On September 1, Hongli Zhihui (300219) released a record of investor relations activities. Deng Shoutie, Secretary of the Board of Hongli Zhihui, gave a brief introduction to the company's basic situation and briefly described the company's development.
At present, the main business of Hongli Zhihui is LED business and car networking business, as follows:
LED business: Liangyou Hardware mainly produces LED brackets and lenses; Jincai Hardware mainly produces MIM, PVD, CNC and other products. Hongli Zhihui, Smide, and Jiangxi Hongli are mainly responsible for the production of LED packaging products, including white LEDs, automotive LEDs, etc., and continue to dig deep into new applications in the LED industry, such as infrared security, UV curing, deep UV sterilization, etc. . Ledia is responsible for LED general lighting; Zhongying Gongyuan is responsible for domestic LED engineering projects; Guangzhou Foda is responsible for LED automotive lighting business.
In order to give full play to the advantages of the company's LED industry chain and actively and effectively cut into the domestic vehicle lighting supply market, the company plans to invest RMB 230 million to acquire a 51% stake in Danyang Yishan Auto Lamp Equipment Manufacturing Co., Ltd. Realize the layout of the company's LED automotive lighting system in the domestic vehicle supply system.
In the car networking business: invested in Dina Technology, Hongchuang Power, Hezhong Automobile, and Speed ​​Easy Network.
Dina Technology's main business is the sales of vehicle terminal GID and the provision of car networking solutions;
Hongchuang Power is mainly engaged in research and development, production and sales of new energy vehicle motor electronic control, power battery system, intelligent driving and other core components;
Hezhong Automobile is committed to being a leading brand in smart interconnected new energy vehicle technology innovation and technology;
The company's main business is Internet marketing business and automotive Internet service business. It provides customized marketing plan planning and advertising service for brand customers such as financial institutions through its own and third-party Internet media channels.
Q: What is the current LED packaging capacity of the company? What is the expansion plan?
The company's and its subsidiaries, Smect and Jiangxi Hongli LED packaging products, currently have a combined capacity of over 4,500 KK per month. Subsequent expansion will be carried out according to market demand and the actual situation of the company.
Q: What are the chip suppliers that the company is purchasing now?
At present, the medium and small power chips purchased by the company are mainly made in China, and the high-power chips are mainly imported. The main domestic suppliers are Sanan Optoelectronics and Huacan Optoelectronics.
Q: What is the company's market share in the domestic LED packaging field?
In the domestic LED packaging field, the most productive is Mulinsen, the company ranked second. The company's LED packaging products are mainly used in lighting, so the company ranks among the best in white LED.
Q: What are the factors that increase the revenue of LED package products?
The LED package product revenue growth has the following factors: 1. The LED lighting market demand has a certain growth; 2. With the international giants exiting the domestic lighting market, the industrial regional transfer trend is obvious, the LED competition pattern is being adjusted; 3. The LED packaging industry is concentrated. Gradually increase.
Q: What is the price of LED raw materials?
At present, the original price supply of LED is relatively stable, and it may continue to maintain a stable trend in the future, and there will be no excessive fluctuations.
Q: What is the gross profit margin of the company's LED packaging products?
In the past two years, the company's international OEM orders have been increasing, and the gross profit margin of OEM orders is relatively low. At the same time, due to factors such as the LED industry market competition, the gross profit margin of LED packaging products has decreased compared with last year. However, the gross profit margin of the company's LED packaging products this year is relatively stable, and the gross profit margin in the first quarter of the second quarter increased slightly.
Q: What is the main development direction of the company in the LED application field in the future?
In terms of LED application products/fields, the company will mainly focus on the layout of LED automotive lighting in the future. LED automotive lighting company in the car-level LED lamp beads, LED lamp module and LED car assembly lights in three links. In the early stage, the company has already mass-produced the LED lamp beads used in the automotive aftermarket. Now the company plans to mass-produce the LED lamp beads used in the automobile front-loading market; the subsidiary Fo Da signal started to do the LED lamp module/module last year; the company plans to acquire The Yishen headlights are mainly responsible for the supply of domestic vehicle lights, and the LED car lighting panels are made bigger and stronger through a series of layouts.
Q: What plans does the company have for the LED business?
In terms of LED packaging, the main focus is on expansion. Applications such as LED general lighting and LED automotive lighting should be scaled up in existing businesses. In addition, on the basis of the above, we will continue to dig deep into the new application fields of the LED industry.
Q: What are the customers of Yishan Automobile? What is the progress of the acquisition?
Yishan Auto customers mainly include Geely Automobile, Great Wall Motor, Changfeng Cheetah, SAIC Iveco, Changan Automobile, Zotye Automobile, and FAW Group. At present, the intermediary agencies hired by the company are conducting audit work.
Q: How is the company's layout in the next step?
In terms of vehicle networking, the company continues to deploy in the form of hardware services. On the hardware side, we will look for companies with core technologies in a vertical field...
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