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蒙牛乳业(02319.HK):周期底部回升盈利修复
格隆汇· 2025-06-27 02:17
奶源+渠道+产品三要素构筑坚实护城河。奶源端,公司通过战略投资现代牧业、中国圣牧等大型牧业 集团、与原生态牧业、上陵牧业等建立长期合作关系,实现对上游优质奶源的掌控;渠道端,公司根据 市场环境变化持续调整渠道体系,不断推进渠道扁平化改革、实现渠道下沉,终端网点掌控力持续提 升,组建全国化的渠道网络;品牌/产品端,公司通过持续的产品创新满足多元化、高端化和健康化的 消费需求,形成覆盖乳业全品类的多元化的产品矩阵,并通过体育、娱乐营销等方式构筑高端、国际化 的品牌形象,以创新与情感链接筑牢品牌护城河,稳居全球乳业价值十强。 2024 年经营压力出清,2025 年否极泰来,盈利能力有望修复。2024 年由于需求环境疲软,公司主动进 行渠道库存的优化,当前公司的库存水平、渠道库存预计均回落到正常区间,轻装上阵有望实现恢复性 增长。另一方面,公司根据环境变化,计提商誉减值11.5 亿,其他无形资产减值(主要为贝拉米商标减 值)34.9 亿。展望2025 年,随着库存压力缓解,以及减值风险出清,预计盈利能力有望触底回升。 行业环境:上游产能持续出清,奶价有望企稳,有利于盈利改善。当前上游奶源去化已初显成效,体现 为社会散 ...
欧盟考虑对进口自美国的商品降低关税
快讯· 2025-06-27 02:16
金十数据6月27日讯,据华尔街日报报道,知情人士透露, 欧盟正考虑降低一系列美国进口商品的关 税,以期与特朗普总统快速达成贸易协议。欧盟领导人定于当地时间周四晚间在布鲁塞尔召开会议,讨 论愿为赢得特朗普支持而做出多大让步。其他正在考虑的优惠措施包括降低非关税壁垒、增加购买美国 液化天然气等产品。知情谈判的消息人士称,如今许多欧洲官员和外交官已接受特朗普政府无意取消 10%基准关税的现实,转而专注于争取尽可能多的豁免,以减轻这些及其他关税的经济影响。德国和意 大利正牵头推动欧盟与美国快速达成初步协议。知情人士称,此类协议可能仅需几页纸,细节可在后续 谈判中更新。 欧盟考虑对进口自美国的商品降低关税 ...
UAL to Elevate Customer Experience With Modified Mobile App
ZACKS· 2025-06-27 02:15
Key Takeaways UAL's new app section offers real-time gate directions, updates, and layover tips for connecting flyers. It expands UAL's AI-powered ConnectionSaver, which has saved over 3.3M connections since launching in 2019. In the beta test, 350K users saw a 98% connection success rate; over 20M users have connections this summer.United Airlines Holdings, Inc. (UAL) seems to be gearing up to strengthen its position in the airline industry by renovating its products. To this end, UAL announced the offic ...
Generator stock Generac heads for best week since November amid heat wave, looming storm threats
CNBC· 2025-06-27 02:09
With hurricane season underway and an oppressive heat wave rolling across parts of the nation, investors have been snapping up shares of Generac.The backup-generator maker is on track for its sixth straight day of gains and best week since November 2024. It is up nearly 12% this week.High temperatures blanketed areas through the central and eastern United States starting last weekend, resulting in reported power outages in states such as New York, New Jersey and Illinois. Extreme heat warnings and advisorie ...
DXC Opens Farnborough Office, Launches Aerospace and Defense Hub in the UK
Prnewswire· 2025-06-27 02:06
文章核心观点 DXC Technology宣布位于英国法恩伯勒的办公室正式开业并设立航空航天与国防中心 这是公司更广泛增长战略的一部分 有助于加强其在全球的人才 创新和客户服务能力 [1][2][3] 公司动态 - 公司宣布位于法恩伯勒的办公室正式开业 设立航空航天与国防中心 [1] - 公司近期在多伦多开设首个办公室 并在纽约 迈阿密和伦敦扩展办公室 [4] 新办公室情况 - 新办公室是专门建造 技术赋能的环境 促进员工及新老客户间的联系 协作和创新 [2] - 该办公室将奥尔德肖特和胡克的团队整合到一处 预计为当地劳动力创造机会 [2] 各方评价 - 拉什莫尔市长欢迎DXC加入社区 赞赏其对当地人才的投资和为下一代专业人士创造机会 [3] - DXC美洲和英国及爱尔兰地区总裁表示 法恩伯勒办公室开业是公司在英国的新篇章 新的航空航天与国防中心凸显公司对该领域的承诺 [3] 公司背景 - DXC Technology是《财富》全球500强企业 帮助全球公司运行关键系统和业务 提供IT现代化等服务 [1][5] - 50多年来 公司的关键任务解决方案使全球数十个部委 国防机构和武装部队组织顺利且经济高效地运行 [3]
INVESTOR ALERT: Holzer & Holzer, LLC Reminds Investors of July 1, 2025 Lead Plaintiff Deadline in the Civitas Resources, Inc. (CIVI) Securities Class Action – Investors With Significant Losses Encouraged to Contact the Firm
GlobeNewswire News Room· 2025-06-27 02:05
ATLANTA, June 26, 2025 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against Civitas Resources, Inc. (“Civitas” or the “Company”) (NYSE: CIVI). The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse information regarding Civitas’s business, operations, and prospects, including allegations that: (i) Civitas was highly likely to significantly reduce its oil production in 2025 as a result of, among other things, ...
NVIDIA's Stock Price Hits New Highs: This Is What's Next
MarketBeat· 2025-06-27 02:04
NVIDIA TodayNVDANVIDIA$156.34 +2.04 (+1.32%) 52-Week Range$86.62▼$156.72Dividend Yield0.03%P/E Ratio50.47Price Target$175.78Add to WatchlistNVIDIA’s NASDAQ: NVDA stock price moved up to set a new all-time high in late June, and what comes next will be another significant updraft in share prices. Regardless of the cause, whether it is FOMO, results, analyst trends, institutional activity, short-covering, or a combination of these factors, this stock is moving higher, and the technical outlook remains robust ...
美联储柯林斯:7月降息可能为时过早
快讯· 2025-06-27 02:03
金十数据6月27日讯,美国波士顿联储主席柯林斯表示,7月降息可能为时过早,基线前景是今年晚些时 候恢复降息,美联储有时间仔细评估传入的信息。 美联储柯林斯:7月降息可能为时过早 ...
Mohawk Industries, Inc. Invites You to Join its Second Quarter Earnings Conference Call
Globenewswire· 2025-06-27 02:03
CALHOUN, Ga., June 26, 2025 (GLOBE NEWSWIRE) -- In conjunction with Mohawk Industries’ (NYSE: MHK) Second Quarter 2025 earnings release on Thursday, July 24, 2025, you are invited to listen to the conference call that will be broadcast live on Friday, July 25, 2025, at 11:00 am ET. What:Mohawk Industries’ Second Quarter Earnings Call When:July 25, 2025 11:00 am ET Where:www.mohawkind.com Select “Investors” tab ...
Century Communities Sets June Grand Opening for New Homes in Southwest Las Vegas
Prnewswire· 2025-06-27 02:03
Top national builder bringing modern one– and two–story homes to desirable location near Blue Diamond RoadLAS VEGAS, June 26, 2025 /PRNewswire/ -- Century Communities, Inc. (NYSE: CCS)—a top national homebuilder, industry leader in online home sales, and featured on America's Most Trustworthy Companies and World's Most Trustworthy Companies by Newsweek—announced that Ironwood, the Company's anticipated new community in Southwest Las Vegas, will officially debut with a Grand Opening celebration on Saturday, ...