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]
李宁(02331) - 2023 Q2 - 业绩电话会
2023-08-11 03:00
[0 -> 2] 各位投资者朋友大家早上好 [2 -> 4] 欢迎出席李宁有限公司 [4 -> 6] 2023中期业绩发布会 [6 -> 9] 首先为大家介绍台上的管理层 [9 -> 10] 他们是执行主席 [10 -> 13] 兼联席行政总裁李宁先生 [13 -> 16] 执行董事 [16 -> 20] 及联席行政总裁钱伟先生 [20 -> 21] 集团副董裁 [21 -> 23] 及首席财务官赵东升先生 [23 -> 25] 今天的会议流程 [25 -> 27] 是先由赵总介绍 [27 -> 29] 2023上半年的财务回顾 [29 -> 32] 再由董事长介绍公司战略方向 [32 -> 33] 最后由钱总介绍 [33 -> 34] 运营进展和展望 [34 -> 36] 之后会有问答环节 [36 -> 37] 欢迎大家提问 [37 -> 40] 现在有请赵总 [40 -> 41] 各位早上好 [41 -> 43] 我是赵东升 [43 -> 45] 下面我将带领大家进行 [45 -> 49] 2023年上半年的财务回顾 [49 -> 51] 上半年在国内市场 [51 -> 53] 整体呈现复苏 [53 -> ...
中芯国际(00981) - 2023 Q2 - 业绩电话会
2023-08-11 00:30
[1 -> 6] 欢迎参加中芯博杰2023年第二季度业绩说明会。 [6 -> 11] 今天的会议将同时通过网络和电话进行直播。 [11 -> 16] 请注意,如果您通过电话加入会议,您的播录只处于接听模式。 [16 -> 20] 在管理层发言结束后,我们将进行问答环节。 [20 -> 25] 届时,您将收到关于如何参与问答环节的指示。 [25 -> 55] 现在有请资深副总裁、董事会秘书、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总统、副总� [55 -> 85] 各位好,欢迎参加中芯国际2023年第二季度业绩说明会。今天参加业绩说明会的有联合首席执行官赵海军博士、资深副总裁、财务负责人吴俊峰博士。 [88 -> 106] 欢迎参加中芯国际2023年第二季度业绩说明会。今天参加业绩说明会的有联合首席执行官赵海军博士、资深副总裁、财务负责人吴俊峰博士。 [119 -> 139] 欢迎参加中芯国际20 ...
希慎兴业(00014) - 2023 H1 - 业绩电话会
2023-08-10 09:00
Hysan Development Company (00014) H1 2023 Earnings Call August 10, 2023 05:00 AM ET Speaker0 Thank you for coming to Hysem Development twenty twenty three Interim Results Announcement Session. Let me introduce our panel for this afternoon. Our Executive Directors and Chief Operating Officer, Mr. Ricky Loy and our Chief Financial Officer and Company Secretary, Mr. Roger Howe. We will start today's session with a presentation from Ricky and Roger, and we will follow that with time to take questions from the f ...
华虹半导体(01347) - 2023 Q2 - 业绩电话会
2023-08-10 09:00
[0 -> 25] Ladies and gentlemen, thank you for standing by, and welcome to the Fohung Semiconductor Second Quarter 2023 Earnings Conference Call. The call is hosted by Mr. Junjun 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. [26 -> 52] However, at the conclusion of the management presentation, there will be a question and answer session, at which time you will receive instruction ...
中国联通(00762) - 2023 H1 - 业绩电话会
2023-08-09 08:30
China Unicom (00762) H1 2023 Earnings Call August 09, 2023 04:30 AM ET Speaker0 Ladies and gentlemen, those of you from Beijing online, good afternoon. I'm Meng Zhu Sun. Today, I'm very happy to meet with you here, and thank you very much for your long term interest and support for China Unicom. On behalf of the management of the company, I would like to welcome you all to China Unicom's twenty twenty three interim results announcement. In today's announcement, we are holding this on-site in both Hong Kong ...