各位领导大家下午好我是华经新股理会感谢大家来参加我们第63期的新股探寻的先生汇报本期要给大家汇报三个标的宏景观点看守科技以及恒星生活那在具体汇报之前同样也提示各位就是我们在这里去提到的这些标的并不代表我们短期的一个投资建议 我们也欢迎大家在会后就投资建议的相关问题跟我们做更多的更为深入的交流开始我今天的汇报首先给大家介绍的标题是宏景观电宏景观电是全球领先的可以说是全景相机的观学镜头及摄像模组的供应商顾名思义这个公司主要的产品其实就是观学的镜头还有说摄像模组 增长率大概也是14.1%其实整体增速也是在一个比较快速增长的这么一个过程中那智能汽车就更不用说了那我们会看到根据第三方的数据全球平均每辆汽车搭载的摄像头从2018年的1.7颗是增长到了2023年的3颗 那前段时间比亚迪这个全民自驾的翻案发布大家也看到了目前比亚迪的天神之眼无论是ABC任何一个场景其实都是有12个的摄像头也就是说未来整个汽车搭载的摄像头的数量是有望是还是在一个很快速增长的这么一个车道上那从公司的这个特点来看的话首先我们会看到公司其实 这个创始人以及说他的这个核心管理团队其实都拥有比较丰富的这个产业的一个背景那我们看到公司的这个创始人是空然赵紫 ...

这个发现荣耀呢我们在2021年跟中国中华实行了重组那么重组之后呢汇丰在做一些新的定位的义务的安排大概我简单的今天参加会议的 有我们的财务总监有我们的这个证源事务代表还有我们的总秘呃周军熊梁方小宝三位谢谢哎好嘞那先跟公司现在人交流一下因为最近其实大家这个中美贸易战这个大家也是比较关注吗 然后也想了解一下公司在面对这样一个情况下然后咱们目前是个怎样的应对方式面对国际形势的变化这个辉峰呢将建筑主业跟着农业所以农业逆循环大产业这也是我们三十七年 啊传统的这个趋多义务和板块来持续进行我们的智慧创新和产业升级明白说出来然后那个因为刚才也刚才我们之前之前我们也交流过嘛就是公司现在也是有这个转型的一个发展了一些关于战略然后能不能简单给我们介绍一下咱们的主要战略方向好的 谢谢辉凤在与安德玛辉凤成组以后啊先成立了生活农业板块呃重新定位了我们的企业战略定位我们那个桥上和在定位后的企业战略定位是啊土壤健康中国健康人力健康呃同时呢 我们定位我们的品牌两得良好 看重它增加这是在我们重组之前发生的一些定位的调整跟重组之前是有一种不同的为什么这样定位呢我们主要是要着力发展自我吃饱 自我营养 土壤健康 两得良好 以及我们的种子业务为了这一块呢 ...

Summary of Conference Call Company Overview - The conference call discusses the financial performance and future outlook of Xu Electric, a company involved in the energy sector, particularly focusing on new energy and system integration. Key Points Business Strategy - The company's operational strategy for 2024 and 2025 focuses on two main keywords: restructuring and improving efficiency. Restructuring involves adjusting business, order, and revenue structures, while improving efficiency aims to enhance profitability and operational efficiency [2][3]. Revenue Structure - The revenue structure is improving, with a notable decline in the new energy and system integration segment, which saw a revenue drop of 1.5 billion (37.44%) compared to the previous year [3]. - The direct current transmission segment (Ultra High Voltage) experienced a revenue increase of 728 million (6.89%) [4]. - Equipment-related revenue now accounts for over 90% of total revenue, up from over 80% the previous year, indicating a shift towards higher-margin products [4][5]. Financial Performance - The total revenue for the year was reported at 17.089 billion, showing a slight increase despite expectations of a decline [4][6]. - The company anticipates a revenue target of 18.3 billion for 2025, representing a growth of 7.1% [6][7]. - Gross margin improved to 20.77% for the year, an increase of 2.77 percentage points year-over-year, with the first quarter of 2025 showing a gross margin of 23.57% [7][8]. Cost Management - The company aims to control expenses, with a target expense ratio of around 12%, slightly above the initial goal due to increased sales and R&D expenses [9][10]. - The sales expense ratio increased by 25% year-over-year, attributed to the establishment of a secondary marketing system to enhance market penetration [10][11]. Profitability - The company is focused on maintaining profitability despite rising costs, with measures in place to ensure that expense growth does not exceed revenue growth [11][12]. - The increase in accounts receivable and contract assets is expected to impact profitability, but the overall operating profit is projected to continue improving [12][13]. Market Outlook - The company is preparing for ongoing investments in the power grid, with expectations of stable growth in the sector [14]. - Future revenue from the Ultra High Voltage segment is projected to be around 1.2 billion, with a significant backlog of orders amounting to approximately 2.7 billion [16][21]. International Expansion - The company continues to focus on international markets, particularly in South America and the Middle East, with a strategy to deepen market penetration rather than broad expansion [40]. Challenges and Risks - The company faces challenges related to pricing pressures in the equipment market, with ongoing efforts to optimize costs and improve product design to maintain margins [37][38]. - The overall investment in the power grid is expected to increase, but the pace of growth may vary based on market conditions and project timelines [22][23]. Additional Insights - The company is actively working on enhancing its marketing and sales capabilities to better align with market demands and improve order matching rates [19][20]. - There is a focus on technological innovation and R&D to adapt to changing market needs and improve product offerings [10][11]. This summary encapsulates the key points discussed during the conference call, providing insights into the company's performance, strategy, and market outlook.

大家好欢迎参加中泰交运日少港2024年报业绩交流目前所有参会者均处于静状态下面开始播报名字声明声明播报完毕后主持人可直接发言谢谢本次电话会议服务于中泰证券正式签约客户 未经中泰证券授权请勿对外传播本次会议的内容包括但不限于视频音频文字记录内容等信息感谢您的理解与配合中泰证券对违反上述要求的行为保留追究法律责任的权利市场有风险投资需谨慎本会议信息仅供参考不代表任何投资建议本公司不对任何人因使用本会议中的信息所引致的任何损失负担任何责任 好的各位线上的领导各位投资者大家好欢迎来到中泰证券线上会客室我是中泰证券交易人员杜冲那么今天这个时间段我们也是非常荣幸的邀请到日照港来做客中泰证券线上会客室跟大家一起交流2024年的财报和近期的经营情况 我们确实也是非常荣幸有这个机会啊邀请到公司多位领导来参加此次的这么一个线上的交流那么今天的交流的话呢也是分为两个部分那么首先呢第一部分的话呢是公司介绍那么第二个部分的话呢就是未来交流那么接下来的话呢我把时间呢交给公司交给董秘伟学勤伟总哎伟总听得见吗辛苦你哎听得见杜总 好的 杜总 各位投资者 大家上午好我是公司的董益伟学勤首先非常感谢中泰证券组织的本次电话会议也很感谢各位投资者一直 ...

Summary of Conference Call Notes Company and Industry - The discussion revolves around the company Aimeike and its positioning within the global medical aesthetics industry, particularly focusing on its recent acquisition of Region and the implications for its market strategy and growth potential [1][6][19]. Core Points and Arguments 1. **Market Dynamics and Expectations** - There is a significant change in the market's expectations regarding the company's beta and alpha, indicating a potential misalignment with current market perceptions [1]. - The medical aesthetics industry is experiencing a supply-driven demand boom, with a PEG ratio exceeding 2, suggesting strong valuation potential [2]. 2. **Product Development Challenges** - Aimeike has faced challenges in product innovation, with no new product approvals from 2022 to 2024, relying solely on existing products for growth [3]. - The company’s growth rate was only 5% last year, lagging behind the industry average, due to competitive pricing pressures and supply chain issues [4]. 3. **Financial Performance and Projections** - The company anticipates a modest growth of less than 10% for the year, with expectations of a flat performance in the first half [5]. - Aimeike aims to capture 20% of the global market by 2030, with current market share at approximately 10% [9]. 4. **Global Expansion Strategy** - Aimeike is preparing to expand internationally, with plans to list in Hong Kong and use the proceeds for acquisitions and market entry into Southeast Asia [6][7]. - The company lacks global production capacity and sales channels, which are critical for competing with industry giants like Allergan and Qmatch [7]. 5. **Acquisition of Region** - The acquisition of Region is seen as a strategic move to enhance Aimeike's product offerings and market presence, with a focus on leveraging Region's patented technologies [18][19]. - The deal is expected to provide Aimeike with a competitive edge, allowing for better pricing strategies and market positioning [19]. 6. **Sales Channel Optimization** - Aimeike plans to reassess its sales channels and agent relationships to improve performance, with a focus on setting higher sales targets and potentially restructuring agent agreements [13][14]. - The company believes that enhancing overseas sales channels can significantly boost growth, as current performance in international markets is underwhelming [26]. 7. **Future Product Cycles** - Aimeike is entering a new product cycle, with expectations for several new product launches in the coming years, which could drive growth [23][24]. - The company is optimistic about recovering from a slowdown in growth, projecting a return to a compound annual growth rate of 20-30% by 2026-2027 [21][22]. Other Important but Overlooked Content - The company is facing a critical juncture with its product pipeline and market strategy, and the upcoming financial reports are expected to provide more clarity on these issues [25]. - There is a potential for significant valuation adjustments based on the success of the Region acquisition and the effectiveness of the new sales strategies [26]. This summary encapsulates the key insights from the conference call, highlighting Aimeike's strategic direction, market challenges, and growth opportunities within the medical aesthetics industry.

尊敬的各位投资者和广大支持春梨医疗的伙伴朋友们大家上午好欢迎大家参加春梨医疗2024年度业绩及现金分红说明会很高兴和大家进行互动交流我是春梨医疗董事会秘书谢凤榜首先非常感谢上海证交所上证路演中心为公司搭建这样一个与投资者交流的平台 增加公司向资本市场展示的机会增进投资者对公司的了解及时传递公司的投资价值接下来请允许我介绍出席本次会议的公司管理层他们分别是春丽医疗董事长史文林女士春丽医疗总经理史春生先生春丽医疗财务总监李玉梅女士 今天我们的业绩说明会将会分为两个部分首先是由公司管理层致辞对公司2024年业务发展情况及现金分红情况做详细的介绍然后针对投资者关心的问题和大家进行互动希望今天的业绩及现金分红说明会能够让大家进一步了解春利医疗的经营情况和投资价值 首先有请公司董事长史文林女士致辞尊敬的各位投资者朋友大家上午好欢迎大家参加春粒医疗2024年度业绩及现金分红说明会我是公司董事长史文林首先我仅代表公司董事会管理层以及公司全体员工向一直以来关心支持与帮助我们的朋友表示感谢 春利医疗是国内领先的骨科医疗器械企业主营业务是植入性骨科医疗器械的研发、生产与销售主要产品包括关节、脊柱、运动医学以及创伤产品公司在关节领域 ...

欢迎大家参加中国南方航空股份有限公司2024年度业绩发布会我是南航的总司会秘书总法律顾问陈维华和我在一起主持本次业绩发布会的会有我们的新朋友小南小南你好陈总你好各位嘉宾各位朋友大家好 我是南航数字人小南欢迎大家蒞临南方航空2024年度业绩发布会接下来请允许我为大家介绍出席会议的公司管理层他们是公司副董事长总经理韩文胜先生副总经理总会计师财务总监陈东先生副总经理曾永超先生董事会秘书总法律顾问陈威华先生 明消管理委员会主任王震先生战略规划投资部总经理皮文辉先生财务部总经理毛娟女士南方航空物流股份有限公司董事长李晓先生谢谢小南今天的会议分为四个环节首先由公司副董事长总经理韩文正先生致辞 接着由副总经理、总会计师、财务总监陈东先生以及小南共同来介绍公司2024年度的业绩情况再有副总经理钟永涛先生介绍公司2024年度企业社会得利的情况最后是问答环节现在我们有请公司副总市长总经理韩文顺先生致辞 参加中国南方航空股份有限公司2024年度的业绩发布会在此也代表南航对长期关心和支持我们的各位朋友表示衷心的感谢按照中国会计准则2024年本公司营业收入是人民币1742.24亿元归属于上市公司股东的净亏损使人民币 16.96亿元同比 ...

設計為客戶提供從項目諮詢設計施工管理到系統調適運行管理保固維修等一系列專業化技術服務公司秉持多客戶多產業多工種多區域的發展策略行業卓越的服務品質高效的項目執行能力及專業的人才團隊營運範圍以布局全球多個國家地區 各位股东投资者朋友们大家好感谢您参与本次社会集成2024年度业绩说明会将从下面四方面对社会集成2024年度的经营情况向各位股东做简单的介绍 社会集成自2003年9月在苏州成立以来历经了20年的深耕以卓越的行业努力以前瞻性的布局构建了覆盖全球的服务体系成为行业领先的半导体服务供应商境内业务以苏州总部为战略中心 建立华东、华中、华南三大经济带的服务体系通过合肥、郑州、长沙、武汉、重庆等区域城市战略性布点,形成对先进制造业的精准更改依照各区域的优势 打造总部加区域的双核模式构建快速响应机制及贴身服务体系实现与下游高端服务客户的技术需求无缝对接 中南亚地区已成为公司海外事业版图开拓的核心区域公司旗下的马来西亚、印度尼西亚、泰国、越南等公司以国内为坚实后盾实现原物料、技术及人力的高端互补与协同供应公司业务在中南亚各国单点突破逐步拓展为一张紧密相连的网络 各地质公司相辅相成,协同共进业务发展空间愈发灵活且具有弹性质 ...