欢迎各位投资人参加华创证券的年度策略会然后今天我们非常有幸的邀请到了共进股份的领导来给我们做一个交流然后今天的会议也是分成两个部分先会由共进的领导这边介绍一下公司的一个近况然后之后的话我们会开放问答的环节然后感兴趣的领导也可以在这个环节跟公司这边做一个交流那下面的话就先请 龚军这边梁总给我们介绍一下公司的近况吧好的好的谢谢陆老师现在我先简单介绍一下咱们龚军最近的情况吧从今年情况来看的话公司前三季度的话实现营业收入大概是有60.46亿元然后规模金额大概是0.14亿元单从三季度来看的话我们实现营收是有20.55亿元规模金额大概有3000来万 三季度是同比时间扭亏为赢的但是公司业绩短期依旧是强压的我们分产品来看的话前三季度公司网通业务中的话Pong系列产品是同比增长增长的但是AP和DSL系列产品是略有下降的真实原因也就是网通市场现在依旧是一个需求不足跟一个供给过剩同时行业内在打价格战的原因造成的 导致量价起跌所以我们公司最近的业绩是短期承压那么我们速通业务的话就是出货金额是有所同比增加的在移动通信业务方面的话是FWA产品营收是增幅比较大然后在汽车电子业务方面是营收超过1.3亿元同比实现翻番 然后从境内外地区来看看三 ...

比如说像什么氯化物啊什么氧化物啊那些材料咱们有设计到吗就目前来看对我们都有储备所以呃所以我们呃就是因为我们是做这种呃高层化学品的公司嘛所以在这些路线上我们都有做布局就是看下游的客户最终他定在哪条路线上好的明白明白啊然后就呃咱们像今年这样的 前三季度这样的业绩啊就是我们也知道肯定这个汤汤李这边就回收这边肯定是亏落了不少钱的就是咱们这边能不能在这个拆分一下这前三季度的一个利润的一个构成啊就是包括电子那边然后新能源这边的一个一个情况 是这样就是我们传统这边的话就是那个跟动画品跟化学世界这边的话前三个季度大概大概是挣了将近1.1个亿左右1.1个亿左右然后那个心灵源这边大概亏了一个亿出头其实最主要就是折旧加人工因为主要是产生利用命没上来 主持人:"哦,明白,明白。那往四季度看,或者往明年看,咱们新的人这边是什么样的一个预期啊?" 我们新能源呢其实我们主要单是新能源大概两个两个部分第一个部分的话是我们那个电池的回收那电池的回收的话我们通过这一年的那个验证我们目前全回收的磷酸铁米就是铁米磷全是回收的元素已经通过像磷格啊干风啊那个溶解的一个验证现在已经在批量的出货了就是几百吨几百吨这么在出货了 最快的话就是接下来我们这个产能 ...

Summary of the Conference Call Company Overview - The conference call was held for Puni Testing, with a focus on the company's recent performance and strategic adjustments. The CEO, Mr. Huang, provided insights into the company's financials and operational changes. Key Points Financial Performance - The company reported a total revenue of approximately 3.88 billion, which represents a 30% decline compared to the previous year [1][2]. - Revenue breakdown includes: - Food: 1 billion - Environment: 1.4 billion - Medical: 18 million - Automotive and other consumer goods: 480 million - Daily chemicals: 11 million - Safety assurance (including batteries and special equipment): 65 million [1][2][3]. Internal and External Factors Affecting Revenue - Internal factors: - The company underwent a "streamlining" process, reducing laboratory personnel from 7,388 to around 6,000, optimizing staff across various departments [3][4]. - The laboratory capacity was reduced from 120,000 bottles to 90,000 bottles, impacting operational efficiency [3]. - Financial adjustments were made to eliminate unprofitable orders, which previously contributed to revenue but were not sustainable [4]. - External factors: - Weak fiscal payments from local governments affected cash flow, with accounts receivable exceeding one year being compressed [4][5]. - The company noted a significant impact from regulatory pressures on the industry, leading to a reduction in competition among smaller firms [8][9]. Market Dynamics - The testing industry is experiencing price stability in food testing, while environmental testing prices have seen some recovery due to stricter regulations [8][9]. - The automotive sector faced price declines due to increased competition from both domestic and foreign companies [10]. - The company is focusing on expanding its capabilities in electric vehicle testing and other high-demand areas to counteract traditional market pressures [10][11]. Strategic Initiatives - The company is exploring mergers and acquisitions, particularly in the biopharmaceutical sector, military, and semiconductor testing [12][14]. - Future capital expenditures are expected to be limited to 10-15%, focusing on strategic growth rather than expansion [16][20]. - The company aims to enhance its service offerings in environmental and food safety testing, anticipating growth opportunities as smaller competitors exit the market [16][22]. Profitability Outlook - The company expects to restore its gross margin to around 40-45% in the coming year, driven by improved operational efficiency and strategic sales incentives [20][21]. - The anticipated recovery in profitability is linked to the successful implementation of sales incentives and the retention of experienced sales personnel [20]. Government Contracts - Approximately 50% of the company's clients are government entities, with significant revenue contributions from both food and environmental sectors [6][8]. - The company is actively monitoring government payment schedules and has signed agreements for debt transfers to improve cash flow [5][6]. Future Growth Areas - The company is optimistic about growth in the biopharmaceutical sector following the acquisition of GLP certification, which will enable larger order volumes [18][19]. - Military contracts are expected to increase as order flows resume, particularly in light of recent anti-corruption measures [15][19]. Additional Insights - The company is committed to maintaining a strong focus on food safety and environmental testing, which are expected to remain critical areas of growth in the future [22]. - The overall sentiment is cautiously optimistic, with a focus on navigating current challenges while positioning for future opportunities in a recovering market [16][20].

尊敬的各位投资者朋友们大家好我是今天业绩说明会的主持人上海宏利达信息技术股份有限公司董事会秘书龚文静十分感谢大家来参加宏利达2024年第三季度业绩说明会在正式开始前请允许我先向大家介绍出席本次会议的公司管理层代表他们是公司董事长张辉先生董事兼总经理冷春田先生 独立走的是龚涛先生财务总监张旦先生 今天业绩说明会主要分为董事长致辞经营情况介绍公司回复究极问题董事长总结致辞以及投资者网络文宿互动四个环节在本次业绩说明会正式开始前我需要再次声明业绩说明会中所涉及的关于公司未来计划发展战略等前瞻性描述不构求公司对投资者的实质性承诺敬请投资者们注意投资风险 现在我们就正式开始让我们有请公司董事长张辉先生发表致辞尊敬的各位投资者朋友们大家好非常高兴能够通过网络与各位投资者就公司2024年第三季度清零和治理情况进行在线交流我谨代表公司向今天参加交流活动的各位投资者表示热烈欢迎 对长期关注和支持公司的投资者致以衷心的感谢配电网是电力系统的基石它连接着城乡的每一个角落是为无数家庭、企业提供电力供应的最后一功力2020年初国家发改委、国家能源局印发了《关于新形势下配电网高质量发展的指导意见》 明确的配电网在保障电力供应、支撑经济、 ...

证券代码：600369 证券简称：西南证券 公告编号：临2024－051 西南证券股份有限公司关于参加重庆辖区上市公司 2024 年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。 为加强上市公司与投资者之间的沟通交流，促进上市公司进一步做好投资者 关系管理工作，在重庆证监局指导下，重庆上市公司协会联合深圳市全景网络有 限公司举办辖区上市公司 2024 年投资者网上集体接待日活动。 本次网上交流定于 2024 年 11 月 28 日（星期四）15:00-17:00 举行，投资者 可以登录"全景路演"（http://rs.p5w.net）参与本次活动。 届时，公司相关人员将参加本次活动，并通过上述网站与投资者进行"一对 多"形式的在线交流，回答投资者关心的问题。欢迎广大投资者踊跃参与。 特此公告。 西南证券股份有限公司董事会 2024 年 11 月 21 日 1 ...

证券代码：600729 证券简称：重庆百货 公告编号：临 2024-071 重庆百货大楼股份有限公司 活动的公告 关于参加重庆辖区上市公司 2024 年投资者网上集体接待日 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。 为加强上市公司与投资者之间的沟通交流，促进上市公司进一步做好投资者 关系管理工作，在重庆证监局指导下，重庆上市公司协会联合深圳市全景网络有 限公司举办重庆辖区上市公司2024年投资者网上集体接待日活动。 网上交流定于2024年11月28日（星期四）15:00—17:00举行，投资者可以登 录"全景路演"平台（https://rs.p5w.net）参与互动交流。 届时，重庆百货大楼股份有限公司高管将参加本次活动，通过网络在线交流 形式，就公司治理、经营状况、发展战略等投资者所关心的问题，与投资者进行 "一对多"形式的在线沟通与交流。欢迎广大投资者踊跃参与。 特此公告。 重庆百货大楼股份有限公司董事会 2024 年 11 月 21 日 ...

Summary of the Conference Call Record Company Information - **Company Name**: Chongqing Taiji Industrial (Group) Co., Ltd. - **Stock Code**: 600129 - **Announcement Number**: 2024-059 Key Points - The company will participate in the "Chongqing District 2024 Investor Online Collective Reception Day" event, aimed at enhancing interaction with investors [1] - The event is organized under the guidance of the Chongqing Securities Regulatory Bureau and in collaboration with the Chongqing Listed Companies Association and Shenzhen Panorama Network Co., Ltd. [1] - The event is scheduled for November 28, 2024, from 15:00 to 17:00 [1] - Investors can participate by logging into the "Panorama Roadshow" website [1] - Company executives will engage in an online communication format to address investor concerns in a "one-to-many" interaction [1] - The company encourages widespread participation from investors [1] Additional Important Information - The announcement emphasizes the company's commitment to transparency and investor relations, ensuring that the content is truthful, accurate, and complete [1]

证券代码：601158 证券简称：重庆水务 公告编号：临 2024-063 债券代码：163228 债券简称：20 渝水 01 债券代码：188048 债券简称：21 渝水 01 重庆水务集团股份有限公司关于参加重庆辖区 2024 年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法律责任。 为加强上市公司与投资者之间的沟通交流，促进上市公司进一步 做好投资者关系管理工作，在重庆证监局指导下，重庆上市公司协会 联合深圳市全景网络有限公司举办辖区上市公司 2024 年投资者网上 集体接待日活动。本次活动定于 2024 年 11 月 28 日（星期四） 15:00-17:00 举行，投资者可以登录全景网投资者关系互动平台网站 （https://ir.p5w.net）参与本次活动。 届时，公司相关人员将参加本次活动，通过网络在线交流形式， 与投资者进行"一对多"形式的在线交流，回答投资者关心的问题。 欢迎广大投资者踊跃参与。 特此公告。 重庆水务集团股份有限公司 2024 年 11 月 21 日 ...

西子清洁能源装备制造股份有限公司投资者关系活 动记录表 （2024-11-20） 证券代码： 002534 证券简称：西子洁能 编号：2024-017 | --- | --- | --- | |--------------|--------------------------------|----------------------------------------------------------------------| | | | | | 投资者关系活 | ☑ 特定对象调研 | □ 分析师会议 | | 动类别 | □ 媒体采访 □ | 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | | | 参与单位名称 | | 中邮证券：陈基赟（机械研究员）、黄圣龙； | | | | | | 及人员姓名 | 宁波宝隽资产：张瑞锦、王一达； | 东北证券：高伟杰（机械分析师）、蔡文清； | | 时间 | 2024 年 11 月 20 日 | | | 地点 | 公司会议室 | | | 上市公司接待 | 董事会秘书：鲍瑾 | | | 人员姓名 | 投资者关 ...

Summary of the Conference Call for Yantai Zhongchong Food Co., Ltd. Company Overview - **Company Name**: Yantai Zhongchong Food Co., Ltd. - **Stock Code**: 002891 - **Bond Code**: 127076 - **Date of Conference**: November 20, 2024 - **Location**: Yantai Zhongchong Food Co., Ltd. Key Points Discussed Business Growth Targets - The company has set a domestic growth target of **30%** and an international growth target of **8%** for 2024, with a projected net profit growth rate of **28.64%** compared to 2023 [3]. Domestic Business Development - The domestic business growth will be driven by three proprietary brands, each at different stages and targeting different customer segments and sales channels. The company emphasizes a long-term vision for the development of the pet food industry in China [3]. Impact of Currency and Tariffs - The company operates production facilities in China, the USA, Canada, New Zealand, and Cambodia. The limited capacity of overseas subsidiaries reduces the impact of currency fluctuations and tariff changes. The company has a strong order fulfillment capability globally, with a leading order intake level [3]. Overseas Business Performance - The overseas subsidiaries and export business are expected to maintain stable growth in Q4. The US factory has completed technical upgrades and will return to normal production levels, while the Canadian factory has sufficient orders for Q3 and Q4 [4]. Sales Expense Strategy - Sales expenses are primarily allocated to the development of proprietary brands, with a higher focus on domestic markets. However, the company also considers international brand expansion as a strategic priority. The pet market in China is experiencing rapid growth, presenting significant opportunities for brand development and consumer loyalty [4]. Overall Risk Management - The company's global supply chain layout enhances its risk resilience, with sufficient order demand expected to support overall performance [4]. Additional Important Information - The company has invested in building a second, larger factory in the USA and has acquired a 70% stake in New Zealand's largest pet food canning factory, PetfoodNZ International Limited, for approximately **RMB 154.5 million** [3]. - The company actively participates in global exhibitions to attract new customers and orders, ensuring a robust pipeline for export business [4]. This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting the company's growth ambitions, operational strategies, and market positioning in the pet food industry.