[44 -> 51] 尊敬的各位投资者、分析师、媒体朋友们 [51 -> 53] 大家上午好 [53 -> 59] 欢迎各位参加中信银行2022年度业绩发布会 [59 -> 65] 我是本次会议的主持人、董事会秘书张青 [65 -> 68] 事隔三年 [68 -> 71] 我们又以面对面的形式 [71 -> 74] 与这么多的新老朋友进行交流 [74 -> 76] 倍感亲切 [76 -> 77] 同时呢 [77 -> 84] 我们今年也继续保留了网络视频的同步直播的这样一种方式 [84 -> 90] 也欢迎各位朋友通过中信银行直播间 [90 -> 92] 万德3C会议 [92 -> 98] 智通财经平台通过网上观看我们的直播视频 [98 -> 103] 大家也可以登录会唱通讯网上直播间 [103 -> 107] 与我们进行交流互动 [107 -> 115] 首先呢请允许我介绍出席今天业绩发布会的中信银行管理层人员 [115 -> 121] 他们是副董事长、执行董事、行长方和英先生 [121 -> 133] 执行董事、常务副行长刘成先生 [133 -> 140] 副行长、风险总监胡刚先生 [140 -> 145 ...

Financial Data and Key Metrics Changes - The company reported a revenue of RMB 15.5 billion, with property sales amounting to RMB 11.7 billion and a net profit of RMB 1.47 billion, reflecting a year-on-year decline due to the impact of COVID-19 and rental concessions [20][21][24] - The profit attributable to shareholders was RMB 906 million, and total rental income decreased by 4% to approximately RMB 2.8 billion [7][20] - The net gearing ratio remained stable at 45%, although it increased by 13% due to the redemption of a US$600 million perpetual note [8][26] Business Line Data and Key Metrics Changes - Property sales were primarily driven by two projects in Shanghai, contributing over RMB 10 billion to total sales [21] - Rental income, excluding joint ventures, saw an 8% decline year-on-year, while the overall rental income, including joint ventures, decreased by 4% [20][22] - The company maintained a gross profit margin of 43%, consistent with historical performance [23] Market Data and Key Metrics Changes - The Chinese GDP dropped to 3% in 2022, with the residential market experiencing its deepest downturn since 1998 [10][12] - Retail sales in Shanghai contracted by 9.1% due to lockdowns, but there are signs of recovery in consumer spending post-COVID [13][14] - The office market faced challenges with increased vacancy rates and oversupply, leading to a cautious outlook [14][15] Company Strategy and Development Direction - The company plans to focus on selective markets, particularly in first-tier cities and leading second-tier cities, to replenish its land bank and capture urban regeneration opportunities [36][37] - The strategy includes maintaining strong liquidity, capital management, and leveraging brand strength for new land acquisitions [16][17] - Sustainability efforts have led to significant reductions in carbon emissions and energy intensity, with a focus on green building certifications [17][18] Management Comments on Operating Environment and Future Outlook - Management expressed caution regarding the market operating environment, noting a crisis of confidence among buyers and ongoing challenges in the real estate sector [12][16] - The company anticipates a gradual recovery in the market, driven by easing policies and urban regeneration initiatives [10][36] - Management is preparing for potential acquisition opportunities as the market stabilizes, although they believe the market has not yet bottomed out [75][86] Other Important Information - The company declared a final dividend of HKD 0.064 per share, bringing the total dividend for 2022 to HKD 0.10 per share [9] - A share buyback plan of up to HKD 500 million was approved, with 35 million shares repurchased [9] Q&A Session Summary Question: What is the contract sales target for financial year 2023? - The sales target for 2023 is RMB 13 billion, with 80% of the residential GFA available for sales coming from Wuhan [62] Question: What are the plans for refinancing the U.S. Dollar senior notes due in the second half of 2023? - The company will focus on onshore financing due to lower costs and better liquidity, and it is unlikely to issue new U.S. Dollar bonds unless market conditions improve significantly [66][68] Question: Are there any off-balance sheet liabilities related to joint ventures? - There are no liability issues with joint venture projects, as all partners are substantial companies with good credit [70] Question: What projects should investors expect in Shanghai? - The company is confident in opportunities in Shanghai, particularly in urban regeneration projects like Panlong Tendi [72] Question: Are there any M&A or land banking opportunities in the pipeline? - The company is cautiously monitoring M&A opportunities arising from market corrections but believes the market has not yet bottomed out [74][75] Question: How is the Wuhan property market performing? - The Wuhan property market is showing signs of recovery, with a 28.6% year-on-year increase in housing transactions in early 2023 [80] Question: What is the status of the Xueersi Xinjiang IPO? - The IPO is currently on pause due to market conditions, with no rush to list until the right market window is identified [82] Question: How does management view the current market and policy opportunities? - Management believes the market is stabilizing but still faces challenges, and they are preparing to acquire good assets at bargain prices when opportunities arise [86]

Financial Data and Key Metrics Changes - The company reported its full-year results for 2022 on March 22, indicating significant financial performance metrics [1] Business Line Data and Key Metrics Changes - Specific details regarding changes in various business lines were not provided in the document [1] Market Data and Key Metrics Changes - The document does not contain information on market data or key metrics changes [1] Company Strategy and Development Direction and Industry Competition - The management team was invited to provide targeted insights into the company's performance, suggesting a focus on strategic development and competitive positioning [1] Management Comments on Operating Environment and Future Outlook - Management's comments regarding the operating environment and future outlook were not detailed in the document [1] Other Important Information - The investor relations director, Sophie Sun, welcomed analysts and shareholders to the earnings call, indicating a structured approach to investor communication [1] Q&A Session Summary - The document does not include any questions or answers from the Q&A session [1]

[0 -> 23] 女士们先生们大家好欢迎各位参加中手游科技集团有限公司2022年度业绩发布会我是本次发布会的主持人公司投资者关系总监沈献卓那么今天呢非常感谢所有到场以及在线上参与我们发布会的投资者和分析师的朋友们那今天呢业绩会的线上直播大家可以通过志通财经大路演 [23 -> 42] 富途牛牛老虎证券格隆会东方财富雪球华盛通同花顺新浪财经万德微博杰力交易宝天峰国际iFind东财choiceYouTube学说和中手游官方视频号等平台同步观看 [42 -> 62] 现在我们的业绩会就正式开始首先请允许我介绍出席今天发布会的公司管理层他们分别是执行董事董事长兼首席执行官肖建先生执行董事兼副董事长冼翰迪先生合伙人兼副总裁梁燕女士 [63 -> 93] 合伙人兼副总裁王小林先生合伙人兼副总裁杨荣杰先生以及通过电话会议接入的执行董事樊英杰先生接下来就有请我们的执行董事董事长兼首席执行官肖建先生为今天的业绩发布会致辞有请肖总各位投资者分析师朋友大家上午好感谢大家今天不容参加中手游2022年度业绩发布会 [94 -> 105] 很高兴能借此机会与各位一同回顾中手游2022年的运营情况和业绩表现以及同步我们接下来的发展的规划 ...

[0 -> 9] I'm Wendy Huang from Tencent IR team. [9 -> 14] At this time, all participants are in a listen-only mode. [14 -> 19] After management's presentation, there will be a question and answer session. [19 -> 22] All participants will dial in by phone. [22 -> 27] If you wish to ask a question, please press 5 on your telephone to raise your hand. [27 -> 33] If you are accessing from the Tencent meeting or VOO meeting application, please click the [33 -> 38] raise hand button at the bottom left, and please ...

Financial Data and Key Metrics Changes - In 2022, the company's revenue reached RMB12.9 billion, representing a year-on-year increase of 29.1% [4][14] - The net profit was RMB922 million, up 1.5%, while the core EXTEP brand's net profit increased by 10.7% to RMB1.35 billion [5][16] - The final dividend per share was RMB7.1, with a payout ratio of 50% for the full year [5][19] - Operating profit rose by 4.9% to RMB1.464 billion, with the core EXTEP brand's operating profit increasing by 9.4% to RMB1.759 billion [15][21] Business Line Data and Key Metrics Changes - Core EXTEP brand revenue grew by 25.9% to RMB11.128 billion, driven by strong performance in running products and kits [15][24] - The Athleisure segment revenue increased by 44.4% to RMB1.4 billion, with a significant contribution from the K Swiss and Palladium brands [15][44] - The number of stores for core EXTEP brand increased by 116 to a total of 6,313, with plans to open around 200 more stores in 2023 [18][40] Market Data and Key Metrics Changes - Retail sell-through growth was mid double digits for 2022, with Q1 exceeding 30% and Q4 experiencing a decline due to pandemic impacts [10][12] - By the end of 2022, inventory turnover days improved from 106 to 90 days, indicating better inventory management [22] - The company expects retail performance to improve in 2023 as pandemic control measures are relaxed, leading to more development opportunities in the sportswear industry [8][55] Company Strategy and Development Direction - The company aims to focus on the running category and enhance its brand positioning through professional performance to attract the mass market [7][42] - Plans include upgrading retail channels, enhancing store images, and increasing investment in kids' business to capture young consumers [37][40] - The company is committed to corporate social responsibility and aims to align with China's dual carbon goals through sustainable product offerings [36][41] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery of the consumption market in 2023, anticipating strong growth in the sportswear industry [8][55] - The company is confident in achieving double-digit growth for the core EXTEP brand and 20% to 30% growth for the Athleisure segment in 2023 [55] - Management highlighted the importance of brand upgrading and expanding the running ecosystem to strengthen market presence [29][42] Other Important Information - The gross margin for the Athleisure segment decreased from 44.6% to 37.6% due to logistics and supply chain issues, but is expected to recover above 40% in 2023 [19][20] - The company reported a total loss of RMB120 million from four new brands still in the investment stage, which impacted overall profit growth [16][17] - The company has a healthy balance sheet with net cash of RMB1.22 billion and sufficient capital to support future brand developments [21] Q&A Session Summary Question: What are the growth targets for the new brands? - The company aims for Saucony and Merrell to achieve sales growth targets of 60% to 70% in 2023, with Saucony expected to break even [53][55] Question: How does the company plan to manage inventory levels? - The company has improved inventory turnover days and expects to return to a normal level of four months by the end of 2023 [13][22] Question: What is the outlook for the Chinese market? - Management is confident in the future of the Chinese economy, citing increased health consciousness and government support as positive factors [54][55]

[0 -> 29] 大家好我是今天的主持人ACAMP本营的汽车行业分析师Michael 吕方欢迎大家参加领跑汽车2022全年业绩变化会出席本次会议的管理层代表是领跑汽车创始人董事长CEO朱江明先生公司联席总裁伍强先生公司高级副总裁静华女士公司财务部总经理 [29 -> 55] 李腾飞先生我们将在会议最后设有问答环节通过PC端或APP参会的朋友请点击屏幕下方举手按钮进行排队语音提问或文字留言进行提问以电话拨入形式参会的朋友请按星1举手进行排队提问首先宣读免责声明 [56 -> 81] 本次零跑汽车2022年度全年业绩电话会中的内容可能包含部分前瞻性陈述具体而言包括但不限于有关公司未来财务状况策略目标指标以及公司所参与或将参与的未来市场发展状况的陈述这些前瞻性陈述是基于公司现有和未来的业务发展策略以及公司对于未来营商环境的假设而做出的 [82 -> 112] 其中不可避免会涉及到一些已知或未知的风险以及一些不确定性因素这些公司无法预知和控制的因素可能会导致公司的实际业绩表现及公司所在行业的业绩表现与前瞻性陈述中明示或暗示的未来业绩表现存在差异因此我们仅此提醒各位不应过分依赖本次电话会所讨论的前瞻性陈述这些陈述仅反 ...

那么临床前实验证明对呼吸道荷包病毒有非常好的临床前的疗效 安全性也非常好 剂量也确定了所以我们希望在今年底跟大家分享我们RAC的数据那讲完我们产品的这个 那除了研发可能推进呢我们去年开始全球布局商务拓展希望能跟不同的公司合作我们的项目出海license up我们目标是license up所以呢我们也这个引进了前第一三共北美总裁兼首席执行官江格鲁担任公司的首席商务官那去年我们做成功的一个 收入下降了30%那么研发费我们不说了全年净亏损的是3.1人民币和2020年相比好像增加实际上没增加为什么因为这个全年这个净亏损3.1包括了饼干相关产品的成货 未来5年尤其刚才我说的保证我们未来5年可以做first in car做创新不做me too不做me battle要的这个重要的限定支持好那给大家更新一下利通阿维的情况啊这个到今天为止利通阿维就说基于不可撤销的订单的利通阿维的预售款 一些工作 我们也非常高兴得到很多相关部门的认可作为香港发展公司也是我们的责任要做一个可持续发展的生物科技公司与此同时的话我们也获得一些奖项 比如说,2022年我们获得了浙江省2020年度科技进步历史奖也入选了中国小分子创新的Top 30这样的l ...

[1 -> 11] Hello, ladies and gentlemen. Thank you for standing by for the fourth quarter and fiscal year 2022 earnings conference call for Xpeng Inc. [11 -> 20] At this time, all participants are in a listen-only mode. After management's remarks, there will be a question and answer session. [20 -> 23] Today's conference call is being recorded. [23 -> 32] I will now turn the conference over to your host, Mr. Alex Xia, Head of Investor Relations of the company. Please go ahead, Alex. [32 -> 39] Thank you. Hell ...

Group 1 - The company released a large multimodal model, GPT-4, on March 14, which can process image content and has improved accuracy compared to the previous ChatGPT model [1]