欢迎各位参加集会有限公司2022中期业绩发布会现在让我们介绍一下集会的管理层分别是主席执行董事吴志中先生大家好高级顾问童世平先生大家好融资部总裁郑润聪先生Ronnie大家好 财务总监及公司秘书谭伟德先生 Victor今天的发布会分为两个部分第一个部分吴总先会为大家回顾2022上半年的情况之后由庄总介绍公司最新业务发展接着由谭总详细为大家报告2022中期业绩及财务状况最后将由佟总分享公司在汽车新零售业务的发展前景 第二部分是问答环节现在我们把时间交给各位领导有请吴总理事们先生们大家好欢迎各位投资者分析师朋友们参加鼎峰集团2022年中期业绩发布会2022年上半年对于各行各业而言相信都是充满挑战 不用说拓展业务 企业人维持业务规模挺过疫情也遇到前所未有的困难对顶峰而言 我们也可以感受到在福利的容观环境下维持业务运营和落实发展计划都比以前要花费更多精力和努力可幸的是有赖于顶峰 同仁的丰富经验卓越能力及无比拼劲我们在充满挑战充满阻力的外围环境下突破前行在危机之中抓到机率实现时和量的双突破距离成为中国汽车电商龙驼的目标又走进一步 经过七年内破级几年顶峰继续落实变革全方位拓展车离子刺车平台我们应用顶峰多年来在金融领域的人脉 ...

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]

早晨,我非常开心我们今天在香港做中期业绩的发布是自从新冠疫情打击全球之后的第一次今天我和Noel和Evan一起他们稍后会做他们的报告Noel会带领问答 除了今天的业绩之外我们也会给予很充足的时间跟我们的顾客和投资者面对面见面我也非常期待在明天跟我们香港的股东见面我们一直都非常重视他们的反馈和参与我们也很期待亲身跟他们见面在近月就有一些报告关于汇丰另类结构的想法 董事会全面投入去详细审视这些想法我们也会继续如此彻底的研究NO就会在稍后的报告中更详细地讨论这一点董事会坚定地相信正如我们这些业绩很清楚地展示汇丰的策略是有效的同时也期望在来年交付非常好的回报 已经是157年了我们都是跟随着贸易和投资的流动来支持我们的顾客就是当他们一直希望达成他们在财务上的雄心我们是利用我们很深的经验和很强的全球性的关系帮助我们的顾客在全球来经营的今天我们是继续坚定的聚焦在我们核心的目标就是希望打开一个充满机会的世界 我们的模式对于个人和公司也越来越相关无论这些公司是什么规模和他们财务上的野心是环跨很多个国家和区域我们的转型使得我们可以从疫情 再成为一个更强大的银行有很好的定位来使用我们现在或者利用到我们现在的利率周期很少的银行可以比 ...

非常感谢大家抽时间参加HOMA高尔夫2022财政年度全年业绩公布媒体线上沟通会首先我会为大家介绍今天在线的管理层他们包括首席财务官兼首席营运官边卫文女士投资者关系总监陈丽珠女士首先我把时间交给 陈女士介绍一下公司2022年财政年度业绩的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可以在问答视窗输入问题下面我先将时间交给陈女士有请 各位分析师朋友 媒体朋友富途和智通大陆眼平台的各位投资人朋友 大家好欢迎各位波荣参加鸿马高尔夫2022财年全年业绩发布会我们将在接下去的一小时为大家分享这一年的业务进展和取得的成绩并期待在问答环节和大家进行交流截至2022年 3月31日的年度红马交出了一份令人满意的成绩单首先对首次参加公司发布会的朋友我先简单介绍一下红马 欧马高尔夫成立于1959年是高尔夫业内最富盛名的标志性品牌之一公司以精湛的工艺、卓越的性能以及无与伦比的产品质量而闻名融合先进的创新科技以及日本的传统工艺为全球高尔夫球手提供高端、高性能的高尔夫球杆、球类、服装以及配件 作为全球唯一的垂直整合型高尔夫公司鸿马拥有自主设计开发及制造的能力在日本九天拥有占地16万平方米的研发和制造中心2 ...