好的各位投资者大家早上好我是中泰一号的朱佳琪非常欢迎大家在周一早上的这个时间来参加成都天岛2024年三级报业绩交流的电话会议今天在线上的还有我们团队的邵玉一同主持的还有中京明升海通国盛采通国信国金东北的 其他创商的医药的老师那今天的话我们也是非常荣幸的邀请到了成都仙道公司的董事长李静博士、财务总监刘总、董秘耿总以及IR朱总来跟我们一起对《曾记报》做一个交流解读 那么千岛也一直是我们中泰医药重点覆盖和推荐的标的那我们也看到了公司在这个今年的这个前三季度虽然整体的这个大的宏观环境包括医药的环境其实都面临一定的压力但是公司还是取得了这个20%以上的这个营收的增长那么规模和这个扣费利润其实都实现了非常亮眼的这个 呃改善的这个呃这个业绩那尤其是扣费的话是实现了这个大幅的一个增长啊那同时我们也看到呃公司是持续加大在Dell领域的一个深度合作那么也是不断开拓Dell和AI的这个呃这个应用那后续的话我们也是呃持续看好公司在今年包括未来的一个持续的恢复和发展 接下来的话我们就先有请公司的领导对我们进行2024年前三季度整体的经营的数据包括四季度和明年的一个更加详细的展望后续的话我们再进入到创商老师以及投资者的一个提问交流的一个 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report focuses on the green transportation transformation in Chengdu, emphasizing the need for a low-carbon transportation structure to align with new development concepts [2] - Over the past five years, the report has tracked transportation characteristics in Chengdu, providing a longitudinal analysis of travel patterns and the effectiveness of transportation governance [2][8] - The total daily travel volume in the "12+2" area reached 19.39 million trips in 2023, reflecting an 8.4% increase compared to 2022 [23] - Public transportation's share of motorized travel rose to 53% in 2023, indicating a recovery post-pandemic [26] Summary by Sections Research Overview - The report targets three green transportation modes: rail transit, conventional buses, and shared (electric) bicycles, with supplementary analysis on car travel [6] - The research area includes "5+1" and "12+2" regions, focusing on the dynamics of travel characteristics within these zones [6][8] Five-Year Exploration Summary - The report has expanded its research scope and continuously tracked travel characteristics in the "5+1" and "12+2" regions since 2019 [8] - Data collection has evolved to include various sources such as mobile signaling, bus card swipes, and shared bicycle data, enhancing the comprehensiveness of the analysis [9][11] Daily Travel Characteristics - The total travel volume in Chengdu's "12+2" area reached 19.39 million trips per day in 2023, with a notable increase in cross-district travel [23][24] - Public transportation's share of motorized travel increased to 53% in 2023, recovering from previous declines due to the pandemic [26] - The average travel distance for rail transit was 11.4 km, with an average travel time of 32.2 minutes in 2023 [28] Travel Mode Characteristics - Rail transit daily ridership reached 5.97 million trips in 2023, showing a 50% increase compared to 2019 [36] - Conventional bus ridership rebounded to 3.09 million trips per day in 2023, marking a significant recovery post-pandemic [38] - Shared bicycle usage averaged 2.44 million trips per day in 2023, with a growing proportion of rides serving as connections to public transport [41] Scenario Characteristics - The report highlights the increasing reliance on rail for long-distance commuting, while bus and bicycle commuting times have slightly increased, indicating a minor decline in overall commuting efficiency [51]