启迪环境（000826）公告，预计2025年度归属于上市公司股东的净利润为-35亿元至-28亿元，上年同期为-30.58亿元。扣除非经常性损益后的净利润为-27亿元至-22亿元，上年同期为-23.42亿元。公司预计2025年度期末归属于母公司净资产可能为负值，若经审计的期末归属于母公司净资产为负值，公司股票交易可能在披露2025年年度报告后被实施退市风险警示。

"Mohammad Kabir did so by trying to get her to come with him - which is the attempted abduction of a child - and also grabbing her by the neck, strangling her," he said.

Volkswagen intends to roll out 20 new electrified models in China this year. Credit: josefkubes / Shutterstock.com Volkswagen plans to ship more China-built vehicles abroad to offset domestic pressures and exploit lower manufacturing costs. The German group has already started exporting cars from China to the Middle East and Southeast Asia, and is weighing sales of newly developed Chinese models in Africa and South America, chief executive Oliver Blume told Bloomberg. Discover B2B Marketing That Performs Combine business intelligence and editorial excellence to reach engaged professionals across 36 leading media platforms. Find out more The move comes as the company reorganises its Chinese operations to better compete with domestic electric vehicle producers led by BYD, including relocating more research and development work locally and forming a software partnership with Xpeng. Volkswagen intends to roll out 20 new electrified models in China this year as it seeks to recover from a slump that cut deliveries to about 2.7 million last year, down from more than four million before the pandemic. The downturn has hit Porsche particularly hard, with sales sliding sharply amid softer demand for luxury cars. Porsche manufactures solely in Europe and has encountered trade obstacles in both the US and China, while Volkswagen is prioritising a new electronics architecture created with Xpeng to match local customer tastes. Production has begun on the first model using the platform, although the company has not revealed pricing for the ID. UNYX 07 electric sedan due to reach customers later this year. Alongside its China strategy, the group is restructuring more broadly in response to subdued demand there, US tariffs and uneven European sales, including reducing its workforce and expanding its hybrid range. According to the report, Volkswagen expects 2026 to serve as a transition year in China, aiming to grow electrified vehicle sales without necessarily increasing overall volu...

Now, the government has said a flat-rate compensation scheme for those affected would "cost up to £10.3bn and would simply not be right or fair given it would be paid to the vast majority who were aware of the changes".

格隆汇1月29日｜Wedbush将微软公司目标价格从625美元下调至575美元，将Meta目标价格从880美元上调至900美元。

红棉股份（000523）公告，预计2025年度净利润为7850万元–9950万元，同比下降80.85%-84.89%。公司上年同期存在偶发性事项，2024年公司对挂账超过三年的其他应收款核销并进行资产损失扣除，由此导致递延所得税费用减少约4.29亿元，引起公司2024年度归属于上市公司股东的净利润大幅增加，影响金额约为4.29亿元。2025年公司未有前述偶发性事项，因而公司归属于上市公司股东的净利润呈较大幅度的下降，若不考虑2024年递延所得税费用事项，公司归属于上市公司股东的净利润同比保持平稳。

文章提及标的 中建环能 -- 中建环能（300425）公告，预计2025年度净利润为900万元–1350万元，同比下降89.80%–84.69%。受宏观经济环境与环保行业投资增速放缓影响，行业竞争加剧，毛利率下滑，导致公司盈利水平下降。

Dover press release ( DOV ): Q4 Non-GAAP EPS of $2.51 beats by $0.02 . Revenue of $2.1B (+8.8% Y/Y) beats by $10M . In 2026, Dover expects to generate GAAP EPS in the range of $8.95 to $9.15 ($10.63 consensus) (adjusted EPS of $10.45 to $10.65), based on full year revenue growth of 5% to 7% (organic growth of 3% to 5%). More on Dover Dover Offers A Good Story, But Growth Needs To Pick Up (Rating Downgrade) Dover Corporation (DOV) Presents at UBS Global Industrials and Transportation Conference - Slideshow Dover Corporation (DOV) Presents at UBS Global Industrials and Transportation Conference Transcript Dover Q4 2025 Earnings Preview Dover added as a new long idea at Hedgeye

Tractor Supply press release ( TSCO ): Q4 GAAP EPS of $0.43 misses by $0.03 . Revenue of $3.9B (+3.4% Y/Y) misses by $90M . The Company opened 31 new Tractor Supply stores and one new Petsense by Tractor Supply store in the fourth quarter of 2025. Fiscal Year 2026 Financial Outlook The Company is providing its financial guidance for fiscal 2026. This outlook is based on what the Company can reasonably predict at this time. For fiscal 2026, the Company expects the following: Net Sales +4% to +6% (estimated growth of 6.29% Y/Y) Comparable Store Sales +1% to +3% Operating Margin Rate 9.3% to 9.6% Net Income $1.11 billion to $1.17 billion Earnings per Diluted Share $2.13 to $2.23 (consensus of $2.30) Capital Expenditures, Net of Sale Leaseback Proceeds $675 million to $725 million Share Repurchases $375 million to $450 million Click to enlarge The Company’s capital plans for 2026 include opening approximately 100 Tractor Supply stores, continuing Project Fusion remodels and garden center transformations, completion of its 11 th distribution center and continued investment in store and digital technology. More on Tractor Supply Tractor Supply: Good Growth Prospects At Reasonable Valuation (Rating Upgrade) Tractor Supply: A Better Business Than I Expected, But Not At This Price Tractor Supply Q4 2025 Earnings Preview Tractor Supply traffic soars ahead of massive winter storm Seeking Alpha’s Quant Rating on Tractor Supply

格隆汇1月29日｜明阳电气公告，公司董事兼总裁郭献清持股1440.27万股，占4.61%，计划于披露后15个交易日至3个月内以集中竞价或大宗交易减持不超360万股，占1.15%；股东中山慧众企业管理咨询合伙企业（有限合伙）持股1293.3万股，占4.14%，同期拟减持不超322万股，占1.03%，其中董事兼副总裁孙文艺拟减持其通过慧众咨询间接持有的股份不超234万股，占0.75%。

sefa ozel/iStock via Getty Images Investment Thesis Today we’re covering an LNG shipping company by the name of FLEX LNG ( FLNG ). I’ve covered shipping companies before on Seeking Alpha. Some of these companies include Nordic American Tankers ( NAT ) or DHT Holdings ( DHT ). Both of these companies have enjoyed their share prices rising a decent bit since I wrote about them, up 11.6% and 9.61% , respectively. It’s one of the preferred industries right now to cover, as the day rates have skyrocketed as a result of global uncertainties and instability. It means these companies are generating far more revenues than before, but interestingly, the demand is still very high, which means that the chance of a rapid fall in dayrates in the near term or even medium term looks small, in my opinion. For the income investor, this is one of the most solid shipping companies out there right now, I think. With great revenue visibility, strong cash flow yield, and a cash reserve able to support the dividend for decades if operations remain the same. This ultimately means that investors will be able to realize a 10% yield per year at least, which for me is well worth it right now. You get all the benefits of a strong industry, but with much less volatility because of the nature of FLNG’s contracting. Rating the stock a Strong Buy. Business Model So FLNG is a shipping company. It's purely on LNG shipping and has a fleet of 13 different vessels. The main difference between this and some of the other shipping companies I’ve covered is that the fleet age is incredibly young for FLNG. The oldest is only from 2018, and the youngest is from 2021 . It means the range is quite tight, but in terms of revenues, we can often allocate younger vessels to higher premium revenues because of their reliability. Fleet Overview (FLNG Investor Presentation) Capacity-wise, the vessels are very similar at 173,000 - 174,000m3 and most of the contracting done is with large established LNG producers like Che...

JHVEPhoto/iStock Editorial via Getty Images Shares of Thermo Fisher Scientific ( TMO ) gained in the premarket on Thursday after the Waltham, Massachusetts-based healthcare giant reported better-than-expected results for Q4 2025, thanks mainly to its Life Sciences Solutions segment. Thermo ( TMO ) posted $6.57 of adjusted earnings per share on $12.2B in revenue for the quarter, indicating ~8% YoY and ~7% YoY growth, respectively, exceeding the consensus by $0.12 and $320M and marking the company’s fifth consecutive earnings double beat. In terms of segments, revenue from the Life Sciences Solutions segment stood at $2.9B with ~13% YoY growth, an acceleration from ~8% YoY growth in the preceding quarter. In comparison, Laboratory Products and Biopharma Services added $6.3B with ~8% YoY growth. TMO’s other two segments, Analytical Instruments and Specialty Diagnostics, generated $2.2B and $1.2B to the topline with ~1% YoY and ~5% YoY growth, respectively. Meanwhile, Thermo’s ( TMO ) GAAP operating margin improved 80 bps from the prior year period to 18.5%, while its net income rose ~8% YoY, indicating $5.21 in GAAP earnings per share for the quarter. As for 2025, the company recorded $22.87 of adjusted EPS on $44.56B in revenue with ~5% YoY and ~4% YoY growth, respectively. “Thanks to our exceptional team, we delivered a strong finish to 2025, reflecting outstanding execution and the continued strength of our proven growth strategy,” CEO Marc Casper remarked ahead of the earnings call at 8:30 a.m. ET, during which the company provides its annual outlook. More on Thermo Fisher Scientific Thermo Fisher Scientific Inc. (TMO) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Thermo Fisher Scientific Inc. (TMO) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Thermo Fisher: Refinding Some Momentum Thermo Fisher Scientific Q4 2025 Earnings Preview Earnings week ahead: TSLA, META, MSFT, AAPL, T, BA, V, MA, GM, CVX, XOM, and more

L3Harris Technologies press release ( LHX ): Q4 Non-GAAP EPS of $2.86 beats by $0.10 . Revenue of $5.6B (+1.8% Y/Y) misses by $160M . Orders of $27.5 billion; book-to-bill of 1.3x FY26 Non-GAAP EPS of $12.39 2026 Guidance Revenue Space & Mission Systems ~$11.5B Communication & Spectrum Dominance ~$8.0B Missiles Solutions ~$4.4B Total 3 $23B - $23.5B Segment Operating Margin Space & Mission Systems mid 10% Communication & Spectrum Dominance ~25% Missiles Solutions mid 12% Total low 16% Diluted EPS $11.30 - $11.50 Free cash flow $3.0B Click to enlarge More on L3Harris Technologies L3Harris Technologies: Too Important To Fail, But Not A Buy At Any Price L3Harris Enters The Arsenal Of Freedom, But It's Overvalued (Rating Downgrade) L3Harris Technologies, Inc. (LHX) Discusses Strategic Partnership With Department of War to Expand Missile Solutions Capacity Transcript L3Harris Technologies Q4 2025 Earnings Preview L3Harris Technologies raises quarterly dividend by 4.2% to $1.25/share

KDP260717P00032000 互動股市圖表 | KDP Jul 2026 32.000 put 股市 Yahoo 財經

格隆汇1月29日｜卡特彼勒公司发布2025年年终业绩报告，2025年全年销售额和收入均为676亿美元，较2024年的648亿美元增长4%。2025年全年利润为每股18.81美元，而2024年为每股利润22.05美元。2025年调整后每股利润为19.06美元，而2024年调整后每股利润为21.90美元。2025年全年企业运营现金流为117亿美元，第四季度结束时企业现金为100亿美元。全年，公司投入52亿美元现金回购卡特彼勒普通股，27亿美元现金用于股息。

Supatman/iStock via Getty Images Shares of Pathward Financial ( CASH ) have been a moderate performer over the past year, gaining about 7%. The stock has spiked to a 52-week hugh over the past week as investors digested an encouraging earnings release. Shares have faced some pressure as credit quality has weakened. The company has a fairly unique loan book, and it has exposures to segments of the credit market like warehouse and working capital financing that caused issues for private credit companies and banks during Q3. Fortunately, CASH has been a long-time player in this space, and that appears to be insulating the company from pressures being felt by newer entrants. With shares trading less than 10x 2026 EPS guidance, now is a good time to see if Pathward is attractive or if there are risks to the outlook. Seeking Alpha In the company’s fiscal first quarter , Pathward Financial earned $1.57, which beat estimates by $0.19. This was up 28% from last year, and the company generated an excellent 26.7% return on tangible equity. We saw the company generate strong loan growth as it pivots its portfolio towards commercial loans following a portfolio sale. While margin trends are encouraging, credit quality is an area of concern that is likely to limit upside. Pathward has $6.4 billion of deposits, down $170 million from last year. This decline was primarily due to year end timing around custodial deposits. On a quarterly average basis, deposits were actually up 1% year over year, and I expect to see modest sequential deposit growth in fiscal Q2. Including the impact of variable card processing fees, CASH’s cost of deposits is 1.49%. 118bps of this cost is tied to these card pricing fees, which are priced off of fed funds and reprice immediately, giving the bank’s funding costs a consistent correlation with short-term rates that helps to insulate margins to a degree from Fed policy changes. Pathward Financial Loan balances grew about $440 million from a year ago to $4....

亚联机械公告，持股212.26万股(占2.43%)的平安证券－华泰证券－平安证券亚联机械员工参与战略配售集合资产管理计划拟自披露之日起15个交易日后的3个月内，通过大宗交易或集中竞价方式减持不超212.26万股(占2.43%)，股份来源为首次公开发行获得之配售，减持原因为持有人自身资金需求，减持价格将按届时市场价格确定。

BanksPhotos/iStock Unreleased via Getty Images In October 2025, I wrote an article on Southwest Airlines ( LUV ) and suggested the stock probably wasn't going anywhere fast. However, I was wrong; the stock has gone up. Nonetheless, I remain bearish. For me, the stock remains a sell due to valuation, opportunity costs, and potential execution risks. Regarding opportunity cost, part of this is due to my preference for Alaska Air Group ( ALK ), which I wrote about in this article in November, and it is up by about 24% since that article was published. For now, let's look below at this stock, its most recent earnings report, and strong guidance from management for 2026: The Chart As the chart below shows, this stock was stuck in a trading range for a few months before rallying in November. Southwest shares are now trading above the 50-day moving average, which is around $39, and well above the 200-day moving average, which is roughly $33 per share. StockCharts.com Q4 Earnings Results On January 28, Southwest announced mixed results with non-GAAP earnings per share coming in at $0.58, which beat expectations by $0.01—but revenues were $7.44 billion, which was a $70 million miss. However, the company provided strong guidance, expecting adjusted earnings of at least $4 per share for 2026. The company said it outperformed its cost reduction goals in Q4 and improved operational reliability with the help of new technology. Management also said that despite the major recent storm in the U.S., 2026 is off to a strong start. I saw two other notable highlights in this release: the company completed about $2.6 billion worth of share repurchases in 2025. This represents roughly 14% of the shares outstanding, which is impressive. These share repurchases will undoubtedly produce stronger results going forward. Another notable highlight was the company's announcement that it discontinued its fuel hedging program. This could reduce expenses if oil remains stable, but it could increase ...

【热点导读】 机构预估人形机器人对固态电池的需求有望于2035年超过74GWh 华为加码医疗AI，即将发布智慧医疗专区 新一代Kimi K2.5发布24小时登顶全球开源榜单 软银集团商讨向OpenAI追加投资高达300亿美元 中国商火：坚决打赢主力箭首飞及回收攻坚战，全力突破可重复使用技术 刚上架就秒空，悦己需求下“谷子经济”持续火爆 【主题详情】 机构预估人形机器人对固态电池的需求有望于2035年超过74GWh 据媒体报道，根据TrendForce集邦咨询最新固态电池调查，随着人形机器人发展于2026年来到商用化的关键点，作为“能量补给”的电池更加受重视。尽管目前人形机器人主要搭载液态锂电池，但未来对长续航、高负荷工作的要求增加，或将促使具备高能量密度的固态锂电池接棒，成为主流解决方案。TrendForce集邦咨询预估，人形机器人对固态电池的需求有望于2035年超过74GWh，较2026年成长千倍以上。 随着产业化进程推进，预计到2030年全球固态电池设备市场规模将飙升至1079.4亿元。中银证券表示，固态电池产业化加速，有望带动产业链升级。固态电池进入中试与小批量装车验证窗口期，设备有望率先受益，材料高价值量环节具备高弹性，建议关注可率先实现稳定供货、工艺相对成熟且具备明确降本路径的厂商以及与产业链龙头合作较早的企业。 公司方面， 天永智能 在固态电池方面，公司及子公司与卫蓝、恩力、麻省固能（上海）新能源科技有限公司等项目签约，作为与国外市场衔接的良好合作开端。 宏工科技 已成功跻身为行业领军企业固态电池上料、输送及搅拌工序的核心供应商行列，并与多家客户签订了数千万元的固态电池产线及设备订单。 华为加码医疗AI，即将发布智慧医疗专区 《科创板日报》记者获悉，华为云将于2月1日在上海练秋湖研发基地发布行业AI“梦工厂”计划的首个落地专区——智慧医疗专区。据悉，该智慧医疗专区将汇聚顶级医疗资源与前沿科技力量，打造集经验、技术、生态于一体的综合平台。华为云此举意在卡位“人工智能+医疗”的国家战略风口，通过平台化模式，打破医疗资源壁垒，推动优质AI医疗能力下沉基层，加速医疗AI普惠落地。 近期以来，医疗行业应用AI趋势逐渐明确。谷歌援引风投机构Menlo Ventures的数据称，医疗保健行业正在引领企业采用人工智能的步伐，其部署AI的速度是其他行业的2.2倍。日前，O...

Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Caterpillar Caterpillar Q4 Preview: Backlog, Margins, And The AI Power Trade Caterpillar Inc. (CAT) Presents at CES Las Vegas Prepared Remarks Transcript Caterpillar: A Sizzling Stock Rally (And Worth Every Penny) Caterpillar Q4 earnings on deck: What to expect Earnings week ahead: TSLA, META, MSFT, AAPL, T, BA, V, MA, GM, CVX, XOM, and more

天音控股公告，预计2025年度净利润为900万元–1280万元，同比下降84.58%-78.07%。报告期内，营业收入较上年同期上升的主要原因是公司零售电商业务在2025年通过引入新品牌与品类、多维拓宽平台渠道、持续打开市场增量空间致收入增长。报告期内，扣除非经常性损益后的净利润较上年同期减亏的主要原因是2025年零售电商业务利润略有增长所致。