Ladies and gentlemen, thank you for standing by and welcome to Xiaomi 2022 interim result announcement conference call. Today's conference is being recorded. If you have any objections, you may now disconnect at this time. If you have any questions you would like to raise during the question and answer section later, please press star 1 on your telephone keypad to register your questions. Should you wish to cancel your question, please press star 2. I'd now like to hand over the conference to your host toda ...

Financial Data and Key Metrics Changes - The company reported its first half 2022 earnings, with specific financial results available on the investor relations website [1] Business Line Data and Key Metrics Changes - No specific details regarding changes in business line data or key metrics were provided in the content [1] Market Data and Key Metrics Changes - No specific market data or key metrics changes were mentioned in the content [1] Company Strategy and Development Direction and Industry Competition - No information regarding company strategy, development direction, or industry competition was included in the content [1] Management's Comments on Operating Environment and Future Outlook - No comments from management regarding the operating environment or future outlook were provided in the content [1] Other Important Information - The conference call was structured to allow for questions after the presentation, indicating an interactive session for stakeholders [1] Q&A Session All Questions and Answers - No specific questions or answers from the Q&A session were included in the content [1]

After management's presentation, there will be a question and answer session. For participants who are dialing by phone, if you wish to ask a question, please press 5 on your telephone to raise your hand. If you are accessing from the Tencent Meeting or VooMeeting application, please click the Raise Hand button at the bottom left. And please be advised that today's webinar is being recorded. Before we start the presentation, we would like to remind you that it includes four looking statements, which are und ...

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各位尊敬的投资者下午好欢迎各位抽空参加滨海投资2022年中期业绩发布会我们早前已经把公司的简报发送到各位的电邮如果您没有收到或者有任何问题请联系DLK我们会尽快为您提供协助在我们的发布会正式开始之前先让我为各位介绍一下今天出席的各位领导 分别有滨海投资的执行董事兼总经理高亮先生大家下午好副总经理兼董事会秘书尹富刚先生大家下午好副总经理兼财务总监习明先生大家下午好总经理助理兼董事会办公室主任王美丽女士 大家下午好 谢谢各位今天的发布会会分为两个部分在第一个部分各位领导将会针对滨海投资2022年的中期业绩投资亮点财务分析以及发展战略为我们进行深入的讲解之后就是问答的环节如果您有问题可以在我们现在的您看到的平台之中互动一栏输入您的问题我们稍后会为您读出并邀请领导为您解答 现在我们就先把时间交给习总为我们来解释一下我们的接下来的一个中期业绩还有未来发展战略的情况有请谢谢首先感谢各位投资者抽空参加我们的中期业绩的推介会下面由我来给大家一块分享一下我们的中期业绩包括我们的一些亮点 2022年上半年我们面对高油价高气价包括新冠肺炎的肠胃效应多重压力下我们的2022年的中期业绩依然取得了非常亮眼的成绩2022年上半年我们实现 ...

Financial Data and Key Metrics Changes - In Q2 2022, the company's revenue was $1,903 million, a sequential increase of 3.3% and a year-over-year increase of 41.6% [2][4] - Gross margin was 39.4%, down 1.3 percentage points sequentially but up 9.3 percentage points year-over-year [2][4] - Operating profit was $539 million, a sequential increase of 0.6% and a year-over-year increase of 0.3% [2][4] - EBITDA reached a historical high of $1,220 million, with a sequential increase of 7.4% and a year-over-year increase of 3.7% [2][4] - Total assets at the end of Q2 were $40.5 billion, with total liabilities of $13.1 billion and total equity of $27.3 billion [3] Business Line Data and Key Metrics Changes - Revenue from the smartphone segment accounted for 25%, while smart home and consumer electronics contributed 16% and 24% respectively [7][9] - The smart home segment grew by 24% sequentially, driven by demand for wireless network routers [8][9] - Consumer electronics saw an 8% sequential growth due to increased demand for high-end analog MCU platforms [8][9] - The industrial segment grew by 18% sequentially, indicating robust demand in that area [8][9] Market Data and Key Metrics Changes - Revenue distribution by region remained stable, with mainland China and Hong Kong accounting for 69%, North America for 19%, and Europe and Asia for 12% [7][9] - The company noted a structural differentiation in demand across various application areas, with automotive electronics and green energy maintaining solid growth [6][8] Company Strategy and Development Direction - The company is strategically adjusting its production capacity to avoid oversupply in saturated markets, focusing on high-value products like power management and high-end MCUs [6][10] - The management emphasized the importance of flexibility in manufacturing lines to quickly respond to market changes [10][11] - The company plans to continue investing in capacity expansion while being cautious and market-driven [12][13] Management's Comments on Operating Environment and Future Outlook - The management highlighted that the semiconductor industry is currently facing a dual-cycle impact, with macroeconomic slowdown and an industry downturn [5][6] - They expect the structural shortage in certain segments to persist into the second half of the year, prompting adjustments in production capacity [12][13] - The management expressed confidence in the long-term growth of the domestic foundry market despite short-term adjustments [13] Other Important Information - Capital expenditures in the first half of the year totaled $2.5 billion, increasing monthly capacity by 53,000 8-inch wafers [12][13] - The company has a solid customer base and is optimizing its customer structure to enhance cooperation with top clients [11][12] Q&A Session Summary Question: Impact of cyclical adjustments on utilization - Management noted that the most significant impact is seen in the smartphone sector, where demand has dropped significantly due to high inventory levels [14][15] Question: Price environment and long-term agreements - The management indicated that while some prices may drop, long-term agreements (LTA) are expected to remain stable [16][17] Question: Company's response to the current down cycle - The management explained that the external economic downturn and internal oversupply are the main factors affecting the current cycle, with a focus on maintaining flexibility and readiness [18][19] Question: Future capital expenditure plans - The management stated that capital expenditure plans will remain stable and cautious, with a focus on long-term growth [28][29]