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汇聚合力,助力中国卖家走得更稳更远
Nan Jing Ri Bao· 2025-07-16 23:43
南报网讯(记者 黄琳燕) 7月24日,2025亚马逊SPN服务商网络峰会将在南京举行。本次峰会将汇聚超 500位优质服务商及行业专家,围绕服务商全球化能力跃升与高质量合作展开深度探讨。大会现场将发 布SPN服务商网络新增服务类目及产品功能升级、多项产业带专项研究成果,助力服务商更好对接中国 卖家多元化需求,助力中国卖家走得更稳、更远。 大会将重磅发布SPN服务商网络新增服务类目与产品功能升级内容,覆盖更多服务场景,提升系统协同 效率,利于服务商有效提升跨境电商全链条服务质量。围绕区域发展趋势与本地服务协同,大会将权威 发布多项产业带专项研究成果,服务商可借此识别高潜区域机会,规划本地化落地节奏,提升响应速度 与拓展效率。 本次大会将汇聚来自物流、合规、广告、品牌等多个领域的超过500位优质服务商及行业专家,通过主 论坛、闭门会议与展区交流,搭建一个开放、务实、可对接的交流场域,为服务商建立联系、获取信 息、寻找合作提供现场空间。现场还将围绕服务机制、合规实践与典型案例展开多主题内容发布,帮助 服务商提升合规意识与交付能力,为中国卖家提供更高质量的跨境服务。 亚马逊SPN(Service Provider Ne ...
迪士尼20250507
2025-07-16 06:13
Good day, and welcome to the Walt Disney Company Second Quarter 2025 Financial Results Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key, followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad. To withdraw your question, please press star then two. Please note today's event is being recorded. We m ...
X @Tim Cook
Tim Cook· 2025-07-15 18:54
Product Updates & Market Expansion - Hearing Test and Hearing Aid features on AirPods Pro 2 are now available in Australia, Indonesia, Taiwan, Vietnam, and more [1] - Sleep apnea notifications on Apple Watch are now available in Australia, Indonesia, Taiwan, Vietnam, and more [1]
Paymentus (PAY) Surges 5.8%: Is This an Indication of Further Gains?
ZACKS· 2025-07-15 18:36
Company Overview - Paymentus (PAY) shares increased by 5.8% to $30.05, following a significant trading volume, contrasting with a 13.1% loss over the past four weeks [1] - The stock received a rating upgrade from Market Perform to Outperform by Raymond James, with a price target set at $37.00 [2] - Paymentus has a competitive edge due to its scalable, cloud-native platform that supports omnichannel, real-time bill payments [2] Technology and Integration - The company’s integration with billing and ERP systems, along with its proprietary Instant Payment Network (IPN), connects thousands of billers and partners, including PayPal and Walmart, enhancing its market reach [3] - AI-powered features facilitate smart engagement, while flexible APIs and secure infrastructure contribute to efficiency and reliability, positioning Paymentus as a leader in modern bill payment solutions [3] Financial Performance Expectations - Paymentus is projected to report quarterly earnings of $0.14 per share, reflecting a year-over-year increase of 16.7%, with revenues expected to reach $257.95 million, up 30.7% from the previous year [4] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] Industry Context - Paymentus operates within the Zacks Financial Transaction Services industry, which includes other companies like MasterCard (MA) [6] - MasterCard's consensus EPS estimate for its upcoming report has increased by 0.2% to $4.05, representing a 12.8% change from the previous year [7]
2025年俄罗斯国际五金工具展览会(MITEX2025)
Sou Hu Cai Jing· 2025-07-15 04:45
展会地点:莫斯科红宝石国际展览中心 展会时间:2025年11月11日至14日 主办单位:Reed Exhibitions Alcantara Machad 组展单位:杭州德瑞汇会展服务有限公司 展会简介: 俄罗斯莫斯科五金工具展览会自1998年开始举办,由EUROEXPO主办,是俄罗斯最大的和唯一的专业国际五金工具展,它在欧洲的影响力仅次于德国科隆 五金博览会,是俄罗斯五金工具行业的风向标,已经连续举办23届。中国展团连续多年参展,效果显著。展会在俄罗斯首都莫斯科举行,参展的企业有世界 上顶级的工具采购和分销商RobertBosch和Black&Decker以及俄罗斯本地的顶级采购商3MRussia等,并且中国大型企业的特装展位也都安排在国际馆和他们 同场展出。据统计,2024年该展会参展商共893家,期中中国展商600余家,俄罗斯参展商293家;总展出面积超过20000平米,吸引了20000多名专业采购 商。 市场行情: 机械制造与自动化、自动化控制设备、机床设备、电子制造自动化设备;激光切割机械;汽车保养维修工具及设备、液压和气压设备和配件;制造、加工工 具; 检测、控制设备;仪器仪表;电焊机及配件;园林 ...
美瑞新材(300848) - 2025年7月14日投资者关系活动记录表
2025-07-14 12:07
Group 1: Product Development and Applications - The company is entering mainstream industries for HDI products, including coatings, automotive paints, and industrial paints, while also focusing on polyurethane new materials as a key market for future development [2] - The company's self-developed foaming TPU is lightweight and highly elastic, primarily used in sports shoe midsoles, showing strong profitability and rapid sales growth [3] - The special amine products include PNA, PPDA, and CHDA, with applications in dye synthesis, aramid and polyimide production, and as epoxy curing agents in various fields [3] Group 2: Project Progress and Market Response - Two small-scale rapid fundraising projects commenced construction in Q4 2024, with an 18-month construction period; one project aims for an annual output of 10,000 tons of expandable thermoplastic polyurethane elastomer, and the other for 30,000 tons of water-based polyurethane [4] - The sales team has been actively promoting the Henan project through exhibitions and client visits, resulting in positive market feedback and ongoing engagement with target customers [2] Group 3: Financial Performance - The company's second-quarter performance was influenced by market demand, raw material prices, and operational factors, with specific results to be detailed in the upcoming semi-annual report [4]
“让我为 Firefox 付费!”
3 6 Ke· 2025-07-14 11:50
Core Viewpoint - The call for a paid version of Firefox by John Karahalis reflects a growing sentiment among users who are willing to financially support the browser to ensure its sustainability and independence from advertising revenue [1][8][13]. Group 1: User Sentiment and Support - Many users express a willingness to pay for Firefox, viewing it as a necessary step to preserve its quality and independence from ad-driven models [8][11]. - Users have shown disappointment with Mozilla's recent decisions, including changes to user data policies and executive compensation, which have contributed to a decline in trust [8][10][13]. Group 2: Financial Model and Sustainability - Karahalis argues that charging for Firefox does not contradict the principles of open-source software, as users who cannot afford to pay can still access free versions [5][6]. - There is a suggestion for Mozilla to explore a subscription model or premium version that offers additional features while maintaining the core product's integrity [11][12]. Group 3: Concerns and Criticism - Users are concerned about Mozilla's reliance on Google for revenue through default search engine agreements, which raises doubts about its ability to compete independently [11][12]. - The increase in executive salaries amidst declining revenues and market share has led to criticism regarding the allocation of funds and the overall direction of the company [8][10].
X @Circle
Circle· 2025-07-11 19:01
Circle Payments Network (CPN): Built for scale, not one-off integrationsFor Originating Financial Institutions (OFIs), CPN proves that one programmable network can support many models, without rebuilding your stack.✅ One integration powers @RedotPay’s crypto cards and @ConduitPay’s global payroll and business payments✅ The same rails support P2P, B2C, and B2B flows✅ Partners inherit new reach as the network growsFrom wallets to treasury, CPN makes programmable payments scale.https://t.co/OVEG46Gx7p ...
Anon Announces Private Placement and Corporate Update
Thenewswire· 2025-07-11 13:30
Core Viewpoint - Anonymous Intelligence Company Inc. is expanding its business strategy by developing SimpliiCrypto, an early-stage cryptocurrency project, under the leadership of CEO Denis Franks [1][2] Group 1: Business Strategy and Developments - The company is undertaking a non-brokered private placement of up to 5,000,000 units at a price of $0.15 per unit, aiming for gross proceeds of up to $750,000 [3] - The net proceeds from the offering will be used to broaden the technology business strategy, including cryptocurrency staking, mining, blockchain technology, and the development of decentralized applications [4] - A portion of the proceeds will be invested in a globally recognized cryptocurrency, with plans to stake the tokens quarterly to generate revenue [5] Group 2: Strategic Alliances - The company is seeking further strategic opportunities involving cryptocurrency-related assets through cash and equity arrangements [6] - ANON has entered into a strategic alliance with CannÖgen International, which focuses on health and wellness products, to secure appreciating assets that support shareholder value [7][8] - CannÖgen has issued ANON 444,444 warrants exercisable into common shares at a price of $0.1125 per share for two years, and ANON holds approximately a 1% ownership interest in CannÖgen [9] Group 3: Product Development - ANON is advancing the development of its proprietary Software Development Kit (SDK) and Virtual Private Network (VPN), which are being rebranded as Simplii Ai and Simplii VPN [10] - Under Mr. Franks' leadership, the company has significantly increased its market capitalization and improved its balance sheet by reducing over $350,000 in outstanding debt [11]
Disney Gains 9.3% YTD: 3 Key Reasons to Buy the Stock in 2H25
ZACKS· 2025-07-10 17:01
Core Insights - Disney presents a compelling investment opportunity for the second half of 2025, with shares gaining 9.3% year to date as multiple business transformation catalysts converge to drive sustained outperformance [1][7] Streaming Business Performance - Disney's direct-to-consumer transformation has achieved significant profitability, generating $336 million in operating income during fiscal Q2 2025, with Disney+ adding 1.4 million subscribers to reach a total of 126 million [2][9] - The launch of the ESPN streaming service in Fall 2025 is expected to create a new revenue stream from Disney's most profitable content, enhancing monetization capabilities [4] Strategic Partnerships and Content Strategy - Disney's partnership with ITV in the UK enhances subscriber value and market reach, allowing Disney+ customers access to premium ITV content while ITVX viewers can sample Disney+ offerings [3] - The content slate for the remainder of 2025 includes highly anticipated releases such as Zombies 4, Percy Jackson and the Olympians Season 2, and Marvel's Wonder Man series, focusing on quality over quantity to compete with Netflix [5] Theme Park Expansion - Disney's $60 billion capital investment program over 10 years represents the largest theme park expansion in its history, with a projected mid-teens return on invested capital and capacity increases of 20-25% by 2027 [11][14] - The expansion includes significant projects like the new Villains Land and Cars-themed Frontierland replacement, addressing demand-supply imbalances and maintaining premium pricing power [12] Financial Performance - In fiscal Q2 2025, Disney reported revenues of $23.6 billion (+7% YoY) and adjusted EPS of $1.45 (+20% YoY), prompting management to raise full-year guidance to $5.75 EPS, indicating 16% growth [14][16] - The experiences segment revenues reached $8.9 billion (+6% YoY), demonstrating resilience in pricing power despite macroeconomic pressures [15] Valuation and Competitive Position - Disney trades at a forward P/E of approximately 19.38x, below the Zacks Media Conglomerates industry average of 21.06x, indicating a potentially undervalued investment opportunity [18] - The company's unmatched IP portfolio across Disney, Pixar, Marvel, Star Wars, and National Geographic creates sustainable competitive advantages, allowing for cross-platform monetization [21] Conclusion - Disney is positioned for sustained outperformance as multiple catalysts converge, making it an attractive buy for investors in the second half of 2025 [22]