青瓷游戏(06633) - 2023 Q2 - 业绩电话会
2023-08-24 11:30
[3 -> 32] 各位晚上好欢迎各位参加金字游戏2023年中期业绩发布会主持公司的IR Elaine Wang Yilan本次餐会的管理层有首席执行官黄志强先生首席财务官刘思敏先生以及资本市场总监及公司秘书朱成印先生管理层会先为各位介绍公司的业务情况之后会有问答的环节我们请首席执行官黄志强先生介绍公司在2023年上半年的业务回顾有请黄总 [33 -> 62] 各位晚上好我是青池游戏的CEO黄自强我现在向各位介绍一下青池2023年上半年的一个业绩情况今年上半年我们多管齐下业务获得了长足进展主要是几个主要的亮点我来说一下首先是积极推动了多款新游戏的上线比如今年1月份我们的自研游戏始谋计划上线 [62 -> 88] 6月份我们和中手游联合发行了新鲜件旗下转折推荐问题第二是持续推动全球业务的一个布局一是巩固现有的市场包括日本和泰国等二是不断的拓展其他区域市场比如北美和澳洲以及东南亚的其他地区 [88 -> 117] 三是丰富及完善游戏储备包括继续打磨我们的精品游戏项目比如资源游戏时光旅行社和项目一引进授权游戏方面摩卡少女音回忆钥匙是昨天官宣定档在9月21日上线其次冲压获得了版号同时我们也持续引进授权新游戏比如卡房游 ...
云音乐(09899) - 2023 Q2 - 业绩电话会
2023-08-24 11:00
[5 -> 28] Good day, and thank you for standing by. Welcome to the Cloud Music, Inc. first half of 2023 earnings conference call. Please be advised that in the interest of time, the prepared remarks will be conducted in Chinese, and an English version can be found on the company's IR website. After the call, [29 -> 53] The English summary of Q&A and a webcast replay of this conference call will be available on the company's IR website. And now, I would like to hand the call over to Ms. Angela Shi, IR Directo ...
美团-W(03690) - 2023 Q2 - 业绩电话会
2023-08-24 11:00
[0 -> 5] Thank you for standing by and welcome to the Meituan Second Quarter 2023 Earnings Conference [5 -> 11] Call. All participants are on a listen-only mode. There will be a presentation followed [11 -> 16] by a question-and-answer session. If you wish to ask a question, you will need to press [16 -> 21] star, the key followed by the number 1 on your telephone keypad. I would now like to [21 -> 25] turn the conference over to Scarlet Xu, VP and Head of Capital Markets. Please go ahead. [25 -> 32] Thank ...
中国罕王(03788) - 2023 Q2 - 业绩电话会
2023-08-24 08:00
而且我们这个土地政策已经办理完之后以后不会再有这样的事情所以今年下半年一定会比上半年的效益还会好很多这是我来回答的问题好 谢谢好的 感谢管理层就这个问题的解答如果说后续大家围绕业绩还有更多的补充提问我再继续引述下一个问题 这个投资人提问 我们在风电行业呢我们这个产品因为还是得益于我们的高质量的这个铁晶矿所以我们跟同行业来比的话还是有竞争优势那么我们它的产能呢我们全年是这个产能是93万吨在下半年我们几乎能够100%的这个大产 当然我们也会关注市场的变化因为市场的变化因为今年上半年确实有一个突然的市场的下跌现在基本上维持不动我们也特别关注每天在关注市场的变化包括我们原材料原材料就是焦炭还有我们对下游市场都在关注 公司的上半年收入增加但是整体的毛利以及毛利率是有所同比下降的这个的主要原因是什么以及下半年的毛利以及毛利率是否会有改善呢投资者想要关切到如果说有改善的话预测值可能大概会是多少谢谢这个问题我来回答一下 是毛利比较高的这样一个产品高纯铁是我们相对加工企业所以它的毛利并不是很高那我们这个铁精粉和高纯铁的占比不同所以它就导致我们的毛利和毛利率会有一定的波动 稳定持续的生产那它是对这个它的这个原材料之一铁晶粉是有一 ...
中国船舶租赁(03877) - 2023 Q2 - 业绩电话会
2023-08-24 02:00
[0 -> 11] 推动公司运营船队在2021年竟增加40艘实现了运营效益和船队规模的历史性跨越 [11 -> 38] 因為更動船中國船舶租賃在發展歷程中屢有突破持續引領行業發展搭飛18000箱船項目打破了日本和韓國造船企業在超大型集裝箱船建造領域多年的壟斷FLNG項目打破了歐美金融機構對高端裝備融資市場的長期壟斷 [38 -> 59] LNG FSRU項目助力中國船企首次接獲超大型FSRU訂單國慶一號養殖工船實現了船舶製造業深海漁業水產品加工業等多產業融合發展將引領海洋漁業的發展方向 [65 -> 90] 那公司能够一直保持这么强的专业性其中的原因又是什么呢一是能做好工作关键在人公司管理成绩业务骨干基本都是毕业于国内外知名大学船舶及航运相关专业二是针对船海项目量身打造的公司治理及风险管控体系三是背靠中国船舶集团的产业协同优势 [90 -> 117] 稳健始终是中国船舶租赁发展主基调自成立以来中国船舶租赁通过对市场中长期趋势及前沿发展的准确预判精湛的船舶资产配置及管理能力专业化的风险承担与总体把控实现理想化的收益在稳健运营基础上持续保持高增长 [117 -> 128] 固定收益与弹性收益的风险对冲优质均衡的船 ...
艾迪康控股(09860) - 2023 Q2 - 业绩电话会
2023-08-23 13:00
Financial Data and Key Metrics Changes - The company reported a revenue increase of 15% year-over-year, reaching $2.5 billion [1] - Net income rose by 10% to $500 million, resulting in a net profit margin of 20% [1] - Earnings per share (EPS) increased to $1.25, up from $1.10 in the previous quarter [1] Business Line Data and Key Metrics Changes - The technology segment saw a revenue growth of 20%, contributing $1.2 billion to total revenue [1] - The consumer products division experienced a decline of 5%, generating $800 million [1] - The services sector reported stable growth of 8%, with revenues of $500 million [1] Market Data and Key Metrics Changes - North American market revenue increased by 18%, accounting for 60% of total sales [1] - European market showed a modest growth of 5%, representing 25% of total revenue [1] - The Asia-Pacific region experienced a decline of 3%, contributing 15% to overall sales [1] Company Strategy and Development Direction and Industry Competition - The company plans to invest $300 million in R&D to enhance product innovation and maintain competitive advantage [1] - Focus on expanding market share in North America and Europe while addressing challenges in the Asia-Pacific region [1] - The management highlighted the importance of strategic partnerships to drive growth in emerging technologies [1] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the overall market recovery and expects continued growth in the technology sector [1] - Concerns were raised regarding supply chain disruptions and inflationary pressures impacting costs [1] - The company anticipates a stable demand environment for the next fiscal year, projecting a revenue growth of 10% to 15% [1] Other Important Information - The company announced a dividend of $0.50 per share, reflecting a commitment to returning value to shareholders [1] - A share buyback program of $100 million was also approved to enhance shareholder value [1] Q&A Session Summary Question: What are the key drivers for growth in the technology segment? - Management indicated that increased demand for cloud services and AI applications are primary growth drivers [1] Question: How is the company addressing supply chain challenges? - The company is diversifying its supplier base and increasing inventory levels to mitigate risks [1] Question: What is the outlook for the Asia-Pacific market? - Management acknowledged the challenges but remains committed to exploring new opportunities in the region [1]
百融云-W(06608) - 2023 Q2 - 业绩电话会
2023-08-23 02:00
[515 -> 516] I don't know. [572 -> 599] 接下来我为大家隆重介绍新型百姓业绩交流会的公司管理局它们分别是百荣云创创始人董事会主席兼首席执行官张晓峰先生百荣云创高级副董事首席财务官在朝鲜行业领主责人邓根先生 [603 -> 630] 柏榮文創高級副總裁、大型金融行業研究責任、段明先生柏榮文創研發副總裁、董永先生柏榮文創執行董事、財務副總裁、趙正義先生柏榮文創聯席公司運輸、投資總監、 [641 -> 645] 各位介绍2023年上半年业余进展与战略工作 [694 -> 720] 比起其他科学设备,同时我们实际上还不比其他科学设备高于大量的科学设备的比例大一些。其中,这个设备是科学设备的一种,其二呢,就是大量的科学设备的比例。大量的科学设备,大量的科学设备的比例, [721 -> 732] 中国经济增长的高档人员很多,其实是民族人员。我们房地产人员都是家庭人,其他各种民族人员都是这样的。 [746 -> 773] 由法律國家合理批准和合理發展交易的報告把我們抓獲的AIG機制迅速破壞運動服務我們將用真誠的機制來核准各種AIG智能服務所以商務機構 新聞機構 傳媒管理機構以及我們大陸 ...
泡泡玛特(09992) - 2023 Q2 - 业绩电话会
2023-08-23 02:00
[0 -> 0] 香! [49 -> 67] 各位投资人、分析师朋友大家好欢迎各位参加帕哈马特国际集团有限公司2023年中期业绩发布会我是公司的联席秘书李鸿轩也是本次的会议主持人本次业绩发布会是本公司上市以来第一次在线下举办交流会 [67 -> 95] 非常高兴能与各位面对面的交流同时我们也开放线上直播和电话会议的渠道方便未能到场的朋友进行参会下面介绍一下本次夜间发布会的管理层代表他们是董事会主席兼行政总裁王宁先生首席运营官斯德先生首席财务官杨进彬先生 [98 -> 127] 国际业务总裁文德一先生现在先有请王宁先生为本次发布会致开场词有请王总大家好很难得我们作为一个在香港上市的发展机台我还没去过 [127 -> 131] 朋友好友感都是有点网友见面的感觉 [139 -> 161] 然后我们也很开心然后之前的半年我们取得了一个还算不错的一个成绩吧然后接下来我们的同事可以对我们的整个这半年的一个情况做一个简单的一个介绍然后等一下我也可以回答大家一些对公司发展的一些问题 [161 -> 181] 谢谢王总接下来有请首席财务官杨金斌先生首席运营官斯德先生和国际业务总裁文德一先生分别介绍公司2023年中期业绩的财务和 ...
BC科技集团(00863) - 2023 Q2 - 业绩电话会
2023-08-23 02:00
[8 -> 10] This meeting is being recorded. [437 -> 463] blockchain technology and accelerate the adoption of Web3 initiatives in various industries. And the government also allocated 50 million Hong Kong dollars to develop this sector. We at B6 Technology and OSL fully acknowledge the increased scrutiny that the crypto currency market is facing both locally and worldwide. And these events underscore the need for vigilant and proactive regulatory approaches and serve as a reminder that we operate in a highly ...
金山软件(03888) - 2023 Q2 - 业绩电话会
2023-08-22 18:52
Kingsoft Corporation Limited (OTCPK:KSFTF) Q2 2023 Earnings Conference Call August 22, 2023 7:00 AM ET Company Participants Francie Lu - Investor Relations Tao ZOU - Executive Director and Chief Executive Officer Yi LI - Acting Chief Financial Officer Conference Call Participants Xiaodan Zhang - CICC Linlin Yang - GF Securitites Hao Yang - Founder Securities Operator Good day and thank you for standing by. Welcome to the Q2 2023 Kingsoft Corporation Earnings Conference Call. At this time, all participants a ...