投资策略会上市公司交流专场我是本场会议的主持人安信国际分析师杨玉然那么本场会议呢我们非常荣幸的邀请到了特步国际的IR高级经理Clara来跟我们进行交流以帮助我们进一步了解公司的企业文化和核心价值那么在交流过程中投资者如果有任何问题可以随时在录影中参会页面的问答区域内输入文字进行提问我们会代为念出那接下来就先把时间交给Clara 好的 大家好首先我觉得大家比较关注的话也是我们最近的一些更新的情况那我就跟大家讲一下最新比如说我们618还有6月份的一些情况目前我们的618其实整个集团的GMV也有一个超过50%的增长那特步主品牌其实也是有一个超过40%的增长那最近我们的新品牌的一些增长 618的GMB也是增长比较高速的我们的专业运动板块包括索卡尼还有Miner其实都有超过80%的增长那在整个618的活动里面其实我们也是看到整个的折扣会比较有一个改善另外就算去到6月份的话其实也是看到我们线上的 看到六月份的一个流血也是比五月份好那折扣也是有所改善那我们估计去到二季度结束之后呢我们的库存也可以去到四个月的一个正常非常健康的一个水平第三个想跟大家更新一下的话就是AP玻璃这个进度这个情况那我们会在八月或者是九月份左右我们就会 ...

交流调查会议目前所有参会者均处于静音状态现在开始播报名字声明声明播完后主持人可直接开始发言 本次电话会议仅供符合国海证券投资者适当性管理要求的客户以及受邀客户使用会议嘉宾的观点仅代表其个人观点不代表国海证券的观点也不构成任何投资建议会议严禁录音或转发否则将承担相应的法律责任国海证券就此保留一切法律权利在任何情况下国海证券及其员工对使用本次会议信息或内容所引发的任何直接或间接损失概不负责市场有风险投资时谨慎 主讲嘉宾提示本次会议中应避免传播尚未公开的内幕信息诋毁同行的言论确保会议内容合法合规各位投资者大家上午好我是这个国海经济电台的首席分析师张一路今天我们很荣幸地邀请到了中台国际的这个IR 劉董來跟大家分享一下近期公司的一個經營的情況中泰國際一直是我們大家重點關注的一個公司從今年持續屹立的海外訂單上來看其實也表現得非常突出在國際工程公司當中訂單增速也非常大 非常快然後從今年這個趨勢上來看我們覺得公司其實在運維和裝備上面比例 收入比例不管是收入还是利润的体量其实都在不管是体量还是占比其实都在明显地提升所以我们是觉得公司可能在今年在内需成压的环境下其实在海外的看点上面还是比较多的因为大家可能对公司已经比较了解了我们 ...

led Clean Energy Investment for Development in Africa Status and opportunities G7 ITALIA la a rernation V hergy . u= INTERNATIONAL ENERGY AGENCY | The IEA examines the | IEA member | IEA association | |----------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------|------------------------------------| | full spectrum | countries: | countries: | | of energy issues | | | | including oil, gas and coa ...

Oil 2024 Analysis and forecast to 2030 INTERNATIONAL ENERGY AGENCY | The IEA examines the | IEA member | IEA association | |----------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------|------------------------------------| | full spectrum | countries: | countries: | | of energy issues | | | | including oil, gas and coal supply and demand, renewable energy technologies, electricity markets, energ ...

永木纪委 21 June 2024 | 4:09PM EDT US Weekly Kickstart 2024 election outcomes and the prospect of tariffs could pose headwinds to stocks with international sales The first 2024 presidential debate will be held next Thursday, June 27th. Prediction markets assign a 42% probability to a Republican sweep. The policy outcomes from the election will likely impact the USD and the relative performance of equities with domestic vs. foreign sales. We analyzed company- level geographic sales data in our Portfolio Passport ...

金融高等研究院来共同承办这也是我们大金融市场沙龙的总地231期我是今天的主持人宋科我们今天的沙龙主题是释放新智生产力与大湾区创新金融中心的建设我们邀请到西班牙对外银行研究部亚太首席经济学家夏乐博士做主题的分享 此外呢我们还请了几位专家一块来做讨论他们分别是亚洲金融合作协会创始秘书长中国银行业协会原专职副会长闫再平先生中国人民大学国家金融研究院副院长何清教授京东经济发展研究院副院长朱太辉先生 澳门科技大学商学院林永嘉教授欢迎各位啊那我们下面把时间呢就交给夏乐博士那有请夏乐博士来做主题报告有请 谢谢 感谢宋院长的邀请和介绍那么今天非常荣幸能够参加这个人大深圳社会科学沙龙的第一奖我其实说是主讲但其实主要是起到一个抛砖引玉的这样的一个作用因为等一下会有更多的专家来针对这个 新制生产力这个主题还有大湾区的建设来进行这样一个深入的讨论那么其实我们这是一个系列未来还会有更多的专家参与我们的系列讲座都是围绕着新制生产力这一个主题那么现在我就跟大家分享一下屏幕请稍等 好的啊相信大家已经都看到了啊今天我讲的题目呢是释放新智生产力与大湾区国际创新中心建设啊 那么其实给一点背景的资料就是为什么会有一个想法要来研究这样的一个研究这样的 ...

我们邀请到加尔国际总裁孟总董事长助理周总董秘密董为我们进行近期经营情况的交流我们刚刚也看到公司发了一个减持公告然后这个市场可能会有一些疑问和担心麻烦孟总跟我们解读一下谢谢孟总好的好的谢谢谢谢黄总给组织今天的这么一个这个会议 跟大家进行一下沟通针对这一次的减持呢我觉得我们是比较有信心的跟大家说我觉得这是一个首先它就是一个很对我们来讲是觉得是一件非常正常的而且是没有什么不是没有任何觉得不好的一个信息包含在里面的这样的一个行为那么 因为既然都是我们的投资人的话再深层次的说一下我们为什么在这个现在提出来这个减持我觉得大家可能也都知道家有从上市17年批了到现在其实我们的减持行为是非常非常少的那么公司所有的管理团队也是我们的就主要的管理团队也是我们的股东大家也是这个公司的创始人和股东 都是齐心协力的把公司往一步一步的往好的方向在发展那么我们不断的在开拓自己的业务不断的在这个业务的范围公司的市场范围以及业务的类型就是扩展上在做不断的努力吧大家也能看到我们有很多的这种新市场以及新业务的开拓那么 现在去年的时候其实我们发过一次减持公告当时也是有一些我们希望在适当的点能够引述一些跟我们有协同效应的一些战略投资人使得公司发展的步伐 ...

我们邀请到加尔国际总裁孟总董事长助理周总董秘密董为我们进行近期经营情况的交流我们刚刚也看到公司发了一个减持公告然后这个市场可能会有一些疑问和担心麻烦孟总跟我们解读一下谢谢孟总好的好的谢谢谢谢黄总给组织今天的这么一个这个会议 跟大家进行一下沟通针对这一次的减持呢我觉得我们是比较有信心的跟大家说我觉得这是一个首先它就是一个很对我们来讲是觉得是一件非常正常的而且是没有什么不是没有任何觉得不好的一个信息包含在里面的这样的一个行为那么 因为既然都是我们的投资人的话再深层次的说一下我们为什么在这个现在提出来这个减持我觉得大家可能也都知道家有从上市17年批了到现在其实我们的减持行为是非常非常少的那么公司所有的管理团队也是我们的就主要的管理团队也是我们的股东大家也是这个公司的创始人和股东 都是齐心协力的把公司往一步一步的往好的方向在发展那么我们不断的在开拓自己的业务不断的在这个业务的范围公司的市场范围以及业务的类型就是扩展上在做不断的努力吧大家也能看到我们有很多的这种新市场以及新业务的开拓那么 现在去年的时候其实我们发过一次减持公告当时也是有一些我们希望在适当的点能够引述一些跟我们有协同效应的一些战略投资人使得公司发展的步伐 ...

Company and Industry Overview * **Company**: Yihai International * **Industry**: Food and Beverage, particularly in the field of instant noodles, seasoning, and vegetarian products. Key Points and Arguments 1. **Second Quarter Performance**: * **Growth Rate Slowdown**: The company experienced a slowdown in growth rate in the second quarter compared to the first quarter, attributed to changes in product structure and seasonal factors. * **Product Structure**: The main products in the second quarter were small lobsters and hotpot bases, which accounted for a relatively small proportion of the product structure. * **Seasonal Factors**: The hot weather in the second quarter negatively impacted the sales of hotpot bases. * **Overall Performance**: Despite the slowdown, the company's overall performance remained stable. 2. **Product Categories**: * **High Growth**: Seasoned sauce and hotpot bases experienced the highest growth rates, followed by vegetarian products and instant noodles. * **Low Price Range Products**: The company introduced low-price range products in the vegetarian category, which are gradually gaining consumer acceptance. 3. **Sales and Marketing**: * **Salesperson Incentives**: The company adjusted the incentives for sales personnel, leading to increased motivation and active interaction with channels and terminals. * **Online Channel**: The company's online channel experienced significant growth, driven by targeted marketing strategies and product promotions. 4. **Raw Material Prices**: * **Stable Prices**: Raw material prices remained relatively stable, with slight upward trends expected in the second half of the year. 5. **Gross Margin**: * **Flat**: The gross margin is expected to remain flat compared to last year, due to stable raw material prices and slight declines in the gross margin of affiliated parties. 6. **Capital Expenditure and Dividends**: * **Reduced Capital Expenditure**: The company plans to reduce capital expenditure this year, with a focus on maintaining a high dividend payout ratio. 7. **New Product Development**: * **Focus on Young Consumers**: The company's new product development is driven by the preferences of young consumers, with a focus on innovative flavors and packaging. 8. **Brand Positioning**: * **Kuaishou Xiaochu**: The company's brand positioning for Kuaishou Xiaochu is still evolving, with a focus on promoting the brand through collaboration with other brands. 9. **Profit Outlook**: * **Profit Growth**: The company expects double-digit growth in third-party revenue for the full year, driven by strong performance in the second half of the year. Additional Important Points * The company's overseas factory in Thailand has entered full production, with production capacity expected to increase gradually. * The company plans to continue expanding its online channel and exploring new growth opportunities in the vegetarian category.

Summary of the Conference Call Company Overview - The company is focused on the lead-acid battery sector since 1999 and has recently expanded into lithium battery production and technology to support green transformation in the industry [1][2]. Industry and Market Position - The company has established a global production network with factories in China, Vietnam, Mexico, India, and Malaysia, which helps meet overseas customer demands and reduces transportation costs [2]. - The main product segments include: - **Backup Batteries**: Primarily for telecommunications, UPS data centers, alarms, and renewable energy systems [3]. - **Automotive Starting Batteries**: Comprising 27.4% of total sales, serving both electric and traditional fuel vehicles [3]. - **Recycling Business**: Servicing both internal and third-party manufacturers [4]. - **Power Batteries**: Providing stable cash flow for low-speed vehicles and industrial applications [4]. Financial Performance - In 2023, the company reported revenues of 13.47 billion, a year-on-year increase of 4.9% [13]. - Net profit reached 568 million, up 12.9% year-on-year, with a gross margin increase from 12.4% to 14.4% [14]. - The dividend payout for 2023 was 0.01 per share, with a payout ratio of 25.6% [15]. Customer Base and Growth - The customer base includes major telecommunications companies and data centers, with new clients like Amazon and Century Internet added in 2023 [6]. - The company has a significant market share in the backup battery market, holding 32% in China, with 50% of these batteries used in data centers [25]. Strategic Initiatives - The company is focusing on product diversification, particularly in lithium and lead-carbon batteries, aiming for lithium battery revenue to reach 50% within five years [31]. - Recent acquisitions include a 70% stake in Tianjin Jieshi and Shunde, enhancing production capacity and market share in the Japanese automotive sector [27]. Future Outlook - The company plans to expand its lithium battery production lines and establish a logistics management center in Singapore to enhance international operations [29][35]. - The focus on data centers and AI-driven growth is expected to increase demand for battery products significantly [60]. Challenges and Risks - The company faces challenges from rising raw material prices, particularly lead, which has seen significant price increases recently [67]. - Tariff policies in the U.S. on electric vehicle batteries may impact growth, but the company has mitigated risks through its global manufacturing footprint [46][47]. Conclusion - The company is well-positioned in the battery industry with a strong focus on innovation, customer proximity, and strategic growth through acquisitions and product diversification. The outlook remains positive, driven by increasing demand in data centers and electric vehicles, despite potential challenges from raw material costs and regulatory changes.