随着全球化和共建"一带一路"倡议的演进，中国企业走出去的步伐正逐步加快，出海地域更多元，出海 行业更多样，出口形式也更深入，对于诸多中企来说，当下的出海将是较之前层次更深刻、维度更广泛 的出海。正如研究全球产业创新与供应链的资深专家林雪萍在《大出海》一书中所谈到的一样："'真出 海'是战略出海，是一种扎根本地的长期行为。" 6月11日下午，在中国经营报社、中经传媒智库、《商学院》杂志与中国人民大学商学院联合主办的"破 界·共生：新商业文明重构未来——暨《商学院》第二届新商业文明论坛"上，多位学者、产业界人士便 就中企出海新的战略范式展开了一场题为"数智链主的全球化实践——中企出海'文明跃迁'路径与全球 生态共建新思辨"的圆桌对话。 本次圆桌对话由中国人民大学商学院MBA项目中心执行主任岳楠楠主持，参与圆桌对话的嘉宾有商务 部国际贸易经济合作研究院研究生院院长段红梅、中国商务广告协会汽车营销委员会联席理事长马振 山、中银律师事务所党委书记李征、百亿产业投资人董事胡晓帆，嘉宾们结合自身观察和经历分享了自 己的见解。 从"跑得快"迈向"跑得久" 马振山在汽车行业从业已20多年，他曾先后供职于大众、捷豹路虎品牌，有丰 ...

FTAI Aviation Conference Call Summary Company Overview - **Company**: FTAI Aviation - **Industry**: Aviation Maintenance, Repair, and Overhaul (MRO) and Engine Leasing - **Core Business**: Outsourced engine maintenance primarily for CFM 56 and V2500 engines, which are widely used in commercial aircraft fleets [4][5] Key Points and Arguments Business Model and Strategy - FTAI Aviation focuses on acquiring, rebuilding, and leasing engines, providing flexibility and cost savings to airlines and lessors [4][5] - The company aims to capture approximately 25% market share in the engine maintenance sector, with a current annual maintenance spend of $22 billion for the targeted engines [5][6] - A strategic capital initiative (SCI) was launched to own and manage a portfolio of aircraft, enhancing visibility and efficiency in engine maintenance [6][11] Financial Performance and Projections - FTAI generated approximately $1 billion in revenue from engine maintenance, representing under 5% of the total market spend [5] - The company expects to achieve $250 million in EBITDA from the new partnership under the SCI, with a target of $4 billion investment to own about 250 aircraft [12][11] - For 2025, FTAI projects $650 million in EBITDA from aerospace products and $500 million from leasing [52][56] Market Dynamics - The aviation maintenance market is expected to maintain a stable annual spend of $22 billion through 2030, despite potential declines in engine values due to new aircraft deliveries [63][64] - FTAI's business model allows it to optimize maintenance costs and turnaround times, providing a competitive edge over traditional MRO providers [19][24] Customer Response and Adoption - FTAI has over 100 customers, with high levels of repeat usage and positive feedback regarding cost savings and efficiency [26][27] - The company emphasizes the importance of engine availability and maintenance control, which differentiates it from traditional lessors [75] Capacity and Investment - FTAI has physical capacity for approximately 600 shop visits annually, with ongoing investments in facilities and parts inventory to support growth [29][30] - The company plans to ramp up operations in Montreal and Rome, adding significant capacity to meet future demand [30] Risks and Challenges - Concerns exist regarding potential margin compression if asset values decline, but FTAI believes its model is resilient due to the self-correcting nature of the engine market [32][34] - The company faces competition from third-party MROs, but its unique combination of asset ownership and maintenance capabilities provides a significant advantage [36][39] Future Outlook - FTAI plans to invest in next-generation engines starting in 2028-2029, ensuring long-term growth and sustainability [57] - The company is committed to maintaining a fleet of 450-500 CFM 56 engines and 50-200 V2500 engines to ensure engine availability for customers [76] Additional Important Information - FTAI's partnership with AAR for used serviceable material allows for optimized parts distribution without building a separate parts business [61] - The company has a joint venture with Chrome Moy for PMA parts, which is expected to enhance margins significantly once fully operational [59][60] This summary encapsulates the key insights from the FTAI Aviation conference call, highlighting the company's strategic direction, financial outlook, and market positioning within the aviation industry.

ATN International (ATNI) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Michele Satrowsky - VP & Corporate TreasurerBrad Martin - CEO and Board MemberCarlos Doglioli - Chief Financial OfficerRic Prentiss - Managing Director Conference Call Participants Gregory Burns - Analyst Operator Day, and thank you for standing by. Welcome to the ATN International Q1 twenty twenty five Earnings Conference Call and Webcast. At this time, all participants are in a listen only mode. After the speakers ...

SouthState (SSB) Q1 2025 Earnings Call April 25, 2025 10:27 PM ET Company Participants William Matthews - CFO & Executive VPJohn Corbett - CEO and DirectorMichael Rose - Managing DirectorSteven Young - Chief Strategy OfficerCatherine Mealor - Managing DirectorStephen Scouten - Managing DirectorRussell Gunther - Managing DirectorJared Shaw - Managing DirectorChristopher Marinac - Director of Research Conference Call Participants None - Analyst Operator Thank you for standing by. My name is Eric, and I will b ...