Securities code: Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) securities abbreviation: Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) No.: 2022012 Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363)
Announcement on the holding of online investor exchange meeting
The board of directors and all directors of the company guarantee that there are no false records, misleading statements or major omissions in the contents of this announcement, and bear individual and joint liabilities for the authenticity, accuracy and completeness of its contents.
From 09:30 to 12:00 a.m. on Wednesday, March 23, 2022, Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) (hereinafter referred to as "the company") held an investor exchange meeting in the form of online Tencent meeting. Now the holding situation is announced as follows:
1、 Explain the holding of the meeting
Time: 09:30-12:00 am, Wednesday, March 23, 2022
Guests present: Mr. Zeng Zhibin, chairman of the company, Mr. Wu Rui, director and President, Ms. Deng Huixia, Secretary of the board of directors, etc
Participating institutions: Societe Generale fund, Oriental alpha, Dachen investment, ICBC Credit Suisse, Guoxin Hongsheng, Zhaojin group, rongchuang investment, future investment, etc
2、 Main questions raised by investors and replies of the company
Question 1: laser market promotion progress, estimated market share and buyer analysis of potential customers
Reply: the company has completed the development of the first generation of fixed products and will complete the development of the second generation of mobile products in June this year. Up to now, the company has conducted cooperation discussions with potential customers, but has not reached a cooperation agreement.
Question 2: what are the current competitors of China's laser weapon pump sources
Reply: at present, the main competitors of China's laser weapon pump source are Ruike and kaiprin.
Question 3: progress of superconducting market promotion
Reply: the future market planning of superconducting equipment is mainly divided into two steps: the first step is that the heating of superconducting industry is widely used, covering all fields of metal thermal processing and heat treatment. It mainly realizes energy saving and super deep heat penetration depth. Forging forming and smelting heating methods replace traditional heating, such as gas furnace, power frequency furnace, electric furnace, electromagnetic furnace, etc; In the second step, the equipment will first start from aluminum processing, and then extend to other metals (including titanium alloy, superalloy and copper smelting) after obtaining the demonstration effect. It will gradually expand from the field of forging and forming to the heat treatment of high-quality parts, such as steel heat treatment and induction heating of major main bearing parts in the field of aviation and shipbuilding. In the next step, it will extend to the field of metal smelting and crystalline silicon heating.
Question 4: how long is the service life of the old power frequency furnace? When is the replacement peak
Reply: the service life of the old furnace is about 20-30 years, which is prone to two problems: one is the aging of the component copper coil; The other is the technical iteration, which gradually reduces from the previous medium frequency furnace of several thousand Hz to the power frequency of 50 Hz, which is difficult to decline again, otherwise the electric pressure of the whole power supply system is too large. At present, it is in the stage of technological transformation. The company predicts that superconducting induction heating equipment can solve the above problems. The national policy support for high temperature superconducting induction heating technology needs a process, through product trial, energy-saving verification, and then to application. The specific time is not clear at present.
Question 5: intentional orders for HTS
Reply: at present, Jiangxi Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) superconducting application Co., Ltd., a joint-stock company, has obtained 30 sets of intention orders for HTS equipment. The order is only an intention agreement and has no legal binding force on both parties. The relevant sales shall be subject to the signing of a formal sales contract. The product is still in the stage of market expansion and has not yet achieved mass production and sales.
Question 6: in theory, HTS should be very consistent with the national goal of 2030 carbon peak and 2060 carbon neutralization and energy conservation, but I don't know why so far the highest national departments, such as the Ministry of industry and information technology, the Ministry of energy, the national development and Reform Commission, or the articles of the central news media have not directly named HTS, which has led to your HTS being ignored by the market. And I don't see any subsidies from the state or provincial government to your company or customers who buy high-temperature superconducting machines. Have you contacted the upper leadership departments to try to make your HTS technology more valued by the state
Reply: the national policy support for high temperature superconducting induction heating technology requires a process, through product trial, energy-saving verification, and then to application. At present, the company has communicated with the national competent authorities for many times and received the support and affirmation of relevant departments. In recent years, it has obtained a number of science and technology support funds. In addition, many provinces have successively issued policies related to energy-saving equipment procurement subsidies ranging from 15-50%. The national standard committee appointed the company to take the lead in formulating the industry national standard, which also shows the status and influence of the company's relevant technologies.
3、 Risk tips
If the investor exchange involves the prediction of the industry, the company's development strategic planning and other relevant contents, it cannot be regarded as the guarantee of the company or the management for the development or performance of the industry and the company. The company will timely perform the relevant information disclosure obligations according to the relevant requirements. Please pay attention to the investment risks.
4、 Other matters
Thank all investors, institutions and media for actively participating in the company's online communication meeting. We welcome investors, institutions and media to continue to have more in-depth interactive exchanges with the company through investor hotline and SSE e interactive platform. We sincerely thank all investors, institutions and media for their long-term attention and support to the company!
It is hereby announced.
Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) board of directors March 24, 2002
