好的感谢主持人各位投资者大家晚上好我是浙江医药分析师孙健感谢大家今天晚上参加泰格医药2024年三级报业绩解读的电话会议今天跟我一起主持这场电话会议的还有我们团队郭昌旭博士然后和我们一起主持的全商团队包括中京医药和海中医药团队今天我们也特别荣幸邀请到 泰戈医药VP黄欣总以及董事会秘书小日总以及IIR团队跟我们一起就三级报的情况做沟通和交流大家刚刚可能也看到公司刚刚发布的三级报的业绩的情况然后整体我们看到收入和利润端可能略微有一些波动但是这个背后的公司在报表端特别是在扣费利润端也做了一些解释但是我们 认为菜哥医药作为本土临床治疗的龙头公司特别是在整个国内的投融资现在有波动的情况下公司的整个市场占有率或者是竞争力也在持续强化对接下来我们也有请新总就三七报的经营情况先给我们做个介绍好吧好的谢谢请问我的声音能听清楚吗可以没问题啊 好的各位投资者和分析师晚上好我是蔡哥的黄欣和我一起在现场的还有我们董秘李总和郑达文总再次感谢大家百忙之中抽出时间来参加我们三季度的业绩变化会我们今天下午刚刚发布了三季度业绩我想大家可能对于业绩有很多问题我先花一些时间跟大家简单的介绍一下我们三季度的情况然后后面会开放提问谢谢 实际上我们今年和大 ...

好的 各位投资者 大家下午好我是中产医药的朱家麒非常欢迎大家来参加中医股份2017年三计座业绩交流的交换会议今天我们也是非常荣幸邀请到中医股份的几位领导分别是总理王燕总 财务总监王岁军总 现代张洛总然后跟大家一起来解读三计座的一些总体的一些情况 那同时今天跟我一起在现场主持的还有千帆高商 林昌 果盛 东信 儿创 太平洋药团队的各位老师那我们也看到今天也是在昨天晚上发布了这个三级股的这个预约应该说在整个不管是整个大的经济环境以及对原料的这个行业的大的压力下 简体中文 从另一个角度也看到环比很大幅的改善所以我们可以看到公司是应该说是在逐步走出一个不管是行业还是公司逼迫的一个状态同时的话天宇在过去几年也是做了很多的一个指挥 那么下面的话我们就首先有请董事王董就三计库的情况跟我们做一些详细的分析那后期的话我们再进入到券商以及组织者的提问环节那王总我就先把时间交给您 好的谢谢小猪今天的各位投资者各位券商老师们大家下午好非常感谢大家对一直以来对天一股份的支持公司呢这几年一直处于这个经营转型的一个过程那经营的业绩呢也发生了比较大的一个波动那今年呢二四年的一到三季度呢整体上就是这个经营情况还是按照年前公司整体预定的目标 第三 ...

董事会秘书李舒环女士下面有请公司领导发言谢谢各位投资者朋友晚上好我是公司的总董事会秘书李舒环感谢大家在百忙之中参加3rip2024年三季报的交流会那首先呢我先简单的给大家介绍一下公司2024年第三季度及2024年前三季度的经营情况 首先介绍一下第三季度的经营情况受益于汽车新能源服务器光模块等细分市场需求的增长及信号链和电源管理芯片新产品的逐步放量2024年第三季度芯片产品销量同比增长约65%环比增长约5%销量为单季度创历史新高 2024年的第三季度公司实现营业收入3.42亿元同比增长69.76%环比增长11.37%实现规模净利润为负的3308.77万元剔除股份支付费用影响后规模净利润为负的3521.22万元 淨利润环比减少主要是库存跌价准备季期增加所致2024年第三季度公司的信号链芯片实现销售收入2.91亿元同比增长73.25%电源管理芯片实现销售收入4984.19万元同比增长51.1% 那按照下游应用领域来看2024年的第三季度营收占比为泛工业领域约为45%到50%通信领域约为25%到30%汽车领域约为15%到20%消费领域约为5%到10%2024年第三季度实现综合毛利率51.6% 同比增加1.58个百分点 ...

Summary of the Earnings Call Company and Industry Overview - The earnings call pertains to ZTE Electronics, discussing their performance for Q3 2023 and the first nine months of the year. [1][2] Key Financial Metrics - Q3 revenue was 881 million yuan, a year-over-year decrease of 5.3% but an increase of 21.02% compared to Q2. [1] - Revenue for the first nine months was 2.414 billion yuan, down 7.8% year-over-year. [1] - Q3 net profit was 149 million yuan, a decline of 34.91% year-over-year but an increase of 32.49% from Q2. [1] - Net profit for the first nine months decreased by 35.9%. [1] - Gross margin for Q3 was 32%, slightly improved from Q2. [1] - Operating expenses ratio for Q3 was 8.64%, showing a slight decrease compared to the first half of the year. [2] Industry Insights - The overall demand in the public control industry has been weak this year, but the company’s revenue has remained stable without significant fluctuations. [2] - The automotive sector shows strong demand, although pricing remains a challenging factor. [2] - Price reductions have been observed across various sectors, with the automotive industry experiencing the most aggressive price cuts. [3] Product and Market Trends - The improvement in gross margin is attributed mainly to product structure optimization rather than significant price reductions. [4] - High-end products, such as large power modules, are expected to contribute positively to gross margins. [4][11] - The company is focusing on expanding its self-operated production lines and increasing product shipments. [5] - There is a positive outlook for Q4, with expectations of stronger demand in the public control sector compared to Q3. [7] Future Outlook - The company anticipates continued growth in demand from overseas clients, particularly in the automotive and public control sectors. [9] - The gross margin is expected to improve through cost control and product structure optimization. [10] - The company is exploring new high-voltage chip products related to the power grid, although no specific updates were provided. [13] Competitive Landscape - The company is monitoring competition in the silicon carbide market and is prepared to adapt its production strategies accordingly. [20] - There is a recognition of the need to innovate and optimize product structures to maintain competitiveness in the market. [18] Additional Considerations - The company is cautious about the impact of potential price reductions on gross margins and profitability but believes the effects will be manageable. [15] - The company is also exploring opportunities in energy storage, although it is expected that automotive demand will remain a more significant revenue driver. [17] This summary encapsulates the key points discussed during the earnings call, highlighting the company's financial performance, industry trends, product strategies, and future outlook.

还有我们的财务总监郑婷女士那下面我们进入到本次交流的第一个环节由我们的财务总监郑婷女士就我们三季度报昨天晚上披露的这个情况和各位投资的朋友做一个解读好的 各位投资的下午好下面由我来做三季报的解读第一 我们19月份的销售时 47亿同比去年增长33%规模的经营率8.62亿同比增长97%扩飞的规模经营率8.31同比增长127%那么从销售和经营率来看我们这个数据非常意识深高 从三级的三级数来看,我们的收入是20.1亿,同比增长21%,出入的经费4.35亿,同比增幅67%,后飞经费4.4亿,同比增长73%,从三级数环境来看,这个收支都增幅51%。 再看一下我们收入跟经营率库飞的经营率的增长幅度那么从收入增长33%但是我们库飞的增长大于经营的增长94%主要的就是我们各利用板块的销售阶段增长第二个就是我们各板块的毛利率以及我们的费用的下降所以也体现了我们公司最深的增长率的提升 从毛人率和精英率来看公司1-9月份的毛人率是31.57%从比去年增幅4.57%精英率18.29%增幅5.96%从1-9月份的精英性的金额来看是13.9亿从比增幅200%每股收益是0.63 同比增幅102%那么再看一下我们的费产19月份9.64个亿同比 ...

Company and Industry Summary Company Overview - The company reported a revenue of **24.45 billion** CNY for the first three quarters, an increase of **29.96%** year-on-year [1] - The revenue for the third quarter was **8.68 billion** CNY, which is an **18.52%** increase compared to the same quarter last year and a **2.48%** increase from the second quarter [1] - Gross margin for the first three quarters was **52.17%**, up **1.63%** year-on-year, while the third quarter gross margin was **51.88%**, an increase of **2.87%** year-on-year but a decrease of **0.32%** from the second quarter [1][2] - R&D expenses totaled **6.49 billion** CNY for the first three quarters, a **17.89%** increase year-on-year, accounting for **26.54%** of revenue [1][2] - Net profit for the first three quarters was **2.85 billion** CNY, a **100.57%** increase year-on-year, with the third quarter net profit at **1.06 billion** CNY, up **102.74%** year-on-year but down **14.50%** from the second quarter [2] Industry Insights - The company operates in the semiconductor industry, focusing on analog chips, with a balanced investment in signal chain and power management products [3] - The product revenue distribution has historically been stable, fluctuating between **37%** for power management and **64%** for signal chain products [3] - The automotive sector's revenue contribution increased to **8%** in the third quarter, up from **5.9%** in the second quarter, indicating a growing focus on automotive electronics [7] Market Trends and Outlook - The company anticipates a normal seasonal decline in revenue for the fourth quarter, particularly in consumer electronics, which typically sees fluctuations [5][19] - The overall economic environment is described as a weak recovery, impacting consumer electronics demand, particularly in mobile phones [5][6] - The automotive electronics sector is expected to grow steadily, with a target of reaching **10%** of total revenue in the next three to five years [7][23] R&D and Product Development - The company plans to maintain a **10%** growth rate in R&D personnel, with R&D expenses expected to grow by **15% to 18%** [14][29] - The introduction of new products is projected to increase, with a target of **700 new products** annually in the coming years [12][29] - The company emphasizes the importance of balancing high-end and mid-range products to maintain a stable gross margin around **50%** [10][18] Inventory and Supply Chain Management - The company is experiencing a gradual increase in inventory levels due to the introduction of new products and an expanding customer base [14][15] - The inventory turnover remains stable, with a healthy management structure in place to control inventory levels [15][16] Competitive Landscape - The company faces competition from international peers but maintains a unique product offering that minimizes overlap with competitors [21] - The semiconductor market is characterized by stable pricing, with no significant disruptions observed in recent quarters [11][34] Conclusion - The company is positioned for steady growth in the semiconductor industry, with a focus on expanding its automotive electronics segment and maintaining a balanced product portfolio. The outlook remains cautious but optimistic, with a commitment to R&D and product innovation driving future performance [38]

晚上好然后欢迎参加赛轮轮胎三季度的交流电话会然后公司也是在今天下午公告了整个三季度的一个经营情况整体前三季度的话整个收入也是实现了同比24%以上的增长然后规模经历润大概是32.4个亿然后单三季度的话整个从销量包括收入的位置来看也是再度创了新高然后整个经历润的话也是在接近11个亿 当然环境有点危险主要也是受到这个原材料包括这个还有一些这个费用上面的一些这个影响吧然后今天的话我们也是有先邀请到这个公司的总编李总好远为大家就整个三季度的一个情况包括前三季度整体的一个经营状况做一个这个交流然后后续的话看各位领导有任何的问题可以再做这个后续的沟通 好的 各位领导晚上好感谢大家对三联的关注也感谢深化化工团队提供这个机会我想先简单把三级报的一些基本的情况给各位领导汇报一下然后再进入交流整个我们1到9月份实验收入是236.3亿同比增长是24.3% 那么其中全钢、半钢和非公路那么三类产品的话这个收入都是同比实现了一个增长那么单看第三季度呢收入是84.7亿那么同比增长是15%黄比这个第二季度呢也是增长了6个多亿吧普通话接近8%因为这个第二季度呢也是当时创了一个历史新高吧那么当时是收入是78.6那么今年第三季度呢 那么比这个还还是 ...

Summary of Shanghai Pharmaceuticals Q3 2024 Earnings Call Company Overview - **Company**: Shanghai Pharmaceuticals - **Industry**: Pharmaceutical Industry Key Points Financial Performance - **Revenue**: For the first three quarters of 2024, Shanghai Pharmaceuticals achieved a revenue of **209.63 billion yuan**, a year-on-year increase of **6.14%** [3] - **Pharmaceutical Manufacturing Revenue**: Sales revenue from pharmaceutical manufacturing was **18.28 billion yuan**, a decline of **12.1%**, but the decline rate narrowed compared to the first half of the year [3] - **Pharmaceutical Distribution Revenue**: Sales revenue from pharmaceutical distribution reached **191.34 billion yuan**, with a year-on-year growth of **8.28%**, significantly higher than market growth [3] - **Net Profit**: The company reported a net profit of **4.05 billion yuan**, an increase of **6.78%** year-on-year [3] - **Cash Flow**: Operating cash flow showed improvement with a net inflow of **2.78 billion yuan**, an increase of **20.87%** [4] Business Segments - **Innovation in Commercial Sector**: The company has over **60 billion yuan** in pharmaceutical scale and **1.8 billion yuan** in vaccine scale, maintaining competitive advantages in innovative business [1] - **Operational Management**: Significant improvements in operational management were noted, with a focus on cost reduction and efficiency enhancement [2] - **R&D Initiatives**: Shanghai Pharmaceuticals has established the Shanghai Frontier Innovation Center to foster an open innovation ecosystem, with **60 new drug pipelines**, including **46 innovative drugs** [4] Market Position - **Global Ranking**: Shanghai Pharmaceuticals ranked **411th** in the Fortune Global 500 and **42nd** in the global pharmaceutical industry [3] - **Local Rankings**: The company ranked **13th** in the Shanghai Top 100 Enterprises and **3rd** in Shanghai's manufacturing sector [3] Strategic Initiatives - **Collaborations**: The company has signed strategic cooperation agreements with various organizations, including Bayer Health and local medical institutions, to enhance innovation and drug development [5] - **Cost Management**: Continuous efforts in cost management and operational efficiency are being implemented, including optimizing production layouts and enhancing procurement strategies [5][6] - **Commercial Model Exploration**: The company is exploring new commercial models, particularly in innovative drugs, to enhance service quality and operational efficiency [5] Challenges and Outlook - **Industry Challenges**: The pharmaceutical industry is facing external pressures, particularly from policy changes and market conditions, which have posed significant challenges [1][8] - **Future Expectations**: The management expressed confidence in overcoming current difficulties and achieving satisfactory results for investors in the coming months [3][8] - **Market Dynamics**: The company anticipates that improvements in fiscal policies and healthcare funding will positively impact the pharmaceutical distribution sector [9][10] Additional Insights - **Focus on Core Competencies**: The company is committed to enhancing its core competencies in both commercial and industrial sectors, with a strong emphasis on innovation and efficiency [32][34] - **Investment and M&A Strategy**: Shanghai Pharmaceuticals is actively pursuing investment and M&A opportunities to bolster its market position and product offerings [30] This summary encapsulates the key insights and developments from the Shanghai Pharmaceuticals Q3 2024 earnings call, highlighting the company's financial performance, strategic initiatives, and outlook amidst industry challenges.

好 各位投资者朋友们大家下午好刚刚应该是我们的3P报的定期情况已经上传完了大家也看到了我们前三季度的一个运行情况那首先先有请公司联席董事长严历总来给大家介绍一下公司的前三季度的一个经济情况 好 各位常会的投资朋友们大家好 我是严力很高兴在这个业绩交流会和各位分享公司的一些情况面对网安产业长期的下好趋势我们也承认了短期市场面临很大的挑战今年网安市场增速的确在爆发下游客户预算紧缩 部分项目有较大的延后无疑对公司的业务增长构成了压力IPC最新发布的全球网络安全指数指南V2版比上半年的V1版下调了将近三个点市场环境的不确定性和变化对公司年初制定的20%以上的收入和利润增长目标构成了极大的挑战 公司也正在继续调整适应相关的市场变化在第三季度公司保持了稳健的发展态势经营质量稳步提升1-9月累计实现经营收23.26亿元销售回款达到23.22亿元成绩增长3.37%营收账款较年初减少了3652万元 本年各季度末,公司应收账款将年初停留所下降,显示出健康的财务状况。 报告期内公司规模进入约为负的2.1亿元主要原因是早期投资的参与公司在后续上市后在今年的股价波动导致公司非经营性损失下降3.35亿特别说明一下我们投资的上市公司本质上 ...

感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 各位参会人员本次会议观点和信息仅限于此次受邀的海庚证券客户中的专业投资者参考所有参与者均负有合规参会义务和保密义务 严禁私自录音 录像严禁传播会议纪要或泄露会议内容严禁发表 诱导他人发表或传播违规言论市场有风险 投资需谨慎投资者应自主独立决策一海之言 一海通达 海通研究小程序金门财经 全时等是研究所指定会议平台 各位投资者大家下午好欢迎各位参加内蒙华电的三级报的业余交流我是海同志圈的公用分析师严实今天由吴杰老师和我一起作为主持人我们邀请了内蒙华电的董地赵总和大家交流一下内蒙华电三级报的一个情况首先我们就先把时间交给赵总请赵总简单介绍一下公司的经营情况之后再由各位投资者和上市公司领导做一个交流 好的 谢谢吴总 谢谢袁老师这样 我简单的说一下内蒙华电三季度的情况吧那么截止到三季度呢我们这个规模净利润呢实现的是24.69个亿 然后扣费以后呢是24.05个亿这个同比呢去实现一个双位数的一个增长吧然后其实在去年的三季度呢我们也是实现了一个比较高位的一个增长那么今 ...