点击注册小程序 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 2024年1-12月，3家重点跟踪房企经营性业务收入合计867亿元，同比+11% 3家重点跟踪房企经营性业务收入合计867.0亿元，同比+10.9%，其中，华润置地实现经营性收入480.4亿 元，同比+12.4%；龙湖集团实现经营性收入267.1亿元，同比+7.4%；新城控股实现经营性收入119.5亿 元，同比+13.0%。 风险分析： 房地产行业宽松政策推进不及预期风险，房地产市场需求不及预期风险，房地产企业项目竣工 不及预期风险，房地产企业多元化业务经营不佳风险等。 2024年1-12月，13家重点跟踪房企的全口径销售金额总和累计同比-24.9% 1、 全口径销售金额总和为20399亿元，累计同比-24.9%；其中前三为保利发展（323 ...

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 今 日 聚 焦 【房地产】2024年重点跟踪房企销售额同比-25%，整体拿地销售比20%——重点跟踪房企月度经营情 况综述（2024年12月） 【 石化化工交运 】美国加征关税落地，坚定看好自主可控和能源安全主线——石化化工交运行业日报13 期（20250204） 25年 2月1日，美国政府宣布以芬太尼等问题为由对所有中国输美商品加征10%关税。为维护国家安全和利 益、履行防扩散等国际义务 ， 25年 2月4日，国务院关税税则委员会公告称，自 25年 2月10日起，对原产 于美国的部分进口商品加征关税，对煤炭、液化天然气加征15%关税；对原油、农业机械、大排量汽车、 皮卡加征10%关税。 （赵乃迪/胡星月） 2 025- 02-05 您 ...

U.S. President Donald Trump has imposed sweeping tariffs on Canada, Mexico and China, triggering volatility in the commodity and energy markets. The move includes a 25% tariff on Canadian and Mexican exports and a 10% levy on Chinese imports, aimed at addressing illegal immigration and drug trade concerns. In response, the affected nations have vowed to retaliate, while China has signaled plans to challenge the measures at the World Trade Organization.Impact on Oil and Gas MarketsGoldman Sachs predicted tha ...

False news stories are 70% more likely to be shared than true stories across digital platforms, and experts predict disinformation will become the top challenge for public and private sectors worldwide in 2025.Cyabra’s Insights feature equips organizations to quickly and confidently detect and comprehend digital threats. New York, NY, Feb. 05, 2025 (GLOBE NEWSWIRE) -- Cyabra Ltd. (“Cyabra”), a leading AI platform for real-time disinformation detection, introduces Insights, a powerful new AI-feature designed ...

Shares of Roku (ROKU 1.34%) stock climbed 11% in January according to data provided by S&P Global Market Intelligence. There was no big news during the month, but investors are feeling more confident about the economy since President Donald Trump took office, and Netflix's excellent quarter might have the market feeling good about Roku, too.What's wrong with Roku stock?There doesn't seem to be anything wrong with Roku, except that it's still fighting its way toward profits. Whenever a company gets big and s ...

Ares Capital (ARCC) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.17%. A quarter ago, it was expected that this private equity firm would post earnings of $0.59 per share when it actually produced earnings of $0.58, delivering a surprise of -1.69%.Over the last four quarters, the ...

Bunge Global (BG) came out with quarterly earnings of $2.13 per share, missing the Zacks Consensus Estimate of $2.30 per share. This compares to earnings of $3.70 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -7.39%. A quarter ago, it was expected that this agribusiness and food company would post earnings of $2.18 per share when it actually produced earnings of $2.29, delivering a surprise of 5.05%.Over the last four quarte ...

DeepSeek sent shockwaves through the AI investing world when it announced that it trained its R1 generative AI model for less than $6 million. Even more impressive is that some of its capabilities are on par with other leading generative AI models like ChatGPT and Claude. This caused many AI-related investments to fall last week. While some have recovered, Nvidia (NVDA 1.71%) has not.Nvidia's stock is around 20% off its all-time high, thanks to the DeepSeek scare, but I don't think investors should panic se ...

GRAND CAYMAN, Cayman Islands, Feb. 05, 2025 (GLOBE NEWSWIRE) -- Oxbridge Re Holdings Limited (Nasdaq: OXBR) ("Oxbridge Re"), together with its subsidiary SurancePlus, is engaged in the tokenization of Real-World Assets ("RWAs"), initially with tokenized reinsurance securities, and in providing reinsurance solutions to property and casualty insurers in the Gulf Coast region of the United States, today announced it has selected Coinbase Prime to facilitate the purchase and secure custody of Bitcoin and Ethere ...

PHOENIX, Feb. 05, 2025 (GLOBE NEWSWIRE) -- A Race Against Blindness, a nonprofit organization dedicated to funding sight-saving therapies for children, is thrilled to announce a $2.0 million grant was awarded in December 2024 to Axovia Therapeutics to support a planned clinical trial for the company’s product candidate, AXV101, aimed at combating childhood blindness due to retinitis pigmentosa (RP) caused by Bardet-Biedl Syndrome 1 (BBS1). With this grant, the charity contributed $3.0 million in total fundi ...