
Search documents
戴尔科技25财年季度业绩交流会
第一财经研究院· 2024-06-03 08:33
戴尔科技 财年第一季度业绩交流会 原文 25 240531_ 2024年06月03日14:50 发言人1 00:03 Good afternoon, and welcome to the fiscal year two down two five first call or fancier sult cfds callfordealetechnologies,inc. 发言人2 00:12 ID like inform all participant. This call is be required at the request of gale technologies. This broadcast is the copyright a property deale technologies inc. And reborn as on this information in hole a 怕围绕 the privy it information of deltanet logis is prohibited from loing prepare the mark。 发言人1 00:37 Ifyouhave ...
达乐24年季度业绩交流
第一财经研究院· 2024-06-03 03:46
Good morning. My name is Donna, and I will be your conference operator today. At this time, I would like to welcome everyone to the Dollar General first quarter 2024 earnings call. Today is Thursday, May 30th, 2024. All lines have been placed on mute to prevent any background noise. Today's call is being recorded. Instructions for listening to the replay of the call are available in the company's earnings press release issued this morning. I would now like to turn the conference over to Mr. Kevin Walker, Vi ...
安霸25财年季度业绩交流
第一财经研究院· 2024-06-03 03:45
Thank you for standing by and welcome to the Amparella's first quarter fiscal year 2025 earnings call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you'll need to press star 11 on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press star 11 again. As a reminder, today's program is being recorded. And now I'd like to int ...
苏垦农发23年度暨4年季度业绩说明
第一财经研究院· 2024-06-03 03:44
Summary of the Conference Call Company and Industry Involved - The conference call pertains to the company "Scotland Culture" and its performance for the fiscal year 2023 and the first quarter of 2024 [1] Core Points and Arguments - The call was led by the company secretary, Li Zheng, who welcomed investors and introduced key attendees including Chairman Zhu Yadong, Director Ding Gao, and CFO Cao Yinglun [1] Other Important but Possibly Overlooked Content - The conference call included three segments, although details of these segments were not provided in the excerpt [1]
中粮糖业23年度暨4年季度业绩说明
第一财经研究院· 2024-06-03 03:32
Summary of COFCO Sugar Industry 2023 Annual and Q1 2024 Earnings Call Company Overview - COFCO Sugar Holdings Co., Ltd. is a domestic A-share listed company controlled by COFCO Group, specializing in grain, oil, sugar, cotton, and dairy products [1][2] - The company is a global leader in sugar production and trade, operating a full industry chain model that includes sugar import, port refining, domestic trade, and logistics [1][3] - COFCO Sugar operates 16 sugar and refining factories in China and one overseas factory in Queensland, Australia [1][3] Financial Performance - In 2023, COFCO Sugar achieved a revenue of 33.114 billion yuan, a year-on-year increase of 24.53% [5] - The net profit attributable to shareholders was 2.073 billion yuan, up 177.04%, while the net profit excluding non-recurring items was 2.098 billion yuan, increasing by 232.55% [6] - For Q1 2024, the company reported a revenue of 7.811 billion yuan, a significant year-on-year growth of 62.84% [7] - The net profit attributable to shareholders for Q1 2024 was 440 million yuan, reflecting a growth of 60.71% [8] Business Segments - The sugar business generated revenue of 30.254 billion yuan in 2023, a 23% increase, while the tomato business revenue reached 2.642 billion yuan, growing approximately 42% [7] - The company has established a comprehensive industry chain for tomato processing, including seed research, planting, initial processing, deep processing, and sales [2][3] Strategic Initiatives - COFCO Sugar emphasizes a market-oriented approach, focusing on customer needs and integrating agricultural, production, and research sectors to enhance competitive advantages [10][11] - The company has implemented a modern sugar industry system, ensuring strategic coordination across upstream supply, midstream processing, and downstream marketing [11] - A robust research and development system is in place to identify market trends and optimize purchasing strategies, thereby reducing costs and stabilizing performance [12] Operational Highlights - In 2023, the company proactively secured sugar raw material supply, achieving record high raw material acquisition volumes for both beet and cane sugar [15][16] - The Zhangzhou sugar refinery is nearing completion, expected to begin trial operations in Q2 2024, enhancing the company's capacity in the southeastern coastal region [17][18] - The company is expanding its large-pack tomato sauce production line, which is set to be operational within the same year [18][19] Sustainability and ESG Efforts - COFCO Sugar is committed to corporate social responsibility and sustainable development, aligning with national policies and maximizing comprehensive value [26][27] - The company has completed its first ESG report and initiated ESG awareness campaigns to integrate ESG principles into its strategic planning [28][29] - Currently, COFCO Sugar operates three zero-carbon factories, demonstrating its commitment to sustainability [30] Conclusion - COFCO Sugar's strong financial performance, strategic initiatives in operational efficiency, and commitment to sustainability position the company favorably for future growth in the sugar and tomato processing industries [5][6][26]
苏垦农发2023年度暨2024年季度业绩说明会
第一财经研究院· 2024-06-02 15:37
Summary of Conference Call Records Company Overview - The company, established in November 2011, operates as a large state-owned agricultural enterprise with a full industry chain covering concentrated planting, agricultural product processing, and social agricultural services. The company manages over 1.295 million acres of farmland across multiple cities in the province and was listed on the Shanghai Stock Exchange in May 2017 [1] Financial Performance - For the fiscal year 2023, the company reported total revenue of 12.168 billion yuan and a net profit attributable to shareholders of 816 million yuan. In the first quarter of 2024, revenue reached 2.336 billion yuan with a net profit of 189 million yuan [1] - The total grain and oil crop production for 2023 was 2.737 billion pounds, with a self-owned base grain yield of 2,481 pounds per acre [1] - As of the end of the first quarter of 2024, the company's total assets were 14.291 billion yuan, a decrease of 0.94% year-on-year, while net assets attributable to shareholders increased by 1.95% to 6.759 billion yuan [1] Production and Operational Highlights - Grain production reached a new high in 2023, with total production of 2.737 billion pounds and a self-owned base yield of 2,481 pounds per acre [1] - The company has focused on cost control and efficiency improvements through enhanced technology and management practices [1] - Implementation of a drone operation quality monitoring system to reduce production costs and improve sowing quality [1] - The company is actively responding to national carbon peak and carbon neutrality strategies, promoting agricultural emission reduction and carbon sequestration [1] Performance of Leading Enterprises - Dahuazhongye sold 600,000 tons of various crop seeds in 2023 and was recognized as a national crop seed revitalization enterprise by the Ministry of Agriculture and Rural Affairs [1] - Sukang Rice Industry processed 438,600 tons of rice and was awarded as an electronic enterprise in the rice industry chain by the provincial agricultural department [1] - Sukong Farmer achieved fertilizer sales exceeding 1 million tons, serving over 10,000 large households and covering over 10 million acres with social services [1] Project Development and Research - The company is advancing an integrated expansion strategy, providing full-process closed-loop services to large growers [2] - Successfully acquired quality assets from Jiangsu Longwei Grain and Oil Industrial Co., planning for asset upgrades [2] - Leading four major projects including national key R&D plans and establishing 22 agricultural technology projects [2] Internal Management and Safety Assurance - The company has established a compliance system and strictly implemented collective decision-making processes to enhance information disclosure and investor relations [2] - A robust risk control system has been developed, focusing on audits, inspections, and internal controls [2] - An ecological and environmental protection inspection team has been formed to ensure ongoing environmental protection efforts [2] Profit Distribution Plan - The profit distribution plan for 2023 includes a cash dividend of 3 yuan per 10 shares (tax included), totaling 413 million yuan, which accounts for 50.65% of the net profit attributable to shareholders [3] - Cumulatively, the company has distributed 2.21 billion yuan in cash dividends since its listing [3] 2024 Business Plan - The company aims for consolidated revenue of 14 billion yuan, total profit of 950 million yuan, and net profit of 900 million yuan in 2024 [3][5] - The focus will be on deepening long-term stability and expansion, enhancing industrial support, and transitioning from production increase to efficiency improvement [5] - The company plans to leverage investment opportunities during economic downturns through mergers, industry cultivation, and structural optimization [5] - Emphasis on green transformation and brand expansion, promoting clean agricultural production and sustainable resource utilization [5][6] Q&A Insights - Leading enterprises under the company have effectively navigated market challenges and met key economic targets for 2023 [4] - The company is making significant progress in project construction and research support, with a focus on providing comprehensive services to large growers [4] - Internal management measures include enhancing compliance, risk control, and safety assurance [4]
618大促阶段数据解读:国货崛起质价比消费新趋势
第一财经研究院· 2024-06-02 14:43
浙商证券研究所提醒您一本次电话会已经面向浙商证券研究所签约的机构投资者以及受邀客户第三方嘉宾发言内容仅代表其个人观点所有信息或所表述的意见均不构成对具体证券在具体价位具体时点具体市场表现的判断或投资建议 2、嘉宾所说信息或所表述的意见均不构成浙商证券研究所研究观点如果嘉宾发布的观点和浙商研究所发布的观点有分歧或不一致这也仅作为一种不同的研究视角供投资者参考3、依照监管要求和保密原则,未经合法授权,严禁录音、记录、转发 感谢您的理解和配合若本次交流内容不慎流出或涉嫌违反上述情形的我们将保留追究法律责任的权利再次感谢您对浙商证券的理解和配合谢谢各位投资者大家晚上好我是浙商证券的玛丽今天是6月2号大家对618 还是非常的关注的但是今年的618呢跟往年又呈现出来了一些不太一样的一些特点比如说像今年的这个618直接开始限货开售取消了预售并且时间也比上一年要提前了不少那显然这个虽然说今天已经是6月2号了数据已经出来了一些但是这个数据呢它同比上的意义可能又没有那么大 那怎么样能够根据这种已经出来的一些数据就消费当中大家跟这个618相关性比较强的一些行业包括每户仿佛宠物还有这些清宫里头的类似于像智能马桶个户包括零食这样的一些 ...
中盐化工[.SH]2023年度暨2024年季度业绩说明会
第一财经研究院· 2024-06-02 04:20
尊敬的各位投资者大家上午好欢迎参加中研化工2023年度暨2024年第一季度业绩说明会我是公司董事会秘书财务总监陈云泉在此感谢上海证券交易所上诊漏业中心为公司搭建这样一个与投资者交流的平台 同时也对各位投资者参与本次业绩说明会表示衷心的感谢与热烈的欢迎出席今天业绩说明会的有公司董事长周建先生我本人以及证券事务代表孙荣荣先生公司杜力董事赵元龄女士在网络互动环节与各位沟通交流本次业绩说明会 共有三个部分首先是观看公司的宣传片接下来对公司2023年度及2024年度一季度经营业绩情况进行说明最后是投资者论坛环节公司将针对投资者关心的一系列问题来和大家进行网络上的交流也希望今天的业绩说明会能够让大家 进一步的了解中研化工的第一情况和投资价值首先请各位观看公司的宣传片奔腾不息的九曲黄河畔边 巍峨连绵的赫兰山脚下圣洁神秘的吉兰太盐湖让千年盐脉散发出不朽的光芒这颗北疆秘境中悔叹的沙漠明珠正照耀着中盐类蒙古化工股份有限公司在中国盐化工领域一路致风沐雨 砥砺奋进 发展之基融合聚力争取奋斗作为融获全国文明单位上市公司中国百强企业奖的中研内蒙古化工在圆满完成重大资产重组后 以崭新的姿态秉持深化改革精益求精旗帜增盈行业引领战略方针和建设 ...
汾酒[.SH]2023年度暨2024年季度业绩说明会
第一财经研究院· 2024-06-02 04:19
you you you you so so you you Dear investors, good afternoon. Welcome to the first quarter of the 2023 and 2024 Shaanxi Fenjiu performance briefing. Today, let's meet in Yongduang to interact with each other by video and text. Thank you for your support. Thank you for Shanzhen Luyan Center for providing us with the platform. Since April 26, 2024, after the first quarter of the year report and the first quarter of the year report in 2023, the company has communicated with investors in many ways, including ho ...
苏垦农发[.SH]2023年度暨2024年季度业绩说明会
第一财经研究院· 2024-06-02 04:18
尊敬的各位投资者大家上午好我是苏格兰文化董事会秘书李正非常欢迎大家来参加公司2023年度暨2024年第一季度业绩说明会出席今天业绩说明会的嘉宾有公司董事长朱亚冬先生公司董事董经理丁高先生主力董事现任教授财务总监曹英伦先生本次说明会共有三个环节 首先是公司董事长朱亚冬先生致辞然后由公司董事总经理丁高先生来介绍公司二零二三年度及二零二四年度第一季度业绩情况并进行解读第三是回答投资者提问下面请公司董事长朱亚冬先生致辞尊敬的各位投资者大家上午好四季更替 风物藏心回顾过去的一点我们出力奋发独行不贷经历无数挑战与奋斗作为一家深耕农业领域的上市公司我们播种着绿色的希望承载着丰收的梦想肩负着保障国家粮食安全的责任致力于打造农业全产业链 一流上市公司我们坚持以习近平新时代中国特色社会主义思想为指导全面贯彻落实江苏省委省政府省国资委的决策部署坚持以市场需求为导向以科技创新为驱动以可持续发展为目标努力提升农业产业的 综合竞争力在过去的一年里公司在各位的努力和支持下取得了令人瞩目的业绩2023年度实现营业总收入121.68亿元归属于上市公司股东经理人8.16亿元在2020年第一季度实现了营业收入23.36亿元归属于上市公司股东经理人 ...