更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 中国通信服务20240417_原文 2024年04月18日18:17 发言人 00:00 大家下午好，今天下午我们非常荣幸的邀请到了中国通信服务口干部的钟总和梁总两位领导来 为我们各位投资人去介绍一下我们二三年整体的一个业绩情况，然后来回答各位投资人的问题。 周总好，梁你好，可以听到吗？应该的，谢谢。好好好好，那要不先请钟总和梁总简要的介 绍一下咱们公司2023年的一个业绩情况，然后再咱们再进行问答。好的，我们先请我们的投 管部的经理梁以前梁小姐这边介绍一下公司的一些基本情况。谢谢，是客人，谢谢。 发言人 00:40 客人，现在由我来先介绍介绍一下我们公司的基本的情况。如果你们有我们的业绩的材料的话 可以同步的翻一翻。就是我目前开始的就是在第16 页，在我们二三年的业绩的材料。 发言人 01:00 我们中国通服的定位是新一代综合智慧服务商，提供综合一体化智慧解决方案，就是 TIS、CPO 还有 ACO 的服务。TIS 就是电信基建服务，就是包括设计施工还有监理的服务。在二三年占我 们收入是 51%，增长 4.4%。 发言人 01:23 电信基建服务基就是 ...

嗯嗯 大家晚上好欢迎大家参加今天晚上的发布会欢迎大家去年我们升级了全新的企业战略升级到人车家全生态汽车就成了我们战略重要的组成部分今天晚上 小米苏西的发布让人车家第一次真正的闭环所以今天对我们来说是非常重要的一件事情借这个场合的话我也想跟大家分享几组数据这个数据是我们前不久财报刚刚发布过的第一个就是去年我们全球销售了1.46亿支手机连续14个季度全球第三 第二个数字是此时此刻为止正在使用小米手机和小米平板的用户全球达到了6.41亿人这为我们小米汽车未来的发展打下了良好的基础第三点小米一直坚持技术为本持续加大研发投入去年我们投了191亿人币 预计今年将达到240亿人民币还有汽车等新业务的话呢去年我们投入了67亿人民币加上股权级别的话一共75亿人民币我们用真金白银来表达了认真造车的决心和态度为了把车造好 我们不惜代价我们在全国300个城市展开了全面的测试行驶的总里程超过了540万公里相当于绕地球135圈这个测试规模相当的庞大我们投入了辆车总数576辆应该是全国所有车型里面 最大一次规模的很多人在很多的地方看到了小米的测试车队这是因为我们投入的测试车辆特别特别多去的城市也特别的多我们为了把车做好在这方面我们的投入是 ...

Summary of Cambridge Pharmaceuticals Conference Call Company Overview - Cambridge Pharmaceuticals is a China-based specialty pharmaceutical company focused on rare genetic diseases with a global orientation [3][4] - The company has developed an integrated platform for research, development, manufacturing, and commercialization of products addressing unmet medical needs [4] Product Focus: Omoprubart (CAM-106) - Omoprubart is an anti-C5 monoclonal antibody being developed for the treatment of paroxysmal nocturnal hemoglobinuria (PNH) and other complement-driven diseases [6][8] - The drug has an extended half-life and is positioned as a long-acting alternative to existing therapies [43] Clinical Trial Insights - The Phase 1b trial in China involved three cohorts with varying doses: 20 mg/kg, 40 mg/kg, and 80 mg/kg [15][16] - The primary objectives were safety, pharmacokinetics, pharmacodynamics, and efficacy, particularly in reducing LDH levels and improving hemoglobin [17][34] - The study showed that the drug was well tolerated with mild to moderate adverse events, and no serious adverse events were reported [21][33] Efficacy Results - Significant reductions in LDH levels were observed, indicating effective hemolysis inhibition [26][30] - Hemoglobin levels increased across all cohorts, with many patients achieving transfusion independence [31][32] - The mean hemoglobin levels reached thresholds considered transfusion avoidance in both China and the West [32] Market Opportunity - The global market for anti-C5 therapies is projected to exceed $9 billion by 2025, with a significant patient population in China [8][14] - The prevalence of PNH in China is estimated at around 23,000 patients, with a lack of effective treatment options currently available [14] Competitive Advantages - Omoprubart is dosed every four weeks, compared to existing therapies that require dosing every two weeks, potentially reducing the burden on healthcare systems and patients [43][44] - The drug aims to address the limitations of current therapies, particularly the risk of severe breakthrough hemolysis associated with other treatments [45][46] Future Plans - The company plans to initiate a Phase II trial by the end of 2023, with an NDA submission expected in the first half of 2025 [36][48] - Cambridge is also exploring additional indications for Omoprubart beyond PNH [35][51] Conclusion - The preliminary results from the Phase 1b study are promising, indicating that Omoprubart could provide a significant therapeutic option for patients with PNH in China and potentially other markets [50][52]

CANbridge Pharmaceuticals (01228) Update / Briefing June 07, 2023 12:00 PM ET Speaker0 Good day, ladies and gentlemen. Welcome to Cambridge's Live Marley Mainland China approval call. It's our great honor to have the following management with us here today. Doctor James Hsu, founder, chairman, and CEO of Cambridge Pharmaceuticals. Doctor. Gerald Cox, Chief Development Strategist Marcelo Tureski, Chief Commercial Officer and Glenn Hassan, Chief Financial Officer. Management team will give us a presentation o ...

Summary of Key Points from the Conference Call Industry and Company Involved - The conference call primarily discusses the gaming industry, specifically focusing on Tencent and its advancements in gaming technology and applications. Core Insights and Arguments 1. **Technological Advancements in Gaming** The gaming industry has a symbiotic relationship with cutting-edge technology, continuously adopting and applying the latest technological advancements to enhance user experience [1][49][48]. 2. **AI and Gaming Technology as Drivers of Innovation** Gaming technology is not only innovating game products and development methods but is also expected to bring new possibilities to various sectors, including AI and chip technology [2][49]. 3. **Introduction of Multi-Agent AI** The integration of multi-agent AI into gaming environments allows AI to learn complex decision-making capabilities, simulating human-like perception and reasoning [2][49]. 4. **Digital Twin Technology** The development of large-scale digital twin technology has significantly accelerated, with the ability to reconstruct urban assets at a speed 100 times faster than before, providing critical support for digital twin applications [2][3]. 5. **Cross-Industry Applications of Gaming Technology** Tencent is exploring the application of gaming technology beyond traditional gaming, aiming to create a more universal technology system that can be utilized in various fields [4][51]. 6. **Collaborative Projects** Tencent is collaborating with various organizations, such as Southern Airlines, to develop advanced simulation systems that enhance training for pilots, showcasing the practical applications of gaming technology [3][5]. 7. **Cultural Heritage and Education** Projects like "Cloud Tour the Great Wall" and "Digital Dunhuang" aim to provide immersive educational experiences, utilizing gaming technology to promote cultural heritage and enhance learning [8][12][50]. 8. **User Engagement and Experience** The introduction of new features and updates in gaming applications aims to enhance user engagement, with significant increases in user interaction metrics reported [12][9]. Other Important but Possibly Overlooked Content 1. **Future of Gaming Technology** The call emphasizes the potential for gaming technology to evolve into a more general-purpose technology, moving beyond traditional gaming applications to impact various industries [4][51]. 2. **Community and Cultural Impact** The gaming industry is positioned as a platform for cultural exchange and education, with initiatives aimed at making cultural heritage accessible through interactive experiences [8][12]. 3. **Technological Collaborations** Ongoing collaborations with leading tech companies like NVIDIA are aimed at enhancing the capabilities of gaming engines and tools, indicating a focus on continuous improvement and innovation [52]. 4. **Focus on Accessibility** The development of technologies to assist visually impaired users demonstrates a commitment to inclusivity and accessibility within the gaming space [43][44]. 5. **Sustainability and Social Value** The exploration of sustainable practices and social value through gaming technology reflects a broader commitment to societal impact beyond entertainment [50][45].