On February 24, Putin flashed at Ukraine to brush the screen, and big a was innocent, but this was another “opportunity” for a small number of A-share companies.
After hours on the 24th, Beijing Highlander Digital Technology Co.Ltd(300065) said on the interactive platform of Shenzhen stock exchange that the company has the business of submarine observation network, which mainly monitors the activities of water surface and underwater combat units along the whole coast during the war, “to avoid the rapid penetration of Odessa, a coastal city in Ukraine, in the conflict between Russia and Ukraine”. The company also said that its submarine connection box technology “has the world-class technical level”.
Beijing Highlander Digital Technology Co.Ltd(300065) has been pushing “East digital computing” through interactive platforms, official and micro channels recently, but from the perspective of stock price, the market does not seem to buy it. In the five days since the outbreak of the concept of East digital computing, the stock price of Beijing Highlander Digital Technology Co.Ltd(300065) has also increased by 5%. However, in November last year, the company talked about yuan universe, which rose a wave, doubling in less than a month. Therefore, it received a letter of concern from Shenzhen Stock Exchange.
The performance of the company continued to decline in the past two years. After deducting non recurring profits and losses, the net profits were 71.34 million yuan, 27.72 million yuan and – 12.59 million yuan respectively, but the market value reached 10 billion yuan.
“with complete military industry qualification”
At about noon on the 24th, a question about “how is the business progress of the company’s undersea observation network? What is its role in the war? What is the competition situation in China” appeared on the investor interaction platform of Beijing Highlander Digital Technology Co.Ltd(300065) .
The company replied three hours later. The company said that the business of the submarine observation network is mainly the R & D and production of the core component submarine connection box. During the war, the submarine observation network is mainly to monitor the activities of the surface and underwater combat units along the coast, and timely find and prevent the infiltration of enemy submarines, frogmen, small ships and other equipment, Effectively reduce the destructive power of reconnaissance and special operations and avoid the rapid penetration of the Ukrainian coastal city of Odessa in the Russian Ukrainian conflict. The company’s submarine connection box technology comes from the mature Canadian team acquired, with a world-class technical level. At present, the laying proportion of China’s submarine observation network is low, and it needs to be rapidly improved in the follow-up.
At the same time with the above seabed observation network problem, there is another problem on the interactive platform: “what is the proportion of military industry income?”.
The company also replied at almost the same time, saying that “the proportion of military industry income belongs to classified information, but the company has complete military industry qualification, and all kinds of products have long-term equipment in all kinds of Chinese naval equipment, including aircraft carriers and submarines”.
According to previous announcements, Beijing Highlander Digital Technology Co.Ltd(300065) has disclosed the information of winning military projects twice, both of which are desensitized disclosure.
Once, in January last year, the company received the letter of acceptance issued by CITIC International Tendering Co., Ltd. and won the “XX comparison system project”, with an amount of 10.0984 million yuan. The first was in December last year, which “obtained the letter of acceptance issued by Dongfeng International Tendering Co., Ltd.” and won the “XX measurement equipment procurement project”, with an amount of 20.002 million yuan. The company’s operating revenue in 2020 is 871 million yuan, and the total amount of the above two military projects is about 30 million yuan, accounting for less than 4%.
push the “East Sea calculation”
Since last Friday, the East West calculation has been put forward as a new strategy. A-share related concept stocks have experienced a wave of daily limit. The leading Ningbo Construction Co.Ltd(601789) has received five word daily limit, and ningjian convertible bonds increased by more than 70% on Monday. While Beijing Highlander Digital Technology Co.Ltd(300065) timely pushed “East digital computing” through interactive platforms, official and micro channels.
On February 18, a question appeared on its interactive platform: “Hello, board secretary, East digital West computing engineering data center, does your company participate? What strength? What location? Thank you”.
The company replied that it would fully participate in the national “counting from the east to the west” strategy, which is divided into two aspects. First, there are a large number of super large, ultra deep and high latitude lakes in the western region, such as Qinghai Lake, Lugu Lake and Hulun Lake, which have good natural distribution conditions. The company has held a senior management meeting at the weekend to actively establish action items and implement national policies. Second, the East West calculation is mainly cold data, and the thermal data has high requirements for delay and cannot be carried out. Therefore, for the thermal data in the eastern region, using the seabed data center to realize the “East West calculation” is a very broad prospect, and the acceleration of this strategy is clearly felt by the company, The core underlying logic of computing from the east to the west is that the state strictly controls the energy consumption of the data center, and the natural low energy consumption of the underwater data center and its pulling effect on the new infrastructure will be obvious.
On February 23 and 24, the company also continuously released relevant tweets on “East digital computing” on official wechat.
The article said that under the complex background of repeated epidemics, lack of coal and electricity and dual control of energy consumption, the company made every effort to promote the implementation of submarine data centers in coastal provinces and cities across the country. On the basis of signing the contract in Hainan in December 2021, it will land in Dawan District, Yangtze River Delta and other places this year, and strive for the realization of “counting East and counting West” for the eastern thermal data under the “counting East and counting West” strategy. Beijing Highlander Digital Technology Co.Ltd(300065) also expanded the sales force of the exhibition industry. At the same time, on February 23, in Shanghai Lujiazui Finance & Trade Zone Development Co.Ltd(600663) Shanghai, led by chairman Shen wanqiu, an active and direct institutional forum was held with many primary and secondary market investment institutions to obtain more market recognition and investor support.
Unfortunately, from the feedback of the secondary market, Beijing Highlander Digital Technology Co.Ltd(300065) can only be said to be in line with the performance of other concept stocks. On February 18, on the first day of the outbreak of counting from the east to the west, Beijing Highlander Digital Technology Co.Ltd(300065) share price soared to 7%, and then fell rapidly, with a closing increase of only slightly more than 1%. In the following three days, the cumulative increase reached 11%, but fell sharply by 6% on Thursday, so that the cumulative increase in the five days was only slightly more than 5%.
Da Tan yuan universe receives attention letter
In November last year, the concept of meta universe was born in the sky, Beijing Highlander Digital Technology Co.Ltd(300065) rose by a wave due to the “meta universe”, with a maximum increase of more than 100% in less than a month.
On November 21, the company answered a number of investors’ questions about the business relationship between metauniverse and the company in interactive easy focus, saying that “metauniverse has three levels from concept to application, namely infrastructure, software and hardware and content services. The data center belongs to the category of infrastructure, and the company can provide relevant support”. The company’s undersea data center business partner Beijing Sinnet Technology Co.Ltd(300383) said when interacting with easy to reply investors that it had not yet involved the meta universe business.
On November 24, the company received a letter of concern from Shenzhen Stock Exchange.
The Shenzhen stock exchange requires the company to explain the specific basis of the relevant reply, whether it is accurate and complete, whether there is a situation of expanding the interpretation of the concept of “meta universe”, rubbing market hot spots and misleading investors.
At the same time, the company’s “submarine data center” project was also asked that the Shenzhen stock exchange required to explain whether the orders for the first batch of five data tanks were signed, and if so, explain the estimated construction time, achievable average annual income and net profit, and the subsequent arrangement for the layout of data tanks. The company’s statement is that “at present, the first phase data module of Hainan demonstration project has entered the final negotiation stage of the agreement with the customer, and the final draft of the relevant agreement is being finalized”, but it has avoided the problem of realizable income and net profit.
According to previous financial reports, Beijing Highlander Digital Technology Co.Ltd(300065) is mainly engaged in “intelligent ships and intelligent navigation” and “ocean observation and detection equipment and systems”, accounting for about 50% respectively in 2020.
In recent years, its performance has declined rapidly. In the third quarter of 2019, 2020 and 2021, the net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 71.34 million yuan, 27.72 million yuan and – 12.59 million yuan respectively, with a year-on-year decrease of – 11.79%, – 53.54% and – 153.84% respectively. At present, the latest market value of the company is 10.01 billion yuan.
