今天的标题还用了一个谐音梗再见爱人再见AI人站在今天2024年年中的时间点我们一起来回顾一下今年的热门赛道之一机器人华龙总也是机器人ETF的经营经理相信在这个方面有很多的研究和观察机器人产业链目前的进程怎么样有哪些可以关注的投资机会呢非常期待今天华龙总的交流 那我们首先还是先回顾一下今年的机器人赛道其实今年不管是一级还是二级市场都可以说是持续火热那我这里也有几组数据跟大家分享一下根据高宫机器人的产业研究所数据显示今年一月到十月份 全球人型机器人行业一共发生了69起融资事件融资总额超过110亿人民币从二级市场来看也同样火热万德数据显示截至12月3日成交额已经超过4.3万亿 那从这些数据我们也可以看到一二级对机器人板块的关注度可以说是非常的高那我也想问一下黄龙总您认为机器人产业呈现出了哪些特点和趋势是引起了选丝场的关注呢包括今年以来有哪些事件是让您印象深刻的能不能也给我们分享一下黄龙总 好的确实就是今年的话对于这个整个机器人产业来说确实是一个充满变革和机遇的一年首先从这个整体趋势来看的话我觉得就是有以下几个特点和这个趋势是比较引人注目的第一个的话是这个技术的创新和融合这一点的话也是正在成为 推动机器人产业发展的一 ...

Summary of Conference Call Records Company and Industry Overview - The conference call discusses the financial performance of a company in the mining and materials industry for Q3 2024, highlighting significant declines in revenue and profit compared to the previous year [1][2][3]. Key Financial Metrics - **Q3 Revenue**: The company reported a revenue of 1.148 billion RMB, a decrease of 18.85% year-over-year [1]. - **Year-to-Date Revenue**: For the first nine months, revenue totaled 3.569 billion RMB, down from 8.869 billion RMB in the same period last year, indicating a decline of 88.69% [1]. - **Net Profit**: The net profit for Q3 was 727.6 million RMB, a drop of 7.18% compared to the previous year [1]. - **Earnings Per Share (EPS)**: The EPS for Q3 was reported at 5.16 RMB, down from 7.36 RMB year-over-year, reflecting a decline of 30.0% [1]. - **Total Assets**: As of September 30, total assets were reported at 16.24 billion RMB, an increase of 2.29% [2]. Factors Affecting Financial Performance - **Currency Fluctuations**: Significant exchange rate volatility between the US dollar and RMB resulted in a foreign exchange loss of approximately 50 million RMB [2]. - **Tax Issues**: The company faced local tax inspections leading to additional tax liabilities of over 30 million RMB [2]. - **Operational Adjustments**: Changes in sales collection policies and adjustments in the product mix were noted, particularly in response to market price fluctuations [3]. Operational Insights - **Cash Flow**: The cash flow from operating activities was negative at 168 million RMB, primarily due to tax payments and adjustments in sales policies [6]. - **Inventory Management**: The company is focusing on managing inventory levels and optimizing production costs in response to declining sales [10][11]. - **Sales Volume**: The company achieved a sales volume of 1,111,000 units in Q3, marking a historical high for the factory [7]. Market Conditions and Future Outlook - **Market Challenges**: The company is facing significant challenges due to declining metal prices and increased competition, particularly in the North American market [9][31]. - **Cost Control Measures**: The management emphasized ongoing cost reduction strategies and operational efficiencies to mitigate the impact of lower revenues [10][12]. - **Future Projects**: The company is exploring new projects and product lines, including potential expansions in Africa and adjustments in production strategies to enhance profitability [17][30]. Additional Considerations - **Regulatory Environment**: The company is actively engaging with local governments to negotiate favorable conditions to alleviate operational pressures [32]. - **Investment in Technology**: There is a focus on investing in technology and innovation to improve production efficiency and reduce costs [35]. - **Long-term Strategy**: The management expressed optimism about future growth opportunities, particularly in emerging markets and through strategic partnerships [18][19]. This summary encapsulates the critical financial data, operational insights, and strategic outlook discussed during the conference call, providing a comprehensive overview of the company's current status and future direction.

Summary of Conference Call Company Overview - The conference call pertains to **China Chuangda**, a technology company involved in various sectors including automotive, AI, and robotics. Key Financial Metrics - For the first three quarters of 2023, the company reported: - **Revenue**: 3.694 billion CNY, a decrease of **4.7%** year-over-year [1] - **Net Profit**: 152 million CNY, a decrease of **74.9%** year-over-year [1] - In Q3 2023, the company achieved: - **Quarterly Revenue**: 1.294 billion CNY, an increase of **5.8%** quarter-over-quarter [2] - **Gross Margin**: 35.82%, up approximately **2 percentage points** from the previous quarter [2] - **Net Profit for Q3**: Approximately 50 million CNY, a growth of nearly **250%** quarter-over-quarter [2] Strategic Initiatives - The company is focusing on **global expansion**, establishing overseas sales and R&D centers, which have shown significant results [1][2]. - Investment in **key areas** such as vehicle operating systems, industrial robotics, and intelligent edge computing continues to grow [1]. Industry Trends and Innovations - The rapid development of **AI** is highlighted, with the company leveraging AI technologies in its products and services [4][5]. - The company is developing **AI agents** capable of autonomous actions, reasoning, and decision-making [6]. - The automotive sector is transitioning from software-defined vehicles to AI-defined vehicles, necessitating strong computational power and AI integration [8]. Product Development - The company launched **DishOS** in April 2023, integrating cockpit and driving systems into a unified intelligent system [8]. - Collaborations with major automotive manufacturers, including **Hyundai**, are ongoing to enhance smart vehicle technologies [10]. - The company is also focusing on **robotics**, with a new subsidiary established to enhance its capabilities in industrial robotics [12][22]. Market Dynamics - The overseas business is experiencing growth, particularly in the automotive sector, with significant opportunities in Europe, Japan, and North America [20]. - The company is actively pursuing partnerships with leading internet firms and chip manufacturers to enhance its product offerings [7][14]. Future Outlook - The company anticipates continued growth in the **smart automotive** and **robotics** sectors, with a focus on long-term development rather than short-term metrics [22][39]. - The integration of AI across all business lines is expected to drive future growth, with a commitment to innovation and market responsiveness [36]. Additional Insights - The company maintains a strong focus on **collaboration** with chip manufacturers, enhancing its software capabilities and product offerings [17][18]. - The establishment of a new **inspection robot company** aims to expand its footprint in the robotics market, leveraging local technological advancements [32]. This summary encapsulates the key points discussed during the conference call, highlighting the company's financial performance, strategic initiatives, industry trends, product developments, market dynamics, and future outlook.

Summary of Conference Call Company and Industry Overview - The conference call involved **Jiangshan Nanyou**, a leading refined oil transportation company in the Asia-Pacific region and the only cost-operating entity listed on the A-share market [1][2] - The company has shown strong performance in the refined oil transportation sector, which is expected to continue benefiting from industry growth [1][2] Key Financial Highlights - For the first three quarters of 2023, Jiangshan Nanyou reported: - Revenue of **5.008 billion** yuan, a year-on-year increase of **7.76%** [3] - Operating profit of **1.388 billion** yuan, a year-on-year increase of **16.85%** [3][4] - In Q3, revenue was **1.48 billion** yuan, a slight decrease of **0.73%**, but operating profit increased by **20.9%** [4] - The company achieved a **21%** year-on-year increase in quarterly performance, exceeding market expectations [2][19] Market Dynamics - The refined oil transportation market faced pressures in Q3 due to geopolitical factors affecting demand and operational challenges in the oil transportation sector [2][19] - The company noted that while the refined oil market remains stable, there are signs of pressure from the crude oil transportation sector [2][19] - The demand for refined oil is projected to grow by **8%** year-on-year, although this may be adjusted based on current market conditions [12][19] Operational Strategies - Jiangshan Nanyou has focused on expanding its operations in the western market, which has shown better performance compared to the eastern market [20][24] - The company has successfully increased its market share in the western region, leveraging its operational capabilities and fleet efficiency [20][24] - The management emphasized the importance of diversifying operations and maintaining competitiveness in both eastern and western markets [24][25] Future Outlook - The company anticipates continued growth in the refined oil transportation sector, driven by geopolitical factors and market demand [19][30] - There are concerns regarding the potential impact of new ship deliveries on market dynamics, but the overall supply-demand balance is expected to remain stable [16][30] - The management is optimistic about the long-term outlook for the industry, despite short-term fluctuations in demand and pricing [19][30] Investment Considerations - The management highlighted the importance of maintaining a diversified fleet and operational flexibility to adapt to changing market conditions [20][30] - The company is exploring opportunities for new shipbuilding to enhance its operational capacity and market presence [30][31] - There is a focus on improving profitability through strategic partnerships and optimizing operational efficiencies [20][23] Additional Insights - The company has been proactive in managing its fleet, with older vessels being phased out to improve overall efficiency [27][36] - The management discussed the potential for increased shareholder returns through share buybacks and future dividend policies, contingent on financial performance [37][38] This summary encapsulates the key points discussed during the conference call, providing insights into the company's performance, market dynamics, operational strategies, and future outlook.

会议内容并不构成对任何人的投资建议 好 感谢各位投资人参加东科江南24年的三级报交流会那我是国军证券计算机组李宗宇 那本次电话会呢是由国际证券联合多家券商联合主持那感谢华泰中金国胜天峰民生中方中泰广发中信财通等这个诸多小伙伴的联合支持啊那由我先介绍一下咱们本次出席交流会的上任公司嘉宾那中和江南董事长罗总然后呢董事会秘书张总也感谢公司领导的时间那大家也知道呢其实3G报的计算机板块大部分公司以这个2G和2B为主客户群的软件公司都比较难 然后呢业绩压力呢确实很大然后任何事物但都有这个周期性特别是九月份以后呢我们也看到了国家的宏观政策的明显变化 然后我们也期待当下环境下能找到更多的这种希望的曙光中国江南呢其实作为咱们财政口的一线公司也更能感受到这个一些相关政策的变化那么我们先有请这个公司领导结合公司的三级报情况特别是结合下游的这样一个客户这个这个需求的变化然后给大家讲讲从这个咱们江南视角然后看看这个后面的这个节奏那谢谢张总和罗总 谢谢周恩老师 谢谢您和主持人确认各位同事们早上好 我是周恩江南总书记胡昭池今天我先介绍一下我们三级经济学家搭载的一些经验的情况然后接下来可以回答同志的提问我们今年三级经济学家就像周恩所说的受 ...

我的两位同事分别是我们公司的财务总监李逵李总和我们的证券事务经理洪峰洪总来和大家一起进行交流我是公司的董事会秘书资应坤我今天的话我会先简单的给大家回顾一下我们三季度的整个基本的经营情况 然后再由我们广发的领导作为主持人来进行相关的问题交互三季度是整个公司经营倍感压力与挑战的一个季度我们可以看到各种宏观的经济数据的表现都是添加的包括各种PMI 各种指数 那么尤其是和中央软件业务密切相关的制造业和工程电路行业承受了很大的压力我们在这样的宏观背景下是实实在在地受到了影响那么我们实现了三季度收入端7.66%的这样的一个小幅增长前三季度这个规模经济论有一定程度的增长这个经营数字不能说令人满意 刚刚我和广发的刘老师交流的时候,也觉得这个数字有些低于市场的预期,对此我表示歉意。但是广里层认为,在这样的环境下取得这样的一个业绩成绩,这个数字是可以接受的。更重要的是,基于当前的现实,我们对Q4以及明年的增长依然是充满信心的。 我们《三级报》的公开披露里面已经谈了一些数字,那么我再给各位简单的分析或者展开一下我们具体的Q3的一级数字。在这里我们既要看到问题和挑战,更要看到机会和亮点。我们其他公司都是先挑好的说,那我们中央反其道而 ...

好的各位领导大家晚上好我是这三政权机械国防行业首席分析师王华钦今天我们给大家汇报一下中纪联合的一个深度的一个汇报那么今天跟我一起汇报的有我们团队非常优秀的分析师张金老师也是目前也是在张金老师的力推下我们把这个中纪联合我们在年初的时候就作为我们这三政权的重大推荐对这三政权的三年一辈子加以重点推荐 那么终极联合的话它是一个这个选美的公司啊之前的话我们之前呃年初的时候我印象非常深刻啊在年初的时候一月份的时候我们当时把它推成三年一倍股东来推荐当时是全市场底部啊就是本身也是公司股价的一个底部加上一月份这个是 也是一个微团股的一些股灾但是终极联合评论这个业绩的一个超预期也是成功的就是这个是逆势上涨的那么到今天的话我们去看公司的三级报三级报的业绩也是大幅的超时台的级也超客观来讲也是超我们预期的那么今年前三季度的话公司收入这个同比增长了34%规模经济认证是增长了101% 其中第三季度单季度的话收入增长41%啊利润呢是规模利润是同比增长了166%啊这个是大幅的一个增长是应该是比较超市场预期的那么东京联合的话是作为一个风电的跟风电产业链面其实它是一个高空的这个风电高空安全作业的一个设备的一个龙头企业它是一个在这个细分领域里面夺到 ...

那么我们也看到今天公司是公布了三季度的情况那么单三季度的收入率同比都是11%左右的一个增长那么这个其实还是非常超预期的一份预期因为整体我们看到所有的消费品相关的就是内置消费品单三季度的经营压力还是在进一步的增加的那么公司的话其实还是体现出来强于下游的一个增长的水平那么也是今天说的比较强的一个增长的一个认识 那么同样呢就去年我们也看到啊 单三技术其实利润率还是一个蛮高的一个基础那么在这样的一个比较 单三比较高的一个基础的情况下那么利润也是比较稳定的那么也是体现出来我们一直强调的公司的整体的这个供应 供应和运营效率的这个优势那么我们也是一直强调其实在 去包装这个行业还是会有一个持续的行业龙头整合的一个逻辑那么公司不管是收入端的一个文件增长还有利润率的稳定性其实都是沿着这件事情的那么我们现在就先把这个时间交给李总先请李总来给我们解读一下整体三制度的一个经营的情况然后是我们再开始一个交流李总 请好的 谢谢谷老师我们最近的这位投资人 股东还有线上分析师朋友 大家晚上好感谢大家来参加玉铜科技2024年三季度的业绩销售会我先报告一下公司发布的业绩景象吧2024年第三季度玉铜全体进行业绩稳中有进低音效率持续提升第三季度实现营 ...

好的感谢各位投资者参加阿云运气2024年第三季度的一个业绩说明会我是公司的董事会秘书郑雀薇那参加本次会议的呢主要是由我和我们一些事业部的负责人那2023年的前三季度呢公司整体来说是逐业稳健发展的各一个板块也是齐头并进包括我们的一些主要的市场作用也在逐步的提升那带动我们公司整体的业务发展的增速呢较去年同期相比呢还是不错的前三季度呢公司实现营业收入是15.56亿 好的感谢领导的分享下面进入问答环节欢迎各位投资者举手语音互动或发送文字提问 下面有请电话位号9329的投资者进行提问请您优先提供您的姓名和机构名 请发言 谢谢郑总 请问可以听见吗您好 可以听到 你好我是那个中信电脑争取员邓浩竹就是想请问一下公司首先还是恭喜恭喜公司那个三级队业绩还是取得了一个非常不错的增长然后我想请问一下就是咱们前三级队现在各项业务拆下来的一个各自的营收和增长情况是怎么样的 因为三级组的数据本身也是比较简单嘛所以说我们大概猜了一下目前来说从绝对局的角度来看的话还是我们原先的这个聚能控制不见这个右杆块占比我们相对来说比较大的大概能占到百分之七十以上那另外呢就是我们的一些 像智能这个雨刮系统这块大概应该能占到一个占到个10%左右就基本上和我们 ...

合作的影响可能会影响人家特别是对于相关的背后然后背后的对公司的一些意识吧那再一次来看其实大家已经看到了就是说其实我们收到的新的传统投资合作的影响那么我们稍后的视频还是比较精彩的我们希望就是说特别是其实明明特别二十七年已经投资的一些什么开市可能是一些基建业者 然后这些问题都是先于我们的研修发生的所以现在在规模上已经实施前了还是会对毛利有一些拖累吧随着整个规模解开以后还多了一个进展我们希望我们的文开的毛利率能达到25到30的一个时间然后这也跟我们现在目前的整个的产品提供规划是相匹配的再来一下 谢谢 好的好的 谢谢第三个问题就是说就是你也提到说我们有木头新的一个RJ2和燃料5D种型电风桩的一个产品就是在这方面能不能请您再介绍一下就是我们有没有一些目前来看新的包括客户然后订单或者是下游以及我们资深技术的一些进展谢谢最后一题我请我们的CCO然后来回答一下 您好 就这样子我们现在在RCA包括Y.5G上面的一个布局目前是已经处于一个中线的一个状态中线的一个状态目前中线之后我们现在在做一些公益的调查您讲到的一些客户的情况就是我们有积极在接触一些客户也有一些项目方面的一些方案的一些探讨这个都在进行中就这样一个情况目前稍微补充一 ...