laitimes

Newamstar: On May 10, a performance briefing was held with the participation of investors

author:Securities Star

According to Securities Star News, on May 11, 2024, Newamstar (300509) announced that the company would hold a performance briefing on May 10, 2024.

The details are as follows:

Q: What is the impact of the company's breakthrough in aseptic cold filling technology for PET bottles on the industry landscape? How can we leverage this technology to further expand our market share?

A: Dear investors, hello! After years of experience accumulation and technology development, the company has developed into one of the enterprises with remarkable technological innovation capabilities in the field of liquid food packaging machinery in China.

In the field of aseptic filling of liquid food, the company took the lead in successfully breaking the long-term monopoly of international liquid food packaging companies on the aseptic cold filling technology of PET bottles, and continuously consolidated and expanded its advantages to form a comprehensive aseptic filling solution of various types, different speeds and compatible with various specifications of packaging, and became the first Chinese supplier with more than 100 sets of various aseptic lines contracted.

In the future, the company will further deepen technological innovation, compare customer needs, benchmark against the world's first-class, continue to improve product competitiveness and system advantages of solutions, and run out of the "acceleration" of the new era and new journey! Thank you for your interest!

Q: In the construction of a high-quality technical R&D team and an efficient R&D system, what specific measures does the company have to attract and retain talents and ensure continuous technological innovation?

A: Dear investors, hello! The company has always unswervingly implemented the human resources leading strategy with personnel selection and training as the core.

In order to build a solid talent highland advantage, the company adheres to the guidance of "strategic", "supportive" and "partner" human resources, promotes the transformation of recruitment to recruitment, training to training, organization to formation, strengthens interest-driven, passionate mobilization and spiritual agitation, and cultivates batches of "generals" and "craftsmen" teams.

Through the unswerving implementation of the enterprise management model with target management as the core, combined with the platform resources of Newamstar College talent cultivation, the company has built a group of managers who have transformed to learning, coaching and operation. The company adheres to the talent training and evaluation model of "teaching materials + teachers + teaching + training + evaluation", and regularly introduces and reserves outstanding R&D technical talents through school-enterprise cooperation, "ecosystem" platform building, independent recruitment, etc., so as to provide talent guarantee for the implementation of the product technological innovation model with research institutes and business divisions as the double engine.

In addition, the company continues to improve the salary distribution system, establish salary promotion channels for various employee positions, highlight the value of key positions, and guide key talents to complete performance goals with high quality and receive relevant rewards through the establishment of various incentive policies such as project awards, new product development and iteration awards, patent awards, quality and efficiency improvement awards, rationalization suggestion awards, outstanding employee awards, pacesetter awards, academic qualifications and professional title promotion awards. Thank you for your interest!

Q: What are the specific contents of the large-scale packaging ecological strategy? How does the company balance the allocation of resources between traditional business and new strategic directions?

A: Dear investors, hello! As the R&D and manufacturing base of high-end liquid (beverage) packaging machinery in China, Newamstar is committed to providing general integration and general contracting services for liquid product factories with integrated production and storage solutions. For a long time, Newamstar has always adhered to the business philosophy of "innovation-driven development, quality wins the market", and has been intensively cultivating in the five major fields of beverages, dairy products, alcohol, condiments and daily chemicals, providing global users with complete sets of intelligent equipment and integrated solutions for production and storage, such as water treatment, pre-blending, bottle blowing, filling, secondary packaging, intelligent logistics equipment, etc., realizing the dream of "China's equipment and equipment world".

The large packaging ecological strategy is the company's strategic derivation and promotion on this basis, aiming to meet the wider packaging needs of customers based on the highly digital, intelligent and customized integrated overall solution of liquid food packaging, provide customers with higher performance, higher quality and higher value-added products, and help the liquid food packaging industry to be environmentally friendly, economical, efficient and sustainable.

The company will conduct in-depth research and analysis of its own industry, business characteristics and customer needs, formulate differentiated resource allocation strategies, reasonably allocate resources and inputs, match corresponding adjustment strategies through continuous monitoring, and reasonably balance the resource allocation between traditional business and new strategic directions. Thank you for your interest!

Q: What are the company's specific practices or plans for improving corporate transparency and the quality of information disclosure?

A: Dear investors, hello! In order to enhance corporate transparency and facilitate investors to better understand the company, the company has revised the company's "Information Disclosure Management System" in accordance with relevant laws, regulations and normative documents such as the "Information Disclosure Management System for Listed Companies", "Governance Guidelines for Listed Companies", "Rules for the Listing of Stocks on the Growth Enterprise Market of the Shenzhen Stock Exchange", "Guidelines for the Standardized Operation of Listed Companies on the Growth Enterprise Market of the Shenzhen Stock Exchange" and other relevant laws, regulations and normative documents.

In addition, the company will continue to strengthen compliance and effective communication with the capital market, and make information disclosure in strict accordance with laws, regulations and information disclosure requirements to ensure the truthfulness, accuracy and completeness of information disclosure. At the same time, the company strengthens interaction with investors through a variety of ways, actively does a good job in investor relations management, actively understands investors' demands through multiple channels and methods, and effectively improves the quality of information disclosure. Thank you for your interest!

Q: Can the company consider not paying dividends and using the money to buy back and write off?

A: Dear investors, hello! We have received your valuable comments and suggestions! Thank you for your interest!

Q: In terms of core technology protection, in addition to strengthening confidentiality management, does the company consider further strengthening the intellectual property defense line through patent layout, technical cooperation, etc.?

A: Dear investors, hello! Since its establishment, the company has been focusing on the construction and development of enterprise technology innovation system, and actively cooperated with Jiangnan University, Suzhou University and other scientific research institutions to establish a long-term strategic cooperative relationship. At the same time, the company has established a sound intellectual property management system, passed the performance evaluation of the provincial intellectual property standard implementation enterprise in 2017, passed the intellectual property management system certification twice in 2019 and 2022, and has been rated as a national intellectual property advantage enterprise and a national intellectual property demonstration enterprise. So far, the company has applied for more than 1,500 patents of various types, has more than 700 valid patents, has won the China Patent Award for many times, has established a key technology patent layout in Europe and other places, and has undertaken the enterprise intellectual property strategy promotion plan, enterprise intellectual property peak action plan, high-value patent cultivation projects, etc.

In addition, the company has also built the idea and path of coordinated development of scientific and technological innovation, intellectual property rights and standards, adhered to the development concept of technology patenting, patent standardization and standard internationalization, formed a new pattern of innovation and high-quality development of the food and packaging machinery industry, and continuously realized the great ideal of "China's equipment and equipment world". Thank you for your interest!

Q: In the face of market competition risks, how can companies maintain their leading position through differentiated competitive strategies or product innovation?

A: Dear investors, hello! The company attaches great importance to the expansion of domestic and foreign markets, and has formulated differentiated expansion strategies according to the characteristics of different regional markets. In the domestic market, the company continued to strengthen its supply chain coordination capabilities, adjusted and optimized its product structure matrix in a timely manner, further improved the level of refined and lean management, strengthened the capacity building of the marketing team, and consolidated and expanded its market share. In terms of overseas markets, the company has implemented a differentiated marketing strategy, giving full play to the advantages of the integrated overall solution of liquid food packaging, conforming to the needs of international customers, and effectively enhancing the international image of the corporate brand with high-quality, high-efficiency and high-intelligent products as the medium. Thank you for your interest!

Q: In 2023, the company achieved a 65% increase in operating income, what are the main drivers of growth? How does the company plan to sustain or accelerate this growth momentum in the future?

A: Dear investors, hello! The company's operating income in 2023 increased by 21.65% over the previous year, of which the export sales revenue increased by 133.61% over the previous year.

The increase in operating income in the reporting period was due to the fact that we have done a good job in several aspects

First, continue to innovate and deepen innovation. Technological innovation capability is one of the company's core competitiveness. During the reporting period, Newamstar was successfully listed in the "2023 Suzhou Top 100 Private Enterprise Innovation Enterprises", and as of the end of the reporting period, the company held a total of 796 authorized patents, including 240 invention patents. The second is to further promote digital and intelligent transformation. During the reporting period, Newamstar's "1+1+1 Digital Factory Overall Solution" was successfully shortlisted for the "Digital Transformation Innovation Achievements of China's Light Industry", and the company's customized parts precision machining intelligent workshop was successfully recognized as "2023 Jiangsu Intelligent Manufacturing Demonstration Workshop".

The third is to adhere to the customer-centric, and constantly improve product quality and service capabilities. During the reporting period, Newamstar was listed on the list of "The Eighth Batch of Service-oriented Manufacturing Demonstration Enterprises (Platforms) in Jiangsu Province" and won the "Suzhou Quality Award".

In the future, Newamstar will continue to follow the law of scientific and technological innovation, rely on an efficient R&D system and high-end test platform, create higher value for customers with more advanced technology, better products and better services, continue to help the development and progress of the industry, and contribute to the construction of a manufacturing power. Thank you for your interest!

Newamstar (300509) main business: R&D, production and sales of liquid food packaging machinery.

Newamstar's 2024 first quarter report shows that the company's main revenue was 246 million yuan, a year-on-year decrease of 0.62%; the net profit attributable to the parent company was 9.692 million yuan, a year-on-year decrease of 38.03%; deducted non-net profit of 8.1291 million yuan, a year-on-year decrease of 34.44%; The debt ratio was 69.65%, the investment income was -434,700 yuan, the financial expenses were 444,800 yuan, and the gross profit margin was 20.96%.

There are no agency ratings on the stock in the last 90 days.

The above content is compiled by Securities Star based on public information, generated by an algorithm (Network Information Calculation No. 310104345710301240019), and has nothing to do with the position of this site, if there is a problem with the data, please contact us. This article is a compilation of data and does not constitute any investment advice for you, investment is risky, please make a cautious decision.