沟通和交流的话呢然后大家听出来我们进一步的这个什么跟大家来交流一下你看我们这哎对对对像我这这个啊这有一个你看我们实际上我们那个在开发因为我们这个开发四D机制加数字男生就是国产化的你看顺波长就是现在我们不是做了个三维哎那个三维是有光照啊那些东西 我们底层就是二维还有那个云济世就是数字制图肯定是我们农场科技完全从底层开发的但是那个三维就是那个那个具有数字缆身的那个啊那个我们还是用的就最最底层啊是用的美国U14U15但是呢我们已经开始开发了我们准备用三年左右的时间这个是我们每一周的开发记录 包括研发三维引擎,自由研发引擎,智能化应用,因为我们的策略是先用到那个人家的东西,最后呢,因为我们通过十年,几乎把技术都吃出了,我们也有人才,包括什么系统编辑,渲染,资源,渲染系统,动画系统,编辑器,我们跟我们的应用孪生可试,虚实联机,虚实孪生仿真, 还有算法构建它是一个复杂的还有几率仿真模拟空间关系所以我们用三年左右的时间这都过去大半年了一年了我们准备每年后年开始就慢慢的过渡到我们完全国产化的到2027年左右吧就我们农业化的所有的软件全都是国产化的包括仿真模拟目前就剩这个底层的这个这条东西啊底层的就是那个数字孪生的最最底层的这 ...

感谢您参加本次会议根据证券期货投资者适当性管理办法本场会议内容请面向首创证券客户中的金融机构专业投资者未经首创证券书面许可本场会议的相关内容包括录音观点会议 好的各位投资者大家下午好我是这个熟悉的医药行业分析师王必 今天我们非常荣幸的邀请到了科兴制药的这个IRD这个段总来为我们进行一个公司近期经营情况的介绍那么其实我们看到科兴制药的话那么也是市场观众的非常高的一个标的特别是公司在前三季度尤其是这个海外制机油这边的话那么取得了一个这种非常好的一个融收的增速那么我想首先就是有请段总来对于公司经营近期的经营情况来做一个这个简要的介绍 那么稍后的话我们进入到这个问答的环节有请段总好的非常谢谢 王总的邀请也谢谢各位投资人对科兴的关注包括参加今天咱们这个公司经营情况的一个交流我们也于近期披露一下我们三级报其实一个非常核心的一个亮点就是我们外销在我们持续了三年进行战略的一个投入之后可以看到外销在持续的从增速上持续的在提升包括从 前三季度公司收入10.38亿元 同比增速就是整个收入增速是实现了7.18% 扩飞规模净利润是2424万 同比是增长了130%如果拆一下海外的情况来讲 海外前三季度是1.49亿 同比增长是47.16% ...

Summary of the Conference Call Company Overview - The company discussed is Huiquan Beer, located in Quanzhou, Fujian, which is part of the Maritime Silk Road economic zone. The company has three production bases with a total designed annual production capacity of 800,000 tons. [1][2] - The main products include various types of beer such as Xiao Xian Beer, Goji Beer, Yima Beer, Pure Draft Beer, and Hei Jue Beer, among others. [1] Industry and Market Position - Huiquan Beer has a strong market presence in Fujian and extends its sales to Jiangxi, Guangdong, Zhejiang, Hunan, Jiangsu, and Shanghai, with a national reach. [2] - The company has received multiple awards for its new products and is recognized as a national high-tech enterprise and a green factory. [2] - The company has experienced continuous growth in recent years, with revenue growth exceeding 20% annually, and profits growing faster than revenue. [2] Product Strategy and Market Trends - The company is focusing on high-end product development and optimizing its product mix to increase the proportion of mid-to-high-end products. [3][5] - There is a shift in consumer preferences towards personalized and high-quality products, prompting the company to innovate and enhance product offerings. [4][5] - The introduction of the "Old Huiquan" product, which targets mid-to-high-end consumers, has been well received, indicating a positive trend in high-end product sales. [10][11] Competitive Landscape - The beer market in Fujian is highly competitive, with major players like Budweiser and local brands. However, Huiquan Beer has managed to capture market share through product quality and innovation. [8][9] - The company has noted a shift in consumer sentiment towards domestic brands, which has benefited its sales. [9] Financial Performance and Cost Management - The company reported a decrease in unit costs by over 3% year-on-year, attributed to effective cost control and technological innovations. [21][22] - Sales expenses have increased significantly, reflecting a strategic investment in marketing and brand visibility through sponsorships and events. [23][24] Future Outlook - The company is optimistic about the beer industry's growth potential despite short-term challenges, including a potential decline in overall beer consumption due to demographic changes. [18][19] - Huiquan Beer plans to expand its market presence in Jiangxi and surrounding areas, aiming for a market share increase of 8-10% in the coming years. [27][28] - The company is also leveraging its relationship with its major shareholder, Yanjing Beer, to enhance operational efficiencies and market strategies. [32][33] Key Takeaways - Huiquan Beer is positioned for growth through product innovation, market expansion, and strategic partnerships. - The company is adapting to changing consumer preferences and competitive pressures while maintaining a focus on quality and brand differentiation. [26][27]

Key Points Company Overview 1. **Industry and Product Focus**: The company, D95, specializes in the research, development, production, and sales of high-performance permanent magnet materials and components for various applications, including new energy vehicles, wind turbines, air conditioners, 3C products, robots, and industrial motors. [1] 2. **Recognition and Partnerships**: The company's products have been recognized by leading domestic and international companies, and it has established long-term stable partnerships with them. [2] 3. **Production Base**: The company has three production bases in Ganzhou, Baotou, and Ningbo. It is currently constructing a 12,000-tonne capacity project in Baotou, a 3,000-tonne high-end permanent magnet and 100 million sets of component capacity project in Ningbo, and a high-efficiency and energy-saving motor permanent magnet base project in Ganzhou. [2] 4. **Product Applications and Customers**: The company's products are used by the top 10 global new energy vehicle producers, five of the top 10 global wind turbine manufacturers, and eight of the top 10 global variable frequency air conditioner producers. [2] 5. **Downstream Industry Focus**: The company actively explores new changes and emerging industries in the downstream market and collaborates with world-renowned customers in the research and development of permanent magnet components for humanoid robots. [3] 6. **Shareholder Structure**: The company is a private enterprise with Jiangxi Ruidi, Ganzhou Xinseng, and Ganzhou Geshu as its major shareholders. [3] 7. **Development History**: The company was listed on the Shenzhen Stock Exchange in 2018 and on the Hong Kong Stock Exchange in 2022. [3] 8. **Q3 2023 Financial Performance**: The company's revenue in the first nine months of 2023 was approximately 5.1 billion yuan, a slight increase from the same period last year. However, its net profit decreased by 60% to 200 million yuan. [4] 9. **Q3 2023 Profit Improvement**: The company's gross profit margin increased by 5.3 percentage points to 12.8% in the third quarter, compared to the second quarter. [5] 10. **Strategic Development**: The company adheres to long-termism and strategic layout, focusing on stable customer groups and orders while gradually releasing production capacity based on order situations. [5] 11. **Strategic Partnerships**: The company has established long-term strategic partnerships with major rare earth enterprises such as North China Rare Earth and China Rare Earth. [5] 12. **Technology and Product Development**: The company attaches great importance to technology and product development, aiming to enhance its competitive advantage. [6] 13. **ESG Construction**: The company is committed to ESG and promotes carbon neutrality through various means, such as using recycled rare earth materials, environmentally friendly packaging materials, and green electricity in factories. [6] Q&A Session 1. **Q4 2023 Outlook**: The company expects to achieve a total of 20,000 tons of finished products in 2023, a 30% increase from the previous year. [8] 2. **Price and Profit Trends**: The company believes that the price of rare earth materials will remain stable in the short term, and profit recovery will require a process. [18] 3. **Competitive Strategy**: The company aims to increase market share and profitability during industry downturns and benefit from the leading effect during industry recovery. [20] 4. **Industry Analysis**: The company believes that the rare earth industry is dominated by Chinese companies, and it is confident in its leading position. [27] 5. **Geopolitical Risk**: The company has taken measures to mitigate geopolitical risks, including establishing a factory in Mexico and investing in upstream raw materials. [29] 6. **Humanoid Robot Component Supply**: The company is currently in the research and development stage of humanoid robot component supply and is actively exploring cooperation opportunities with customers. [32] 7. **Mexico Factory**: The Mexico factory is primarily aimed at serving North American customers, but the company is open to other customers. [35] 8. **Domestic Robot Manufacturers**: The company is primarily focused on North American customers for humanoid robot component supply but maintains an open attitude towards domestic manufacturers. [36]

下面介绍出席本次会议的领导副董事长兼总经理朱总财务总监张总董事会秘书王总下面有请领导发言听见吗可以听见我的声音吗 欢迎各位麦芳和机构的领导朋友参加华东股份本次业绩交流会也感谢大家一直以来的支持那今天参加这次交流会的有公司副董事长总经理周凯财务总监川开俊我是公司总理王世龙那首先我简单汇报一下三季度的业绩情况 前三季度公司营业收入64.85亿元同比增长5.21%5.21%净利润5637.19多万元实现同比扭亏其中三季度单季营业收入23.2亿元净利润1.81亿元公司业绩大幅改善主要是三季度深度价格保持在比较高的位置那么接下来我按照板块拆分一下三季度的情况 首先是生猪屠宰板块三季度实现利润1051万单独屠宰利润10.65元生猪板块的话三季度合计出来61万头其中商品就出来55.4万头三季度生猪板块净利润2.11单独净利润347.42元 那其中商品珠单头利润在394元季度的平均成本在15块7家庭板块亏损105万余肉质品板块略有盈余那另外就是有无法拆分的总部职能费用3700万以上数据我在会后会再给这个记录的朋友再会单独再发一下 那以上是我们关于三季度的一个总体情况和分子板块的全盘情况那接下来欢迎大家提问入互动交流环节欢迎各 ...

各位投资者下午好我是华林当铁证券部的王茵很高兴大家参加这次的电话会的一个交流这个也是我们的一个常规的这样一个工作就是机报发布后跟大家做一个线上的一个交流的这样一个安排那我先介绍一下我的声音不知道大家可以听到吗 可以了 殷总 很清晰好的 谢谢今天的这个会议大概是分为两个部分第一部分我还是简单回顾一下今年前三季度的一个公司的业绩的情况然后第二个环节的话就是一个开放性的交流大家可以进行一个问答的一个环节我首先还是回顾一下今年前三季度的一个情况 应该说前三季度中国钢铁行业还是继续处于一个深度调整的时期下游的需求释放是比较缓慢的行业的供需矛盾也是日益突出钢材的价格在前三季度是呈现一个持续走低的趋势 但是原材料的价格还是强势的这样一个局面没有改变所以钢铁企业的利润也是大幅的收涨10月26号国家统计局的数据也可以看到前三季度黑色金属演练和盐压下工业的利润总额是亏损341个亿而去年同期是盈利228亿元其中三季度单季度亏损就达到338亿元 亏损的深度呢就是跟15年也就是上一轮周期的底部比15年的三季度时期呢是要更多的而且9月份单月的这个亏损额就达到了171个亿四季度的话虽然当前的这个宏观经济预期好转刚在回升但是 从目前的情况来 ...

Summary of Conference Call Company and Industry Overview - The company operates primarily in the energy and finance sectors, aiming to become a comprehensive energy service provider [1] - The company has seen significant development in recent years, particularly in response to changes in coal prices and electricity demand [1] Key Financial Performance - The company reported a revenue of over 27 billion in Shenzhen for 2024, benefiting from the operation of the Northern Unit of the Deep Hong Power Plant [1] - The financial performance in the energy and finance sectors has improved, with a 29.2% increase in economies of scale and a 48% year-on-year growth in overall profitability [2] - Jiangsu Bank's revenue increased by 10% year-on-year as of September 2023, contributing positively to the company's financial health [2] Future Outlook and Pricing - Concerns were raised regarding the long-term pricing expectations for electricity in Jiangsu, with predictions of potential downward pressure due to anticipated declines in coal prices [2][3] - The company believes that electricity prices will not see significant changes from 2024 levels, as coal prices are not expected to drop drastically [3][4] - The company anticipates that the electricity demand in Jiangsu will continue to grow, with a projected 20% shortfall in electricity supply [8][11] Investment and Expansion Plans - The company plans to commission six new 1 million kilowatt power units by 2025, with additional smaller units also in development [6][7] - The company is focusing on renewable energy projects, including solar and energy storage initiatives, to diversify its energy portfolio [7][14] Market Dynamics and Competition - The electricity supply in Jiangsu remains tight, with ongoing communication with neighboring provinces to meet demand [8][11] - The competitive landscape in Jiangsu's electricity market is evolving, with several companies expected to add new capacity [12][13] Regulatory and Policy Considerations - The company is adapting to national policies aimed at reducing carbon emissions and improving energy efficiency [36][37] - There is a focus on enhancing the carbon utilization efficiency of coal-fired power plants as part of the low-carbon transition [36][37] Financial Strategy and Shareholder Returns - The company aims to balance project investments with shareholder returns, considering potential increases in dividend payouts following the completion of major projects [18] - The financing costs for existing and new debts are being managed effectively, with a current debt ratio of 52-53% [35] Conclusion - The company is positioned to navigate the evolving energy landscape in Jiangsu, with a focus on expanding its capacity, improving profitability, and adhering to regulatory requirements while ensuring shareholder value [38]

各位投资者早上好欢迎参加双鸣摆认是咱们的消费财产的小项目交流活动今天我们也是有幸邀请到我们小资产的总经理陈先生过来帮我们进行交谈陈先生好你们因为登记报的这个情况也刚刚过去我们也请您先简单介绍一下登记报的公司的这些业绩表现情况然后等会就具体机关进行一个分别的一个交流谢谢 好嘞各位老师好我先简单介绍一下Q3的一个基本情况的一个变化Q3里面其实大家能看到就是原本公司支撑的主业呢一个是电视第二就是LV产业链在显示终端这块呢Q3确实是史无前例拿到了一个历史的最高的一个出货量大概440多万台从这出货量来看呢确实同币和缓币是有个特别大的一个改善 而在Q3里边其实大家也比较担心是只能看到市场出货量之后也会比较担心的是我们在单台的这样一个利润的情况其实从Q3的一个环比的情况来看在今年Q2确实是面板稍微有一点承压之后Q3里边电视的单台利润确实是较Q2里边有一个环比的一个改善从单台的这种80块钱出头的一个盈利能力 到Q3里边是有一个大概接近85块钱的这样一个单台的一个盈利的一个状态所以其实能看出来是说呃经过今年的这样一个面板的一个周期性一个小周期的这样一个属性之后我们能看到是说公司还是在电视这块能够保持我单台的盈利能力是一个相对平 ...

尊敬的各位嘉宾投资者朋友们大家上午好欢迎大家参加星天绿色能源股份有限公司二零二四年第三季度业绩说明会我是公司副总裁兼董事会秘书班泽峰本次会议采取现场直播加现场嘉宾互动加网络文字互动的形式和大家进行沟通交流首先 非常感谢上海证券交易所上证录影中心为公司搭建一个与投资者交流沟通的平台增加公司向资本市场展示的机会增进广大投资者对公司的了解及时传递公司的投资价值今天出席本次会议的嘉宾有公司党委书记执行董事总裁谭建新先生 独立董事林涛先生总会计师刘涛先生为了让各位投资者更加直观全面的了解公司下面请观看公司宣传片 新能源革命席捲全球,律动中国 2010年2月9日,星天绿色能源股份有限公司与这烂套业图企业梦想启航。2010年10月13日,星天丰马军机在香港联交所主板成功上市。 2020年6月29日星天再次拥抱A股但上海证券交易所主板挂牌上市成为国内首家A加H风电及天然气运营上市公司从成立至今一代星天人只跟其中重点布局风电和天然气两大板块 在戈壁大漠在蜿蜒海岸 与光复产业不负大自然的馈赠截至2015年底风电和光复发电业务受电量同比增长0.43%这源源不绝的电力航盘游动驱动着新能源行业的苍生进变十年如一日为城市的每一次绽放终成 ...

欢迎参加永新正确雅各尔线上交流会目前所有参会者均处于静音状态下面开始做免责声明声明完毕后主持人可直接开始 本次会议紧面向永兴证券的专业投资机构客户或受邀客户会嘉宾发言内容仅代表其个人观点会议内容不构成对任何人的投资建议也不构成任何保证敬请会议参加者充分了解各类投资风险根据自身情况独立自主做出投资决策并自行承担投资风险参会者负有合规参会和保密义务不得交流任何敏感内幕和保密信息并严禁录音录像未经永兴证券事先 书面许可任何机构和个人不得以任何形式转发转载复制发布或引用会议全部或部分内容亦不得从未经永新证券书面授权的任何机构个人或其运营的媒体平台转发转载复制或引用会议的全部或部分内容不当传播会议内容或违反上述要求的永新证券保留追究相关方法律责任的权利 欢迎各位投资人来参加我们雅各尔的交流会议雅各尔作为咱们国内男装的领军企业近年来也是在加强聚焦服装主业主品牌目前增长稳健其余的子品牌也蓄势而发在别家地产布局的优化以及资产业务与主业的素能长期来看我们认为公司向好趋势是很明显的今天有幸来到了雅各尔交流 接下来先有请咱们的现代淘宝对公司的经营业绩情况进行一个分享大家好感谢各位投资人抽出宝贵的时间来参加我们雅各尔的现场交流会然后 ...