各位尊敬的投资者下午好欢迎各位抽空参加滨海投资2022年中期业绩发布会我们早前已经把公司的简报发送到各位的电邮如果您没有收到或者有任何问题请联系DLK我们会尽快为您提供协助在我们的发布会正式开始之前先让我为各位介绍一下今天出席的各位领导 分别有滨海投资的执行董事兼总经理高亮先生大家下午好副总经理兼董事会秘书尹富刚先生大家下午好副总经理兼财务总监习明先生大家下午好总经理助理兼董事会办公室主任王美丽女士 大家下午好 谢谢各位今天的发布会会分为两个部分在第一个部分各位领导将会针对滨海投资2022年的中期业绩投资亮点财务分析以及发展战略为我们进行深入的讲解之后就是问答的环节如果您有问题可以在我们现在的您看到的平台之中互动一栏输入您的问题我们稍后会为您读出并邀请领导为您解答 现在我们就先把时间交给习总为我们来解释一下我们的接下来的一个中期业绩还有未来发展战略的情况有请谢谢首先感谢各位投资者抽空参加我们的中期业绩的推介会下面由我来给大家一块分享一下我们的中期业绩包括我们的一些亮点 2022年上半年我们面对高油价高气价包括新冠肺炎的肠胃效应多重压力下我们的2022年的中期业绩依然取得了非常亮眼的成绩2022年上半年我们实现 ...

Financial Data and Key Metrics Changes - In Q2 2022, the company's revenue was $1,903 million, a sequential increase of 3.3% and a year-over-year increase of 41.6% [2][4] - Gross margin was 39.4%, down 1.3 percentage points sequentially but up 9.3 percentage points year-over-year [2][4] - Operating profit was $539 million, a sequential increase of 0.6% and a year-over-year increase of 0.3% [2][4] - EBITDA reached a historical high of $1,220 million, with a sequential increase of 7.4% and a year-over-year increase of 3.7% [2][4] - Total assets at the end of Q2 were $40.5 billion, with total liabilities of $13.1 billion and total equity of $27.3 billion [3] Business Line Data and Key Metrics Changes - Revenue from the smartphone segment accounted for 25%, while smart home and consumer electronics contributed 16% and 24% respectively [7][9] - The smart home segment grew by 24% sequentially, driven by demand for wireless network routers [8][9] - Consumer electronics saw an 8% sequential growth due to increased demand for high-end analog MCU platforms [8][9] - The industrial segment grew by 18% sequentially, indicating robust demand in that area [8][9] Market Data and Key Metrics Changes - Revenue distribution by region remained stable, with mainland China and Hong Kong accounting for 69%, North America for 19%, and Europe and Asia for 12% [7][9] - The company noted a structural differentiation in demand across various application areas, with automotive electronics and green energy maintaining solid growth [6][8] Company Strategy and Development Direction - The company is strategically adjusting its production capacity to avoid oversupply in saturated markets, focusing on high-value products like power management and high-end MCUs [6][10] - The management emphasized the importance of flexibility in manufacturing lines to quickly respond to market changes [10][11] - The company plans to continue investing in capacity expansion while being cautious and market-driven [12][13] Management's Comments on Operating Environment and Future Outlook - The management highlighted that the semiconductor industry is currently facing a dual-cycle impact, with macroeconomic slowdown and an industry downturn [5][6] - They expect the structural shortage in certain segments to persist into the second half of the year, prompting adjustments in production capacity [12][13] - The management expressed confidence in the long-term growth of the domestic foundry market despite short-term adjustments [13] Other Important Information - Capital expenditures in the first half of the year totaled $2.5 billion, increasing monthly capacity by 53,000 8-inch wafers [12][13] - The company has a solid customer base and is optimizing its customer structure to enhance cooperation with top clients [11][12] Q&A Session Summary Question: Impact of cyclical adjustments on utilization - Management noted that the most significant impact is seen in the smartphone sector, where demand has dropped significantly due to high inventory levels [14][15] Question: Price environment and long-term agreements - The management indicated that while some prices may drop, long-term agreements (LTA) are expected to remain stable [16][17] Question: Company's response to the current down cycle - The management explained that the external economic downturn and internal oversupply are the main factors affecting the current cycle, with a focus on maintaining flexibility and readiness [18][19] Question: Future capital expenditure plans - The management stated that capital expenditure plans will remain stable and cautious, with a focus on long-term growth [28][29]

Financial Data and Key Metrics Changes - The company reported a 2% increase in revenue compared to the second quarter of the previous year, with a 12% increase on an adjusted basis [2] - Adjusted pre-tax profit rose by 13% year-over-year, supported by strong cost control [2][6] - The effective tax rate is expected to be around 10% for 2022, benefiting from a $1.8 billion deferred tax asset credit [6] Business Line Data and Key Metrics Changes - The company has seen strong performance in its wealth and personal banking segments, particularly in Asia, with significant growth in lending balances and revenue [4][5] - The commercial banking segment reported a 20% increase in revenue, driven by strong customer activity and market conditions [4] - The financial and private banking sectors experienced a 9% growth in new assets in the first half of the year [4] Market Data and Key Metrics Changes - Revenue growth was reported across various regions: 19% in the UK, 5% in Hong Kong, and 18% in Asia [4] - The global banking and markets business saw a 14% increase in revenue, reflecting strong client activity and market conditions [4] - The company’s international client business is significant, with 45% of wholesale client business booked cross-border [8] Company Strategy and Development Direction - The company is focused on transforming its operations to enhance profitability and efficiency, particularly in high-growth regions like Asia [2][4] - There is a commitment to maintaining a strong international presence and leveraging global trade connections to support client needs [8] - The board is exploring alternative structural options but believes the current strategy is the safest and most effective way to achieve high profits [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company’s ability to navigate the current economic environment and capitalize on rising interest rates [2][6] - The outlook for 2023 and 2024 includes expectations for at least $3.7 billion in profit, with a focus on maintaining a 12% return on equity [5][10] - The management team is closely monitoring economic indicators and adjusting strategies accordingly to mitigate risks [6][16] Other Important Information - The company is committed to investing in technology and digital services to enhance customer experience and operational efficiency [5][10] - There is a focus on sustainable finance and investment, with a strong pipeline of green and sustainable funding opportunities [5] Q&A Session Summary Question: What are the growth prospects in Asia? - Management highlighted strong growth opportunities in Asia, particularly in commercial banking and trade, with significant investments being made in the region [13] Question: How does the company plan to manage capital actions? - The company is focused on maintaining a strong capital position while pursuing strategic growth opportunities, with plans to adjust capital management actions based on market conditions [14][15] Question: What is the outlook for interest rates and their impact on profitability? - Management indicated that rising interest rates are expected to positively impact profitability, with a focus on managing interest rate sensitivity effectively [15][16]

非常感谢大家抽时间参加HOMA高尔夫2022财政年度全年业绩公布媒体线上沟通会首先我会为大家介绍今天在线的管理层他们包括首席财务官兼首席营运官边卫文女士投资者关系总监陈丽珠女士首先我把时间交给 陈女士介绍一下公司2022年财政年度业绩的表现之后我们会有一个问答环节到时候各位媒体朋友可以用zoom的直手功能提问或者可以在问答视窗输入问题下面我先将时间交给陈女士有请 各位分析师朋友 媒体朋友富途和智通大陆眼平台的各位投资人朋友 大家好欢迎各位波荣参加鸿马高尔夫2022财年全年业绩发布会我们将在接下去的一小时为大家分享这一年的业务进展和取得的成绩并期待在问答环节和大家进行交流截至2022年 3月31日的年度红马交出了一份令人满意的成绩单首先对首次参加公司发布会的朋友我先简单介绍一下红马 欧马高尔夫成立于1959年是高尔夫业内最富盛名的标志性品牌之一公司以精湛的工艺、卓越的性能以及无与伦比的产品质量而闻名融合先进的创新科技以及日本的传统工艺为全球高尔夫球手提供高端、高性能的高尔夫球杆、球类、服装以及配件 作为全球唯一的垂直整合型高尔夫公司鸿马拥有自主设计开发及制造的能力在日本九天拥有占地16万平方米的研发和制造中心2 ...

Financial Data and Key Metrics Changes - The company reported its full-year performance for the fiscal year 2021 to 2022 during the conference [1] Business Line Data and Key Metrics Changes - Specific details regarding changes in various business lines were not provided in the content [1] Market Data and Key Metrics Changes - Information on market data and key metrics changes was not included in the content [1] Company Strategy and Development Direction and Industry Competition - The management team present at the meeting included key figures such as the Chairman and CEO, indicating a focus on leadership in strategic discussions [1] Management Comments on Operating Environment and Future Outlook - Management's comments regarding the operating environment and future outlook were not detailed in the content [1] Other Important Information - The conference was held to discuss the company's annual performance, indicating a commitment to transparency with investors and analysts [1] Q&A Session All Questions and Answers - No specific questions and answers from the Q&A session were provided in the content [1]