ISS and Glass Lewis recommend that common shareholders of FLINT Corp. vote in favour of the special resolution to approve a recapitalization transaction designed to position the Company for future growth at the upcoming September 23, 2025 special shareholder meeting.ISS determined that the strategic rationale, credible process and valuation, and elevated non-approval risk warranted a favourable recommendation.Glass Lewis believes that the proposed transaction warrants shareholder support based on the factor ...

ISS and Glass Lewis recommend that common shareholders of FLINT Corp. vote in favour of the special resolution to approve a recapitalization transaction designed to position the Company for future growth at the upcoming September 23, 2025 special shareholder meeting.ISS determined that the strategic rationale, credible process and valuation, and elevated non-approval risk warranted a favourable recommendation.Glass Lewis believes that the proposed transaction warrants shareholder support based on the factor ...

Until recently, there was little evidence of commercial interest in such transactions. However, last month, Reuters reported that China's Hainan Longpan Oilfield Technology Co. was seeking to trade steel and aluminium alloys in exchange for marine engines."Foreign trade barter transactions allow the exchange of goods and services with foreign companies without the need for international transactions," the ministry document said, citing "conditions of sanctions restrictions."Those concerns appear to be behin ...

We prefer: 1) stocks that benefit from policies stimulating domestic consumption, such as restaurants (Yum China, DPC Dash) and their suppliers such as condiments companies (Yihai), beverage companies (Guming, China Foods, Bairun), and brewers (BUD APAC, Tsingtao, CR Beer); 2) value plays offering decent shareholder returns (WH Group); 3) structural growth opportunities (Pop Mart, China Pet Food, Weilong, Sun Art, Anta, RLX, Arashi Vision); 4) home appliance makers with overseas earnings upside and global e ...

J P M O R G A N Global Commodities Research 08 September 2025 Commodity Market Positioning & Flows Precious metals propel global commodities open interest value towards YTD highs Global Commodities Research Tracey Allen (44-20) 7134-6732 tracey.l.allen@jpmorgan.com J.P. Morgan Securities plc Gregory C. Shearer (44-20) 7134-8161 gregory.c.shearer@jpmorgan.com J.P. Morgan Securities plc Natasha Kaneva (1-212) 834-3175 natasha.kaneva@jpmorgan.com JPMorgan Chase Bank NA Ali A. Ibrahim (44-20) 3493-6438 ali.ibra ...

Apple growers in Indian Kashmir are staring at huge losses this year as floods and highway closures disrupt the peak harvest season, enmeshing growers and truckers in uncertainty, farmers and industry officials say. ...

AI在工作场所的应用趋势 - 公司更倾向于培训现有员工使用AI技术而非直接裁员[1] - 过去一年企业AI使用率有所提升但相关裁员案例极少[2] - 部分公司因AI技术调整招聘策略 包括减少招聘和增加具备AI技能的新员工[2] 行业应用差异 - 信息技术、金融及专业服务行业AI使用率超50%[3] - 批发、休闲酒店、教育医疗、个人服务和零售行业AI使用率不足50%[3] - 农业领域受访企业未报告使用AI技术[3] 劳动力市场影响评估 - AI应用企业对劳动力结构调整幅度有限 仅影响25%-40%的已应用企业[4] - 当前AI技术未导致就业率显著下降 就业影响呈现正负双向性[4] - 短期内AI技术对整体劳动力市场影响相对温和[4]

市场整体表现 - 三大指数涨跌不一 沪指跌1.16%盘中失守3800点 深证成指跌0.65% 创业板指涨0.95% [1] - 沪深北三市成交额2.40万亿元 较上一交易日缩量5167亿元 [1] - 全市场4560只个股下跌 [1] 行业板块表现 - 光伏逆变器 光模块(CPO) 储能 电源设备 光刻机等热门概念股涨幅居前 [1] - 上能电气20CM涨停 中际旭创再创历史新高 [1] - 创新药概念股午后冲高 百花医药涨停 [1] - 小金属 证券 软件开发 农业等板块跌幅居前 [1]

核心观点 - 广发银行通过供应链金融创新模式服务实体经济 重点支持制造 物流 农牧 食品等关键领域 投放总额突破400亿元 [1] - 银行运用科技赋能和流程优化 提升产业链效率并降低融资成本 形成普惠金融示范效应 [1][5] 装备制造领域应用 - 创新"一家授信 额度共享"模式 为工程机械行业龙头集团及其全国供应商提供线上融资支持 [2] - 累计为超600家中小供应商提供融资25亿元 显著降低链上财务成本并提升产业链竞争力 [2] 农业产业链服务 - 针对农牧企业产业链长 环节多的特点 创新"票链融合"模式 将商票与供应链金融结合 [3] - 为超200家分 子公司及分散农户提供T+0融资体验 提升农户融资能力与交易效率 [3] 物流行业赋能 - 通过无追索权国内保理业务 为头部汽车物流企业承运商解决运费账期长问题 [4] - 线上化服务实现应收账款即时确权与融资 缩短结算周期并降低融资成本 [4] 普惠金融创新 - 在食品行业创新"双额度"供应链业务 帮助小微企业以更低成本获取融资 [5] - 通过e秒供应链平台实现全线上操作与秒级到账 提升资金流向透明度 [5] 战略方向 - 银行聚焦重点行业和关键领域 以服务实体经济和国家战略为出发点 [5] - 未来将持续降低产业链整体融资成本 推动实体经济高质量发展 [5]

公司业务定位 - 公司是全球人类与动物营养领域领导者及农业原产地加工龙头企业 [1] 管理层沟通策略 - 管理层选择聚焦于可控因素而非外部不确定性 [3][4] - 采用内部聚焦策略应对动态环境并取得团队积极响应 [4] 活动参与情况 - 公司保持年度参会传统并观察到会议规模持续扩大 [2]