Summary of the Conference Call for NEXTEER Company Overview - NEXTEER is benefiting from the USMCA localization advantages in North America, effectively reducing tariff impacts and maintaining a smooth cost pass-through mechanism, with major customers willing to bear additional costs, thus limiting the financial impact of tariffs [2][3][5] Key Points Industry and Market Performance - North America has seen continuous improvement in EBIT margins due to factory integration, industrial relocation, and supply chain diversification, with profits recovering as expected year-to-date [2][4] - The Asia-Pacific region is performing strongly, with China’s market growth exceeding 10%, and significant growth from major clients like BYD, Chery, and Geely [2][4] - In Q1 2025, orders reached $800 million, showing significant year-on-year growth, with overall revenue performance outpacing the market [2][4] Customer Contributions - In 2025, 40% of orders are from Chinese customers, while 60% are from overseas [2][7] - BYD is the largest local customer in Asia-Pacific, contributing 11% of revenue, with the overall contribution from Chinese customers exceeding 50% [12][16] Product Development and Innovations - NEXTEER has made progress in the Steer by Wire project, securing orders from global EV leaders and leading Chinese manufacturers, with production expected to start in 2026 [3][21] - The company is actively advancing new business directions such as rear-wheel steering and electric brake systems (EMB), with rear-wheel steering technology holding over 60% market share [3][24][28] Financial Performance and Outlook - North American EBITDA margins have recovered to double-digit levels, with confidence in maintaining this level despite potential demand uncertainties in the second half of the year [9][30] - The company aims for double-digit growth exceeding 10% for the year, with performance aligning with expectations so far [30] Trade and Tariff Impacts - The trade war and tariff policy changes primarily affect NEXTEER's North American operations, which contribute over half of total revenue [5][6] - Most products exported from Mexico to the U.S. comply with the USMCA, thus avoiding tariffs, and any tariff impacts are largely absorbed by customers [10][11] Competitive Landscape - The Chinese market is highly competitive, particularly for EPS products, with a multi-supplier model being common [14] - NEXTEER maintains a stable share with BYD, despite competitive pressures, holding a share of 25% to 30% [16] Strategic Partnerships and Future Growth - NEXTEER is collaborating with emerging players like Xiaomi, Li Auto, and XPeng, which are expected to become significant suppliers in the future [13][21] - The company is leveraging its global R&D and localized operations to respond quickly to customer needs, enhancing its competitive edge in the Chinese market [18] Challenges and Risk Management - Price wars have impacted the industry, but NEXTEER has maintained robust profitability through cost-saving measures and effective negotiations with customers [15][17] - The company is closely monitoring tariff policies and market demand fluctuations to adjust strategies accordingly [6][30] Conclusion - NEXTEER is positioned well in both North American and Asia-Pacific markets, with strong customer relationships and innovative product developments. The company is navigating challenges from trade policies and competitive pressures while aiming for sustainable growth in the coming years [2][30]

Selected Unaudited 2025 First Quarter Financial Data 8th May, 2025 Mr. Francis Lui Yiu Tung, Chairman of GEG said: "Today I am pleased to report solid results for GEG in Q1 2025. During the quarter we continued to drive every segment of the business in particular the premium mass through our unparalleled products and service, ongoing property enhancements, diverse entertainment shows and events, as well as the full implementation of smart tables, among others. In Q1 2025 the Group reported Net Revenue of $1 ...

2022 Annual Results Announcement 1 2023.03.27 Agenda 2022 Performance Overview 2023 Outlook Q&A 2 Disclaimer 3 ⚫ This presentation has been prepared by Anton Oilfield Services Group (the "Company") for corporate communications and general information only and may not be reproduced or redistributed to any person without the explicit permission of the Company. This presentation does not constitute any recommendation or offer to sell or subscribe for any class of securities or debentures of the Company or its ...

2023 Interim Results Update 28 August 2023 1 Agenda Interim Results Review 2H23 Outlook Q&A 2 Disclaimer 3 ⚫ This presentation has been prepared by Anton Oilfield Services Group (the "Company") for corporate communications and general information only and may not be reproduced or redistributed to any person without the explicit permission of the Company. This presentation does not constitute any recommendation or offer to sell or subscribe for any class of securities or debentures of the Company or its subs ...

2023 Annual Results Release 1 2024.4.2 2023 Performance Review Contents 2024 Outlook Q&A 2 Disclaimer 3 ⚫ This document is prepared by Anton Oilfield Services Group ("the Company") solely for corporate communication and general reference, and may not be reproduced or forwarded to any person without permission from the Company. This document does not constitute any advice or invitation for the sale or subscription of securities or bonds of the Company or its subsidiaries (collectively "the Group") in any jur ...

1 2024.8.28 2024 Interim Results Release Review of H1 results Contents Outlook of H2 Q&A 2 Disclaimer 3 l This document has been prepared by Anton Oilfield Services Group (the 'Company') for its corporate communication and general information only and may not be reproduced or redistributed to any person without the permission of the Company. This document does not constitute any recommendation or invitation to sell or subscribe for any class of securities or debentures of the Company or its subsidiaries (co ...

2025.3.25 2024 Annual Results Release 2024 Performance Review Contents 2025 Outlook Q&A Disclaimer • The Company expressly disclaims any and all liability arising from the use of or reliance on any information or data (financial or otherwise) contained in this document. 3 • This document has been prepared by Anton Oilfield Services Group (the "Company") solely for corporate communication and general reference purposes. It may not be reproduced or distributed to any person without the prior consent of the Co ...

Financial Data and Key Metrics Changes - The company's revenue increased by 18.1% year over year to RMB86.6 billion in Q1 2025 [5][26] - The cost of revenue ratio decreased by 2.3 percentage points year over year to 62.6% [26] - Selling and marketing expenses ratio decreased by 1 percentage point year over year to 18% [26] - Total segment operating profit grew to RMB11.2 billion, up from RMB6.9 billion last year, with operating margin increasing from 9.5% to 13% [26][27] - Cash generated from operating activities increased to RMB10.1 billion [26] Business Line Data and Key Metrics Changes - Core local commerce segment revenue grew by 17.8% year over year to RMB64.3 billion [32] - The new initiatives segment revenue increased by 19.2% year over year to RMB22.2 billion, driven by grocery retail and overseas business [33] - The number of annual active in-store merchants increased by over 25% year over year [16] Market Data and Key Metrics Changes - The number of Meituan instant shopping transacting users exceeded 500 million, with young consumers born after 1990 accounting for two-thirds [61] - Daily order volume for Meituan instant shopping nearly doubled year over year during Valentine's Day [30] - The InstaMart business saw order volume increase by about 50% year over year [31] Company Strategy and Development Direction - The company plans to invest RMB100 billion over the next three years to drive high-quality growth in the food service industry [10][69] - The focus is on empowering merchants, elevating supply quality, stimulating consumption, and enhancing the overall business environment [69] - The company aims to solidify its market leadership while promoting healthy and sustainable industry development [44][50] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the irrational subsidy competition in the industry but expressed confidence in the company's ability to maintain market leadership [40][44] - The company expects volatility in short-term financial results due to intensified competition but remains optimistic about long-term growth potential [47][50] - Management emphasized the importance of enhancing user experience and operational efficiency through AI technology [24] Other Important Information - The company has launched a pension pilot program for couriers, aiming to enhance their rights and benefits [73] - The Bright Kitchen program aims to improve food safety and quality by encouraging high standards among food delivery merchants [71] Q&A Session Summary Question: Impact of JD's subsidy program on order volume growth - Management stated that they are prepared to invest as needed to maintain competitiveness and highlighted their position as the largest player in the food delivery market [38][39] Question: Strategy for expanding Meituan Insta Shopping - Management confirmed robust growth in non-food categories and emphasized the importance of expanding product coverage and quality standards [58][60] Question: Details on the RMB100 billion food subsidy promotion plan - Management outlined the plan's focus on empowering merchants, elevating supply quality, and stimulating consumption [69][70] Question: Progress of KITA in Hong Kong and Saudi Arabia - Management reported strong growth in both regions and outlined plans for further expansion [82][84] Question: Capital allocation strategy amid overseas expansion - Management emphasized a balanced approach to capital allocation, focusing on core local commerce cash flow while supporting new initiatives [100]

Financial Data and Key Metrics Changes - The company reported a revenue increase of 18.1% year over year, reaching RMB86.6 billion [5][27] - The cost of revenue ratio decreased by 2.3 percentage points to 62.6%, attributed to improved gross margins in the grocery retail business [27] - Total segment operating profit grew to RMB11.2 billion, up from RMB6.9 billion last year, with operating margin increasing from 9.5% to 13% [27][28] - Cash generated from operating activities increased significantly year over year to RMB10.1 billion [29] Business Line Data and Key Metrics Changes - The core local commerce segment achieved a revenue growth of 17.8%, reaching RMB64.3 billion, with operating profit improving to RMB13.5 billion [33] - The new initiatives segment saw a revenue increase of 19.2% year over year to RMB22.2 billion, primarily driven by grocery retail and overseas business [34] - The number of annual active in-store merchants increased by over 25% year over year in Q1 [17] Market Data and Key Metrics Changes - The company reported robust growth in on-demand retail, with significant demand expansion in non-food gifting categories during the Valentine's Day period [31] - The Meituan InstaMart business captured heightened consumer spending during key holiday periods, with order volume increasing by about 50% year over year [32] - The number of transacting users for Meituan instant shopping exceeded 500 million, with young consumers born after 1990 accounting for two-thirds of this figure [62] Company Strategy and Development Direction - The company plans to invest RMB100 billion over the next three years to drive high-quality growth in the food service industry [10][70] - The focus is on empowering merchants, elevating supply quality, stimulating consumption, and enhancing the overall business environment for restaurant merchants [70] - The company aims to leverage AI technology to refine user experience and improve merchant operational efficiency [25] Management Comments on Operating Environment and Future Outlook - Management acknowledged the irrational subsidy competition in the industry but expressed confidence in the company's ability to maintain market leadership [46][51] - The company anticipates volatility in short-term financial results due to intensified competition but remains committed to long-term growth [49][52] - Management emphasized the importance of enhancing the quality of services and products to drive sustainable growth in the food delivery industry [48] Other Important Information - The company has launched a new pension pilot program for couriers, aimed at enhancing their rights and interests [74] - The Bright Kitchen program aims to improve food safety and quality by encouraging high standards among food delivery merchants [72] - The company is expanding its overseas business, with significant progress in markets like Hong Kong and Saudi Arabia, and plans to enter Brazil [81][90] Q&A Session Summary Question: Impact of JD's subsidy program on order volume growth - Management stated that they are prepared to take necessary actions to maintain competitiveness and highlighted the importance of their established market position [39][46] Question: Strategy for expanding Meituan Insta Shopping - Management confirmed robust growth in non-food categories and emphasized the importance of expanding product coverage and quality standards [58][60] Question: Details on the RMB100 billion food subsidy promotion plan - Management outlined the plan's focus on empowering merchants, elevating supply quality, and stimulating consumption [70][73] Question: Progress of KITA in Hong Kong and Saudi Arabia - Management reported strong growth in both regions and outlined plans for further expansion [81][90] Question: Capital allocation strategy amidst increased overseas investments - Management emphasized a balanced approach to capital allocation, focusing on core local commerce cash flow while supporting new initiatives [98]

2023 Interim Results Presentation CONCORD NEW ENERGY GROUP （0182.HK） —— An Experienced Wind & Solar Developer and Operator 1st Aug. 2023 2023 Interim Result Presentation 2023 Interim Result Presentation Disclaimer 2 • This document has been prepared for general information purposes only and is not, and should be not construed as, an offer for sell or a solicitation of an offer to buy any securities • Information and opinions contained herein have been compiled in good faith by Concord New Energy Group Limit ...