[1 -> 16] 欢迎参加中芯国际2022年第四季度业绩说明会。今天的会议将同时通过网络和电话进行直播。请注意,如果您通过电话加入会议,您的播入只处于接听模式。 [16 -> 23] 在管理层发言结束后,我们将进行问答环节,届时您将收到关于如何参与问答的指示。 [23 -> 30] 现在有请资深副总裁、董事会秘书郭光绿女士参加会议。 [30 -> 40] 在此之前,我将介绍郭光绿女士,副总统兼副书记和会议副主席,来主持会议。 [40 -> 51] 各位好,欢迎参加中芯国际2022年第四季度业绩说明会。今天参加业绩说明会的有 [51 -> 60] 郭光绿女士和郭光绿副总统兼副书记和会议副主席。 [60 -> 78] 各位好,欢迎参加中芯国际2022年第四季度业绩说明会。今天参加业绩说明会的有董事长高永刚博士、联合首席执行官赵海军博士、 [78 -> 105] 赵海军博士、资深副总裁、财务负责人吴俊峰博士。 [107 -> 126] 在此提醒各位,我们今天的表述,包括前瞻性陈述,是公司对未来业绩的预期而非保证,并受固有风险和不确定性的影响。请参阅我们业绩公告中的前瞻性陈述。 [126 -> 139] 除非另有说 ...

非常感谢大家抽时间参加科马奥尔夫2023财年度中期业绩公布媒体线上沟通会首先我会为大家介绍今天在线上参会的管理层包括首席财务官兼首席营运官边卫文女士和投资者关系团队首先 把时间交给投资者关系总监陈丽珠女士介绍一下公司2023财年中期业绩表现之后我们会有一个问答环节到时候各位媒体朋友可以用Zoom的直手功能提问或者以视窗输入问题下面我先将时间交给陈女士有请 好的 谢谢Samantha各位媒体和分析师朋友复途和智通大陆演平台上关注Huma的朋友们大家晚上好非常感谢大家包容参加Huma此次中期业绩沟通会很高兴能有这样的机会和大家进行交流那首先我们用一张图来先简单的介绍一下HumaHuma于1959年创立于日本是高端高尔夫用具的第一品牌 在60多年工匠精神的传承中我们始终追求我们产品的卓越性能和出众的品质在目前HOMA也是全球唯一的一家垂直整合型的高尔夫公司拥有我们自主的研发和生产基地在位于日本九田的研发和生产基地战地 大约有16万平方米我们拥有236名研发人员与能工巧匠在此呢我们开发和研制出覆盖球杆和非球杆的全品类的产品组合那在高尔夫的球杆的方面我们聚焦传统的超高端的这个消费区间并且呢也在逐渐的渗透增速最快的超性能 ...

Thank you for standing by and welcome to the Maytwon Third Quarter 2022 Earnings Conference Call. All participants are in a listen-only mode. There will be a presentation followed by a question and answer session. If you wish to ask a question, you will need to press the star key followed by the number one on your telephone keypad. I would now like to hand the conference over to Ms. Scarlet Xu, VP, Head of Capital Markets. Please go ahead. Thank you, operator. Good evening and good morning, everyone. Welcom ...

[30 -> 59] I am Chen Hao, the Director of the Board of Directors and the Director of Investment Relations of the Group. [59 -> 88] Today's group leaders are the founder of Boston Brand Group Chairman and CEO Gao Dekang Group Executive Director and CEO Mei Dong Group Executive Director and Senior Vice President Boston Business Department General Manager Rui Jingsong Group CFO and Vice President Zhu Gaofeng [90 -> 118] Director of the Group Financial Management Center, Mr. Huang Chengjuan. Mr. Huang. In 2023, ...

Ladies and gentlemen, thank you for standing by and welcome to Xiaomi 2022 third quarter results announcement conference call. Today's conference call is being recorded. If you have any objections, you may disconnect at this time. If you have any questions you would like to raise during the Q&A section later, please press star one on your telephone keypad to register your questions. Should you wish to cancel your questions, please press star two. I'd now like to hand the conference over to your host today, ...

Financial Data and Key Metrics Changes - The company's revenue for Q3 2022 grew by 12.9% year-over-year to 23.1 billion RMB, driven by growth in online marketing services, e-commerce, and live streaming businesses [14][17] - Adjusted net loss narrowed to 670 million RMB from 1.3 billion RMB in Q2 2022 and 4.6 billion RMB in Q3 2021, resulting in an adjusted net margin improvement from negative 22.5% in Q3 2021 to negative 2.9% in Q3 2022 [16][17] - Gross profit reached 10.7 billion RMB, growing 28.5% year-over-year, with a gross profit margin of 46.3%, improving 4.8 percentage points year-over-year [15][16] Business Line Data and Key Metrics Changes - Revenue from online marketing services was 11.6 billion RMB, up 6.2% year-over-year, despite a challenging advertising market [14][19] - E-commerce GMV reached 222.5 billion RMB, increasing by 26.6% year-over-year, with a significant rise in the number of active merchants [10][14] - Live streaming revenue grew by 15.8% year-over-year to 8.95 billion RMB, attributed to improved content quality and user matching efficiency [12][14] Market Data and Key Metrics Changes - The average daily time spent per DAU increased by 8.6% year-over-year to 129.3 minutes, indicating strong user engagement [6][7] - The number of monthly active e-commerce paying users surpassed 100 million, with a payment penetration rate exceeding 15% [22][23] - Monthly active advertisers increased by over 65% year-over-year, reflecting the platform's growing advertising effectiveness [9][14] Company Strategy and Development Direction - The company is focusing on enhancing its commercial ecosystem by integrating e-commerce, online marketing, and live streaming [3][4] - A new Commercial Ecosystem Committee has been established to facilitate collaboration among business units and improve monetization strategies [3][4] - The company aims to build a merchandise system to enhance understanding and control over the merchandise element in e-commerce [5][10] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by macroeconomic conditions and the COVID-19 pandemic but emphasized breakthroughs in business operations and financial performance [2][6] - The advertising market is expected to recover slowly, with growth projected in the mid-single digits for 2022 [18][19] - The company remains confident in its long-term market development and aims to strengthen its foundational capabilities to capture more market share [21] Other Important Information - The company has implemented cross-departmental rotations for mid-level managers to enhance collaboration and efficiency [4] - The e-commerce business is seen as a key growth engine, with a focus on improving user experience and optimizing algorithms for better conversion rates [5][10] Q&A Session Summary Question: Advertising monetization outlook - Management noted that the overall recovery of the advertising market is weak, with expectations of mid-single-digit growth for 2022, and emphasized improvements in product commercialization [17][18] Question: E-commerce trends and performance - The number of active buyers surpassed 100 million, with a payment penetration rate over 15%. The company is focusing on multi-scenario penetration and enhancing user experience [22][23]

Financial Data and Key Metrics Changes - Total revenue for the third quarter was 140 billion RMB, down 2% year-on-year but up 5% quarter-on-quarter [2][3] - Gross profit was 62 billion RMB, down 1% year-on-year but up 7% quarter-on-quarter [2][3] - Non-IFRS operating profit was 41 billion RMB, flat year-on-year and up 12% quarter-on-quarter [2][3] - Non-IFRS net profit attributable to equity holders was 32 billion RMB, up 2% year-on-year and 15% quarter-on-quarter [2][3] Business Line Data and Key Metrics Changes - Value-added services segment revenue was 72.7 billion RMB, down 3% year-on-year [3] - Social network revenue decreased by 2% year-on-year to 29.8 billion RMB [3] - Domestic game revenue was down 7% year-on-year to 31.2 billion RMB [3] - International games revenue increased by 3% year-on-year to 11.7 billion RMB [4] - Online advertising revenue was 21.5 billion RMB, with a year-on-year decline narrowing from 18% to 5% [4] Market Data and Key Metrics Changes - Combined MAU of WeChat and QQ was 1.3 billion, with QQ's mobile devices MAU at 574 million [2] - Mini-programs surpassed 600 million daily active users, representing a year-on-year increase of over 30% [3] - Daily mini-program activations grew by over 50% year-on-year [3] Company Strategy and Development Direction - The company is focused on improving efficiencies, developing new revenue streams, and reviving profit growth [2][3] - Investments are being made in growth areas such as video accounts, international games, and SaaS products [2][3] - The company is returning capital to shareholders, with a special interim dividend of Meituan shares worth approximately 20 billion RMB [2][3] Management Comments on Operating Environment and Future Outlook - Management noted that the minor protection measures and lack of new game licenses have hindered growth in domestic gaming [7] - There are expectations for more new game licenses to be issued, which could positively impact revenue growth [7] - The regulatory environment is trending towards supporting the healthy development of the industry [11] Other Important Information - Free cash flow amounted to 15 billion USD after accounting for capital expenditures and lease liabilities [2] - The company has total gross cash of 44 billion USD and stakes in listed companies valued at 75 billion USD [2] Q&A Session Summary Question: Cost progress and one-off restructuring costs - Management confirmed that one-off restructuring costs are included in G&A and R&D under staff costs, with a low single-digit year-on-year increase [6][7] Question: Domestic gaming revenue growth - Management indicated that a return to growth may depend on new game licenses or macroeconomic improvements [7] Question: Development strategy for existing games - The company is focusing on fewer, higher-impact games and upgrading existing titles to maximize lifetime value [8] Question: Advertiser feedback on video accounts - Advertisers appreciate the differentiated audience of video accounts, leading to robust eCPM [8] Question: Online advertising budget allocation - Management noted that the online advertising market is shifting, with performance ads becoming more significant [9] Question: Regulatory environment updates - Management highlighted a trend towards a more normalized regulatory environment, supporting the digital economy [11]