 - The company has recently made key announcements prompting a reassessment of its coverage [1] - The previous analysis resulted in a downgrade of the company's rating to neutral, indicating a balanced risk/reward profile [1] - The share price outlook remains uncertain in the short term [1] Group 2 - No current stock or derivative positions are held by the analysts regarding the company [2] - The article reflects the author's personal opinions without any compensation from the company mentioned [2] - There is no business relationship between the author and the company discussed [2]