这场金属负责人是郝俊那么今天我们推荐的标的是博客新台博客这个报告其实写的比较早 报告真正外发时间在12月底其实就发出来了为什么这个时点才会做强烈的这个公司性质的推荐我觉得跟市场风格有关博科其实可以算得上是周期里的成长股而且是那种真成长所以你会发现从股价上来看博科基本上站稳一个阶段就会站稳 吴亥会说这个上一个台阶之后再下来,二十二一年中的那一波拔到三十七块左右,还是说这个九二四以来直接干到四十五五十块左右,博科每上一个台阶都是非常踏实的。 那么12月底出的报告为什么现在才推荐是因为12月底的时候整个进入了元旦市场风格其实是偏向于偏保守的那么尤其是1月份团派要上台所以资金是有一些这个获利了结冲动的那么站在那个时点我们没有推荐博客但是 现在在劫后这样一个时点我们觉得风继续会吹AI的风继续会吹科技成长的风继续会吹那么博科将会受益于这一波含科量的提升而带来股价的进一步腾飞它是全球的软磁粉新的一体化龙头企业同时也是很有看点的它在打造第二增长级芯片电感这个芯片电感主要是能够跟AI算力服务器的概念能够融合 去年是业务的放降元年今年业务将会持续的贡献利润而且是直接供货英伟达的它可以说是一个英伟达概念股那么这个阶段的话英伟达也已 ...

Summary of Conference Call Industry and Company Involved - The conference call primarily discusses the agrochemical industry, focusing on specific products such as Abamectin (阿威金素) and Chlorantraniliprole (甲胃炎) [1][2][3] - The company mentioned is likely involved in the production and development of these agrochemical products, with a focus on market trends and pricing dynamics [2][25] Core Points and Arguments - **Product Pricing Trends**: - Abamectin's price has rebounded to 480 RMB per kilogram, while Chlorantraniliprole is at 760 RMB per kilogram, indicating a significant price increase from previous years [5][6] - The price increase is attributed to several factors, including resistance issues with competing products and increased demand due to pest outbreaks in regions like South America and Southeast Asia [5][4] - **Market Dynamics**: - The agrochemical market is experiencing a supply-demand imbalance, with demand outpacing supply, leading to a full order book for at least the first quarter [7][8] - The industry has seen a consolidation trend, with production capacity concentrated among a few leading companies, reducing the number of smaller competitors [13][21] - **Production Capacity and Adjustments**: - Current production capacities for Abamectin and Chlorantraniliprole are reported at 500-600 tons and 800 tons, respectively, with flexibility to switch production between different products based on market demand [8][9] - The company is also developing new products, including environmentally friendly biopesticides, which have received recognition for their innovative approaches [10][23] - **Future Outlook**: - The overall outlook for the agrochemical industry is positive, with expectations of continued price increases for key products like Abamectin and Chlorantraniliprole [25] - The company is investing in research and development, particularly in synthetic biology and AI technologies, to enhance product offerings and operational efficiency [23][24] Other Important but Possibly Overlooked Content - **Resistance Issues**: The emergence of resistance in pests has led to increased usage of Abamectin and Chlorantraniliprole, as farmers seek effective solutions [5][4] - **Environmental Considerations**: The company is focusing on developing sustainable and environmentally friendly products, which may align with global trends towards greener agricultural practices [10][23] - **Market Events**: The upcoming CAC International Agrochemical Exhibition is highlighted as a significant event for the industry, potentially influencing market dynamics and networking opportunities [7] This summary encapsulates the key discussions and insights from the conference call, providing a comprehensive overview of the current state and future prospects of the agrochemical industry and the company's strategic positioning within it.

Summary of Conference Call Records Company and Industry Overview - The conference call discusses the performance and strategic direction of a company in the scientific instruments and technology sector, particularly focusing on its recovery from previous losses and growth strategies for the upcoming years [1][4][7]. Key Points and Arguments 1. **Financial Performance**: The company has successfully turned around from previous losses, achieving a revenue growth of 12.5% year-over-year, with a net profit of 150 million [1][2]. 2. **Strategic Changes**: The management has implemented significant strategic changes aimed at enhancing operational efficiency and product quality, focusing on a "boutique strategy" to ensure all products meet high standards [5][26]. 3. **Market Conditions**: The macroeconomic environment remains challenging, but there is optimism regarding future growth driven by government policies and market demand for domestic products [3][14]. 4. **Investment in AI and Technology**: The company is actively investing in AI technologies to improve operational efficiency and product offerings, with plans to integrate AI into various product lines [6][19]. 5. **Sector Focus**: The company is concentrating on specific sectors such as environmental products, medical devices, and industrial applications, which are expected to drive future growth [7][9]. 6. **Government Policies**: Recent government policies favoring domestic production and technology are seen as beneficial for the company, particularly in light of export restrictions on certain high-end instruments [14][15]. 7. **Market Share and Growth Potential**: The company aims to increase its market share in the scientific instruments sector, with expectations of continued growth in both revenue and profit margins [21][25]. 8. **Challenges and Risks**: There are concerns regarding potential declines in government spending and the impact of international relations on business operations, but the company remains committed to navigating these challenges [21][30]. Additional Important Content - **Product Development**: The company is focusing on developing high-end scientific instruments and enhancing its product portfolio to meet market demands [48][49]. - **Employee Stability**: Management reassured stakeholders about the stability of the leadership team and the commitment of employees to the company's long-term vision [44][45]. - **Future Outlook**: The company is optimistic about achieving significant growth in the coming years, with projections of doubling revenue within four to five years [37][38]. This summary encapsulates the key discussions and insights from the conference call, highlighting the company's strategic direction, financial performance, and market outlook.

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 感谢大家参加本次会议会议即将开始请稍后 大家好欢迎参加中信箭头机械机械座观点目前所有参会者均处于静音状态下面开始播放免责声明风险提示及免责声明一本次会议为中信箭头研究发展部组织的闭门会议请面向中信箭头把名单客户参加会议的投资者不得制作会议纪要包括但不限于文字纪要录音录像截屏等形式 并对外转发给任何其他个人或机构擅自制作编辑及转发会议纪要引起不当传播的中信箭头有权追究其法律责任二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且中信箭头不承诺不保障所含具有预测性质的内容必然得以实现 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三本次会议包含信息均来源于中信箭头认为可靠的公开资料但中信箭头对这些信息的准确性时效性以及完整性不做任何保证本次会议如涉及专家分享该专家分享仅代表专家个人观点不代表中信箭头立场四 在法律法规及监管规定允许的范围内中信建筑可能持有并交易本次会议所提及公司的股份或 ...

Summary of Conference Call Company and Industry Overview - The conference call focused on the company "Shengzhi Construction," which operates in the generator manufacturing industry. The global market for generators is approximately 10 million units, with the company currently holding a market share of about 6-7%, translating to 600,000 to 700,000 units sold [1][2]. Key Points and Arguments - The company has maintained a stable scale over the past few years, with a capacity utilization rate consistently exceeding 100%. However, it has not expanded production due to certain limitations [1]. - A significant development occurred with the approval of land in Chongqing, which is expected to allow the company to double its production capacity. This removal of production constraints is anticipated to lead to an annual growth rate of 15% to 20% in its core business [2]. - The company is also exploring opportunities in the robotics sector, supported by local government initiatives in the Sichuan-Chongqing region. The limited number of listed component companies in this area presents a potential growth avenue for Shengzhi Construction [2]. - The company's growth in its core business is considered relatively certain, with a projected annual growth rate of 15% to 20%. This stability allows for a valuation of 20 times earnings, which could increase to 25 times if the company successfully transitions into robotics [3]. - Projections indicate that by 2025, the company's earnings could reach approximately 240 to 250 million, with a potential target market capitalization of around 6 billion, based on a valuation of 20 to 25 times earnings [3]. Additional Important Information - The company is positioned favorably within its industry, with a strong order backlog and a clear growth trajectory compared to its peers [3]. - The conference concluded with an invitation for further inquiries, indicating openness to investor engagement and interest in future developments [4].

财富星ETF头目说,我是今天节目主持人冯超,我来自北京分公司,目前担任财富星ETF的陈秉立,2018年开始进行师团的ETF交易,见证了ETF的崛起,积累了丰富的交易经验。今天我们节目将会聊到跟智能车、机器人相关的热点话题,为您解析机器人ETF。 今天我们也邀请到了最快嘉宾杨东老师杨东老师呢是财务经济TF的产品经理计算机科学与技术的学士14年的专业从业经历擅长的对于市场的趋势判断以及行业成长的逻辑分析接下来呢我们把时间交给杨老师啊让他们让杨老师给帮咱们回顾一下这一周的一个行情情况杨老师好的啊感谢何老师啊 很高兴和大家再次见面上周我们ETF市场还是出现了很多积极的表现 上阵指数呢终于是突破了很长时间的一个横盘的一个平台开始选择上攻那么虽然呢是落后于咱们深圳的一个城市深圳城市很早就已经突破了一个前期的一个压力走势是强于咱们上海市场的 但尤其是呢咱们这个呃上周五啊这周五啊咱们两市的一个成交合计的一个成交量啊又呢突破了啊两万亿的一个大关啊这点呢是非常有代表性上海市场呢实际上是8557亿深圳呢是1.37万亿这两块呢加起来合计得有2.2万亿实际上是 远超这个两万亿达官的啊这让咱们国内外的投资者不光是咱们啊纷纷的都猜测是不是 ...

的机器人这种行情演绎我觉得有几个比较鲜明的特点第一个特点就是说我们可以非常清楚的看到今年虽然说大家现在都在喊林翘首喊林翘首周边的东西但是我们可以非常清楚的看到一条演绎的过程从21年到21年开始有机器人的概念的炒作21到24年就是炒作的确实每年基本上就是涨一倍跌50%再涨一倍 每年都是一个翻倍的啊这个这个都有机会一到两次机会但是25年之后确实会有些不一样但是在过去几年里面它就是这样的一个炒作的一个浓动的一个过程在这里面其实在今年我们可以看到过去几年大家交易的我记得第一批交易的公司是以机械的啊传统的这些 这个机械里面的工程里面像爱斯顿托斯达包括很多这样的特别是爱斯顿这样的企业为主的做机器币的公司在当时的第一批的交易也是很火爆的并且在当时大家非常的关注电机类的公司特别像无宽率电机包括像争论各种电机的情况但是我们到现在可能听不到大家对于电机企业有多么的一个热衷度了在今年 然后在22年包括21年我们当时还在争议斜波啊斜波减速机现在已经没有人在争议斜波减速机的难度大家在争议的是斜波的产能的情况在在倒推这个价格的提升反而啊我们很很少看到就是对一个制造业大国后面大家还要去交易斜波的价格居然会提升这种 我觉得有点荒谬的一些一些 ...

大家晚上好 我是国庆电子凡次元欢迎大家在周六晚上参加我们组织的折叠屏系列的电话会今天的话主要是讲领域资料的深度报告然后由我们组的DM文老师进行讲首先我这边的话先讲一下我们整体的观点然后近期电脑版开发确实也是有很多热点我们对苹果产业的话是坚定持续看好 因为苹果产业的话 我觉得是后面的利好也是会相对比较多之前的利空也充分消化了包括iPhone16卖的不好 还有关税的一些影响那往后看的话 苹果还是会取景一些记忆的利好像4月份它的iPhone X的升级也会支持中文预测5月份和阿里巴巴合作会推出AI的一些功能在中国的这个苹果硬件产品上所以整体来看 我觉得后面AI专车落地 苹果产业应该是会积极受益 那展望明年的话苹果会推他的折叶手机那我们从产业链了解到苹果的折叶手机在这个结构件包括散热包括这个转轴这些方面就是还是做了很大的一些创新而且也会有比较大的一些价格量提升那你们知道的话作为苹果的结构件和散热的这个磨切件的龙头后面的话会积极收益另外的话公司在这个机器人这一块在积极布局单这个机器人价格量也持续在提升 后面有望受益于机器人的一个爆发所以整体来看我们对于整个苹果产业然后就是估值提升我觉得还是很有希望提升的因为之前的话可能大 ...

好各位投资者大家早上好欢迎接入黄振地产和两度物业的这一场新方交流会本场我们很荣幸的邀请到了两度物业的副总经理兼总秘赵总还有站头和头官的各位领导李总和黄总感谢他们的参加然后本场会议也是分两部分第一部分是请各位领导去对公司近期的经营情况进行一个介绍 第二部分的话如果大家有什么想跟赵总一同交流的也请可以积极去互动一下所以先把时间留给录页的各位领导各位投资者早上好能听到吗可以听到的好我先简单的介绍一下我们公司2024年的一个整体发展进行情况 首先是一个业绩情况因为我们不是也在前期发布了我们2024年的一个业绩预告整体来看公司预计2024年年度规模进利润是1500万元到2250万元之间然后与上年度相比可能会通币减少91%到88%然后实现规模进利润3500万元到5200万元之间 与上年同期相比同比减少50.14%到25.93%那么其实实际来看公司的一个实际经营情况并未出现重大的波动业绩下滑主要原因在于两个关键点第一个是安邦护卫的一个股价波动安邦护卫于2023年底上市对我司的年报业绩是具有一个较大的正向影响然后2024年安邦护卫可能股价有一个下跌的情况 产商运营的话是一直在打造一个产商营销物业服务的一体化模式签约云间信息产 ...

不展示了他在人形机器人的领域的成果然后呢公司自己的这个创始人的一些详细的介绍什么的也都是在二三年的大概八月份到十月份也发布了不少然后呢到了二四年二四年的话呢首先一月份的时候飞鸽01使用了这个胶囊咖啡机制作了咖啡的视频就引起了很大的关注显示了人形机器人在实际应用里面的一个潜力啊已经就是真正的一个上落地的一个可能性 二月份的话呢他获得这个包括英伟达微软亚马逊等等科技巨头六点七五亿美金的融资啊当时的估值的话呢是达到了二十六亿美金那么三月份的话呢他发布了首个OpenAI的大模型加持的机器人的demo然后显示机器人在AI技术加持下的这个强大能力到了二十四年的八月份他非常重要的一点是他中了他推出了第二代的人形机器人Figure02 那么这个产品的话呢在多个关键技术取得了进步同年的话呢他与宝马达成了战略合作计划在宝马工厂部署飞鸽01的机器人那么这是2024年2024年其实公司的进展就非常快特别是飞鸽02的一个推出那么2025年的话呢公司首先在二月份的时候宣布终止OpenAI的一个合作声称 在自主研发的端到端的机器人方面取得了重大突破然后前几天其实公司的创始人一直在剧透就是说会发布从来没有见过的特别强的机器人的视频 那么在昨 ...