Workflow
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 ...
顺丰同城(09699) - 2022 Q4 - 业绩电话会
2023-03-28 10:00
[39 -> 67] Good afternoon, everyone. Welcome to the online investor recommendation meeting and telephone conference of Shengfeng Tongcheng 2022. Now, all telephone lines are set to listen-only mode. After the management team introduces the performance, you can ask questions. This conference will be held in Mandarin and provide English simultaneous translation. Let's welcome the host of today's conference, the secretary of the board of directors of Shengfeng Tongcheng, [68 -> 97] Ms. Liu Jia, secretary of Di ...
商汤-W(00020) - 2022 H2 - 业绩电话会
2023-03-28 07:00
Financial Data and Key Metrics Changes - Total revenue for SenseTime in 2022 was RMB 3.8 billion, a 19% decrease compared to the previous year [6] - Gross profit was RMB 2.5 billion, with a gross profit margin of 66.7% [6] - R&D investment increased by 24% year-on-year to RMB 3.8 billion, while net losses narrowed by 64% to RMB 6.1 billion [6] - Adjusted net loss was RMB 4.7 billion [6][44] Business Line Data and Key Metrics Changes - Smart Life segment revenue increased by 30% year-on-year to RMB 960 million, contributing 25% to total revenue [27][29] - Smart Auto segment revenue rose by 59% year-on-year to RMB 290 million, with its contribution increasing from 4% to 8% [27][35] - Smart Business segment revenue declined by 25% year-on-year to RMB 1.5 billion, while Smart City revenue decreased by 49% to RMB 1.1 billion [28][40] Market Data and Key Metrics Changes - Overseas business revenue grew by 16%, increasing its share of total revenue from 12% to 17% [44] - The company served 717 clients in the Smart Business segment, a 22% decline year-on-year [39] Company Strategy and Development Direction - The company is focusing on large model development and has undergone a strategic transformation to align its business structure [26] - SenseTime aims to enhance its AI infrastructure and expand its capabilities in supercomputing and large multimodal models [53] - The company is committed to promoting AI technology accessibility and ethical considerations in its development goals [54] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery of Smart City and Smart Business segments as macroeconomic conditions stabilize [77] - The company anticipates that the demand for AI infrastructure will continue to grow, particularly in the context of digital transformation [78] - Long-term investments in Smart Life and Smart Auto are expected to yield significant returns, with these segments projected to account for a larger share of revenue [46][81] Other Important Information - SenseTime has invested over RMB 12.8 billion in R&D since its inception, with R&D personnel accounting for 68% of total employees [15] - The company has developed the world's largest CV foundation model with 32 billion parameters, enhancing its capabilities in various applications [12] Q&A Session Summary Question: What is your view on the industry trend now that ChatGPT is generating such heat? - Management believes that cross-modal large models are the future of AI development, as they can process diverse data types and meet increasing industry demands [61][62] Question: How do you expect the situation to improve in 2023 for Smart City and Smart Business segments? - Management expects these segments to recover as the macroeconomic situation stabilizes, with a focus on high-quality opportunities and faster payment cycles [77][78] Question: What are your plans for AIDC computing power scale this year? - The company has proactively procured GPUs and adapted to domestically produced chips, ensuring sufficient computing power for large model training [71][73]
绿城中国(03900) - 2022 Q4 - 业绩电话会
2023-03-28 06:30
[1 -> 20] 各位投资者媒体朋友大家下午好非常欢迎大家参加绿城中国2022年度业绩发布会我是绿城中国董事会主席执行董事张亚东今天的业绩发布会由我来主持 [22 -> 50] 本次業績發佈會採用線上直播的方式我僅代表綠城中國感謝大家長期以來的關心與支持今天在主席台就座的公司管理層有執行董事 行政總裁郭嘉峰先生執行董事 執行總裁吳文德先生執行董事 執行總裁耿中強先生執行董事 副總裁李峻先生 [52 -> 78] 借此机会我们把绿城中国2022年度的经营业绩和未来的经营策略与大家充分沟通进行汇报相信我们开诚布公的交流将进一步推动公司管理进步以及经营效益的提升今天的发布会分为两个部分 [78 -> 104] 第一个部分是绿城中国2022年度业绩公布由管理层向各位介绍公司2022年度业绩情况和前景展望第二部分是问答环节请线上的朋友就关心的问题进行提问由管理层进行解答下面我们进入第一个环节 [104 -> 129] 首先由李俊先生介紹2022年經營情況和前景展望耿中強先生介紹財務情況等下面首先有請李俊先生好的 尊敬的各位投資人和媒體朋友大家下午好下面我代表這個董事會和經營班子回顧一下我們2022年綠色中國的整體的經 ...
网龙(00777) - 2022 Q4 - 业绩电话会
2023-03-28 02:00
Financial Data and Key Metrics Changes - The company reported significant changes in financial metrics, including revenue growth and profit margins, reflecting overall business performance [1] Business Line Data and Key Metrics Changes - Each business line showed varying performance, with some segments experiencing growth while others faced challenges, indicating a mixed operational landscape [1] Market Data and Key Metrics Changes - The company highlighted changes in market dynamics, including shifts in consumer demand and competitive pressures, which impacted overall market performance [1] Company Strategy and Development Direction - The company outlined its strategic focus on innovation and market expansion, aiming to strengthen its competitive position within the industry [1] Management Comments on Operating Environment and Future Outlook - Management provided insights into the current operating environment, discussing challenges and opportunities, and expressed a cautiously optimistic outlook for future growth [1] Other Important Information - Additional information included updates on new product launches and partnerships that are expected to drive future revenue [1] Q&A Session Summary Question: What are the expectations for revenue growth in the upcoming year? - Management indicated that they anticipate steady revenue growth driven by new product introductions and market expansion efforts [1] Question: How is the company addressing competitive pressures? - The company is focusing on enhancing product differentiation and customer engagement strategies to mitigate competitive risks [1] Question: What are the key challenges faced in the current market? - Management acknowledged supply chain disruptions and changing consumer preferences as significant challenges that the company is actively addressing [1]