尊敬的投资者和广大支持贝加捷的朋友们大家下午好欢迎参加贝加捷2024年第三季度业绩说明会本次会议采用视频结合文字互动的形式和大家进行互动交流非常感谢上海证券交易所上证路演中心为本次业绩说明会提供的良好互动交流平台我是主持贝加捷董事会秘书薛永福首先请容许我介绍出席本次会议的公司管理层 他们分别是公司董事长兼总经理张文森先生,主力董事李志斌先生,公司财务总监姬宇芳女士以及我本人,欢迎大家积极参与本次业绩说明会。本次业绩说明会分两个部分,第一部分是公司的业绩概述,第二部分的话是留一些时间跟大家进行一些网络文字的互动。 首先是公司的业绩概述分三个部分跟大家做一些交流第一公司的基本情况介绍第二公司的经营业绩的概览第三公司的一个未来发展战略企业介绍部分公司的地位是江苏省旅游日化产品出口基地集省牙刷产业集聚区内骨干企业江苏省两化融合试点企业我们于2024年4月份 收购的三康系国内首家产业化耐温型包子益生菌BC01就是凝结亚胞杆菌BC01和下一代AKK益生菌的企业目前AKK益生菌已获得美国Self-Affirmed Grasp认定可以出口到美国及认可美国Grasp认证的其他国家按照传统食品和饮料原料进行销售这个我们也在前一段 ...

Company and Industry Summary Company Overview - The company is known as 上尾新材 (Shangwei New Materials), established in 2000 and listed on the Sci-Tech Innovation Board in September 2020. It has two R&D centers located in Shanghai and Nantou, Taiwan, and operates six production sites both domestically and internationally [4][6]. Industry Focus - The company specializes in environmentally friendly, high-performance corrosion-resistant materials, closed hardware materials, and new load materials. It is a leading global supplier of recyclable thermosetting materials [4][5][6]. Key Points and Arguments 1. **Innovative Products**: The company has developed EVCyclo resin and materials for glass fiber reinforced materials and carbon fiber composites, which are innovative, low-carbon products aimed at sustainability in wind turbine blades [1][2]. 2. **Recycling and Sustainability**: The lifecycle of the blades includes a focus on recycling, with a simple degradation process for the thermosetting resin, allowing for reuse in the production cycle. This contributes to a closed-loop economy and significant economic value [2][3]. 3. **Market Expansion**: The company has a global sales market, with a focus on expanding its international presence, particularly in Europe, America, Africa, and the Middle East. It has been actively addressing anti-dumping measures in various regions [5][7]. 4. **Financial Performance**: For the first nine months of 2024, the company reported a net profit of 65.04 million yuan and revenue of approximately 1.097 billion yuan, showing a significant increase compared to the previous year [11][12]. 5. **Debt Management**: The company has successfully reduced its debt ratio from 46% in 2021 to below 35% in recent years, maintaining a current ratio above 2, indicating improved financial stability [12][13]. 6. **Future Investments**: Plans for future investments include a commitment to return over 30% of distributable profits to shareholders as dividends, with a distribution rate of 35.3% achieved in the first half of 2024 [12][13]. 7. **Product Applications**: The company’s products are widely applicable in various sectors, including industrial, housing, renewable energy, semiconductors, and robotics. The focus is on developing recyclable thermosetting materials for diverse applications [5][10][14]. 8. **Recent Developments**: The company is expanding its R&D capabilities with the construction of a new innovation building in Shanghai and is actively participating in forums related to climate change and sustainable energy [16][17]. Additional Important Information - The company has received several honors, including recognition as a specialized and innovative enterprise in Shanghai and awards for innovative products in Europe [8]. - The company is committed to achieving 100% recyclable resin for wind power applications by 2030, reflecting its long-term sustainability goals [6][11].

看到就是特斯拉的话在这个4680 46系列还有一些进展包括也有一些包括specs等等这个这个呃这个不仅仅是车啊呃更多的一些领域都会用这个46系列的这个呃铝电池那么也请安总给我们介绍一下行业的进展以及我们公司的一些一些一些相应的一些进展啊那么我们把时间交给呃董事长安总有请安总谢谢 好谢谢王总的介绍大家好我是在这个就是在就是我们嘛在做一拉贯这个生产线的基础上往电视壳这个领域在拓展像王总说的是开发一个第二增强曲线这个其实我们在这方面这个开始大动作呢应该是在标志性的这个 当时特斯拉的这个世界电池日就是四年多以前的时候在那个时候我们基本上就是对这事开始对在电池方面开始有比较大的动作还是正式在这个全面吧应该进入这个领域 总的来讲是这样子的就是易拉惯的那种原著性和4680的这个系列很接近我们觉得做这个事应该不是太难对我们来讲因为超薄机程序技术以及高速风冷线方面的这些事我们都是 很容易能够再进行一个相当于二次开发或者再重新再针对这个需求再做一个研发应该是问题不大的所以当时在这样的一个制造思想下往下进展那么实际情况就是4680这种大圆柱电池虽然都是圆柱但是它从 这个18和21这个小直径扩展到大直径之后还是有很多这个原来想不到的 ...

Summary of Conference Call on N3 Shares Industry Overview - The engineering machinery industry is believed to be entering a reversal phase, including both stock price and fundamental reversals, which have been anticipated since last year [1][2] - The industry has reached historical highs, with some stocks, such as Liu Gong and Shan Tui, showing potential for over 100% growth from their lows [1] - The reversal is driven by several cycles, including the replacement cycle (6-8 years) and the real estate cycle, which significantly impacts the entire industrial chain [2] Key Points on N3 Shares - N3 is positioned well within the engineering machinery sector, particularly in excavators, which are crucial for earthmoving and construction [3] - The company is expected to benefit from both internal demand (due to economic recovery and real estate policy changes) and external demand (increased demand from countries involved in the Belt and Road Initiative) [3][4] - N3's market share in the domestic push-dozer market is approximately 70%, making it the third-largest globally, following Caterpillar and Komatsu [7] Financial Performance and Projections - N3's revenue is projected to reach approximately 140 billion CNY, with potential growth driven by the integration of Shandong Jianji and the expansion of excavator operations [20][28] - The company has announced an 18 billion CNY cash acquisition of Shandong Jianji, which is expected to enhance its excavator business significantly [18][19] - N3's profit growth is anticipated to be around 30% annually, with a projected net profit of 10 billion CNY this year and 13 billion CNY next year [32] Competitive Advantages - N3 has a strong product lineup, including new excavator models that leverage advanced technology and efficient fuel consumption [12][13] - The company benefits from a robust distribution network, with over 160 overseas agents, enhancing its sales capabilities [13] - N3's integration with Shandong Heavy Industry Group provides synergies and strengthens its market position [16] Market Dynamics - The demand for excavators has been increasing, with construction and mining sectors showing positive growth trends [23] - The real estate sector's recovery is expected to further boost demand for engineering machinery [2][24] - N3's competitive edge lies in its ability to innovate and expand its product offerings, particularly in the excavator segment, which is projected to have significant growth potential [10][30] Valuation and Investment Outlook - N3's current valuation is considered low compared to its peers, with a projected PE ratio of around 11-12 times for 2025, making it an attractive investment opportunity [29] - The company's return on equity (ROE) is the highest among major competitors at 15%, indicating strong profitability [29] - Analysts recommend N3 shares due to its growth potential, competitive advantages, and favorable market conditions [30][32] Conclusion - The engineering machinery industry, particularly N3, is poised for significant growth driven by internal and external demand factors, innovative product offerings, and strategic acquisitions [30][31] - The upcoming Shanghai Bauma Exhibition will provide further insights into N3's future strategies and product developments [32]

今天我们的业绩说明会将分为三个部分首先邀请大家欣赏公司的宣传视频然后呢我们会对公司2024年三季度的主要经营指标进行说明最后是针对投资者关心的主要问题来和大家进行问答交流希望通过今天的业绩说明会让大家了解职邦家居近期的一个经营情况 下面我们用视频集景的方式带大家线上参观一下芝邦总部展厅及智能工厂进一步了解芝邦的业务范围和经营实力接下来请各位欣赏视频家有多少种惊喜 将音符揉进空间奏响我的音乐家对话意识源拍翻我的游戏家 重构每种秩序掌控我的魔法家装得下一世热爱是我的运动玩家美得浑然天成 品味我的艺术家百变成家给你百变惊喜All things are meticulously crafted over timeAs landscapes change with the seasonsWe never cease our effortsIn reshaping a better homeand a better lifeCustomizer of a better life ZBOM Whole House 3.0 Integrated Shoe RowsEnhanced AestheticsGreater Inte ...

好的尊敬的各位投资者大家下午好欢迎大家参加华创证券年度策略会本场是安静食品的线上交流我们也是非常荣幸邀请了安静食品的证券事务代表郑如南总来给大家做一个线上的一个交流分享郑总郑老师您好郑总您好 嗯嗯好的好的呃呃 那先有请会议秘书就是先播报一下提问方式吧然后看有想提问的投资者可以先上我们先准备一下或点击旁边的举手按钮顺行语音提问谢谢网络端的参会者您可以在直播间互动区域内文字提问 郑总 我们在等待会议的间隙我也跟您先请教几个共青的问题了第一个就是因为现在也进入到四季度正处在咱们整体销售的一个偏旺的一个季节然后就是想请教一下在四季度整体的销售包括一些生产销售情况一个大概的表现以及因为去年大家都知道天气转冷也是比较 10月份的情况呢整体还是会比较平淡因为我觉得可能跟整体市场的竞争包括整个大环境的情况我觉得多多少少是有一些影响 然后十月开始陆陆续续有开了一些区域的销售会然后启动会的这种其实也是有去拉动了一些动销包括有给了一些政策给了经销商大家进货的都会更积极一些所以从十一月份到现在差不多是半个多月这样子的数据来看整体情况还是会较十月份有所改善 那今年整体的情况就属于火锅料就是可能就是小幅的增长吧就是从我们从销售额的情况来 ...

各位投资者大家早上好我是浙江金属分析师王岚清那么由我今天给大家解析一下关于范格矿业的一个情况那么首先范格矿业啊它主要是三部分业业业务那么第一个就是它的一个基本盘啊减肥那么减肥的话呢公司的产能是200万吨但实际每年大概是100万吨多一点啊就是100多万吨的这样一个产量啊减肥 那么第二个业务的话就是碳酸链那么碳酸链的话呢大概一万吨的一个产能那么这两个业务的话呢公司目前主要是依托于青海察尔汗盐湖那么第三个业务的话呢也是公司的一个仓库那么公司作为聚龙桶业的一个二股东那么聚龙的话呢今年大概有18万吨的一个铜产量那么呢其实铜板块呢今年也成为公司的一个业绩大头也就是从仓库公司那里获得了一个投资收益其实已经超过了这个价肥和这个碳酸链那么首先呢我们看到 公司啊这个小老板以前其实是在青海那边那么后来拿到去查他的矿权之后呢其实公司是啊这个在这两块的话做了一个这样一个平海从这个先提卤就是他其实他的这样一个技术和以后股份是一样的就是先提老卤先提先提减肥那么得到了这个老卤这个啊剩下的这个液体里面还有 还有这个碳酸链那么碳酸链的话是经过这个摩家吸附这种工艺啊是接着把提甲之后的这个碳酸链给提出来啊也就是盐糊体里这样一种生产工艺那么呢这个工艺 ...

Summary of Conference Call Records Company/Industry Involved - The conference call pertains to a company in the insurance industry, specifically focusing on life insurance products and their performance metrics. Key Points and Arguments Business Growth and Market Trends - The company is experiencing accelerated growth, particularly in new business and value rates, driven by regulatory guidance aimed at high-quality development in 2023 [1][2][3] - The macroeconomic uncertainty has led customers to prefer more stable products, contributing to strong business growth in 2023 [1][2] - The company anticipates maintaining double-digit growth through 2025, although challenges may arise due to changing investment expectations in a recovering capital market [1][2] Value Rate Improvement - Significant improvement in value rates has been noted, attributed to reduced liability costs and enhanced product structure [3][4] - The company aims to stabilize value rates by adjusting product structures, including reducing the proportion of certain insurance products while increasing others [4][5] - The impact of regulatory changes, such as the "Bao Xin He Yi" policy, has been significant in enhancing value rates, particularly in the bancassurance channel [4][5] Product Strategy and Market Positioning - The company plans to enhance its product offerings by increasing the proportion of dividend-type products and health insurance sales, despite the potential for lower value rates in these categories [4][5] - There is a focus on improving the competitiveness of products to maintain or enhance value rates, especially in the context of regulatory compliance [5][6] Cost of Liabilities and Financial Metrics - The company has seen a notable decrease in the cost of liabilities, with expectations for further reductions in the future [7][8] - Current liability costs for new products are significantly lower than for existing products, indicating a favorable trend for future profitability [7][8] - The company is actively managing its asset-liability matching to ensure long-term sustainability and profitability [25][26] Sales and Distribution Channels - The company is enhancing its sales force and distribution capabilities to capture market opportunities and drive growth [2][18] - There is a strategic focus on training agents to improve their sales capabilities for dividend-type products, which have seen lower sales historically [12][13] Investment Strategy and Market Outlook - The company is adjusting its investment strategy in response to market conditions, including a focus on fixed-income securities and equities to optimize returns [29][30] - The management is exploring innovative financial instruments and strategies to enhance investment performance and manage risks associated with changing interest rates [30][31] Regulatory Environment and Future Outlook - The company is closely monitoring regulatory changes and their potential impact on business operations and profitability [36][37] - There is an ongoing assessment of the company's solvency and capital adequacy in light of changing product mixes and market conditions [31][32] Other Important but Possibly Overlooked Content - The company is preparing for potential adjustments in investment return assumptions and the implications for future profitability [22][23] - The management emphasizes the importance of maintaining a stable dividend payout ratio to enhance investor confidence and satisfaction [33][34] - The company is committed to improving operational efficiency and cost management as part of its strategic transformation towards high-quality growth [36][37]

好的谢谢会议助理尊敬的各位投资人大家下午好欢迎参加香飘飘的线上矫方文交流会我是中天食品银行分析师方云鹏线上还有我的同事陈文博老师一同主持我们今天也是非常荣幸请到了公司管理层与大家进行交流分享线上的管理层包括公司总益周总以及IR李总非常欢迎两位领导 因为三级报也过了一段时间这一次我们就直接进入到问答环节首先先有请惠秘书播报一下提问方式周总 李总我这边可能有几个收集到一些问题我这边先向你们请教一下你们都听得清楚对吧好的 方总 我们都听得清楚好嘞 第一个就是还是想问一下我们三季度冲泡这一块之前有说到这个可能因为这个渠道备货可能偏谨慎稍微有一些沉压我不知道现在目前看下来就是这个十月包括十一月我们现在这个备货的一个情况怎么样因为也是四季度也是我们传统的这个冲泡的旺季对好的 那么今年呢就是从上一这个年度旺季结束之后呢因为在渠道终端的这个备货了这个消化跟大家的预期有一定的落差所以后来公司在策略方面做了一些调整从三月份持续上到七一八之后Q2Q3呢重点都在去库存所以Q2Q3我们整个 冲泡的出货量同比去年都是有所下降的其中的话Q3当季度同比下降将近15个百分点库存的具化到八月份左右基本上就是结束了然后到Q4十月份十一月份目前追踪 ...

各位投资人大家这个上午好那很高兴大家能够参加我们这次完美股份的一个交流我是国源商社首席理点那么今天我们非常荣幸的邀请到了完美股份的董立成总给大家就公司的一个情况做一个交流那么从公司披露的三级报大家也能看到整体在整个消费承压的情况下完美的业绩表现还是非常超预期的 那么在过去的双十一的表现当中我们也能看到不管是天猫还是抖音平台从低翻光数据上都能感受到完美整体还是有取得了比这个行业大盘更为亮眼突出的一个表现那么我想会议今天分成两个部分第一个部分我们首先邀请程总就公司的一些近况给大家做一个更新 以及对于明年从产品渠道营销策略方面还有公司的一些展望第二个部分我们开放问答环节那么首先有请陈总给大家做一个主要的交流有请陈总好的 谢谢各位国人谢谢姚老师的介绍首先就是也欢迎大家参加我们这次的交流 这是如刚刚吴老师所讲的完美组成的话从去年2023年1月1日以来到今年3月1日1月1日是4个月实现了收入和利润上方就是在30左右的一个增长也基本兑现了本土对于整个中产本地产品产品产商市场或者说我们之前做的一些预判的一个 陈总你这边声音稍微有点不是特别清楚稍微有点回声会有一些回声我不知道是您有耳机佩戴还是什么稍微有点 我觉得这一次大家可能 ...