以下文章来源于余盛 ，作者余盛 余盛 . 阿斯麦退出中国市场，给了竞争对手可乘之机。 2023 年 12 月，全球第二大光刻机厂商尼康宣布推出浸 润式 ArF 光刻机新品 NSR-S636E ，于 2024 年 1 月开售。在此之前，尼康已中标了上海积塔半导体招 标的 ArFi 浸润入式 DUV 光刻机，说明上海积塔半导体很可能是尼康新款光刻机的首个客户，甚至可 能是共同研发伙伴，就像当年台积电与阿斯麦共同研发浸润式光刻机和 EUV 光刻机一样。尼康的 NSR-S636E 是一款高性能的光刻设备，分辨率≤ 38 纳米，数值孔径（ NA ） 1.35 ，套刻精度（ MMO ）≤ 2.1 纳米，最高可满足 7 纳米工艺的芯片制造需求。 科技、财经和历史类，原创深度评论 2024 年，阿斯麦的股市表现很不好看。年初市值约 2800 亿美元，一年过去，到 2025 年年初，市值却 仍然是 2800 亿美元。由于第三季度的财报披露新增订单量仅为 26 亿欧元，远低于分析师预期的 54 亿 欧元，导致市场信心大跌，阿斯麦的市值在 11 月 15 日跌到年内最低谷的 2591 亿美元。与 7 月 10 日最 高峰的 432 ...

Eimskip has reached an agreement to sell the vessel Lagarfoss. Lagarfoss was built in 2014 in China and was specifically designed for Eimskip’s shipping routes. The vessel has served the Company for over a decade and played a key role in its operations. Since the book value of the vessel exceeds the sale price, Eimskip will record a loss of sale of approximately EUR 3.4 million in the third quarter of 2025. The buyer of Lagarfoss is company Grupo Sousa, which is located in Madeira Portugal. The company is t ...

Core Insights - CARFAX has expanded its partnership with General Motors, allowing CARFAX Lifetime dealers to access new car advertising placements on CARFAX Reports, CARFAX Car Listings, and CARFAX Car Care as part of GM's In-Market Retail (iMR) Turnkey Program [1][2] Group 1: Partnership and Program Details - The collaboration enables GM dealers with CARFAX Lifetime status to benefit from enhanced advertising support funded by the iMR Turnkey Program [1] - Eligible GM dealers, including those selling Chevrolet, Buick, GMC, and Cadillac models, can enroll in the GM iMR Turnkey program, with reimbursements starting as early as July 2025 [2] - The program is designed to streamline the advertising process for dealers, eliminating additional paperwork and delays [3] Group 2: Benefits for Dealers - The initiative is expected to boost revenue and visibility for participating dealers, reinforcing customer trust and loyalty [2] - CARFAX, as the leading automotive website in the U.S., provides GM dealers with a competitive advantage by connecting them with millions of in-market shoppers daily [3] - The program allows dealers to maximize their advertising spend, focusing more on customer engagement and service [3] Group 3: Company Background - CARFAX, part of S&P Global Mobility, has been a leader in vehicle history information since 1984, offering various services to consumers and the automotive industry [4] - The company operates the world's largest vehicle history database and is recognized as a top workplace by The Washington Post [4][5]

Latest achievements highlight over 60 years of space heritage and commitment to high-reliability, radiation-tolerant technology for next-generation satellite and avionics systems.CHANDLER, Ariz., July 10, 2025 (GLOBE NEWSWIRE) -- Continuing to support the evolving needs of space system developers, Microchip Technology (Nasdaq: MCHP) has announced two new milestones for its Radiation-Tolerant (RT) PolarFire® technology: MIL-STD-883 Class B and QML Class Q qualification of the RT PolarFire RTPF500ZT FPGA and ...

【DT新材料】 获悉，7月9日， 鼎龙股份 发布2025 年半年度业绩预告。 公告显示，公司预计上半年实现归属于上市公司股东的净利润为 2.9亿元至3.2亿元 ，同比增长 33.12%至46.9% ；扣除非经常 性损益后的净利润为 2.73亿元至3.03亿元 ，同比增长 38.81%至54.06% 。 鼎龙股份 是国内领先的关键大赛道领域中各类核心创新材料的平台型企业，目前重点聚焦半导体创新材料领域。 2025 年上半年度，公司实现营业收入约 17.27 亿元 ，同比增长约 14% 。公司经营业绩稳步增长，具体原因为： 说明： 本文部分素材来自 于鼎龙股份 及网络公 开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种不同观点，不代表对该观点赞同或支持。 如果有任何问题，请联系我们：15355132586（微信号：dtmaterial） 1 、 半导体材料业务及集成电路芯片设计和应用业务 实现营业收入约 9.45亿元 ，同比增长约 49% ；该板块的归母净利润规模同比大幅增长 104% 。 其中： ① CMP 抛光垫 销售收入同比增长 59% 。其中今年第二季度环比增长 16% ， 同比增长 57 ...

又是一年的半年期，哪些赛道业绩爆发的会更高？和讯投顾邹同树在盘点2025几个赛道报和年报预告周 期时恩熙，资金会更更加慎重的看待行业和公司的基本面，对于业绩增长性更高的行业，也会是资金在 当下会去做选择的方向，大家看到了逻辑交易起来也就更能够心应手做到心中有数了，点下关注看到最 后相信会让你有所收获的。截至2025年7月3日早上，120家公司发布了半年度业绩预告，其中预增企业 占比达到68%，整体预期率超过了三成，显示出上市公司上半年整体业绩表现良好，业绩高增长，企业 主要集中在医药生物、半导体、高端制造、新能源以及消费复苏等领域，这些行业的一个共同特点是支 持力度大，市场需求旺盛以及技术创新活跃。 先讲一下半导体赛道，这个赛道主要看设备存储芯片和材料，如半导体主要驱动力在于国产替代加涨 价，AI算力存储芯片需求大增，国产晶圆厂扩产潮拉动材料订单2025年市场规模预计1,740亿，增速超 过25%，涨价猛的方向主要在光刻胶，HB m材料、硅片如AR f胶，国产突破啊价格涨幅达到18%，ps微 硅通孔材料涨价达到25%。12月份大硅片产能也出现紧张，半导体设备主要受益于国产替代加速国内晶 圆厂扩产潮，国产设备自 ...

这家老牌港资是由邱氏家族掌控的远东发展（0035.HK）。这公司的业务除了地产，还有酒店、博彩、金融投资等。总之，很显赫。 上周，远东发展开了业绩会，释放了一堆信息。不过，业绩报告上有个细节被大家忽略了。 细节藏在业绩报的最后部分，远东发展说： 在2025财年里（2024.3~2025.3），公司先花了396.8万美元，回购了本金总额400万美元的自家永续债。后来又以394.8万美元将其悉数抛售。 此举极不寻常。很多企业回购债券后通常选择注销，以此优化资产负债表或传递信心。 远东发展反其道而行，它是高位买了后，甘愿承受亏损（约2万美元）也要坚决卖出。这动作本身就传递出强烈的信号： 公司已在实质层面，自己看空自己。 这与常听到的"做空"一词，在本质上异曲同工。 其实，不光公司在卖自家债券，早在去年8月，公司老板邱达昌的女儿Winnie Chiu邱咏筠就卖出了面值100万美元的债券。 到了今年，轮到邱达昌的太太也加入空军队伍。 路数的小伙伴查询了港交所披露易发现，今年4月23日和24日，太太Nancy Chiu分成两次共计清空了本金总额400万美元的永续债，总价在330万美元左 右，差不多打八折。 第一次： | ...

Core Viewpoint - The article highlights the innovative development and market potential of Syntellix AG's bioabsorbable magnesium alloy implants, particularly the MAGNEZIX® series, which offer significant advantages over traditional metal implants in orthopedic surgeries [2][23]. Product Introduction - Syntellix AG's "bioabsorbable magnesium alloy compression screws" are made from magnesium-based alloy MgYREZr, designed to gradually degrade and be replaced by endogenous new tissue in the body [2][4]. - The MAGNEZIX® product line includes various types of screws and implants, such as MAGNEZIX® CS for small bone fractures and MAGNEZIX® CBS with enhanced antibacterial properties [4][9]. Key Features - The magnesium alloy's biomechanical properties closely resemble human bone, promoting bone growth and regeneration [8]. - The screws are designed to fully degrade within approximately 12 months, eliminating the need for removal surgeries and reducing the risk of secondary operations [9][11]. Clinical Research and Performance - MAGNEZIX® screws have been used in thousands of surgeries globally, demonstrating superior bone healing rates and patient satisfaction compared to traditional non-degradable metal implants [10][19]. - A study comparing MAGNEZIX® CS screws with titanium screws in Hallux valgus surgeries showed no significant difference in stability, bone healing, and patient satisfaction, with a 100% satisfaction rate reported [10][11]. Market Overview - The global orthopedic implant market is projected to grow from $47.38 billion in 2024 to $71.74 billion by 2032, with a compound annual growth rate of 5.3% [22]. - The demand for bioabsorbable implants is increasing due to their natural degradation properties and compatibility with bone tissue, positioning magnesium alloys as a new direction in the industry [22]. Company Background - Syntellix AG, founded in 2008 and headquartered in Hannover, Germany, specializes in the development and sale of bioabsorbable metal implants made from magnesium alloys [23]. - The company claims its implants can reduce surgical time, costs, pain, and infection risks by half compared to traditional titanium or steel implants [23].

Core Insights - CARFAX has been recognized as a Top Workplace by USA Today for the fourth consecutive year, and has also received accolades from the Washington Post and the St. Louis Post-Dispatch [2][3] - The awards are based on anonymous employee surveys conducted by an independent third party, evaluating workplace experiences, policies, and practices [2] - CARFAX has also received five additional distinctions in the Top Workplaces program, including awards for Leadership, Compensation & Benefits, Work-Life Flexibility, Innovation, and Purpose & Values [3] Company Culture - The CEO of CARFAX emphasizes the importance of empowering, supporting, and inspiring employees, highlighting the excellence of the company's culture [3] - Employees appreciate the benefits of working at CARFAX, including a strong work ethic and a healthy work-life balance, with perks such as Summer Fridays [4] - The company is moving to new state-of-the-art offices at Reston Station, which is designed to foster collaboration, innovation, and continued growth [4] Company Overview - CARFAX, part of S&P Global Mobility, has been a leader in providing vehicle history information since 1984, helping millions of people shop, buy, service, and sell used cars with confidence [6] - The company owns the world's largest vehicle history database and is recognized nationally as a top workplace [6][7]

Far East Consortium (00035) H2 2025 Earnings Call June 25, 2025 08:00 PM ET Speaker0Good morning, ladies and gentlemen. Welcome to Far East Consortium International Limited twenty twenty five Annual Results Investor Presentation. Before we begin, let me introduce the management with us today. They are Ms. Winnie Chew, John's Managing Director and Executive Director and Mr.Boswell Chung, Chief Financial Officer and Company Secretary. Ms. Winnie Chew is in an urgent engagement now and not able to join the pre ...