格隆汇3月30日｜港交所文件显示，Aqara International Ltd向港交所主板递交上市申请，华泰国际为独家保荐人。 公司是构建空间智能(Spatial Intelligence)底座操作系统的先行者。空间智能为一新兴范式，将物理环境转变为由人工智能(AI)驱动的可计算、适应性强且持续演进的系统。与将智能家居及智能建筑视为连接设备集合的传统观点不同，公司将空间建模并运营为语义系统，在该...
格隆汇3月30日｜港交所文件显示，Aqara International Ltd向港交所主板递交上市申请，华泰国际为独家保荐人。 公司是构建空间智能(Spatial Intelligence)底座操作系统的先行者。空间智能为一新兴范式，将物理环境转变为由人工智能(AI)驱动的可计算、适应性强且持续演进的系统。与将智能家居及智能建筑视为连接设备集合的传统观点不同，公司将空间建模并运营为语义系统，在该系统中，“空间、人员、设备及行为”均通过一致的计算框架加以表示、理解及执行。这一转变从控制设备转向运营空间 ——定义了行业的下一代发展方向。公司的产品及解决方案为涵盖设备、边缘及云端的一体化体系。 根据弗若斯特沙利文的资料，按2024年收入计，公司是全球最大的中国空间智能基础设施提供商。Aqara品牌空间智能产品及解决方案的海外收入2023年-2025年的复合年增长率达28.7%。此外，Aqara品牌产品与解决方案的海外收入占总收入比重由2023年的42.2%提升至2025年的66.5%。同时，公司已建立真正的国际商业化及规模化的销售布局。公司已在中国建成最大的空间智能销售网络，在31个省份的210多个城市，拥有超过500家Aqara智能家居体验店，并在主要电商平台上拥有活跃业务。截至2025年12月31日，公司的全球销售渠道网络已服务全球超过1500万用户。 作为最齐全Apple Home 产品品类的供应商之一 ，Aqara已实现与Apple Home生态系统的全面整合，截至2025年12月31日，Aqara已有15+个品类，340+款产品接入 Apple Home。同时，随时公司产品的Apple Home用户遍及多个产品类别，进一步增加了用户对公司产品生态的黏性。自2019年Aqara品牌产品入驻Apple商店以来，已有逾30款产品透过Apple官方零售商店于18个国家及地区销售，公司产品直接接入Apple高端全球零售网络，凸显强劲的渠道优势。 公司2025年收益达1471.6百万元。公司主动式AI驱动产品及解决方案的收入显著增长，由2023年的465.7百万元增加至2025年的907.3百万元，复合年增长率达39.6%。毛利率由2023年的29.7%上升至2024年的33.8%，2025年攀升至38.4%。公司2023年、2024年及2025年的经调整利润(非国际财务...
(RTTNews) - The Singapore stock market rebounded on Friday, one day after ending the two-day winning streak in which it had gained more than 60 points or 1.2 percent. The Straits Times Index now rests just beneath the 4,900-point plateau although it's expected to open to the down
(RTTNews) - The Singapore stock market rebounded on Friday, one day after ending the two-day winning streak in which it had gained more than 60 points or 1.2 percent. The Straits Times Index now rests just beneath the 4,900-point plateau although it's expected to open to the down
Smoke emanates from smokestacks from an oil refinery in Linden, New Jersey, on March 18, 2026. Kena Betancur | AFP | Getty Images Oil prices climbed Monday after Yemen's Houthis said they had fired missiles at Israel, opening a new front in the U.S.-Israeli war with Iran. May futures for international benchmark Brent crude rose 2.92% to $115.86 per barrel during early Asia hours, while U.S. West T...
Smoke emanates from smokestacks from an oil refinery in Linden, New Jersey, on March 18, 2026. Kena Betancur | AFP | Getty Images Oil prices climbed Monday after Yemen's Houthis said they had fired missiles at Israel, opening a new front in the U.S.-Israeli war with Iran. May futures for international benchmark Brent crude rose 2.92% to $115.86 per barrel during early Asia hours, while U.S. West Texas Intermediate futures were 3.20% higher at $102.80 per barrel. Yemen's Houthis said Saturday they had launched missiles at Israel, marking their first direct involvement in the U.S.- Israel war against Iran. In a post on X, spokesperson Yahya Saree said the group fired a barrage of ballistic missiles at what it called sensitive Israeli military targets, in support of Iran and Hezbollah forces in Lebanon. The attack marks a further escalation in the conflict, which began with U.S. and Israeli strikes on Iran on Feb. 28. Ed Yardeni, president of Yardeni Research, said global equities were beginning to reflect a scenario of "higher-for-longer" oil prices and interest rates, as the risk of a prolonged conflict grows. He warned that the continued blockade of the Strait of Hormuz could deepen the market pullback and raise recession risks, with uncertainty around the conflict, including the possibility of greater U.S. involvement, likely to keep volatility elevated until oil flows normalize. "The speed and magnitude of the move underscore how quickly energy markets are repricing geopolitical risk, challenging earlier efforts to keep both oil and bond markets anchored, and reinforcing the risk of sustained disruption in the Strait," Yardeni wrote in a note published Monday. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Even when Transportation Security Administration workers get paid, Immigration and Customs Enforcement agents could still be present at U.S. airports. (Image credit: David J. Phillip)
Even when Transportation Security Administration workers get paid, Immigration and Customs Enforcement agents could still be present at U.S. airports. (Image credit: David J. Phillip)
Maritime tensions between China and the Philippines are likely to persist despite Manila’s call for energy cooperation, Chinese observers said after revived diplomatic talks on the weekend. Senior diplomats from the two countries met in the Chinese city of Quanzhou on Friday and Saturday for two rounds of talks, covering a range of issues from oil and gas cooperation in the South China Sea to rene...
Maritime tensions between China and the Philippines are likely to persist despite Manila’s call for energy cooperation, Chinese observers said after revived diplomatic talks on the weekend. Senior diplomats from the two countries met in the Chinese city of Quanzhou on Friday and Saturday for two rounds of talks, covering a range of issues from oil and gas cooperation in the South China Sea to renewable energy and coastguard communication. The foreign ministry consultations were held for the...
Planning to update your wardrobe this summer? Industry insiders have some advice: do it soon. By the time autumn collections hit the racks, the aftershocks of war on Iran may have quietly picked your pocket. Clothing manufacturers and industry analysts are warning consumers to budget for price increases of 10 to 15 per cent as South Asia’s US$50 billion garment export industry reels from a cascade...
Planning to update your wardrobe this summer? Industry insiders have some advice: do it soon. By the time autumn collections hit the racks, the aftershocks of war on Iran may have quietly picked your pocket. Clothing manufacturers and industry analysts are warning consumers to budget for price increases of 10 to 15 per cent as South Asia’s US$50 billion garment export industry reels from a cascade of war-driven shocks. Iran’s blockade of the Strait of Hormuz has choked natural gas supplies to...
The South Korean won’s weakness against the dollar during recent market turmoil may require action to stabilize it, the chief of the nation’s largest pension fund said. Kim Sung-joo sat down in Seoul for an interview with Shery Ahn. (Source: Bloomberg)
The South Korean won’s weakness against the dollar during recent market turmoil may require action to stabilize it, the chief of the nation’s largest pension fund said. Kim Sung-joo sat down in Seoul for an interview with Shery Ahn. (Source: Bloomberg)
The factories, which buy cheap crude and turn it into fuel, are struggling as higher oil prices threaten their razor-sharp margins The towns that are the bulwark of China’s energy security can, at a moment of global crisis , appear deceptively quiet. Trucks carrying oil trundle along wide-open highways that have little traffic, while a few boarded-up shops in crumbling low-rise buildings hint at a...
The factories, which buy cheap crude and turn it into fuel, are struggling as higher oil prices threaten their razor-sharp margins The towns that are the bulwark of China’s energy security can, at a moment of global crisis , appear deceptively quiet. Trucks carrying oil trundle along wide-open highways that have little traffic, while a few boarded-up shops in crumbling low-rise buildings hint at a long-forgotten local buzz. A ramshackle noodle shop serving hand-pulled ribbons of dough was empty at lunchtime, save for a few construction workers and a teacher watching videos on Douyin, the social media platform, with his meal. Continue reading...
Just_Super/iStock via Getty Images Nebius Group N.V. ( NBIS ) is firing on all cylinders, yet the stock is stuck in a trading range around $100. The AI data center company is lining up a path to considerable revenue growth beyond consensus forecasts. My investment thesis remain ultra Bullish on the stock, especially on a dip to the recent lows of the range between $75 and $130. Source: Finviz Meta...
Just_Super/iStock via Getty Images Nebius Group N.V. ( NBIS ) is firing on all cylinders, yet the stock is stuck in a trading range around $100. The AI data center company is lining up a path to considerable revenue growth beyond consensus forecasts. My investment thesis remain ultra Bullish on the stock, especially on a dip to the recent lows of the range between $75 and $130. Source: Finviz Meta Safety Net In a major surprise, Meta Platforms ( META ) not only signed up to utilize substantial data center capacity for the first large-scale deployments of Nvidia's Vera Rubins in early 2027 from Nebius, but the social media giant also agreed to absorb any unused capacity. Nebius now has the freedom to grow at a rapid pace knowing Meta will provide a safety net. The contract requires Meta to purchase $12 billion in AI infrastructure capacity over a 5-year team for an average annual revenue generation of $2.4 billion. The company agreed to spend another $15 billion on unused capacity for a total contract value of up to $27 billion, or $5.4 billion annually. Nebius is fully booked for up to $30 billion in sales to Meta, including $3 billion from last year , with the optionality to find better AI Cloud deals on half of the capacity. The company already targeted ending 2026 with $7 to $9 billion in ARR and this quickly grows the ARR base by up to 50% with the ability to boost sales by signing up 3rd-party AI cloud customers at higher rates than the bare metal requirements of Meta. The key here is that Nebius can now move forwards with the plans for additional data center capacity with a goal of reaching 3 GW in contracted power by the end of 2026. When adding the Microsoft ( MSFT ) deal with up to $19.4 billion in revenue, Nebius now has nearly $50 billion in commitments from Meta and Microsoft while acknowledging that half of the 2026 ARR commitment is from other customers. On the Q4'25 earnings call , CRO Marc Boroditsky highlighted how the $8 billion ARR goal wasn't dep...
JX Advanced Metals Corp. is planning to invest more in materials for chips and information technology as demand for semiconductors surges. The company is planning to spend about ¥100 billion ($623 million) per year on all of its business segments, President Yoichi Hayashi said, adding that the focus will be on chip-related businesses. It has averaged ¥90 billion annually over the last three years....
JX Advanced Metals Corp. is planning to invest more in materials for chips and information technology as demand for semiconductors surges. The company is planning to spend about ¥100 billion ($623 million) per year on all of its business segments, President Yoichi Hayashi said, adding that the focus will be on chip-related businesses. It has averaged ¥90 billion annually over the last three years. JX is among the beneficiaries of the rapid build out of AI data centers and its customers include global chipmakers like Taiwan Semiconductor Manufacturing Co. , SK Hynix Inc. and Intel Corp . That’s prompting it to shift to chip and information technology materials from its traditional copper smelting business. “I don’t think we should just expand investments indiscriminately, but it would be wrong to hesitate to invest when there’s a clear opportunity,” Hayashi said in an interview. “I believe this is a time when we need to take on a certain amount of risk.” Japan’s Best IPO in 2025 Prompts Calls for More Carve Outs JX Advanced Metals Rally on Sale of Stake in Chile Mine Operator JX Advanced Metals to Buy Out Toho Titanium Via Share Swap JX Advanced Metals Shares Surge 18% After Income Guidance Raised JX raised its operating profit forecast for the fiscal year ending March 31 by 20% due to greater-than-expected demand. One of its products, a thin film material called indium phosphide which is used in data centers, is seeing strong sales and the company said it will make additional investments to expand capacity . The company is negotiating with its customers to raise prices for its products given tight supply and demand, Hayashi said. The range differs on products, he added, without giving specifics. Read: Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis The president doesn’t see significant impact on operations from the war in the Middle East, though the company is monitoring the situation, he added. JX aims to achieve ¥200 billion of operating profit in it...