HelloHello 今天下午刚刚我们在港交所发布公告宣布战略性出售K-Swiss和帕拉丁并优化财务结构今天的电话会议CFO Ricky会先为大家讲解这次交易的具体内容然后问答环节丁总会和Ricky一起解答投资者的提问现在我把时间先交给CFO Ricky有请Ricky 谢谢Sophia各位投资的大家好不好意思就是这么晚这么赶来发这个公告可能也影响到大家吃饭真的不好意思先说一下这个背景我们于2019年年中以2.61美元就购买了K3和帕丁这两个品牌回来我往后会称这两个品牌作为减分PP 那购买回来以后,多久就经历了三年的疫情,还有中国经济开始放缓,然后消费也开始下沉,因此对于KB的业务产生了巨大的负面影响。 而KB从2019年购买回来以后就一直处在亏损的状态里面过去四年的时间内积亏损超过了1亿美元而今年头三个月也继续亏损了几百多万美元 那过去几年上市公司的损益和现金流一直被KD这两个品牌拖累而我们预计今年两年KD应该还会是继续的亏损那我们预计2024年的亏损总额跟过去这两年也会是差不多的 那为了处理这个问题呢特步的控股的大股东丁水波还有他的家族就建议他们家族会以KP三月底的2024年三月底的账面价值约为1.51美金 ...

Summary of Conference Call for China Resources Beer Industry Overview - The conference primarily discussed the current market conditions and future strategies of the beer and liquor industry, particularly focusing on promotional activities, cost control, financial status, and sales plans [2][3][4] Key Points Market Conditions and Sales Strategies - The company anticipates a slight decline in sales in the short term but plans to stimulate growth through promotional activities such as sponsoring sports events, expecting a sales peak in the second half of the year [2][3][4] - The company is facing challenges from rising raw material costs and intends to implement effective cost control measures while optimizing operations to maintain competitiveness [2][3][4] - The liquor business has shown rapid growth, prompting the company to adjust its marketing strategies in preparation for the upcoming sales peak [2][3][4] Product and Pricing Strategy - The company has no plans for new product launches or price increases, maintaining a stable strategy focused on existing core products [2][4][16] - The company emphasizes the importance of maintaining channel health to avoid excessive inventory that could negatively impact sales [3][4] - The company is investing in online markets and actively responding to market feedback, showcasing effective strategies for business adjustments during the pandemic [2][4] Competition and Market Dynamics - The discussion highlighted the potential risks facing the beer industry and strategies to cope with economic fluctuations affecting sales [5][6][22] - The company believes that even under economic pressure, it can achieve stable growth through robust market support and economies of scale [5][6][22] - The conversation also touched on the competitive dynamics among companies in the industry and the advantages of non-cash sales channels in resisting economic downturns [5][6][22] Sales Channel Analysis - Different sales channels, such as large supermarkets and small convenience stores, are experiencing varying performance levels, with convenience stores showing good growth potential [6][7][23] - The company plans to adapt to changing market and consumer habits by leveraging existing distributor networks and exploring new sales channels [6][7][23] Future Business Focus - The company is focusing on the development of white and black beers, including healthier options and potential price adjustments to meet high-end market demands [7][8][24] - Continuous product innovation and market adaptability are emphasized as crucial for maintaining a competitive edge in a challenging market [7][8][24] Financial Outlook - The company expects a slight increase in sales expenses due to the impact of the UEFA European Championship, but the overall sales target remains unchanged [4][10][13] - Gross profit margin is projected to improve by approximately 1.25 percentage points due to cost-side improvements [4][10][13] - The liquor business is expected to grow by 30-40% annually, although this may be influenced by overall economic conditions [17][18] Conclusion - The company demonstrates a proactive approach to navigating market challenges and competition, focusing on strategic promotions, cost management, and product innovation to drive future growth [2][3][4][5][6][7][8]

Summary of Conference Call Company or Industry Involved - No specific company or industry mentioned in the provided content Core Points and Arguments - No core points or arguments presented in the provided content Other Important but Possibly Overlooked Content - The content only includes a brief introduction to the conference call without any substantive information or data Since the provided content does not contain any relevant information regarding a company or industry, no further details can be summarized.

今天请到的嘉宾是装修的IR 沈总然后先欢迎沈总给我们简单介绍一下公司的最新情况好的 谢谢张老师也感谢东北的平台让今天跟各个投资者在线上有交流的机会然后我先简单来更新一下我们公司的业务发展的进展之后大家有什么进一步的问题都可以来随时提问 周秀蓉大家知道是定位还是全球化IP游戏的运营商目前的业务主要是分为三大板块第一是我们行业领先的IP游戏业务这个也包括了游戏的研发和发行然后大家知道我们一直以来从公司成立到现在都是注入于IP游戏的运营上面的 我们是以IP资源为核心通过自主研发和联合研发的形式向全球化的玩家来伸出这些精品的IP游戏那这个IP资源方面的话我们现在是掌握在中国游戏公司当中最大的IP储备总共是128个IP其中授权IP是60个也就是说我们从其他的这个世界的头部IP的IP方那边获得他们的IP授权来改编运营成为游戏 那么这样的类别的IP我们手上是有60个那另外呢我们还有68个自有的IP就是版权是在我们自己手上的属于我们的自有IP也高达68个其中呢就是以这个中国第一经典IP《金剑奇侠传》为代表的那么同时呢我们还有《仙人剑》《大富翁》等等这系列的这个经典IP的一个在中华地区的完整版权的 好,那么社群IP方面的话呢, ...

Ladies and gentlemen, thank you for standing by and welcome to the Hua Hong Semiconductor's First Quarter 2024 Earnings Conference Call. The call is hosted by Mr. Zhenzhen Tang, President and Executive Director, and Mr. Daniel Wang, Executive Vice President and Chief Financial Officer. Please be advised that your dial-in is in a listen-only mode. However, At the conclusion of the management presentation there will be a question and answer session at which time you will receive instructions on how to partici ...

Key Points Company and Industry Information 1. **Company Name**: Budweiser Brewing Company APAC Limited 2. **Date of Results Announcement**: 31st March 2024 3. **Hosts of the Call**: Mr. Jan Kraps, Chief Executive Officer and Co-Chair of the Board; Mr. Ignacio Larris, Chief Financial Officer 4. **Availability of Results**: Press release published earlier today, available on the Hong Kong Stock Exchange's Budweiser APAC's websites [1]. Core Views and Arguments 1. **Overall Performance**: The call will discuss the financial results for the first quarter of 2024, including revenue, earnings, and other key metrics [1]. 2. **Market Trends**: The discussion will likely cover market trends and consumer behavior in the beer industry in the APAC region [1]. 3. **Strategic Initiatives**: The company's strategic initiatives and future plans will be highlighted, including expansion into new markets and product innovation [1]. Other Important Content 1. **Press Release**: The full details of the financial results can be found in the press release published earlier today [1]. 2. **Industry Comparison**: The call may include comparisons with industry benchmarks and competitors [1]. 3. **Investor Queries**: The call will likely address investor queries and concerns regarding the company's performance and future prospects [1].

Hello, ladies and gentlemen. Thank you for standing by and welcome to the i-Labs first quarter 2024 financial results conference call. At this time, all participants are in listen-only mode. Later, we will conduct a question and answer session and instructions will follow at that time. As a reminder, today's call is being recorded. It is my pleasure to turn the floor over to Christine Chiao, Senior Vice President of Investor Relations. Please go ahead. Thank you, operator. Good morning, good evening, and we ...

Ladies and gentlemen, thank you for standing by and welcome to the Hua Hong Semiconductor's First Quarter 2024 Earnings Conference Call. The call is hosted by Mr. Zhenzhen Tang, President and Executive Director, and Mr. Daniel Wang, Executive Vice President and Chief Financial Officer. Please be advised that your dial-in is in a listen-only mode. However, At the conclusion of the management presentation, there will be a question and answer session, at which time you will receive instructions on how to parti ...

是一家集热电、采矿还有氧化链、电解链包括再生链以及下游的一些深加工这样的一个全产业链的企业了那我们的矿石呢主要是来自于几内亚我们在几内亚以雷银公司的形式参与了一个叫零联盟的这样子一个经营集团吧 然后在几内亚有两个矿区年出矿量可以达到5000万吨以上这5000万吨当中大概每年有60%左右运回到我们在山东的这边的一个氧化链的这个基地那大概对应到的是2800到3000万吨的这样的一个体量那余下的部分呢我们在几内亚当地 就找贸易商直接销售掉了也不会去追踪它运到哪个地方再往下游氧化铝这边我们是在山东有1750万吨在印尼有200万吨总产能是1950万吨印尼的这一部分我们就是直接使用印尼当地的矿每年大概产量能够达到210到220万吨 也是直接在当地找贸易商就直接销售掉了山东的这一部分1750万吨我们是有一部分我们在山东就自用了余下的我们也会外售外售的部分大概能够有每年能够有700到800万吨就是山东这一部分 山东的电解铝这一块我们其实总体的电解铝是646万斤的产能由于从18年开始山东省对于煤炭的消耗量有一个压降的计划我们在当年就减少了这个电的比例这一边我们 你电解铝的产能也是同时会有一个搬迁的计划就是我们去寻找更清洁的能源 ...

如果这些增产和可以稳步推进并且实现的话,大概会到7万吨左右的一个产能,但其实和核电这边的需求还是会有差距,其他的增量的话相对来说都比较小,其实我们看到最大的增量还是会来自于哈萨克和加拿大的这个副产,因为之前在天然油价格比较低迷的时候, 加拿大是曾经关闭过两个矿山,然后这个哈萨克也是把它所有的矿山的产能都调减到了80%。但是的话我们看到这一部分的其实不确定性还是非常大的,因为哈萨克现在就是缺酸,现在的话还没有一个很明确的一个解决方案,因为它现在远期的解决方案就是要在哈萨克境内建一个差不多80万吨产能的一个硫酸厂, 但是这一块呢,之前它是预计二六年可以建成,但是现在它已经就在一季度的时候已经明确提出要这个推迟到二七年,近期的一些方案的话就是优化采购,但这一部分的话,既然哈远工说可能还是要等中期那个时候,大概八月份才会知道具体的一个解决情况怎么样。 加拿大的话它其实就是23年也是没有达到它当时的一个复产计划的,所以当时有差不多一个10%的miss,这一部分当时也是催生了油价的一个上涨,因为当时这个Chemical它也是在市场上做了一些新货的采购,然后同时其实大家从它的这个事件里面也是看出来就是其实天然油的复产没有之 ...