【今日焦点】 南山铝业国际(02610.HK)盈喜：预期中期净利润约2.25亿美元至2.65亿美元 南山铝业国际(02610.HK)公告，集团预期截至2025年6月30日止6个月录得约2.25亿美元至2.65亿美元的 净利润，而截至2024年6月30日止6个月所录得的净利润约为1.59亿美元。 集团期内净利润增长主要归因于毛利率的提升，此乃得益于期内氧化铝售价提高及单位生产成本相对稳 定。根据目前可得资料及本集团最新未经审核综合管理账目，2025年上半年公司产品的平均售价约为每 吨530美元，高于2024年上半年的约每吨387美元，但低于2024年下半年的约每吨561美元。 【重大事项】 安徽皖通高速公路(00995.HK)拟与S98联合体成立S98合资公司以实施有关S98全椒至禄口高速公路安徽 段的项目 复锐医疗科技(01696.HK)附属向北美市场推出Universe 【财报业绩】 盈喜预告 | TCL电子(01070.HK)预期2025年上半年经调整归母净利润同比增幅约为45%至65% 人瑞人才(06919.HK)盈喜：预期中期权益持有人应占溢利同比增长66.7%至94.1% 海港企业(00051.HK ...

Financial Performance - Realkredit Danmark reported a net profit of DKK 2,455 million for the first half of 2025, an increase from DKK 2,129 million in the same period of 2024, primarily driven by a net reversal of loan impairment charges and lower expenses [5][6][9] - Total expenses decreased to DKK 425 million in H1 2025 from DKK 511 million in H1 2024, attributed to the discontinuation of payments to the fully funded Resolution Fund and reductions in operating expenses [6][9] Loan and Credit Quality - The underlying credit quality remained strong, with loan impairment charges reflecting a net reversal of DKK 129 million in H1 2025, compared to a charge of DKK 227 million in H1 2024 [9] - The average loan-to-value ratio decreased to 50% at the end of June 2025 from 53% at the end of 2024, supported by stable market values and increasing house prices [9] Market Outlook and Initiatives - The outlook for the housing market in Denmark is positive, bolstered by strong macroeconomic indicators and lower inflation, with a notable increase in commercial lending activity [5][6] - Realkredit Danmark and Danske Bank launched initiatives in home finance, including the Danske BoligStart concept aimed at young home finance customers, and removed additional margins on new loans with interest-only periods for lower loan-to-value ratios [2][3] - The company is enhancing digital solutions, including a new housing universe in Danske Mobile Banking, to provide customers with better access to home finance information and services [4][9] Green Financing - There has been a consistent increase in demand for green financing, with total lending across green loan types reaching DKK 30 billion by the end of H1 2025 [9] - The company expanded the purposes for loans for energy improvements, allowing personal customers to borrow at favorable rates for installing battery solutions for surplus electricity [9]

Since launch, MapleStory Universe has sustained over 35,967 daily active wallets.Check out the Legacy IP's breakout moment 👇Gengar 👻 🍄 (@0xGunkan):Safe to say… @MaplestoryU's MapleStory N launched with a bang. The Pre-launch hype was real.• Over 1.0 million active wallets a day before launch• 1.7 million mints on MapleStory’s OpenSea campaignCheck out the full report here: https://t.co/drjwZqiAQL https://t.co/FwsPTyUEIr ...

Summary of SES AI Fireside Chat - July 15, 2025 Company Overview - SES AI (SES) was established in 2012, focusing on developing high energy density lithium metal batteries and has expanded to other chemistries including silicon lithium ion, LFP, and sodium batteries [4][6] Core Business Model - SES is transitioning to a multistrategy business model that integrates battery production with an innovative AI-driven software platform called Molecular Universe [5][6] - The Molecular Universe platform has gained popularity since its launch, demonstrating successful applications in various battery chemistries [4][6] Revenue and Financial Outlook - SES anticipates becoming the first battery company in the US to break even sooner than expected, driven by revenues from materials, drones, batteries, energy storage, and subscriptions to Molecular Universe [7][36] - The company is on track to meet its revenue guidance for 2025, with plans to expand manufacturing capacities and marketing channels [39] Molecular Universe Platform - The platform allows SES to generate its own data by systematically testing and synthesizing different materials and battery configurations, which is crucial for training their AI models [11][12] - The latest version, Molecular Universe 0.5, introduces a feature called Deep Space, which enhances problem-solving capabilities by asking clarifying questions before providing solutions [18][20] - This innovation aims to significantly reduce R&D time from years to approximately 20-30 minutes for practical solutions, appealing to battery companies looking to cut R&D costs [19][23] Market Interest and Adoption - There is growing interest from enterprise customers, particularly battery and electric companies, in the Molecular Universe platform, with many major battery companies trialing the enterprise version [15][31] - The pricing model includes multiple tiers, with a free entry-level option for academic users and paid tiers for enterprise customers [28][30] Competitive Positioning - Molecular Universe serves as a core connection between various market segments, including batteries for drones, electric vehicles (EVs), and energy storage systems (ESS), allowing SES to supply major battery producers without direct competition [35][36] - The platform's ability to provide practical solutions is expected to enhance SES's market position and revenue growth [36][26] Future Outlook - SES plans to announce further developments in manufacturing capacities and marketing strategies to support growth in its various market segments [39]

RT GG (@ggDecrypt)This Week in Crypto Games: Planetside Dev's 'Reaper Actual', What's Next for 'MapleStory Universe'► https://t.co/ghI1ziw9Ja https://t.co/ghI1ziw9Ja ...

Game Development & Future Plans - 'MapleStory Universe' 将提供更多游戏方式 [1]

Core Insights - RBC iShares has launched two new iShares ETFs, expanding its Core ETF lineup to provide investors with more options for diversified investment [1][6] - The iShares Core S&P Total U.S. Stock Market Index ETF (XTOT) offers broad exposure to the entire U.S. equity market, including large-, mid-, small-, and micro-cap companies [2][3] - The iShares Core Canadian Short-Mid Term Universe Bond Index ETF (XSMB) provides access to a diversified range of Canadian bonds with maturities between 1 and 10 years [4][5] Fund Details - XTOT has an annual management fee of 0.07%, while XSMB has a management fee of 0.15% [7] - Both ETFs are expected to begin trading on the Toronto Stock Exchange (TSX) [6] - The launch aims to help Canadian investors build efficient portfolios and achieve their investment objectives [7] Company Background - BlackRock Canada manages the iShares Funds, which are part of a larger suite of over 1,500 ETFs with approximately US$4.3 trillion in assets under management as of March 31, 2025 [10] - RBC Global Asset Management, a division of Royal Bank of Canada, provides investment management services and solutions across various investment vehicles [13]

Group 1 - Comcast Corporation (CMCSA) is rated as a 'strong buy' due to its significant potential linked to the opening of its new theme park, Epic Universe [1] - The investment service Crude Value Insights focuses on cash flow and companies in the oil and natural gas sector, highlighting value and growth prospects [1] Group 2 - Subscribers to Crude Value Insights gain access to a 50+ stock model account and in-depth cash flow analyses of exploration and production firms [2] - The service includes live chat discussions about the oil and gas sector [2]

Disney World is facing a formidable new challenger, but execs aren't breaking a sweat — yet. Universal's eagerly anticipated new theme park, Epic Universe, opens to the public on Thursday in Orlando. It features attractions from tentpole franchises like Harry Potter and Super Mario, plus a Dark Universe section focused on villains and rides from the "How to Train Your Dragon" movie."Everything is so magnificent," said Francis Dominic, a theme-park-focused influencer who toured Epic Universe before its gran ...

Group 1 - Comcast is participating in the MoffettNathanson Media, Internet, and Communications Conference, highlighting its ongoing engagement with the investment community [1][3] - The company is set to open Epic Universe, a significant new theme park, which is the largest to be launched in the U.S. in the last 30 years, indicating a major expansion in its theme park segment [2][5] - The recent analyst event at the park was well-received, showcasing the company's commitment to delivering high-quality experiences and capitalizing on new attractions [5][6] Group 2 - The discussion will also cover other business segments such as broadband and wireless, indicating a comprehensive approach to addressing various aspects of the company's operations [5]