好的各位投资者大家早上好我是智商化工研究员沈柏琼然后我们今天很荣幸邀请到了咱们新疆化鲜童总来给我们做公司近况的一个解读然后我们前几天就是咱们新疆化鲜也是刚发了三级报要不先邀请童总来给我们介绍一下咱们三级报的一个情况然后后面咱们再看有什么问题再交流 好嘞好嘞感谢沈总也感谢这场话工啊今天很不好意思啊没能到现场跟大家有一个现场的交流不过还好有这个现场形式啊我们也可以先进行 回来有机会我们再见面再去聊聊一些我们公司的近况啊那现在我先还是先把我们公司近期的整个情况啊跟大家做一个简单的介绍然后一会儿我们有具体问题啊我们再具体沟通那首先呢我们整个公司啊应该来说还是分成两大产品吧当然了呃 最近的这几个这个策略会啊我们也是把菌草啊作为我们一个潜在的产品啊进行一定的这样一个介绍那我们现在相当于呃我一会还是分产品吧分三个产品给大家进行一个啊比较简要的介绍啊那下面还是先说这个棉胶长丝吧 年将长思的话呢整体今年啊因为受到这个新国风带动的这个需求增长的影响啊其实整个今年一直是保持在了高危预警的这样一个态势那整个三季度呢其实也没有太大的变化那 可能有稍微影响一点的就是这个印度的排灯节啊应该是这周正好就就就现在还是在印度排灯节的假期呢因为海 ...

Company and Industry Overview * **Industry**: Artificial Intelligence (AI), specifically focusing on AI applications and solutions. * **Company**: YunTong Technology, an AI company specializing in AI applications and solutions. * **Key Themes**: * Transition from project-based to product-based business model. * Focus on B2B market and high-quality clients. * Emphasis on standardization and replicability of products. * Continuous exploration and adaptation of business models and product offerings. * Strong focus on financial management, including cost reduction and cash flow improvement. Financial Highlights * **Revenue**: * Total revenue for the first three quarters of 2024 was 227 million yuan, a decrease of approximately 34% year-on-year. * B2B revenue increased by nearly 10 percentage points year-on-year. * Revenue from AI-related fields accounted for 40 billion yuan, with a year-on-year increase of 31 percentage points. * **Profitability**: * Net loss for the first three quarters was approximately 509 million yuan, excluding share-based compensation. * Gross margin was around 50% for the third quarter, slightly lower than the second quarter due to the impact of new product development and customization. * **Cash Flow**: * Operating cash flow improved significantly, with a year-on-year increase of nearly 30%. * Accounts receivable balance decreased by nearly 20% year-on-year to 2.99 billion yuan. Business Development and Product Strategy * **Focus on B2B Market**: * Emphasis on high-quality clients and product offerings in the B2B market. * Financial industry remains a key focus area, with stable demand and good payment stability. * Energy sector, including State Grid, is also a significant growth area. * Operator sector is expected to see increased demand due to the integration of AI technology and solutions. * **Product Standardization and Replicability**: * Continuous efforts to standardize products and improve replicability. * Focus on hard and soft product integration, such as smart city projects and AI platforms. * **Technological Advancements**: * Strengthening core technology research and development, particularly in areas such as intelligent decision-making, self-learning, cross-modal understanding, knowledge graph construction, and reasoning. * Collaboration with academia and industry to maintain a leading position in technology. Future Outlook * **2025 and Beyond**: * Expectation of significant growth and changes in the AI industry, particularly in the areas of visual applications and native applications. * Confidence in achieving positive results in 2025 and 2026. * Focus on sustainable development and delivering positive returns to shareholders.

如果大家有任何关于行情方面想要跟我们交流的话题呢随时打在我们的评论区我们一般情况下看到大家的回复之后也都会尽量的一一回复各位小伙伴的然后另外呢大家可以多给我们直播间里面点点赞啊直接可以长按右下角的这个赞就可以一直给我们点赞了一般情况下呢我们可能点赞到一万赞 会给大家安排福袋抽奖当然了不定期的小小可能也会提前的去透支这一万赞提前给大家安排一些福袋所以说如果大家想要去参与到我们的这个评论群互动啊参与到我们的福袋抽奖以及领取到我们每个交易日和吴老师发给大家的这个热点资料丁选言报的朋友们 大家一个是可以关注我们的官网中心微资讯另外可以去添加一下我们主页头锅老师的企业微信瓜瓜早,凤小晴早,冲一万好的这个小目标这一万的小目标就交给咱们的小伙伴们了感谢大家的支持然后有任何想跟我们交流的随时打在我们的评论区 今天其实想跟大家聊的话题也不少因为这一个礼拜是我们昨天短视频里面用了一个标题包括在直播间里面我们也提到这是一个超级宏观大周这一个礼拜有两件全球都非常瞩目的大事正在落地当中一个是我们昨天已经开始拉开帷幕的我们国内非常重磅的会议 另外一个就是在明天中午或者下午咱们最早可能就要知道结果的这个美国大选这一件事而我们也很明显的发现 ...

Key Points Company Overview 1. **Industry and Company**: Far East Energy Corporation (Far East) is a leading developer and provider of smart energy solutions, focusing on smart blue network, smart batteries, and smart airports. 2. **Establishment and Growth**: Founded in 1985, Far East has undergone five reforms and six leaps, ranking among China's top 500 enterprises for 18 consecutive years. It is recognized as the best employer in the industry, the first national quality award-winning enterprise, and the global industry's first brand. 3. **Mission and Strategy**: The company is committed to creating value and serving society, adhering to a strategy of becoming the number one or two in the industry. 4. **Core Values**: Far East upholds the "Four Truths" standard of genuine materials, genuine technology, genuine quality, and genuine service. It implements five safeguards: talent, system, standard, supervision, and data. 5. **Innovation and Awards**: Far East is an international standard member of IEC and a member of CIGRE, winning the National Science and Technology Progress Award. It is the only enterprise in the industry to commit to full-lifecycle quality assurance and has the lowest product defect rate in the industry. Financial Performance 1. **Revenue and Profit**: In the first three quarters of 2024, Far East's revenue reached 18.22 billion yuan, a year-on-year increase of 4.78%. The net profit was 0.99 billion yuan, showing a significant improvement. 2. **R&D and Employee Compensation**: The company's R&D investment reached 5.77 billion yuan, a year-on-year increase of 11.75%. The average employee income increased by 8.98%. 3. **Business Segments**: The company's three main business segments, smart blue network, smart batteries, and smart airports, all showed steady growth. Smart Blue Network 1. **Revenue and Profit**: The smart blue network business achieved revenue of 16.28 billion yuan, a year-on-year increase of 0.77%, with a net profit of 2.93 billion yuan. 2. **Focus and Projects**: The company continues to focus on cable business, supporting high-quality development in intelligent power grids, clean energy, and intelligent manufacturing. It has participated in major projects at home and abroad and won the title of "Most Competitive Enterprise in China's Cable Industry" for 11 consecutive years. 3. **New Projects**: The Far East Resin Lighthouse Project is expected to be completed by the end of the year, and the company is expanding its market share. Smart Batteries 1. **Revenue and Profit**: The smart battery business achieved revenue of 7.79 billion yuan, a year-on-year increase of 85.18%, with a net profit of 0.25 billion yuan. 2. **Market Expansion**: The company is accelerating the expansion of the energy storage market and releasing copper and aluminum foil production capacity. It has won the "Best Industrial Energy Storage Solution Award" in 2020 and is recognized by customers in the power generation, industrial, commercial, and residential energy storage markets. 3. **Product Development**: The company is accelerating the production of products that meet the strictest requirements and deepening cooperation with leading enterprises. Smart Airports 1. **Revenue and Profit**: The smart airport business achieved revenue of 1.096 billion yuan, a year-on-year increase of 42.86%, with a net profit of 0.75 billion yuan. 2. **Projects and Growth**: The company has won contracts worth more than 10 million yuan, with a year-on-year increase of 181%. It is actively involved in the construction of major airports at home and abroad, including Shanghai Pudong International Airport, Xiamen Xiang'an International Airport, and others. 3. **Innovation and Competitiveness**: The company is continuously enhancing its comprehensive competitiveness through technological innovation and independent research and development, focusing on core businesses and promoting high-quality development.

朋友大家下午好我是思维劣控的董事会秘书骆凯赏欢迎大家参加思维劣控2024年第三季度业绩说明会 首先,我谨代表公司董事会及全体员工向一直以来关心和支持我们的广大投资者表示衷心的感谢也对上海证券交易所上证路燕中心为公司本次召开业绩说明会提供交流平台和服务表示衷心的感谢 下面我将从公司简介2024年前三季度经营情况,近期经营计划三个方面向各位朋友介绍思维劣控的相关情况,之后再与大家进行互动交流。 思维列控创立于1992年5月是我国最早从事列车运行控制技术研究的企业之一是我国列车运行控制技术的开拓者技术进步的推动者以及行业标准的制定者之一公司总部位于河南省郑州市注册资本3.81亿元现有职工1000余人 公司于2015年12月24日在上交所主板上市是我国列车控制领域首家A股上市公司目前公司已形成列车运行控制、铁路安全防护、高铁运行监测整体解决方案的能力 三十余年来公司紧紧围绕轨道交通运输安全与效率两大主题努力将公司建设成为国内领先的轨道交通行车安全控制和信息化系统提供商思维劣控的发展大概分为三个阶段1992年至2011年公司以劣控业务为核心 持续推动裂空技术及装备进步先后推出了JK-RHLKJ-93LKJ2000型三代 ...

此会议请面向方证证券的专业投资机构客户或收邀客户第三方专家发言内容仅代表其个人观点所有信息或观点不构成投资建议根据监管规定会议不得交流敏感内幕信息未经方证证券事先书面许可任何机构或个人严禁录音制作纪要转发转载传播复制编辑修改等涉嫌违反上述情形的我们将保留一切法律权利感谢您的理解和支持谢谢 今天非常荣幸的邀请普元信息的领导来参加我们的策略会的现场交流也非常荣幸我这边先简单介绍一下这公司因为也邀请了一些新老朋友一起来进入这个电话会议的沟通对就是普元信息作为国内软件的基础平台的供应商的一个领军企业其实是非常多的受益于目前我们认为在计算机最大的两个产业趋势或者产业浪潮 那第一个呢其实就是在2022年12月底其实关于数据要素入表以及数据要素在过去的两年时间里面有大量的政策的一个推动并且呢越来越多的商业化落地的案例的快速的一个进展所以我们觉得说这第一点公司跟华为携手在整个数据中台然后等等就这样的一个合作的话其实是非常受益于这样大的一个产业浪潮 然后第二件的话就是公司其实我们能看到就是在资深的产品的赋能这一块的话积极的去结合AI工具在低端码开发平台这一块的话也是有一些新的成长的这样的一个动能并且其实公司合作的跟华为在数据要 ...

第四的三级报的解读呢就没有这个请董事长跟大家来做这个做交流如果大家也有很多这个战略相关的很重要的问题如果要跟王总约的话到时候也可以这边跟我这边反馈今天这个交流呢这个主要就是我这边来 给大家做一个记报的解读然后线上的我们董秘武总和我们财务总监陈梅总也都在线如果有一些这个我这边这个覆盖不到的地方到时候也请他们来解答大家的这个疑惑从三级报来看的话因为我们是这个31号 发的这个记报发出来之后呢我们自己对整个公司啊三级度的这个经营情况呢其实还是觉得维持之前的判断整个公司现在今年2024年应该是在这个去年的基础之上已经在全面的业务在在恢复阶段还是有些业务呢恢复的更显著一些 有些业务呢目前可能还是看到了一些经营上的变化但是可能并没有体现在这个财务数据上这两天呢也有一些投资人呢在跟我一对一的做一些交流大家普遍反馈呢就是说或者是疑惑吧就是当时半年报呢财务数据上表现还是非常不错的但是从3D报呢大家觉得 三季度为什么从表观数据上来看呢好像这个净利润这个数这个指标呢好像是没有延续这个一二季度的这个同样的这个这个这个绝对值的这样的一个趋势其实这块呢我们自身的理解因为公司体量相对比较大那个整个前三季度将近两百亿的营收然后各块业务呢但凡他 ...

好的好的各位投资者大家下午好我是中泰证券这边看新材料和化工的分析师孙颖然后今天我们也是非常荣幸的邀请到了联瑞新材的董玉白总和郑大李总来给大家解读一下三级报 那我们看到公司的三级报还是非常亮眼啊就首先单三季度的这个收入使用了接近30个点的一个增长然后规模定义论的话也是保持在了差不多30个点以上的一个增长然后我们觉得特别值得重视的是其实公司的单三季度环比二季度还是持续在改善的那这个趋势也还是非常非常好主要也得益于公司的这个产品的这个高端化那持续带来的这个业绩的一个增长 然后那个白总您看我们是直接进入问答环节还是说您这边先介绍一下呢这边要那个李天安先介绍一下好吧好的好的好的那我们把时间交给李总感谢 2014年前三季度,公司实现营业收入6.94亿 同比增长35.79% 实现净利润1.85亿 同比增长48.1%产品的销售毛利继续保持一个相对稳定的状态产品的销售净利率已经连续7个季度提升这里面主要是我们高阶产品的比例逐渐提高所带来的 从产品上的结构上来看球型产品占比继续提高三季度整个球型产品已经在七成以上了带动整个我们的产品的毛利保持一个相对稳定的状态从单三季度来看最近也有一些投资者提出了一些疑惑就是我们三季度的增速稍微 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the humanoid robot industry, particularly Tesla's humanoid robot developments and the competitive landscape involving both domestic and international companies [1][2][5]. Core Insights and Arguments - **Tesla's Humanoid Robot Design**: Tesla's humanoid robot design has been finalized, with enhancements such as additional lead screws in the waist and neck to improve flexibility. This indicates the robot is nearing mass production [1][2]. - **Production Forecast**: Tesla anticipates producing several thousand humanoid robots in 2024, with a monthly production rate exceeding 10,000 units by the second half of 2025, leading to an annual capacity of over 100,000 units [1][2]. - **Supply Chain Clarity**: The supply chain for Tesla's humanoid robot is well-defined, with key components sourced from various suppliers, including actuators from Sanhua and Topband, and hollow micro motors from Mingzhi Electric and Zhao Experience [1][3]. - **Technological Advancements**: Significant improvements in technology have been made, including precise battery selection, office environment patrols, autonomous navigation, and charging capabilities. The hand's degrees of freedom have increased to 22, enhancing operational capabilities [1][4]. - **Catalysts for Future Growth**: Key catalysts for Tesla's humanoid robot include the potential for large-scale mass production by year-end and the release of the third-generation model, which will solidify its market leadership [1][5]. - **Competitive Landscape**: Other companies, such as NVIDIA, Feifei AI, and domestic firms like Zhiyuan, Xiaopeng, and Xiaomi, are also actively developing humanoid robots, indicating a competitive market environment [1][5][6]. Additional Important Insights - **Domestic Development**: Domestic humanoid robot development is accelerating, with companies like Zhiyuan and Xiaopeng making significant strides, although they still lag behind Tesla. Collaborations with automotive manufacturers are also noted [6]. - **Future Trends**: The future of the humanoid robot sector includes the release of Tesla's third-generation robot, ongoing innovations from domestic companies, and micro-technical changes. The current favorable liquidity and high market risk appetite suggest that the humanoid robot sector could become a highlight within the tech growth segment [7]. - **Investment Potential**: Given the current market conditions, the humanoid robot sector presents substantial investment opportunities. Investors should pay attention to both Tesla's developments and the progress of domestic humanoid robot companies and their supply chains [8].

这就是编程电脑稍微晚一下刚才弄了一下电脑那么长话短说啊那么今天我们看这个人性基准啊呃我喜欢做这种什么呢这种产业逻辑啊就是像近期的这个并购重组啊我说了啊也是并购重组如果说啊这个朝到末段的话你要关注什么关注产业逻辑方向 产业逻辑和并购重组如果能产生就是多因子叠加的话那是更好是吧这个呢任何一个板块表现呢它往往都需要催化剂是吧当然这个催化剂有大有小那么催化剂为什么叫催化剂呢它不是说根本驱动因素本质的驱动因素才是产业的趋势产业的进度产业的逻辑那么人性机品啊从去年啊 从去年跟大家梳理过N多次那么这次呢我想还是简单说一下说一下什么呢就是这边机会啊他有个特点特点是什么呢就是近期这个市场啊情绪驱动非常强而情绪驱动他的一个这个驱动这个驱动什么呀就是传播因素吧 非常符合于传播学啊这个近期的抖音就是这样啊这个大概齐吧不能说具体平台啊就是很多啊这种平台啊就是什么传播这个是吧这个这个各种吧是吧它的作用非常强的那么它有一个规律是什么呀就是说这种辨识度很高的是吧普罗大众能够广泛接受的 然后很容易调动这个情绪和共识的华为这是一个很重要的一个点你不能说这个利用传播学发动的情绪很低软是吧但是呢他确实是这么回事 君子啊就什么呀幸福也善加于物善加于物 ...