On August 6, Wall Nuclear Materials, Jin Hyundai, Hitevision Technology, Jie'an Hi-Tech and other companies answered questions from some investors on the interactive platform of the Shenzhen Stock Exchange and the SSE e-interactive platform.
Wall Nuclear Materials[002130]
Q: Recently, the volatility of the global stock market has increased significantly, and as an investor, I always believe that the company's development prospects and AI industry trends continue to improve! What is the recent verification of the company's single-channel 224G finished cables delivered in small batches to downstream core customers, and has some positive progress been made?
Answer: The company has completed the development of a number of single-channel 224G high-speed communication line samples, and some of the samples have passed the customer's test, and the small batch has been delivered, and the customer's products still need to be verified by supporting customers; The follow-up supply situation depends on customer demand, and there is no bulk sales for the time being.
Q: Online car-hailing or unmanned driving, for example, the recently popular radish taxi unmanned driving has been rolled out in many cities, charging and recharging is also a major solution, it is understood that the company also has a large number of charging piles, charging gun products, how about the current sales?
Answer: The company's new energy vehicle business-related products mainly include electric vehicle charging guns, high-voltage wiring harnesses in the car, high-voltage connectors and charging docks. In the first quarter of 2024, Wall New Energy achieved operating income of 158 million yuan (unaudited), a year-on-year increase of 37.48%, of which the sales of charging gun products accounted for more than half of its overall revenue, with a rapid growth rate.
Shennan Circuit[002916]
Q: How many microns can your FCBGA minimum line width/line spacing achieve?
Answer: The company's FC-BGA packaging substrate has the mass production capacity of 14 layers and below products, and the sample manufacturing capacity of products above 14 layers. Line-width/space-spacing capabilities are available to meet current production needs.
GOLD HYUNDANA[300830]
Q: What role does the company's light cavalry low-code play in commercial aerospace, and what are the main cooperative customers in the aerospace field?
A: The company's light cavalry low-code development platform is a software development tool that can help customers quickly develop software and effectively reduce software development costs. The platform can develop software systems through visual drag-and-drop and rapid configuration, and can quickly generate high-experience applications without code or through a small amount of code, reducing the requirements for the number and ability of developers, improving development efficiency, and reducing software project development costs. The company's typical customers in the field of aerospace include aerospace science and technology, aerospace science and industry, etc.
Hitevision Technology[002955]
Q: Could the company please look forward to the layout and demand of the main education products, including general education, higher vocational education and preschool education? Can you introduce the layout and distribution of Hitevision in AI education?
Answer: At present, the national education digitalization strategy is making solid progress, and the construction of campus informatization is moving towards a new stage of smart campus with application, integration and innovation. As a new type of teaching space, the demand for smart classrooms is mainly concentrated in K12 and higher education, with a penetration rate of less than 20%, showing an increasing trend year by year, and is in a stage of rapid development.
The company has realized the full-cycle education service layout from preschool education, general education to higher vocational education, insisted on innovation and continuously optimized products and solutions, and provided users with better software and hardware products and better solutions. The "Xiaoyou Growth Study" launched by Hitevision Youxue, a subsidiary of the company, is based on the concept of the integration of school, community and family, and provides an intelligent learning space for children aged 6-15 in the community. With the help of AI accurate measurement, accurate learning, and precise practice, it can greatly improve learning efficiency and realize independent learning, and realize personalized learning tutoring on a large scale.
Jie'an Hi-Tech[300845]
Q: Please introduce the company's layout and application in education informatization.
Answer: Relying on the self-developed JanVR engine platform, the company combines virtual reality, augmented reality, mixed reality, system simulation, distributed simulation and other technologies with national occupational standards and industry technical specifications, and applies them to skills training in the fields of rail transit, emergency safety, air transportation, and navigational ships. The company walks with the digital transformation of vocational education and contributes to the cultivation of high-quality skilled talents.
Minde Electronics[300656]
Q: Which companies does the company have a total stake in?
Answer: Up to now, the main shareholding companies of Minde Electronics include: 1. Zhejiang Jingrui Electronic Technology Co., Ltd. (shareholding ratio of 22.09%), wafer foundry Zhejiang Guangxin Microelectronics Co., Ltd. (shareholding ratio of 34.43%), ultra-thin backing foundry Zhejiang Xinwei Tek Semiconductor Co., Ltd. (shareholding ratio of 28.57%), design company Jiangsu Lijun Power Semiconductor Co., Ltd. (shareholding ratio of 5.58%) ) and Zhejiang Xixin Microelectronics Technology Co., Ltd. (10%); 2. In the field of automatic identification, Shenzhen Self-owned Technology Co., Ltd., a service provider of automatic driving and intelligent assisted driving equipment (6.92%), and Shenzhen Haiyada Digital Technology Co., Ltd., a provider of intelligent hardware and solutions for the Internet of Things (26.32%).
Yongtai Energy[600157]
Q: The company's huge intangible assets, many investors are worried that the company's performance will change at any time. How to dispel investors' concerns?
Answer: The company's intangible assets are mainly mining rights, in order to ensure the sustainable and steady development of the coal business, mainly through market-oriented mergers and acquisitions, transfer and other ways to obtain relevant mining resources, different from other central enterprises, state-owned enterprises and other listed companies coal resources are mainly obtained through government allocation.
At present, the company has a total of 3.829 billion tons of coal resources, including 922 million tons of high-quality coking coal resources and 2.907 billion tons of high-quality thermal coal resources (including the Haizetan Coal Mine under construction, which has 1.145 billion tons of coal resources). According to the transfer of 7 coal prospecting rights in Shaanxi Province in 2023, taking the coal exploration and prospecting rights of the Mudushi Linan-Niudinghao block in Shenmu City as an example, the coal resources are 193 million tons, the transaction amount is 23.381 billion yuan, and the cost of coal resources per ton exceeds 120 yuan. To this end, the company's intangible assets correspond to the high value of mining resource assets, and can ensure the company's sustainable and high-quality development, match the industry attributes, and there is no impairment.
China's Coastal Defense[600764]
Q: Which enterprises and users does the company focus on serving the "Vehicle-Road-Cloud" intelligent transportation system implemented in Shanghai?
Answer: The company's "vehicle-road-cloud" intelligent transportation system is used in unmanned driving test sites, urban transportation system road traffic, and intelligent transportation comprehensive test demonstration bases in Shanghai.
Kangni Electromechanical[603111]
Q: What is the proportion of new energy vehicles in the company's main business? Does the company have driverless technology?
A: In 2023, the company will achieve operating income of 3.522 billion yuan, of which new energy auto parts will achieve operating income of 754 million yuan, accounting for about 21.4%. At present, the main products of the company's new energy auto parts business are charging (discharging) electric gun wire products (including high-power liquid-cooled charging guns), charging sockets, charging piles, high-voltage wiring harnesses, high-voltage connectors, power distribution units, etc.
Jiuzhou, Sichuan[000801]
Q: Does your company have any home robots, such as sweeping robots and other businesses? What is the percentage?
Answer: The company's main business is air traffic control, microwave radio frequency, intelligent terminals, intelligent terminal business includes digital audio and video terminals, data communication terminals research and development, manufacturing, sales and industry application services. The digital audio and video terminal business covers the field of radio and television, communication and industry applications, and its products include: ultra-high-definition set-top box, intelligent fusion terminal, AI set-top box, satellite digital set-top box, etc., of which the AI set-top box integrates the functions of 4 K ultra-high-definition set-top box, Internet ecological application, J B L audio and AI intelligent voice system, and supports five application scenarios such as audio-visual experience, Internet audio-visual aggregation, smart home, home entertainment, and family early warning.
800 million space-time[688181]
Q: The two projects under research listed in the 2023 annual report: the specific application prospects of the "Cardiovascular and Cerebrovascular Drugs (Afatinib Intermediates/Cardiovascular and Cerebrovascular Innovative Drug Intermediates)" project are cardiovascular and cerebrovascular innovative drugs and new psychotropic raw materials; The specific application prospect of the project of "development of sacubitril intermediates" is a new antihypertensive drug intermediate. When will the above projects be completed?
Answer: The company's "cardiovascular and cerebrovascular drugs (afatinib intermediates/cardiovascular and cerebrovascular innovative drug intermediates)" project and "sacubitril intermediate development" project are being carried out smoothly, please pay attention to the company's regular report disclosed on the website of the Shanghai Stock Exchange for specific project progress.
Source: Interactive Easy, SSE e-Interactive
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