腾讯控股(00700) - 2022 Q4 - 业绩电话会

2023-03-22 12:00
[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 ...
XTEP INT'L(01368) - 2022 H2 - Earnings Call Transcript
2023-03-22 07:30
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]
零跑汽车(09863) - 2022 Q4 - 业绩电话会
2023-03-21 11:00
[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 ...
歌礼制药(01672) - 2022 Q4 - 业绩电话会
2023-03-20 02:00
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 ...
小鹏汽车(09868) - 2022 Q4 - 业绩电话会

2023-03-17 12:00
[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 ...
361度(01361) - 2022 Q4 - 业绩电话会
2023-03-16 08:15
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]
万国数据(09698) - 2022 Q4 - 业绩电话会

2023-03-15 12:00
[4 -> 9] Hello, ladies and gentlemen. Thank you for standing by for GDS Holdings Limited's fourth [9 -> 15] quarter and full year 2022 earnings conference call. At this time, all participants are in [15 -> 19] listen-only mode. After management's prepared remarks, there will be a question-and-answer [19 -> 24] session. Today's conference call is being recorded. I'll now turn the call over to [24 -> 29] your host, Ms. Laura Chen, Head of Investor Relations for the company. Please go ahead, [29 -> 33] Laura. ...
平安好医生(01833) - 2022 Q4 - 业绩电话会
2023-03-14 01:51
[0 -> 2] 大家早上好 [2 -> 5] 感谢各位参加平安健康医疗科技有限公司 [5 -> 8] 2022年年报业绩发布会 [8 -> 10] 我是本次业绩发布会的主持人 [10 -> 13] 平安健康投资者关系部负责人 [13 -> 15] 王以菲 Aria [15 -> 18] 首先请允许我为各位介绍一下 [18 -> 21] 参与本次业绩发布会的公司管理层 [21 -> 24] 他们是平安健康医疗科技有限公司 [24 -> 26] 董事会主席 [26 -> 33] 首席执行官方卫豪先生 [33 -> 42] 平安健康医疗科技有限公司总裁吴军先生 [42 -> 44] 平安健康医疗科技有限公司 [44 -> 48] 资深副总裁兼首席财务官 [48 -> 52] 赞洛琪女士 [52 -> 54] 本次会议将由两部分组成 [54 -> 55] 第一部分中 [55 -> 57] 方卫豪先生将为各位介绍 [57 -> 62] 公司2022年全年的整体经营状况和业绩亮点 [62 -> 65] 之后吴军先生将为各位介绍 [65 -> 69] 公司2022年在业务方面的成功案例实践 [69 -> 72] 最后赞洛 ...
京东集团(09618) - 2022 Q4 - 业绩电话会

2023-03-09 12:00
[0 -> 6] Hello, and thank you for standing by for JD.com's fourth quarter and full year 2022 earnings [6 -> 7] conference call. [7 -> 11] At this time, all participants are in listen-only mode. [11 -> 15] After management's prepared remarks, there will be a question-and-answer session. [15 -> 17] Today's conference is being recorded. [17 -> 20] If you have any objections, you may disconnect at this time. [20 -> 24] I would now like to turn the meeting over to your host for today's conference, Sean [24 -> 27 ...
亿胜生物科技(01061) - 2022 Q4 - 业绩电话会
2023-03-09 02:00
Financial Data and Key Metrics Changes - In 2022, the company's sales revenue decreased by 20% to 1.318 billion [3][4] - The net profit margin remained at 13%, with a net profit margin of 17.1% [4][5] - The overall profit contribution decreased by 35%, amounting to a decline of 225 million [4][5] Business Line Data and Key Metrics Changes - Revenue from the ophthalmology segment was 554 million, contributing a profit of 160 million, while the surgical segment generated 764 million in revenue with a profit contribution of 191 million [4][5] - The ophthalmology segment accounted for 42% of total revenue, while the surgical segment made up 58%, with ophthalmology increasing by one percentage point from the previous year [4][5] Market Data and Key Metrics Changes - The market share in the ophthalmology production factor sector reached 70.5%, up from 62.4% in 2021, an increase of 8.1 percentage points [3][4] - The company maintained a leading position in the global production factor market with a market share of 38.7%, up from 35% the previous year [3][4] Company Strategy and Development Direction - The company aims to become a leader in the ophthalmology and surgical adhesive markets, focusing on innovation and expanding its product portfolio [2][3] - The company has a mature industrial operation platform and a complete industrial chain from R&D to sales, which supports its growth potential [3][4] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in future growth despite the challenges posed by the pandemic, highlighting strong market demand and supportive government policies in the ophthalmology sector [4][5] - The company plans to continue investing in R&D, with a reported expenditure of 343 million HKD in 2022, representing a 65% increase year-on-year [4][5] Other Important Information - The company completed the acquisition of Sulisun, enhancing its core product offerings [5][6] - The company received multiple accolades, including being listed among the top 200 small and medium enterprises and the top 10 manufacturing companies in Zhuhai [6][7] Q&A Session All Questions and Answers Question: What are the company's future growth prospects? - The company remains optimistic about growth in the ophthalmology and surgical markets, with a focus on innovative treatments and expanding its product lines [4][5] Question: How has the pandemic affected the company's performance? - The pandemic has led to a 20% decline in sales revenue, but management believes the market demand remains strong and is expected to recover [4][5]