或在文字交流区提交您的问题通过电话端进入投资者请按新一键提问请按信号键转数字一键谢谢唐总要么我再请教几个问题就是我们现在的天下交付这个金人客大概的校区规模在读人数现在大概能帮我稍微更新一下我们目前 对一万多就棉花的一个角度然后人工智能的课程的这个定价水平是在一万五到两万五之间就课日费一年的水平那这个那这个比飞龙技能还是要贵些的对的是是要贵些的所以在二五年的一个整个产品的一个调整我们计划就是 也能提高我们的一个需费水平因为人工智能的整个课程框架体系的一个交互它是跟着国家的一个赛事体系去匹配的所以学习这个体系的课程呢对家长而言是能够有一些具象化的一些成果的一个产出的就赛事嘛 数量现在不多目前规划的已落地的是四家还有待改改呃还有一个还有一些还有一几家是待改改的是大概是有一个七八家嗯明白明白我们明年呃现在有大概的开店计划吗还是说现有的店他其实做一个这个融化升级 到底扩多少家店呢等到那个寒假班的数据结束之后再来做这种相关的预算计划明白明白我们这两天现在讨论来整个选秀赛会怎么样我们报名的你好呀挺好的我们续费率啊就是单店就在正常的一个招生十点的话做流量包的这种招生单店是月经可能能实现一百人次以上的这种招录的啊 后期我们就要 ...

Summary of Conference Call Company and Industry Overview - The conference call primarily discusses the developments and strategies of a company involved in the organization of events, particularly in the artificial intelligence (AI) sector and marathon events. The company aims to leverage platforms like the World Artificial Intelligence Conference to build a service ecosystem in the AI field [6][7][8]. Key Points and Arguments Artificial Intelligence Sector - The company plans to enhance its influence and capabilities by hosting the World Artificial Intelligence Conference, which is expected to gain more prestige and impact in the coming year [6]. - A focus on creating a service ecosystem for AI startups, including providing resources for financing, project roadshows, and media exposure [8]. - The introduction of a membership model and paid services for knowledge sharing and events, aiming for a diversified revenue structure [9]. Marathon Events - The Shanghai Marathon has seen a significant increase in participation, with nearly 260,000 registrants this year, a rise of at least 20-30% compared to the previous year [11]. - Innovations in the marathon include the introduction of a competitive wheelchair category and enhancements in participant experience and route optimization [11]. - The company aims to align with international standards to attract more international runners and plans to enter the World Marathon Majors by 2027 [12]. Event Management and Venue Operations - The company has organized over 90 exhibition projects this year, with a total rental area exceeding 10 million square meters, marking a 6% increase from the previous year [2]. - The rental rates for venues have increased by 5%, contributing to improved occupancy rates [2]. - Future plans include expanding operations to other venues and possibly managing additional venues similar to the successful operation of the Expo venue [20]. International Expansion and ESG Initiatives - The company has made efforts to expand internationally, including participation in events in South America and Singapore, with plans to continue this trend [14]. - An emphasis on Environmental, Social, and Governance (ESG) practices, with plans to release the first ESG report in April next year, focusing on green management and logistics [15]. Strategic Acquisitions and Partnerships - The company is exploring strategic acquisitions in the pet industry and other sectors to enhance its portfolio and revenue streams [16][17]. - There is a focus on developing proprietary IP for events, with several new projects launched in collaboration with international partners [18]. Additional Important Content - The company is responding to market demands by diversifying its event offerings and enhancing the overall experience for participants and attendees [10]. - The management is aware of the challenges posed by geopolitical factors in international expansion and is committed to a stable approach in pursuing new opportunities [14]. This summary encapsulates the key discussions and strategic directions outlined in the conference call, highlighting the company's commitment to growth in the AI and event management sectors while addressing market trends and operational enhancements.

大家好欢迎参加中泰商社首发经济系列会议中心商业交流电话会议目前所有参会者均处于丁状态下面开始布报你的声明声明布报完毕后本次电话会议服务于中泰证券正式签约客户 董办领导然后跟大家做一个公司的一个近况的一个分享因为中心商业这一块的话呢其实在这个沈阳的这个最核心的商圈其实过去一直都在对一些这个新的新的一些业态包括一些这个这个手电的一些这个引路其实都是做了之前在做一些大量的自己的工作然后这一次这个文件的一个整体的一个出台我们觉得其实对于这一方面零售业的一些这个 中心商业多年来一直是围绕着主业去稳健经营的我们在疫情以来实际上我们一直在普练内功加持推进我们的经营管理服务文化的各方面的创新不断的提升经营能力这些实际上也反映在我们2023年的业绩里边 这个下降的幅度主要是因为我们23年做了这个员工持股计划由于它这个费用影响如果要剔除了这个影响之外我们利润总额实际上是经营方面的利润总额实际上下降了不到5% 4.8%然后中心商业其实我们觉得真是一个巧而美的商业公司其实具有非常高的安全边际我们现在的市值是30个亿左右 比较关注的几个问题想向您先做一个整体的请教第一个的话就是想请教一下在整体的三季度以及包括四季度的经营的一个趋势因为 ...

我们看公司最近其实也开始做了一些多样化发展的这种策略的尝试相信大家包括我们也是高度关注那开场的这个时间呢可能还是先交给袁总要不先辛苦您几分钟吧能不能讲一讲我们目前看到这个2014年Q4还有今年全年对这个让价的这个预期的一个这个总结看能否先上线做一个提示袁总 因为J4季度已经进入啤酒行业传统的一个淡季了那大家从我们2023年季度的年度报告也可以看得到其实J4季度占公司整体的销量的比例是比较少的J4季度23年只占啤酒销量的13%到14%左右所以从J4季度来看首先J4季度整体上就是啤酒行业的一个淡季 从我们公司负分的角度来看,目前暂时没有感受到特别大的明显的变化也就是说当下我们感受到的情况是没有再继续变差但是也没有说比如说像人均消费低就餐频次减少这些现象也并没有感受到特别明显的变化 但切忘记的时候行业需求目前能有什么展望或者说公司的预期的角度您觉得我们其实现在更多不是看Q-star就看二五年了从量价成本极快我们自己大概是个什么样的一个展望展望二五年的话目前首先定义我们暂时没有办法去跟大家分享具体的财务数据的展望比如说从销量的角度 能跟大家分享的是呢,第一,我们这个加州国全球的总裁在之前接受媒体采访的时候呢,对中国整 ...

It is composed of two large markets in Australia and South America. The other markets, such as the Middle East, Africa, North America, and so on, each can stand at about 35% of the market share. So from the perspective of income, the company is not dependent on the domestic market. In fact, there is about half of the dependence on the overseas market. But if we look at it from the perspective of profit, the contribution of the overseas market in terms of profit, The core of this is the domestic market. In t ...

Summary of Conference Call Records Company and Industry - The conference call primarily discusses **Great Wall Motors** and its new vehicle models, particularly focusing on the **Hyper-Z architecture** and the **off-road vehicle market** in China. Key Points and Arguments 1. **New Model Launches**: The **Hyper-Z 500** model began pre-sales on December 3, receiving approximately **6,000 orders** within the first 24 hours, with daily orders currently ranging from **100 to 200 units** [1][2][3]. 2. **Sales Growth Potential**: The company anticipates a continuous increase in orders due to effective marketing and channel transformation, with a strong probability of replicating past successes with new products in 2025 [2][3]. 3. **High-End Vehicle Strategy**: Great Wall Motors is focusing on high-end vehicles, with plans to launch **four new models** under the **Tank** brand next year, indicating a strategic shift towards premium offerings [2][3]. 4. **Market Demand**: The off-road vehicle market in China is experiencing growth, with sales figures for 2023 and 2024 showing an increase from **500,000 to 620,000 units**. The penetration rate for SUVs over **100,000 units** is projected to rise from **4.4% to 7.5%** [4][5]. 5. **Sales Projections**: The **Tank 400** and **Tank 800** models are expected to achieve monthly sales of **3,000 to 5,000 units** each, contributing significantly to overall sales growth [6][7]. 6. **Profitability**: The anticipated sales increase from the new models could lead to an additional **30 billion yuan** in profit for the company [6][7]. 7. **Competitive Landscape**: The market for high-end MPVs is relatively sparse, with few competitors, which positions Great Wall Motors favorably to capture market share with its new offerings [8][9]. 8. **Product Differentiation**: The new models are designed to offer better performance and features compared to existing products, enhancing their competitive edge in the market [4][5]. 9. **Future Model Plans**: Great Wall Motors plans to introduce several new models, including a revamped **Shalomax** and a new **20,000 yuan SUV**, expected to launch in the second half of the year [10][11]. Other Important but Possibly Overlooked Content - The company is also focusing on improving the **supply chain** and **marketing strategies** to better align with consumer demands and enhance sales performance [8][9]. - The **HIFU platform** will be utilized in new models to improve energy efficiency and reduce costs, indicating a commitment to innovation and sustainability [10][11]. - The overall strategy reflects a shift from a **volume-based** approach to a **value-based** approach, emphasizing quality and profitability over sheer sales numbers [2][3].

证券代码：688081 证券简称：兴图新科 武汉兴图新科电子股份有限公司投资者关系活动记录表 （2024 年 12 月 19 日） 编号：2024-002 | --- | --- | --- | |----------------|------------------------|-----------------------------------------------| | | R | 特定对象调研 £分析师会议 | | 投资者关系活动 | □ 媒体采访 £业绩说明会 | | | | □新闻发布会 □路演活动 | | | 类别 | R 现场参观 □电话会议 | | | | | □其他 （请文字说明其他活动内容） | | | | 华泰证券 王 兴 嘉实基金 王 维 华泰证券 田莫充 | | 参与单位名称及 | | 开源证券 陈宝健 景顺长城 江 磊 华泰证券 李 聪 | | 人员姓名 | | 东兴证券 刘 航 （排名不分先后） | | 会议时间 | 2024 年 12 月 | 16-2024 年 12 月 18 日 | | 会议地点 | 公司会议室 | | | 上市公司接待人 | | 董事长：程家明 董事 ...

证券代码：601008 证券简称：连云港 公告编号：临2024-048 江苏连云港港口股份有限公司 关于接待机构投资者调研的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 江苏连云港港口股份有限公司（以下简称"公司"）于 2024 年 12 月 19 日通过现场会议交流形式接待了机构投资者调研，现将有关调研情况公告如下： 一、调研情况 调研时间：2024 年 12 月 19 日 调研方式：现场会议交流 调研机构名称：太平洋证券 公司接待人员：董事会秘书沙晓春，证券事务代表韦德鑫。 二、调研交流主要内容 问题一：我们关注到公司半年报披露，上半年公司完成吞吐量 3919.32 万 吨，同比增加 9.91%，增量的部分是不是去年资产重组进来的码头产生的？ 回答：今年 1-6 月份，公司完成吞吐量 3919.32 万吨，同比增加 9.91%， 2023 年末公司完成新东方集装箱 51%股权、新益港 100%股权并购工作，上年同 期吞吐量按同口径计算。 问题二：公司散杂货比较多，前几大货种有哪些？ 回答：公司装卸的散杂货货类较多， ...

本次电话会议仅服务于华创证券研究所客户不构成投资建议相关人员应自主作出投资决策并自行承担投资风险华创证券不应使用本次内容所导致的任何损失承担任何责任专家发言内容仅代表专家个人观点不代表本公司观点 任何机构或个人不得以任何形式复制、刊载、转载、转发引用本次会议内容否则由此造成的一切后果及法律责任由该机构或个人承担本公司保留追究其法律责任的权利市场有风险投资需谨慎好的 好的 感谢会议助理 和这个智慧交通 包括高速 还有这个人性的智慧交通的 包括了这个车路灵另外一个还有这个 包括安防这块的这个收入嘛就是安防 去年的话80亿安防 50亿多亿然后交通的差不多30亿 那么B端这块呢也就分两块吧一个就是说高速公路这块因为它自负一推嘛就把它当做这个B端还有就是安床这块的一些典型的一些这个B端行业这基本上这么大概的一个业务结构那么整体上安床这块的话业务都相对都比较平稳那么 这个也过了一两个月吧三个月左右的时间呢也临近那些很多地方的这个两会的时间了包括这个第一批20个城市这个车路云这个一体化试点的城市呢那么那么从目前的情况来看我觉得到明年吧明年特别上半年吧特别是这个化寨这块儿相对来讲今年高于段落然后到明年的话这个 包括前段时间大 ...

Summary of Conference Call Records Industry Overview - The conference call primarily discusses the coal and chemical industries in China, focusing on production, sales, and market dynamics. Key Points Production and Sales Data - In the current month, the company produced **12.06 million tons**, marking an **8.2% increase**. Sales reached **25.8 million tons**, an **11.54% increase** [1] - For the first **11 months**, total production accumulated to **1.26 billion tons**, with an increase of **2.3 million tons**. Sales amounted to **2.6 billion tons**, increasing by **5.8 million tons** [1] - The finished urine yield was **168.4 tons** in January and early November, reduced by **200,000 tons** due to production equipment downtime. In November, the yield was **16.9 tons**, reflecting a **22.5% increase** [2][3] Market Dynamics - China's coal-fired equipment produced **9.4 billion tons** of coal from January to October, exceeding the previous year's output by **300 million tons**. This increase is attributed to the economic situation [2][3] - The QCB market is expected to remain stable, with current prices ranging from **7300 to 8600 USD**. The average sales price for QCB from January to October was around **7900 USD** [2][3] - The price of large factories at the end of November was **887 yuan per ton**, with a decrease to **796 yuan** in December [2][3] Industry Challenges - The global temperature fluctuations and climate change have impacted the stability of the domestic plant-based farming market, leading to reduced crop supply [1][2] - The overall supply-demand balance is weakening, with prices not rising as expected due to various factors, including fixed-cost limitations in coal production [1][2][3] Future Outlook - The expansion of high-voltage elements in ports is anticipated to accelerate port activities, with a projected expansion period of **780 to 830 months** [2] - The company is focusing on increasing the level of creativity in sales while adhering to regulatory frameworks, aiming for high-value sales [6][7] - The long-term contract outlook remains positive, despite fluctuations in pricing and market conditions [6][7] Miscellaneous Insights - The company is actively managing its transportation costs, which vary by region, typically ranging from **100 to 300 RMB** [11] - There is a concern regarding overproduction in the coal market, with significant growth in imported coal [12][13] - The overall economic environment is expected to improve next year, which may positively influence coal demand [12][13] Conclusion The conference call highlights the current performance and challenges faced by the coal and chemical industries in China, with a focus on production metrics, market dynamics, and future strategies. The company is navigating through a complex landscape influenced by economic conditions, climate change, and regulatory requirements while maintaining a positive outlook for long-term contracts and market stability.