Dear investors, good morning. Welcome to the Shazhi Company Exchange, a mid-term investment strategy meeting held jointly by Anxin International and Luyanzhong. I'm your host, Anxin International's TMT analyst, Wang Yang. We are honored to have Gloria, the managing director of Chizichen Technology, to join us in this meeting to help us understand the dynamic and core values of Chizichen Technology. If you have any questions, you can ask them in the Q&A section. I will read them out to you later. Gloria, the ...

Summary of Company Conference Call Company Overview - The company discussed its operational performance from January to May, noting that data for June is not yet available due to the ongoing month and the company's listing on the Hong Kong Stock Exchange [1] Key Points - The financial data presented is primarily based on the company's reporting system, with sales personnel responsible for inputting the information, indicating that the figures should be considered as preliminary references rather than finalized reports [1]

各位嘉宾大家好今天欢迎来到新疆绿色能源的投资交流会那么首先我来介绍一下公司参会的嘉宾首先第一位是公司副总裁董事会秘书班泽峰第二位是公司资本运营与投资者关系部主任张芳芳非常欢迎大家今天一起来进行交流那么首先由我代表公司为各位投资者介绍一下公司2024年一季度的整体经营业绩情况 首先呢2024年公司一季度实现了控股发电量41.17亿千瓦时同比增长了0.27%那么其中风电的发电量是40.78亿千瓦时同比增长0.36% 第一季度公司新能源板块的平均电价为四毛三较上年同期的四毛四下降了一分钱公司的上网电量为40.22亿千瓦时其中市场化交易电量是14.35亿千瓦时占当期上网电量的35.67%较上年同期增加了3.59个百分点 那么对于TNT我来说截至到2024年的3月31日公司共完成了总的出售气量是22.3亿立方米同比增加了33.86%其中代出气量是2.43亿立方米同比增加130%售气量是19.87亿方同比增加39.35% 那么售期量其中包括了批发售期量为9.66亿方同比增加10.58%零售期量是6.38亿方增加20.12%LNG售期量是3.63亿方那么因为这个LNG项目的投产跟去年同比增加了可以说是有显著的增加 那么针对 ...

我们先来看一下2023年的一些亮点2023年公司核心业务依旧保持稳健增长全年实现收入54.2亿同比增长4.7%其中物业管理收入增速为17.5%依旧增长强劲社区增值服务收入增速为2.3%社区增值板块中非洲机型业务收入占比持续提升至79.8% 增长迅速其中团餐业务实现收入4.5亿元同比增长26.4%固定资源管理服务收入1.6亿元同比增长44.7%开发商增值服务收入增速为负的36.2%地产关联度持续降低 2023年公司整体利润同步增长,实现年内利润5.1亿,同比增长7%,本公司拥有人应占利润4.5亿,同比增长5.1%,2023年实现经营现金流4.2亿元,较上一年改善显著,分红比例也由上年的33%提升至40%,派息为每股人民币0.205元。 2024年1-5月份,公司收入实现个位数增长,其中物业管理服务依旧保持了良好的稳健增长趋势,主要来源于自营基本盘的稳定增长。 去年同期略微下降,主要是与开发商相关的周期性业务、装修业务和车位代销业务等的大幅下降同时非周期性业务、繁餐业务和固定资源管理服务业务延续去年强劲增长的趋势开发商增值服务继续呈现下降态势 地产关联度持续降低2024年1到5月的收缴率与去年同期相比基本保持一致 ...

Summary of Conference Call Company and Industry Involved - The conference is focused on **Chizi Cheng Technology** and its dynamics within the **TMT (Technology, Media, and Telecommunications)** sector [1] Core Points and Arguments - The meeting is a **mid-term investment strategy** session organized by **Anxin International** and **Luyanzhong** [1] - **Wang Yang**, the TMT analyst from Anxin International, is hosting the conference [1] - **Gloria**, the managing director of Chizi Cheng Technology, is present to provide insights into the company's core values and dynamics [1] Other Important but Possibly Overlooked Content - The conference aims to enhance understanding of **Chizi Cheng Technology** for investors, indicating a focus on investor relations and transparency [1]

这个倒不是很大那我们大约是整个的24年我们基本也是在24年也是在这个十五万方左右那25年26年大约基本来讲也是目前这么一个大概的体量 好的明白谢谢马总然后客户的第二个提问是关于20年的今年的外拓的面积还有数量有没有基因谢谢我们在年初的时候因为业绩汇的时候很多投资人包括股东也问过我们这个问题我们内部的其实现在对于轻资产的拓展大方向肯定是以稳健为主 不能讲叫不能为了项目拿项目就是正常的去推进然后我们整个的这种拓展的方式区域也比较聚焦合作伙伴可能也是更多的集中于国企了因为以前兴盛也能看得到历史上拓的比较猛但是很多的一些合作方都是有些资金的问题所以我们也就主动的退出了所以就是 整体来说24年我们当时预计的话是大约是在就是我们想法肯定是在稳重求进的基础上越来越好但是我们内部的话也有一个指标就是我们还是希望能够大约是在比如说两到三个项目 一个项目大概8万方到10万方这么一个情况目前因为之前业绩会上也提过我们现在有一个项目应该已经进入到最后的状态了所以如果到时候会有确定的消息我们会及时的发一个 发一个自愿性的公告也是在大湾区也是一个国企的项目而且那个项目位置也非常的好现在目前基本已经到了后期的用意大概这么一个流程了具体的金 ...

Company and Industry Overview * **Company**: Yihai International * **Industry**: Food and Beverage, particularly in the field of instant noodles, seasoning, and vegetarian products. Key Points and Arguments 1. **Second Quarter Performance**: * **Growth Rate Slowdown**: The company experienced a slowdown in growth rate in the second quarter compared to the first quarter, attributed to changes in product structure and seasonal factors. * **Product Structure**: The main products in the second quarter were small lobsters and hotpot bases, which accounted for a relatively small proportion of the product structure. * **Seasonal Factors**: The hot weather in the second quarter negatively impacted the sales of hotpot bases. * **Overall Performance**: Despite the slowdown, the company's overall performance remained stable. 2. **Product Categories**: * **High Growth**: Seasoned sauce and hotpot bases experienced the highest growth rates, followed by vegetarian products and instant noodles. * **Low Price Range Products**: The company introduced low-price range products in the vegetarian category, which are gradually gaining consumer acceptance. 3. **Sales and Marketing**: * **Salesperson Incentives**: The company adjusted the incentives for sales personnel, leading to increased motivation and active interaction with channels and terminals. * **Online Channel**: The company's online channel experienced significant growth, driven by targeted marketing strategies and product promotions. 4. **Raw Material Prices**: * **Stable Prices**: Raw material prices remained relatively stable, with slight upward trends expected in the second half of the year. 5. **Gross Margin**: * **Flat**: The gross margin is expected to remain flat compared to last year, due to stable raw material prices and slight declines in the gross margin of affiliated parties. 6. **Capital Expenditure and Dividends**: * **Reduced Capital Expenditure**: The company plans to reduce capital expenditure this year, with a focus on maintaining a high dividend payout ratio. 7. **New Product Development**: * **Focus on Young Consumers**: The company's new product development is driven by the preferences of young consumers, with a focus on innovative flavors and packaging. 8. **Brand Positioning**: * **Kuaishou Xiaochu**: The company's brand positioning for Kuaishou Xiaochu is still evolving, with a focus on promoting the brand through collaboration with other brands. 9. **Profit Outlook**: * **Profit Growth**: The company expects double-digit growth in third-party revenue for the full year, driven by strong performance in the second half of the year. Additional Important Points * The company's overseas factory in Thailand has entered full production, with production capacity expected to increase gradually. * The company plans to continue expanding its online channel and exploring new growth opportunities in the vegetarian category.

Summary of the Conference Call Company Overview - The company is focused on the lead-acid battery sector since 1999 and has recently expanded into lithium battery production and technology to support green transformation in the industry [1][2]. Industry and Market Position - The company has established a global production network with factories in China, Vietnam, Mexico, India, and Malaysia, which helps meet overseas customer demands and reduces transportation costs [2]. - The main product segments include: - **Backup Batteries**: Primarily for telecommunications, UPS data centers, alarms, and renewable energy systems [3]. - **Automotive Starting Batteries**: Comprising 27.4% of total sales, serving both electric and traditional fuel vehicles [3]. - **Recycling Business**: Servicing both internal and third-party manufacturers [4]. - **Power Batteries**: Providing stable cash flow for low-speed vehicles and industrial applications [4]. Financial Performance - In 2023, the company reported revenues of 13.47 billion, a year-on-year increase of 4.9% [13]. - Net profit reached 568 million, up 12.9% year-on-year, with a gross margin increase from 12.4% to 14.4% [14]. - The dividend payout for 2023 was 0.01 per share, with a payout ratio of 25.6% [15]. Customer Base and Growth - The customer base includes major telecommunications companies and data centers, with new clients like Amazon and Century Internet added in 2023 [6]. - The company has a significant market share in the backup battery market, holding 32% in China, with 50% of these batteries used in data centers [25]. Strategic Initiatives - The company is focusing on product diversification, particularly in lithium and lead-carbon batteries, aiming for lithium battery revenue to reach 50% within five years [31]. - Recent acquisitions include a 70% stake in Tianjin Jieshi and Shunde, enhancing production capacity and market share in the Japanese automotive sector [27]. Future Outlook - The company plans to expand its lithium battery production lines and establish a logistics management center in Singapore to enhance international operations [29][35]. - The focus on data centers and AI-driven growth is expected to increase demand for battery products significantly [60]. Challenges and Risks - The company faces challenges from rising raw material prices, particularly lead, which has seen significant price increases recently [67]. - Tariff policies in the U.S. on electric vehicle batteries may impact growth, but the company has mitigated risks through its global manufacturing footprint [46][47]. Conclusion - The company is well-positioned in the battery industry with a strong focus on innovation, customer proximity, and strategic growth through acquisitions and product diversification. The outlook remains positive, driven by increasing demand in data centers and electric vehicles, despite potential challenges from raw material costs and regulatory changes.

我是本场会议主持人安信国际TMT分析师王阳本场会议室我们是非常荣幸能够邀请到了赤子城科技的公司管理层Gloria来与我们进行交流协助我们进一步了解赤子城科技的公司动态和核心价值当中投资者如果有任何问题可以随时在录影中参会界面的问答区域输入文字提问稍后将由我来代为念出Gloria首先把麦克风交给您 非常感谢安信给我们安排这次录影的机会可以跟大家做更多的一个交流那我先简单会对公司做一个介绍也说一下最近的一些亮点然后呢就会留更多的时间给大家提问做一个互动交流 首先我们赤子城科技是一家全球领先的做休闲娱乐和手游的一家公司那么我们从业务板块来看的话最大的业务板块是社交业务去年占到我们整体收入大概90% 在这个社交业务下面呢其实是分两块业务犯人群社交和多元人群社交主要是按照覆盖的人群的不同来区分那么犯人群社交呢是我们最大的也是运营最长时间的一个业务占到去年整体收入大概有80%下面有四款核心产品Miko, Yoho, TopTops和Sugo 分别针对做直播社交的赛道做语音房的赛道做游戏社交的赛道以及一对一文字音视频匹配社交的赛道 那么第二个业务呢多元人群社交这个业务主要是产生是由于在2022年8月我们私有化了一家在NAS ...

大家好欢迎参加声望红颜仿佛三流一度近期经营情况交流会议目前所有参会者均处于经营状态现在开始播放母子声明声明播完后提示安可直接开始发言 请参会人员务必注意本次电话会议交流内容仅限参会人员内部参考任何机构或个人不得以任何形式对电话会议任何内容进行泄露或外发请勿以任何方式索要泄露散布转发电话会议纪要任何泄露电话会议纪要等信息的行为均为侵权行为申望洪源研究保留追究泄露转发者法律责任的权利 好的那各位投资人早上好我是深藍宏源的分析师刘沛那今天我们非常荣幸的请到了361度的两位领导来进行对公司近期的这个经营情况和大家做一个交流那么我们今天的嘉宾主要是公司的新上任的CFO邝兆强邝总以及投资者关系副总裁詹潇潇詹总欢迎两位 那接下来的时间的话我们主要进行两个部分一个是先请詹总跟我们介绍一下公司近期的经营情况那么后续我们会开放问答环节各位投资人有任何问题也欢迎举手跟公司的两位领导进行交流好 那接下来的时间我们就交给詹总诶 那个詹总现在能听到吗诶 可以 谢谢刘柯 大家早上好不好意思 晚了几次说因为大会才结束 那先抓紧时间跟大家汇报一下我们四五月的一些终端的数据和最后进行通话会的情况应该是大家比较关注的四五月份从线下的那个终端的流水 ...