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十二年“聚链成群”,从北京科创到京津冀科创
Xin Jing Bao· 2026-02-25 06:27
2026年,京津冀协同发展迎来12周年。十二年时间,足够一个产业完成从"点"到"链"的蜕变。 早在2014年京津冀协同发展战略实施之初,三地科创产业面临"各自为战、资源错配"的困境:北京有研 发缺场地、成果难转化;天津有制造缺技术、场景待激活;河北有空间缺引领、转型盼赋能。 如今,这种资源错配正在被"链式思维"彻底重塑。以汽车产业为例,三地正逐步打破"一亩三分地"的思 维定式,同握产业"方向盘",协力"共造一辆车"。 走进小米汽车工厂,新车正源源不断下线。目前,小米汽车已与50多家京津冀供应链企业达成合作,天 津120余家关键零部件企业、河北220余家零部件企业已深度融入以小米、北汽、理想为代表的京津整车 生产体系。 在天津滨海新区,一个涵盖发动机、变速器、底盘部件在内的完整汽车零部件配套体系已然形成;而在 河北廊坊,莱尼线束系统有限公司不仅有30多位工程师来自天津,其生产的线束更是源源不断地送往北 京的整车厂。 如今,北京国际科技创新中心扩围为北京(京津冀)国际科技创新中心,与上海(长三角)、粤港澳大 湾区形成三大国家级科创战略支点。 北京市人民政府参事室特约研究员、北京市政协经济委员会副主任、振兴国际智库 ...
Lincoln National: Valuation And Fundamentals In Sync Outweigh Technical Caution
Seeking Alpha· 2026-02-25 03:54
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
Don't Overlook These Top Stocks After Q4 EPS Beats: ALSN, BWXT, VIV, VVX
ZACKS· 2026-02-25 02:01
Core Insights - Investors are optimistic about Nvidia's upcoming Q4 results, while several other Zacks-rated stocks have exceeded EPS expectations, indicating strong growth trajectories and potential for portfolio diversification [1] Group 1: Allison Transmission Holdings (ALSN) - Allison Transmission Holdings reported Q4 EPS of $1.70, surpassing expectations of $1.56 by 9%, although it decreased from $2.01 per share a year ago [2] - The full-year EPS for FY25 was slightly down to $8.21, but it is projected to rebound with an 18% increase to $9.68 this year [2] - ALSN trades at an attractive 12X forward earnings multiple and offers a respectable annual dividend yield nearing 1% [3] Group 2: BWX Technologies (BWXT) - BWX Technologies achieved Q4 EPS of $1.08, beating estimates of $0.91 by nearly 19% and increasing from $0.92 per share in the same quarter last year [4] - The full-year EPS rose 20% to $4.01, with annual earnings expected to increase another 6% in FY26 [6] - BWXT has a forward P/E multiple of 46X, reflecting high investor sentiment in the aerospace and defense sector amid geopolitical tensions [5] Group 3: Telefonica Brasil (VIV) - Telefonica Brasil reported Q4 EPS of $0.22, exceeding expectations of $0.17 and up from $0.18 per share last year [9] - As the largest wireless provider in Brazil, it offers a 2.49% annual dividend yield, with annual earnings up 8% and FY26 EPS forecasted to spike 26% to $0.86 [10] Group 4: V2X Inc (VVX) - V2X Inc posted Q4 EPS of $1.56, beating estimates of $1.33 by 17% and showing a 21% increase in FY25 EPS to $5.24 [11] - The company does not offer a dividend but trades at a relatively low 12X forward earnings multiple, indicating improving growth prospects [12]
可持续发展报告:使用估算值
ACCA· 2026-02-25 00:10
2 Founded in 1904 to widen access to the accountancy profession, we've long championed inclusion and today proudly support a diverse community of over 252,500 members and 526,000 future members in 180 countries. Our forward-looking qualifications, continuous learning and insights are respected and valued by employers in every sector. They equip individuals with the business and finance expertise and ethical judgment to create, protect, and report the sustainable value delivered by organisations and economie ...
Jim Cramer's simple framework for identifying winners in a market fearful of AI disruption
CNBC· 2026-02-24 23:22
CNBC's Jim Cramer on Tuesday outlined a simple framework to make sense of the current market, as the threat of artificial intelligence disruption looms over industries from software to commercial real estate. "We want companies that make things and do stuff that we can understand. We want to avoid stuff we can't or don't comprehend, because if you can't get your head around it, then it's probably the kind of stock that Anthropic ... can wreck with a simple press release," Cramer said on "Mad Money," referen ...
Par Pacific Reports Fourth Quarter and 2025 Results
Globenewswire· 2026-02-24 21:15
HOUSTON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Par Pacific Holdings, Inc. (NYSE: PARR) (“Par Pacific” or the “Company”) today reported its financial results for the fourth quarter and twelve months ended December 31, 2025. Net income attributable to Par Pacific stockholders of $77.7 million, or $1.53 per diluted share, for the fourth quarter and $369.4 million, or $7.16 per diluted share, for the full yearAdjusted Net Income attributable to Par Pacific stockholders of $59.5 million, or $1.17 per diluted share, ...
EXPD Tops Q4 Earnings & Revenue Estimates, Announces Buyback Program
ZACKS· 2026-02-24 18:15
Key Takeaways EXPD Q4 EPS of $1.49 and revenues of $2.86 B beat estimates despite lower ocean volumes.Airfreight tonnage rose 6%, lifting segment revenues 4.3%, while ocean revenues fell 32.7%.EXPD approved a new $3B buyback after returning $875M to shareholders in 2025. Expeditors International of Washington’s (EXPD) fourth-quarter 2025 earnings of $1.49 per share beat the Zacks Consensus Estimate of $1.46. The bottom line decreased 11.3% year over year. Total revenues of $2.86 billion beat the Zacks Cons ...
Forward Air Named 2026 Surface Carrier of the Year by the Airforwarders Association
Businesswire· 2026-02-24 18:00
"We are honored and excited to be recognized as the 2026 Surface Carrier of the Year,†said Shawn Stewart, President and Chief Executive Officer of Forward Air. "This award reinforces the strength and reliability of our ground network, the performance and execution of our incredible team, and the exceptional service we deliver for our customers and forwarder partners every day.†DALLAS--(BUSINESS WIRE)--Forward Air Corporation (NASDAQ: FWRD) ("Forward Air†or the "Company†) today announced that the Company ...
Cognizant Technology Solutions (CTSH) Expands its Partnership With Wallenius Wilhelmsen
Yahoo Finance· 2026-02-24 17:41
Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the Cheap NASDAQ Stocks To Buy in 2026. On February 17, Cognizant Technology Solutions Corporation (NASDAQ:CTSH) announced expanding its partnership with Wallenius Wilhelmsen, which is a leading international logistics company. Under the expanded partnership, Cognizant will provide broader technology services to Wallenius, including support for core business applications and IT infrastructure. This will enable Wallenius to evolve as an in ...
Freight Technologies Reports Robust Productivity Gains: AI-Native Solutions Enable 15x Domestic and 5x Cross-Border Efficiency Gains
Globenewswire· 2026-02-24 14:21
HOUSTON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Freight Technologies, Inc. (Nasdaq: FRGT, “Fr8Tech” or the “Company”), a technology-centric logistics company offering a diversified portfolio of AI software solutions designed to address key inefficiencies in the supply chain, today announced strong productivity gains across key operating metrics for customers and its internal operations. The Company's intelligence-led and automation-driven solutions are improving the pace, accuracy, and scale of customers’ freigh ...