各位投资者大家晚上好啊我是招商通信的梁珊佳本次会议呢由我的同事孙嘉芹和我一起和大家汇报我们的这个这次Big Seek和整个对这个AI和云和这个IPC的一些相关的一些观点啊那我们也是知道啊其实这个开年之后啊又是开年每年的这个开年呢这个应用呢都会给我们惊喜啊去年SORA啊包括今年的这个呃 然后其实我们也看到了还有deepseek的这个内卷之下又会刺激了整个大模型和应用的一个高速发展我们也看到现在Google也是在这个deepseek之后也放了大招它的这个大模型Gemini 2也是非常的强然后同时也让那个法国 法国那边的欧洲的大模型也出来了所以大模型的竞争让应用在快速的进化然后应用的一个快速进化我们也看到了就会刺激对infra的一个需求对基础设施的一个需求所以我们最近这个时候我们可以看到这样的一个比较好的一个聊天循环这是一个就是我们看到整个大模型越来越好的大模型在内卷中进化的越来越快 然后这是第一个第二个呢我们在使用deepseek的时候我们相信啊后面也许会有更多的一个市场会出来你的这个用户的这个市场会迅速的一个增加那这里面更重要的一个事情是在国内你可以看到呃那个企业啊所有的企业在纷纷的主动那个部署deepseek ...

大家好非常感谢大家参加系列电话会议那么今天呢呃由我和房领从来重点汇报一下AI对燃气轮机行业需求的拉动以及相关的投资机会我是国际机械满载棚呃首先我来汇报一下整体的观点那么我们这一轮是AI数据中心的扩张我们认为会对全球的燃气轮机整体度带来一个 非常高的一个增长首先全球数据中心大规模扩张一方面它直接导致了电力的需求高增另外就北美市场来说北美的燃气轮机是相对主流的发电方式在北美的供电里面占比能占到45%到50%可以说是本身就有非常重要的地位那么从数据中心的角度来说因为数据中心对 对供电的稳定性要求更高所以燃气轮机在这个建设速度快发电稳定启动速度快呃成本相对比较低这一方面是具备优势所以其实在这个数据中心里面我们认为是供电非常重要的这个方案所以看好燃气轮机需求的一个长期的上行那么就行业弹性上来说2019年到23年全球燃气轮机的年均销量在40G瓦左右在40G瓦上下那么到 24到26年全球燃气轮机的需求根据三菱重工的预测会提升到60G瓦就有一个比较大幅度的一个上行那么其中单北美的AI新增用电量对应的燃气轮机需求2025年我们测算是有12个G瓦相比全球来说会有一个大概30%左右的弹性那么如果只看北美市场的话 是一个接近三倍这么 ...

下面开始播放免责声明本次变化会议服务于西南研究所白名单客户不构成投资建议本公司不对投资者使用本次会议内容所导致的投资损失承担任何责任专家发言内容仅代表专家个人观点不代表本公司观点未经本公司事先说明许可任何机构和个人不得以任何形式复制刊载转载转发引用本次会议内容否则由此造成的一切后果具法律责任 由该机构或个人承担对公司保留追究其法律责任的权利大家好欢迎参加西南研究治愈未来拥抱AI系列专题培训第二期AI服务器PCB与GTL结构拆解与技术趋势展望目前所有参会者均处于静音状态现在有请主持人开始发言谢谢各位领导同事下午好我是西南证券电子组研究员白嘉一 从整个大的PCB架构来看的话实际上就是有三款PCB构成上层版的母板叫Motherboard然后加上一颗GPU的8颗OM卡然后OM卡会插到Universal Storage的背板上这样的一个设计的话主要是母板去进行一个不同的图建和配件的一个连接然后UVB的话就主要实现包括像OM和UVB和NVSwitch线的一个通讯互联 然后OM它本身是一个加速卡的主体模块然后通过插槽的方式插到UVB上回到PCB设计层面来看我们看到整个PCB的工艺工艺难度来看的话像CP5版和UVB使用的是一 ...

Summary of Conference Call Notes Industry Overview - The discussion revolves around the medical imaging industry, specifically focusing on the implementation of a new medical insurance policy related to imaging cloud indexing and its implications for the industry [1][2][3]. Key Points and Arguments 1. **Impact of Medical Insurance Policy**: The new policy aims to reduce redundant imaging checks in the healthcare system, which is a significant issue in China, leading to wasted family healthcare funds [2][3]. 2. **Standardization of Imaging Procedures**: The necessity for a standardized imaging operation guide and database is emphasized to facilitate data indexing and interoperability between different medical institutions [5][7]. 3. **Digital Imaging Storage**: Transitioning from physical film to digital imaging is crucial for improving the accessibility and clarity of medical imaging data across different healthcare facilities [4][10]. 4. **Data Ownership**: Medical imaging data ownership belongs to patients, while medical institutions are responsible for its storage and management [14]. 5. **AI in Medical Imaging**: The integration of AI in medical imaging is highlighted as a means to enhance diagnostic accuracy and efficiency, with potential applications in various stages of patient care [21][22][23]. 6. **Market Dynamics**: The discussion touches on the competitive landscape of the medical imaging industry, noting that while there are high entry barriers, the market is expected to see more players due to the growing demand for imaging services [51][52]. 7. **Data Assetization**: The potential for monetizing medical imaging data through assetization and trading is discussed, with the expectation that a market for such transactions will develop as regulations evolve [35][36][37]. 8. **Collaboration with Government**: The company expresses willingness to collaborate with policymakers to establish standardized practices and contribute to the development of national standards [10][44][46]. Additional Important Content - **Challenges in Implementation**: The transition to digital imaging and the establishment of standardized practices face challenges, including the need for local adaptation and the complexity of integrating various systems [12][13]. - **Future of AI in Imaging**: The potential for AI to replace certain diagnostic functions traditionally performed by radiologists is acknowledged, with ongoing developments in AI models aimed at improving diagnostic capabilities [31][57]. - **Patient-Centric Approach**: The focus on patient needs and the importance of making imaging services more accessible and efficient is a recurring theme throughout the discussion [50][39]. This summary encapsulates the critical insights from the conference call, highlighting the evolving landscape of the medical imaging industry and the strategic initiatives being undertaken to enhance service delivery and operational efficiency.

Summary of Conference Call Transcript Company Overview - The company is involved in multiple sectors including electronic materials, biodegradable and bio-based materials, and specialty materials. [1][8][10] Key Points and Arguments Industry and Product Developments - The company plans to launch 200,000 tons of new EV (ethylene-vinyl acetate) production capacity and 100,000 tons of PoE (polyolefin elastomer) by 2025, contributing to revenue growth. [1][10] - The PLA (polylactic acid) integrated project initiated in late 2014 is expected to contribute to profits by 2025. [1][10] - The electronic materials segment is being developed into a multi-category platform, including various materials such as photolithography resins. [2][11] Market Trends and Pricing - The raw material prices for coal are currently between 950 to 1,000, which positively impacts profitability, estimating a contribution of approximately 200 million if prices drop by 100. [5][18] - The EVA price has stabilized around 11,000, showing a recovery from previous lows, with expectations for further normalization in pricing. [6][16] - The domestic demand for EVA is approximately 3.1 million tons, with a significant portion still reliant on imports. [14][15] Financial Performance - The company anticipates a gradual improvement in overall performance, with a focus on project construction and investment in new directions. [7][11] - The electronic materials segment is projected to generate revenues of around 10 billion, with a gross margin of approximately 50%. [35][36] Strategic Focus - The company is prioritizing high-margin electronic materials and biodegradable materials, aiming for a diversified product portfolio to mitigate risks. [11][19][41] - Future growth is expected in sectors such as renewable energy materials, including lithium batteries and photovoltaic materials, driven by the dual carbon strategy. [40][46] Challenges and Considerations - The company acknowledges potential challenges in the EVA market due to increased production capacity and competition, but remains optimistic about maintaining reasonable pricing levels. [16][17] - The company is cautious about overextending in production capacity, focusing instead on maintaining product quality and competitive advantages. [19][39] Future Outlook - The company expects to see a shift in revenue contributions from traditional materials to biodegradable and electronic materials by 2025. [9][10][46] - The strategic roadmap includes a clear focus on innovation and maintaining a competitive edge in high-growth sectors. [43][44] Additional Important Information - The company is actively pursuing mergers and acquisitions to enhance its electronic materials platform. [2][11] - There is a strong emphasis on R&D capabilities, leveraging a background from the Chinese Academy of Sciences to drive innovation. [43][44] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting the company's focus on growth, market dynamics, and financial performance.

是更容易出东西的那AI家教育这块的话我们觉得晚新和南方最近变化比较大主要是想要做AI教辅AI教辅这块以晚新为例晚新是他跟北京的一些公司有合作然后做AI教辅AI教辅是相当于是利用他的教材教辅的优势然后利用 这个A股的用AI教辅的优势然后呢在整个安徽然后要做整个的这个教辅的推广那两周之后吧大概半个月然后会在安徽啊邦布啊的一些地级市区和市进行试点然后之后呢是走2G2C路线所以我觉得还是很有意思的一个公司然后大家可以重视吧其他的像南方也是做AI教辅相关然后其他的 出版公司哪些要做我觉得可以持续关注着那可能是整体的大逻辑然后其次的话就是游戏游戏我们还是顺序是巨人网络、凯茵然后是SP华筒其他最后就是互联网公司互联网公司的话我觉得肯定是要价值重估了我们目前的顺序是阿里腾讯和快手快手非常便宜也从来没有涨过AI我觉得这个位置还是可以的 各位投资者大家早上好我是华翔传媒的首席律师刘馨欢迎大家来参加我们早点十分钟的活动依旧给大家汇报一下最近的观点我感觉整个AI方向还是热度是非常高的虽然昨天有一些的细分方向可能有一点点分歧最终整个传媒的所有的AI家的领域其实都有一个很好的表现我们觉得整个市场其实也是由DeepSeek带来的这种AI应 ...

哈喽各位投资朋友们大家早上好欢迎大家准时来到正在为您直播的光大正全微资讯阳光早餐栏目我是采静姐姐如果是第一次来到我们的直播间还没有关注我们的小伙伴的大家可以点击一下我们光大正全微资讯右边的加关注我们是每一个交易日的早上九点钟会准时开播在我们的直播间当中呢也会重点的针对市场行情发生的变化行情发生变化的原因以及接下来可能会出现的趋势 跟咱们小伙伴们做出详细的交流和解读另外呢也会对于我们另外呢也会对于我们市场盘前比较突发的一些政策面消息面或者是海外上发生的一些变化做出比较及时的梳理所以说如果大家你想要对于我们的资本上追踪的比较解密的话都可以关注一下我们的直播间 赵小庭早上好 王旭早上好欢迎自由来到我们直播间的粉丝朋友们大家如果有任何的疑问或者是如果有任何想要跟我们交流的一些话题都欢迎大家随时打在我们的评论区另外各位小伙伴们也可以给我们点点赞因为我们不定期的会在绿色小气泡软件当中有福袋抽奖咱们大家可以多点点赞这样我们的动力也是比较足 欢迎大家来到我们早上的这个直播间接下来我们就开始进入到今天直播的主要内容当中了近期啊我们的市场行情确实开始了一波非常如火如荼的变化整个这样的一个市场的反弹行情来势汹汹啊然后像万叔哎呀这个 ...

Summary of Conference Call Company Overview - The conference call involved **Guangbiao**, a digital marketing company, discussing its performance and future outlook for 2024 and 2025. Key Points Financial Performance - In 2024, Guangbiao reported revenue exceeding **6 billion yuan** with a profit loss ranging from **4 billion to 3 billion yuan** due to long-term equity reduction and bond receipts [1][2] - The overall profit in 2014 was between **2 to 3 billion yuan**, indicating a decline in performance [1] - The company anticipates a focus on increasing profits rather than revenue in 2025, aiming for a profit margin of **2-3 billion yuan** [3][6] Market Dynamics - The company has seen a shift in revenue sources, with **over 70%** of total revenue now coming from overseas markets, indicating strong growth potential in international business [2][3] - Domestic business remains stable, primarily driven by game and e-commerce sectors, which are less affected by Sino-U.S. relations [3][4] - The impact of U.S. tariffs on e-commerce customers is still under observation, but large brand customers are less affected due to their overseas sales [4] AI and Technology Integration - AI is viewed as a critical factor for future growth, with expectations to generate **3.1 to 3.5 billion yuan** in income from AI networks by 2025 [8][9] - The company is investing in AI-driven products and services, aiming to enhance efficiency and customer satisfaction through advanced data analysis [8][12] - The integration of AI is expected to improve the advertising process significantly, with a focus on creating expert-level AI agents to assist in problem-solving for advertisers [12][13] Strategic Direction - Guangbiao has established an **AI project center** to integrate domestic and international AI models, aiming to enhance business operations and profitability [14] - The company is exploring new business avenues, including a product called **Huaxia Slow Oil Purifier**, as part of its original universe business strategy [16] - Future investments will focus on scalable opportunities within the marketing field, particularly those that can enhance income and profits [15] Economic Outlook - The company is optimistic about 2025, expecting improvements in China's economic conditions and stability in Sino-U.S. relations, which could positively impact its performance [17] Conclusion - The conference concluded with a positive outlook for Guangbiao, emphasizing the potential for better performance in 2025 compared to previous years, driven by technological advancements and strategic market positioning [17][18]

讲嘉宾翻译结束后将有提问时间下面有请主讲嘉宾发言各位投资人大家好感谢各位能够参加宏林电力的业务交流进展会然后首先给大家拜个晚年然后也这个明天也确实正好是中国传统的元宵佳节也祝各位投资人及佳人这个元宵快乐身体健康万事顺意 那我现在简单给大家介绍一下公司的基本情况以及24年我们的一些变化以及25年以及未来我们想怎么去对公司的一个未来发展的一些规划那先介绍一下公司的基本情况公司成立时间比较早我们在97年就已经成立了到现在已经有20多年的历史了在23年的时候我们实现了整个营业收入大概是 25亿元净利润大概是两个多亿呃我们在呃生产基地主要有两个一个是在威海啊一个是在泰国那威海的生产基地呢是我们的老厂区大概有一百亩然后现在我们的主要生产都是在这个老厂区里面啊然后呢我们在嗯今年预计会有一个在威海固山又买了二呃 已经投资建成的一个二百六十三亩的故山新能源工业园区今年会陆续的投产我们今年的上半年就会搬过去产品的主要是以新能源和汽车通信线为主我们在泰国的生产基地呢是已经建成的生产基地是一百亩也是我们IPO项目的然后去年贡献的产值也增长了三十以上 再还有一个就是我们又在春乌里新买了二百亩地预计会在今年的今年上半年就会陆陆续续的投产 ...

交易还是产业交易但是这个也是延续了2024年点对网的交易那个协议里面的就是210地线以内的还是三毛协议210度以外是一个现在的一个挂钩的一个波动的基本的原则熟练的然后就西面东宋西面东宋简体电量的话我们判断是今年2025年和2024年相比的话基本上是持平的 因为省内的需求还是要保证的应该是还是优先保证省内的发电用的需求在这个枯期的时候我们还是进行一个尤其是年初的时候进行一个全发电那么一个东西所以今年的可能发电的这个枯性期的一个战可能会比2024年会稍微好一点这样的话2025年或者中和中和天下可能没有 大家预期的电量那么多了说到这个电价可能大家也会问到我们今年2025年的一个长鞋的一个前景的一个情况给大家报告一下对对对到目前为止公司的长鞋的发电量全军率约80%以上电价是同比2024年确实是下跌了但是比原先优步策的 预计降七分的这个是打了不少的折扣现在是降一分钱就同比2024年降一分钱这个这个是有什么概念的就相当于是2023年的水平了这个是全年拉平均了 但是我今年的性能是比去年增加的也就是说我有可能会在高电价这部分会多出一部分电来这个的话也是有利于整体整个上市公司电量的电价的一个节奏的一个调整这个可能会是一个好事情 ...