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Full of dry goods! The Beijing Stock Exchange's "Innovation and Growth" theme performance briefing is coming

author:Securities Times

On April 12, with the theme of "Innovation and Growth", the Beijing Stock Exchange selected 6 companies with good innovation and good performance growth to hold an annual report performance briefing, including Chuangyuan Xinke, Deyuan Pharmaceutical, Guangmai Technology, Guoyuan Technology, Huami New Materials and Guangsha Huaneng.

According to the "Investor Relations Activities" collectively released by the six companies today, the content disclosed by each company at the performance briefing was full of dry goods. Among them, Chuangyuan Xinke said that the 6G basic chip prototype testing and verification project undertaken by it and the Shanghai Advanced Research Institute of the Chinese Academy of Sciences has passed the acceptance, and the company will continue to promote 6G technology reserves; Guangmai Technology said that the company has accumulated 5G-A related technologies through a number of major projects, and will closely follow the strategic deployment of operators and strive for 5G-A related businesses.

Chuangyuan Information Technology: will continue to promote 6G technology reserves

From April 16th to 18th, the 2024 Global 6G Technology Conference with the theme of "Innovation Foresees the Future of 6G" will be held in Nanjing, Jiangsu. For this conference, the company said that it will only arrange exchanges and learning, and the company said that it will continue to pay attention to the innovation and upgrading of cutting-edge technologies in the industry, and actively explore the specific application and collaboration of related technologies in its own business fields.

In terms of 6G technology, the company and the Shanghai Advanced Research Institute of the Chinese Academy of Sciences have undertaken the research and development of "6G basic chip prototype testing and verification for new networks" project has passed the acceptance, and the company will continue to promote 6G technology reserves and enhance the company's long-term core competitiveness. The company said that it focuses on 5G/6G and millimeter wave R&D investment, continuously develops new products and promotes the rapid iteration of original products, enhances the core competitiveness and sustainable profitability of the company, and the patents applied for by the company are all related to the main business, and different patented technologies are suitable for different products and scenarios.

Chuangyuan Xinke said that in 2023, the company will continue to maintain high-intensity R&D investment, and further focus on the company's core technologies and products for long-term development in the future. In 2023, the company will carry out strategic cooperation with a number of enterprises to give full play to the complementary advantages of technology and achieve coordinated development.

According to the company's disclosure announcement, the company is currently changing the qualification to the listed company, paying attention to the specific progress of the matter and the annual supply amount to Huawei. In this regard, Chuangyuan Xinke said that the company is currently actively communicating with Huawei to apply for qualified supplier qualifications, and the existing model will not affect the company's business development with Huawei, and the company will disclose information in a timely manner if there is significant progress.

At the same time, Chuangyuan Xinke said that the company has carried out the layout of low-altitude economy related industries, and will actively expand business opportunities in related fields in the future. In terms of the layout of AI, the company said that it has planned the application of AI technology in wireless communication test instruments, which can not only enhance the core competitiveness of the company's products, but also provide customers with better services.

Guangmai Technology: Strive for 5G-A related services

At the performance briefing, Guangmai Technology introduced the computing power-related business, 5G-A related business, and high-speed rail business that investors are most concerned about.

For computing power-related business, the company introduced that in the first quarter of 2024, the company successfully won the bid for the computing power integration service project of Westlake University, which fired the first shot for the company's subsequent entry into the field of computing power services.

The company said that the project is currently being actively promoted, and the company will fulfill its information disclosure obligations in a timely manner according to the follow-up progress. The company's main strength is in the field of integrated services, and the company will strive to complete the delivery of the project, and strive to reduce costs and improve the profitability of the project while meeting the needs of customers. According to the data disclosed by the three major operators, the scale of the operator's computing power has increased significantly, and the layout has become more and more perfect, with the three major operators accounting for more than 60% of the market share in the field of data centers.

For 5G-A related business, Zhao Guomin, chairman and general manager of Guangmai Technology, said that the company has accumulated 5G-A related technologies and reserved relevant talents through major projects such as special communication support services for major events of the Hangzhou Asian Games, laying a foundation for 5G-A business undertaking. This year is the first year of 5G-A commercial deployment, and the company will closely follow the strategic deployment of 5G-A by operators, strive for 5G-A-related services, and actively carry out the research and development and application of new technologies.

For the high-speed rail business, the company said that it will closely follow the national high-speed rail new infrastructure strategy, dig deep into the high-speed rail information business sector, deeply expand the public network coverage of the new high-speed rail line, the 5G transformation of the business line, the trunk optical cable, and the maintenance of the business line equipment, and strive to become the leading enterprise in the national high-speed rail public network industry. In 2024, the company will continue to optimize its structure, gradually shift its ICT industry application business from "integration-oriented" business segments such as smart cities and future communities to more professional "technology-based" network security services, information innovation, and computing services, build core technical barriers, optimize business structure, and enhance competitiveness and profitability.

The company said that in 2024, the company will continue to optimize its structure, gradually shift the application business of the ICT industry from the "integration-oriented" smart city, future community and other business segments to the more professional "technology-based" network security services, information innovation, and computing power services, build core technical barriers, optimize the business structure, and enhance competitiveness and profitability.

Pay close attention to the relevant transfer policies

At the recent performance briefing, whether to transfer to the board has become a common concern for investors, and Chuangyuan Xinke and Guangmai Technology are no exception.

In response to whether the company has a plan to transfer to the board, Guangmai Technology said that the company's development path decisions in the capital market will be based on the principle of maximizing the interests of shareholders, and under the guidance of this principle, it will pay close attention to the policy trends of the capital market and grasp any opportunities that are conducive to the company's long-term development; While focusing on the development of the main business, the company will also pay close attention to the relevant transfer policy information, and will make decisions based on the company's own development and capital market environment.

Chuangyuan Xinke said that the company will consider whether to transfer the board according to the company's own development and the capital market environment, and the specific matters are subject to the company's information disclosure.

Kekang Instruments, which also held a performance briefing on April 12, answered with sincerity when faced with the question of whether to transfer the board.

Jikang Instrument said that the company has been paying close attention to the introduction of the transfer system by the China Securities Regulatory Commission and the Beijing Stock Exchange. The company noted that since the transfer system, no listed company on the Beijing Stock Exchange has disclosed the transfer plan or plan. "In our view, the Science and Technology Innovation Board, the Growth Enterprise Market and the Beijing Stock Exchange are important parts of the multi-level capital market, and the company should combine its own advantages and development strategies to choose the securities market sector suitable for the company's development. However, no matter which sector it is in, the company should strive to enhance its own intrinsic value, so that it will have a high investment value in the securities market. The company will adhere to the long-termism, while continuing to strive to enhance the company's intrinsic value, pay close attention to the trend of the transfer policy, and take into account the operation of the capital market and the company's development plan. "

Editor-in-charge: Liang Qiuyan

Proofreading: Liao Shengchao

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