目标公司为香港资深之IT服务供应商，拥有超过35年历史。其主要从事企业软件订阅及授权、专业IT解 决方案以及IT培训服务等业务，具有稳固之客户基础，市场信誉昭着。目标公司与微软建有长期合作关 系，其服务网络覆盖中国、香港及澳门。收购事项旨在集两间公司之优势，大大扩张及深化集团在香港 及更广泛地区之企业IT及云服务市场之业务足迹。将集团自行开发之AI产品结合目标公司成熟之软件销 售、培训及客户渠道，势将建立一个更具竞争力之「产品＋服务＋培训」一站式解决方案，加快业务增 长。收购事项切合集团之长期发展目标及业务发展策略，并符合集团及其股东之整体利益。 待收购事项完成，目标公司将成为公司之间接全资附属公司，故目标公司之财务业绩将于集团之财务报 表内综合入账。 格隆汇2月10日丨伊登软件(01147.HK)宣布，于2026年2月10日，买方Professional Eternity Limited(公司之 直接全资附属公司)与卖方港骏集团有限公司订立股份转让协议，据此，卖方已同意出售而买方已同意 收购待售股份，相当于目标公司港骏科技有限公司100%股权，总代价为300万港元。 ...

一、最快的应用赛道代表：智能零售 零售业是物联网领域发展最快速的垂直领域之一。在许多方面，它是当前最接近消费物联网市场的落地 场景，因为该领域快速创新和即时满足推动了物联网技术采用。 当前，物联网已深度融入各行业数字化应用中，但物联网的采用和部署速度因行业领域特点存在显著的 差异。对于物联网的采用，各行业应深入评估基础上，设定切实可行的时间表，有效分配资源以及管理 应用成果期望。很多物联网技术供应商在与各行业客户互动时，一个被反复提出的问题是："我们能多 快地实现规模化？"直觉上的答案应该是"越快越好"。然而，现实非常复杂，物联网解决方案的实施、 集成和扩展速度还需要与行业需求进行深入融合。近期，一家物联网研究机构对物联网在各行业应用节 奏做出总结，按照应用速度分为三类，并详细列出应用场景和需考虑的因素。 1、促成物联网在零售领域加速采用的因素 短暂的决策周期与激烈的竞争：零售行业呈现出激烈竞争和快速演变的消费和特征。企业必须迅速创 新，以抢占市场份额、提升客户体验并优化运营。这种竞争压力导致技术实施（包括物联网）决策过程 更短。零售商不断寻求优势，物联网提供了切实可行的解决方案，以快速实现这一目标。 明确的 ...

Financial Performance - Reported sales for Q4 2025 were $4.2 billion, an increase of 5% year-over-year, with organic sales growth of 3%[3] - Adjusted diluted EPS for Q4 2025 was $2.08, reflecting a 15% increase compared to the previous year, while reported diluted EPS was $1.98, up 19%[3] - Ecolab's net income attributable to the company for Q4 2025 was $563.9 million, a 19% increase from the prior year[2] - Net sales for Q4 2025 reached $4,196.0 million, a 5% increase from $4,005.2 million in Q4 2024[50] - Total net sales for the twelve months ended December 31, 2025, were $16,081.2 million, up 2% from $15,741.4 million in 2024[50] - Operating income for Q4 2025 increased by 22% to $712 million, with an operating income margin of 17.0%[2] - Reported GAAP net sales for Q4 2025 reached $4,196.0 million, a 4.8% increase from $4,005.2 million in Q4 2024[57] - Non-GAAP adjusted net sales for the full year 2025 were $16,077.5 million, compared to $15,741.4 million in 2024, reflecting a growth of 2.1%[57] - Reported GAAP operating income for the full year 2025 was $2,737.6 million, a decrease from $2,802.4 million in 2024[62] Future Outlook - Ecolab expects adjusted diluted EPS for 2026 to be in the range of $8.43 to $8.63, representing a growth of 12% to 15%[3] - The company anticipates reported sales growth of 7% to 9% and organic sales growth of 3% to 4% in 2026, with organic growth expected to accelerate throughout the year[22] - Ecolab anticipates adjusted diluted earnings per share for Q1 2026 to be in the range of $1.67 to $1.73, representing an increase of 11% to 15% compared to $1.50 in the same quarter last year[25] - Ecolab's future outlook for 2025 includes an estimated earnings per share of $7.53, factoring in a $0.13 per share impact from non-cash amortization related to the Ovivo Electronics acquisition[24] Operational Efficiency - The company is targeting annualized savings from its One Ecolab productivity initiatives to increase from $225 million to $325 million by 2027[5] - The company is focusing on restructuring efforts and strategic sales to enhance operational efficiency and profitability[66] - Ecolab's Digital sales surged by 24% to $99 million in Q4 2025, driven by strong growth in software and hardware subscriptions[6] - The acquisition of Ovivo Electronics is expected to contribute approximately $0.13 per share in non-cash amortization, enhancing Ecolab's Global High-Tech business[3] - The company is focused on integrating AI technology and data-driven insights into its operations to enhance customer service and operational efficiency[27] Tax and Special Charges - The adjusted tax rate for Q4 2025 was 19.4%, up from 18.2% in Q4 2024, reflecting changes in geographic income mix[9] - The company expects special charges in Q1 2026 to be approximately $0.19 per share, primarily related to restructuring and acquisition costs associated with Ovivo Electronics[26] - Special charges for 2025 are expected to be $59.7 million in Q4, primarily related to One Ecolab[68] - Discrete tax expenses for Q4 2025 are projected at ($35.7) million, associated with deferred tax attributes and share-based compensation[69] Risks and Challenges - The company faces various risks, including economic factors, supply chain challenges, and geopolitical instability, which could impact future performance[31] Corporate Goals - The company aims to help protect 2 billion people from infections and provide drinking water for 1 billion people by 2030[27] - Ecolab's comprehensive approach spans multiple industries, including food, healthcare, and life sciences, contributing to a significant portion of global food production and power generation[27] Financial Metrics - Total assets as of December 31, 2025, were $24,696.3 million, an increase from $22,387.8 million in 2024[54] - Total liabilities as of December 31, 2025, were $14,891.8 million, compared to $13,598.6 million in 2024[54] - Cash and cash equivalents decreased to $646.2 million in 2025 from $1,256.8 million in 2024[54] - Reported GAAP gross profit for Q4 2025 was $1,847.6 million, resulting in a gross margin of 44.0%, up from 43.3% in Q4 2024[57] - Non-GAAP adjusted operating income for Q4 2025 was $787.2 million, with an operating income margin of 18.5%, compared to 17.0% in Q4 2024[57] - The reported GAAP tax rate for 2025 was 17.8%, compared to 17.1% in 2024, reflecting an increase in the effective tax burden[59]

公告称，目标公司为香港资深的IT服务供应商，拥有超过35年历史。其主要从事企业软件订阅及授权、 专业IT解决方案以及IT培训服务等业务，具有稳固的客户基础，市场信誉昭着。目标公司与微软建有长 期合作关系，其服务网络覆盖中国内地、中国香港及中国澳门。收购事项旨在集两间公司的优势，大大 扩张及深化集团在香港及更广泛地区的企业IT及云服务市场的业务足迹。将集团自行开发的AI产品结合 目标公司成熟的软件销售、培训及客户渠道，势将建立一个更具竞争力的"产品+服务+培训"一站式解 决方案，加快业务增长。收购事项切合集团的长期发展目标及业务发展策略，并符合集团及其股东的整 体利益。 伊登软件(01147)公布，于2026年2月10日，公司直接全资附属Professional Eternity Limited拟向港骏集团 有限公司收购港骏科技有限公司100%股权，总代价为300万港元。 ...

智能网联系统方面，《意见》提出，支撑构建低空智能网联系统。发挥信息通信业能力资源和基础设施 优势，充分利用物联网、人工智能、云计算、大数据等新一代信息技术，提供低空智能网联系统建设解 决方案。鼓励基础电信企业与空管等部门加强需求对接，支撑低空交通管理服务相关数字化系统开发。 结合低空经济发展需求，完善算力基础设施供给体系，推动公共算力互联互通，为低空管理服务提供灵 活高效的算力支撑。 另外，《意见》围绕加强信息通信业能力建设，提出组织开展试验验证、提升产业供给能力、推动集约 协同与标准化建设、规范行业管理、强化网络和数据安全保障、优化频率供给等6方面具体举措。 开展试验验证方面，《意见》提出，根据特定需求，组织基础电信企业基于实际运行网络环境和应用场 景，加强空地协同组网、干扰协调、装备融合等低空通信关键技术研究验证，提升5G-A通感融合多站 协同、多目标识别等低空感知能力，开展融合感知算法研究和方案验证，探索形成可复制推广的技术产 品、网络建设和运行管理方案。通过"绽放杯"大赛、案例征集等方式，深入挖掘并发布一批信息类基础 设施建设应用典型案例，树立示范标杆。 21世纪经济报道记者冉黎黎 北京报道 2月10 ...

Uber Technologies, Inc. ( UBER ) released earnings last week, and while the bottom line results and guidance disappointed the market, management outlined a compelling AV strategy and story, leaving me even more bullish. Despite EPSInvesting is where I channel my competitive drive and satisfy my intellectual curiosity. My interest in the markets began early, even before I realized what it was—cataloging daily events in high school simply out of genuine curiosity. That practice evolved into a professional pas ...

A German court has ruled that Meta subsidiary Edge Network Services must pay Deutsche Telekom about 30 million euros ($35.71 million) that the German telecoms firm claims it is owed for providing netw... ...

恒生指数涨0.65%，恒生科技指数涨0.82%。泡泡玛特、网易均涨超2%，阿里巴巴、中芯国际均涨超 1%。 (本文来自第一财经) ...

每经头条（nbdtoutiao）——10倍价差刷屏！"外国人来华就医"火了，三位亲历者这样说⋯⋯ （记者 曾健辉） 每经AI快讯，中泰化学2月10日晚间发布公告称，截至2026年1月31日，公司实际累计对外担保总额为 人民币约250.5亿元，占公司最近一期经审计净资产的114.99%，其中公司及控股子公司对合并报表外公 司提供的担保总额约12.87亿元，占公司最近一期经审计净资产的5.91%，自公司2026年第一次临时股东 会审议通过之日起，2026年度公司为下属公司综合授信提供的担保总额度上限为人民币约273.25亿元， 占公司最近一期经审计净资产的125.44%；公司不存在逾期担保事项。 ...

此次活动紧扣新春消费特点，汇聚市工商联部分会员企业提供的优质产品，涵盖特色农副产品、文创产品、日用消费品等多个领域，全方位满足新春采购 与文化消费需求。活动现场人头攒动、购销两旺，吸引了众多干部职工驻足参观、选购，在挑选心仪好物的同时感受新春暖意，现场氛围热烈融洽，活动 受到了广泛好评。 下一步，市工商联将进一步搭建产销对接平台，创新展销活动形式，丰富活动内容，助力拓宽民营企业产销渠道、提升本土产品影响力，以消费赋能民营 经济高质量发展，为全市经济社会发展注入更多动能、作出更大贡献。 为深入贯彻落实市委经济工作会议精神，激活新春消费潜力、助力拓宽民营企业产销渠道，2月2日至4日，市工商联（总商会）携手济宁孔子文旅集团开 展"扩内需 促消费 贺新春"产品展销活动。 ...