Core Viewpoint - Tronox Holdings plc is set to release its second quarter 2025 earnings on July 30, 2025, followed by a webcast conference call on July 31, 2025, at 10:00 AM ET [1]. Company Overview - Tronox Holdings plc is a leading global producer of high-quality titanium products, including titanium dioxide pigment and specialty-grade titanium dioxide products [3]. - The company operates in the mining of titanium-bearing mineral sands and has facilities that produce high-grade titanium feedstock materials, pig iron, and other minerals, including rare earth-bearing mineral monazite [3]. - With approximately 6,500 employees across six continents, Tronox boasts a diverse workforce and a strong vertical integration model, enhancing its operational and technical expertise [3].

撰文丨王聪 编辑丨王多鱼 排版丨水成文 衰老的特征之一是整个生物体中干细胞的衰老、功能下降以及数量下降。全身性慢性低度炎症 （炎性衰老） 涉及循环促炎细胞因子和趋化因子水平升高，并导致 干细胞衰老。 异时性联体共生 （Heterochronic Parabiosis， 通过外科手术将两只不同年龄的动物的循环系统连接起来，使其共享血液和体液 ） 研究表明，来 自老年个体循环中的系统性因素可诱导过早衰老，而年轻个体的循环则能使老年组织恢复活力。然而，全身性炎症对肌肉干细胞 （MuSC） 衰老的具体影响，目 前仍不清楚。 威斯康星大学麦迪逊分校、 罗切斯特大学医学中心的研究人员在 Nature 子刊 Nature Aging 上发表了题为 ： Epigenetic erosion of H4K20me1 induced by inflammation drives aged stem cell ferroptosis 的研究论文。 该研究表明， 全身性炎症 通过诱导 表观遗传侵蚀 ，促进 肌肉 干细胞 发生 铁死亡 ，而长期抑制全身性炎症，能够 有效预防铁死亡，保持肌肉干细胞数量，并 促进肌肉再生和功能恢复。 衰老 ...

Group 1: Smith & Wesson Brands - Smith & Wesson Brands is currently trading at $8.66, with a 52-week range of $8.38 to $16.85 and a dividend yield of 6.00% [2] - The company faces significant headwinds, including tariffs and revenue deleveraging, which have negatively impacted margins and led to insufficient income to cover the dividend [2][3] - The payout ratio is projected to exceed 150% by the end of fiscal 2025, raising concerns about the sustainability of the dividend [2][3] - Analysts have a consensus rating of Moderate Buy, but sentiment is declining, and the price target is falling, indicating potential further downside risk [4] Group 2: SunCoke Energy - SunCoke Energy is trading at $8.18, with a 52-week range of $7.47 to $12.82 and a dividend yield of 5.86% [6] - The company has headwinds from weaker coal prices; however, its dividend payment is considered safe due to long-term contracts that guarantee cash flow [6][7] - The payout ratio is expected to be around 70% in 2025, which is sustainable for the business [6] - A recent acquisition of Phoenix Global is anticipated to positively impact revenue and profitability, diversifying SunCoke's business [7] - MarketBeat tracks one analyst rating this stock as a Buy, with a price target over 65% above current trading levels, supported by strong institutional ownership [8] Group 3: Tronox Holdings - Tronox Holdings is trading at $5.67, with a 52-week range of $4.35 to $17.45 and a dividend yield of 8.82% [10] - The company reported a net loss for the previous fiscal year, but analysts believe it is at a turning point due to shifts in demand for TiO2 pigments [10][12] - The consensus rating among eight analysts is Moderate Buy, indicating potential for a 50% upside, with recent upgrades from JPMorgan raising the price target to $7 [11] - Tronox's balance sheet is strong enough to sustain the dividend until business conditions improve, with expectations of positive earnings by the end of the fiscal year [12]

今天分享的是：iKala：2025年零售电商产业云端应用趋势报告 报告共计：24页 《iKala Cloud：2025年零售电商产业云端应用趋势报告》核心内容总结 科技的快速更新迭代，促使消费者行为与零售电商的运营模式发生深刻变革。"OMO（Online-Merge-Offline）"模式逐渐成为行业主流， 在此背景下，零售电商需借助沉浸式购物体验、个性化产品与服务、绿色永续消费以及生成式人工智能等趋势，来吸引消费者关注，增 强品牌忠诚度与顾客贡献度。《iKala Cloud 2025零售电商产业趋势报告》应运而生，深入剖析全球零售电商趋势与热门议题，并以 Google Cloud菁英合作伙伴的身份，分享云端解决方案与全球成功案例，为企业转型提供参考。 从全球零售电商市场来看，2024 - 2029年成长力道强劲。市场研究机构Statista预估，全球零售电商市场规模将从2024年的4.1兆美元增长 到2029年的6.5兆美元，年复合成长率达9.6%。这一增长为零售电商的创新转型提供了强大动力。研究机构Gartner指出，零售从业者为创 造营收、提升获利并优化顾客体验，将加大在人工智能/机器学习技术、低/无程 ...

Groundbreaking new platform orchestrates millions of actions across warehouse, transportation and people management to drive next frontier of productivity Built using leading AI technology from Google Cloud and Snowflake GREENWICH, Conn., June 26, 2025 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world’s largest pure-play contract logistics provider, today announced the launch of GXO IQ, the first AI-powered intelligent platform built for the logistics industry by logistics experts. GXO IQ will ...

整理 | GLP1减重宝典内容团队 致力于创新肽类药物研发的生物技术公司 Zealand Pharma A/S（纳斯达克股票代码：ZEAL）近日宣布，其GLP-1/GLP-2双重受体激动剂 dapiglutide 在I期b阶段多剂量递增（MAD）试验的第二部分中，28周治疗展现出积极的初步结果。此次试验主要评估 dapiglutide 的安全性、 耐受性及临床效果。 在不包含任何生活方式干预（如饮食或运动调整）的前提下，dapiglutide 治疗组参与者在28周后平均体重下降11.6%。试验参与者以男性为主 （约95%），中位体重91.9公斤，起始体重指数（BMI）为28.8 kg/m²。相比之下，安慰剂组平均体重下降仅为0.2%。 "我们对 dapiglutide 在体重管理方面的表现感到鼓舞，特别是在几乎全为男性、且基础体重指数偏低的受试人群中，其效果仍与现有最强效的 GLP-1类药物相当。"Zealand Pharma 首席医疗官 David Kendall 博士表示，"dapiglutide 拥有独特的双机制设计，结合GLP-2活性，或可同时 应对由慢性炎症驱动的肥胖相关共病。我们正在推进一系列差异 ...

发改委政策具持续性，2025-2026年猪价有望超预期 发改委要求大型集团猪企停止增加能繁母猪存栏、出栏体重控制在120kg、不鼓励销售二育猪。该行判 断，由于生猪价格正处于下行周期，且能繁母猪存栏量减少传导至商品猪需要10-12个月时间，发改委 在2026年上半年之前基本不会修正生猪政策。①大型集团猪企产能受限，全国能繁母猪存栏量有望步入 下行通道。2024Q4，牧原、温氏合计增加能繁母猪存栏25.6万头，全国仅新增16万头;2025Q1，温氏新 增能繁母猪存栏11万头，而全国下降39万头。随着大型集团猪企产能扩张受限，全国能繁母猪存栏量有 望步入下行通道，大型集团企业也将更多聚焦于种群优化、提升PSY等生产效率指标;②体重有望步入 下降通道;③预计二次育肥销售将减少。 随着政策的严格持续落实，该行预计生猪均重和二育体量均会逐步下行，猪价短期承压，随着生猪均重 回归正常，二育体量降至低位，生猪价格逐步企稳回升。由于大型集团企业扩张受控，行业能繁母猪存 栏量有望呈现下降趋势，2026生猪出栏量或同比下降，再考虑到生猪均重或低于2025年，2026年生猪价 格、盈利水平有望超过2025年。 上市猪企基本面持续改 ...

My name is Ben Preio. I'm leading the product and AI strategy at Pigment. Pigment is an enterprise planning and performance management platform that helps companies build strategic plans and adapt to changing market conditions.We usually replace Excel or complex legacy solutions to help companies with forecasting, budgeting, scenario planning and reporting on their business. We are building pigment AI which consists of conversational AI and autonomous agents that accelerates insight generation and scenario ...

Company announcement – No. 15 / 2025 Zealand Pharma announces positive topline results from 28-week Phase 1b trial with GLP-1/GLP-2 receptor dual agonist dapiglutide Body weight reductions of a mean of 11.6% after 28 weeks with dapiglutide escalated up to 26 mg, with 95% of trial participants being male, a median baseline BMI of 28.5 kg/m2, and no lifestyle modificationsTreatment with dapiglutide was assessed to be safe and well-tolerated with gastrointestinal adverse events consistent with the profile repo ...

Core Insights - Tronox Holdings plc has published its 2024 sustainability report, highlighting significant progress towards sustainability targets and reinforcing its commitment to responsible operations and investments in people and products [1][2]. Sustainability Achievements - The company reduced Scope 1 and 2 greenhouse gas (GHG) emissions intensity by 21% in 2024 compared to the 2019 baseline, primarily through increased use of renewable energy and process automation [4]. - Waste sent to external landfills decreased by 13% in 2024 from the 2019 baseline, achieved by producing less waste, recycling more materials, and exploring circular economy opportunities [4]. - Tronox achieved one of the lowest total recordable injury rates in decades, enhancing workplace safety for employees [4]. Community and Environmental Engagement - The company is engaging top-emitting suppliers to collaborate on reducing their GHG emissions as part of its Scope 3 emissions reduction strategy [4]. - Water management initiatives are being piloted at three locations to improve water consumption measurement and enhance stewardship [4]. - Tronox is leveraging rare earth concentrates from tailings to provide essential metals for the clean energy transition [4]. - The company is actively engaging with communities, executing key action items from its Reconciliation Action Plan in Australia, and has received approval for its next Social and Labor Plan in South Africa [4].