股票简称：甬矽电子 股票代码：688362 甬矽电子（宁波）股份有限公司 Forehope Electronic （Ningbo）Co.,Ltd. （浙江省余姚市中意宁波生态园兴舜路 22 号） 向不特定对象发行可转换公司债券 上市公告书 保荐人（主承销商） （深圳市福田区福田街道益田路 5023 号平安金融中心 B 座第 22-25 层） 二〇二五年七月 第一节 重要声明与提示 甬矽电子（宁波）股份有限公司（以下简称"甬矽电子""发行人""公司" 或"本公司"）全体董事、监事和高级管理人员保证上市公告书的真实性、准确 性、完整性，承诺上市公告书不存在虚假记载、误导性陈述或重大遗漏，并对其 内容的真实性、准确性和完整性承担个别和连带的法律责任。 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》（以下简称"《证券法》"）等有关法律、法规的规定，本公司 董事、高级管理人员已依法履行诚信和勤勉尽责的义务和责任。 中国证券监督管理委员会（以下简称"中国证监会"）、上海证券交易所（以 下简称"上交所"）、其他政府机关对本公司可转换公司债券上市及有关事项的 意见，均不表明对本公司的任何保 ...

Here is a tour of the world’s largest Tesla supercharger in Lost Hills California with 164 stalls and eventually owners lounge.@tesla @TeslaCharging https://t.co/899XGGAZEzTesla Charging (@TeslaCharging):168 stalls, 11 MW of solar, 10 @Tesla_Megapack constructed in 8 months in Lost Hills, CA.84 stalls now open, solely powered by the sun and operating off-grid. Remaining stalls & lounge coming later this year. Safe Fourth of July travels!https://t.co/DnkkahIk32 https://t.co/vxhCZLfupA ...

How AI Is Helping Amazon Save Half A Million Tons Of Packaging Per Year https://t.co/iCiNV55UgZ https://t.co/iCiNV55UgZ ...

Core Insights - Cisco Systems and Dell Technologies are leading providers of AI-powered enterprise infrastructure solutions [2][3] - The demand for AI infrastructure is driving significant growth in both companies, with Cisco securing over $1 billion in AI infrastructure orders and Dell shipping $1.8 billion in AI servers in Q1 [9][13] - IDC projects AI infrastructure spending to exceed $200 billion by 2028, with a significant portion allocated to servers with embedded accelerators [4] Company Performance - Cisco's stock has appreciated 16.2% year to date, while Dell's shares have increased by 11% [5] - Cisco's security business is thriving, with strong demand for its security solutions and a growing customer base [11][12] - Dell's PowerEdge XE9680L AI-optimized server is in high demand, contributing to a healthy backlog of $14.4 billion [13] Market Trends - Global IT spending is forecasted to reach $5.61 trillion by 2025, with data center systems expected to grow by 23.2% [4] - Enterprises with large-scale hyperscale data centers will account for over 70% of spending on AI-optimized servers by 2025 [4] Valuation and Investment Appeal - Dell Technologies is considered undervalued with a Price/Sales ratio of 0.81X compared to Cisco's 4.61X [18] - Dell holds a Zacks Rank 1 (Strong Buy), while Cisco has a Zacks Rank 3 (Hold), indicating a stronger investment appeal for Dell [21][22]

How AI Is Helping Amazon Save Half A Million Tons Of Packaging Per Year https://t.co/Ge7FGzHU2r https://t.co/Ge7FGzHU2r ...

Core Insights - Globalstar, Inc. has entered into definitive agreements with Telecom Castilla-La Mancha to expand its Alcazar Teleport facility in Spain, enhancing its mobile satellite services network, the C-3 System, to improve connectivity across Europe [1][10] - The expansion will double the size of the Alcazar Teleport, adding three new tracking antennas and essential infrastructure upgrades, reinforcing Globalstar's commitment to enhancing its global ground infrastructure [2][3] Infrastructure Development - The upgrade of the Alcazar facility is crucial for strengthening Globalstar's Low Earth Orbit (LEO) satellite constellation, enabling the company to support next-gen mobile satellite services for millions of users in Europe [3] - Recent power outages in Spain and Portugal highlighted the importance of satellite services, as Globalstar's network remained operational while terrestrial networks failed, showcasing the resilience of its system [4][10] Service and Revenue Growth - Globalstar provides satellite voice and data services in over 120 countries, with a product range that includes mobile and fixed satellite telephones and data modems [5] - The company reported a revenue of $60 million in the last quarter, a 6% year-over-year increase, driven by higher service revenues, and reaffirmed its 2025 revenue guidance between $260 million and $285 million, expecting an adjusted EBITDA margin of around 50% [8] Market Position - Globalstar currently holds a Zacks Rank of 3 (Hold), with its shares increasing by 41.2% over the past year, compared to a 57% growth in the Zacks Satellite and Communication industry [9]

Core Insights - Tariffs are posing a significant challenge for Cracker Barrel Old Country Store, Inc. (CBRL), potentially impacting margins during a critical transformation phase [1][2] - Approximately one-third of retail products are sourced from Chinese vendors, leading to both direct and indirect exposure to new tariff regulations [1][2] - Management estimates a $5 million impact on adjusted EBITDA for the fiscal fourth quarter due to these tariffs [2][10] Company Strategy - To mitigate the effects of tariffs, Cracker Barrel has implemented a three-pronged strategy: aggressive vendor negotiations, alternative sourcing from non-China regions, and selective price increases [3][10] - The company is also updating its retail strategy, which includes SKU rationalization, fewer seasonal themes, and a more focused promotional calendar [3][10] Market Context - Other companies in the restaurant sector, such as Sweetgreen, Inc. and Starbucks Corporation, are also facing tariff-related challenges and are employing tailored mitigation strategies [5][6][7] - Sweetgreen has noted a 75-basis point headwind from tariffs and is transitioning to alternative suppliers, while Starbucks is localizing production to reduce exposure [6][7] Financial Performance - Cracker Barrel's shares have increased by 54.9% over the past three months, significantly outperforming the industry average of 3.4% [8] - The company trades at a forward price-to-sales ratio of 0.43, which is considerably lower than the industry average of 4.11 [11] - The Zacks Consensus Estimate indicates a 9.1% decline in earnings per share (EPS) for fiscal 2025, with a projected increase of 10.2% for fiscal 2026 [13]

证券研究报告 | 2025年07月11日 时代新材（600458.SH） 重点布局新材料业务矩阵，有望打造新利润增长点 公司研究·公司快评 电力设备·风电设备 投资评级：优于大市（维持） 证券分析师： 王蔚祺 010-88005313 wangweiqi2@guosen.com.cn 执证编码：S0980520080003 证券分析师： 王晓声 010-88005231 wangxiaosheng@guosen.com.cn 执证编码：S0980523050002 证券分析师： 袁阳 0755-22940078 yuanyang2@guosen.com.cn 执证编码：S0980524030002 事项： 日前公司宣布第四大业务板块新材料事业部完成业务矩阵布局。公司 2023 年末开启建设新材料产业园&中 试基地，主要生产高端聚氨酯减振及防护制品、有机硅 PACK 功能材料以及 HP-RTM PACK（高压树脂传递模 塑）结构材料，基于多年经验积累，不断拓展新材料产品序列。目前成功形成覆盖聚氨酯、有机硅、HP-RTM 以及芳纶材料的产品矩阵，并积极研制 PI 光电信息材料、PAI 聚酰胺酰亚胺、可回收环氧树脂 ...

9 July 2025 | 10:43PM HKT China Consumer Staples Pork: 2Q25 preview: Stronger US hog production; China on track to grow; Buy WH Group For WH Group, we expect better cyclical recovery in its US hog production business, where our US team uplifted Smithfield (WH Group's US business, covered by Leah Jordan) full year profits forecasts beyond the company's higher-end of guidance (-$50mn to +$50mn). We expect China operations (also Shuanghui) to show a return to a growth trajectory from -14% yoy OP decline in 1Q2 ...

Key Takeaways MRVL is deploying modular RDL interposer tech to build larger, high-efficiency AI accelerator solutions. The design supports HBM3/3E integration, enables die replacement, and enhances power and latency performance. MRVL sees a $94B data center chip market by 2028, with custom compute offerings witnessing a 53% CAGR.Marvell Technology (MRVL) uses advanced CMOS technologies at 5nm and 3nm nodes and is now shifting toward 2nm and below, which include innovations like gate-all-around transistors ...