Recently, Xinwangda released a record of investor relations activities. Xinwangda recently accepted research from companies such as China Merchants Securities, Bank of Communications Schroder Fund, Caitong Fund and Yantai Investment. The details are as follows:
1. The secretary of the board of directors introduced the company's report in the first three quarters of 2018.
In the first three quarters of 2018, the company achieved revenue of 13.106 billion yuan, a year-on-year increase of 45.03%, and a net profit of 430 million yuan, a year-on-year increase of 41.96%. The main reasons for the sharp increase in revenue are: (1) The sales of mobile phone batteries have increased significantly, mainly because the company has introduced more projects compared with the same period of last year, and the share of customers has also increased; (2) The company's laptop battery business began. Force, business income increased simultaneously; In addition, the intelligent hardware business will be fully developed, the company will continue to expand cooperation with the eco-chain company in the future, further enrich product categories, and is committed to building an intelligent manufacturing platform and innovation platform.
2. What is the current progress of 3C consumer battery business?
The company's battery pack business extends from mobile phones to notebooks and smart hardware products, extending from battery packs to upstream batteries, broadening revenue and increasing profit margins. Dongguan Liwei Energy Technology Co., Ltd., a subsidiary company of the company, mainly produces and consumes 3C batteries, which are widely used in mobile phones, notebook computers, intelligent hardware and other consumer 3C products. In addition to the original production base in Dongguan, Liwei has now completed expansion in Huizhou Park. In 2017, Dongguan Liwei has entered the supply chain of some domestic high-end brand customers. The market reputation and customer recognition are good, and production and sales continue to grow. In 2018, Dongguan Liwei became a wholly-owned subsidiary of Xinwangda, and gradually entered the domestic mainstream high-end mobile phone notebook brand supply chain, and the market share will be further improved. As the self-sufficiency ratio of the company's consumption of 3C batteries continues to increase, the company's overall revenue and profit margin will be further improved.
3. What is the current progress of the company's power battery business?
The company's power battery module is developing rapidly and its performance can be expected. The company has completed the non-public offering of funds, plans to invest 6GWH pack and 4GWH batteries in the power battery sector. The company can produce 210WH/kg high energy density power batteries, and the technology is at the leading level in the industry. At present, the company has 14 matching passenger vehicles entering the national announcement catalogue. The first phase of the power battery of the company's Boluo production line park has been completed and the production line has been put into production smoothly. The 2GWH battery production line has started production in June. At present, the company's introduction of high-end customers at home and abroad is progressing smoothly. In the second half of the year, with the continuous introduction of customer orders and the gradual release of production capacity, the power battery business will gradually reach production and generate benefits. It is expected that the production and operation of power production lines will be on the right track next year.
4. How is the company's automation?
The company has a strong automation R&D team. Most of the equipment used in the automated production line is independently developed. It has strong strength in transmission, control, optics, measurement, etc. It can realize 3C, power and energy storage batteries. Production and production of other parts of equipment. There has been an increase in revenue through the external output of automated equipment and automated lines.
5. What is the company's development in the field of wireless charging?
In 2013, the company joined the Wireless Power Consortium (WPC), and its wholly-owned subsidiary, Presex, purchased related test equipment in 2014 and completed the research on alliance standards. In the same year, it officially passed the WPC audit and became its authorized. Testing center (currently 10 in the world and 2 in the mainland). Alliance members will jointly promote WPC's wireless charging technology, and the transmitter and receiver that are certified by the Alliance standard will be compatible with each other. As one of the only two wireless charging product testing and certification institutions in mainland China, Presisi has a pivotal position. The company's wireless charging products are currently mainly used for mobile phone back clip batteries, mobile phone accessories that receive and transmit wireless charging signals. Wireless charging technology is the future development trend. The company will closely follow the market direction and actively develop products that meet the needs of consumers. It will be applied to mobile phones, notebooks, smart wearable devices, home appliances, electric vehicle batteries and other fields.
During the reception process, the company's reception staff and investors conducted full exchanges and communication, strictly in accordance with the relevant system regulations, there was no undisclosed major information disclosure, and at the same time, the investigation of the "commitment" was signed according to the requirements of the Shenzhen Stock Exchange.