三只松鼠 24Q1 业绩说明会交流要点 20240417 #全年收入目标有望上调,维持3-3.5%净利率目标不变 24Q1 经营基本情况： 短视频 Q1 收入超 10 亿，占比近 30%（去年同期不到 20%)，同比双位数增长；综合电商占 比 40%左右，同比+50%以上; 分销占比 17-18%, 同比翻倍。 Q1 管理费用率: 优化较多,系优化组织结构,较过去互联网货架电商红利下组织管理的精细度的提升(目前 2600 人左右，19 年 4500 人)。 24Q2 经营展望: 收入预计保持高速增长，利润去年同期亏损 3000 万，#今年 Q2 规划减亏，具体来看：1) 加大抖音内容端投入，打造品牌势能，有益于全渠道均衡发展;2）去年试点终端日销,反 响较好, 4/8 召开内部规划会, 分销下沉市场机会较大, 内部优先进行产品适配及组织调整, 在此基础上做渠道开发，4月分销动作预计有较多调整。 供应链优化: 目前过亿单品 15 款左右，部分实现自主制造，今年在坚果上持续深耕，后续规模较大的坚 果都会覆盖：零食主要代工，优选部分大单品创新供应链，同合作伙伴共同优化全链路等, 采购和制造端口的优化预计带来成本端大 ...

神州泰岳20240418 全文概要 该会议讨论了神州泰岳2023年的财务表现、业务板块成绩以及 未来发展战略。神州泰岳2023年营收达到59.62亿元，同比增 长24.06%,净利润8.87亿元，同比增长63.84%,扣非净利润 8.29亿元，同比增长85.77%。基本每股收益0.4550元，同比 增长60.14%。游戏业务是公司收入的主要来源，实现44.97亿 元的收入，同比增长26.51%,软件业务也有所增长，收入为14.65 亿元，同比增长17.08%。 公司的游戏业务因精品策略和长线运营战略实现显著增长，核心 产品《旭日之城》和《战火与秩序》季度环比增长，充值流水分 别达到9.26亿元和2.90亿元。计算机业务方面，云服务和 Al 领域的快速发展带来了营收增长和结构调整的成果，特别是与亚 马逊云合作，服务超过400家中国出海企业，并计划提供更多增 ...

Financial Data and Key Metrics - No financial data or key metrics provided in the documents [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20] Business Line Data and Key Metrics - No specific business line data or key metrics provided in the documents [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20] Market Data and Key Metrics - The dexterous hand market is expected to grow significantly with the development of industrial automation and technology普及. By 2030, the global humanoid robot dexterous hand market size is conservatively estimated to reach 32.06 billion yuan, and optimistically could reach 87.97 billion yuan, with a compound annual growth rate of 109.3% [11] - Tesla's humanoid robot prototype has been released, and mass production is expected within 3 to 5 years, potentially reaching a scale of millions. By 2030, humanoid robot sales are conservatively estimated to reach 1 million units, and optimistically could reach 2.7 million units [11] Company Strategy and Industry Competition - The dexterous hand market is dominated by international players with strong technological advantages and industrial chain resources. Chinese participants include companies like Yishi Robotics, 40 Robotics, and Tencent, as well as research institutions such as the Chinese Academy of Sciences and Harbin Institute of Technology [10] - Yishi Robotics, as a leading company in the commercial-grade dexterous hand field, has developed China's first commercial-grade five-finger dexterous hand, which can achieve flexible grasping and meet the basic requirements of humanoid robots. It is expected to gain market share with its price advantage [10] Management Commentary on Operating Environment and Future Outlook - No direct management commentary on the operating environment or future outlook provided in the documents [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20] Other Important Information - Dexterous hands are advanced robotic end-effectors that mimic human hand grasping and manipulation capabilities. They typically have three or more fingers with at least 9 degrees of freedom, offering higher flexibility and operational complexity compared to traditional robotic end-effectors [2][4][5] - Key elements of dexterous hands include dexterity, grasping ability, and reliability. Dexterity is related to the number of fingers, degrees of freedom, and actuators. Grasping ability is measured by the grasp-to-weight ratio, and reliability refers to the ability to operate normally in different environments and conditions [15][16] - The technical routes for dexterous hands include structural forms and drive analysis. Structural forms are divided into external drive, internal drive, and hybrid drive. Drive analysis includes motor, pneumatic, hydraulic, and shape memory alloy drives [16] - Gear transmission technology in industrial robots offers high flexibility and independent manipulation of each finger, suitable for precision tasks and prosthetic fields. However, it is complex, prone to failure, and costly [16] - Rope-driven transmission technology, widely used in industrial robots, simulates human tendon transmission and is applied in aviation, research, and medical fields. Tesla's dexterous hand uses rope-driven transmission with hollow cup motors and anti-reverse drive devices [16] - Sensing technologies in dexterous hands include internal sensors (motion and force sensors) and external sensors (proximity and tactile sensors). Multi-sensory fusion is a development direction to enhance operational precision and intelligence [17][18] Q&A Session Question: What are the technical characteristics of dexterous hands when performing delicate tasks? - Dexterous hands can achieve precise force control. For example, Tesla's second-generation dexterous hand is equipped with tactile sensors at each fingertip, allowing it to apply appropriate force when handling fragile objects like eggs. The robot brain issues commands to the actuators to increase or decrease force for precise operations [15] - The three key elements of dexterous hands are dexterity, grasping ability, and reliability. Dexterity is related to the number of fingers, degrees of freedom, and actuators. Grasping ability is measured by the grasp-to-weight ratio, and reliability refers to the ability to operate normally in different environments and conditions [15][16] Question: What are the applications and characteristics of rope-driven transmission technology in industrial robots? - Rope-driven transmission technology simulates human tendon transmission and is widely used in industrial robots. It is applied in aviation, research, and medical fields. Tesla's dexterous hand uses rope-driven transmission with hollow cup motors and anti-reverse drive devices [16] Question: What is the market space for dexterous hands in the humanoid robot field? - The market space for dexterous hands in the humanoid robot field is expected to grow significantly with the development of industrial automation and technology普及. By 2030, the global humanoid robot dexterous hand market size is conservatively estimated to reach 32.06 billion yuan, and optimistically could reach 87.97 billion yuan, with a compound annual growth rate of 109.3% [11] - Tesla's humanoid robot prototype has been released, and mass production is expected within 3 to 5 years, potentially reaching a scale of millions. By 2030, humanoid robot sales are conservatively estimated to reach 1 million units, and optimistically could reach 2.7 million units [11]

安图生物23年报及24一季报交流240419原文 2024年04月19日11:36 发言人100:00 防二道贩子搬运转卖 发言人200:24 设运转卖， 昨天晚上公司的这个财报发布出来之后，相信大家的关注度非常高。我们可以看到2023年，公司的业绩 非常平稳。2024年的一季度的业绩，应该是比大家想象的要更好一些。所以今天我们也请公司两位领导 来跟各位交流一下公司的这个经营状态，以及对2024年全年的一个展望。今天的交流，首先请黄总跟各 位介绍一下年报以及一报的一个业绩经营情况。后面接下来请与会的各家券商分析师老师先跟向公司管 理层提问。最后再如果有没有时间的话，请线上投资者提问。好的，方总，首先请您大概介绍一下业绩 情况。 发言人301:42 好的，各位投资者，各位家长朋友，大家早早上好。业绩的一年报和一季报的经营情况，我估计大家都 看到了。去年的收入去年那个收入和利润，今年的收入，一季报的利润和收入都大家都知道了，我就不 再耽误大家时间，我把可能个别代理，个别很个别投资者没有看到我们的今天那个就是几个拆分情况。 发言人302:06 更多内容关注” 搬运转卖， 发言人302:23 核酸点的实际是1740万 ...

欢迎参加中芯国际2023年第四季度业绩说明会。今天的会议将同时通过网络和电话进行直播。请注意,如果您通过电话加入会议,您的播入则处于接听模式。在管理层发言结束后,我们将进行问答环节。届时,您将收到关于如何参与问答的指示。 Welcome to Semiconductor Manufacturing International Corporation's 4th Quarter 2023 Webcast Conference Call.Today's call will be simultaneously structured internet and telephone.Please be advised that if you join a meeting by phone, your dial-ins are in listen-only mode.However, after the conclusion of the management's presentation, we will have a question and answer session.At this time, you recei ...

欢迎参加中芯国际2023年第三季度业绩说明会。今天的会议将同时通过网络和电话进行直播。请注意,如果您通过电话加入会议,您的播入只处于接听模式。在管理层发言结束后,我们将进行问答环节。届时,您将收到关于如何参与问答的指示。 Welcome to Semiconductor Manufacturing International Corporation's 3rd Quarter 2023 Webcast Conference Call.Today's call is simultaneously streamed through the internet and telephone.Please be advised that if you join a meeting by phone, your dial-ins are in listen-only mode.However, after the conclusion of the matchmaker's presentation, we will have a question and answer session.At this time, you ...