中国国际金融股份有限公司中金公司会议仅限受邀嘉宾参会未经中金公司和演讲嘉宾书面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独白公布转发转载传播复制编辑修改等如有上述违法行为中金公司保留追究相关方法律责任的权利 这次会议是中国国际资产合作组织CICC的关闭会议只有邀请客人可以参加不需要CICC和评论员签署的允许任何组织或人员不得删除、翻载、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複 CICC reserves the right to investigate the relevant legal liability 各位投资者大家下午好欢迎参加梅花工系列中控技术的一个电话更新交流会我是中金机械分析师郭微秀今天和我共同组织的也有中金软件组的老师王志浩那么我们其实是在10月份10月份可以看到整体步入到今年的四季度新疆梅花工的项目是进入到了一个密集的环平期及密集的批复期 那么中控技术的话也是一个下游主要是受益于以石娃公为代表的流程行业里面的行业的核心资产所以我们今天非常荣幸的邀请到了 ...

大家上午好欢迎大家参加我们今天的这场电话会议我是东吴研究所张良伟今天我们这场的这个电话会议非常荣幸邀请到利优股份的副总经理和这个利优数字的 CEO 郑晓东 郑总跟各位做一个分享交流那AI加营销的话其实也是近期这个市场非常关注的一个焦点我们看到像海外的典型公司像APP Marvin这样的公司在业绩层面持续在体现那国内我们看到相关的营销公司其实在AI方面的布局的话其实也做了大量的准备 并且已经看出来一些效果所以今天我们先请郑总就利用数字在AI整个的和营销结合的布局做了哪些工作以及目前所呈现出来的什么样的具体的情况包括AI在里面如何去使用的基本的一些原理、道理都可以跟我们分享一下要不然我们就先请郑总跟我们做一下分享 各位投资者大家好我是旅游的郑云龙我在听得懂吗声音好 各位投资者大家好我是 我是Leo的郑晓东很高兴跟大家做个分享因为之前跟张总也做过一些沟通那么大家可能比较关心目前AI是如何在投放这个领域是来提效的因为过去两年其实我们更多的AI的关注点在生成识别AI更多的都是在降本这个纬度我们如何生成图片 如何生成视频 如何生成文案 对,那么Apollo Wing这个事儿其实是大家看到了AI在投放上的可以带来规模性利润 ...

Key Points Industry/Company Involved - **Company**: Beijing United Photon Arithmetic Technology Co., Ltd. and Suzhou Si Di Chi Group - **Industry**: AI Artificial Intelligence, High-Tech Commercial Center,国产算力 (domestic computing power) Core Views and Arguments - **Strategic Shareholders**: The company has introduced two strategic shareholders, Bai Bin and Xu Yunhui, to drive the continuous and stable development of new business areas. [1] - **Market Expansion**: The company aims to establish a solid foundation for the development of domestic computing power and occupy a position in the comprehensive solution. [2] - **Contract Achievements**: The company has signed contracts worth approximately 3.6 billion yuan for computing power services and another 3.6 billion yuan for new contracts. [3] - **New Business Goals**: The company plans to expand its business in the field of domestic computing power, aiming to become a leader in the industry. [4] - **Traditional Business Integration**: The company aims to integrate its traditional military business with AI and domestic computing power, contributing to the development of military equipment. [5] - **Import Substitution**: The company aims to replace imported products with domestic computing power solutions due to export restrictions on high-tech products. [7] Other Important Content - **Domestic Computing Power Demand**: The company expects the demand for domestic computing power to reach a trillion yuan by 2025. [8]

证券代码：600804 证券简称：*ST 鹏博 编号：临 2024-144 债券代码：143606 债券简称：18 鹏博债 鹏博士电信传媒集团股份有限公司 关于参加 2024 年青岛辖区上市公司投资者 网上集体接待日活动的公告 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个别及连带责任。 为进一步加强与投资者的互动交流，鹏博士电信传媒集团股份有限公司（以 下简称"公司"）将参加由青岛证监局、青岛市上市公司协会联合举办的"2024 年青岛辖区上市公司投资者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录中国证券报中证网 （https://www.cs.com.cn）参与本次互动交流，活动时间为 2024 年 11 月 28 日 （周四）15:00-17:00。届时公司高管将以在线交流形式就公司治理、发展战略、 经营状况、融资计划和可持续发展等投资者关注的问题与投资者进行沟通与交 流，欢迎广大投资者踊跃参与！ 特此公告。 鹏博士电信传媒集团股份有限公司 董事会 2024 年 11 月 27 日 ...

Summary of the Conference Call for 恒祥科技 Company Overview - 恒祥科技 was established in June 2015 and went public on the Sci-Tech Innovation Board in December 2020. The company specializes in the research, design, and sales of wireless ultra-low power technology SOC chips, focusing on audio, wearable, and smart home applications [3][4]. Industry Insights - The global personal smart audio market continues to grow, with TWS (True Wireless Stereo) earphones experiencing a growth rate of 12.6%, capturing a market share of 72.6%. The market for earphones priced below $50 has surpassed 50% [7]. - In China, the Bluetooth earphone market saw cumulative shipments of 43.38 million units from January to August, marking a year-on-year growth of 19.5%. The true wireless earphone shipments reached 76.02 million units [8]. - The global wearable wrist device shipments are expected to grow by 5%, reaching 194 million units, with smart watches seeing a year-on-year increase of 44% [9]. Financial Performance - From 2017 to 2023, 恒祥科技 achieved a compound annual growth rate (CAGR) of 71.7% in revenue. In 2023, the revenue breakdown includes: - Smart Bluetooth audio chips: 53.7% of total revenue, generating 1.17 billion yuan, a year-on-year increase of 59.3% - Regular Bluetooth audio chips: 16.5% of total revenue, generating 360 million yuan, remaining stable - Other businesses (including smart watches and unit chips): 29.7% of total revenue, generating 647 million yuan, a year-on-year increase of 65.8% [2][5]. Research and Development - In the first three quarters of 2024, 恒祥科技's R&D expenses reached 474 million yuan, a year-on-year increase of 30%, with an R&D expense ratio of 19%. The company employs 571 R&D personnel, accounting for 85.7% of the total workforce, with 62.7% holding master's or doctoral degrees [6]. Product Development - The company has launched several flagship products, including the 2,400 series and its derivatives, covering sports watches and entry-level sports bands. The new 2,800 series SOC has been mass-produced and first applied in Samsung's TWS earphones [10]. - In the first three quarters of this year, Bluetooth audio products accounted for 65% of revenue, while the share of watch and band products increased from 19% last year to 29% [10]. Future Outlook - Looking ahead, 恒祥科技 is expected to benefit from the demand driven by AI technology and cloud-based large model economies. The company anticipates EPS of 3 yuan per share for 2024-2026, indicating strong growth potential, leading to a recommendation rating for first coverage [11].

Key Points Industry and Company * **Company**: SiBao Technology * **Industry**: Lithium-ion battery materials, construction adhesives, and industrial adhesives Core Views and Arguments * **Silicon-carbon Anode Material Progress**: * SiBao Technology has independently developed silicon-carbon anode materials since 2015, with multiple products and 6 patents. * A 50-ton pilot production line was built in 2019, reaching an international advanced level. * A 5,000-ton annual production project in Pengshan, Sichuan, was completed in 2023, with production line installation in 2024. * A 1,000-ton trial line was built in 2023, mainly supplying 3C battery factories, with good test results from power battery factories but no large-scale supply yet. * A 3,000-ton production line is currently undergoing equipment debugging, with an expected output of less than 10 million yuan in 2024 and 20-30 million yuan in 2025. * SiBao Technology plans to implement the 5,000-ton project in stages, with the first phase including 3,000 tons of silicon-carbon anode and other supporting products, scheduled for gradual production in 2025. * The company will focus on the production of silicon-oxygen and new silicon-carbon materials in the future, actively breaking through technical bottlenecks, reducing costs, and improving market competitiveness. * [2], [3], [4], [5], [8], [15], [16] * **Battery Adhesives**: * SiBao Technology's main business (construction adhesives and industrial adhesives) maintains stable growth, with a forecasted increase of more than 20% next year. * The company benefits from the real estate recovery and the development of emerging industries, with the potential for increased profit elasticity. * [2], [31], [32], [34] * **Capacity and Production**: * The company's main business has developed well and is matched with its capacity. Last year, the total capacity was 200,000 tons, increasing to 210,000 tons this year. * The actual output was basically in line with the total capacity, especially in construction adhesives, which achieved a high utilization rate. * [35] Other Important Content * **Sales Model for Supporting Products**: * Supporting products are sold separately. For example, polyurethane and epoxy products can be used in both power batteries and automotive manufacturing or the electronics industry. PNA may be sold together with the anode because they are mainly used in the cell, with different purchasing departments responsible for different categories. * [12] * **Market Demand and Volume**: * The market demand for new lithium-ion battery products (such as new silicon-oxygen and silicon-carbon) is increasing rapidly. SiBao Technology expects sales revenue to reach more than 20 million yuan next year. * The market release rhythm mainly depends on the demand of downstream power battery factories. SiBao Technology will continue to expand its market share with existing customers and add new customers to increase sales volume. * [27] * **Certification Process**: * Customers mainly focus on the company's research and development capabilities and subsequent investment capabilities during the certification process. Since it is difficult to change the battery material once it is determined, suppliers must have the ability to rapidly expand production to meet large-scale demand. * [30] * **Capital Expenditure Plan**: * The company's capital expenditure next year is expected to be relatively small, mainly concentrated on equipment installation, as the factory has been built. * [36]

好的 各位投资者 各位领导 大家早上好我是华富城券的经纪人卢大伟那么今天我们也是非常有幸邀请到了博春这边的就是杨总来跟大家做一下就是针对公司的一些近况跟大家做一些这个更新和交流啊那么接下来还是先把这个时间交给杨总杨总帮我们就是就是总体的更新一下公司的一个近况杨总 嗯好好的路总那我就介绍一下情况好了基本情况我就不说了我们前三季度做了营收是32.74亿嘛同比增长是6亿增长然后经营率是2.54亿同比增长10.9%主要原因应该是我们深度把这8个物聚焦于重点项目的一个推进销售数目还有经营率有所增长其中单三季度来看的话我们营收是14.4亿同比下滑了10%左右 目的认识1.58亿同名的那百分13年级这个营收下滑主要原因的是我们今年第三季度新能源业务相比较去年大概接受了两个月的一个营收可是这个原因但是刚才他知道其他的影响增长那情况的话我说一下低端情况好了就接着到十月底吧我们 呃集团总的阶段量大概在四十八几四十四十五四十到四十六个亿左右呃同比增长是百分之二三十其中三C号大概是在三十五亿左右同比增速是百分之二十多然后心力元板块的话大概是呃其实普通话大概是 几千万大概是四五千万的一个订单分别大概是百分之三十左右充饭店这边订单的话还 ...

您这边好像信号不是太好就有点杂音稍微等一下您看是不是带了耳机之类的调整一下 50大耳机,现在能听得到吗?现在听得到,现在听得到OK,OK,好那么由于这个新办公室有家公司呢他这个年金亏损在一个亿左右啊这个投入比较大所以公司也是先把他送到级外那么承诺在家公司有事务业结束后投入那么目前的一个状况呢我们认为他在办公室里面 在往先进制程的这个领域在跨越那么当前时间点我们也是很认为公司是很有希望在未来一段时间获得传输制程的民生检测订单的那这个订单如果落地的话应该是国内少数几位少数几个能够在传输制程的民生宽幅的设备当中获得实际收购和订单的公司 总统战网新市场就是40纳米和28纳米去进发其中40纳米的设备公司也是比较有可能在定期去给关键客户去做重样那么从这个角度来看重样这个角度公司就已经追上了国内目前最先进的水平了 那么28纳米量子性的公司也非常有希望在年底之前推出来 迷延续数量测试所以其实在这个时间点上我看的话 公司已经从一个主外观检测这样的一个空力大AI的公司再往全球最难的 最高精尖的半导体的这个领域去已经做了一个延伸 并且这个延伸目前它成功的概率至少已经超过 已经实现了突破了那么所以从这个角度来看我们认为他的这样的一个 ...

竞业达 20241125 摘要 • 星空教育大模型赋能的高职教育 AIGC 应用，包括知识图谱、教案、思政 案例及作业自动生成，以及 24 小时智能问答，已在高校部署，显著提升 了市场进入壁垒，推动市场洗牌。 • AIGC 加教学产品提升了企业竞争力，智慧教室合同额大幅增长，单价提 升至 50-80 万元，带动价值量和毛利率提升，并增加用户对智慧教室建设 和应用需求。 • 教学分析诊断报告业务基于客观数据，为学校提供 9 大类十几种分析报告， 爆款产品为中学课堂质量分析报告，基于授课音频数据自动分析，匹配绩 效评价指标，生成评估报告，潜在市场规模巨大。 • 目标客户群为全国范围内的中学、高校等教育机构，以中学为例，仅 1/10 课程质量诊断分析，潜在市场规模接近 31 亿元，实际市场空间更为庞大。 • 在智慧招考领域，公司全国市占率约 40%，正向 AI 考场转型，并已实现 规模化落地；轨道交通业务在 20 多个城市建设 67 条地铁线的视频与综合 安防系统，逐步转向后端运营运维。 • 2024 年业绩预期高增长将来自于面向高校、职校及 K12 院校的 AI 加教育 应用，新兴业务将带来指数级增长，传统业务将 ...

Summary of the Conference Call for Limin Co., Ltd. Industry Overview - The pesticide industry experienced a boom in 2021, leading to expansion among companies. However, a downturn occurred in 2022-2023 due to oversupply, impacting profits for Limin Co., Ltd. A rebound in prices and sales is expected starting in Q1 2024 [2][3]. - The net profit for Limin Co., Ltd. was approximately 300-400 million yuan before 2021, dropping to around 67 million yuan in 2022-2023, with improvements expected in the first three quarters of 2024 [2][3]. Key Points on Pesticide Market Dynamics - Downstream raw material inventory has returned to reasonable levels, with the highest destocking seen in fungicides, followed by insecticides and herbicides [4]. - Global demand for the fungicide Bacillus subtilis is about 70,000 tons, with South America, particularly Brazil, being the largest market. Currently, there are no significant new demand growth points, but inventory levels are low [5]. - A significant outbreak of soybean rust in Brazil is expected to lead to a surge in demand for Bacillus subtilis, driving prices up due to low channel inventory [6]. Competitive Landscape - The Bacillus subtilis market is concentrated in China, with Jiangsu Xinhai Company holding a significant market share and currently operating at full capacity [5][8]. - The market for the fungicide Dazomet is experiencing price increases, with good market acceptance and strong demand from South America, while supply from India is not meeting expectations [2][14]. Supply Chain and Production Insights - The current supply situation for Bacillus subtilis shows low inventory levels, with Jiangsu Xinhai Company operating at full capacity but still facing shortages [9]. - The company has a total production capacity of 45,000 tons, with production running at full capacity and some products being supplied to overseas markets [18]. Price Trends and Financial Implications - Prices for insecticides such as Abamectin and Methomyl have increased by approximately 30% since the end of last year, driven by supply-demand imbalances [22]. - The decline in grain prices is beneficial for Bacillus subtilis and Dazomet, as lower prices increase demand for traditional, effective fungicides [12]. Future Outlook - The company anticipates that if current market conditions persist, the prices of several key products will rise, positively impacting overall performance [27]. - The potential for a re-approval of Dazomet in the European market could significantly enhance demand and market dynamics [19]. Additional Considerations - The company is actively monitoring the market for potential changes in regulations and demand, particularly in Europe, which could lead to increased opportunities [19][20]. - The financial impact of depreciation from new production lines is being managed, with strategies in place to mitigate negative effects if prices remain low [25]. This summary encapsulates the key insights from the conference call, highlighting the current state and future expectations of Limin Co., Ltd. and the pesticide industry.