Workflow
森松国际(02155) - 2023 Q2 - 业绩电话会
2023-08-22 11:00
Group 1 - The conference call is for the mid-year performance announcement of Sansong International for 2023, and all participants are currently muted [1] Q&A Session All Questions and Answers Question: What is the outlook for Sansong International's growth? - The company has not provided specific guidance for growth beyond the current fiscal year, but it remains optimistic about maintaining a healthy growth trajectory based on current market conditions [1]
快手(01024) - 2023 Q2 - 业绩电话会
2023-08-22 11:00
[1 -> 5] Good day, ladies and gentlemen. Thank you for standing by. [5 -> 11] Welcome to the Kuaishou Technology second quarter and interim 2023 financial results conference call. [11 -> 18] Please note that English simultaneous interpretation will be provided for the management's prepared remarks. [18 -> 22] And please join the English line, listen to the interpretation. [22 -> 27] The English line will be in listen-only mode. [27 -> 30] And now I will turn the call over to Mr. Matthew Zhao, [30 -> 35] VP ...
吉利汽车(00175) - 2023 Q2 - 业绩电话会
2023-08-22 07:50
[0 -> 2] 尊敬的各位媒体老师 [2 -> 4] 各位投资者朋友们 [4 -> 5] 大家下午好 [5 -> 7] 感谢大家的宝贵时间 [7 -> 9] 来参加我们吉利汽车控股有限公司 [9 -> 12] 2023年的中期业绩发布会 [12 -> 15] 特别也要感谢今天到现场的 [15 -> 18] 200多位媒体老师和投资者朋友们 [18 -> 21] 不远万里来到我们杭州湾的研究院 [21 -> 24] 见证这里正在发生的一切 [24 -> 27] 希望各位也对此提出宝贵的意见 [27 -> 29] 我是今天发布会的主持人赵洋 [29 -> 31] 首先请允许我介绍 [31 -> 34] 今天初期发布会的公司管理层 [34 -> 35] 他们是 [35 -> 38] 吉利控股集团CEO [38 -> 40] 吉利汽车控股有限公司副主席 [40 -> 47] 执行董事李东辉先生 [47 -> 49] 吉利控股集团总裁 [49 -> 51] 吉利汽车集团董事长 [51 -> 53] 吉利汽车控股有限公司执行董事 [53 -> 60] 极客智能科技CEO安冲辉先生 [60 -> 63] 吉利汽车控股有限 ...
瑞安房地产(00272) - 2023 Q2 - 业绩电话会
2023-08-22 01:00
Financial Data and Key Metrics Changes - The Group revenue increased by 46% to RMB 6.4 billion in the first half of 2023 compared to the same period in 2022 [7] - Profit for the period rose by 17% year on year to RMB 913 million, while profit attributable to shareholders increased by 37% year on year to RMB 618 million [7][24] - The net gearing ratio increased slightly to 50% as of June 30, 2023, compared to 45% at the end of 2022 [9][25] Business Line Data and Key Metrics Changes - Property sales in the first half increased by 90% to RMB 4.6 billion, primarily driven by the Panlong Tiendi project in Shanghai [8][19] - Total rental and related income was RMB 1.5 billion, representing a growth of 3% year on year [8] - The recognized property sales for the first half amounted to RMB 34.7 billion when including joint ventures and associates [12][20] Market Data and Key Metrics Changes - The retail portfolio occupancy averaged 91% as of June 30, with rental reversions remaining positive [13] - The office portfolio maintained an average occupancy rate of 88%, with Shanghai achieving an average occupancy of 92% [13][45] - The K-shaped market trend was noted, with solid demand in top-tier cities and quality products remaining high in demand [11][32] Company Strategy and Development Direction - The company aims to maintain prudent but proactive capital management to ensure strong liquidity and explore additional onshore financing channels [15] - Long-term expansion plans focus on Shanghai and other first-tier cities, emphasizing urban regeneration projects [15][39] - The company is well-positioned to capitalize on urban renewal opportunities, particularly in Shanghai, supported by recent government policies [39][40] Management's Comments on Operating Environment and Future Outlook - The management highlighted challenges such as geopolitical tensions, high inflation, and a poor economic outlook affecting consumer spending [4][5] - Despite these challenges, the company has seen an increase in profit and stable occupancy rates, indicating resilience [6][11] - The management expressed cautious optimism regarding urban regeneration policies that could provide new opportunities [5][39] Other Important Information - The company successfully issued the largest private green mortgage-backed onshore CMBS in April, valued at RMB 4.4 billion [9][29] - The interim dividend for 2023 was recommended at $0.32 per share, reflecting the group's financial performance [10] Q&A Session Summary Question: What are the company's strategies in the current market? - The company will continue to adopt flexible leasing strategies and enhance service quality to improve occupancy rates [50] - There is a focus on strengthening competitive advantages in community products and urban retreat offerings [50] Question: How is the company addressing the challenges in the property market? - The company is leveraging its strong brand and track record in urban regeneration to navigate the current market correction [39] - The management noted the importance of maintaining a balanced portfolio and proactive asset management [45]
小鹏汽车(09868) - 2023 Q2 - 业绩电话会
2023-08-18 12:00
[0 -> 10] Hello, ladies and gentlemen. Thank you for standing by for the second quarter 2023 earnings [10 -> 17] conference call for Xpeng Inc. At this time, all participants are in listen-only mode. [17 -> 22] After management's remarks, there will be a question and answer session. Today's conference [22 -> 27] call is being recorded. I will now turn the call over to your host, Mr. Alex Yeh, Head [27 -> 32] of Investor Relations for the company. Please go ahead, Alex. [32 -> 37] Thank you. Hello, everyone, ...
友谊时光(06820) - 2023 Q2 - 业绩电话会
2023-08-18 02:30
Financial Data and Key Metrics Changes - In the first half of 2023, the company faced significant challenges, including a tax impact of approximately 60 million, primarily due to prior losses in some subsidiaries that may not be recoverable [1][2] - The overall mobile game industry saw a year-on-year decline of 3.41%, with actual sales revenue slightly over 100 billion [1][3] - Sales and R&D expenses were aligned with revenue, with a notable decrease in sales expenses during the first half of the year [1][2] Business Line Data and Key Metrics Changes - The company reported a stable performance from existing products, with top sellers including "Fusheng Wenqing Ge" and "Lin Nuo" maintaining positions in the top 100 sales charts [1][3] - The new product "Fusheng Yiling Long" is progressing well, with a month-long paid testing phase yielding satisfactory data [1][2] Market Data and Key Metrics Changes - The overall market environment has been challenging, with a general decline in consumer spending and changes in traffic patterns affecting revenue [1][3] - The company is exploring the mini-game segment and casual gaming, recognizing the potential for growth in these areas [1][2] Company Strategy and Development Direction - The company aims to enhance project management and cost control, with a focus on product innovation over the next three years [1][2] - There is a commitment to exploring AI applications in game development, which is expected to improve efficiency and reduce costs [1][3] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that 2023 is a challenging year but expressed confidence in a positive outlook for the second half, driven by stable performance from existing products and careful management of new launches [1][2] - The company is optimistic about the potential for a turnaround in 2024, contingent on the success of new product launches and market conditions [1][3] Other Important Information - The company is actively pursuing overseas market opportunities, with a focus on customized products for international players [1][2] - There is an ongoing effort to optimize internal processes and enhance the quality of game offerings [1][3] Q&A Session Summary Question: What are the characteristics of "Fusheng Yiling Long" compared to similar products in the market? - The product features significant innovations in gameplay and exploration, with positive player feedback on its unique mechanics and artistic design [1][2] Question: What is the company's strategy regarding mini-games and casual gaming? - The company is monitoring the mini-game segment and has ongoing research and development efforts in this area, aiming to capitalize on emerging trends [1][3] Question: Can the company share any results from AI applications in game development? - AI has been integrated into various projects, leading to reduced development times and cost savings, with ongoing testing of new functionalities [1][2] Question: What is the outlook for the company's performance in 2023? - Management expects a positive trend in the second half of the year, with stable performance from existing products and careful management of new launches [1][3] Question: How is the company addressing the challenges faced in recent years? - The company is enhancing project management standards, adapting to market changes, and focusing on innovation in both gameplay and technology [1][2]
哔哩哔哩(09626) - 2023 Q2 - 业绩电话会
2023-08-17 12:00
[0 -> 15] Good day and welcome to Bilibili Second Quarter 2023 Financial Results and Business Update [15 -> 20] conference call. Today's conference is being recorded. At this time, I would like to turn [20 -> 26] the conference over to Juliet Yang, Executive Director of Investor Relations. Please go [26 -> 36] ahead. Thank you, operator. During this call, we'll [36 -> 42] discuss business outlook and make forward-looking statements. These comments are based on our [42 -> 49] predictions and expectations as ...
亿胜生物科技(01061) - 2023 Q2 - 业绩电话会
2023-08-17 08:30
接下来我很荣幸的向大家介绍出席本次业绩发布会的管理层他们是主席闫明炽先生大家好董事总经理方海舟先生大家好副董事总经理闫贤龙先生大家好首席财务总监邱丽文女士Hello 刚才主持人也介绍了一下益胜的基本情况我在这里再强调一下其实益胜是作为一家生物科技企业我们是拥有先进的和成熟的产品以及有很好的经营性先进比例 还有也拥有全流程的生物原料制剂的生产平台涵盖向低盐液 沿用凝胶 外用凝胶 液体制剂 动钢制剂等也有一系列吹逛风的单气炼平台 也成为了一家口腔科后面一系列的产品在新加坡的独家销售代理同时我们也发布了一项在家用官僚治疗高端品牌叫佩特 那么这个应该是充分的利用了医生在眼科跟外科这些优势我们是不断的获取产品来提高我们的收入跟利润医生的核心业务其实大家刚才也介绍过主要是有眼科和外科两个部分组成那么眼科的这个业务其实现在应该说是已经涵盖了我们从眼表 那么这个就是现在应该说艺术已经基本上打造起一个完整的这个眼科的产品组合那在这在大家在器械方面我们也含有一系列在这个像钢眼的器械还在布置之中对那么眼科的产品大家最突出的就是我们的背弧术系列那背弧术系列呢应该说经过了不断的 那么可见他的在目前的知名度和美意度以及临床的认可度也是非 ...
联想集团(00992) - 2024 Q1 - 业绩电话会
2023-08-17 07:00
[0 -> 5] Relations at Lenovo. Thanks everyone for joining us. Before we start, let me introduce our [5 -> 11] management team joining the call today. Mr. Yang Yuanqing, Lenovo's Chairman and CEO. [12 -> 18] Mr. Wang Yiming, Group CFO. Mr. Ken Wong, President of Solutions and Services Group. [19 -> 25] Mr. Chris Galgen, President of Infrastructure Solutions Group. Mr. Luca Rossi, President [25 -> 31] of Intelligent Devices Group. We will begin with Ernie's presentations and shortly after that, [31 -> 36] we ...
联想集团(00992) - 2023 Q1 - 业绩电话会
2023-08-17 07:00
[0 -> 5] Relations at Lenovo. Thanks everyone for joining us. Before we start, let me introduce our [5 -> 11] management team joining the call today. Mr. Yang Yuanqing, Lenovo's Chairman and CEO. [12 -> 18] Mr. Wang Yiming, Group CFO. Mr. Ken Wong, President of Solutions and Services Group. [19 -> 25] Mr. Chris Galgen, President of Infrastructure Solutions Group. Mr. Luca Rossi, President [25 -> 31] of Intelligent Devices Group. We will begin with Ernie's presentations and shortly after that, [31 -> 36] we ...