感谢大家参加本次会议会议即将开始请稍后各位投资者大家上午好欢迎参加畅接通2024年度业绩交流会目前所有参会者均处于静音状态下面开始播报免责声明 本次会议仅服务于邀请参会的广大投资者会议PPT音频及文字记录的内容仅供参会者内部使用不得公开发布畅接通未授权任何媒体转发本次会议相关内容未经允许和授权的转载转发均属侵权畅接通将保留追究其法律责任的权利 暢协通不承担因转载转发而产生的任何损失和责任市场有风险投资需谨慎提醒广大投资者谨慎做出投资决策在会议开始前我们提示各位投资者在主讲嘉宾发言结束后将留有提问时间下面有请公司主讲嘉宾发言 谢谢 各位尊敬的投资者大家上午好我是公司董事会秘书稻洁欢迎参加畅银通2024年业绩交流会今天出席会议的公司高管有执行董事兼总裁杨宇春先生主管财务和资本运作的高级副总裁财务总监高洁女士主管整体产品规划的高级副总裁张宏女士以及投资者关系总监张小蕾先生 2024年畅接通坚定贯彻规模化增长效率化发展的经营策略取得了可喜的成效首先公司账面的净利润翻番经调整后的经营性利润大幅转正较上一年改善了九千多万迎来了业绩拐点全面步入盈利加增长的新轨道其次公司云订阅业务收入接近70% AR达到1亿美元完成了云订阅 ...

联合创始人及首席技术官关松先生首席财务官雷俊文先生今天的现象发布会将会分为两部分首先有请管理层为大家回顾2024年业务情况及阐述2025年公司规划随后是问答环节下面有请管理层 首先特别感谢各位投资人和媒体朋友今天我和我的管理层向各位汇报创梦2024年的业务执行情况以及2025年的业务规划和目标创梦目前是一家具备有全球盐运一体能力的游戏公司这几年来我们一直聚焦游戏业务致力推进公司的业务更高质量的发展让公司的经营能够更稳健我们围绕游戏业务 发行自研以及AI技术三个方面向各位阐述我们具体的业务执行情况在发行业务上我们拥有一批长生命周期的产品我们通过不断的迭代在线产品内容确保这些在线产品能够持续的在营收上增长并持续引入更多精品内容确保公司的经营的基本盘稳固发展 另一方面随着自研的持续交付相信会给公司带来新的增长点在24年卡拉比丘PC端已经在全球上线今年移动和主机端也在全球上线同时我们也积极的应用AI技术提升生产效率构建基于AI的交互场景为用户带来更好的游戏体验接下来我详细介绍游戏业务的具体执行情况 精品游戏发行是创梦的一个比较成熟的业务2024年地铁跑酷梦幻花园这些经典游戏持续在贡献营收新上线的机甲战队传奇商店也取得 ...

一新篇章也让这场国民级的双向选择在网络上掀起热潮与都市丽人同行从不是配角而是贡献中国品牌神话的直笔人当纽约摩登古巷里流淌着东方肌理的温润 当伦敦太吾寺和尚敲动着中国制造的智慧当澀谷十字路口对东方的暖誉宫国美学对世界的宣礼嗨 哪吒嗨 都市丽人都市丽人 国民内衣全球内衣的中国大案 主任总裁郑永南先生自新董事兼首席秘书官险春祥先生副总裁首席财务官提出蔡维生先生 在接下来的会议将分为两部分首先会由葛贵华理财人回顾我们的有情况及介绍的未来发展策略第二部分就是论坛环节现在先由秦政总统总结2024年业绩主点好 谢谢我们线上和线下的各位投资人和媒体朋友大家下午好 欢迎各位来到中世纪未来的电子跑步会那我先简单的介绍一下2024年全面财务的一些重要的一些方面第一点的话呢是我们在2024年我们整个的收入是人民币30.1亿那比2023年增长了百分之九个亿电商的基金会资本盘的话也是人民币15.7亿比2023年增长了百分之一百零八 本公司拥有横滨币,应当利润是横滨币等级261,比2023年增长197。 在今年我们刚刚过去的这个峰会中我们决定每一股的泰息将是0.5仙这个从疫情之后恢复泰息的一个关键的一个点那我们这个2024年我们主要做的事 ...

深度回顾2024年度的业绩表现同时对未来进行展望并就公众普遍关注的问题进行交流欢迎大家畅所欲言首先请集团首席执行官兼执行董事博士九先生向各位来宾致欢迎词 尊敬的各位投资者、分析师、媒体朋友们大家下午好非常荣幸在这里与大家相聚共同回顾长久股份过去一年所取得的成绩同时展望未来业务的重点发展方向也衷心地感谢现场和线上的各位在百忙之中抽出宝贵的时间参加我们2024年度的业绩新业务发布会 首先,我向给予我们坚定支持的投资者,并肩作战的合作伙伴,选择并信任我们的客户以及关注和支持我们的媒体朋友们,表达深深的感激,得益于大家的陪伴与信任,长久股份才能够不断力行久远,稳步向前。 2024年1月9日,公司在香港联交所主板成功上市,这是这一历史时刻,不仅提升了长久股份品牌形象和市场地位,更为我们开拓了广阔的发展空间,我们将秉持 客户为先,诚信至上,奋斗为本,开放创新的核心价值观,以技术驱动加生态协同的双引擎,持续深化战略布局,以稳定机盘持续增长,加强平台建设,提升数字化和AI应用,作为重点的工作方向。 坚定推进AI与大数据的融合创新利用香港国际资本市场的优势不断提升核心竞争力长久股份将持续深化数字化能力升级数字信息基础建设及服务 ...

Summary of the Conference Call Company Overview - The conference call is regarding the Q3 performance of Changjie Tong, a company undergoing a cloud transformation with a focus on subscription-based revenue models [1][2]. Key Points Financial Performance - For the first three quarters of the year, the total revenue reached 670 million, representing a year-on-year growth of 24% [3]. - Subscription business revenue has increased to approximately 70% of total revenue, indicating a significant shift towards a subscription model [2][3]. - Gross profit for the first three quarters was 480 million, up 36% year-on-year, with a gross margin of 71% [4]. - The company reported a reduction in losses by 81% compared to the same period last year, with losses narrowing to less than 30 million [4][5]. - The company expects to achieve a profit of approximately 70-80 million more than last year, excluding non-recurring items [5][6]. Operational Efficiency - Operating expenses (OPEX) as a percentage of revenue have been decreasing, with a notable drop from 98% in Q3 2022 to 79% in 2023 [6]. - The company has reduced its workforce by 40 employees, leading to an increase in revenue per employee, which is now 76,000 per month [8]. - The company aims for an annual revenue per employee to exceed 1 million in 2024 [8]. Market Position and Competition - The main competitors include Kingdee and other traditional tax reporting companies, with a focus on small and micro enterprises [12][13]. - The company emphasizes a SaaS model, contrasting with competitors who may engage in aggressive pricing strategies [13][14]. - The management is confident in maintaining a competitive edge through customer success and subscription retention strategies [13][14]. Industry Trends and Government Policies - Recent government measures aimed at stimulating the economy are expected to positively impact small and medium enterprises, which could benefit the company [15][16]. - The company is involved in government projects that provide subsidies to small businesses, enhancing their market opportunities [16][18]. Future Outlook - The company anticipates a strong Q4, traditionally a peak season, and is optimistic about achieving its annual profit targets [5][6]. - The management has set a long-term goal of maintaining a compound annual growth rate (CAGR) of over 20% for total revenue and over 25% for subscription revenue over the next three years [9][22]. - The company is focusing on integrating AI into its products to enhance user experience and operational efficiency [27][28]. Challenges and Risks - The company acknowledges the competitive pricing strategies of rivals and is preparing to counteract these tactics without compromising its pricing integrity [14][15]. - There are concerns regarding the impact of macroeconomic factors and regulatory changes on future growth [39]. Additional Insights - The company has been actively addressing issues related to software piracy and is taking legal action against offenders [41][42]. - The management is exploring opportunities for a potential return to the A-share market, contingent on favorable market conditions [40]. This summary encapsulates the key points discussed during the conference call, highlighting the company's financial performance, operational strategies, market positioning, and future outlook.

出现还没有出来但是我相信也会是一个两维数的增速应该是所以继续都很强劲第二个就来自于我们看医生的供给端那么供给端这里面你会发现是同样的增长是强劲的在过去的两三年医生人数的供给大概增长在每年的10%左右 那主要的意义就是说我们在中国的二级医院特别是社区医生服务区的区壳都要求设置中医科或者是叫中医馆这样来进入供给端这种情况就是那么第三个呢 这次挑战也是政策清洗所以来自于支付端就是而对于支付端我们可以发现从21年的年底国家医保局跟中央管理局联合发布关于医保支持中医药的传承创新的具体措施所以在医保支付端对中医有清洗的政策有专门政策 特别对中医的医师病毒以及这个不参与第二期DAP机会的人这一些那么来自于资务端的在资务端的同时呢也非常缺失的态度就是来自于这种资务端的压力和挑战收支的这种不平衡我们通过的理解就是医保在未来的三年吧我认为都仍然在一个收支的一个平衡当中特别是来自于第一线城市 就可能会有一个1到3的再评论当中就是那么在于一线城市经济发达的一线城市和省级城市 因为我们的监管部门或者是我们的政策制定部门对于政策的测算严谨性 审讯性以及本身在经济上的韧性在制度端的政策的确定性是不错的而郭台铭我们的主要的业务主要在一线城市 ...

Key Points Industry/Company Involved - **Company**: Ultimate Energy Corporation (UEC) - **Industry**: Clean Energy, LNG, Industrial Gas, and Equipment Manufacturing Core Views and Arguments - **UEC's Business Performance**: - **Clean Energy**: Strong performance with continuous revenue and profit margin improvement. - **LNG**: Continued growth in orders and expected to contribute significantly to revenue. - **Industrial Gas**: Steady development with new projects and expansion plans. - **Equipment Manufacturing**: Steady growth with new orders and projects. - **Market Outlook**: - **Overall**: Positive outlook with industry trends indicating upward momentum. - **Clean Energy**: Expected to see continued growth due to increasing demand for sustainable energy solutions. - **LNG**: Expected to see sustained growth due to increasing demand for natural gas as a transition fuel. - **Industrial Gas**: Expected to see steady growth due to increasing demand for industrial gases in various industries. Other Important Points - **Order Book**: - **Clean Energy**: Expected to reach 150 billion RMB by the end of the year. - **LNG**: Expected to reach 100 billion RMB in new orders. - **Revenue Growth**: - **Overall**: Expected to achieve double-digit revenue growth. - **Clean Energy**: Expected to contribute around 40 billion RMB in revenue. - **LNG**: Expected to contribute around 40 billion RMB in revenue. - **Profitability**: - **Overall**: Expected to achieve high single-digit profit growth. - **Clean Energy**: Expected to see improvement in profit margins due to increased efficiency and new projects. - **LNG**: Expected to see improvement in profit margins due to increased demand and efficient operations. - **Investment Plans**: - **Clean Energy**: Expansion plans for new projects and capacity increases. - **LNG**: Expansion plans for new projects and capacity increases. - **Market Risks**: - **Macroeconomic Factors**: Potential impact from global economic conditions and geopolitical events. - **Competition**: Intense competition in the clean energy and LNG markets. References - [doc id='1'] - [doc id='2'] - [doc id='3'] - [doc id='4'] - [doc id='5'] - [doc id='6'] - [doc id='7'] - [doc id='8'] - [doc id='9']

Summary of Conference Call Company and Industry Overview - The conference call primarily discusses the performance and strategic plans of a power generation company, focusing on its renewable energy segment, including wind and solar power, as well as traditional coal-fired power generation. Key Points and Arguments Power Generation Performance - From January to September, the company's total electricity generation increased by 7.8% year-on-year, with wind power generation up by 12.1% and coal power generation up by 4% [1][2]. - The company aims to install 40 GW of new renewable energy capacity during the 14th Five-Year Plan, with a target of 10 GW for this year and an expected increase to 16.5 GW next year [2][3]. Capital Expenditure and Financial Strategy - The total capital expenditure (CAPEX) for the year is projected at approximately 599 billion yuan, with over 70% allocated to support renewable energy development [1][2]. - The company is actively optimizing its capital structure and exploring various financing channels, including green loans and bond issuance, to support its growth [3][4]. - The company has a cash reserve of nearly 10 billion yuan, indicating a strong liquidity position [1][4]. Electricity Pricing Trends - The average electricity price in the third quarter remained stable, with some regions experiencing significant increases due to seasonal demand [5][6]. - Current trends indicate that electricity prices may decline in October due to lower temperatures and increased renewable energy generation [5][6]. - The company anticipates that electricity prices will stabilize as the market adjusts to seasonal changes and supply-demand dynamics [6][7]. Future Outlook and Strategic Initiatives - The company is preparing for its 2025 business plan, focusing on increasing renewable energy capacity and maintaining a healthy capital structure [2][3]. - There is an ongoing discussion about the potential for an IPO of its renewable energy subsidiary, which is seen as a strategic move to enhance shareholder value [4][18]. - The company emphasizes the importance of balancing business growth with shareholder returns, maintaining a minimum dividend payout ratio of 40% [4][10]. Regulatory and Market Environment - The company is closely monitoring regulatory developments and market conditions, particularly regarding the renewable energy sector and electricity pricing policies [4][18]. - There is a recognition of the need for a transition towards more market-driven electricity pricing, especially for renewable energy sources [9][10]. Additional Considerations - The company is exploring acquisition opportunities in the renewable energy sector, focusing on friendly targets that meet internal criteria [7][8]. - The impact of coal prices on electricity pricing and profitability remains a critical area of focus, with expectations of continued fluctuations based on market conditions [12][13][14]. Conclusion - The company is positioned for growth in the renewable energy sector while maintaining a focus on financial health and shareholder returns. The strategic initiatives discussed during the call reflect a proactive approach to navigating the evolving energy market landscape.

Key Points Industry/Company - The content of the document is related to the financial performance of a company named "Jiunaojiu" during the second, third, and fourth quarters of the year [1]. Core Views and Arguments - The document mentions that all financial statements are currently in a "silent state," indicating that there may be some issues or uncertainties surrounding the company's financials [1]. Other Important Content - The document indicates that after the statement report is completed, a person named "An哥" will directly start speaking, suggesting that there may be additional insights or discussions following the financial report [1].

Summary of Conference Call Company or Industry Involved - The conference call is associated with Guangfa Securities, a financial services company Core Points and Arguments - The content of the conference call is intended solely for the reference of Guangfa Securities clients and does not constitute investment advice under any circumstances [1] - Guangfa Securities disclaims any responsibility for losses incurred from the use of the conference call content unless explicitly stated by laws and regulations [1] - Participants are advised not to rely solely on the conference call content for decision-making and should exercise independent judgment [1] Other Important but Possibly Overlooked Content - The conference call emphasizes the importance of independent analysis and decision-making in investment activities [1]