Investor Presentation May 2025 Disclaimer All statements other than statements of historical facts included in this presentation that address activities, events or developments that we expect, believe or anticipate will or may occur in the future are forward-looking statements. These statements are based on management's current expectations, assumptions, estimates and beliefs. Although we believe that we have a reasonable basis for forward-looking statements contained herein, we caution you that they are ba ...

May 2024 Investor Meetings PPL CORPORATION Cautionary Statements and Factors That May Affect Future Results Statements made in this presentation about future operating results or other future events are forward-looking statements under the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from the forward-looking statements. A discussion of some of the factors that could cause actual results or events to vary is contained in the Appendix of ...

答：公司披露了子公司海达新能源与安徽赛拉弗能源有限公司 签订《采购框架合同》，海达新能源按照协议约定向赛拉弗供 应全面屏边框产品，赛拉弗在 2026 年 6 月 30 日前预计采购总 量为 3.7GW 配套产品。 全面屏边框方案产品（也有客户称为"瀑布屏"、卡扣产 品）采用"短边框+简易包边" 形式，是子公司海达新能源技 术团队"跳出框框"、打破惯性思维、自主研发的原创性产品， 是基于对橡胶性能的理解率先开发的新结构产品。 公司开发全面屏卡扣短边框产品的初衷是提高安全性、可 靠性。对于组件厂商来说，降低成本并不是选择替代产品的首 要考虑，更重要的是产品的 RAMS（即可靠性、可用性、可维 护性、安全性）。经过客户的验证，公司的全面屏卡扣短边框 产品具有轻量化、防积灰、静载动载性能优等，且因遮挡少， 可使光照面积增多进而提升发电量，从而赢得了客户的认可。 证券代码：300320 证券简称：海达股份 江阴海达橡塑股份有限公司投资者关系活动记录表 编号：2025-05 | 投资者关系活动 | ■特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布 ...

截至6月24号，共有22个地区开展了225场外贸优品中华行活动，参与的外贸企业和采购商超过了1.9万 家，成交额248亿人民币。 今年4月，外贸优品中华行启动仪式在海口举行。该活动是商务部贯彻落实党中央、国务院关于推进内 外贸一体化、帮助外贸产品拓内销的重要举措，旨在畅通外贸企业内销渠道，应对外部冲击，助力稳外 贸扩消费。 两个多月过去，该活动成效如何？在6月26日的商务部例行新闻发布会上，商务部新闻发言人何亚东介 绍，今年以来，商务部组织的外贸优品中华行这项活动发挥我国超大规模的市场优势，帮助外贸企业拓 内销，取得了积极成效。 二是有效丰富消费新供给。商务部重点推动优质的外贸产品进入国内，通过新供给创造新的需求，满足 人民美好生活的需要。主要的电商平台和批发零售企业为外贸企业建立了内销直通车，促进了外贸优品 进入千家万户。目前，连锁商超开设了700多个线下的专柜，11家电商平台设立了线上的专区。 三是有效促进内贸一体化经营。在办好活动的同时，商务部着力营造内贸一体化的制度环境，打通内销 存在的堵点和卡点。 "比如，为外贸企业申请强制性认证开辟绿色通道，推动解决企业集中反映的30项标准认证问题。"何亚 东称， ...

根据《证券期货投资者适当性管理办法》及配套指引，本资料仅面向华创证券客户中的金融机构专业投资者，请勿对本资料进行任何形式的 转发。若您不是华创证券客户中的金融机构专业投资者，请勿订阅、接收或使用本资料中的信息。 本资料难以设置访问权限，若给您造成不便，敬请谅解。感谢您的理解与配合。 摘要 法律声明 华创证券研究所定位为面向专业投资者的研究团队，本资料仅适用于经认可的专业投资者，仅供在新媒体背景下研究观点的及时交流。华创 证券不因任何订阅本资料的行为而将订阅人视为公司的客户。普通投资者若使用本资料，有可能因缺乏解读服务而对报告中的关键假设、评 级、目标价等内容产生理解上的歧义，进而造成投资损失。 本资料来自华创证券研究所已经发布的研究报告，若对报告的摘编产生歧义，应以报告发布当日的完整内容为准。须注意的是，本资料仅代 表报告发布当日的判断，相关的分析意见及推测可能会根据华创证券研究所后续发布的研究报告在不发出通知的情形下做出更改。华创证券 THE END 五大业务线锚定个人健康管理领域，整体经营趋势向好。 1）康复辅具： 公司在持续优化现有产品的 基础上，推动拓展背背佳和听力业务，有望开启新一轮成长周期。 2） ...

香港恒生指数6月26日（周四）收盘下跌149.27点，跌幅0.61%，报24325.4点； 香港恒生科技指数6月26日（周四）收盘下跌13.86点，跌幅0.26%，报5345.16点； 国企指数6月26日（周四）收盘下跌55.46点，跌幅0.63%，报8803.83点； 红筹指数6月26日（周四）收盘下跌19.69点，跌幅0.47%，报4127.61点。 ...

Core Viewpoint - Alvotech has successfully negotiated a reduction in the interest rate on its senior secured term loan facility, resulting in significant cost savings and reflecting improved financial performance and operational efficiency [1][2][3]. Financial Performance - Alvotech's lenders have agreed to lower the interest payments by an estimated US$8.2 million in the first year due to the company's sustained operational improvements [1]. - The company reported significant revenue growth, operating profits, and positive adjusted EBITDA over the past year, indicating strong financial health [2]. Loan Facility Details - The senior secured term loan facility, originally funded in July 2024, consists of a $900 million first tranche and a $65 million second tranche, which have now been consolidated into a single tranche [3]. - The new interest rate for the facility is set at SOFR plus 6.0% per annum, down from SOFR plus 6.5% for the first tranche and SOFR plus 10.5% for the second tranche [3]. - As of June 25, 2025, the balance of the facility is approximately $1,081 million, with a cash balance of approximately $152 million [3]. Company Overview - Alvotech is a biotech company focused on developing and manufacturing biosimilar medicines, aiming to be a global leader in the biosimilar space [4]. - The company has launched two biosimilars and has a pipeline of nine disclosed biosimilar candidates targeting various diseases [4]. - Alvotech has established strategic commercial partnerships across multiple regions, including the United States, Europe, and Asia, to enhance its market reach [4]. Asset Management Partner - GoldenTree Asset Management, which manages $58 billion for institutional investors, is one of the lenders involved in the refinancing agreement with Alvotech [5].

Core Viewpoint - Canyon Resources Limited is advancing towards the commencement of production at its Minim Martap Bauxite Project in Cameroon, with significant milestones achieved and scheduled for early 2026 [2][3][5]. Financial Developments - The company secured a medium-term syndicated credit facility of approximately US$140 million with AFG Bank Cameroon [3][9]. - Major shareholder Eagle Eye Asset Holdings Pte Ltd exercised options worth A$15.8 million, contributing to the funding for project development [3][9]. Project Development Progress - Canyon has ordered 22 locomotives from CRRC, with the first delivery expected in Q1 2026, ahead of the initial bauxite shipment planned for the first half of 2026 [4][9]. - The company appointed a contractor for road construction to upgrade the haulage road from Minim Martap, with work set to begin in July 2025 [4][9]. - Groundbreaking for the Inland Rail Facility (IRF) is anticipated to start in July 2025, which will serve as a loading station for bauxite ore [5][8][9]. Operational Milestones - The company aims to finalize the Definitive Feasibility Study focusing on a two-stage ramp-up strategy to ensure successful production commencement [7][9]. - Both the Mining Contractor and Ore Haulage contractor have been appointed, with mobilization scheduled by the end of calendar year 2025 [9]. Resource Estimates - An updated JORC Compliant Mineral Resource and Mineral Reserve Estimates for Minim Martap is expected to be released by the end of July 2025 [9][11]. Strategic Vision - Canyon Resources is positioning itself as a key supplier of high-quality bauxite ore to meet the urgent market demand for new long-term supply sources [12].

智通财经APP获悉，悦享控股(CHR.US)旗下悦享App实现突破性智能升级。本次升级，悦享App深度融 合前沿AI技术，以两大核心功能「AI改造家」与「即看即买」，为用户提供全方位高效的智能解决方 案。 目前，人工智能正以前所未有的速度融入生活，深刻改变着人们认知和创造世界的方式。在家居领域， 人们对个性化、便捷化、可视化理想居所的追求愈发强烈——不再满足于纸上谈兵，更渴望提前预见效 果、轻松实现灵感。正是洞察到这一技术浪潮与用户需求的深刻交汇，悦享控股(CHR.US)旗下核心产 品"悦享App"完成了里程碑式智能升级，通过AI驱动产品创新，成功打破传统设计流程中想象与现实的 壁垒，同时构建起内容消费一体化闭环。 不止于此，体验全面跃升 界面与交互再进化： 采用简洁明了的卡片式设计，大幅减少认知负担，操作流程极致优化，浏览体验 丝滑流畅，让您更专注于内容本身。 AI改造家：引领空间设计可视化革命，打造预见未来的智能设计工场 悦享App深刻理解用户在空间改造过程中面临的风格决策风险高、效果预想模糊、沟通成本大等普遍困 扰。为此，悦享家生活倾力打造「AI改造家」功能，深度融合悦享控股自研的先进生成式人工智能图 ...

绝对收益产品及策略周报（20250616-20250620） 金 融 工 程 上周 294 只固收+基金创新高 本报告导读： 上周（20250616-20250620，下同）保守型固收+产品收益中位数为 0.09%，宏观环 境预测结果为 Inflation，行业 ETF 轮动组合超额收益 1.29%。股票端采用小盘价值 组合+不择时的股债 10/90 和 20/80 月度再平衡策略，2025 年累计收益分别为 2.95% 和 5.17%。 投资要点： [Table_Summary] 固收+产品业绩跟踪。截至 2025 年 06 月 20 日，全市场固收+基金 规模 16921.27 亿元，产品数量 1173 只，其中 294 只上周净值创历 史新高。上周共新发 4 只产品，各类型基金业绩中位数表现分化： 混合债券型一级（0.10%）、二级（-0.02%）、偏债混合型（-0.07%）、 灵活配置型（0.03%）、债券型 FOF（0.05%）及混合型 FOF（0.01%）。 按风险等级划分，保守型、稳健型、激进型基金中位数收益分别为 0.09%、0.00%、-0.11%。 大类资产配置和行业 ETF 轮动策略跟踪 ...