Today, Shengxin Lithium Energy, Tianci Materials, Zhongxin Fluorine Materials, Lianchuang Optoelectronics and other companies answered some investors' questions on the Interactive Platform of Shenzhen Stock Exchange and Shanghai.
Shengxin Lithium Energy (002240)
Q: Now that the second half of the year is in place, when will the lithium mine in Zimbabwe be put into production?
A: The Sabi star lithium tantalum mine project in Zimbabwe is expected to be completed and put into operation by the end of 2022, and the company will also actively promote the development and construction progress of the mine.
Zhongxin Fluorine Material(002915)
Q: Has the company cooperated with CATL on new battery projects?
A: At present, the company has not cooperated with catheter times on new battery models, and the company is actively carrying out the implementation of new electrolyte projects, promoting communication and cooperation with all aspects of the market, and actively exploring more cooperation opportunities.
Q: How much is EKSEN's fourth-generation refrigerant capacity? Can it be used in the thermal management system of new energy vehicles?
A: At present, Jiangxi Company has approved a four-generation refrigerant production capacity of 15,000 tons, and one of the application areas of the four-generation new refrigerant products in the future is the new refrigerant of new energy vehicles.
Gifted Materials (002709)
Q: The company's equity incentive grant price is low, and the performance target is the same as last year, which we as retail investors do not understand!
A: The source of the restricted shares to be granted by the company is the shares repurchased by the company from the secondary market, and the average price of the company's repurchase exceeds 48 yuan per share. As a leading enterprise in the upstream materials of new energy vehicles, the company has been in a stage of rapid development in recent years, and the attraction and retention of talents has always been an important issue in the company's business development. The company has always believed that talent is one of the cornerstones that can maintain the rapid development of the company, and the company hopes to improve the long-term performance appraisal goal through equity incentives, and carry out long-term binding with employees, so that employees and the company can develop together. On this basis, the company can further enhance its core competitiveness, maintain its leading position in the market, and give back to investors with better operating performance.
Q: Is our family's lithium hexafluorophosphate now produced by itself, and does it still need to be mined?
A: At present, the company's self-supply ratio of lithium hexafluorophosphate is more than 95%, and there are still a small number of external extractions, mainly to maintain stable cooperative relations with suppliers.
Shenghong Technology(300476)
Q: What is the proportion of the company's consumer electronics revenue? What is the proportion of the company's export sales, and where is the main market?
A: The company's PCB products are mainly used in consumer electronics, communication networks, servers and automotive electronics and other downstream fields, of which consumer electronics accounted for about 30%, the proportion of product exports exceeded 50%, the downstream customers were widely distributed and relatively scattered, and the single customer accounted for a relatively small proportion, the company is continuing to import high-end customers in the downstream field, and continuously expanding the high-end market share.
Huafon Microfiber (300180)
Q: Avita 11 is about to go public, and the company has increased its cooperation with automobile brands, can it help the company's long-term performance?
A: The impact of a single model on the company's performance is small, but the company is very optimistic about the future development of this field, and will also seize the industrial development trend of automobile de-dermising, continue to strive to strengthen its own advantages, actively explore the market, and strive to achieve win-win cooperation with more brands and models.
Q: Does the newly listed Changan Deep Blue SL03 also use the company's products in a large area? Look at how the gold medal board secretaries are publicizing people, whether they use it, or not use it, there is nothing to keep secret, and there is no need to hide it.
A: The company has supplied automotive interior products with about 80 models, due to commercial confidentiality and other reasons, the company can not announce all specific cooperative models, please understand!
Haoneng Shares (603809)
Q: What was the status of orders in the second quarter? Will the gross profit of companies that fall in the price of steel and other companies increase? Which new energy vehicle companies does the company cooperate with?
A: The decline in the price of raw materials such as steel has a positive impact on the company's gross profit margin; The company's new energy project orders in the second quarter increased significantly, and has carried out relevant cooperation with many new energy vehicle companies such as Geely, Weilai and Ideal, and most of the projects have gradually entered the mass production stage.
Lianchuang Optoelectronics (600363)
Q: Your company mentioned the four major qualifications and military trade qualifications mentioned in the laser business plan. Are these five qualifications in process or planned? If it is in the process, what is the progress?
A: The company has obtained the "weapon and equipment quality management system certificate", "weaponry and equipment scientific research and production unit confidentiality qualification certificate", "weapons and equipment scientific research and production license" and "equipment undertaking unit qualification directory certification" and other four major qualifications of the military industry, military trade qualifications are also being processed, because of the epidemic situation, there is a delay, the latest progress in qualification processing, please pay attention to the latest developments of the company.
Mitsuko Shika (688313)
Q: 1550nmDFB lidar chip is the latest technology for unmanned driving of new energy vehicles, DFB laser chip is one of the optical chips with obvious bottlenecks in China, high-end products basically rely on imports, please briefly introduce the 1550nmDFB lidar chip product characteristics developed by the company.
A: The company mainly develops DFB laser chips with a narrow line width of 1550nm, with a direct line width of less than 100kHz, which is used with AF continuous wave mechanism; Around the TOF mechanism, the main 1550nm seed source DFB laser chip, characterized by short pulse time, laser pulse width can reach the ns level.
Q: What is the current progress of the company's automotive lidar chip? Can you briefly introduce the company's lidar technology route and development advantages?
A: The company does not currently do the whole lidar machine, but cooperates with customers to do the light source part. DFB lasers do TOF seed sources, and customers have begun to purchase in small quantities. FM continuous wave DFB lasers are still in the development and customer verification stages, and have to cooperate with customers to produce chips and devices. Lidar technology is divided into TOF mechanism and FMCW mechanism, and we are actively cooperating with customers to promote. In the future, the company can cooperate with high-level lidar machine manufacturers to do low-level innovation on the core chip.
Winbond Health(002004)
Q: What is the company's layout in the medical aesthetic industry? How is it evolving?
A: The company has been deeply engaged in the skin industry for 30 years, and is a leading enterprise in the field of skin clinical drugs and skin health in China. In recent years, the company has actively developed its medical aesthetic business by relying on its leading edges in technology research and development, product coverage, channel layout, etc. In terms of products, the company has launched more than 20 products around whitening skin care, hydration and moisturizing, scar repair, sensitive skin care, anti-aging, etc., and is currently sold in pharmacies, e-commerce, and medical beauty institutions. In terms of medical beauty chain, the company operates a light medical beauty chain brand "Marne Skin", the main business covers pigmentation, scars, acne, sensitive skin and other problems of skin repair, skin rejuvenation, anti-aging and other skin medical beauty services.
Source: Reading Innovation Finance And Economics Synthesis
Review: Sun Shijian
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