白银价格走势 - 上海1号银锭价格达8800元/千克，较年初上涨15 9% [1] - 沪银主力合约收盘价8792元/千克，年内涨幅14 5%，6月18日创9075元/千克历史新高 [1] - COMEX白银盘中价涨至37 405美元/盎司，为2012年以来最高 [1] 价格上涨驱动因素 - 黄金高价背景下白银补涨吸引力增强，资金流入估值洼地 [2] - 白银金融属性与工业属性共振，价格弹性大于黄金 [2] - 美联储降息预期及美元信用担忧强化金融属性支撑 [3] - 地缘政治因素促使黄金白银从伦敦向纽约转移，推升库存与价格波动 [3] 工业需求动态 - 光伏行业年用银量约6000吨，但新政策导致电价市场化或抑制装机增速 [2][3] - 新能源项目"新老划段"政策增加收益不确定性，光伏银浆备货需求可能减弱 [2] 矿企经营状况 - 盛达资源银锭产量25 32金属吨，银精粉413 15金属吨，控股7家矿业子公司 [4] - 公司查明银储量1 2万吨，金储量34吨，年采选能力近200万吨 [4] - 营收增长直接受益于金属价格上涨，采用随行就市销售策略 [4] 回收企业分化 - 浩通科技以贵金属回收为主营，银价上涨对其有正向影响 [5] - "买断制"回收企业垫资成本因银价飙升而增加，现金流承压 [5] - "代加工制"企业仅收取加工费，不受价格波动直接影响 [5]

全球半导体行业持续复苏，高端手机图像传感器（CIS）和车载摄像头的需求继续增长……6月27日， 豪威集团举行2024年度暨2025年第一季度业绩暨现金分红说明会，豪威集团高管团队亮相，研判行业趋 势，诠释公司价值，就投资者关心的热点话题进行了互动问答。 三十而立奔赴"芯"征程 今年是豪威集团成立三十周年，不久前公司证券简称正式由"韦尔股份"变更为"豪威集团"。登陆A股市 场8年时间，豪威集团也开始布局证券化新征程。6月27日，公司宣布已向香港联交所递交发行境外上市 股份（H股）并在香港联交所主板挂牌上市的申请，有望开启"A+H"股的双资本平台运作模式。 "从'韦尔'到'豪威'，变的是名称，不变的是对技术的敬畏之心与对创新的极致追求。"豪威集团总经理 王崧表示，站在豪威集团成立30周年的新起点，公司将继续以"赋能科技，感知无限"为使命，持续完善 全球化战略布局，充分发挥各业务体系之间的协同效应，携手客户为全球消费者创造更大的价值，持续 提升业务规模、市场竞争力，促进经营业绩稳健增长，为广大投资者创造长期价值回报。 智能手机和汽车市场齐头并进 "2024年，在全球半导体行业稳步复苏之际，我们凭借产品结构优化及供应 ...

There seem to be several reasons why the stock is struggling on the NYSE. Some of them include the Fed's delay in cutting interest rates, weak financialMr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities) ...

Cineverse Corp. (NASDAQ:CNVS) Q4 2025 Earnings Conference Call Transcript June 27, 2025 9:00 AM ET Company Participants Christopher J. McGurk - Chairman & CEO Erick Opeka - President & Chief Strategy Officer Gary S. Loffredo - Chief Legal Officer, Secretary & Senior Advisor Mark Antonio Huidor - COO & CTO Mark Wayne Lindsey - Chief Financial Officer Conference Call Participants Brian David Kinstlinger - Alliance Global Partners, Research Division Daniel Louis Kurnos - The Benchmark Company, LLC, Research Di ...

NEW YORK, June 27, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Altimmune, Inc. ("Altimmune" or the "Company") (NASDAQ: ALT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Altimmune and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action]On June 26, 2025, Altimm ...

NEW YORK, June 27, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Tesla, Inc. ("Tesla" or the "Company") (NASDAQ: TSLA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Tesla and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action]On June 22, 2025, Tesla debuted its ...

NEW YORK, June 27, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Hims & Hers Health, Inc. ("Hims & Hers" or the "Company") (NYSE: HIMS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.The class action concerns whether Hims & Hers and certain of i ...

NEW YORK, June 27, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Edgewise Therapeutics, Inc. ("Edgewise" or the "Company") (NASDAQ: EWTX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Edgewise and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action]June 26, 2025 ...

NEW YORK, June 27, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Tempus AI, Inc. ("Tempus" or the "Company")(NASDAQ: TEM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.The class action concerns whether Tempus and certain of its officers and/or ...

公司股价表现 - 6月25日股价飙升约30% 创下自2024年7月以来最大单日涨幅 [1] - 当前股价6.53美元 较52周区间3.40-9.52美元处于中低位 [1] - 市场共识目标价5.19美元 较6月25日收盘价有10%下行空间 [13] 技术突破 - 新推出的Cobra隔膜工艺将陶瓷隔膜热处理时间缩短至原Raptor工艺的1/25 [3] - Cobra工艺占地面积显著减少 可能降低间接成本增速 [4] - 该技术同时提升产能并降低单位能耗成本 对商业化至关重要 [5] 产品优势 - 电池通过1,000次充电循环后仍保持95%容量 相当于28.4万英里续航 [10] - 按美国年均1.35万英里行驶里程计算 电池可使用21年仍保持95%容量 [11] - 理论寿命超过80年才衰减至80%容量 远超当前最佳电池20年寿命 [11] 行业痛点解决 - EY研究显示高电池更换成本(6,500-20,000美元)是阻碍消费者购买EV主因 [7] - 2024年消费者EV购买意愿从2023年48%降至34% 反映市场焦虑 [8] - 公司技术直接解决电池寿命痛点 可能显著提升EV普及率 [12] 市场定位 - 当前市值约32亿美元 但尚无营收 属于高度投机性标的 [5] - 大众子公司PowerCo的耐久性测试验证推动股价单日暴涨43% [9] - 分析师短期看空(最低目标价2.5美元)但认可长期技术潜力 [14]