请稍后 大家好欢迎参加国一盛世三百家云端见识耀明俱诺交流会目前所有参会者正确进行状态现在开始播报你的声明声明播完后主持人可直接开始发言本次会议请面向国盛证券的专业投资机构客户或受邀客户会议中嘉宾的发言内容仅代表其个人观点国盛证券研究人员的发言内容仅代表当日的判断具体请参见完整版的研究报告未经国盛证券 郭文贵先生 大家好 然后向大家展望中 花时间 国生医药的一个国生医药策略会我们今天的公司是药明经过然后下面下面是把时间交给我们那个专门制作的阿姨生总然后来为大家做一个整体的一个介绍欢迎朋友谢谢心理那个我现在说话听得清吗哦没问题没问题哎ok ok 各位投资者大家下午好,首先非常感谢国生医药的邀请,然后有这个机会可以和大家分享一下公司的那个近况。因为大家想必其实对我们公司也比较熟了,然后我很快地分三个领域介绍一下公司的一些update,然后把提问的时间留给大家,有什么问题可以随时问我。 第一块就是想跟各位讲一下我们的研发进展。我们公司的管线如果按照失音症来看,其实可以分为三大类。一类是血液肿瘤,一类是实体肿瘤,一类是最近比较火热的自身免疫性疾病。 先说自身免疫性疾病,我们刚刚在上个月在欧洲风湿学大会上发布了一组数据, ...

Hello, everyone. Thanks for your participation in today's session. My name is Fei-Fan Zhuang from Wind Information. I'm so glad to be here today and introduce Wind Financial Terminal to you. And today, we are keep going to introduce the bond investment from various angles with our terminal to you. Okay, so before we dig into the terminal, I would like to introduce our company briefly. WIND was founded in year 1998, and after over 25 years of dedication, we have become the leader of financial information pro ...

Lowe's Companies, Inc. (NYSE:LOW) Oppenheimer's 24th Annual Consumer Growth and E-Commerce Conference June 26, 2024 9:00 AM ET Company Participants Brandon Sink - Chief Financial Officer Kate Pearlman - Investor Relations Marvin Ellison - Chief Executive Officer Conference Call Participants Brian Nagel - Oppenheimer Brian Nagel Well, good morning. Thank you all for joining us today. So my name is Brian Nagel, I work at Oppenheimer as our consumer growth and e-commerce analyst. So this meeting with Lowe's ve ...

Palisade Bio (PALI) Conference June 26, 2024 08:00 AM ET Speaker0 Okay. We're ready to get started. Welcome, everyone, and thank you for joining us for today's virtual investor closing bell. My name is Janine Thomas. I am CEO of JTCIR, and I will be the moderator for this event. So the closing bell series starts at market close and allows for companies to share an overview of their story and connect with investors. For this session, I am very pleased to be joined by JD Finley, chief executive officer, and d ...

Union Pacific Corporation (NYSE:UNP) NYSE/Bank of America London Investor Conference June 25, 2024 9:00 AM ET Company Participants Jim Vena - Chief Executive Officer Jennifer Hamaan - Chief Financial Officer Conference Call Participants Ken Hoexter - BofA Ken Hoexter To the next session in the New York Stock Exchange and BofA Conference here in London. Thank you for taking the time to join us. I'm Ken Hoexter, BofA's air freight and surface transportation and shipping analyst. With us from Union Pacific, we ...

Walmart Inc. (NYSE:WMT) Bank of America London Investor Conference June 25, 2024 6:00 AM ET Company Participants John David Rainey - EVP & CFO Conference Call Participants Robert Ohmes - Bank of America Robert Ohmes I'm Robby Ohmes of BofA Global Research. We are just really pleased to have Walmart here with us today, including John David Rainey, the CFO of Walmart; as well as Steph Wissink, from Investor Relations; and also Kary Brunner from Investor Relations. Walmart, as I think everybody here knows, has ...

Weekly Performance Observation for Hedge Fund （GTJA Futures 06/14/2024） ...

信|责任|亲和|专业|创新 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------|-----------------|---------------------------------------------------------|---------------|------------------|----------------------------------------------|---------------|---------------|-------|--------------|-------------|-------|-------|-------|-------|--------------------------------------------|----------- ...

Weekly Performance Observation for Hedge Fund （GTJA Futures 06/14/2024） ...

Summary of The Coca-Cola Company Conference Call Company Overview - **Company**: The Coca-Cola Company (NYSE: KO) - **Date**: June 20, 2024 - **Participants**: James Quincey (Chairman and CEO), Damian Gammell (CEO, Europacific Partners plc), Charlie Higgs (Redburn) Key Points Industry and Market Dynamics - The Coca-Cola Company has achieved **8% organic sales growth** over the past five years, with **2% from volume growth** [3][5] - The company operates in over **200 countries** with a network of **200 bottlers** [3] - The beverage industry is seen as having a **vast runway for growth**, particularly in developing economies where Coca-Cola has a **single-digit share** of commercial beverages [10][11] Consumer Insights - The current state of the consumer is mixed; while there is robust global consumer spending, lower-income segments in the US are facing inflationary pressures [5][6] - Segmentation tools have evolved, allowing for more targeted marketing and product design based on consumer needs [6][8] - The company is focusing on **consumer need states** such as refreshment and connection, which are essential for driving brand growth [7][8] Strategic Focus Areas - Coca-Cola is prioritizing **selective product categories** like coffee and Fairlife, emphasizing the need to establish a strong market presence before expanding [10][11] - The company aims to scale brands globally while ensuring that local market conditions and supply chains are conducive to success [12][13] - Investment decisions are driven by a robust process that evaluates opportunities across various categories and geographies [14][15] Marketing and Innovation - A significant transformation in marketing has occurred, with **two-thirds of marketing spend** now allocated to digital platforms [24] - The company is focused on maintaining a **slimmer portfolio** while fostering innovation, emphasizing the need for discipline in curating brands and SKUs [16][18] - The importance of data analytics and AI in optimizing revenue growth management strategies has been highlighted, with a focus on predictive ordering and inventory management [20][21] Bottling System and Partnerships - The relationship with bottlers has evolved to focus on mutual growth and profitability, with an emphasis on long-term partnerships [23][29] - Coca-Cola aims to become the **world's smallest bottler**, having reduced its ownership from nearly **40% to about 3%** of the global bottling system [29] Talent Development and Company Culture - The company places a strong emphasis on talent development, with a focus on creating a leadership pipeline for future growth [30][31] - A **growth mindset** is being cultivated within the organization, encouraging curiosity and proactivity among employees [34] Future Opportunities - The beverage industry is described as **yet to be created**, with significant opportunities for growth in commercial beverages, particularly in developing markets [36][37] - The company is committed to continuous improvement and innovation to drive future growth and maintain competitive advantage [36][37] Additional Insights - The bottling system has become more diverse, contributing to resilience and consistent top-line growth despite market volatility [40][41] - Digital transformation is a key focus, with ongoing efforts to integrate data insights across the organization to enhance decision-making and operational efficiency [50][51]