然后给我们在晚上八点钟时间解读一下公司的三级报然后是几块核心业务的一些最新进展那么应该说从今年年初以来到上周公司的一些核心的铸造板块然后包括自然的发动机业务包括核电确实有比较多的这个都是变化那么后面我们就把时间交给杜总 首先感谢大家的时间在这大晚上也来听我这边介绍一下公司的一个情况在进来之前我刚刚跟黄老师还在开玩笑 确实没有搞过这种形式因为我也看不知道也不知道今天有哪些朋友参加确实很多朋友也知道我们印度一般情况下很少在这种定期报告之后召开这种一对多的这种线上活动一般情况下更多的是搞这种线下的交流或者是一对一的这种活动这种可能情况更多一点或者是露眼拜访各位的公司这种情况都可以 但是今天非常感谢东方正义学院的安排召开了这个电话的会议主要我是想先花一点时间把公司的一些情况介绍一下 以及把我们一些最新的进展还有未来的布局再做一个介绍因为过去一段时间可能都是静默期有一个多月的静默期很多一些新的情况我们也不方便讲也是就着这个机会我先做一个简单的汇报首先既然是单季度的业绩的相关情况介绍了我先回顾一下今年前三个季度的业绩的情况今天的披露的时间比较早可能三点半左右就披露出来的 这是以前也没有办法想的一个事情确实也比较早今年三季 ...

投资的朋友们 还有创商的朋友们 大家晚上好 我是方振增券萌业研究员邱振浩然后今天的话 刚刚天马科技也是公告了三级股的业绩情况然后我们今天非常高兴邀请到了天马的几位投资领导 分别是投资会秘书戴总 还有集团的财务总监陈总 还有这个集团的领导也是中国这个蚂蚁协会的领导当中,给大家做这个天马三级度的一个业绩解读。那站总好,那首先请您这边给大家先做一下公司三级度情况的一个介绍吧。好的好的,最近的各位投资者、经理和研究员分析师大家晚上好。接下来我就公布公司2020年节三级度的一个生产期情况,为大家做一个简单的分析。 报告期呢就是2024年1-9月公司持续优化产业布局和提供调整公司在资质和养殖、健康食品、安全饲料等产业链布局一路增网站一二三产业深入融合发展也是有利于去推进形成了以蚂蚁产业为中心的清晰产业发展定位今年以来公司在蚂蚁诸侧的持续爆灭卡蓝的食品产销同意也大幅散展 但资料与由于资料业务越受到下游产业产能减少终端消费疲软行业竞争加剧以及工程手动调整的因素影响资料业务的砍掉同比环境就有一定程度的下降给资料的毛利带来不利影响公司各种水产资料不得挥露但公司其他费用板块协同发展实现为公司带来稳定的营收和利润贡献 2020年1- ...

动物证券研究所提醒您本次电话会议仅面向机构投资者或受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所表述的意见 均不构成对具体证券在具体价位具体时点具体市场表现的判断或投资建议未经合法授权严禁录音转发及相关解读涉嫌违反上述情形的我们将保留追究法律责任的权利感谢您给予的理解和配合谢谢各位同志大家晚上好 我是东吴证券的电信首席曾朵红非常欢迎大家参加我们今天晚上关于弗莱特的三季度业绩的一个交流会我们非常荣幸邀请到了公司的董秘陈总和财务负责人蒋总一起来做一个交流首先我们有请陈总对三季度的情况给我们做一个简单的分享然后后面再是提问的环节然后陈总好的谢谢董总 尊敬的各位投资者大家晚上好非常感谢大家在百忙中参加这次弗莱克2024年第三季度的业绩交流会先给大家简单的回顾一下公司三季度的经营情况截止到2024年9月30号公司的总资产达到了441亿较年初的430亿微增2.63%淨资产达到223.75亿和年初相比基本是持平的 公司的综合毛利率和去年同期的21.23%相比下降2.23个百分点到了这个19%由于当期销售回款的增加以及购买原材料原辅材料支出的一个减少经营活动产生的现金流量金额为30.17亿和去年同期的负的2093万相 ...

Summary of the Conference Call Company Overview - The company, Jiangbolong, has been focused on the storage industry since its establishment in 1999 and has developed core capabilities in chip design, firmware algorithms, and manufacturing [2] - Jiangbolong has received various accolades, including being recognized as a "National Specialized and Innovative Small Giant" and ranking among the top 50 in the "2024 Electronic Information Competitiveness" list [2] Financial Performance - For the first three quarters of 2024, the company achieved revenue of 13.268 billion RMB, a year-on-year increase of 101.68% [5] - Q3 2024 revenue reached 4.229 billion RMB, with a stable quarter-on-quarter performance [5] - The company reported a gross profit of 557 million RMB for the first three quarters, with a gross margin of 21.54% [5] - Inventory decreased from 8.833 billion RMB to 7.815 billion RMB, a reduction of 11.52% [6] Market Dynamics - The storage industry is experiencing pressure from high upstream prices and reduced demand in the consumer electronics sector, leading to a decline in profit margins [8] - The company has strategically sacrificed some product gross margins to maintain revenue stability [8] - There is a notable growth in overseas and high-end business segments, with Q3 revenue from Zillia exceeding previous records [8] Product Development and Strategy - The company is transitioning towards UFS storage standards and has made significant advancements in enterprise-level storage products [3] - Jiangbolong's self-developed chips, including SLC NAND flash and various controller chips, are gaining traction in the market [3][16] - The company is focusing on expanding its product matrix from chip-level to module-level products [2] Competitive Landscape - The storage market is becoming increasingly competitive, particularly in the consumer electronics segment, where many new entrants have emerged [38] - The company is adapting to market changes by optimizing inventory strategies and enhancing supply chain efficiency [6][30] Future Outlook - The company anticipates a recovery in demand for consumer electronics in Q4, driven by seasonal factors [25] - There is optimism regarding the long-term growth of the storage market, particularly due to the increasing demand from AI applications and enterprise-level storage solutions [11][12] - Jiangbolong aims to complete its transformation into a comprehensive semiconductor brand, leveraging its technological advancements and market positioning [12] Key Takeaways - Jiangbolong's revenue growth is driven by both domestic and international markets, with a strong emphasis on high-end storage solutions [14] - The company is actively pursuing a second growth curve, focusing on enterprise storage and chip development [12] - Despite current market pressures, the company remains optimistic about future growth opportunities, particularly in AI and enterprise storage sectors [11][12]

欢迎各位参加过境科技2024年前三季及第三季度的业绩说明会。下面由我来向大家报告一下具体的情况。 第三年前三季度的总收入是22.78亿,相对于二三年的前三季同比增长33.79%。 利润基本持平保持在2.7亿左右,没有跟业绩的增长率同数,所以等一下我会讲一下这个情况。扣费后的净利润是6500万。 前三季的营业收入主要受益于它的增长主要受益于公司持续的高强度的研发投入新产品和新工艺器材在客户端取得了一些突破性的进展尤其在PE、CVD、ALD、SA、CVD、HTC以及超高深宽底的高超全通式CVD这些产品都在大规模的量产出货并且不断的 20年前三季度的规模金融利润同比有微小的增长 低于收入的增速这主要是由于前三季毛利率有所下降 有较大幅度的下降前三季的毛利率是43.59% 相较于去年同期降低了6.75个百分点这主要是由于新产品和新工艺的输入在今年占比比较大而这些新产品和新工艺的客户端验证过程中 形成的成本相对较高,这在年初的第一季度的研究说明会我也特别讲了这一些,然后从下一页上大家也能看得到这个趋势。 20年前三期扣费后的这个规模定利率是下降了62.72%这主要是这个公司的这个投资的供应价值变动的收益比较大这个呢是比 ...

我们也非常荣幸邀请到了公司的一些领导来做本次会议的分享那么首先介绍一下本次出席会议的领导CEO兼核心研发人员郝艺伟 郝总 郝总CFO兼董秘 林胜楠 林总然后董事长 货迁经理 张主任 张总那么接下来我们有请林总介绍一下三基组公司经营的情况后续我们有提问的环节下面有请林总 欢迎大家参加聚合闲聊2024年第三季度业余交流会我是公司财务总监兼董事会秘书林春兰 实现扣非规模均利润4.33亿元同比增长7%在光复行业几乎全面规模的背景下公司的经营韧性尤为凸显充分展现了我们的核心竞争力在出货量方面公司前三季度光复将量出货超过了1600吨同比增长11%市场恢复保持稳定继续巩固光复早年营家行业龙头地位分季度看当三季度出货量 目前电池价格已经与部分产品链名成本飘落过后陆续出现减少停产现象但相信随着供给层不断优化带电池计划去步后需求终将会拉高电池开通率提升同时公司目标市场可能会进一步提升相信光复导电将要出货两周会回到上行通道产品结构方面即使光复产业竞争日益加剧 同时人高度重视产品创新继续加大研发投入主动承担更多新技术开发重任目标通过技术创新打破行业内卷2024年前三剂组研发投入已超过6亿人投入已增加40%张研发投入效果显著产品结构不 ...

Summary of Conference Call Company and Industry - **Company**: 滔滔职业 (TaoTao) - **Industry**: Recreational vehicles, specifically focusing on golf carts and electric vehicles Key Points and Arguments 1. **Q3 Performance**: The company reported a revenue of 1.19 billion, representing a year-on-year growth of 70.53%, exceeding market expectations of over 40% growth [1][2][4] 2. **Product Focus**: The primary growth driver was the launch of new products, particularly the electric golf carts, which significantly boosted performance [1][2] 3. **Market Concerns**: There are concerns regarding potential risks in the export chain due to the upcoming U.S. elections and the possibility of increased tariffs under a new administration [2][3] 4. **Tariff Speculation**: The anticipated tariffs could range from 44% to 60%, with discussions around potential negotiations affecting the final rates [3] 5. **Sales Performance**: Sales of golf carts decreased slightly from 7,000 units in Q2 to 6,600 units in Q3, but revenue remained stable due to price adjustments [7][8] 6. **Profit Margins**: The gross margin improved from approximately 35% in Q2 to 37% in Q3, attributed to reduced transportation costs and effective cost management [8][23] 7. **Currency Impact**: The company faced a foreign exchange loss of approximately 36 million due to the depreciation of the RMB, but expects some recovery in Q4 as the currency stabilizes [5][6] 8. **Q4 Outlook**: The company remains optimistic about Q4 sales, traditionally a strong season, and anticipates maintaining or improving revenue and profit levels [6][34] 9. **Production Capacity**: The company is expanding production capabilities in the U.S. and Vietnam, with plans to increase output of golf carts and other vehicles [10][11][31] 10. **Market Strategy**: The company is considering launching a second brand to target lower-end markets, aiming to diversify its product offerings and increase market share [15][16] 11. **Sales Channels**: The company is focusing on enhancing sales channels and expanding its dealer network to improve sales performance in the U.S. market [19][22] 12. **Competitive Landscape**: The company believes that the competitive landscape may become more favorable due to potential barriers for other manufacturers, allowing it to leverage its existing market position [34] Other Important but Possibly Overlooked Content 1. **Product Declines**: Sales of scooters and balance bikes saw declines of 30% and 20% respectively, attributed to increased tariffs and competitive pricing pressures [18][20] 2. **Inventory Management**: The company is managing its inventory levels carefully, especially in light of fluctuating demand and potential tariff impacts [12][13] 3. **Regulatory Environment**: The company is preparing for potential regulatory changes and tariffs, with a focus on maintaining flexibility in its operations [30][34] 4. **Future Projections**: The company is cautious about projecting future sales due to market uncertainties but is optimistic about its ability to adapt to changing conditions [32][34]

从7亿颗的量来说的话基本上我们现在大概有一半的量今年跟客户之间已经形成了这种相当于框架型的这种指引他们也会用这种招标的方式然后把主要的供应商的大概的量分配完成当然这个分配的只是一个大的框架 在具体订单的时候可能还有一些变化这里我的七亿颗基本上有一半的量已经通过这种框架性的指引已经锁定了对那么明年的会不会会突破这个七亿颗的这样的一个这样那个出货的数量可能要动态的去观察目前我们觉得这个七亿颗的这样的一个量还是还是偏中性一些对第一 再回答苏老师的第一个问题就是整个的产能现在的话我的第二工厂的塑胶线已经进入到开始拆除开始往海外去移的这样的一个过程当中了那我现在的整个的产能其实就第二工厂还有塑胶线第三工厂第三工厂有塑胶线那这样子的话差不多有个 有个八条线能够持续的增强这个八条线大概能够带来的产能呢全年的产能大概就是六亿多棵 对这个是回答宋老师的第一个问题来 宋老师那个房总 我再问一下这个六亿多棵是指到年底如果完成明年可以净增加全年贡献六亿棵是这么理解的 对吗 不是竞争家对 就是我目前可以连续生产的产能我们马来西亚的产能的话大概三月份开始可以四产能形成产能大概在二十几度里面那个部分的话会有 会有五条线大概会有接近四亿颗的 ...

Summary of Conference Call Company and Industry - The conference call pertains to a radar technology company specializing in meteorological and defense radar systems. Key Points and Arguments R&D and Product Development - The company is experiencing rapid growth in R&D expenses, with a 20% increase noted this year, focusing on new products such as S-band and K-band radars, as well as multi-functional phased array radars for various applications [1][2][3] - The company is optimistic about the demand for phased array radars, particularly in disaster prevention and detection, with historical high demand noted in the first three quarters of the year [3][4] Financial Performance and Order Delivery - The net profit margin has decreased from 40% to 25%, with future stability dependent on the fourth quarter's order delivery [1][2] - The company expects a positive outlook for revenue and profit for the year, supported by a strong order backlog from previous years [2] - The fourth quarter is traditionally a peak season for orders, and the company anticipates a significant number of new bids in November and December [2][3] Market Trends and Demand - The demand for meteorological and hydrological radars is expected to remain strong, driven by increasing awareness of disaster prevention technologies [3][4] - The company is actively participating in various testing projects across cities, indicating a growing market presence [12][21] Product Pricing and Market Strategy - The expected pricing for S-band and C-band products is projected to be in the range of 40-50 million and 20-30 million respectively, although these are preliminary estimates [16][17] - The company is exploring international markets, particularly in countries along the Belt and Road Initiative, while facing challenges due to varying levels of disaster prevention awareness [25][26] Production Capacity and Supply Chain - The company has increased its fixed assets significantly, indicating an expansion in production capacity [9] - There is a focus on maintaining effective control over procurement costs, with a stable supply of components from domestic sources [11][23] Future Outlook - The company is optimistic about the next two to three years in the meteorological and hydrological radar sectors, with expectations of continued growth and product development [6][25] - The company is also considering expanding its product line to include longer wavelength radars (L-band and P-band) in the future, depending on the success of current products [17][18] Challenges and Risks - The company acknowledges potential risks in the supply chain but believes that the current market conditions allow for effective cost control [11] - The integration of radar systems with defense applications is ongoing, with a focus on modular and standardized data outputs for compatibility with various defense systems [28] Other Important Content - The company has participated in the Zhuhai Airshow, showcasing both mature and conceptual radar models [5] - There is a strong emphasis on customer feedback and continuous product optimization based on testing results [12][15] - The company is committed to maintaining a high level of R&D investment to stay ahead of competitors in technology development [27]

Summary of Conference Call Records Company and Industry Overview - The conference call primarily discusses the developments and strategies of a company involved in AI, smart manufacturing, and energy sectors, with a focus on their product lines and market expansion efforts [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30]. Key Points and Arguments AI and Smart Manufacturing - The company is optimistic about the AI sector and has initiated R&D in related technologies, establishing connections with leading AI firms [1]. - Current AI-related business remains small but is expected to grow as partnerships develop [1]. Capacity Expansion and Project Updates - The company is progressing on its Hainan project, with full production expected by the end of the year [2]. - The project includes significant investments in fixed assets, with equipment testing already underway [2]. - The company has completed foundational work for its facilities and is on track for timely delivery of services [2][3]. Product Development and Market Strategy - The company is developing a full range of products, including low-voltage systems and dynamic connections, with various voltage levels in the pipeline [4][5]. - Collaborations with universities and research institutions are ongoing to enhance product offerings and technological capabilities [5]. Storage and Battery Business - The company reported a significant increase in battery orders, with a 400% growth year-over-year, reaching nearly 20 million units [5]. - A major project with a capacity of over 600 million is expected to begin deliveries in Q4 [5]. Infrastructure and Military Projects - The company is involved in military airport construction and has secured contracts for various projects, with a growth rate exceeding 181% despite market challenges [7][8]. - The company is also expanding its presence in low-altitude economic sectors, focusing on airport infrastructure [7][8]. Financial Performance and Market Position - The company has seen a substantial increase in orders, with a monthly growth rate of over 30% for orders exceeding 10 million [20]. - Current backlog includes 24.6 billion in orders, indicating strong demand [20]. R&D Investments - R&D expenditures have increased by 12% year-over-year, with 70% allocated to smart network business and product innovation [26][27]. - The company is focusing on developing high-conductivity materials and advanced cable technologies to reduce reliance on foreign suppliers [26]. International Expansion - The company has made significant strides in international markets, with exports accounting for approximately 49% of total revenue, particularly in Southeast Asia and Europe [28][29]. - The overseas business contributes over 10% to total revenue, indicating a robust international presence [29]. Future Outlook - The company anticipates a positive trajectory in performance, with expectations for significant growth in 2025 driven by new product lines and market strategies [30]. Additional Important Information - The company is actively engaging in strategic partnerships and collaborations to enhance its technological capabilities and market reach [1][5][6]. - There is a focus on sustainability and innovation in product development, aligning with global trends towards green energy and smart technologies [26][27][30].