在全球数字化浪潮奔涌向前的当下，数字经济正以前所未有的速度重塑着世界经济格局。从国家顶层设 计到社会各领域的深度变革，数字经济已成为推动经济发展、提升国家竞争力的关键力量。作为中国领 先的场景化数字解决方案提供商，量化派凭借其强大的数字化场景赋能能力，以及先进的商业模式和卓 越的管理队，正成为这场变革中的重要推动者。 量化派创立于2014年。自创立以来，量化派依托领先的闭环场景化服务能力、模块化运营能力、规模化 商品及服务输出能力，为多行业提供场景化数字赋能服务，帮助其实现场景、科技、流量、运营、商品 及服务的数字化深度融合。 截至2024年6月30日，公司通过量化赋能专有应用程序维系逾5180万名注册终端客户，积累了庞大的客 户群。公司已于往绩记录期间实现业务规模增长，截至2024年6月30日，公司拥有逾133,100个库存单 位，在应用程序上拥有逾2,600名业务伙伴，通过量化赋能专有应用程序已赋能交易的交易值分别为人 民币53亿元、人民币36亿元、人民币49亿元及人民币29亿元。 公开资料显示，量化派研发团队核心成员包括创始人兼CEO周灏博士、首席技术官周强先生等，均拥有 多年研发经验，研发人员占比超4 ...

截至2024年6月30日，公司通过量化赋能专有应用程序维系逾5180万名注册终端客户，积累了庞大的客 户群。公司已于往绩记录期间实现业务规模增长，截至2024年6月30日，公司拥有逾133,100个库存单 位，在应用程序上拥有逾2,600名业务伙伴，通过量化赋能专有应用程序已赋能交易的交易值分别为人 民币53亿元、人民币36亿元、人民币49亿元及人民币29亿元。 在生成式人工智能技术爆发式增长的背景下，中国已构建起全球领先的AI创新生态，而量化派作为场 景化数字解决方案领域的先锋企业，正以技术硬实力与商业落地能力双轮驱动，在消费市场精准撮合赛 道中占据关键卡位。依托自主研发的AI算法矩阵与超5000万用户基盘，企业不仅实现交易规模与合作 伙伴网络的持续扩容，更以行业领先的市场地位彰显其商业价值。此次冲刺港交所主板上市，标志着量 化派将借助资本市场力量加速技术迭代与生态扩张，为AI产业的高质量发展注入新动能，并向数字赋 能市场输出新方案。 量化派创立于2014年，是中国领先的场景化数字解决方案提供商。自成立以来，公司投入大量时间及资 源构建及完善技术平台，在分析客户画像方面拥有逾八年经验，AI相关解决方案及算法 ...

数据显示，截至2024年6月30日，公司通过量化赋能专有应用程序维系逾5180万名注册终端客户，积累 了庞大的客户群。公司已于往绩记录期间实现业务规模增长，截至2024年6月30日，公司拥有逾133,100 个库存单位，在应用程序上拥有逾2,600名业务伙伴，通过量化赋能专有应用程序已赋能交易的交易值 分别为人民币53亿元、人民币36亿元、人民币49亿元及人民币29亿元。 量化派的上市之旅，不仅是对其过往努力的肯定，更是对未来发展的期许。在人工智能浪潮席卷全球的 背景下，量化派以其独特的商业模式和技术实力，成功在数字经济的蓝海中占据一席之地。未来，随着 技术的不断进步和市场的持续拓展，量化派有望引领行业新潮流，为数字经济的发展贡献更多力量。让 我们共同期待，量化派在资本市场的精彩表现，以及其为数字经济带来的无限可能。 人工智能，作为当下最具变革性的前沿科技领域，正全方位地席卷全球各个行业。从传统制造业到新兴 的数字经济产业，从医疗健康到金融服务，从交通运输到文化创意，没有一个行业能置身事外。其强大 的赋能效应，正深度重塑着人类社会的发展格局，而其中经济版图的重塑更是影响深远，对中国经济社 会的诸多重要层面都将 ...

Financial Data and Key Metrics Changes - Net sales for Q1 2025 totaled $359.3 million, an increase of 2.6% compared to Q1 2024, driven by the Intex acquisition and new business [16][21] - Adjusted EBITDA increased by 4.2% to $54.5 million, with adjusted EBITDA margins improving by 30 basis points to 15.2% [17][22] - Adjusted gross margins decreased to 46.9%, down from 47.6% in the prior year [17][22] Business Line Data and Key Metrics Changes - Hardware and Protective Solutions (HPS) segment net sales increased by 5.6%, with adjusted EBITDA rising by 15.8% to $37.4 million [18] - Robotics and Digital Solutions (RDS) net sales were up 1.9%, with adjusted gross margins and adjusted EBITDA margins slightly down [19] - Canadian business net sales decreased by 18.7% due to a 12% decline in existing home sales and economic uncertainty [20] Market Data and Key Metrics Changes - Approximately one-third of products are sourced from China, with plans to reduce this to about 20% by year-end 2025 [7][14] - The company anticipates a 17% decline in market volumes during the second half of 2025, which is considered a conservative estimate [10][46] Company Strategy and Development Direction - The company is implementing a dual faucet strategy to diversify its supply chain and reduce reliance on Chinese suppliers [14] - Focus on maintaining strong partnerships with customers and suppliers to navigate tariff impacts and optimize sourcing [11][32] - The company aims to manage through current challenges and believes it will emerge stronger [15][31] Management's Comments on Operating Environment and Future Outlook - Management reiterated full-year 2025 net sales and adjusted EBITDA guidance, citing ongoing monitoring of tariffs and economic conditions [6][25] - The company is confident in its ability to manage through tariff-related challenges and maintain service levels [62] - Future growth opportunities are anticipated as the home improvement market rebounds [65] Other Important Information - The estimated annualized impact of new tariffs is approximately $250 million, which the company plans to offset through price increases [7][26] - Free cash flow guidance has been withdrawn due to uncertainties surrounding tariffs [28] Q&A Session Summary Question: Impact of tariffs on RDS margins - Management acknowledged pressure on RDS margins due to the rollout and expects margins to improve to 30% EBITDA rate and 70% gross margins for the rest of the year [38] Question: Performance of Personal Protective business - No material pull forwards were noted, and promotional activity was strong, leading to better-than-expected performance [39] Question: Volume assumptions for the second half of the year - Initial guidance assumed a 1% decline in market volumes, but the current estimate is a conservative 17% decline [46] Question: Future sourcing strategy - The company is targeting a reduction in Chinese sourcing to 20% and is exploring opportunities in Southeast Asia and India [49] Question: Timing of price increases - Price increases are expected to be implemented by July 1, with a dollar-for-dollar approach to tariffs [54][56] Question: Comparison to COVID supply chain issues - Current supply chain performance is better than during COVID, with no significant disruptions reported [62] Question: M&A activity in the current environment - The M&A pipeline remains strong, but uncertainty around tariffs is impacting valuations [88]

Hillman Solutions (HLMN) Q1 2025 Earnings Call April 29, 2025 08:30 AM ET Company Participants Michael Koehler - VP, IR and TreasuryJon Michael Adinolfi - President & CEORobert Kraft - CFO & TreasurerLee Jagoda - Senior Managing DirectorAnika Dholakia - AVP - Equity ResearchStephen Volkmann - Managing DirectorDavid Manthey - Managing Director Madison Callinan - Equity Research Associate Conference Call Participants Reuben Garner - Equity Research Analyst Operator Good morning, and welcome to the First Quart ...

Hillman Solutions (HLMN) Q1 2025 Earnings Call April 29, 2025 08:30 AM ET Company Participants Michael Koehler - VP, IR and TreasuryJon Michael Adinolfi - President & CEORobert Kraft - CFO & TreasurerLee Jagoda - Senior Managing DirectorAnika Dholakia - AVP - Equity ResearchStephen Volkmann - Managing DirectorDavid Manthey - Managing Director Madison Callinan - Equity Research Associate Conference Call Participants Reuben Garner - Equity Research Analyst Operator Good morning, and welcome to the First Quart ...

Amentum Holdings (AMTM) Q1 2025 Earnings Call February 05, 2025 08:30 AM ET Company Participants Nathan Rutledge - Senior VP & Head Investor RelationsJohn Heller - CEOTravis Johnson - CFOBrian Gesuale - Managing DirectorTobey Sommer - Managing DirectorSteve Arnette - COOKen Herbert - Managing DirectorTrevor Walsh - Director - Equity Research Operator Ladies and gentlemen, thank you for standing by. Good morning, and welcome to Amentum's First Quarter Fiscal Year twenty twenty five Earnings Conference Call. ...