包括我们欧洲这个客户他整个平台主流平台全部要用这个所以说他在推进的话他确实速度也比较慢因为他这个比较激进的这么一个计划然后包括他的这个整个车的这个设计啊软件的整合啊所有的这个核心件的这些优化变化非常大所以说他可能在这个网店推进的时候也遇到了一些这个瓶颈整个这个平台的这个 中文字幕由Amara.org社区提供 这个订单的规模可能这个跟海外客户比的话相对会会小一些但是它这个速度会非常快所以我们相信这个这个可能这个第一个订单的这个对我们来说可能意义更更为重大就是说这个这个这个 手机款车型装配以后的话后续不管这个客户还是其他的前线客户在限控这块会有进一步的快速的装配当然也不排除目前预计装配的限控的中国客户的业务 我相信会在他下载重大的车型换代的时候会把这个项目转项装在他的车型里面去所以说我们对这个项目包括这个项目再来的后续一些新项目的拓展的计划我们还是非常有信心的这个他会公告吗还是说也不会达到公告标志 因为这个确实有些A股的公司可能就是说在一些重大规模很大的业务或者说这种比较新种业务这一块的话他会专门有一个发一个公告可能我们目前来讲的话可能这个模式不太一样就是说这个还是会通过这个季度的或者说年报发年报这种方式来做一个 ...

呃各位投资人朋友们大家晚上好我是开源零售团队的属于分析师郝德鹏啊欢迎大家参加我们今天这个上美股份的深度报告进化会 上美作为港股低估值高成长的美股标的也是具备一定的稀缺性我们也是近期刚刚发布了上美股份的公司生报告所以今天的会议也借此机会我们跟大家来详细剖析一下上美的基本面和看点也分享一下我们的推荐逻辑那一同与会的还有我的团队同事陈思 我们知道上美作为国内领先的多品牌美妆集团现在其实也是成功打造了包括韩束、红色小项、一叶子等丰富的品牌矩阵也多维度地布局了化妆品、母婴护理包括洗护等多个细分的赛道那公司的核心主品牌韩束在今年的上半年也是贡献了公司超过83%的一个营收并且持续地坐稳了抖音渠道的美妆第一的一个位置 可以说上美这几年整个的一个快速的这个发展跟起量跟这个中性牌函数在抖音渠道的爆发还是有密不可分的一个关系所以呢在报告中呢我们还是首先针对这个函数的一个爆发历程去做了一个比较深度的复盘在这里面呢我们做了三个层次的一个研究一个呢是关注到这个函数的早期可能大家是依托这个短剧实现了这个破圈通过聚焦年轻且消费活力强也具备抗拆需求的这样的黄金人群 也是积累了比较多的这个A3的人民资产然后在第二个层面呢我们会关注到公司在整个产 ...

Summary of Conference Call Notes Industry Overview - The capital market in China has shown a significant rebound, particularly in the Hong Kong stock market, due to previously suppressed factors on both the numerator and denominator sides [1] Key Insights - The degree of suppression in the capital market was notably high in the past, leading to a more substantial recovery now [1] - The fundamental recovery in the Hong Kong market is expected to be more pronounced compared to the A-share market, driven by changes in both fundamentals and material factors [1] Additional Important Points - The analysis indicates that the current market dynamics in Hong Kong may present more investment opportunities compared to A-shares, suggesting a potential shift in investor focus [1]

Summary of Conference Call Company or Industry Involved - The document does not specify a particular company or industry involved in the conference call [1] Core Points and Arguments - The document does not provide any core points or arguments from the conference call [1] Other Important but Possibly Overlooked Content - The document only contains a brief introduction thanking participants for attending the meeting and indicating that the meeting will begin shortly [1]

Key Points Introduction 1. **Industry/Company**: The call is part of a regular "招文系列" (招股说明书系列) investor conference. 2. **Core Message**: The host thanks investors for joining and expresses gratitude for their continued interest. 3. **Frequency**: The host plans to provide updates at 8:15 AM every morning. [1][2][3]

Summary of Conference Call Notes Industry Overview - The discussion revolves around the Hong Kong stock market, particularly focusing on technology stocks and their performance in relation to the A-share market [1]. Key Points - The Hong Kong technology sector has experienced a decline, with the Hang Seng Tech Index dropping approximately 6% [1]. - During the A-share market's closure for the National Day holiday, the Hong Kong market saw a relative increase, with a reported rise of about 10% [1]. - The performance of the Hong Kong market is viewed as normal given the context of the A-share market's holiday [1]. Additional Insights - The mention of the A-share market's holiday indicates a potential impact on trading volumes and investor sentiment in the Hong Kong market [1].

Summary of Conference Call Company Overview - The conference call features Tiexin Technology, with a focus on its business operations and market conditions. The discussion is led by Zhou Xuhui and includes insights from Song Hao, the company's representative. [1] Industry Insights - The call highlights a critical turning point in the market, particularly regarding silicon material prices, indicating a significant moment for potential investment opportunities. [1] Key Points - The importance of the current market window is emphasized, suggesting that it may present unique opportunities for stakeholders. [1] - The company is positioned to discuss its business operations in the context of these market changes, indicating a proactive approach to adapting to industry dynamics. [1] Additional Important Content - The call sets the stage for a deeper exploration of Tiexin Technology's strategies and responses to the evolving market landscape, which may include future projections and operational adjustments. [1]

Key Points - **Industry/Company Involved**: The call focuses on a major recommendation for an "elastic target" company, though the specific industry and company are not explicitly mentioned. - **Core Viewpoints and Arguments**: - The company is highlighted as an "elastic target," suggesting it has the potential for significant growth or resilience in various market conditions. - The call is a major recommendation, indicating a strong positive outlook on the company's prospects. - **Other Important Content**: - The opening of the call expresses gratitude to investors for their time, emphasizing the importance of their participation in the discussion. - **[1]**

Key Points - **Industry/Company**: Economic International - **Core Viewpoints and Arguments**: The presenter, Du Peng from GF Securities, maintains an "outperform" recommendation for Economic International at the current time node [1]. - **Other Important Content**: N/A

Key Points - **Industry/Company Involved**: Consumer electronics sector, Shunyu Optics - **Core Viewpoints and Arguments**: - The consumer electronics sector has shown significant improvement in fundamentals since last quarter of the previous year. - Shunyu Optics is being recommended as a company within this sector. - **Other Important Content**: - No additional information provided in the excerpt. [1]