Investing in growing companies can lead to great compound gains over the long term. But sometimes even competitively strong companies will see their stocks collapse over near-term headwinds in the economy or other obstacles. It's just the nature of business.Fortunately for long-term investors, traders on Wall Street don't look at it that way. The focus on near-term performance leads to swings in share prices that can over- or undervalue a company's true worth. This gives a retirement saver the chance to buy ...

【导读】广汽集团董事长冯兴亚称，全面进入 " 战时状态 " 中国基金报记者 邱德坤 广汽集团是燃油车时代的头部车企之一，面对汽车行业的大变革时代，以广汽集团为代表的 车企正在努力寻求破局之道。 打好用户需求战 " 用户需求是汽车产业演进的核心变量。 " 冯兴亚表示，随着智能网联新能源汽车的兴起， 用户需求发生了根本性的变化，汽车成为承载个性和情感的移动伙伴。 为此，广汽集团在确保汽车安全和功能价值底线的同时，全面提升对客户需求的洞察能力、 重构用户运营体系、拥抱和满足用户核心需求，着力打造情绪价值。 冯兴亚介绍，广汽集团重构了产品、造型、整车、平台技术等资源及相关配套职能，构建了 " 从用户洞察为起点到产品交付 " 的广汽集团大研发体系，确保车型开发在满足功能价值的基 础上，精心锻造让客户心动的情绪价值。 具体来看，针对未来个性化的汽车消费市场，广汽集团将以核心科技创新为支撑，针对性强 化性能长板。 以充分发挥在电驱领域的技术优势为例，广汽集团基于广汽昊铂在 SSR 超跑技术的积累，将 大力提升产品的加速性能，使家用产品的加速性能迈进 3 秒大关。冯兴亚称： " （广汽集 团）将为用户带来怦然心动的驾驶体验。 ...

Financial Performance - Westlake Chemical Corporation reported net sales of $6.936 billion and EBITDA of $1.291 billion [4] - Net income attributable to Westlake Chemical Corporation was $456 million [4] - Olefins contributed $750 million to EBITDA, representing 53% of the total, while Vinyls contributed $658 million, accounting for 47% [4] Strategic Acquisitions and Synergies - The acquisition of Axiall has created a diverse, vertically-integrated chemicals leader, enhancing margin stability and growth opportunities [7] - Westlake expects to realize $120 million in synergy savings and cost reductions in 2017, with a total of $200 million expected by 2018 [7] Ethylene and Feedstock Advantages - Westlake has a short position in ethylene, providing cost advantages in the coming years due to its all-ethane feedstock capability [11, 12] - The company's ethylene plants are fully capable of using ethane and have some NGL flexibility, with the European business (Vinnolit) providing further feedstock diversification [22] Polyethylene Product Mix - Westlake has an advantaged polyethylene product mix, with LDPE accounting for 58% and LLDPE for 42% of its capacity [24] - The company focuses on LDPE, which has a higher average margin advantage compared to other PE grades [24] PVC and Global Presence - The Axiall acquisition has given Westlake a global PVC presence with facilities in North America, Europe, and Asia [36] - Westlake/Vinnolit is a leading specialty PVC producer with a global capacity of approximately 4,000 KMT in 2016 [48]

源Sight . 源Sight，关注互联网前沿生态和新兴商业。 瑜伽江湖再掀波澜。 文 ｜ 安然 来源｜ 源Sight（ID： gh_95838c8306c1） 封面来源 ｜ pexels 以下文章来源于源Sight ，作者源Sight 在瑜伽服领域，四大门派正在围攻光明顶。 据GymSquare消息，英国瑜伽服品牌Sweaty Betty中国区业务已被中国代运营公司宝尊电商收购。 据悉，这一收购目前还在早期阶段，相关人员安排尚未明朗，但从内部架构来看，负责Sweaty Betty品牌运营的，或为宝尊品牌管理（BBM）团队。这意 味着，Sweaty Betty中国将与GAP和Hunter共用运营团队。 另一备受瞩目的美国瑜伽品牌Alo Yoga也有新动作。 7月初，Alo的亚洲首家旗舰店——韩国首尔岛山公园旗舰店正式营业。这也是Alo在泰国、马来西亚、印尼、新加坡外，于亚洲布局的第五个国家。结合 去年年底的上海选址传闻，有业内人士指出，Alo进军中国市场只差临门一脚。 在中国市场上，更早入局的美国品牌Vuori正在加速扩店，预计"中国将会是我们销售和店铺数量上最大的市场"；国产品牌中，背靠安踏集团的MAIA ...

证 券 研 究 报 告 希荻微（688173）深度研究报告 强推（首次） 模拟行业复苏扬帆，外延并购拓平台版图 公司研究 集成电路 2025 年 07 月 11 日 目标价：17.91 元 当前价：13.41 元 华创证券研究所 证券分析师：耿琛 电话：0755-82755859 邮箱：gengchen@hcyjs.com 执业编号：S0360517100004 证券分析师：岳阳 邮箱：yueyang@hcyjs.com 执业编号：S0360521120002 证券分析师：吴鑫 邮箱：wuxin@hcyjs.com 执业编号：S0360523060001 联系人：卢依雯 邮箱：luyiwen@hcyjs.com 公司基本数据 | 总股本(万股) | 41,031.93 | | --- | --- | | 已上市流通股(万股) | 24,318.23 | | 总市值(亿元) | 55.02 | | 流通市值(亿元) | 32.61 | | 资产负债率(%) | 12.89 | | 每股净资产(元) | 3.57 | | 12 个月内最高/最低价 | 15.24/7.94 | 市场表现对比图(近 12 个月) - ...

Company Overview - MTM Critical Metals Ltd, soon to be renamed Metallium Ltd, has upgraded to the OTCQX® Best Market from the OTCQB® Venture Market, enhancing visibility and access for North American investors [1] - The company is focused on recovering critical and precious metals through a low-carbon, high-efficiency approach via its U.S. subsidiary, Flash Metals USA Inc [4] Strategic Developments - The upgrade to OTCQX is a significant step in the company's U.S.-focused strategy, allowing easier trading for U.S. shareholders and enabling shares to be purchased in U.S. dollars during local market hours [2] - The company is developing its first commercial Flash Joule Heating facility in Texas, targeting revenue from high-value materials such as gallium, germanium, rare earth elements, gold, and silver [2][5] Financial Position - The company recently completed a $50 million institutional capital raise to accelerate its commercialization efforts in the U.S. [3] - The upgrade to OTCQX will enhance the availability of the company's shares and expand Blue Sky compliance across multiple U.S. states [2] Technology and Operations - Flash Metals USA is commercializing the patented Flash Joule Heating (FJH) process, which is a selective thermal method for recovering metals without acids or smelting [5] - The first commercial plant in Texas is designed to recover various metals, including gallium, germanium, indium, gold, silver, and copper, aligning with U.S. industrial modernization efforts [5]

智通财经APP获悉，7月10日，第三季度DHL香港空运贸易领先指数（DTI）显示：整体空运贸易指数于本季度持续下滑，重回2019 年第三季度的水平，即中美贸易关系紧张局势的初期阶段，反映当前空运贸易面临挑战，尤其是在出口/转口方面。电子产品及部件 指数与服饰保持平稳。相反，礼品、玩具及家庭用品则录得最显著跌幅，达到自2023年以来最低水平。另外，钟表及首饰指数在所 有空运商品中表现最为疲弱。 近九成本地空运用户对近期贸易政策变化认知不足，其中，主要关注范畴是关税及法规的最新调整，以及关税计算。自中美双方于 2025年5月14日暂缓贸易关税90日后，近三成本地空运用户表示紧急订单有所增加。 在贸易环境急剧变化下，本地空运用户认为东南亚为最具贸易潜力的市场，其次为欧洲及大中华区市场。美洲指数在本季度录得自 2022年以来的最低水平，其网上零售业务方面亦最为疲弱，而亚太地区指数与过往几季相比则保持平稳。 DTI是由DHL Express香港委托香港生产力促进局进行的一项季度调查，乃全港首个空运贸易指数，旨在提供有关整体空运进口和出 口/转口贸易市场的前景。该调查每季度就市场业务需求和发展趋势访问不少于600家以香港 ...

Core Insights - Henlius is a leading Chinese biopharmaceutical company focused on R&D with six products approved for marketing in China and four products successfully entering international markets [1][4] - The company's pipeline emphasizes oncology and autoimmune diseases, featuring innovative candidates like HLX43 (PD-L1 ADC) and HLX22 (anti-HER2 monoclonal antibody) [1][2] Product Development - HLX43 is the first PD-L1 ADC globally to enter Phase II clinical trials, showing promising efficacy with an objective response rate (ORR) of 75% in thymic squamous cell carcinoma (TSCC) patients and 40% in squamous non-small cell lung cancer (sqNSCLC) patients [1] - HLX22, a novel anti-HER2 monoclonal antibody, is expected to redefine the standard of care for first-line HER2-positive gastric cancer, with ongoing Phase III trials in combination with trastuzumab and chemotherapy [2] Market Performance - Hansizhuang (Serplulimab) has achieved rapid domestic sales growth, reaching Rmb1.31 billion in 2024, and has been approved in multiple international markets [3] - The company has successfully entered global markets with four products, including Hanlikang and Hanquyou, and has established collaborations for the commercialization of various biosimilars [4] Financial Projections - Revenue forecasts indicate growth to Rmb5.96 billion in 2025, Rmb6.36 billion in 2026, and Rmb7.02 billion in 2027, with net profits projected at Rmb790 million, Rmb900 million, and Rmb1.14 billion respectively [5]

Product Assessment - The author expresses a bullish outlook on the Pumpfun application, irrespective of the token price [1] - The author maintains a positive view on the HL product, even if HYPE's value drops to zero, due to its functionality and user demand [1] - The industry observes a shift from past cycles, with a focus on real products that users actively desire [1]

Things I'm interested in today: (07.09.2025):- Yarn(m). As a rule I'm staying curious about new info/social products. After their article drop today it seems pretty clear to me that it's social-capital-incentivized liquidity in a model very similar to what I predicted for initial attention offerings. I do like the tweaked structure though...quality content in a niche -> better allocation/APY/etc in that niche (also modified by conversion and distribution). Will observe further.- Bybit generally. They've mad ...