医渡科技(02158) - 2025 Q2 - 业绩电话会
2024-12-03 08:00
请观众坐稳家里 截至2020年9月30日我们向40个监管机构和政治事务者提100多家中国底层院庭解决方案不在超过2800家领导人此案我们从特定性的角度构成了包含对岸战略和精细化的信息这些数据体目前仍在公布的日常信息整合了各个信息使我们能够更深入地理解和理解各类信息的重大特性而这些精细化的信息 我们致力于支持更精确的医疗技术和创新对临床诊断和治疗器具有丰富实用制度在算法当中我们是中国首家在医疗学之旅中能够成功审视给国内外包括新一代医疗学者的科技在算法方面我们通过调工程的模型增量程度的板架性设计从网端的数据去安装新的网端发现了多个自有的医疗网端用于实用模型的搞定 并且我们已累积了两亿饮料 在场景与应用方面我们在医疗、制药、健康保险等多业务场景实现了广泛应用经过十年的深耕逐步建立了一体做多应用的模式实现了第一波安全专服全场景解决方案的全面回应DI中台是聚焦医疗领域大模型能力将大模型训练和应用的能力传导给用户让最懂业务需求的用户自主构建智能应用 我们认为AI中产商业模式未来将从三个方向落地首先是公有无版本主要面向医生和医学生提供有价值的应用和支持用户自主构建应用的平台通过允许应用交易平台根据使用收取钞片费用并实行分层 ...
海底捞(06862) - 2024 Q3 - 业绩电话会
2024-11-25 12:00
各位投资人分析师大家好我是特海国际执行董事CEO杨丽娟我来向各位介绍特海国际2024年第三季度的主要情况第三季度我们的平均翻台率为3.8轮同比2023年增长0.1轮共接待客流740万人次 同比增长4.2%实现收入1.99亿美元同比增长14.6%我们的公司经营利润为7.5%同比提高1.8个百分点在业务方面我们开展了以下的工作第一推动了门店从三张表出发的提升业务及管理表 专门店现场试测卡经营表专门店财务表现基础表专员工和顾客我们的店经理有更系统的管理工具来开展日常工作对目标KPI的理解拆分更加清晰管理动作更加准确因此我们在三季度中有更多门店的顾客提升体验提升经营数据进步 业绩结果改善第二对经营场景进行了更全面细致的梳理和规范例如会学会员的这个顾客学学生顾客生日亲子夜宵工作日等不同群体场景提供更细致的活动客信化服务让我们的服务标准进一步的提升第三推行双管店政策 有更多的国家经理优秀店经理同时监管第二家门店把好的管理复制到更多的门店中为了配合双管的政策更好运行我们也开始研究如何在门店之内划分出更小的作战单元例如以担当后腾小组长库管等骨干员工为一个个更小的责任主体有自己更细分的小报表有自己的利益链接机制 更深入的激发每 ...
南旋控股(01982) - 2024 Q2 - 业绩电话会
2024-11-25 06:15
今天的会议流程方面首先Benny会跟大家说一下2025中企业季的亮点然后Steven会跟大家分享集团的财务摘要然后Jason会跟大家分享各个业务的情况和展望最后会有问答环节现在有请Benny谢谢Doris欢迎大家参加我们的投资者会议 我先跟大家讲一下集团在2025常年的中期业绩整体竞技气氛在疫情后有短暂的复苏但是2025上半年受到地缘政治和贸易关系的影响中国和环球经济的复苏没有预期那么好 其中有一两个客户在下订单的状况相比年初的话谨慎去年受快速订单所带动全程型毛衣款式减单使去年的数量比正常多但是今年有延迟转柜的因素 导致快速订单的需求比去年小导致毛衣销售轻微下跌今年的产品组合里面羊绒毛衣的数量增加受到产品组合改变的影响整体平均售价平稳 策略方面,我们去年已经在越南中部增加产能供应商都在主产的附近我们能提供快速和一体化的服务给客人让我们可以更加迎合客人的需求由于订单持续转移到东南亚国家 我们在越南的生产占比还进一步提升到70%证明我们在适当的时候做出的策略性的投资增加越南中部的产能有利我们长远的发展而且其他业务包括羊绒纱线以及面料业务都有所增长 等一下我们会按业务再分享多一点的细节总的来讲,2025年长年上半年 ...
快手-W(01024) - 2024 Q3 - 业绩电话会
2024-11-20 12:00
Good day, ladies and gentlemen. Thank you for standing by. Welcome to Kuaishou Technology Third Quarter 2024 Financial Results Conference Call. Please note that English simultaneous interpretation will be provided for management's prepared remarks. This English line will be in listen-only mode. I will now turn the call over to Mr. Matthew Zhao, VP of Capital Market and IR at Kuaishou Technology. Thank you, operator. Good evening. Welcome to our third quarter 2024 financial results conference call. Joining u ...
小米集团-W(01810) - 2024 Q3 - 业绩电话会
2024-11-18 12:30
大家好欢迎大家今天参加小米集团2024年第三季度业绩发布投资者电话及网络商音频直播本次会议将会录音如你有任何问题可以现在挂断如你想在提问完结进行提问请按新一键取消请按新二现在有请小米集团投资者关系团队主管Anita Chen 为我们主席本期会议大家晚上好欢迎大家今天参加小米集团2024年第三季度业绩发布投资者电话会议及网上音信直播会议开始之前我们想提醒大家本次会议可能包含前瞻性陈述这些陈述受各种风险和不确定性因素的影响可能在未来因为多种因素无法实现另外有关整体市场状况的信息来自小米公司以外的其他渠道 本次会议会包含一些未经审计的非国际财务报告准则的财务指标应作为补充信息而不能替代公司根据国际财务报告准则编制的财务指标出席本次会议的有小米集团合伙人集团总裁卢伟斌先生小米集团副总裁兼首席财务官天星数科董事长林诗伟先生会议开始卢总将先分享公司最近的战略更新及业务情况 随后Alan总将回顾公司2024年第三季度的财务表现最后我们将进入问答环节现在我将本次会议交与卢总大家晚上好啊欢迎并感谢大家来参加我们第三季度的业绩工作交换会那么第一年初呢我在跟大家交流的时候说在过去的几年里面小米的能力建设已经有了方向速度的变化 而这 ...
网易-S(09999) - 2024 Q3 - 业绩电话会
2024-11-15 03:32
Good day and welcome to the NetEase 2024 Third Quarter Earnings Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Brandy Piacenti. Please go ahead. Thank you, operator. Please note that today's discussion will contain forward-looking statements relating to the future performance of the company and are intended to qualify for the safe harbor from liability as established by the U.S. Private Securities Litigation Reform Act. Such statements are no ...
京东集团-SW(09618) - 2024 Q3 - 业绩电话会
2024-11-15 03:30
Hello and thank you for standing by for JD.com's third quarter 2024 earnings conference call. At this time, all participants are in a listen-only mode. After management's prepared remarks, there will be a question and answer session. Today's conference is being recorded. If you have any objections, you may disconnect at this time. I would now like to turn the meeting over to your host for today's conference, Sean Zhang, Director, Investor Relations. Please go ahead. Thank you. Good day, everyone. Welcome to ...
哔哩哔哩-W(09626) - 2024 Q3 - 业绩电话会
2024-11-15 03:29
Good day and welcome to the Bilibili Search Quarter 2024 Financial Results and Business Updates conference call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Juliet Yang, Executive Director of Investor Relations. Please go ahead. Thank you, Operator. During this call, we'll discuss our business outlook and make forward-looking statements. These comments are based on our predictions and expectations as of today. Actual events or results could differ materially f ...
腾讯控股(00700) - 2024 Q3 - 业绩电话会
2024-11-13 12:00
Financial Data and Key Metrics - Total revenue for Q3 2024 was RMB 1671.93 billion, an 8% YoY growth [3] - Return on investment was 4% for the quarter [3] - Gross margin increased from 49% to 53% YoY [15] - VAS (Value-Added Services) revenue grew 9% YoY to RMB 827 billion [15] - International games revenue increased 9% YoY to RMB 145 billion [15] - Domestic games revenue grew 14% YoY to RMB 373 billion [15] Business Line Performance - Game business achieved strong income growth, driven by long-term tree games and new game launches [3] - WeChat and WeChat reached 13.82 billion users, while QQ Mobile reached 5.62 billion users [4] - Music subscription revenue grew 20% YoY, with 119 million subscribers [6] - Long video subscription revenue increased 4% YoY, with total video subscriptions reaching 116 million [6] - Mini programs achieved GMV exceeding RMB 2 trillion [7] Market Performance - International games revenue growth lagged behind total revenue growth due to extended revenue deferral periods [15] - PUBG Mobile and Brawl Stars drove strong performance in international markets [7] - Domestic games like Peacekeeper Elite and Valorant set new revenue records [6] Strategy and Industry Competition - Company is upgrading its e-commerce strategy through the WeChat ecosystem [3] - Continued investment in AI technology, tools, and solutions to enhance user and partner experiences [3] - Focus on developing long-term tree games and identifying new games with potential [18] - Emphasis on standardizing and indexing the WeChat Shop platform to improve user experience [19] Management Commentary on Operating Environment and Future Outlook - Management remains optimistic about the long-term economic outlook despite current challenges [26] - Company is actively adapting to regulatory changes and focusing on compliance [27] - AI is seen as a key driver for future growth, particularly in content recommendation and advertising [37] - Company is cautious in its lending practices and selective in its loan approvals [44] Other Important Information - Company launched two new games, DNA mobile game and Delta Force, which show potential to become long-term games [4] - WeChat Shop is being integrated into the WeChat ecosystem, with a focus on improving logistics and customer service [19] - Company is leveraging its expertise in gaming and live streaming to strengthen its cloud services [4] Q&A Summary Question: Impact of macro environment on business strategy - Company remains optimistic about long-term economic growth and is focused on executing its current strategy [26][27] Question: Future of gaming industry and company's strategy - Company sees a structural trend in the success of Chinese games globally and is investing in new tools and technologies [17][18] Question: E-commerce strategy and WeChat Shop - Company aims to build a unified and trustworthy e-commerce experience through WeChat Shop, with a focus on standardization and indexing [19][20] Question: AI integration and revenue potential - AI is expected to significantly enhance content recommendation and advertising efficiency, with substantial revenue potential [37][38] Question: Payment and wealth management strategy - Company is cautious in its lending practices and is focusing on building a robust wealth management platform [43][44] Question: Advertising and video integration - Video integration is a key driver for advertising growth, with potential for further ad load rate increases [48][49] Question: Collaboration with Taobao - Collaboration with Taobao is seen as beneficial for users and both companies, with a focus on compliance and user experience [50][51]
零跑汽车(09863) - 2024 Q3 - 业绩电话会
2024-11-11 11:00
大家晚上好 我是今天的主持人中京汽车翻译师任巴林同时在线的还有中京汽车首席邓雪总和我的同事丁文娟欢迎大家参加领跑汽车2024年三季度业绩电话会出席本次会议的管理层代表是领跑汽车创始人董事长CEO朱家明先生 领跑汽车联席总裁伍强先生及董事会秘书沈柯先生首先先有请董事会秘书沈柯先生宣读免责声明有请谢谢主持人各位投资人大家晚上好本次业绩订划会中的内容可能包含部分前瞻性指数 具体而言包括但不限于有关公司未来财务状况、策略、目标、指标以及公司所参与或将参与的未来市场发展状况的陈述这些前瞻性陈述是基于公司现有和未来的业务发展策略以及公司对于未来营商环境的假设而做出的其中 一些不确定性因素这些公司无法预知和控制的因素可能会导致公司的实际业绩表现及公司所在行业的业绩表现与前瞻性陈述中明示或暗示的未来业绩表现存在差异因此我们仅此提醒各位不应过分依赖本次电话会所讨论的前瞻性陈述 这些程序仅反映公司管理层截至本次电话会所持的意见公司并无责任根据新的资料未来使用 此外,也请各位股东及各位潜在投资者务必注意本次电话会所包含的任何内容均不构成任何 请各位股东 请各位潜在投资者在买卖公司股票时理性判断 审慎行事好的 主持人谢谢沈总那下面我 ...