兄弟们，最近A股市场有点不平静啊。华银电力突然宣布上半年净利润暴增4423%，直接把股价拉了个76%的月涨幅，连带着整个预增板块都跟着火了一 把。这可不是个例，截至7月10号，已经有487家公司发了中报预告，其中126家预增超过100%，连天赐材料这种龙头都单月涨了45%。作为在财经圈混了20 年的老江湖，今天咱们就来聊聊这波预增行情，到底该怎么抓住机会，又该避开哪些坑。 今年预增股主要扎堆在三个方向：电子行业受益于AI爆发，工业富联的AI服务器营收涨了60%，芯动联科的MEMS传感器在军工订单里卖爆了；化工行业因 为产品涨价，先达股份的除草剂烯草酮涨到16万一吨，直接让利润翻了28倍；医药生物则是多肽药物需求激增，翰宇药业的利拉鲁肽注射液拿到FDA认证， 净利润暴增16倍。这三个方向既有政策支持，又有实实在在的业绩，是中长线布局的好选择。 风险提示：别被表面数据忽悠了 这里得给兄弟们提个醒，不是所有预增股都能买。比如渝开发虽然预增784%，但主要是靠卖子公司股权赚了2.4亿，扣非净利润可能还不如主业稳定的公 司。另外，像华银电力这种靠短期电力需求激增的公司，一旦天气转凉或者产能过剩，业绩可能马上变脸。还有些 ...

Core Insights - Conagra Brands, Inc. (CAG) reported fourth-quarter fiscal 2025 results with both net sales and earnings falling short of the Zacks Consensus Estimate, experiencing year-over-year declines [1][11] Financial Performance - Adjusted earnings per share (EPS) were 56 cents, missing the estimate of 59 cents, and reflecting an 8.2% decline year over year [3][11] - Net sales totaled $2,781.8 million, down 4.3% year over year, also missing the estimate of $2,844 million, attributed to a decrease in organic net sales, adverse currency movements, and M&A impacts [3][11] - Organic net sales decreased by 3.5% year over year, driven by a 1% negative impact from price/mix and a 2.5% decline in volume due to softer consumption trends [4][11] - Adjusted gross profit fell 10.7% to $717 million, with adjusted gross margin contracting 184 basis points to 25.8% [5][11] - Adjusted EBITDA was $544 million, down 5.7% year over year [6] Segment Performance - Grocery & Snacks segment net sales were $1,150.2 million, down 2.1% year over year, with organic sales declining 3.3% [7] - Refrigerated & Frozen segment net sales decreased 4.4% year over year to $1,121.8 million, slightly beating estimates [8] - International segment net sales fell 13.8% year over year to $230.1 million, with organic sales increasing by 0.8% [9] - Foodservice segment reported sales of $279.7 million, down 4% year over year, but above estimates [10] Future Outlook - For fiscal 2026, Conagra expects organic net sales growth between -1% and 1%, with adjusted EPS forecasted between $1.70 and $1.85, down from $2.30 in fiscal 2025 [11][14] - The company plans to focus on snacks and frozen foods, supply-chain resilience, and cost discipline to drive sustainable growth [2][14] - Capital expenditures are projected to be around $450 million for fiscal 2026 [14] Financial Health - Conagra ended the quarter with cash and cash equivalents of $68 million and long-term debt of $6,234.1 million [12] - The company generated $1,691.9 million in net cash flows from operating activities, with free cash flow amounting to $1,302.6 million [12] - A quarterly dividend of 35 cents per share was declared, reflecting an annualized dividend of $1.40 [13]

| 业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | | | | | 纪工菲 | 0813180 | | 现货价格与基差 | | | | | | | 品种 | 7月9日 | 7月8日 | 涨跌 | 涨跌幅 | 单位 | | N型复投料 - 平均价 | 40000.00 | 39000.00 | 1000.00 | 2.56% | | | P型菜花料 - 平均价 | 29500.00 | 29500.00 | 0.00 | 0.00% | | | N型颗粒硅 - 平均价 | 38000.00 | 36500.00 | 1500.00 | 4.11% | 元/吨 | | N型料基差(平均价) | 730.00 | 615.00 | 115.00 | 18.70% | | | 菜花料基差(平均价) | 2230.00 | 3115.00 | -885.00 | -28.41% | | | N型硅片-210mm - 平均价 | 1.1900 | 1.1900 | 0.00 | 0.00% | 元/片 | | N型硅片-210R - 平均价 | 1.00 ...

在影院行业遭受疫情冲击、好莱坞双重罢工以及流媒体服务崛起的背景下，AMC尝试了各种方法维持 运营。为了在不提高票价的情况下增加收入，AMC首席执行官亚当·阿隆最近宣布将在电影前播放更多 广告。此外，AMC还投资了一家内华达州的贵金属矿业公司，在商场销售爆米花，并推出了联名信用 卡。 阿隆将新的折扣计划描述为"AMC持续努力为注重预算的影迷提供更好价值"的一部分。他表示："在我 们宣布周三5折优惠获得热烈反响后，有两件事变得很清楚：第一，我们的周二优惠计划需要通过更清 晰简洁的信息来吸引追求实惠的影迷；第二，这些影迷也希望在消费时享受真正的实惠。" 【环球时报特约记者 唐牧茂】全球最大连锁影院AMC近日宣布：将在每周观影人数最少的两天推出大 幅票价优惠。美国《综艺》称，从8日开始，AMC将在周二为AMC Stubs会员提供5折电影票优惠，同 时延续此前宣布的周三5折优惠。这取代了此前AMC周二会员5美元（约合35元人民币）观影的优惠活 动，除了半价票外，AMC还将在这两天提供小份爆米花和饮料组合的折扣。 报道称，优惠政策下，观众仍需支付在线购票手续费以及IMAX、3D等特殊影厅的附加费，部分电影或 节假日可能不 ...

Core Viewpoint - The photovoltaic industry is facing severe price competition, leading to significant losses for companies, prompting a call for "anti-involution" measures to ensure sustainable development and product quality improvement [1][3][10]. Industry Overview - The Central Economic Committee has mandated the regulation of low-price competition in the photovoltaic sector, aiming to enhance product quality and facilitate the exit of outdated production capacity [1][10]. - The photovoltaic sector has seen a strong rebound in stock prices since early July, with companies like Tongwei Co., Ltd. and Longi Green Energy experiencing significant gains [1]. Financial Performance - Longi Green Energy reported a revenue of 82.58 billion yuan in 2024, a year-on-year decline of 36.23%, with losses exceeding 8.6 billion yuan, marking a staggering drop of 180.15% [3][6]. - The gross margin for Longi's silicon wafer and rod segments was reported at -14.31%, a decline of 30.19%, while the module and battery segments had a gross margin of only 6.27%, down 12.11% [5][6]. Market Dynamics - The photovoltaic industry is experiencing a supply-demand imbalance, leading to excessive competition and price drops that have resulted in many companies operating at a loss [3][7]. - The price of photovoltaic glass has significantly decreased, with a 24% drop for 2.0mm glass and an 18% drop for 3.2mm glass expected in the first half of 2025 [7][10]. Production Adjustments - In response to the ongoing price competition, major photovoltaic glass manufacturers have agreed to collectively reduce production by 30% starting in July [8][10]. - Many silicon wafer manufacturers are also planning to cut their operating rates by approximately 40% to mitigate losses and stabilize prices [10]. Regulatory Response - The manufacturing sector's recent meetings have emphasized the need for comprehensive governance of low-price competition and the promotion of product quality to achieve healthy and sustainable industry growth [1][10].

Core Insights - Bayer's subsidiary, BlueRock Therapeutics, has initiated the first patient treatment in the phase I/IIa CLARICO study with OpCT-001, an investigational iPSC-derived cell therapy for primary photoreceptor diseases [1][9] - OpCT-001 is the first iPSC-derived cell therapy tested in humans for inherited eye diseases, including retinitis pigmentosa and cone-rod dystrophy, which can cause vision loss [2][9] - The CLARICO study aims to evaluate the safety, tolerability, and clinical outcomes of OpCT-001, with a focus on safety in the phase I portion and additional safety and visual function data in the phase II part [4][9] Bayer's Stock Performance - Year-to-date, Bayer's shares have increased by 56.6%, contrasting with a 0.7% decline in the industry [7] Pipeline Developments - Bayer has expanded its pipeline to include cell therapy through the acquisition of BlueRock and gene therapy through AskBio, targeting various diseases including retinal disorders and Parkinson's disease [10] - The FDA has granted Fast Track designation to OpCT-001 for treating primary photoreceptor diseases, indicating potential for significant therapeutic advancements [11] Other Developments - Bayer is also developing bemdaneprocel (BRT-DA01) in a phase III study for Parkinson's disease, which has received Regenerative Medicine Advanced Therapy and Fast Track designations from the FDA [12]

Key Takeaways FSLR is advancing perovskite research to develop scalable, high-efficiency thin-film solar products. The company's new perovskite line is part of its $370M Jim Nolan Center for Solar Innovation in Ohio. FSLR acquired Evolar AB in 2023 to boost the development of next-gen perovskite-based solar technologies.Recently, perovskite solar cells have emerged as a promising alternative to traditional silicon panels, offering potentially higher efficiency and lower production costs. With the increase ...

Movie theater leader AMC Entertainment Holdings AMC is doubling down on a discount movie ticket promotion originally scheduled for Wednesdays. The company will now offer 50% off movie tickets on Tuesdays and Wednesdays for its Stubs loyalty members.Here's a look at what this means for the company.What Happened: Movie fans who want to see the newest releases like box-office dominating "Jurassic World Rebirth" and don't want to pay the top movie ticket price might consider waiting to go to the movies until Tu ...

Group 1 - Conagra Brands is set to announce its fiscal fourth-quarter earnings on July 10, 2025, with analysts predicting earnings of $0.61 per share on revenue of $2.88 billion, which is approximately unchanged year-over-year [2] - The company has a current market capitalization of $10 billion and reported revenue of $12 billion over the previous twelve months, with operating profits of $481 million and net income of $329 million [3] - Snack volumes increased by 4% in Q3, driven by meat snacks and popcorn, indicating a positive trend in consumption as the industry shifts towards healthier options [2] Group 2 - Historical data shows that Conagra has recorded 18 earnings data points over the last five years, with 7 positive and 11 negative one-day returns, resulting in positive returns approximately 39% of the time [6] - The median of the 7 positive returns is 1.5%, while the median of the 11 negative returns is -2.0%, suggesting a mixed performance post-earnings [6] - The correlation between short-term and medium-term returns following earnings can provide insights for traders, particularly if the 1D and 5D returns exhibit high correlation [7]

新能源及有色金属日报 | 2025-07-08 政策及资金扰动持续，多晶硅盘面继续反弹 工业硅： 市场分析 2025-07-07，工业硅期货价格偏弱震荡，主力合约2509开于7980元/吨，最后收于8045元/吨，较前一日结算变化（55） 元/吨，变化（0.69）%。截止收盘，2509主力合约持仓384707手，2025-07-08仓单总数为51349手，较前一日变化 -352手。 供应端：工业硅现货价格持稳。据SMM数据，昨日华东通氧553#硅在8700-8800（0）元/吨；421#硅在8900-9200 （0）元/吨，新疆通氧553价格8000-8200（0）元/吨，99硅价格在8000-8100（0）元/吨。昆明、四川地区部分硅价 仍下降。黄埔港、天津、西北、上海、新疆地区硅价暂稳。 97硅价格同样暂稳。 消费端：据SMM统计，有机硅DMC报价10300-10600（0）元/吨。据SMM统计，6月国内有机硅DMC产量环比5月 增加13.75％，同比减少1.60％。6月国内多数有机硅单体企业开工负荷有所提高。7月虽国内仍有部分单体企业开 工负荷有所下降，但整体影响量较为有限，7月预估有机硅产量环比6月上 ...