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Shouxin Environmental Leads Innovation in Eco-Friendly Water Treatment with Three Core Patents
Globenewswire· 2025-07-18 12:00
Dongguan, China , July 18, 2025 (GLOBE NEWSWIRE) -- Water resource protection and recycling have become central to global sustainable development, and the field of eco-friendly water treatment is entering a critical phase of technological innovation and industrial advancement. High-efficiency, environmentally friendly water treatment materials are the key to solving water quality improvement challenges. Guangdong Shouxin Environmental Protection Materials Technology Co., Ltd. (hereinafter referred to as "Sh ...
RTL for Programable NoC (Modular NoC) Part 3 – Creating Connections & Adding Properties
AMD· 2025-07-17 16:00
Welcome to part three of the Modular NoCs series. In this video, you're going to learn about how to add constraint files (or XDCs) to the design that define connectivity and quality of service parameters for each individual NoC connection. To refresh your memory, the modular NoC solution is comprised of three main steps.Step one is to connect all AXI busses that want to utilize the NoC to Xilinx parameterizable macros or XPMs. . The second step of the process is to add constraint files (or XDCs) to the desi ...
国联民生证券:家电业务多元化削弱报表端影响 维持行业强于大市评级
Zhi Tong Cai Jing· 2025-07-17 02:43
镜鉴美国,商用暖通对冲消费下行 国联民生(601456)证券发布研报称,维持家电行业强于大市评级。时至2025后半程,年内以旧换新补 贴资金使用进度符合预期,旺季动销景气向上,白电龙头Q2预期积极,补贴资金分批下达,有望支撑 内需稳健;外销北美敞口或不高,转产持续推进,有望在消化前期抢出口影响后逐步修复,品牌出海长 期趋势不改。 历经2020-2021年财政货币宽松的美国,在补贴退坡阶段面临着需求透支、通胀高企和地产下行的"三期 叠加",欧睿口径大家电零售在2022年走弱,年度降幅在5%以内,出货弱于终端,地产关联更强的央空 出货在2023年大幅承压。实际消费下行阶段,公司表现分化明显,HVACR公司收入增长大幅好于消费 电器,资本开支上行中的工商业暖通是主要驱动,大金的外延扩张和技术优势兑现强劲增长α。 提价分红,消费电器平滑ROE波动 重点推荐白电龙头美的集团(000333)(000333.SZ)、格力电器(000651)(000651.SZ)、海尔智家 (600690)(600690.SH)及黑电龙头海信视像(600060)(600060.SH);关注TCL电子(01070),以及经营边 际改善,业绩弹 ...
Adobe Raises 2025 Earnings View: Is It on Track to Deliver Results?
ZACKS· 2025-07-14 19:01
Core Insights - Adobe's focus on integrating AI into its products is enhancing growth prospects, leading to an increase in full-year earnings guidance to $20.50-$20.70 per share, reflecting nearly 12% year-over-year growth [1][8] Financial Performance - Adobe reported a strong second-quarter fiscal 2025, with a 12% year-over-year increase in Annual Recurring Revenue (ARR) driven by the adoption of AI tools like Firefly and Acrobat AI Assistant [2][8] - The company generated $2.19 billion in operating cash flow and has $19.69 billion in remaining performance obligations, with 67% expected to be recognized within a year, supporting ongoing investments in innovation [3][8] Competitive Landscape - Autodesk is positioned well in the 3D design tools market with strong subscription growth, but its premium pricing limits mass-market appeal compared to Adobe's broader creative suite [4] - Microsoft holds a competitive edge with its cloud infrastructure and AI-powered productivity tools, offering deeper enterprise integration, which positions it as a comprehensive platform for digital transformation [5] Stock Performance and Valuation - Adobe shares have declined 18.2% year to date, contrasting with a 7.5% return in the broader Zacks Computer and Technology sector and a 16.8% rise in the Computer-Software industry [6] - The current forward 12-month Price/Sales ratio for Adobe is 6.19X, slightly below the sector average of 6.6X, with a Value Score of C [9] Earnings Estimates - The Zacks Consensus Estimate for Adobe's earnings is $20.63 per share for fiscal 2025, indicating a year-over-year growth of 12%, with a recent upward revision of 1.3% over the past 30 days [12]
瑞丰高材上市14周年:利润下滑超四成,市值较峰值蒸发六成
Jin Rong Jie· 2025-07-12 07:49
瑞丰高材 自2011年7月12日上市至今,已迎来14周年。从上市首日收盘价为26.53元、市值14.19亿元,到如今市值达到26.95 亿元,瑞丰高材的成长历程充满波折,更是经历了从高峰到低谷的市场洗礼,但从最近几年公司经营表现来看,盈利能力 出现明显下滑。 2015年6月4日,瑞丰高材的市值巅峰达到70.34亿元,股价也顺应升至34.0元。而至7月11日收盘,瑞丰高材的股价为10.76 元,市值为26.95亿元,相比峰值时期市值减少43.39亿元,市值蒸发了61.69%。 瑞丰高材上市的2011年,当年实现归母净利润0.39亿元,截至最新完整财年的2024年,公司实现0.22亿元的归母净利润,累 计利润下降了43.49%。这14个年间,瑞丰高材无一年份出现亏损,归母净利润增长的年份达到7年,占比高达50.0%。从最 近几年的财报看出,公司盈利波动较大,2024年归母净利润同比大幅下滑74.12%。 营收角度分析,瑞丰高材2020年实现营收13.02亿元,2024年达到20.01亿元。近五年营收整体呈现增长态势,但增速波动明 显。 利润角度分析,2020年瑞丰高材实现归母净利润0.85亿元,2024年0.22 ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-10 17:59
Note: Apollo's ACRED, BlackRock's BUIDL, and VanEck's VBILL are tokenized by @Securitize. https://t.co/gdUPIpqMkt ...
Descartes Launches FraudGuard 2.0 to Combat Freight and Cargo Fraud
ZACKS· 2025-07-08 14:25
Core Insights - Descartes Systems Group Inc. (DSGX) has launched Descartes MacroPoint FraudGuard 2.0, an advanced freight fraud detection technology aimed at assisting shippers, freight brokers, and third-party logistics providers in combating sophisticated fraud and cargo theft tactics [1][9]. Product Features - FraudGuard 2.0 enhances shipment protection by leveraging comprehensive historical and real-time freight visibility data, automating in-transit risk monitoring, and providing timely alerts to assess carrier and driver legitimacy [3][4]. - The system actively monitors 16 critical risk indicators, including identity spoofing and unusual travel behaviors, to help companies preemptively address potential threats [3][9]. - Key features include a Carrier and Driver Lookup Tool for quick access to carrier performance and risk profiles, Custom Carrier Insights for alerts on suspicious behavior, and continuous In-Transit Risk Monitoring to detect anomalies like GPS spoofing and route deviations [4][5]. Financial Performance - In the first quarter of fiscal 2026, DSGX reported non-GAAP earnings per share of 41 cents, which was 10.9% below the Zacks Consensus Estimate, with a year-over-year growth of 2.5% but a sequential decline of 4.7% [6]. - Revenues increased by 11.5% year over year, driven by acquisition synergies and growth from new and existing customers, particularly in global trade intelligence and MacroPoint freight visibility, although the top line missed consensus expectations due to a volatile macroeconomic environment [6]. Strategic Moves - In March 2025, Descartes acquired 3GTMS for $112.7 million to enhance its Transportation Management System (TMS) capabilities [7]. - To address macroeconomic challenges, DSGX initiated a cost-reduction plan, including a 7% workforce cut and $4 million in restructuring charges, with anticipated annualized savings of $15 million once fully implemented [7]. Market Position - DSGX currently holds a Zacks Rank 3 (Hold), with its shares gaining 2.1% over the past year, compared to a 14.3% growth in the Zacks Computer-Software industry [8].
Descartes MacroPoint™ FraudGuard 2.0 Provides Transportation Industry with Next-Generation Solution for Freight Fraud Defense
Globenewswire· 2025-07-07 10:45
Core Insights - Descartes Systems Group has launched Descartes MacroPoint™ FraudGuard 2.0, a new freight fraud technology aimed at protecting shippers, freight brokers, and third-party logistics providers from sophisticated fraud and cargo theft schemes [1][2]. Product Features - The new FraudGuard 2.0 enhances operational confidence by providing automated alerts and comprehensive insights, which reduce manual workload and enable proactive fraud prevention [2]. - Key features include historical and real-time visibility data, automated in-transit monitoring, and real-time risk alerting, allowing companies to evaluate carrier and driver legitimacy without delays [2][3]. - The solution continuously monitors shipments for suspicious activities, such as GPS spoofing and route deviations, to facilitate faster responses to potential theft or tampering [6]. Customer Benefits - The implementation of FraudGuard 2.0 helps companies strengthen their service differentiation, reduce fraud-related losses, and lessen the financial impact of resolving incidents [3]. - Users can access historical performance and risk profile information quickly, empowering better decision-making during load planning and carrier selection [6].
Acrivon Therapeutics (ACRV) Earnings Call Presentation
2025-07-04 10:03
Acrivon's AP3 Platform and Pipeline - Acrivon utilizes its Acrivon Predictive Precision Proteomics (AP3) platform to overcome limitations of genetics-based precision medicine [2, 7] - The AP3 platform enables exact matching of disease-driving dysregulated pathways with a drug's mechanism of action [8] - Acrivon's pipeline includes ACR-368 (CHK1/CHK2 inhibitor) in Phase 2 trials for endometrial cancer and ACR-2316 (WEE1/PKMYT1 inhibitor) in Phase 1 for AP3-identified tumor types [18] - A novel cell cycle program with an undisclosed target is anticipated to have a development candidate nomination in 2025 [18, 98] - Additional AP3-driven programs are in early discovery for autoimmune/inflammatory candidates [18] ACR-368 and Endometrial Cancer - ACR-368 is being evaluated in a registrational intent Phase 2 single-arm trial based on predicted sensitivity in OncoSignature-positive endometrial cancer patients [18] - In endometrial cancer patients, ACR-368 monotherapy showed a confirmed ORR of 35% in OncoSignature-positive patients [53] - ACR-368 is also being studied with ultra-low dose gemcitabine (ULDG) as a sensitizer in OncoSignature-negative patients [18] - Preclinical data suggests AP3-predicted sensitization to ACR-368 by LDG correlates with OncoSignature upregulation [64] ACR-2316 and WEE1/PKMYT1 Inhibition - ACR-2316 is a novel dual WEE1/PKMYT1 inhibitor designed using the AP3 platform to overcome limitations of benchmark inhibitors [97, 104] - ACR-2316 demonstrated superior preclinical potency versus benchmark WEE1/PKMYT1 inhibitors [111] - Initial clinical activity was observed with ACR-2316 at Dose Level 3, showing approximately 25% tumor shrinkage in a patient with prior chemotherapy and anti-PD-1 therapy [138] Financial Status - As of March 31, 2025, Acrivon had $1648 million in cash and investments, projecting a runway into Q2 2027 [182]
Adobe's Record Q2 Cash Flow Sets the Path: A Key to Future Momentum?
ZACKS· 2025-07-03 17:00
Core Insights - Adobe reported a second-quarter fiscal 2025 operating cash flow of $2.19 billion, reflecting a 13% year-over-year increase, despite a sequential decline of 15% [1][9] - The company's strong prospects are attributed to an expanding AI portfolio and robust performance in its Digital Media segment, particularly through subscription models [2][4] Financial Performance - Adobe's core Digital Media segment, driven by Creative Cloud and Document Cloud, continues to generate strong recurring revenues, with a Remaining Performance Obligations of $19.69 billion, of which 67% is expected to be recognized within a year [2] - As of May 30, 2025, Adobe holds $5.71 billion in cash and short-term investments, allowing for continued investment in product innovation and strategic acquisitions [3] - The company repurchased 8.6 million shares in the second quarter, with $10.90 billion remaining from its $25 billion share repurchase authorization [3] Competitive Landscape - Microsoft competes with Adobe through its cloud and productivity suites, generating approximately $37 billion in third-quarter fiscal 2025, up 16% year over year [5] - Salesforce challenges Adobe in the digital marketing space, reporting $6.5 billion in operating cash flow for the first quarter of fiscal 2026, up 4% year over year [6] Stock Performance and Valuation - Adobe shares have declined 14.9% year to date, while the broader Zacks Computer and Technology sector has returned 5.7% [7] - The stock is trading at a forward 12-month Price/Sales ratio of 6.7X, compared to the sector's 6.51X, indicating a premium valuation [10] - The Zacks Consensus Estimate for Adobe's earnings is $20.61 per share for fiscal 2025 and $23.24 for fiscal 2026, reflecting year-over-year growth of 11.89% and 12.76%, respectively [12]