转自：一度医药 在加入ATS之前，Hider曾担任Taylor Made集团有限责任公司的总裁兼首席执行官，该公司是海洋、交 通运输、农业和建筑市场产品及系统供应领域的全球领导者。 而在Taylor Made之前，他在丹纳赫工作了10年，担任过多个领导职务，包括Veeder-Root公司的总裁， 该公司是全球自动化油罐计量仪的供应商。 Andrew Hider履历 Andrew Hider拥有25年的跨行业经验和全球视野，秉持增长导向以及以运营为核心、以人为本的领导理 念。 自2017年起，他担任ATS公司（多伦多证券交易所和纽约证券交易所代码：ATS）的首席执行官兼董 事。ATS是行业领先的自动化解决方案提供商，服务于生命科学、食品饮料、交通运输、消费品和能源 等领域的跨国客户。在他的领导下，ATS通过战略性地将投资转向高增长终端市场，实现了产品组合的 优化，同时显著提升了利润率。截至上一财年的五年间，ATS的调整后收入几乎翻了一番，复合年增长 率（CAGR）达到中低两位数，同期调整后息税折旧摊销前利润（EBITDA）的复合年增长率也与之相 近。此外，自2017年Hider任职以来，ATS在多伦多证券交易所 ...

周大福(1929.HK) 于2025年6月12日公布财报。2025年报，公司实现总营业收入827.37亿元，同比减少 17.75%；税前利润为73.06亿元，同比减少9.29%；实现净利润54.59亿元，同比减少8.98%。 黄金产品组合优化驱动毛利率显著提升，彰显产品定价与高端化能力 ：2025财年公司毛利率 由24.0%大幅增至29.5%，主要得益于黄金与镶嵌产品结构优化及定价能力提升。黄金首饰及产品的平 均售价上涨12.5%至6,300港元，珠宝镶嵌首饰平均售价上涨21.25%至9,700港元。周大福传福系列及故 宫系列销售额均突破40亿港元，成为业绩增长的重要支柱。 东南亚市场战略扩张加速国际化进程，挖掘新兴市场增长潜力 ：公司在FY2025期间于东南亚 及海外核心地段净增3个零售点，并计划在FY2026进一步推进扩张。通过开设新形象店、优化门店选址 及推广文化设计产品，公司积极捕捉本地消费者与中国游客的购买力，将东南亚市场定位为关键增长引 擎。 强化资本管理与客户体验，展现稳健经营与品牌升级决心 ：2025财年公司实现147.46亿港元经 营溢利，同比增长9.8%，并拟实施末期股息为每股32.0港仙 ...

亿光电子26日举行法人说明会，公布第1季营运成果。受益于LED下游供需趋于平衡、杀价竞争减少， 加上产品组合持续优化，公司营收与毛利率已回到平均水准。 然而，面对国际局势的不确定性，亿光对下半年展望持保守态度，并坦言原先规划的泰国设厂计划，因 关税政策不明朗而暂时停滞。 亿光执行副总苏鸿彦表示，第1季营收与毛利率回升至平均水准，主要归因于LED下游供需结构的平 衡，有效减少了杀价竞争。此外，公司近年来持续优化产品组合，资本支出与费用也呈现下滑趋势。 针对汇率影响，财会中心副处长卢俊侑说明，亿光约85%的对外收入来自外币部位，其中约六成以美元 计价。近期新台币汇率的急升，确实对公司的毛利率造成了相当程度的影响。 展望第2季及下半年，卢俊侑表示，第1季营收预计与去年同期持平，主要受到关税及去年同期一次性营 收入帐的影响。对于下半年的营运，由于关税影响程度难以预估，加上国际局势不确定性增加以及汇率 波动等多重因素，公司对原先预期的全年个位数成长幅度，目前采取较为保守的看法。 在产能分配方面，苏鸿彦指出，目前两岸的生产产能几乎各占一半。至于原先规划在泰国设厂的计划， 卢俊侑坦言，由于关税政策尚不明确，该计划目前已处于 ...

Hydrofarm (HYFM) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Anna Kate Heller - Senior Vice President, Investor RelationsB. John Lindeman - CEOKevin O’Brien - CFO Conference Call Participants Dmitry Silversteyn - Senior Research Analyst Operator Good day, ladies and gentlemen, and thank you for standing by. Welcome to the HydroPharm Holdings Group First Quarter twenty five Earnings Conference Call. At this time, all participants have been placed in a listen only mode and the lines wi ...

Shares of CompX International Inc. (CIX) have declined 2.2% since reporting first-quarter 2025 results, underperforming the S&P 500 index’s 0.4% rise over the same period. However, on a broader horizon, CIX has shown robust momentum, gaining 18% over the past month compared with the S&P 500’s more modest 2.9% growth. This divergence reflects near-term investor caution despite longer-term optimism.Earnings & Sales PerformanceFor the first quarter ended March 31, 2025, CompX reported net sales of $40.3 millio ...

代码：002867 证券简称：周大生 编号：2025-014 周大生珠宝股份有限公司 投资者关系活动记录表 | | □特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | --- | --- | --- | | 投资者关系活动类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | √其他(电话会议) | | | | 共计 145 位投资者（排名不分先后）： | | | | 中信证券：徐晓芳、林镇潘、杜一帆 | | | | 中信建投证券：叶乐、张舒怡、黄杨璐 | | | | 野村东方国际证券：张影秋、曾万霖 | | | | 三井住友德思资产管理（香港）：黎兆倫 | | | | Vontobel Asset Management：Louise Li | | | | 申万宏源：赵令伊、李秀琳 | 方正证券：周昕、廖捷 | | | 太平洋证券：郭彬、龚书慧 | 诚通证券：陈文倩 | | | 国泰海通：苏颖、刘越男 | 长江证券：李锦、张彦淳 | | 参与单位名称 | 中信建投：刘乐文 | 万联证券：李滢 | | 及人员姓名 | | | | | 信达证券：蔡昕妤 | 德邦证券：易丁依 ...

Financial Data and Key Metrics Changes - UMC's consolidated revenue for Q1 2025 was NT$57.86 billion, with a gross margin of approximately 26.7% [7] - Net income attributable to shareholders was NT$7.78 billion, resulting in an earnings per share (EPS) of NT$0.62 [8] - Year-over-year revenue increased by 5.9%, driven by a 12% increase in wafer shipments, although this was offset by a decline in average selling price (ASP) [11] - Operating expenses were controlled at about 10.6% of total revenue, leading to an operating income of NT$9.7 billion, or 15.9% [10] Business Line Data and Key Metrics Changes - Wafer revenue declined 4.2% sequentially to NT$57.85 billion due to a one-time price adjustment and lower ASP [9] - The consumer segment showed strong performance, primarily driven by products like Wi-Fi, DTV, and set-top boxes [14] - Revenue from 22 and 28 nanometer products accounted for 37% of total sales, with 22 nanometer revenue increasing by 46% quarter-over-quarter [17] Market Data and Key Metrics Changes - Asian-based customers contributed approximately 56% of total revenue, while North American customers represented about 22% [12] - The automotive segment experienced a decline in Q1 due to softness in microcontrollers and power management, while consumer electronics showed growth [68] Company Strategy and Development Direction - UMC is focusing on technology differentiation, global manufacturing diversification, and product mix optimization to navigate macro uncertainties [20] - The company plans to maintain a cash-based capital expenditure (CapEx) of $1.8 billion for 2025 [15] - The new Singapore Phase 3 fab is expected to ramp up to volume production in early 2026, enhancing UMC's capacity for 22 nanometer products [18] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding wafer demand projections due to ongoing tariff adjustments and geopolitical tensions [20] - For Q2 2025, UMC expects a moderate rebound in demand across all segments, with wafer shipments projected to increase by 5% to 7% sequentially [21] - The gross margin is anticipated to recover to approximately 30% in Q2 [21] Other Important Information - UMC's cash position remained strong at NT$106 billion at the end of Q1 2025, with total equity reaching NT$390 billion [12] - A proposed cash dividend of NT$2.85 per share is subject to shareholder approval at the upcoming AGM [19] Q&A Session Summary Question: Impact of tariffs on customer order behaviors - Management noted that while tariffs have increased uncertainties, there has not been a significant change in market demand for Q2 2025 [26][28] Question: Utilization rates for 22 and 28 nanometer products - The guidance for Q2 indicates a mid-70% utilization rate for the company, with 22 and 28 nanometer products expected to be key growth drivers [36][37] Question: Update on the partnership with Intel for 12 nanometer - The joint development is on track, with pilot runs underway and expected to be ready for customer adoption by 2026 [42][44] Question: Margin expectations for Q2 and beyond - Management indicated that while Q1 margins were impacted by a one-time pricing adjustment, they expect improvements in Q2, but visibility for the second half remains limited [55][98] Question: Demand trends across key end markets - Management expects growth in consumer and computing segments for Q2, while automotive demand remains flattish [68][70] Question: Inventory levels across different applications - Current inventory levels are healthy for consumer electronics, but higher for automotive and industrial segments, which may take longer to digest [118][120]