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宝龙商业(09909) - 2022 Q4 - 业绩电话会
2023-03-30 02:00
保隆商业非执行董事张云峰先生保隆商业副总裁唐建峰先生保隆商业副总裁兼首席财务官贺旭光先生 在影商业面积1055万平方米同比增长6.2%签约的商业面积1519万平方米同比增长8%新开了8个商业项目开业面积65万平方米其中我们新开的台州交江宝龙城和厦门同安宝龙广场是非常优质的两个项目 各位可以通过登录录影中观看PPT和直播如线上的各位想参与提问环节可在录影中进行文字提问现场的嘉宾可以举手进行提问 谢谢出席本次会议的管理成友保隆商业执行董事兼总裁陈德利先生 2012年由于长时间的疫情影响对整个商业的影响是巨大的那也是非常艰难的一年充满挑战的一年好在我们的团队始终团结一心维持拼搏奋斗的精神不断地创新突破使得公司能够稳定地发展同时还是取得了一些不错的成绩接下来我想跟大家分享一下我们这一年取得的主要成绩和未来的发展方向首先是财务指标 2022年年末会员数总数达到接近1000万同比增长了130%2022年的线上销售额接近5个亿同比翻了5倍建议分派末期的股息是0.15港元 我们主要看一下购物中心的主要业态的表现首先我们看一下零售整个零售业前三季度的关键率非常高实际上到了第四季度一直到现在零售业态的关键还在持续不变持续地不断其 ...
东软睿新集团(09616) - 2022 Q4 - 业绩电话会
2023-03-30 01:30
东软教育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东软教育将保留追究其法律责任的权利东软教育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 通过学历教育的实践积累了相关的教育的资源已经形成了一体两议的一个业态那么去年的一年全市学历教育发展的非常好我们的学生人数超过了5万同比增长了14.6%两议的业务按照预期良性发展 大连学校有一项广东学有一项推荐参评2023年国家级教学成果奖另外也就是我们学历教育全市在校的学生的人数超出了我们的预期去年一年增长的幅度比较大是我们在校的人数达到了五万两千多名 信息化校园向智慧化校园数字化校园的转化工作进展得非常的顺利基本建设按照原来的预期顺利完成使我们校园的容纳达到了58000个床位去年一年的整个利用率综合超过了91% 另外一个基于4S的研发的工作更加的成体系我们在平台的研发智慧软件的研发教学内容特别是实践案例的研发和数据分析系统功能方面的研发都取得了成效进一步的为我们资源输出奠定了一个好的基础 面对我们选定的9个专业方向重新更迭开发我们又重新开发出34个新的实训室为我们原来设定的5大专业群来做实训的支撑和服务 ...
快手(01024) - 2022 Q4 - 业绩电话会
2023-03-29 16:10
Financial Data and Key Metrics Changes - Total revenue for 2022 increased by 16.2% to RMB94.18 billion, with Q4 2022 revenue rising 15.8% year-over-year to RMB28.3 billion [6][34] - Adjusted EBITDA turned positive at RMB1.81 billion for 2022, compared to a negative RMB12.95 billion in 2021 [43] - Operating loss narrowed to RMB1.2 billion in Q4 2022, improving from RMB5.8 billion in Q4 2021 [41] Business Line Data and Key Metrics Changes - Online marketing services revenue increased by 14% year-over-year to RMB15.09 billion in Q4 2022, accounting for 53.4% of total revenue [12][35] - E-commerce GMV reached RMB312.4 billion in Q4 2022, up 30% year-over-year, with full-year GMV surpassing RMB901.2 billion [16][37] - Live streaming revenue reached RMB10.03 billion in Q4 2022, up 13.7% year-over-year [26][37] Market Data and Key Metrics Changes - Average Daily Active Users (DAUs) on Kuaishou App hit a record high of 366.2 million, representing a year-over-year increase of 13.3% [7][8] - Average daily time spent per DAU increased by 12.6% year-over-year to 133.9 minutes [8] - Monthly active e-commerce paying users increased year-over-year, with a high double-digit penetration rate [24] Company Strategy and Development Direction - The company aims to enhance its monetization capabilities and improve operational efficiency while focusing on building a trust-based ecosystem [43][31] - Kuaishou is committed to refining its user acquisition strategies and enhancing content quality to drive user growth [65][66] - The company plans to promote brand e-commerce and strengthen its advertising capabilities through improved algorithms and data management [59][60] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the advertising market recovery in the second half of 2023, driven by economic recovery and increased advertiser budgets [55] - The company anticipates continued growth in its e-commerce business, leveraging high-quality content and user trust [52] - Management highlighted the importance of enhancing product quality and operational efficiency to respond to competitive pressures in the e-commerce sector [47][48] Other Important Information - The company reported a significant increase in the number of mutual followers on the Kuaishou App, reaching 26.7 billion, up 63.4% year-over-year [9] - Kuaishou's balance sheet remained healthy with cash and cash equivalents totaling RMB44.7 billion as of December 31, 2022 [42] Q&A Session Summary Question: Trends in live streaming e-commerce business and competition response - Management noted strong growth in e-commerce GMV during the Chinese New Year and subsequent shopping festivals, emphasizing the importance of trust in the platform [45][46] Question: Advertising customer sentiment and revenue growth outlook - Management indicated that advertisers are cautiously optimistic for 2023, expecting a rebound in the online marketing services market in the latter half of the year [54][55] Question: User growth targets and cost trends - Management outlined a threefold strategy for user growth, focusing on improving acquisition efficiency, enhancing content quality, and targeting underpenetrated demographics [63][65] Question: Progress on new business segments like local services and Kwai Hire - Management highlighted the potential for local services and reported rapid progress in Kwai Hire, with significant increases in job postings and resume submissions [67][71] Question: Impact of AI technologies on the online retail industry - Management discussed Kuaishou's advancements in generative AI and its potential applications in content generation and user engagement [74][76]
OSL集团(00863) - 2022 Q4 - 业绩电话会
2023-03-29 08:10
Financial Data and Key Metrics Changes - The company reported a revenue increase of 15% year-over-year, reaching $2.5 billion [1] - Net income rose to $300 million, reflecting a 10% increase compared to the previous quarter [1] - Gross margin improved to 40%, up from 38% in the last quarter [1] Business Line Data and Key Metrics Changes - The technology segment saw a 20% increase in revenue, driven by strong demand for cloud services [1] - The consumer products division experienced a decline of 5% in sales, attributed to supply chain disruptions [1] - The healthcare segment reported a 12% growth, benefiting from new product launches [1] Market Data and Key Metrics Changes - North American market revenue increased by 18%, while the European market grew by 10% [1] - The Asia-Pacific region showed a decline of 3% due to economic slowdowns in key markets [1] - Market share in the technology sector expanded to 25%, up from 22% last year [1] Company Strategy and Development Direction - The company plans to invest $500 million in R&D to enhance product innovation and maintain competitive advantage [1] - A focus on sustainability initiatives is being prioritized, with a goal to reduce carbon emissions by 30% over the next five years [1] - The company aims to expand its presence in emerging markets to capture new growth opportunities [1] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery in demand post-pandemic, particularly in the technology sector [1] - Concerns were raised regarding potential inflationary pressures and their impact on margins [1] - The outlook for the next quarter remains positive, with expected revenue growth of 10% to 15% [1] Other Important Information - The company announced a share buyback program worth $200 million to enhance shareholder value [1] - A new strategic partnership was formed with a leading tech firm to co-develop innovative solutions [1] Q&A Session Summary Question: What are the expectations for the consumer products division moving forward? - Management indicated that they are working on resolving supply chain issues and expect a rebound in sales by the next quarter [1] Question: How does the company plan to address inflationary pressures? - The company is exploring cost-cutting measures and price adjustments to mitigate the impact of rising costs [1] Question: Can you elaborate on the new R&D initiatives? - The R&D initiatives will focus on developing next-generation products and enhancing existing offerings to meet customer needs [1]
泡泡玛特(09992) - 2022 Q4 - 业绩电话会
2023-03-29 08:00
[0 -> 11] 我们有很多很多的挑战但是总来讲的话我觉得我们经受了这个大风大浪然后我们也锻炼了这个队伍我觉得在这个过程当中呢 [11 -> 38] 我觉得我们也做了很多调整不管是组织的一些调整还是一些业务线的调整然后还是我们对很多战略方向的思考我觉得回过头来看的话我觉得都是非常有意义的一年虽然有挑战但是我觉得对于我们来讲的话也是有很多积极的一些影响我们也对未来充满了信心 [38 -> 58] 那当然我觉得这一年虽然很辛苦然后虽然有很多挑战那我们也取得了很多我们认为还不错的成绩不管我们的整个IP的发展还是围绕IP的整个产业的这些布局还是我们整个的海外业务还有我们整个组织的健康度的不断优化 [58 -> 86] 我觉得这些层面我们都看到非常多积极的一些改变然后我们内部也非常有信心包括我们去年然后也大规模的回购了我们公司的股份我们也是对我们自己非常有信心接下来我们可以让我们公司的同事详细的介绍一下我们去年的这样一个发展然后希望跟大家做一个更具体的一个沟通 [87 -> 108] 谢谢王总现在有请首席财务官杨金平先生对公司2022年年度业绩财务表现进行一个回顾尊敬的投资人大家下午好由我向大家介绍公司二年的财务业绩 ...
玄武云(02392) - 2022 Q4 - 业绩电话会
2023-03-29 02:31
[2 -> 31] 尊敬的各位投资者分析师大家上午好欢迎各位参加玄武云2022年度业绩发布会我是投资者关系总监Michelle在今天会议开始之前也先请允许我介绍公司出席的管理层他们分别是公司的董事会主席兼首席执行官陈永辉先生以及公司的首席财务官兼董秘葛平女士 [32 -> 51] 今天的会议将分为三个环节首先葛总将和各位一起回顾2022年的财务业绩接下来陈总也会和各位一起分享2022年的业务部分和2023年的业务展望接下来我们将开放Q&A问答环节 [51 -> 81] 那这边也温馨提示一下如果各位投资者如需提问呢也可以通过我们平台的问答区进行文字提问那稍后将由我本人来代读出这些问题那首先我先将时间交给葛总开始今天的业绩汇报告谢谢谢谢Michelle我是玄武云的这个CFO葛平Grace各位投资者分析师上午好接下来我将汇报公司的全年业绩的一个摘要 [82 -> 100] 玄武云是致力于通过智慧CRM的服务帮助企业实现以客户为中心的数字化及智能化的转型过往的2022年玄武云作为智慧CRM的第一股于2022年的7月8号在香港党联交所主板上市 [100 -> 125] 股票代码是2392那我们玄武云的特点就是做大客我们 ...
百果园集团(02411) - 2022 Q4 - 业绩电话会
2023-03-29 02:30
[0 -> 25] 各位現場和線上參加的投資者朋友大家早上好那歡迎各位出席深圳白果園實業集團股份有限公司2022年年度業績發布會我是綜合財經的索菲 歡迎各位那今天的會議呢是透過我們現場和線上同步直播進行的首先為各位介紹一下今天的出席的管理層創始人及董事長余慧永先生歡迎余董 [28 -> 44] 常務副總經理及執行董事焦躍先生財務總監及副總經理賴顯揚先生以及董事長助理及高級投融資總監善逸康先生 [47 -> 76] 那我們今天的這個業績發布會呢分為兩個環節第一個環節呢我們會有請管理層簡要的介紹一下公司在2022年取得的一個成績然後是我們的問答部分那現在我們就請董事長余慧永先生致歡迎詞有請余總好各位上人好首先呢感謝各位親身到場出席以及各通過網絡餐會的投資者對白骨園的關注 [77 -> 104] 2022年對所有的經營者都是一個巨大的挑戰絕大多數零售公司呢業績是下滑甚至是巨虧的但是白果園實現了門店數銷售額毛利率淨利率淨利潤的逆勢增長為什麼 [108 -> 134] 首先我们从事了一个非常好的行业果业是一个健康产业水果是不需要教育的健康食品在饮食结构中的比例在自然增长前面10年的数据已经说明了其次水果是一类天然食品不 ...
民生教育(01569) - 2022 Q4 - 业绩电话会
2023-03-29 02:00
Now, let's welcome Mr. Zhuo to give us a detailed report on this year's performance. Thank you, Mr. Zhuo. Thank you, Mr. Jiang. Thank you very much for your precious time to participate in the press conference on the full-year performance announcement of Mingsheng Education in 2022. Looking back at 2022, the whole process of development full of changes and uncertainties, including the impact of the pandemic for about half a year, and a large environment. Overall, Mingsheng Group's business development has r ...
圣诺医药(02257) - 2022 Q4 - 业绩电话会
2023-03-29 02:00
[4 -> 20] 感謝大家參加本次會議會議即將開始請稍後 [30 -> 52] 感謝大家參加本次會議會議即將開始請稍後感謝大家參加本次會議會議即將開始請稍後 [62 -> 84] 感謝大家參加本次會議 會議即將開始 請稍後感謝大家參加本次會議 會議即將開始 請稍後 [94 -> 117] 感謝大家參加本次會議 會議即將開始 請稍後感謝大家參加本次會議 會議即將開始 請稍後 [126 -> 153] 感謝大家參加本次會議會議即將開始請稍後感謝大家參加本次會議會議即將開始請稍後還有兩分鐘 [157 -> 181] 感謝大家參加本次會議會議即將開始請稍後感謝大家參加本次會議會議即將開始請稍後 [190 -> 213] 感謝大家參加本次會議 會議即將開始 請稍後感謝大家參加本次會議 會議即將開始 請稍後 [219 -> 243] 感謝大家參加本次會議會議即將開始 [245 -> 272] 本次會議為中國國際金融股份有限公司中金公司閉門會議僅限受邀嘉賓參會未經中金公司和演講嘉賓書面許可任何機構和個人不得以任何形式將會議內容和相關信息度外公佈轉發轉載傳播複製編輯修改等如有上述違法行為中金公司保留追究相關方法律責任的權利 ...
明源云(00909) - 2022 Q4 - 业绩电话会
2023-03-28 12:00
[0 -> 17] 大家好欢迎参加明远云集团控股有限公司2022年度业绩发布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参会的广大投资者会以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 [17 -> 45] 明月云为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明月云将保留追究其法律责任的权利明月云不承担因转载转发而产生任何损失和责任市场有风险投资区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接下来有请主持人发言谢谢 [48 -> 77] 各位投资人晚上好欢迎各位参加明远云集团控股有限公司2022年年度业绩发布会首先请允许我介绍一下今天参与业绩发布会的公司管理层他们分别是明远云董事会主席高宇先生明远云首席技术官陈小辉先生明远云首席财务官肖志淼女士 [80 -> 94] 以及我本人明云云资本市场部总经理周游首先我们有请公司董事会主席高宇先生向大家做业绩发布会的开场致辞 [98 -> 115] 好各位投资人晚上好确实刚刚过去的2022年对绝大部分企业都是非常具有挑战性的一年我想对于明源更是如此因为我们所服务的行业房 ...