同道猎聘1Q24业绩后小组交流会20240527 全文概要 该会议讨论了公司2024年一季度的财务概况、业务表现及市场 策略，并对未来展望进行分析。总体而言，公司在面临币场挑 战和行业趋势变化的背景下，通过调整营销策略和优化费用结构， 买现了部分业务的增长和利润的减亏。具体来看，公司2024年 一李度总收入为4.71亿元，同比下降6.4%。B端收入同比下降 11.2%，而C端收入则同比上涨35.7%，达到约6900万元。 C端增长主要得益于在线职业资格培训业务的强劲表现，无其是 心理咨询师培训产品。此外，公司通过线上精准投放替代线下广 告，有效提升了营销效率并降低了销售费用。在费用控制方面 公司实施了降本增效措施，预计全年研发费用将与去年持平或微 降，管理费用有较大下降空间。尽管一季度利润受到压力，但相 较去年同期已减亏。用户增长方面，B端 和C 端用户累计注册数 达132.7万家和9700万人，其中C端付费用户明显提升。 A1 技术的应用也为公司带来了正面影响，推出的Al 电话系统、 数字助理功能以及Al 面试工具 Doris,提高了招聘效率并降低了 成本。面对中高端产品市场的挑战，公司依旧专注于中高端招聘 ...

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Summary of the Conference Call Company and Industry Involved - The conference call involved **Huayin 10** and **Leyuan Zhong**, focusing on the **home furnishings industry** and specifically featuring **Sihai Health** leadership for insights and discussions [1] Core Points and Arguments - The meeting was hosted by **Qin Jiawei**, an analyst from the **Huayin 10 team**, indicating a structured approach to the discussion and analysis of the home furnishings market [1] - **Julia** was invited to provide a brief business review, suggesting that the call aimed to present an overview of current business performance and strategic direction [1] Other Important but Possibly Overlooked Content - The presence of **Sihai Health** leadership indicates a collaborative effort to share insights, which may highlight trends or challenges within the home furnishings sector [1] - The format of the meeting suggests an emphasis on investor engagement and transparency regarding business operations and market conditions [1]

欢迎各位投资者参加华安医药联合录影中举办的夏季线上策略会本场会议主持人是华安医药首席唐国超老师本场是上市公司智云健康的交流很荣幸能够邀请到了公司领导CFO许总和IR李总来跟我们一起交流我们本场交流主要分为公司介绍和问答环节两个部分首先有请公司领导李总用20到30分钟的时间 对公司的一个新情况最新进展等做一个讲解有请公司领导好的 谢谢怀恩医药的李老师那我们就开始先做公司的介绍 那先跟大家讲一下那均匀健康呢是现在中国最大的这个数字化慢病管理的平台那我们公司业务呢是从2014年就是公司成立然后从2016年正式的开始进入慢病管理这个这个2B的这个行业来开始做的 那大家可以看到这张图呢就主要跟大家展示了我们现在的商业模式其实一句话来概括的话呢就是我们通过了两个SaaS的平台一边是医院的一个医会慢病管理SaaS一个是药店的药店问诊SaaS通过这两个平台呢一边粘住了医院一边粘住了药店也增加了这个整个的医疗就慢病管理相关的参与方的这个粘性提高了整个生态的这个医疗生态的效率 那么我们呢其实从这张图上我们可以这个分板块来讲那首先呢就是我们最大的一个板块是收入占比超过75%以上的就是我们的院内解决方案就是医院相关的这个板块那么 我 ...

Summary of the Conference Call for 康方生物 (Kangfang Biologics) on May 24, 2024 Industry and Company Overview - The conference call focused on 康方生物, a biopharmaceutical company specializing in innovative therapies, particularly in the oncology sector. Key Points and Arguments EGFR TKI Resistance ASOO Data 1. The overall survival (OS) trend lines presented were distinct and impressive, marking 康方生物 as the only company to achieve positive results in this area [1] 2. The company demonstrated excellent control over brain metastases, with enrolled patients reflecting real-world scenarios [1] 3. 80% of enrolled patients were resistant to third-generation EGFR TKIs, with all subgroup analyses yielding strong results [1] 4. The hazard ratio (HR) reported was the best at 0.46, which is critical data from the Phase III controlled trial. In comparison, 信达's orient-31 had an HR of 0.51, and checkmate (without Bevacizumab) had an HR of 0.75 [1] Future Clinical Development 1. Upcoming results from head-to-head studies with K drugs are expected soon, which will better illustrate the advantages over K drugs. The resistance to third-generation EGFR TKIs is just an initial step, with ongoing trials planned for future indications [1] 2. The company has developed its own ADC platform, with plans to enter IND in Q3. The dual antibodies NECTIN-4 ADC and TROP2 ADC are set to enter IND next year, with a focus on dual antibody combinations as a future goal [1] 3. An innovative product for psoriasis is also expected to enter clinical trials in the second half of the year [1] Commercialization Outlook 1. The commercialization of AK104 is progressing well, indicating a strong commercial platform and positive clinical experiences with low toxicity [1] 2. There is high anticipation among doctors for AK112, with initial prescriptions expected shortly. The product has already been used by 2,000 patients in clinical settings, contributing to a positive reputation among physicians and ensuring effective commercialization [1] Additional Important Content - The company emphasized the robustness of its dual antibody platform and the positive clinical experiences that support its commercialization efforts [1]

Summary of the Conference Call Company and Industry Involved - The conference call involved Huayi Brothers and the health industry, specifically focusing on the collaboration with Le Yuan Zhong. Core Points and Arguments - The meeting was hosted by Huayi Brothers' analyst, Qin Jiawei, indicating a focus on strategic insights for investors [1]. - Julia, presumably a key executive, was invited to provide a business update, suggesting a significant emphasis on operational performance and future strategies [1]. Other Important but Possibly Overlooked Content - The presence of investment leaders from the health sector indicates a potential interest in cross-industry collaboration and investment opportunities [1]. - The format of the meeting suggests an interactive approach, allowing for direct engagement between investors and company representatives, which may enhance transparency and investor confidence [1].

Summary of Conference Call Company and Industry Involved - The conference call was organized by CITIC Securities Co., Ltd. to assist a listed company in a whitelist meeting, limited to invited guests [1] Core Points and Arguments - The content of the meeting does not constitute investment advice under any circumstances [1] - Participants are advised to fully understand various investment risks and make investment decisions based on their own situations, bearing the investment risks independently [1] Other Important but Possibly Overlooked Content - The meeting emphasizes the importance of individual responsibility in investment decisions [1]

Company and Industry Summary Company Overview - The meeting was initiated by inviting the CEO to provide an overview of the company's various business segments and share insights on the previous year's performance [1] Core Insights and Arguments - The CEO expressed gratitude for the attendees' participation in the exchange meeting, indicating a focus on transparency and communication regarding the company's status and future outlook [1] Additional Important Content - The discussion included a brief recap of the previous year's performance, although specific financial metrics or growth percentages were not detailed in the provided excerpt [1]

Summary of Conference Call Company/Industry Involved - The conference call involves 康康生物 (KangKang Biotech) and the 健体研究会 (Health Research Association) [1] Core Points and Arguments - The call was initiated by Dr. Xia from 康康生物, confirming that all participants could hear him [1] - Dr. Xia expressed concern about the audio quality due to the use of a mobile phone during the call [1] Other Important but Possibly Overlooked Content - The introduction of the call indicates a collaborative effort between 康康生物 and the 健体研究会, suggesting a focus on health-related research and potential developments in the biotech sector [1]

大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后我们跟大总已经在线了还有一个李博应该马上也播录了待会介绍的时候就是大总李博好吗 大家好欢迎参加康方生物进化交流电话会议下面开始布报名字声声明布报完毕后主持人可直接开始发言本次会议为中信剑投证券股份有限公司中信剑投协助上市公司组织的白名单会议仅限受邀嘉宾参会本次会议内容在任何情形下都不构成对会议参加者的投资建议敬请会议参加者充分了解各类投资风险根据自身情况自主做出投资决策并自行承担投资风险 未经中性箭头和演讲嘉宾许可任何机构和个人不得以任何形式将会议内容和相关信息对外公布、转发、转载、传播、复制、编辑、修改等如有上述违法行为中性箭头保留追究相关方法律责任的权利各位好 各位好 我是那个康康生物的夏博士 我想看看你们是不是都能听得到我说话因为我也是在一个就是会议上就是上来拿着手机在打电话我怕你们听不到都能听到吧夏伯春您好我是建筑研究会非常清楚好呀那太 ...