包括仿佛可能当然技术低一点但是仿佛去年的增速整个也是非常可观的这个可能会回应和一些大家觉得k型是在整个消费领域是不是这样分层至少从我们自己的品牌上来看我们八个品牌是有这样的迹象 然后全年的现金的金额是少一点经营活动现金确实跟我们去年整个因为在年初制定了比较高的目标之后我们在货品的投放总倍上就做的比较多所以整个少的数里面其实大家主要看到到后边存货上我们增加了4个亿的成品这个其实占用了比较多的一个现金当然了整个的规模还是接近10个亿的 首先欢迎大家来参加我们赢家时尚2024年的业绩交流会我简单介绍一下因为我们今天的人还是比较齐整的参加我们会议的公司管理层金董我们董事局主席然后还有我们的执行董事贺宏明女士然后是公司的CFO朱超超女士 接下来大概我花半个多小时给大家分享一下我们2024年的一个经营业绩的情况其实这里边主要是想告诉大家可能用尽短的时间让大家了解我们2024年公司的业务的一些变化包括我们所处的一个阶段然后我会同步的跟大家更新一下我们一季度的一个情况以及我们对2025年全年的一个展望 我们大概的一个指引是一个该大概是个什么样子第二个部分就是留给大家有什么需要在这个时候向管理层提问的需要我们再澄清的解释的我们 ...

SaaS的智能化上的话我们也是把自有的数字化办公系统来进行跟DeepSake的集成来实现这种AI知识库的助手AI知识库的火眼等等办公系统智能化的工作这个软件的话是我们在移动云上进行SaaS化进行售卖的一个软件目前是已经有超过大概5800家的企业在使用 使用这样的一个软件来进行内部的办公还有智能化的这样的一个服务的提供在人工智能之外呢就再向各位介绍一下我们在云计算领域的一个发展和规划目前在云计算的领域我们也是打造了全面的一个生态合作的这样一个生态合作的这样的一个图谱 那我们在这个公有云的领域还有私有云的领域还有包括这种云计算的SaaS领域都有一个全面的合作我们在这个整个生态里我们也是通过自己的这个我们的这个分销转售的平台还有我们自有服务的体系来提供从咨询设计到迁移到运维到用原生态的开发还有政治服务的这样的全生命周期服务的一个提供 在这个整个全生命周期的服务提供中我们也是积极在利用我们在多用管理领域的这样的一个自研的能力我们是在16年的样子就有启动我们在以Red Cloud系列为命名的这样的一个多用管理能力的一个打造我们是在24年的话我们是有帮到像类似国家电网来提供整个全国涉及到10万台以上这种云资源的这样的一个 ...

Summary of Conference Call Company and Industry Overview - The company is a leading technology firm focused on ICT solutions in the Asia-Pacific region, with a significant presence in Southeast Asia, including countries like China, Thailand, Singapore, Indonesia, the Philippines, Malaysia, Cambodia, Myanmar, and Laos [1][2][3] - The company has achieved an average revenue growth rate of 24% since its inception, with a gross profit margin exceeding 10% as of December 31, 2024 [1] Key Financial Metrics - Total asset ratio stands at 0.14 - Inventory days: 48 - Accounts receivable days: 72 - Accounts payable days: 68 - Operating turnover days: 52 [2] Revenue and Growth Highlights - AI business revenue is projected to reach approximately HKD 3.78 billion in 2024, reflecting a year-on-year growth of 42% [2] - Southeast Asian market performance has seen a year-on-year growth of 74% [2] - The company has experienced a fivefold increase in profitability over the past decade [2] - Revenue from domestic brands in Southeast Asia is expected to reach HKD 6.8 billion in 2024, a 14% increase year-on-year [2] AI and Cloud Services Development - The company is actively expanding its capabilities in AI and cloud services, aiming to integrate self-developed products with those of upstream and downstream partners to create comprehensive solutions [3][4] - The company has established a robust AI ecosystem, covering everything from computing resources to AI application deployment across various industries [4] - Plans to launch a new AI model management system, DeepSake, to enhance operational capabilities across over 30 AI computing centers [5][6] Strategic Partnerships and Collaborations - The company collaborates with major players like Huawei, VMware, and AWS to enhance its service offerings [8][12][13] - It has become the exclusive distributor for VMware in China and Southeast Asia, contributing to significant revenue growth [11] - The company is also focusing on expanding its presence in the Southeast Asian market, having gained control in the Philippines, which added approximately HKD 3 billion to its revenue [17] Future Outlook and Goals - The company anticipates an average growth rate of 20% over the next three years, driven by ongoing investments in AI and cloud services [21] - Plans to increase R&D investment in AI by 50% in 2025, with expectations of generating an additional HKD 100 million to HKD 300 million in revenue from AI-related products [14] - The company aims to maintain a stable dividend payout ratio of around 35%, balancing growth and shareholder returns [19] Additional Insights - The company has successfully integrated multiple computing centers into a cohesive service network, enhancing operational efficiency [7] - There is a growing demand for AI solutions among clients, with many transitioning from traditional computing to AI-driven applications [15][16] - The company is also targeting small and medium enterprises with lightweight cloud management platforms to capture a broader market share [10] Conclusion - The company is well-positioned for future growth in the ICT sector, particularly in AI and cloud services, with a strong focus on strategic partnerships and market expansion in Southeast Asia. The management remains optimistic about achieving sustained profitability and growth in the coming years [20][24]

欢迎出席益生生物科技2024年度业绩发布会今天出席会议的有益生生物科技总术会主席闫明志先生 董事总经理方海舟先生Managing Director Mr. 方海舟大家好副董事总经理严贤龙先生Deputy Managing Director Mr. Malcolm Young大家好首席财务总监邱丽文女士Chief Financial Officer Mr. Agnes YaoHello, good morning以及首席科学家薛琪博士and Chief Scientific Officer Dr. Quinn Xue 益社生物科技是一间专注于研发、生产和销售基因工程药物BFGF的生物制药企业拥有包括背复书、背复记、背复心在内的六种基因工程药物在中国上市销售此外,公司还拥有包含一系列不含防腐剂干剂量的眼液和视力顺软灵石落合碘胶囊等多元化产品组合 主席我们我们马上开始了可以打开摄像头你有回音回音很厉害对刚才Jeffrey关掉了对现在OK吗可以 好的我也再次提醒一下大家整个业绩会过程中除了播放视频的时候之外其他时候我们的视频都是打开的所以观众都是可以看到我们的提醒一下那么我们现在就开始了尊敬的各位投资者分析师大家上午 ...

一新篇章也让这场国民级的双向选择在网络上掀起热潮与都市丽人同行从不是配角而是贡献中国品牌神话的直笔人当纽约摩登古巷里流淌着东方肌理的温润 当伦敦太吾寺和尚敲动着中国制造的智慧当澀谷十字路口对东方的暖誉宫国美学对世界的宣礼嗨 哪吒嗨 都市丽人都市丽人 国民内衣全球内衣的中国大案 主任总裁郑永南先生自新董事兼首席秘书官险春祥先生副总裁首席财务官提出蔡维生先生 在接下来的会议将分为两部分首先会由葛贵华理财人回顾我们的有情况及介绍的未来发展策略第二部分就是论坛环节现在先由秦政总统总结2024年业绩主点好 谢谢我们线上和线下的各位投资人和媒体朋友大家下午好 欢迎各位来到中世纪未来的电子跑步会那我先简单的介绍一下2024年全面财务的一些重要的一些方面第一点的话呢是我们在2024年我们整个的收入是人民币30.1亿那比2023年增长了百分之九个亿电商的基金会资本盘的话也是人民币15.7亿比2023年增长了百分之一百零八 本公司拥有横滨币,应当利润是横滨币等级261,比2023年增长197。 在今年我们刚刚过去的这个峰会中我们决定每一股的泰息将是0.5仙这个从疫情之后恢复泰息的一个关键的一个点那我们这个2024年我们主要做的事 ...

Summary of the Conference Call Company Overview - The conference call is regarding the Q3 performance of Changjie Tong, a company undergoing a cloud transformation with a focus on subscription-based revenue models [1][2]. Key Points Financial Performance - For the first three quarters of the year, the total revenue reached 670 million, representing a year-on-year growth of 24% [3]. - Subscription business revenue has increased to approximately 70% of total revenue, indicating a significant shift towards a subscription model [2][3]. - Gross profit for the first three quarters was 480 million, up 36% year-on-year, with a gross margin of 71% [4]. - The company reported a reduction in losses by 81% compared to the same period last year, with losses narrowing to less than 30 million [4][5]. - The company expects to achieve a profit of approximately 70-80 million more than last year, excluding non-recurring items [5][6]. Operational Efficiency - Operating expenses (OPEX) as a percentage of revenue have been decreasing, with a notable drop from 98% in Q3 2022 to 79% in 2023 [6]. - The company has reduced its workforce by 40 employees, leading to an increase in revenue per employee, which is now 76,000 per month [8]. - The company aims for an annual revenue per employee to exceed 1 million in 2024 [8]. Market Position and Competition - The main competitors include Kingdee and other traditional tax reporting companies, with a focus on small and micro enterprises [12][13]. - The company emphasizes a SaaS model, contrasting with competitors who may engage in aggressive pricing strategies [13][14]. - The management is confident in maintaining a competitive edge through customer success and subscription retention strategies [13][14]. Industry Trends and Government Policies - Recent government measures aimed at stimulating the economy are expected to positively impact small and medium enterprises, which could benefit the company [15][16]. - The company is involved in government projects that provide subsidies to small businesses, enhancing their market opportunities [16][18]. Future Outlook - The company anticipates a strong Q4, traditionally a peak season, and is optimistic about achieving its annual profit targets [5][6]. - The management has set a long-term goal of maintaining a compound annual growth rate (CAGR) of over 20% for total revenue and over 25% for subscription revenue over the next three years [9][22]. - The company is focusing on integrating AI into its products to enhance user experience and operational efficiency [27][28]. Challenges and Risks - The company acknowledges the competitive pricing strategies of rivals and is preparing to counteract these tactics without compromising its pricing integrity [14][15]. - There are concerns regarding the impact of macroeconomic factors and regulatory changes on future growth [39]. Additional Insights - The company has been actively addressing issues related to software piracy and is taking legal action against offenders [41][42]. - The management is exploring opportunities for a potential return to the A-share market, contingent on favorable market conditions [40]. This summary encapsulates the key points discussed during the conference call, highlighting the company's financial performance, operational strategies, market positioning, and future outlook.

Summary of Conference Call Company Overview - The company, referred to as "创梦" (Chuangmeng), is a global gaming company with integrated capabilities in game publishing and development, focusing on high-quality business growth and stability in operations [1][2]. Key Business Segments Game Publishing - The company has a mature game publishing business, with long-lifecycle products such as "Subway Surfers" and "Dream Garden" contributing to revenue [2]. - New releases like "Mecha Squad" and "Legendary Store" have also performed well, indicating a focus on unique and niche products [2][3]. - The company emphasizes user engagement through content iteration and optimizing user lifetime value (LTV), achieving a 40% increase in payment rates through enhanced content and competitive gaming features [2]. Self-Developed Games - "卡拉比丘" (Karabichu) is highlighted as a key self-developed product, launched globally with significant user engagement and positive feedback [5][6]. - The game has achieved top rankings on platforms like Steam and is expected to contribute positively to the company's revenue in 2025 [5][6][11]. - The company plans to expand the game to mobile and console platforms, enhancing its global operational capabilities [6]. AI Technology Integration - The company is actively integrating AI into its operations, including community management and game development processes [7][8]. - AI tools have improved operational efficiency by over 30%, enhancing game development and user engagement [8][41]. - The establishment of a joint innovation lab with Tencent Cloud focuses on leveraging AI to enhance game development processes [40][41]. Financial Performance - Total revenue for 2024 is reported at 1.51 billion RMB, showing a decline due to the cessation of non-core game operations and the transition of self-developed games to a net revenue recognition model [10][11]. - Despite the overall revenue decline, core games continue to perform well, with a 10% increase in publishing revenue [11]. - The adjusted loss for 2024 is 30 million RMB, primarily due to ongoing R&D investments in "卡拉比丘" [12]. Marketing and Cost Management - Marketing expenses decreased by 15% to 196 million RMB, attributed to improved customer acquisition efficiency and community engagement [13]. - R&D expenses also saw a reduction, with a focus on capitalizing certain development costs [13][14]. Future Outlook - The company aims to enhance its game portfolio with a focus on long-term operational stability and profitability [17]. - Plans to optimize the game publishing model to improve cash flow and reduce risks associated with upfront payments [18]. - The company is committed to improving stock liquidity and investor structure following its exit from the Hong Kong Stock Connect [31]. Strategic Focus - The company aims to solidify its position as an IP-driven entity, focusing on high-quality game content and sustainable profitability [44][46]. - Future game development will prioritize high-barrier genres, leveraging AI technology to enhance gameplay and user experience [46][47]. Additional Insights - The company is adapting its game design based on user feedback, particularly for "卡拉比丘," to include more casual gameplay options and improve user experience [24][25][26]. - The integration of AI in gameplay is expected to enhance player engagement and retention, with plans for more intelligent NPC interactions [42][43]. This summary encapsulates the key points discussed during the conference call, highlighting the company's strategic direction, financial performance, and future initiatives.

深度回顾2024年度的业绩表现同时对未来进行展望并就公众普遍关注的问题进行交流欢迎大家畅所欲言首先请集团首席执行官兼执行董事博士九先生向各位来宾致欢迎词 尊敬的各位投资者、分析师、媒体朋友们大家下午好非常荣幸在这里与大家相聚共同回顾长久股份过去一年所取得的成绩同时展望未来业务的重点发展方向也衷心地感谢现场和线上的各位在百忙之中抽出宝贵的时间参加我们2024年度的业绩新业务发布会 首先,我向给予我们坚定支持的投资者,并肩作战的合作伙伴,选择并信任我们的客户以及关注和支持我们的媒体朋友们,表达深深的感激,得益于大家的陪伴与信任,长久股份才能够不断力行久远,稳步向前。 2024年1月9日,公司在香港联交所主板成功上市,这是这一历史时刻,不仅提升了长久股份品牌形象和市场地位,更为我们开拓了广阔的发展空间,我们将秉持 客户为先,诚信至上,奋斗为本,开放创新的核心价值观,以技术驱动加生态协同的双引擎,持续深化战略布局,以稳定机盘持续增长,加强平台建设,提升数字化和AI应用,作为重点的工作方向。 坚定推进AI与大数据的融合创新利用香港国际资本市场的优势不断提升核心竞争力长久股份将持续深化数字化能力升级数字信息基础建设及服务 ...

出现还没有出来但是我相信也会是一个两维数的增速应该是所以继续都很强劲第二个就来自于我们看医生的供给端那么供给端这里面你会发现是同样的增长是强劲的在过去的两三年医生人数的供给大概增长在每年的10%左右 那主要的意义就是说我们在中国的二级医院特别是社区医生服务区的区壳都要求设置中医科或者是叫中医馆这样来进入供给端这种情况就是那么第三个呢 这次挑战也是政策清洗所以来自于支付端就是而对于支付端我们可以发现从21年的年底国家医保局跟中央管理局联合发布关于医保支持中医药的传承创新的具体措施所以在医保支付端对中医有清洗的政策有专门政策 特别对中医的医师病毒以及这个不参与第二期DAP机会的人这一些那么来自于资务端的在资务端的同时呢也非常缺失的态度就是来自于这种资务端的压力和挑战收支的这种不平衡我们通过的理解就是医保在未来的三年吧我认为都仍然在一个收支的一个平衡当中特别是来自于第一线城市 就可能会有一个1到3的再评论当中就是那么在于一线城市经济发达的一线城市和省级城市 因为我们的监管部门或者是我们的政策制定部门对于政策的测算严谨性 审讯性以及本身在经济上的韧性在制度端的政策的确定性是不错的而郭台铭我们的主要的业务主要在一线城市 ...

Key Points Industry/Company Involved - **Company**: Ultimate Energy Corporation (UEC) - **Industry**: Clean Energy, LNG, Industrial Gas, and Equipment Manufacturing Core Views and Arguments - **UEC's Business Performance**: - **Clean Energy**: Strong performance with continuous revenue and profit margin improvement. - **LNG**: Continued growth in orders and expected to contribute significantly to revenue. - **Industrial Gas**: Steady development with new projects and expansion plans. - **Equipment Manufacturing**: Steady growth with new orders and projects. - **Market Outlook**: - **Overall**: Positive outlook with industry trends indicating upward momentum. - **Clean Energy**: Expected to see continued growth due to increasing demand for sustainable energy solutions. - **LNG**: Expected to see sustained growth due to increasing demand for natural gas as a transition fuel. - **Industrial Gas**: Expected to see steady growth due to increasing demand for industrial gases in various industries. Other Important Points - **Order Book**: - **Clean Energy**: Expected to reach 150 billion RMB by the end of the year. - **LNG**: Expected to reach 100 billion RMB in new orders. - **Revenue Growth**: - **Overall**: Expected to achieve double-digit revenue growth. - **Clean Energy**: Expected to contribute around 40 billion RMB in revenue. - **LNG**: Expected to contribute around 40 billion RMB in revenue. - **Profitability**: - **Overall**: Expected to achieve high single-digit profit growth. - **Clean Energy**: Expected to see improvement in profit margins due to increased efficiency and new projects. - **LNG**: Expected to see improvement in profit margins due to increased demand and efficient operations. - **Investment Plans**: - **Clean Energy**: Expansion plans for new projects and capacity increases. - **LNG**: Expansion plans for new projects and capacity increases. - **Market Risks**: - **Macroeconomic Factors**: Potential impact from global economic conditions and geopolitical events. - **Competition**: Intense competition in the clean energy and LNG markets. References - [doc id='1'] - [doc id='2'] - [doc id='3'] - [doc id='4'] - [doc id='5'] - [doc id='6'] - [doc id='7'] - [doc id='8'] - [doc id='9']