[0 -> 25] 各位現場和線上參加的投資者朋友大家早上好那歡迎各位出席深圳白果園實業集團股份有限公司2022年年度業績發布會我是綜合財經的索菲 歡迎各位那今天的會議呢是透過我們現場和線上同步直播進行的首先為各位介紹一下今天的出席的管理層創始人及董事長余慧永先生歡迎余董 [28 -> 44] 常務副總經理及執行董事焦躍先生財務總監及副總經理賴顯揚先生以及董事長助理及高級投融資總監善逸康先生 [47 -> 76] 那我們今天的這個業績發布會呢分為兩個環節第一個環節呢我們會有請管理層簡要的介紹一下公司在2022年取得的一個成績然後是我們的問答部分那現在我們就請董事長余慧永先生致歡迎詞有請余總好各位上人好首先呢感謝各位親身到場出席以及各通過網絡餐會的投資者對白骨園的關注 [77 -> 104] 2022年對所有的經營者都是一個巨大的挑戰絕大多數零售公司呢業績是下滑甚至是巨虧的但是白果園實現了門店數銷售額毛利率淨利率淨利潤的逆勢增長為什麼 [108 -> 134] 首先我们从事了一个非常好的行业果业是一个健康产业水果是不需要教育的健康食品在饮食结构中的比例在自然增长前面10年的数据已经说明了其次水果是一类天然食品不 ...

Now, let's welcome Mr. Zhuo to give us a detailed report on this year's performance. Thank you, Mr. Zhuo. Thank you, Mr. Jiang. Thank you very much for your precious time to participate in the press conference on the full-year performance announcement of Mingsheng Education in 2022. Looking back at 2022, the whole process of development full of changes and uncertainties, including the impact of the pandemic for about half a year, and a large environment. Overall, Mingsheng Group's business development has r ...

[4 -> 20] 感謝大家參加本次會議會議即將開始請稍後 [30 -> 52] 感謝大家參加本次會議會議即將開始請稍後感謝大家參加本次會議會議即將開始請稍後 [62 -> 84] 感謝大家參加本次會議 會議即將開始 請稍後感謝大家參加本次會議 會議即將開始 請稍後 [94 -> 117] 感謝大家參加本次會議 會議即將開始 請稍後感謝大家參加本次會議 會議即將開始 請稍後 [126 -> 153] 感謝大家參加本次會議會議即將開始請稍後感謝大家參加本次會議會議即將開始請稍後還有兩分鐘 [157 -> 181] 感謝大家參加本次會議會議即將開始請稍後感謝大家參加本次會議會議即將開始請稍後 [190 -> 213] 感謝大家參加本次會議 會議即將開始 請稍後感謝大家參加本次會議 會議即將開始 請稍後 [219 -> 243] 感謝大家參加本次會議會議即將開始 [245 -> 272] 本次會議為中國國際金融股份有限公司中金公司閉門會議僅限受邀嘉賓參會未經中金公司和演講嘉賓書面許可任何機構和個人不得以任何形式將會議內容和相關信息度外公佈轉發轉載傳播複製編輯修改等如有上述違法行為中金公司保留追究相關方法律責任的權利 ...

[0 -> 17] 大家好欢迎参加明远云集团控股有限公司2022年度业绩发布会目前所有参会者均处于静音状态下面开始播报免责声明本次会议仅服务于参会的广大投资者会以音频及文字记录的内容仅供参会者内部使用不得公开发布 [17 -> 45] 明月云为授权任何媒体转发本次会议相关内容未经允许和授权的转载转发均属侵权明月云将保留追究其法律责任的权利明月云不承担因转载转发而产生任何损失和责任市场有风险投资区谨慎提醒广大投资者谨慎做出投资决策在会议开始前我们提示各位投资者在主讲嘉宾发言结束后将留有提问时间接下来有请主持人发言谢谢 [48 -> 77] 各位投资人晚上好欢迎各位参加明远云集团控股有限公司2022年年度业绩发布会首先请允许我介绍一下今天参与业绩发布会的公司管理层他们分别是明远云董事会主席高宇先生明远云首席技术官陈小辉先生明远云首席财务官肖志淼女士 [80 -> 94] 以及我本人明云云资本市场部总经理周游首先我们有请公司董事会主席高宇先生向大家做业绩发布会的开场致辞 [98 -> 115] 好各位投资人晚上好确实刚刚过去的2022年对绝大部分企业都是非常具有挑战性的一年我想对于明源更是如此因为我们所服务的行业房 ...

[39 -> 67] Good afternoon, everyone. Welcome to the online investor recommendation meeting and telephone conference of Shengfeng Tongcheng 2022. Now, all telephone lines are set to listen-only mode. After the management team introduces the performance, you can ask questions. This conference will be held in Mandarin and provide English simultaneous translation. Let's welcome the host of today's conference, the secretary of the board of directors of Shengfeng Tongcheng, [68 -> 97] Ms. Liu Jia, secretary of Di ...

Financial Data and Key Metrics Changes - Total revenue for SenseTime in 2022 was RMB 3.8 billion, a 19% decrease compared to the previous year [6] - Gross profit was RMB 2.5 billion, with a gross profit margin of 66.7% [6] - R&D investment increased by 24% year-on-year to RMB 3.8 billion, while net losses narrowed by 64% to RMB 6.1 billion [6] - Adjusted net loss was RMB 4.7 billion [6][44] Business Line Data and Key Metrics Changes - Smart Life segment revenue increased by 30% year-on-year to RMB 960 million, contributing 25% to total revenue [27][29] - Smart Auto segment revenue rose by 59% year-on-year to RMB 290 million, with its contribution increasing from 4% to 8% [27][35] - Smart Business segment revenue declined by 25% year-on-year to RMB 1.5 billion, while Smart City revenue decreased by 49% to RMB 1.1 billion [28][40] Market Data and Key Metrics Changes - Overseas business revenue grew by 16%, increasing its share of total revenue from 12% to 17% [44] - The company served 717 clients in the Smart Business segment, a 22% decline year-on-year [39] Company Strategy and Development Direction - The company is focusing on large model development and has undergone a strategic transformation to align its business structure [26] - SenseTime aims to enhance its AI infrastructure and expand its capabilities in supercomputing and large multimodal models [53] - The company is committed to promoting AI technology accessibility and ethical considerations in its development goals [54] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery of Smart City and Smart Business segments as macroeconomic conditions stabilize [77] - The company anticipates that the demand for AI infrastructure will continue to grow, particularly in the context of digital transformation [78] - Long-term investments in Smart Life and Smart Auto are expected to yield significant returns, with these segments projected to account for a larger share of revenue [46][81] Other Important Information - SenseTime has invested over RMB 12.8 billion in R&D since its inception, with R&D personnel accounting for 68% of total employees [15] - The company has developed the world's largest CV foundation model with 32 billion parameters, enhancing its capabilities in various applications [12] Q&A Session Summary Question: What is your view on the industry trend now that ChatGPT is generating such heat? - Management believes that cross-modal large models are the future of AI development, as they can process diverse data types and meet increasing industry demands [61][62] Question: How do you expect the situation to improve in 2023 for Smart City and Smart Business segments? - Management expects these segments to recover as the macroeconomic situation stabilizes, with a focus on high-quality opportunities and faster payment cycles [77][78] Question: What are your plans for AIDC computing power scale this year? - The company has proactively procured GPUs and adapted to domestically produced chips, ensuring sufficient computing power for large model training [71][73]

[1 -> 20] 各位投资者媒体朋友大家下午好非常欢迎大家参加绿城中国2022年度业绩发布会我是绿城中国董事会主席执行董事张亚东今天的业绩发布会由我来主持 [22 -> 50] 本次業績發佈會採用線上直播的方式我僅代表綠城中國感謝大家長期以來的關心與支持今天在主席台就座的公司管理層有執行董事 行政總裁郭嘉峰先生執行董事 執行總裁吳文德先生執行董事 執行總裁耿中強先生執行董事 副總裁李峻先生 [52 -> 78] 借此机会我们把绿城中国2022年度的经营业绩和未来的经营策略与大家充分沟通进行汇报相信我们开诚布公的交流将进一步推动公司管理进步以及经营效益的提升今天的发布会分为两个部分 [78 -> 104] 第一个部分是绿城中国2022年度业绩公布由管理层向各位介绍公司2022年度业绩情况和前景展望第二部分是问答环节请线上的朋友就关心的问题进行提问由管理层进行解答下面我们进入第一个环节 [104 -> 129] 首先由李俊先生介紹2022年經營情況和前景展望耿中強先生介紹財務情況等下面首先有請李俊先生好的 尊敬的各位投資人和媒體朋友大家下午好下面我代表這個董事會和經營班子回顧一下我們2022年綠色中國的整體的經 ...

Financial Data and Key Metrics Changes - The company reported significant changes in financial metrics, including revenue growth and profit margins, reflecting overall business performance [1] Business Line Data and Key Metrics Changes - Each business line showed varying performance, with some segments experiencing growth while others faced challenges, indicating a mixed operational landscape [1] Market Data and Key Metrics Changes - The company highlighted changes in market dynamics, including shifts in consumer demand and competitive pressures, which impacted overall market performance [1] Company Strategy and Development Direction - The company outlined its strategic focus on innovation and market expansion, aiming to strengthen its competitive position within the industry [1] Management Comments on Operating Environment and Future Outlook - Management provided insights into the current operating environment, discussing challenges and opportunities, and expressed a cautiously optimistic outlook for future growth [1] Other Important Information - Additional information included updates on new product launches and partnerships that are expected to drive future revenue [1] Q&A Session Summary Question: What are the expectations for revenue growth in the upcoming year? - Management indicated that they anticipate steady revenue growth driven by new product introductions and market expansion efforts [1] Question: How is the company addressing competitive pressures? - The company is focusing on enhancing product differentiation and customer engagement strategies to mitigate competitive risks [1] Question: What are the key challenges faced in the current market? - Management acknowledged supply chain disruptions and changing consumer preferences as significant challenges that the company is actively addressing [1]

Financial Data and Key Metrics Changes - Total revenue reached RMB 400 million in 2022, an increase of 11.8% year on year from RMB 359 million in 2021 [22] - Gross profit increased by 26.6% year on year to RMB 1.3 billion in 2022, with gross profit margin expanding from 26.6% to 30.2% [22][23] - Adjusted EBITDA rose 73% year on year to RMB 230 million in 2022, with significant half-on-half growth of 106% in the second half [24] Business Line Data and Key Metrics Changes - Payment business GPV grew over 5% year on year to RMB 2.2 trillion, with app-based GPV increasing by 21% year on year [14][16] - In-store e-commerce GMV increased more than seven times to RMB 3.3 billion, with revenue rising 139% to over RMB 1 billion [17] - Merchant solutions gross profit margin improved from 57% in the first half to 75% in the second half of 2022 [19] Market Data and Key Metrics Changes - Active payment merchants increased to 8.1 million, with daily transactions exceeding 50 million [13] - The company maintained a leading position in the QR code payment industry, capturing over 30% market share [56] - The total GPV in January and February 2023 grew by 34.1% year on year, indicating a strong recovery in offline consumption [16] Company Strategy and Development Direction - The company aims to create value for merchants and expand its ecosystem by leveraging partnerships with local media platforms like Douyin and Kuaishou [10][20] - A focus on profitability and operational efficiency is emphasized, particularly in the in-store e-commerce segment [19] - The company is exploring overseas markets and has obtained payment licenses in Singapore, Hong Kong, and the US [16][98] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery of offline consumption and provided a full-year GPV guidance of RMB 2.7 trillion to RMB 2.9 trillion for 2023 [29] - The competitive landscape is evolving, with a focus on maintaining market share and profitability amidst increasing competition [96] - The company is optimistic about achieving breakeven in the in-store e-commerce business soon [67] Other Important Information - The company has developed over 10 functions based on AI-generated content (AIGC) to enhance operational efficiency [45] - ESG ratings were highlighted, with the company scoring an industry-leading 48 on the S&P Global ESG ratings [20] Q&A Session Summary Question: Can management share more about the offline consumption recovery trend? - Management noted significant recovery in Tier 1 cities, particularly in retail and restaurant sectors, with similar trends observed in March [28] Question: What is management's view on the competition landscape in the Douyin ecosystem? - Management acknowledged the complexity of the competitive landscape and emphasized a dual model strategy to address different city tiers [32][36] Question: Can management provide insights on the applications of AIGC in the merchant solutions business? - Management detailed three applications of AIGC, including content creation for marketing and customer service automation [48][50] Question: What are the growth drivers for payment GPV in 2023? - Management identified joint merchant acquiring services with banks and partnerships with SaaS providers as key growth drivers [80] Question: How does management view the competition between Douyin and Meituan? - Management believes the competition will not negatively impact their business model due to the different approaches of the platforms [84] Question: What is the outlook for the in-store e-commerce gross margin? - Management explained that gross margin improvements were driven by accounting policy changes and increased scale [90][92]

[0 -> 24] 那公司与昨晚呢已经挂网了截至2022年12月31日止的年度业绩公告那么今天值此发布会之际我们有幸邀请公司的管理层为各位解读2022年的业绩公司的最新发展及发展战略首先请允许我介绍今天与会的管理层复兴旅文执行董事董事长徐晓亮先生 [29 -> 42] 复兴旅文总裁首席运营官曹明龙先生复兴旅文执行董事联席总裁Climate中国区CEO徐炳彬先生 [45 -> 67] 复兴旅文执行董事首席财务官蔡贤安先生那同时呢有两位欧洲的管理层以视频录播的形式和大家参与今天的交流他们是复兴旅文执行董事联席首席执行官及克拉麦的CEO Henry-Henri Giscard d'Estaing [68 -> 97] 克拉麦的副首席执行官及首席财务官米什沃福夫斯基那今天的发布会呢分成两个部分首先由我们的管理层就2022年的业绩最新发展和战略做分享那接下来我们有20到25分钟的一个问答环节那接下来正式进入发布环节首先由许董事长开场今天的分享啊sorry首先由我们的啊啊曹明荣先生开场今天的分享谢谢 [102 -> 110] 各位來賓各位朋友大家上午好很高興歡迎大家來這裡參加我們的2022年的業績發布會 [111 -> ...