非常感谢大家的时间因为昨天早上八点钟我们其实给大家更新过小鹏的这个科技节的总结以及那个观点重申那么昨天晚上这个PCR的发布确实是非常超预期所以我们也还是今天早上再占用一下大家的一个时间 首先就是今天早上跟大家汇报的我觉得还是想这个闲点重点的提示一下大家我们不是因为昨天可能买上美股就是涨幅非常大这个我觉得是确实应该是要引起大家关注但更重要的我们会认为对于一个真正的五到十倍股的车企来说它的第二款车的成功的那一刻就是我们认为大家就是最佳的第一个优秀车的真正的买点 这应该是作为一个分析我们认为应该是要跟大家非常非常重点的一个提示的因为在五到十倍股的一个整体股来说他的前两款车应该是充满非常非常多质疑的基本上都是在大家觉得他要挂掉的这种绝望的就是情绪下诞生的所以前两款车要想让大家去凭信仰去买对大部分人来说确实是不值得去或者说是很难反人性去做这个事情的但是现在昨天晚上以PC加的这个 就是无论是在现场看的还是在线上看的大家应该都还是会非常兴奋的尤其是在现场看的这个感受我们认为是非常不一样的那么今天汇报的这个PPT的标题呢我也改了因为之前我们不敢改就是不敢这么用智能化时代的BID这样子的一个 标签或者说这样子的一个简单几个字去 ...

我是中泰汽车首席何俊毅今天我和我的搭档翁岳跟大家一起主持我们的策略会长征汽车的线上探讨今天我们非常的荣幸邀请到我们公司的领导郝硕总跟大家一起线上交流然后今天的会议的话我们还是先让郝硕总对于公司的一个近期的三级六包括近期的销量然后以及当下年底的话就是 包括明年的一些这种车型或者说这种经营目标的一些预期然后做一个大概的介绍然后之后的话各位投资者有需要探讨的话可以举手提问郝师总那上面先由您来介绍一下好的感谢郝总的开场我先简单介绍一下公司情况和未来的展望后边呢欢迎大家向我进行提问 今年的第三季度公司市场营收是508.25亿元房地产市场增长额5%综合谋划率达到20.8个百分点连续三个季度超过20%规模增利润是3.5亿元也是连续三个季度规模增利润突破30亿元的一个930平新能源特权的销售是接近8万台 同比是增长8.1%海外的销售是12.3万台同比是增长了40%20万以上的市场的话销售是72万台同比是增长了9%左右的市场再来看今年前三季度前年来看的话公司营收是1422.54亿元同比是增长19%也是创下了一个历史的新高 净利润的话呢是104.29亿元同比呢也是增长了109%的一个中销水平啊扣费公平利润的话呢是84亿元的一个推 ...

Ladies and gentlemen, thank you for standing by for Autohome's third quarter 2024 earnings conference call. At this time, all participants are in listen-only mode. A question and answer session will follow management's prepared remarks. As a reminder, this conference call is being recorded. If you have any objections, you may disconnect at this time. A live and archived webcast of this earnings conference call will also be available on Autohome's IR website. It is now my pleasure to introduce your host, Sun ...

这是来持续跟大家推荐的今天呢我觉得也非常重要因为昨天公司也召开了一年一度的这个科技日这次科技日我们是会认为应该说对于整个小鹏来说还是非常重要的一个选择点吧也是小鹏对于未来十年的一个技术发展思路通过这次科技日我们 看下来其实是感受到了公司整个的一个未来十年的一个发展的初心吧其实都已经越来越成形了对我们是整体感受是会非常超我们的一个预期的那么对于小鹏的整个的一个 就是推荐的话我们还是整体维持我们七分以来的一个判断吧会认为啊小鹏现在在新的一轮的这个荒谬的一个周期啊那么延长不短吧对嗯短板的话在过去的mona这款车上大家也看到了然后长板支架这块我们会认为是在PC加一些后续事情大家也会进一步的看到他的支架这块的一个长板整体对于公司的一个啊投资建议的话当前深点他依然是我们整个整合板块最看好最索退的一个 整车的标记也是未来三年我们会论为即目前我们自己的认识范围内去判断的话也是最有可能就是整车股里面下一个五到十倍股的一个整车股吧对那么对于发布会的这个 那个细节来看,我们总体还是围绕着公司昨天讲的一个整个思路吧,第一个我觉得是全球化,这是公司可见日一上来最开始花了少部分时间强调的,我觉得非常重要的一点就是公司小鹏的全球化的打法可 ...

Key Points Industry or Company Involved - **Company**:长安汽车 - **Industry**:Automotive Industry, particularly focusing on electric vehicles (EVs) and new energy vehicles (NEVs) Core Views and Arguments - **Sales Performance**: - October sales reached 251,000 vehicles, a year-on-year increase. - Year-to-date cumulative sales reached 2.156 million vehicles, a year-on-year increase of 2.1%. - NEV sales reached a historical high of 85,000 vehicles in October, with a year-on-year increase of 46.4%. - Autonomous driving brand AITO achieved a monthly delivery of over 10,000 vehicles in October, a year-on-year increase of more than 100%. - **Product Launches**: - SDA architecture-based AITO 107 launched. - AITO 12 dual-power version released on November 2. - AITO 11 facelift version to be launched soon. - Deep Blue brand to launch its first large six-seater product in the first quarter of 2024. - Deep Blue to complete its first-phase product layout with 6 models by 2025. - AITO to launch 4-5 models in the first phase, aiming for a cumulative sales volume of over 200,000. - **Marketing and Sales**: - AITO's marketing touchpoints have exceeded 400, with plans to expand to 470 by the end of the year. - AITO's overseas sales reached 30,000 vehicles in October, a year-on-year increase of 61.8%. - Overall overseas sales target for the year is 480,000 vehicles, with NEVs accounting for 380,000-400,000. - **Financial Performance**: - Third-quarter NEV penetration rate continued to rise, and average unit revenue increased sequentially. - Gross margin showed a year-on-year increase. - Company expects industry to grow by 1% to 3% next year, with full-year targets set higher than industry growth rate. - **Strategic Planning**: - Origin brand to launch 3-5 new models next year, including 3 new products. - Deep Blue to launch a flagship SUV (code Z798) and 2 sedan products next year. - Deep Blue to achieve a cumulative sales volume of 400,000-500,000 in the first phase of product layout. - AITO to launch 116 in the first quarter of 2024 and plan to launch 7 new models over the next three years. - Changan FAW to launch at least one new NEV product annually by 2030. - Changan FAW to achieve a cumulative sales volume of over 200,000 in the first phase of product layout. Other Important Content - **Outbound Investment**: - Company has a "152" strategic layout with five strategic攻坚 and cultivation markets: CIS, Middle East and Africa, South America, Southeast Asia, and Europe. - Sales contribution from CIS, Middle East and Africa, and South America is significant. - Thailand factory to be completed in the first quarter of 2024, with an initial capacity of 100,000. - Company to expand into Australia and New Zealand in Southeast Asia next year. - Overall overseas sales target for the year is 480,000 vehicles, with NEVs accounting for 380,000-400,000. - Company plans to enter the European market next year. - **Supply Chain Costs**: - Company's annual reduction in procurement costs has been increasing sequentially. - Company aims to achieve a significant increase in the absolute value of cost reduction compared to last year. - Company expects a good performance in the fourth quarter. - **Fuel Vehicle Business**: - Company will not launch new fuel vehicle products but will update existing products. - Company will adjust the CS55PLUS and UDV models next year to improve overall product formation rate. - Company will maintain its fuel vehicle business to smoothly transition through the electricization and intelligentization transformation period.

Ladies and gentlemen, thank you very much for joining us today. Now we would like to begin our press media briefing on Fiscal Year 25 Q2 Financial Results Briefing. I am EDA from Corporate Communications. It is my pleasure to serve you as your emcee today. First of all, I would like to invite General Manager Yamamoto of Finance Division for the outline of the financial results. We would like to express our heartfelt appreciation to our customers around the world who chose us as well as our shareholders, dea ...

Mr. Uematsu is going to present the outline of the results of the FY2025 and the full year outlook of the FY2025, followed by Mr. Fujimura to present details of the financial results. Mr. Uematsu, the floor is yours. Thank you very much for your understanding of our business activities, as usual. Let me present our second quarter results of FY 2025. Starting with the highlights, operating profit of the first half of FY 2025 was 742.6 billion yen, with operating profit margin at 6.2 percent. The unit sales o ...

Ladies and gentlemen, thank you for standing by for Autohome's third quarter 2024 earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow management's prepared remarks. As a reminder, this conference call is being recorded. If you have any objections, you may disconnect at this time. A live and archived webcast of this Earnings Conference call will also be available on Otterholm's IR website. It is now my pleasure to introduce your host, ...

摘要 • 理想汽车在 2024 年第三季度取得了显著的业绩增长，交付量达到 15.2 万辆，同比增长 45.4%，创下季度交付新高。公司累计销量突破百万辆， 成为中国首家累计销量超过百万辆的中国豪华汽车品牌。 • 理想汽车在 20 万元以上价格区间的新能源汽车市场中，市占率提升至 17.3%，创下历史新高，并首次超过多家传统欧洲豪华品牌，跻身前三。 • 理想汽车在自动驾驶技术方面取得了重大进展，端到端和 VOM 双系统自动 驾驶架构已于 10 月份向超过 32 万名 AD 版用户全量推送。自 7 月份全国 无途安危推送以来，仅历时三个月，公司实现了 ATM 技术站更新，模型训 练数据规模从 100 万提升至 400 万次克里斯，平均接管里程翻了 2.5 倍。 • 理想汽车在零售网络和充电网络建设方面持续扩张，截至 10 月底，公司 在全国 144 个城市运营 475 家零售中心，全国总展位数已超过 3,000 个， 并预计年底将进一步提升至 3,600 个以上。在充电网络建设方面，全国已 开放运营 1,000 座超充站，配备近 5,000 个超充桩，高速超充站数量达到 582 个。 • 2024 年第三季度， ...

摘要 • 吉利汽车在公司治理结构方面经历了重大转变，从分拆独立品牌 IPO 转 向聚焦港股上市平台（代码 0,175），并发布了台州宣言，强调战略整合 和协同，旨在提高资源利用效率，减少利益冲突，并修复 175 的估值折 价。 • 台州宣言提出围绕汽车主业强化软硬件布局，共享基础技术与核心零部件， 实现科技生态领域的协同，这将进一步明晰各品牌定位，优化股权关系， 提高整体运营效率，从而提升公司的市场竞争力和投资吸引力。 • 吉利汽车近期收购了浙江豪情汽车制造有限公司，此举有助于大幅减少关 联交易，提高公司治理水平，消除此前被外资投资人诟病的大额关联交易 问题，提升企业内部评级，增强外资基金对公司的信心。 • 吉利汽车未来的发展重点包括聚焦主业、优化资源配置、提升品牌价值、 改善公司治理和国际化布局，这些措施将增强公司的市场竞争力，提升企 业价值，为股东创造更大的回报。 • 吉利汽车在公司治理方面进行了显著优化，通过收购迅速解决了长期存在 的公司秩序问题，改善了公司治理结构，这一举措对于吉利汽车的股东， 尤其是老股东来说，是非常振奋人心的消息，对于新投资者而言，也标志 着吉利可能从估值折价或平价逐步走向溢价。 ...