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江南布衣(03306) - 2023 Q2 - 业绩电话会
2023-02-28 02:30
Financial Data and Key Metrics Changes - The company continues to operate under online webcast and conference call formats due to the government's ongoing mask mandate, indicating a cautious approach to in-person interactions [1] Company Strategy and Development Direction and Industry Competition - The company expresses gratitude to investors and analysts for their participation, highlighting the importance of communication and engagement during the current operating environment [1] Other Important Information - The company welcomes face-to-face interactions during the post-conference roadshow, suggesting a commitment to maintaining relationships with stakeholders despite current restrictions [1] Q&A Session All Questions and Answers - No specific questions and answers were provided in the content [1]
新世界发展(00017) - 2023 Q2 - 业绩电话会
2023-02-23 09:45
[0 -> 28] 各位投資界的朋友大家好歡迎參加新世界發展2023財政年度中期業績網上分析員會議我是投資者及利益相關方總監Christy在今天會議當中我會擔任主持人我先介紹一下出席會議的管理層執行部主席兼行政總裁鄭志剛博士Adrian新世界發展首席財務總監劉富強先生Edward [29 -> 58] 如果各位有任何問題可以在直播的聊天窗口裡面提問我們會選取部分問題解答現在有請劉富強先生Edward介紹集團在2023財政年度的中期業績謝謝Christy在介紹2023上半財年的業績之前我想強調我們這次有三大重點其一我們不會供股 [58 -> 85] 我們不會供股或者做任何股權集資其二我們的淨負債率已經見頂了我們很有信心集團會繼續去槓桿計劃在24年6月進一步下降到低40%的水平第三大家都看到我們今天業績公佈的公告 [86 -> 108] 我们集团正在对各个业务进行全面策略性的检讨我们正在审视如何完善旗下每一家公司的战略焦点并且释放他们的价值我们会分阶段在不同时间通过企业行动进一步提升股东的回报 [112 -> 140] 現在我介紹一下我們2023上半財年的業績大家都知道大環境非常嚴峻受到內地封城和防疫限制香港和內 ...
中芯国际(00981) - 2022 Q4 - 业绩电话会
2023-02-10 00:30
[1 -> 16] 欢迎参加中芯国际2022年第四季度业绩说明会。今天的会议将同时通过网络和电话进行直播。请注意,如果您通过电话加入会议,您的播入只处于接听模式。 [16 -> 23] 在管理层发言结束后,我们将进行问答环节,届时您将收到关于如何参与问答的指示。 [23 -> 30] 现在有请资深副总裁、董事会秘书郭光绿女士参加会议。 [30 -> 40] 在此之前,我将介绍郭光绿女士,副总统兼副书记和会议副主席,来主持会议。 [40 -> 51] 各位好,欢迎参加中芯国际2022年第四季度业绩说明会。今天参加业绩说明会的有 [51 -> 60] 郭光绿女士和郭光绿副总统兼副书记和会议副主席。 [60 -> 78] 各位好,欢迎参加中芯国际2022年第四季度业绩说明会。今天参加业绩说明会的有董事长高永刚博士、联合首席执行官赵海军博士、 [78 -> 105] 赵海军博士、资深副总裁、财务负责人吴俊峰博士。 [107 -> 126] 在此提醒各位,我们今天的表述,包括前瞻性陈述,是公司对未来业绩的预期而非保证,并受固有风险和不确定性的影响。请参阅我们业绩公告中的前瞻性陈述。 [126 -> 139] 除非另有说 ...
本间高尔夫(06858) - 2023 Q2 - 业绩电话会
2022-11-29 09:45
非常感谢大家抽时间参加科马奥尔夫2023财年度中期业绩公布媒体线上沟通会首先我会为大家介绍今天在线上参会的管理层包括首席财务官兼首席营运官边卫文女士和投资者关系团队首先 把时间交给投资者关系总监陈丽珠女士介绍一下公司2023财年中期业绩表现之后我们会有一个问答环节到时候各位媒体朋友可以用Zoom的直手功能提问或者以视窗输入问题下面我先将时间交给陈女士有请 好的 谢谢Samantha各位媒体和分析师朋友复途和智通大陆演平台上关注Huma的朋友们大家晚上好非常感谢大家包容参加Huma此次中期业绩沟通会很高兴能有这样的机会和大家进行交流那首先我们用一张图来先简单的介绍一下HumaHuma于1959年创立于日本是高端高尔夫用具的第一品牌 在60多年工匠精神的传承中我们始终追求我们产品的卓越性能和出众的品质在目前HOMA也是全球唯一的一家垂直整合型的高尔夫公司拥有我们自主的研发和生产基地在位于日本九田的研发和生产基地战地 大约有16万平方米我们拥有236名研发人员与能工巧匠在此呢我们开发和研制出覆盖球杆和非球杆的全品类的产品组合那在高尔夫的球杆的方面我们聚焦传统的超高端的这个消费区间并且呢也在逐渐的渗透增速最快的超性能 ...
美团-W(03690) - 2022 Q3 - 业绩电话会
2022-11-25 11:00
Thank you for standing by and welcome to the Maytwon Third Quarter 2022 Earnings Conference Call. All participants are in a listen-only mode. There will be a presentation followed by a question and answer session. If you wish to ask a question, you will need to press the star key followed by the number one on your telephone keypad. I would now like to hand the conference over to Ms. Scarlet Xu, VP, Head of Capital Markets. Please go ahead. Thank you, operator. Good evening and good morning, everyone. Welcom ...
波司登(03998) - 2023 Q2 - 业绩电话会
2022-11-25 02:30
[30 -> 59] I am Chen Hao, the Director of the Board of Directors and the Director of Investment Relations of the Group. [59 -> 88] Today's group leaders are the founder of Boston Brand Group Chairman and CEO Gao Dekang Group Executive Director and CEO Mei Dong Group Executive Director and Senior Vice President Boston Business Department General Manager Rui Jingsong Group CFO and Vice President Zhu Gaofeng [90 -> 118] Director of the Group Financial Management Center, Mr. Huang Chengjuan. Mr. Huang. In 2023, ...
小米集团-W(01810) - 2022 Q3 - 业绩电话会
2022-11-23 11:30
Ladies and gentlemen, thank you for standing by and welcome to Xiaomi 2022 third quarter results announcement conference call. Today's conference call is being recorded. If you have any objections, you may disconnect at this time. If you have any questions you would like to raise during the Q&A section later, please press star one on your telephone keypad to register your questions. Should you wish to cancel your questions, please press star two. I'd now like to hand the conference over to your host today, ...
快手-W(01024) - 2022 Q3 - 业绩电话会
2022-11-22 12:00
Financial Data and Key Metrics Changes - The company's revenue for Q3 2022 grew by 12.9% year-over-year to 23.1 billion RMB, driven by growth in online marketing services, e-commerce, and live streaming businesses [14][17] - Adjusted net loss narrowed to 670 million RMB from 1.3 billion RMB in Q2 2022 and 4.6 billion RMB in Q3 2021, resulting in an adjusted net margin improvement from negative 22.5% in Q3 2021 to negative 2.9% in Q3 2022 [16][17] - Gross profit reached 10.7 billion RMB, growing 28.5% year-over-year, with a gross profit margin of 46.3%, improving 4.8 percentage points year-over-year [15][16] Business Line Data and Key Metrics Changes - Revenue from online marketing services was 11.6 billion RMB, up 6.2% year-over-year, despite a challenging advertising market [14][19] - E-commerce GMV reached 222.5 billion RMB, increasing by 26.6% year-over-year, with a significant rise in the number of active merchants [10][14] - Live streaming revenue grew by 15.8% year-over-year to 8.95 billion RMB, attributed to improved content quality and user matching efficiency [12][14] Market Data and Key Metrics Changes - The average daily time spent per DAU increased by 8.6% year-over-year to 129.3 minutes, indicating strong user engagement [6][7] - The number of monthly active e-commerce paying users surpassed 100 million, with a payment penetration rate exceeding 15% [22][23] - Monthly active advertisers increased by over 65% year-over-year, reflecting the platform's growing advertising effectiveness [9][14] Company Strategy and Development Direction - The company is focusing on enhancing its commercial ecosystem by integrating e-commerce, online marketing, and live streaming [3][4] - A new Commercial Ecosystem Committee has been established to facilitate collaboration among business units and improve monetization strategies [3][4] - The company aims to build a merchandise system to enhance understanding and control over the merchandise element in e-commerce [5][10] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by macroeconomic conditions and the COVID-19 pandemic but emphasized breakthroughs in business operations and financial performance [2][6] - The advertising market is expected to recover slowly, with growth projected in the mid-single digits for 2022 [18][19] - The company remains confident in its long-term market development and aims to strengthen its foundational capabilities to capture more market share [21] Other Important Information - The company has implemented cross-departmental rotations for mid-level managers to enhance collaboration and efficiency [4] - The e-commerce business is seen as a key growth engine, with a focus on improving user experience and optimizing algorithms for better conversion rates [5][10] Q&A Session Summary Question: Advertising monetization outlook - Management noted that the overall recovery of the advertising market is weak, with expectations of mid-single-digit growth for 2022, and emphasized improvements in product commercialization [17][18] Question: E-commerce trends and performance - The number of active buyers surpassed 100 million, with a payment penetration rate over 15%. The company is focusing on multi-scenario penetration and enhancing user experience [22][23]