联想集团(00992) - 2023 Q1 - 业绩电话会
2023-08-17 07:00
[0 -> 5] Relations at Lenovo. Thanks everyone for joining us. Before we start, let me introduce our [5 -> 11] management team joining the call today. Mr. Yang Yuanqing, Lenovo's Chairman and CEO. [12 -> 18] Mr. Wang Yiming, Group CFO. Mr. Ken Wong, President of Solutions and Services Group. [19 -> 25] Mr. Chris Galgen, President of Infrastructure Solutions Group. Mr. Luca Rossi, President [25 -> 31] of Intelligent Devices Group. We will begin with Ernie's presentations and shortly after that, [31 -> 36] we ...
联想集团(00992) - 2024 Q1 - 业绩电话会
2023-08-17 07:00
[0 -> 5] Relations at Lenovo. Thanks everyone for joining us. Before we start, let me introduce our [5 -> 11] management team joining the call today. Mr. Yang Yuanqing, Lenovo's Chairman and CEO. [12 -> 18] Mr. Wang Yiming, Group CFO. Mr. Ken Wong, President of Solutions and Services Group. [19 -> 25] Mr. Chris Galgen, President of Infrastructure Solutions Group. Mr. Luca Rossi, President [25 -> 31] of Intelligent Devices Group. We will begin with Ernie's presentations and shortly after that, [31 -> 36] we ...
新鸿基公司(00086) - 2023 Q2 - 业绩电话会
2023-08-17 06:30
[3 -> 32] 下午好,女士們先生們我謹代表新鴻基有限公司歡迎各位出席公司2023年創辦人業績投資者晚上會議本次會議將以普通話進行各位投資者的麥克風設置為靜音演講結束後將有問答環節現在我為大家介紹今天公司的管理層集團投資者關係副總裁張前女士Shirley [33 -> 62] 在今天的会议上宣理将会向各位投资者介绍公司2023年上半年业绩表现以及下半年的展望和发展计划简解结束后宣理将回答各位的问题今天的讨论包括前瞻性陈述并涉及集团无法控制的假设和因素相关的陈述不一定代表集团未来的表现也不构成跟未来表现的保证 [63 -> 91] 首先我们有请Sherry为大家讲讲业绩好的,谢谢各位投资者,大家下午好首先看一下我们主要的核心业务分布我们的核心业务围绕三大板块展开包括融资、投资管理和基金管理业务我们通过亚洲联合财务西红柿信贷和私募融资开展贷款业务为我们提供稳定和具有韧性的资金流 [92 -> 118] 我們的投資管理業務充分利用集團的業務專長外部的關係網絡和雄厚的資本實力在多元化的資產類別、行業和地區中尋找具有吸引力的風險調整回報我們的基金管理業務持有管理外部資本的監管牌照包括通過新推出的家族辦公室解決方案和 ...
腾讯控股(00700) - 2023 Q2 - 业绩电话会
2023-08-16 12:00
[3 -> 11] Good day and good evening. Thank you for standing by. Welcome to Tencent Holdings Limited 2023 [11 -> 17] Second Quarter Results Announcement Webinar. I'm Wendy Huang from Tencent's IR team. At [17 -> 23] this time, all participants are in a listen-only mode. After the management's presentation, [23 -> 28] there will be a question and answer session. For participants who are dialing by phone, [28 -> 34] if you wish to ask a question, please press 5 on your telephone to raise your hand. If [34 -> 3 ...
药师帮(09885) - 2023 Q2 - 业绩电话会
2023-08-16 02:00
[1 -> 29] 各位投资人、分析师,大家上午好欢迎各位参加药师帮股份有限公司2023年中期业绩交流会公司已于8月15日发布了2023年中期业绩报告为让资本市场更加及时和全面了解公司中期业绩的具体情况公司开展此次交流会与大家做一个专题性的交流 [31 -> 58] 药师邦股份有限公司是中国领先的院外数字化医药产业综合服务平台公司于2023年6月28日在港交所主板挂牌上市药师邦通过数字化解决方案链接医药产业链上下游为医药价值链上的参与者建立了安全高效的交易及服务平台 [59 -> 83] 公司以让好医好药普惠可及为使命驱动医药价值产业链整体向高效率和高质量发展本次出席会议的管理层有公司董事会主席兼首席执行官张步震先生公司执行董事兼首席财务官陈飞先生 [85 -> 114] 今天的业绩交流会将分为两个部分会议全程预计一个小时第一部分请公司管理层为大家介绍2023年中期业绩相关情况此环节预计时长30到40分钟第二部分为问答环节投资人可与管理层进行提问交流下面有请公司管理层为大家介绍公司的中期业绩情况 [116 -> 142] 好感谢大家来参加我们钥匙邦2023年上半年的业绩发布会这是我们上市后的第一次业绩发布会我 ...
和誉-B(02256) - 2023 Q2 - 业绩电话会
2023-08-16 01:00
感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 这次会议是中国国际资产合作组织CICC的闭门会议只有邀请客人可以参加不需要CICC和评论员签署的允许任何组织或人员不得删除、翻载、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、複制、� 潜在的Basin-class CSF1-R1-Z ABS-K021获得了FDA CBE以及EMA在内的这个Breakthrough的多项认证或者是这个优先药物资格那用于TBCP的国际三期临床也完成了中美首例患者的给药另外呢公司的FGFR41-Z与口服的PDR11-Z临床数据也将在接下来的ISMO会议上有更新的临床进展 临床比例方面都取得了稳步的推进另外财务状况也是非常稳健OK 首先介绍一下中晚期的临床管线第一个我要讲的是我们的ABS-K021 Pimicotinib这个项目获得了中美欧三级突破性疗法的认定 在早期管轻方面我们有新一代的EGFR-X20移植剂已经获得了美国FDA和MDP的批件这是针对肺癌的疫情实验马上就会进行A ...
微盟集团(02013) - 2023 H1 - 业绩电话会
2023-08-15 12:00
Weimob (02013) H1 2023 Earnings Call August 15, 2023 08:00 AM ET Speaker0 Reinforce our industrialization strategy. And then in the future, growth will be very sound. Our second strategy is equal ecologicalization. That is about wars. But as we all know, the past two years, relation to wars, we made a lot of investments. Last year, there was a loss of 1,000,000,000. The past, we did a lot of r and d work and investment on WAS. And starting this year, we can see that WAS has led to some changes to us. First ...
微盟集团(02013) - 2023 Q2 - 业绩电话会
2023-08-15 12:00
[0 -> 26] 各位投资人朋友以及分析师朋友大家晚上好非常欢迎参加威猛的半年度业绩会那接下来我可能对2023年上半年的整个业绩情况做一个简单的介绍首先讲一下业绩的大概的情况 [27 -> 55] 大家应该知道整个2023年确实整个宏观经济是充满挑战那威猛我们管理层认为这次半年度的成绩单整体还算满意那整体我们全年的收入12.1亿同比增长34.5这个可能比我们之前的预期还要高一些我们的毛利8.16亿同比增长了36.6 [56 -> 86] 我们的整体的经调整的净亏损是2.54个亿同比大幅收窄了51%经调整的e-beta大概是亏损9300万大幅收窄了76%那我们认为因为在整个整个类似于像这种2B的公司其实QE属于一个淡季因为一月和二月的原因所以我们认为如果说 [86 -> 113] 到下半年可能整体公司的亏损还要会变得可能会受到的更小现在预计可能下半年的整体的亏损会达到盈亏平衡从目前来看整体我们认为实现这一目标的确定性还是蛮大的从业务来看的话 [114 -> 143] 上半年的整個業務整個增長是受到一定的沉壓的但整體增長也非常不錯超過了20%達到了21.4%整體收入達到了7.06億那主要來源於我們的每個商戶的平 ...
腾讯音乐-SW(01698) - 2023 Q2 - 业绩电话会
2023-08-15 11:00
[1 -> 3] Good evening and good morning. [3 -> 9] Welcome to Tencent Music Entertainment Group's second quarter 2023 earnings webinar. [9 -> 15] T&B announced its quarterly financial results today before the U.S. market opens. [15 -> 21] And earnings release is now available on our IR website at ir.tencentmusic.com, [21 -> 23] as well as via newswire services. [23 -> 28] Today, you'll hear from Mr. Kashan Pang, our executive chairman, [28 -> 31] who will start the call with an overview of our recent updates. ...
东曜药业-B(01875) - 2023 Q2 - 业绩电话会
2023-08-14 02:00
Financial Data and Key Metrics Changes - The company's total revenue for the first half of 2023 reached RMB 328 million, representing an 80% year-on-year increase. Excluding the impact of licensing fees from the previous year, the revenue growth was 147% [11][13][17] - Adjusted EBITDA turned positive for the first time at RMB 13.5 million, compared to a loss of RMB 37.49 million in the same period last year [19][15] - Operating cash flow for the first half of 2023 was RMB 62.41 million, a significant increase of 116% year-on-year [20][11] Business Line Data and Key Metrics Changes - The CDMO revenue was RMB 46.55 million, reflecting a 105% increase compared to the previous year [11][17] - The company has focused on ADC technology, with the number of ADC projects increasing from 8 to 28, a growth of 250% [9][31] - The company has established the largest ADC commercial production line in China, with an annual production capacity of 530,000 units [11][16] Market Data and Key Metrics Changes - The market for ADCs is expected to grow significantly, with the potential for the market size of Bevacizumab in China to reach RMB 18.4 billion [5][9] - The company has initiated registration applications in 20 overseas countries, with 8 applications already accepted [7][9] Company Strategy and Development Direction - The company aims to continue focusing on the ADC CDMO market and expand into XDC and other antibody-based therapies [11][15] - The strategy includes enhancing the production capabilities and maintaining a competitive edge through a fully integrated ADC production platform [12][19] - The company plans to leverage its established relationships and technology to capture a larger share of the ADC market [11][27] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about maintaining growth momentum in the second half of 2023, expecting at least similar performance to the first half [11][15] - The company acknowledges the challenges in the financing environment for biotech firms but remains confident in the demand for ADCs [11][27] - The management highlighted the importance of strategic partnerships and collaborations to enhance market presence and operational efficiency [12][31] Other Important Information - The company has achieved a project success delivery rate of 100%, indicating strong operational capabilities [12][19] - The workforce in the CDMO segment has increased by 13% since the end of 2020, with a focus on enhancing technical expertise [9][10] Q&A Session Summary Question: What is the current status of the company's orders and future timelines? - The company has a total order backlog of RMB 1.2 billion, with RMB 900 million expected to convert into revenue [20][21] Question: How does the company plan to expand its overseas market presence? - The company is focusing on emerging markets and has initiated collaborations to enhance its international footprint [27][30] Question: What are the key differences in customer structure compared to competitors? - The company has a strong focus on ADC projects, with a higher proportion of late-stage clinical projects compared to competitors [32][33]