Workflow
公共卫生服务
icon
搜索文档
MillerKnoll(MLKN) - 2025 Q4 - Earnings Call Presentation
2025-06-26 15:18
Investor Presentation Fourth Quarter FY25 NASDAQ: MLKN Forward looking statements This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements relate to future events and anticipated results of operations, business strategies, the anticipated benefits of our acquisition of Knoll, the anticipated impact of the Knoll acquisition on the combined Company's business and futu ...
First market launch of the adrenaline nasal spray, EURneffy®, for treatment of adults and children in Germany
Globenewswire· 2025-06-26 15:17
ALK (ALKB:DC / OMX: ALK B) today announced the first market launch of EURneffy 2 mg (the trade name for neffy in the EU) in Germany. The launch of this first ever adrenaline nasal spray for timely emergency treatment of anaphylaxis represents a significant milestone for adults and children (≥30 kg) experiencing potentially life-threatening allergic reactions. ALK-Abelló A/S With an intuitive, needle-free design, EURneffy can help more people confidently use adrenaline when it matters most, supporting fast, ...
Daktronics(DAKT) - 2025 Q4 - Earnings Call Presentation
2025-06-26 15:12
Fiscal Fourth Quarter 2025 Results Call June 25, 2025 NASDAQ: DAKT CONTROL SYSTEMS DYNAMIC MESSAGE SIGNS SAFE HARBOR STATEMENT Forward-Looking Statements: In addition to statements of historical fact, this presentation contains forward-looking statements within the meaning of the federal securities laws and is intended to receive the protections of such laws. All statements, other than historical facts, included or incorporated in this presentation could be deemed forward-looking statements, particularly st ...
Wynn Resorts: Strong Buy On Macau And Vegas Growth
Seeking Alpha· 2025-06-26 15:12
Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
Century Casinos (CNTY) Earnings Call Presentation
2025-06-26 15:06
April 5, 2024 - Cape Girardeau, MO PRESENTATION INVESTOR Peter Hoetzinger, Co CEO & President Lyle Randolph, Vice President of Operations & General Manager FORWARD - LOOKING STATEMENTS This presentation may contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the Private Securities Litigation Reform Act of 1995. Century Casinos, Inc. (together with its subsidi ...
电力设备行业深度报告:固态电池设备关键环节,前中段引领突破
万联证券· 2025-06-26 15:05
报告行业投资评级 - 强于大市(维持)[5] 报告的核心观点 - 与传统液态锂电池相比,固态电池具备高安全性、高能量密度优势,是锂电池产业升级重要方向,在国家政策支持、企业布局加速推动下,正进入快速发展阶段,产业化转折点即将到来,未来市场空间广阔,固态电池设备作为锂电池产业链上游环节,在量产进程中有望率先受益[1] 根据相关目录分别进行总结 常规锂电设备:前段中段设备价值占比高,涂布、卷绕机为核心设备 - 锂电生产工艺分前段制片、中段装配、后段测试三个环节,前段包括制浆、涂布等工序,中段包括模切、卷绕或叠片等工序,后段包括电芯化成、分容、分选等工序[2][12] - 我国锂电设备前段、中段、后段设备市场占比分别为44.05%、35.71%、20.24%,前段设备市场占比最高,前段中涂布机价值占前段设备约75%,中段关键设备卷绕机价值占比达70%,后段化成和分容设备合计占比70%,封装设备占比30%[2][15] - 我国锂电设备国产化率达90%以上,关键设备国产化率达98%以上,前段锂电设备企业有先导智能等,中段有先导智能等,后段有先导智能等[15] 固态电池设备:与常规锂电设备区别集中在前段和中段 - 固态电池使用固体电解质替代电解液和隔膜,主流技术路线有聚合物、氧化物、硫化物固态电解质,各有优劣和研究方向,制备核心包括电解质制备、界面工程和环境控制[18][19] - 工艺流程上,固态电池与传统液态锂电池最大区别在电解质成膜工艺、干法电极工艺和组装方式,设备配置上最大区别在前段和中段[22][26] 前段设备:干法电极有望应用,辊压设备是关键 - 干法电极是新型电极制备技术,与湿法工艺比,具备低成本、高效率、环保和能量密度提升优势,与固态电池制造工艺高度契合,制备分干混、干涂、压延、分切四个步骤,压延是核心工序,对辊压设备要求更高[3][28] - 干法电极设备用干混设备替换制浆机,用干涂设备替换涂布机,辊压设备性能、精度要求升级[26] - 干法工艺技术实现围绕纤维化法、静电喷涂法两条路线展开,特斯拉主要采用纤维化法,日本丰田、美国AMB主要发展静电喷涂法[39] 中段设备:固态电池适用于叠片,等静压机作用显著 - 固态电池存在“固 - 固”界面问题,传统辊压方式难以满足加压需求,等静压技术有望引入解决致密度和界面问题,可用于前段固态电解质层制备、极片成型以及中段固态电池电芯堆叠[45][47] - 等静压机分冷等静压机、温等静压机和热等静压机三大类,海外企业如韩国Hana Technology、瑞典Quintus Technologies进展领先,国内利元亨、纳科诺尔研发加速[53][54] - 常规锂电池组装方式有卷绕和叠片,卷绕工艺高效率、低成本,叠片工艺能提升电池安全性和能量密度,叠片组装更适配固态电池,能兼容多种固态电解质并适配高压致密化工序[56][58] 后段设备 - 固态电池后段工艺与常规锂电池差异较小,主要是设备性能参数升级,化成机、分容机升级为高压化成机、高压分容机,注液机取消[8] 企业布局:设备厂商加速布局,干法电极环节竞争激烈 - 固态电池量产将近,设备环节有望率先受益,设备厂商布局加速,核心布局环节包括整线装备、干法电极设备等[61][62] - 先导智能、利元亨掌握固态电池整线装备制造工艺,纳科诺尔、曼恩斯特、科恒股份等积极布局干法电极设备环节[8][62] 主要设备公司 先导智能:锂电设备龙头,全固态电池整线技术突破 - 公司是全球领先的新能源智能制造解决方案服务商,锂电池设备业务是主要营收来源,2024年锂电池智能装备全球市场份额22.4%,中国市场份额34.1%,近年营收先增后降[65] - 公司实现全固态电池领域整线关键技术突破,2024年推出全固态整线解决方案,固态电池设备及干法电极设备获客户认可和重复订单[66] 纳科诺尔:专注于辊压设备研发生产,积极开拓固态电池设备市场 - 公司是国内锂电池辊压设备龙头企业,辊压设备营收占比高,与国内动力电池前十企业有合作[67] - 公司在干法电极领域掌握多项关键技术,开发了锂带压延等设备,正进行高压成型、等静压等设备研发,河北总部固态电池联合实验室项目加快建设[69] 投资建议 - 固态电池产业化进程加速,带动设备需求增长,前段干法电极工艺有望应用,推动设备性能升级,中段有望引入等静压机,叠片设备渗透率有望提升,建议关注核心环节产品技术领先、布局完善、具备先发优势的设备厂商[9][70]
欧洲股市开盘集体上涨
快讯· 2025-06-26 15:05
欧洲股市表现 - 德国DAX30指数上涨0.47% [1] - 法国CAC40指数上涨0.38% [1] - 英国富时100指数下跌0.13% [1] - 欧洲斯托克50指数上涨0.32% [1] - 西班牙IBEX35指数上涨0.21% [1] - 意大利富时MIB指数上涨0.39% [1]
上证指数收报3448.45点,跌0.22%。深证成指收报10343.48点,跌0.48%。创业板指收报2114.43点,跌0.66%。沪深300收报3946.02点,跌0.35%。科创50收报989.97点,跌0.57%。中证500收报5838.25点,跌0.41%。中证1000收报6247.79点,跌0.45%。
快讯· 2025-06-26 15:05
市场指数表现 - 上证指数收报3448 45点 跌0 22% [1] - 深证成指收报10343 48点 跌0 48% [1] - 创业板指收报2114 43点 跌0 66% [1] - 沪深300收报3946 02点 跌0 35% [1] - 科创50收报989 97点 跌0 57% [1] - 中证500收报5838 25点 跌0 41% [1] - 中证1000收报6247 79点 跌0 45% [1]
期货收评:商品大面积上涨,焦煤、多晶硅大涨超3%,工业硅、沪镍、20号胶、橡胶涨幅超2%
快讯· 2025-06-26 15:05
涨跌都能赚钱,马上0元开户抓住大行情机会>>> 市场情绪较好,商品大面积上涨,焦煤、多晶硅大涨超3%,工业硅、沪镍、20号胶、橡胶涨幅超2%。 农产品表现弱势,菜粕、豆粕大跌超2%。 | 名称 | 现价 | 涨幅(结)1 | | --- | --- | --- | | 焦煤2509 | 819.5 | +3.60% | | 多昌硅2508 | 31715 | +3.46% | | 工业硅2509 | 7720 | +2.66% | | 20号胶2508 | 12145 | +2.58% | | 治緯2507 | 120700 | +2.34% | | 橡胶2509 | 14040 | +2.11% | | 沪锡2507 | 267270 | +1.95% | | 焦炭2509 | 1395.5 | +1.86% | | 纯碱2509 | 1180 | +1.72% | | 際碱2509 | 2311 | +1.72% | | 沪银2508 | 8796 | +1.70% | | 氧化铝2509 | 2948 | +1.45% | | 原木2507 | 818.0 | +1.43% | | LPG2508 | ...