[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]

欢迎参加中芯国际2022年第三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 欢迎来到半导弹制造国际企业第三季度的2022网上会议通知今天会议将在互联网和电话上连续播放请注意,如果您与通讯通话联系您的导游在听取模式中然而,经过管理员的演讲结束后我们将进行问答课程此时您将收到如何参与的指示 现在有请资深副总裁董事会秘书郭光丽女士主持各位好欢迎参加中芯国际2022年第三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君博士资深副总裁吴俊峰博士Greetings, welcome to SMIC's third quarter 2022 webcast conference callAttending today's call are Dr. 高永刚Chairman, Dr. 赵海君Co-Chief Executive Officerand Dr. 吴俊峰Senior Vice President 在此提醒各位我们今天的表述包括前瞻性的陈述是公司对未来业绩的预期而非保 ...

尊敬的各位投资者大家上午好我仅代表印宇宙集团有限公司欢迎各位出席集团2022年中期业绩线上发布会本次会议可以通过路演中复图Wing以及同花顺等线上平台同步观看 首先请先允许我为大家介绍出席本次业绩会的管理层包括集团董事长兼首席执行官宋佑升先生首席战略官何燕女士本次发布会将分为两个环节第一个环节为应宇宙集团2022年中期业务及财务状况说明 将由奉佑生先生为大家介绍映宇宙集团2022年中期业绩情况以及未来发展战略之后会有何燕女士为大家重点介绍映宇宙集团2022年中期财务状况下面我们把时间交给公司管理层首先有请映宇宙集团有限公司 董事长兼CEO奉佑生先生为大家分享集团2022年中期业绩情况以及未来战略有请奉总大家好我是英宇宙集团的董事长奉佑生非常感谢大家来参加今天的发布会下面由我来向大家回馈一下集团2022年上半年 整体的业绩情况首先感谢各位股东一路以来的陪伴与信任2022年上半年整体的大环境不是非常好但我们也通过多样化与精神的上修策略保持了稳定的成绩上半年我们加大了与资本市场沟通力度希望 让市场多传递公司信息使公司的价值得到充分的反映我们从未停止贪寻新商业新产品的脚步也在不断完成更新迭代和自我进化寻求突破希望能够 ...