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统一股份: 统一低碳科技(新疆)股份有限公司第八届监事会第二十一次会议决议公告
Zheng Quan Zhi Xing· 2025-05-09 11:12
股票代码:600506 股票简称:统一股份 公告编号:2025—41 号 统一低碳科技(新疆)股份有限公司 第八届监事会第二十一次会议决议公告 基于上述监督职能调整,公司监事会同意免去宋斌女士监事会主席、监事职 务;免去赵树杰先生、鲁金华女士监事职务。 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏,并对其内容的真实性、准确性和完整性承担法律责任。 一、 监事会会议召开情况 (一)本次监事会会议的召开程序符合《中华人民共和国公司法》等有关法 律、行政法规、部门规章、规范性文件和《公司章程》的规定。 (二)本次监事会会议通知及文件于 2025 年 5 月 6 日以电话通知等方式发出。 (三)本次监事会会议于 2025 年 5 月 9 日在公司会议室以现场结合通讯表决 方式召开。 (四)本次监事会会议应出席监事 3 名,实际出席监事 3 名。 (五)本次监事会会议由监事会主席宋斌女士主持。 二、监事会会议审议情况 (一)以 3 票同意、0 票反对、0 票弃权,审议通过《关于撤销监事会及免去 监事职务的议案》 根据《公司法》《证券法》《上市公司章程指引》等法律法规及规范性文件 的相 ...
Vasta Platform (VSTA) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
Vasta Platform (VSTA) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Cesar Silva - Chief Financial OfficerGuilherme Mélega - CEOJessica Mehler - Equity Research AssociateLucas Dai Nagano - Equity Research Associate Operator Ladies and gentlemen, this is the operator. Today's conference is scheduled to begin momentarily. Until that time, your lines will remain on music hold. Thank you for your patience. Thank you for standing by. My name is Kathleen, and I will be your conference operato ...
Eastman Kodak(KODK) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
Eastman Kodak Company (KODK) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Anthony Redding - Chief Audit Executive, Chief Compliance Officer, & Director of Investor Relations (Interim)James Continenza - Executive Chairman & CEODavid Bullwinkle - CFO & Senior VP Operator Good day, and thank you for standing by. Welcome to the Eastman Kodak Quarter One Earnings Conference Call. At this time, all participants are in a listen only mode. Please be advised that today's conference is being re ...
Eastman Kodak(KODK) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:00
Eastman Kodak Company (KODK) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the Eastman Kodak Quarter One Earnings Conference Call. At this time, all participants are in a listen only mode. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Anthony Redding. Anthony, you may now begin. Speaker1 Thank you, and good afternoon, everyone. I am Anthony Redding, Eastman K ...
Inspirato rporated(ISPO) - 2025 Q1 - Earnings Call Transcript
2025-05-08 18:00
Inspirato (ISPO) Q1 2025 Earnings Call May 08, 2025 01:00 PM ET Speaker0 Greetings, and welcome to Inspirato's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. A question and answer session will follow management's prepared remarks. It is now my pleasure to introduce your host, Beta Milanian, senior vice president of marketing. Beta, you may begin. Speaker1 Thank you, operator, and hello, everyone. Welcome to Inspirato's first quarter twenty ...
Syra Health (SYRA) - 2025 Q1 - Earnings Call Transcript
2025-05-08 14:02
Syra Health (SYRA) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Corbin Woodhull - Managing Director, Global AdvisoryDeepika Vuppalanchi - Co-Founder, CEO & DirectorPriya Prasad - CFO, COO & Director Operator Good morning, ladies and gentlemen, and welcome to the Syrah Health First Quarter twenty twenty five Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on ...
欣贺股份上市后首亏:2024年转亏、超5成收入用于营销 存货周转天数高达554天
Xin Lang Zheng Quan· 2025-05-08 09:06
2024年,欣贺股份在女装行业的寒冬中遭遇滑铁卢。报告显示,公司2024年营业收入为14.05亿元,同 比下降20.10%;归母净利润为-6737.81万元,同比下降167.29%;扣非归母净利润为-7702.58万元,同比 下降192.48%;基本每股收益-0.16元。 这家以JORYA、ΛNMΛNI等高端女装品牌闻名的企业,创下上市以来最大亏损纪录。从表面看,业绩 下滑源于消费疲软与战略调整的阵痛,但深层次暴露的是品牌定位摇摆、运营效率低下与成本结构失衡 等系统性风险。曾经的高端女装标杆,正陷入转型方向与执行能力的双重考验。 战略调整的阵痛:品牌定位模糊与渠道收缩反噬 销售费用率高达54.36% 欣贺股份的亏损并非偶然,而是战略转型过程中资源配置失当的必然结果。2023年底启动的品牌定位升 级,试图通过产品线调整、渠道焕新重塑品牌形象,但执行层面暴露出三大矛盾: 2024年,公司经营活动现金流同比骤降66.41%,显示主营业务造血能力衰竭。这种"高库存、低周转"的 恶性循环,使得公司即便拥有67%的毛利率,也难以抵挡净利润的断崖式下跌。 品牌定位的进退失据。公司将JORYA等主品牌向年轻化、轻奢化方向调整 ...
Commercial Vehicle(CVGI) - 2025 Q1 - Earnings Call Transcript
2025-05-07 13:32
Financial Data and Key Metrics Changes - Consolidated revenue for Q1 2025 was $169.8 million, down from $194.6 million in the prior year, primarily due to softening in global construction and agriculture end markets as well as North American Class eight truck demand [12] - Adjusted EBITDA for Q1 2025 was $5.8 million, compared to $9.7 million in the prior year, with adjusted EBITDA margins at 3.4%, down 160 basis points from 5% in Q1 2024 [12][13] - Free cash flow from continuing operations improved to $11.2 million compared to negative $6.5 million in the prior year, supported by better working capital management and reduced capital expenditures [14] Business Line Data and Key Metrics Changes - Global Seating segment revenues decreased by 9% to $73.4 million, with adjusted operating income of $2.7 million, a decrease of $100,000 compared to the prior year [16] - Global Electrical segment revenues decreased by 14% to $50.5 million, with adjusted operating income of $200,000, down $1.3 million from the prior year [17] - Trim Systems and Components revenues decreased by 17% to $45.9 million, with adjusted operating income of $1.6 million, a decrease of $3.1 million compared to the prior year [18] Market Data and Key Metrics Changes - The Class eight heavy truck build forecast for 2025 indicates a 23% decline in year-over-year volumes, with a projected 19% increase in truck builds anticipated in 2026 [20] - The construction market is expected to decline by approximately 5% to 15%, while the agriculture market is anticipated to decline in the same range due to higher interest rates and lower commodity prices [21] Company Strategy and Development Direction - The company has shifted to a new segment structure to enhance clarity and focus within each business unit, aiming to better align with customers and end markets [4][5] - Strategic actions taken in 2024 are expected to lower costs and improve operational efficiency, with a focus on reducing freight, labor, and overhead costs [9][10] - The company is actively pursuing new business opportunities while managing working capital and reducing capital expenditures by 50% in 2025 [22][25] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the current macroeconomic challenges and emphasizes the importance of maintaining flexibility and agility in operations to respond to market changes [37][39] - The company expects to generate at least $20 million of free cash flow in 2025, which will be used to pay down debt, with a focus on reducing working capital [25] Other Important Information - The company has decided to discontinue reporting new business wins due to the current macroeconomic environment, believing that annual guidance is a better way to contextualize future results [7][8] - The net leverage ratio at the end of Q1 2025 was five times, with expectations to decline throughout 2025 and 2026 as the company works towards a targeted two times level [14][16] Q&A Session Summary Question: What is the potential for gross margin improvement in a normalized environment? - Management sees potential for gross margin to reach around 15% in a normalized environment, with a focus on self-help initiatives and market recovery [30][31] Question: How does the company view the current downturn in end markets? - Management acknowledges the extended downturn but believes they have adequate plans in place to manage costs and maintain EBITDA and cash flow [36][37] Question: What percentage of COGS is impacted by tariffs? - The largest exposure is related to tariffs from Mexico and Canada, with a smaller percentage from China, primarily affecting the global seating business [51][54] Question: How is the revenue profile for April compared to March? - Revenue for April is in line with expectations set in February and March, with no significant shifts noted [63] Question: What cost-saving measures remain to be implemented in 2025? - Continued focus on operational and material cost reductions, labor productivity, and supply chain optimization are key areas of focus for 2025 [69][70]
CrowdStrike(CRWD.US)拟在全球裁员约500人 重申2026财年业绩指引
智通财经网· 2025-05-07 13:31
CrowdStrike预计,与该战略计划相关的费用约为3600万至5300万美元,其中约700万美元预计将在2026 财年第一季度确认,其余大部分费用将于2026财年第二季度产生。 该公司表示,这些费用主要包括约1900万美元至2600万美元的未来现金支出,用于支付离职金、员工福 利及相关费用;此外,还有约1000万美元至2000万美元的以股票为基础的非现金薪酬费用。 报道还指出,首席执行官George Kurtz在给员工的备忘录中表示:"我们的办公室将于5月7日和8日关 闭,因此请大家做好居家办公的准备。" 智通财经APP获悉,据报道,CrowdStrike(CRWD.US)计划裁员近500人,约占其全球员工总数的5%,这 是该公司推进运营变革以"大幅提升运营效率"举措的一部分。不过该公司表示,本财年仍将在关键战略 领域持续招聘。 根据5月6日提交的监管文件,该公司宣布了一项"战略计划,旨在推进运营变革,以显著提高运营效 率。同时,公司将继续有重点、有纪律地扩大业务规模,以实现年度经常性收入(ARR)达到100亿美元 的目标"。 CrowdStrike预计其2026财年第一季度(截至2025年4月30日)的 ...
千味央厨(001215):2024年年报及25年一季报点评:短期业绩承压,25年积极应对
EBSCN· 2025-05-07 09:13
2025 年 5 月 7 日 公司研究 短期业绩承压,25 年积极应对 ——千味央厨(001215.SZ)2024 年年报及 25 年一季报点评 要点 事件:千味央厨发布 2024 年年报与 2025 年一季报,公司 24 年实现总营收 18.68 亿元、同比下滑 1.71%,实现归母净利润 0.84 亿元、同比下滑 37.67%,扣非 归母净利润 0.83 亿元、同比下滑 32.57%,剔除股权激励费用影响,24 年归母 净利润 1 亿元、同比下滑 31.99%。25Q1 总营收 4.7 亿元、同比增加 1.5%,归 母净利润 0.21 亿元、同比下降 37.98%。 24 年传统产品收入有所承压,直营渠道保持稳健发展。1)产品端,24 年油炸 类/烘焙类/蒸煮类/菜肴类及其他产品收入分别为 7.67/3.40/3.93/3.60 亿元,同 比-11.87%/-4.28%/+5.41%/+21.84%,油炸类和烘焙类产品收入承压,主要受 部分老品生命周期影响、同时新品仍处于上市初期贡献有限,油条、芝麻球、春 卷、蛋挞皮等传统单品收入有所下滑。蒸煮类产品收入增长主要为咸包产品收入 贡献、以及子公司味宝食品并表 ...