好,各位线上的机构朋友大家好,还有专家晚上好,我是华福证券计算机研究员袁嘉亮,我们今天是请到了一位商宝的专家来给我们做一个解读,因为今天从昨天开始也是有一个消息在传播,就是说可能到月底这边,宜宝局这边可能会召开相关的发布会,然后有一些关于商宝的政策会落地,推动商宝的发展。 那么今天我们就请专家跟我们一起交流一下给我们做一些关于从商贸视角这边看包括这个政策后面的节奏以及对于数据要素这边的催化专家您这边听得到声音吗没问题我这说话有回音吗有一点点回音是有一点回音的因为我在外面我找了个地方如果会影响我们就这样交流 我们就先这样开始,专家那我这边就先把我这边关心的问题先一个一个的交流,然后咱们一会留一点时间给线上的机构朋友去做交流。首先我这边提一个问题,就是专家刚才我也讲了嘛,有一些流传的一些说法,这个您从行业内的角度给我们做一个解读,并且预判一下接下来政策会有哪些值得关注的点,好吧? 这个新闻其实主要是在股市上流传我们其实行业内也有一些观众到这个事儿前所未有的视频我们的看法可能和网上流传的背景数据还不太一样我们更倾向于认为这个事儿其实主要是围绕给医药这个产业释放媒体的利好信息因为确实随着几年医保的改革本身这个存量的已 ...

Summary of Conference Call Notes Company and Industry Overview - The conference call primarily discusses the developments and strategies of a company involved in AI technology, specifically focusing on AI companion robots and related applications in the gaming and advertising sectors. The company has been investing in AI models and applications since December 2022, with a focus on creating vertical models and enhancing user interaction through various platforms [1][2][3]. Key Points and Arguments AI Companion Robots - The company has developed an AI companion robot that is expected to be launched by December 2023 or before the Spring Festival. The robot is designed to interact with users through storytelling and games, showcasing the company's commitment to serious AI development rather than just conceptual marketing [1][2]. - The robot's emotional intelligence is a significant focus, with features like long-term memory and emotional recognition being crucial for user interaction. The robot is designed to respond to users' emotions and maintain a long-term relationship with them [9][10][11]. Vertical Models and Technology Integration - The company has transitioned from a conceptual phase to implementing its vertical models, which include various functionalities such as personality settings, emotional recognition, and proactive chatting capabilities. These models are supported by a technology intermediary that connects to larger AI models for enhanced content delivery [2][3]. - The company emphasizes the importance of having a unique vertical model to ensure the distinctiveness of its IP and to cater to children's emotional needs [16][20]. Advertising and Revenue Generation - The company operates an advertising pricing platform that aggregates traffic and connects various advertisers, including major brands like Google and TikTok. This platform is still in its early stages and has not yet been fully commercialized [4][5]. - The revenue model for the AI companion robot includes an initial purchase price and a subscription model for ongoing access to AI interactions and content. The company believes that the hardware aspect of the robot will encourage users to pay for its features [13][14]. Market Position and User Engagement - The company has a significant user base, with monthly active users ranging from 3.6 million to 4.7 million. The potential for converting existing users into customers for the new AI robot is being explored [25][26]. - The company aims to create a product matrix that evolves beyond the initial robot model, potentially incorporating more advanced features in future iterations [26][27]. Competitive Landscape - The company acknowledges competition from other AI and toy manufacturers but believes its focus on emotional companionship and unique IP will differentiate its products in the market. The company is also exploring partnerships for distribution and marketing [27][28]. Additional Important Content - The company is cautious about the costs associated with training and deploying its AI models, noting that personnel costs are currently higher than the computational costs of model training [21]. - The company is aware of the need to adapt its technology to meet the preferences of its young audience, emphasizing simplicity and engagement in its AI interactions [17][19]. - Future developments may include collaborations with hardware manufacturers to enhance the robot's capabilities and market reach [28]. This summary encapsulates the key discussions and strategic insights from the conference call, highlighting the company's focus on AI technology, emotional engagement, and market differentiation.

Summary of Conference Call Company and Industry Involved - The conference call pertains to a renewable energy company involved in solar power generation and energy storage projects. Key Points and Arguments 1. **Project Transfers and Expectations** The company has transferred 400 MW of capacity by the end of Q3 and expects to transfer another 400 MW in Q4 and Q1 of the following year, which aligns with their expectations [1][2][3] 2. **Recent Transactions** A significant transaction involving a 300 MW ground-mounted solar project in Guangdong has been completed, contributing positively to this year's profits [1][2] 3. **Market Dynamics in Northwest Regions** The company noted that in the northwest regions, there is a mismatch between supply and demand due to rapid installation of capacity and slower growth in electricity consumption, leading to increased market trading and price volatility [3][4] 4. **Stability of Electricity Prices** Despite some price declines in regions like Xinjiang and Gansu last year, electricity prices have stabilized in the first half of this year, supported by government initiatives and the company's operational strategies [5][6] 5. **Focus on Energy Storage** The company is prioritizing energy storage, with a current capacity of 150 MW and 300 MWh. They have ongoing projects in Qinghai and Zhejiang, with plans for further investments [8][9] 6. **International Expansion** The company has resumed international projects after a slowdown during the pandemic, with confirmed projects in Spain and Saudi Arabia, which are expected to contribute significantly to future profits [10][11] 7. **Financial Preparedness for Potential Share Buybacks** The company is preparing for potential share buybacks or conversions, ensuring sufficient cash flow and exploring various financing options to manage any future obligations [12] 8. **Investor Engagement** The company encourages investor questions and feedback, indicating a commitment to transparency and communication with stakeholders [13] Other Important but Possibly Overlooked Content - The company is actively adjusting its operational strategies in response to market conditions and regulatory changes, particularly in the commercial distributed generation sector, which remains profitable despite new policies [7][8] - The establishment of a new energy storage division indicates a strategic shift towards enhancing capabilities in this growing market segment [9]

大家好欢迎参加国胜化工凌驾行业资深专家交流目前所有参会者均处于静音状态下面开始播放免责声明 本次会议请面向国胜证券的专业投资机构客户或受邀客户会议中嘉宾的发言内容仅代表其个人观点国胜证券研究人员的发言内容仅代表当日的判断具体请参见完整版的研究报告未经国胜证券事先书面许可任何机构或个人严禁录音、转发及相关解读涉嫌违反上述情形的我们将保留追究相关方法律责任的权利 各位领导好今天我们是展开了一个凌甲行业专家的电话会议因为最近其实市场对这一方面比较关注尤其是零肥然后甲肥后面我们价格怎么展望近期的这个价格波动是什么原因造成的我们是特别邀请了中华信中心的资深分析师市场总监王总为我们对这个相关情况做一个介绍然后下面我们有请王总为我们做一个梳理后面我们会揭露这个提问环节 大家好感谢博春化工的邀请也感谢大家晚上的那个分享那个是这样我是我今天晚上想跟大家分享的就是林根甲方面的我是按照今天下午给我这个提纲的顺序我可以每个问题做一个解答还是说是大家以提问的形式我来回答呢 先按照我们可能大家投资者比较关心的问题做一个展开然后您方便的话后面给我们留一些时间我们来做那个投资者的交流问答这样可以吗可以可以好的那咱们现在开始先看里边对林这个林 ...

喂能听到吗喂我可以听到的刚才已经播放完免责声明现在你可以开始发言了哎好的好的大家好我是张正川电子首席研发感谢大家参加我们今天的消费电子深度跟踪的阅读的观点交流那我们这期的报告呢还有一个是对最近的消费电子的心情做了一些跟踪同时的话也总结了海外的 这些公司的三级路的情况然后再对每个新闻产业链我们都有更新了自己最新的观点那下面我就再带着大家过一下我们这篇报告那总体来讲就是因为我们这报告和半导体的月报它的定位会有点差异因为消费电子月报更多的是分析各个系统中端的它的一些技术创新它的景气的调整量价景气趋势以及一些供应链的优质公司的动态所以更多的是一个需求端和创新端的这个工作逻辑那我们今年整个消费电子的报告的脉络 还是重点围绕了AI端去打开我们可以看到其实三季度以来一些主要的新品其实都重点在强调了AI的创新以及为了支撑AI他配套做了一些改变就是光学集中键散热等等那最近其实这个新品迭代比较多那我们就简单过一下首先从中端的景气和这个创新角度来看因为最近三季度数据其实都已经出来了 那今年手机的板块的话还是一个三级都是一个同比的低规数增长百分之四百分之三的一个全球的数据今年全球也还是这么一个预测总体上来讲今年下半年的整个行业支出的 ...

然后这个地方咱们也提到了就是减蒸气的项目可能明年一二月份就会去进行定的量产那么往后看的话我们自己在空旋这块尤其是底盘悬架这块可能就会形成一个比较立体的布局就既有这个空旋的这个系统也会有减蒸气我们是怎么看待这个后续空旋的这个渗透率包括整个底盘悬架这边的单车架质量供应的这样的一个情况的 现在主机厂呢客户给我们的预期呢是希望能够降到5000以内那么从现在这个视点看呢如果检侦器落地之后应该来说整个硬件5000块钱以内的这个目标是可以实现的那么现在在对接的新车型呢基本上都是这个20万以上的这个新车型都有在对接所以说较以往比起来整个空前的生成率还是在持续增加的从最初的这个七八十万的车对吧然后到我们这个国产化刚刚开始做的那两年30多万车 现在已经完全过渡到20万以上的车开车都在逐步没空闲了所以说整个空闲的量肯定还是在逐步增加的明白然后我看到咱们三季度其实披露了比较多的定点的一些项目就是现在如果分业务板块来看的话我们的战术订单目前分别是怎么样季度我们不做数据统计我们都是半年度跟年度因为这个工作量比较大 所以单一记录统计出来呢可能这个参照性不强所以说我们会在这个12月份结束之后在明年的一二月份呢把我们整个全年的数据做一个汇总统 ...

大家好欢迎参加中金公司安景食品线上交流会目前所有参会者均处于静音状态下面开始播报免责声明声明播报完毕后主持人可直接开始发言本次会议为中国国际金融股份有限公司中金公司闭门会议停线受邀嘉宾参会 未经中金公司和演讲嘉宾书面许可任何机构和个人不得以任何形式将会议内容和相关信息对外公布转发转载传播复制编辑修改等如有上述违法行为中金公司保留追究相关方法律责任的权利This meeting is a closed-door meeting of China International Capital Corporation Limited CICCand only invited guests allowed to attend Without the written permission of CICC and the speaker, no organization or individual is allowed to punish, forward, reprint, disseminate, copy, edit or modify the meeting contents and relevant inform ...

以发布研究报告的部分观点仅反映国海证券研究人员于发布完整报告当日的判断相关内容经研究所以公开发布报告为准会议严禁录音或转发任何人不得对本次会议的任何内容进行发布复制编辑改编转载播放展示或以其他任何方式非法使用本次会议的部分或者全部内容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 各位投资人领导大家晚上好然后非常欢迎能够来到我们这次的这个AI算力阅读跟踪2024年11月版本本次电话会议的主题主要为就是NVL服务器的需求量强劲以及互联网资本开支持续增长然后也是对于11月包括最近今天上午的这个英伟达的业绩会 以下是简体中文普通话的文本 也展现了这个NVL服务器需求量的强劲同时呢,2024年的10月份我们可以看到英伟达AI芯片的这个在楼的服务器厂商包括BMC还有夜冷的供应商他们的营收都是同比增长大概十方位数左右可以看到他们的这个营收增长非常的强劲 然后需求端来看其实各个互联网的资本开支都有所上修包括Meta上修了这个370到400亿去上修到380到400亿美金这样一个全年的资本开支指引都是能够展现出各个互联网厂商对于算力的这个需求度 ...

非常感谢国胜医药、广发医药、华创医药、华鑫医药、宁生医药、国投医药、华复医药以及开源医药的领导和团队的共同的支持今年是众生药业成立的第45周年也是众生药业在资本市场的第15周年 我们公司一直坚持中药危机创新引领聚焦特色的医药健康企业的中期战略定位公司非常重视临床需求为导向的创新药的研发坚持以中为始的研发的思路在2022年和2023年我们公司整体的研发投入超过了营业收入的12%从创新药特色仿制药以及中药多个层次开展研发的工作 忠诚力创作为忠诚药业的创新药控股子公司 目前主要聚焦在呼吸抗病毒领域和代谢疾病领域的创新药的研发截止到三季度我们有七个创新药的项目在临床试验的阶段一个创新药口服三消把点的单药治疗新冠病毒感染的莱维特尾片已经上市一个创新药治疗成人流感的阿拉蒂尾片的上市申请在审批审批的阶段 在代谢疾病领域呢用于减重和降糖的GRP1和GRP双靶点的创新药为1125正开展二期的临床研究在昨天晚上呢我们也披露了减重二期Part A较低剂量部分的3毫克和6毫克的Top Line的数据Part B的较高剂量9毫克12毫克的扩展研究我们也正在积极的推进 它A的降低剂量部分的实验设计是分成三毫克、六毫克和安慰剂三组每两周给 ...

大家好欢迎参加国声聚餐与云天立飞的交流目前所有的参会者均处于静音状态下面播放免费声明播放完毕后主持人会直接发言谢谢 本次会议请面向国胜证券的专业投资机构客户或受邀客户会议中嘉宾的发言内容仅代表其个人观点国胜证券研究人员的发言内容仅代表当日的判断具体请看见完整版的研究报告未经国胜证券事先书面许可好的各位投资人大家好我是国胜证券的集团级首席高超 今天的话呢非常高兴邀请到了云天利菲的董事长陈林总给我们做一个这个分享近期的话呢美股的这个 AI的这个应用啊有些部分的公司的话也非常的这个火热啊那主要集中在三个方向啊一块的话呢是这个自动驾驶啊另一块的话呢是这个AI的这个终端啊从苹果慢慢扩散到其他然后再一块的话呢就是这种出币的啊这种AI的这种应用啊那么A股的话呢其实也相应的话呢有一些这个反馈啊那我们近期的话呢也是呃在 寻找在这种AI终端因为自动驾驶我们应该也是覆盖了一年多了所以比较熟那么近期的话也是在找这种包括像这种AI终端然后AI应用比较有潜力的这个厂商那么特别是和美股的一些图币的应用相对应的话在我们计算机行业的话相对来说的话会比较多 那么经过这种挖掘的话呢也是发现这个明天一飞的话呢我们发现有非常多的这个亮点 一方面的话呢 ...