那么下一步通过可以把我们这些核心产品能够植入进去更好的说白了就是说能够把我的硬件的更好的变现我觉得通过这三个层次我觉得应该会有一个比较理想的结果谢谢好的这个就是你刚刚也提到了我们就是一些这个核心的设备的是自研的那比如说是 激光雷达这块的话这个业务今年可能也有点波动这块业务能否帮我们展望一下然后同时激光雷达这个产品后续可能在车路云项目里面占比能有多少就我理解的话可能万级的高毛利的自然产品可能后续是贡献 在大体量的这种项目里面贡献利润的一个核心的点吗实际上杨总因为激光雷达的业绩没披露我就没法展开讲太细好吧我觉得这个可以在CG报出来之后我们可以去探讨因为这里边涉及到确实比较细的一些东西反正只能这么讲反正激光雷达产品确实是尤其绿色激光雷达是我们非常重要的一个核心的产品因为它对于这种尤其是 核心路口的颗粒度对吧包括这种精细度尤其因为你涉及到与车路协同的时候你数据的精细度尤其是你这块还是有非常大的要求的这块也是确实属于万级都有一个专长这块我觉得我们有信心有希望就是作为未来整体解决方案里边是作为一个非常重要的一个据点组合至于说您说未来的发展我们先讲因为我们有自己的考量反正目前看确实今年出货量 目前看应该算是一个什么继续持平 ...

Summary of the Conference Call Company Overview - The conference call is regarding Shenzhou Taiyue's Q3 performance for 2024, highlighting financial results and future strategies. Key Financial Highlights - Total revenue for the first three quarters reached 4.514 billion CNY, a year-on-year increase of 11.42% [1] - Scale profit for the same period was 1.094 billion CNY, up 94.33% year-on-year [1] - Q3 scale profit was 463 million CNY, reflecting a 191.43% increase year-on-year and a 37.42% quarter-on-quarter growth [1] - Marketing expenses decreased by approximately 18% quarter-on-quarter, contributing to profit growth [2] Gaming Business Insights - The gaming revenue remains stable across different tiers, supported by demand and performance of existing titles [1] - The company plans to release two new SLG games in Q4, focusing on sci-fi and civilization themes, with one already approved for domestic release [3] - The existing games, "Xuri" and "Zhanhuo," have shown stable revenue performance, with "Zhanhuo" maintaining a revenue range of 12 to 13 million USD [5][6] Management and Operational Strategies - Management expenses increased due to legal settlements, but this is not expected to be a recurring issue [9][10] - The company emphasizes long-term product lifecycle management, with a focus on maintaining stable revenue from mature products [5][11] - The team sizes for "Xuri" and "Zhanhuo" are approximately 50 and 40 members, respectively, indicating a strong commitment to ongoing updates and support for these titles [22] Market and Competitive Landscape - The SLG market is described as vibrant, with new products capable of significantly expanding market space [14][15] - The company is cautious about competition, noting that successful new products often come from established teams with extensive experience in the SLG genre [15][16] - The company is exploring new gameplay mechanics and themes to differentiate its offerings and attract a broader audience [29][30] Future Outlook - The company is optimistic about Q4 performance, expecting strong contributions from seasonal business and stable gaming revenue [18] - There is a strategic focus on balancing marketing investments with expected returns, particularly for new game launches [20] - The company is also exploring AI and cloud services as part of its growth strategy, leveraging existing customer relationships [34][35] Additional Considerations - The company is open to exploring mergers and acquisitions but emphasizes organic growth through product development and market expansion [32][33] - There is ongoing development of non-SLG games, indicating a diversification strategy to capture different segments of the gaming market [37]

整体的这样行业的这么一个平均水平的实现了逆势的一个增长但是我们确实也看到了就是说因为宇和文化的这些年我们其实出于这种风控的考虑我们确实也放弃了很多一些地产的大客户的生意包括相应的这样的一些合同订单所以我们看到整个地产的大B端的这个收入的话呢那么也从当年的这个高点140多亿的收入那么今天的话前三季度我们已经降到了十个亿出头的这个规模了那么所以说这一块的话呢应该说 那么去年前三季度我们来对地产大逼端的生意的话这个收入大概在接近30亿左右的这个规模那么现在来看的话呢整个地产大逼的话呢那么确实前三季度的这种快速下降那么确实对我们的直销端的收入还是造成一个比较大的一个压力的那么同时的话呢去年开始 与红出别对于整个应收账团的管控的一些考虑我们希望提高我们的营运资金的这种周转的速度效率所以说其实我们也逐渐的摒弃了一些资金占用时间比较长的施工的一些业务尤其是我们要求北上广深以外的这种省级的一级化公司 那么再去承接新的项目的话只能发展合伙人去落地更多的是做材料销售而不是去做施工做包容包料那么所以我们看到在这种去施工化的这样一个业务结构转型的过程中的话确实我们的施工收入也是在快速下降的那么前三季度我们整个的施工收入也是从去年前三 ...

个人观点的一个解读首先来看的话宇通昨天发布了宇通的三级报的业绩其实我们觉得整个业绩还是很超预期的其实之前跟市场沟通的时候大家把宇通三级报的业绩中输入的预期可能放到了6.5到7个亿因为明显来看的话比如说我们看出口销量出口信任的销量三级报是同比下降的 所以大家对于宇通三级报的业绩的同比的增速其实是还是有些担心的但是我们一直强调的一个点就是对于宇通来说今年的销量结构的改变就是销量出口销量的地区结构的改变其实更关键这种改变往往能够带来很大的利润弹性单纯看销量层面的数据很可能不能反映宇通客观的盈利情况最后的事实也如我们所料宇通的毛利率 包括经济率都是一个显著提升的一个状态总的来说应该是超预期的第二个的话宇通在昨天也是公布了他是临时做了一个中期分红那么是总共分了11个亿对于这个分红我觉得大家可以客观理性解读宇通因为每年都有大分红的习惯去年是每股分了1块5 前年是每股分了一块钱昨天的宇通的中期分后每股分了五毛钱其实是有几个点能够说明第一点宇通确实有钱是能分的他本身账上现金比较充裕然后现金流也不错第二点宇通他是 呃具备着很强的分红意愿的啊我觉得我的立案来看呢这个分红其实呃也是有一定的这个也是响应见外的要求吧啊对于股市的这个呵 ...

好的 感谢魏秘书各位投资者大家早上好欢迎大家介入我们今天早上这个职务新闻三级三级道业绩交流节目会议我是林森先生我们今天是很荣幸的邀请到了公司的IM周来一起和我们做一些分享公司上周末其实也发了三级报完毕来看整个业绩应该说改善的速度是特别大的那么首先还是先请吴总这边给我们 解读一下整个三级报的业余这一块特别是环币能够有这么大的一个改善包括三期经营的一个展望好的袁总各位投资者大家上午好首先我代表雄心者对各位投资者长期以来对公司的关心支持和信任表示诚挚的感谢公司三级报已经于10月24号就在披露下年我就三级报的一个情况向各位投资者做点亮的一个汇报主要是分为三个部分 公司资产质量整体还是处于逐步提升负债规模也是大幅的缩减截至2024年9月底公司总资产有267亿到2023年年底减少了12个亿 降幅4%左右负债有76个亿 到2023年年底减少了8个亿 降幅10% 资产负交易的话能够达到百分之二十八点六七这个也是创下历史的一个新低吧就二零二三年年底呢是下降了一点七一个百分点这个是资产的一个情况那对于盈利方面呢公司的一个盈利能力也是逐步的得到增强三季度就第三季度来看的话盈利能力是创了年内的一个新高在第三季度公司的一个零收的话有四 ...

毛利率是跟一二季度相比还是能够保持稳定前三季度辣椒红的毛利率大约就是12%左右比正常年份低3%到4%大概这样一个水平那目前新一季的这个辣椒呢已经开始采购今年的采购成本基本上这是在近几年的一个低点上预计新一季的这个辣椒红的售价也会重新调整调整之后辣椒红的售价会也是在近几年的一个低点上预计下一季度 下一个年度的辣椒红的这个销量包括利润率都会有有一定的改善那第二个呢是辣椒精辣椒精前三季度第三季度的销量是379吨同比下降了6.65%前三季度的销量是1229吨同比增长了55.4%上半年 辣椒精的销量增长比较快三季度销量同比是有点下降它其实主要是基数的影响因为去年我们还是有一部分印度产品的销售因此在一二季度主要是采购和加工工作然后从三四季度开始才开始正常的或者是大量的向市场上突破那我们现在改在用云南的辣椒生产 为主之后呢它会逐渐的开始符合国内春种秋收的这个规律因此现在从每年的这个采购工作会改到三四季度然后销售呢也会从四季度开始然后一直到一二季度为主今年云南的产品它的这个成本售价相对来说还是会比印度的这个成本售价是偏低的今年公司主要是靠这种一辆 补价的这种形式收入是同比增长了16%整体的毛利额呢是跟去年同期这前三季度是差不 ...

Company and Industry Summary Company Overview - The company recently released its Q3 financial report, showing strong performance in revenue and profit despite the macroeconomic environment [3][4] - The company aims to become a leading intelligent digital transformation expert, focusing on AI and the metaverse as core directions [5][6] Financial Performance - For the first three quarters, the company achieved revenue of 1.21 billion, a year-on-year increase of 10.72% [3] - The scale profit for the same period was 195 million, showing a slight decline due to changes in the value of a stake in a listed aerospace software company [3] - Q3 revenue was 429 million, up 19.2% year-on-year, with scale profit of 77.18 million, a 37.6% increase compared to the same period last year [3][4] AI Product Development - The company has established a "Rich AI Super Factory" to cover the entire AI ecosystem, including computing power systems, management tools, and industry application solutions [3][6] - A new AI product called "Tuke Le" was launched, which has received positive feedback and is designed for both B2B and B2C applications [3][7][12] Market Position and Strategy - The company ranks in the top 9.28% of the industry in terms of scale economy, with a scale profit ranking in the top 8.9% [4] - The company has a strong partnership with telecom operators, leveraging its 20 years of experience in the industry to secure significant orders [9][10] - The company maintains a low debt ratio and has ample financial resources, positioning it well for future growth [9][10] AI Applications and Innovations - The company is developing various AI applications, including AI email and AI music products, which are expected to enhance user engagement and drive revenue [11][13] - The AI email product has been well-received, particularly among large enterprises, and is integrated with various office collaboration tools [12][13] - The AI music product, "Tuke Le," allows users to create personalized songs easily, tapping into a growing market for AI-generated content [15][23] Future Outlook - The company plans to expand its AI product offerings and enhance its market presence, particularly in the telecom sector [28][30] - There is a focus on commercializing AI applications in Q4, with expectations for significant user engagement and revenue growth in 2024 [38] - The company is exploring partnerships with major tech firms like NVIDIA and Huawei to enhance its AI capabilities and product offerings [30][31] Key Challenges and Opportunities - The company faces challenges related to the overall economic environment affecting telecom operators, but it is well-positioned to capitalize on the growing demand for AI solutions [32][34] - The strategic focus on AI and digital transformation aligns with industry trends, providing a solid foundation for future growth [35][36]

Summary of Conference Call Notes Company and Industry Overview - The conference call discusses a company in the chemical and materials industry, focusing on its financial performance, product offerings, and strategic initiatives. Key Financial Highlights - For Q3, the company reported revenue of 14.47 billion, a year-over-year increase of 28.62% and a quarter-over-quarter increase of 29.67% [1] - Year-to-date revenue for the first nine months reached 37.69 billion, reflecting a growth of 12.05% [1] - The net profit for Q3 was 31.41 million, showing a decline of 3.64% year-over-year and a slight decrease of 0.3% quarter-over-quarter [1] - The company’s capital expenditures have been significant, impacting profit margins due to increased operational costs [1] Product Pricing and Margins - The average price for major products is around 9,000 to 11,000, with a gross margin of approximately 11% [2] - The company anticipates a revenue growth of 15% to 20% for the full year, with a gross margin expected to remain around 11% [2] Production Capacity and Expansion - Current production capacity for modified plastics is 500,000 tons, with ongoing expansions in Chongqing and Qingdao [2] - The company has expanded its TPU production capacity to 90,000 tons, with new facilities coming online [2] - The company is implementing a gradual ramp-up in production, with expectations of a 15% to 20% increase in output for the next year [3][14] Strategic Initiatives - The company is focusing on enhancing profit margins through cost reduction strategies and product innovation [3] - A partnership with Haier for recycling initiatives is underway, with plans for seven factories to be established, enhancing the company’s footprint in the recycling sector [9][22] - The company is also exploring international expansion, particularly in North America and Vietnam [11] Product Development and Market Trends - The company is developing new products, including advanced materials for the automotive and consumer goods sectors, with a focus on lightweight and eco-friendly solutions [5][19] - The market for DVI products in the tire industry is highlighted, with significant potential for replacing traditional synthetic rubber [24] - The company is also addressing the demand for high-performance materials in various applications, including electronics and packaging [20][21] Challenges and Market Conditions - The company faces challenges related to raw material price volatility, which significantly impacts production costs [27] - Competitive pressures in the market are increasing, leading to price wars and necessitating innovation to maintain margins [29] Conclusion - The company is positioned for growth with a strong focus on product innovation, strategic partnerships, and expanding production capabilities. However, it must navigate challenges related to market competition and raw material costs to sustain profitability and growth in the coming years.

好的各位投资者大家早上好我是中泰一号的朱佳琪非常欢迎大家在周一早上的这个时间来参加成都天岛2024年三级报业绩交流的电话会议今天在线上的还有我们团队的邵玉一同主持的还有中京明升海通国盛采通国信国金东北的 其他创商的医药的老师那今天的话我们也是非常荣幸的邀请到了成都仙道公司的董事长李静博士、财务总监刘总、董秘耿总以及IR朱总来跟我们一起对《曾记报》做一个交流解读 那么千岛也一直是我们中泰医药重点覆盖和推荐的标的那我们也看到了公司在这个今年的这个前三季度虽然整体的这个大的宏观环境包括医药的环境其实都面临一定的压力但是公司还是取得了这个20%以上的这个营收的增长那么规模和这个扣费利润其实都实现了非常亮眼的这个 呃改善的这个呃这个业绩那尤其是扣费的话是实现了这个大幅的一个增长啊那同时我们也看到呃公司是持续加大在Dell领域的一个深度合作那么也是不断开拓Dell和AI的这个呃这个应用那后续的话我们也是呃持续看好公司在今年包括未来的一个持续的恢复和发展 接下来的话我们就先有请公司的领导对我们进行2024年前三季度整体的经营的数据包括四季度和明年的一个更加详细的展望后续的话我们再进入到创商老师以及投资者的一个提问交流的一个 ...

最主要的话来自于我们最大的量还是来自于我们的压力散氧器压力散氧器的话在我们整个汽车的一个应用来讲的话我们那个前三期大概有2.922亿9258万元都来自于这个来自于压力散氧器那么当然我们整体的就是在我们整个汽车里面的压力散氧器在汽车里面应用的话占了85%左右 那么热米电图和温散器其实来讲我们增长也算是从上半年来地上一来一看的话我们增长也是非常快的那么今年的话实际营收的话大概是在4341万元左右这样子它同比增长其实到了63%左右这么一个增长速度所以说它热米电图和温散器的话其实在我们整体的增速还是非常快的 那么在我们整个汽车因素里面大概是12.61%就是从产品品类在汽车里面的话主要还是这么一种情况那么在家电里面的话因为我们以前一直以任务建筑文字厂汽油为主要的这种在家电里面应用产品那么前三周来看的话我们目前的这种营业收入的话大概是在增长是有24%左右然后其实任务建筑文字厂其实在我们家电里面的整体的这种产品品类来看的话 上来是我们94.81%那么实现加电的话大概是2.23亿人民币这样子那么其他的是压一段期大概有个占比有个接近5个点左右那么主要还是来自于一些商用空调类似这些领域里面那么占了大概是在大概有一千多万人民币的收 ...