天眼查App显示，近日，合肥甄觉科技有限公司成立，法定代表人为刘祺，注册资本300万人民币，经 营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；电机制造；电 子元器件制造；智能基础制造装备制造；电机及其控制系统研发；电子元器件批发；电力电子元器件销 售；智能基础制造装备销售；货物进出口；技术进出口（除许可业务外，可自主依法经营法律法规非禁 止或限制的项目）。 ...

Core Viewpoint - Centrus Energy is positioned as a unique player in the nuclear energy sector, holding the only U.S. license to produce high-assay low-enriched uranium (HALEU), which is essential for next-generation nuclear reactors. The stock has seen significant growth but has recently experienced a decline, raising questions about its current investment appeal [1][2]. Company Overview - Centrus Energy is the only U.S.-owned enricher licensed to produce HALEU, a critical fuel for advanced nuclear reactors [2][4]. - The company has a contract with the U.S. Department of Energy, highlighting the importance of domestic HALEU production [6]. Financial Performance - In Q2, revenue from the technical solutions segment increased by nearly 50%, from $19.4 million to $28.8 million, largely due to the successful delivery of 900 kilograms of HALEU fuel [8]. - Revenue from the low-enriched uranium (LEU) segment decreased by approximately 26%, from $169.9 million to $125.7 million, but gross profit in this segment rose by 54% due to higher pricing and a better mix of contracts [9]. - As of June, Centrus had around $833 million in cash and approximately $483.2 million in near-term debt, indicating a strong balance sheet with positive cash flow [9]. Market Potential - The U.S. government is actively promoting a domestic nuclear fuel supply chain, with the Department of Energy expressing strong support for nuclear energy [10][11]. - The small modular reactor (SMR) market is projected to grow from $159.4 million in 2024 to $5.17 billion by 2035, which could significantly benefit Centrus as most SMRs are designed to operate on HALEU [13]. - Currently, there are no operational SMRs in the U.S., and HALEU is primarily used for testing advanced reactors, indicating that while the potential is significant, the technology is still in its early stages [14]. Investment Consideration - Centrus Energy's unique position as the sole U.S. supplier of HALEU, combined with anticipated demand for its products and services, makes it an attractive speculative investment for those with a high-risk tolerance [15].

Core Insights - RPC Inc. reported second-quarter 2025 adjusted earnings of 8 cents per share, missing the Zacks Consensus Estimate of 9 cents, and down from 15 cents in the previous year [1][8] - Total quarterly revenues increased to $420.8 million from $364.2 million year-over-year, surpassing the Zacks Consensus Estimate of $407 million [1][8] - The decline in earnings was primarily attributed to pressure-pumping weakness, although this was partially offset by the Pintail acquisition [1][8] Segmental Performance - Operating profit in the Technical Services segment was $21 million, down from $30.2 million in the year-ago quarter [2] - Operating profit in the Support Services segment rose to $4.6 million, slightly up from $4.4 million year-over-year [2] - Total operating profit for the quarter was $15.5 million, a decrease from $35.5 million in the previous year, with the average domestic rig count at 571, down 5.3% year-over-year [2] Commodity Prices - The average oil price was $64.74 per barrel, reflecting a 20.8% decrease year-over-year [3] - The average price of natural gas was $3.20 per thousand cubic feet, which is a 54.6% increase compared to the same period in 2024 [3] Costs & Expenses - Cost of revenues increased to $317.7 million from $262.3 million in the prior-year period [4] - Selling, general and administrative expenses rose to $40.8 million, compared to $37.4 million in the year-ago quarter [4] Financials - RPC's total capital expenditure was $75.3 million [5] - As of June 30, the company had cash and cash equivalents of $162.1 million and maintained a debt-free balance sheet [5]