Continuation of the theme - This potential avenue was highlight by our China Chemicals analyst, Kaylee Xu, last week; China Refining & Chemicals: Anti-Involution: Pathways, Exposure, and Who Benefits/Suffers. Kaylee sees the prohibition of new capacity as the most effective way to address oversupply, as the new additions dwarf the ageing capacity. That said, this is a move in the right direction and we think it will be seen as a positive for sentiment. This is all supportive of our recent upgrade of BASF; S ...

业绩表现 - 预计2025年半年度归母净利润1400万元至1500万元，同比增加2027.62%至2179.59% [1][3] - 预计2025年半年度营业收入2.5亿元至2.6亿元，同比增加13.67%至18.21% [3] - 预计2025年半年度扣非归母净利润1300万元至1400万元，同比增加3034.24%至3275.33% [3] - 2024年营业收入5.84亿元，同比增长17.21%，归母净利润1.08亿元，同比增长71.49%，扣非归母净利润1.05亿元，同比增长84.06% [3] 业务发展 - 主营业务为工业设备智能运维整体解决方案，产品为工业设备状态监测与故障诊断系统 [3] - 主营业务收入主要来自电力、冶金、石化、煤炭和水泥行业，重点开拓有色、轨交、水务、火电和港口等行业 [3] - 受益于风电、石化等行业智能化转型升级，设备智能运维服务收入增长较大 [4] - 2025年第一季度销售毛利率65.61%，同比提升5.41个百分点 [2][5] 战略与研发 - 2024年9月发布"高质量发展2.0战略"，包括伙伴战略、服务战略和好产品全球化战略 [3] - 持续加强AI布局，完善硬件、软件、AI算法、诊断服务等研发一体化能力建设 [1][5] - 2024年研发费用1.07亿元，占营业收入18.36%，累计获得国际专利授权1项，国内专利授权144项，软件著作权139项 [6][7] - 实时接入数据中心远程监测的重要设备超18万台，积累超3万个设备故障案例数据和大量诊断标签 [5] - 专业大模型PHMGPT实现迭代升级，推动工业AI从"感知智能"到"认知智能" [5] 管理优化 - 加强组织能力建设，带动净利润大幅增长 [4] - 针对研发中心、供应链中心和销服中心等进行调整，强化扁平化管理 [4]

SUGAR LAND, Texas, July 24, 2025 (GLOBE NEWSWIRE) -- Team, Inc. (NYSE: TISI) (“TEAM” or the “Company”), a global, leading provider of specialty industrial services offering clients access to a full suite of conventional, specialized, and proprietary mechanical, heat-treating, and inspection services, today announced the promotion of Daniel Dolson to Executive Vice President, Chief Strategy and Transformation Officer to lead the Company’s transformation efforts to achieve certain financial and operational ta ...

Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analyst’s Disclosure:I/we have no stock, opti ...

For the quarter ended June 2025, Honeywell International Inc. (HON) reported revenue of $10.35 billion, up 8.1% over the same period last year. EPS came in at $2.75, compared to $2.49 in the year-ago quarter.The reported revenue represents a surprise of +3.33% over the Zacks Consensus Estimate of $10.02 billion. With the consensus EPS estimate being $2.64, the EPS surprise was +4.17%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to ...

First half 2025: stable revenues and limited decline in EBITDA in a context of increased volatility in Q2 Revenues: 261.3 million euros (stable)*EBITDA before non-recurring items: 40.4 million euros (-4%)*Annual objectives are no more relevant, in the absence of visibility (*) At actual exchange rates April 1 – June 30January 1 – June 30 20252024Variation 2025/2024 20252024Variation 2025/2024(in millions of euros) Actual exchange rates<td style="width:55.6px;;text-align: center ; vertical-align: middle; ...

Second Quarter and First Half 2025 financial report available Paris, July 24, 2025 – Lectra informs its shareholders, in compliance with Article 221-4-IV of the General Regulation of the Autorité des marchés financiers, that the Management Discussion and Analysis of Financial Condition and Results of Operations for the Second Quarter and First Half of 2025 is available on the company's website: www.lectra.com It is also available, upon request, at the company's headquarters 16-18 rue Chalgrin, 75016 Paris ...

EastGroup Properties (EGP) Q2 2025 Earnings Call July 24, 2025 11:00 AM ET Company ParticipantsMarshall Loeb - President, Chief Executive OfficerStaci Tyler - EVP, Chief Accounting Officer & Chief Administrative OfficerBrent Wood - EVP & CFOSamir Khanal - Director - US REITsRonald Kamdem - MD & Head - US REITs and CRE ResearchMichael Carroll - Managing DirectorVikram Malhotra - Managing DirectorMichael Griffin - DirectorVince Tibone - Managing Director and Head of US Industrial & Mall ResearchBrendan Lynch ...

EastGroup Properties (EGP) Q2 2025 Earnings Call July 24, 2025 11:00 AM ET Speaker0Good morning, ladies and gentlemen, and welcome to the EastGroup Properties Second Quarter twenty twenty five Earnings Conference Call and Webcast Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Thursday, July. I will now hand over the call to Marshall Loeb, President and CEO, to begin the conference.Ple ...

股息支付 - 公司宣布2025年8月月度股息为每股0 01333加元 将于2025年8月19日支付给截至2025年8月11日收盘时的股东 [1] - 此次股息是公司第65次股息支付 也是第55次月度股息支付 [1] - 股息符合加拿大所得税法规定的"合格股息"资格 [2] 公司业务 - 公司是一家工业矿石加工企业 专注于从手工采矿者处获取黄金并进行加工 [3] - 自1996年成立以来 公司建立了负责任的矿物供应链 为快速增长的手工采矿行业提供严格的溯源和审计标准 [3] - 公司专注于与完全正规化和部分正规化的矿工合作 为全球政府和矿工提供双赢方案 [3] 运营与扩张 - 公司在秘鲁运营Veta Dorada加工厂 并拥有一处黄金勘探资产 [3] - 公司计划向非洲西部和拉丁美洲其他地区扩张 [3] 社会责任 - 奢侈珠宝商为公司的PX Impact®黄金支付的溢价将捐给Fidamar基金会 [4] - 该基金会主要投资于秘鲁手工采矿社区的健康和教育项目 [4]