Securities code: Hichain Logistics Co.Ltd(300873) securities abbreviation: Hichain Logistics Co.Ltd(300873)
Hichain Logistics Co.Ltd(300873) investor relations activity record
No.: 2022003
Investor relations □ specific object research □ analyst meeting
Activity category □ media interview ■ performance briefing
□ press conference □ site visit
□ roadshow activities □ others
Time: 15:00 ~ 17:00 PM, March 24, 2022 (Thursday)
The location is "panoramic roadshow all over the world" through panoramic network（ https://rs.p5w.net. ）The meeting shall be held by means of network remote
Participate in unit investors' online questions, Liang Chen, chairman and general manager of listed companies; Yao Peiqin, sales director; Liang Huaqin, chief technology officer; Gao yubiao, director, Secretary of the board of directors and receptionist; Yu Huang, director of investment and financing & IR; Chief financial officer Wu Xiaowei; Independent Director Tan Yueqi; Sponsor representative: Liu Junqing
1. Will the company have new production capacity this year? How much incremental business is expected to be brought this year? thank you
Dear investors, the company is a technology company with integrated supply chain logistics services. The capacity expansion of external logistics services is not restricted by the investment scale of fixed assets. Thank you for your attention.
2. Hello, chairman, will the company have an equity incentive plan to improve the enthusiasm of employees and improve the operation efficiency of the whole company?
Dear investors! The company has always attached importance to talent training and incentive. The equity incentive scheme is being designed. In the future, the employee stock ownership plan will be implemented at an appropriate time. Please pay attention to the announcements in the main investor relations activities of the company. thank you!
3. Will the current epidemic situation have a substantive impact on the overall business progress this year?
Dear investors! At present, the epidemic has no substantive impact on the company's business. Due to the great uncertainty in the future epidemic changes, macro policies and international trade, it may bring certain risks to the company's overall business development. thank you!
4. Your company disclosed in the previous annual report that the company has also entered the logistics of medical treatment. Can you give a detailed introduction to the development of customers in recent years?
Dear investors! Customers in the medical device industry are under continuous development. Thank you for your attention.
5. Hello, it was said in the financial report of last year that Haichen has entered the logistics industry of medical devices. How is the development of this field at present? Is there a big increase over last year
Dear investors! Customers in the medical device logistics industry are under continuous development. Thank you for your attention.
6. Can the company's model be replicated in more industries
Dear investors, the company's customer base has gradually expanded from 3C electronics to new energy vehicles, special materials, Internet, household appliances, photovoltaic and other industries. These successful cases have proved that the company's information system and supply chain logistics services have the ability of cross industry replication. In the future, the company will still strengthen market expansion in other industries. thank you.
7. Hello, may I ask the company's development plan in the photovoltaic field this year, and whether the photovoltaic business is expected to grow significantly this year?
Dear investors! At present, the company's customers in the photovoltaic field are in continuous development. Thank you for your attention. 8. According to the annual report of your company for fiscal year 2021, the sales amount of your company's top five customers accounts for 55.38%, of which the sales amount of the first customer accounts for 40.44%. The concentration is too high and depends too much on a major customer. I would like to ask President Yao, what is the reason for such a high concentration? How can your company avoid Ofilm Group Co.Ltd(002456) phenomenon in the future? Dear investors! Since its establishment, the company has mainly provided integrated supply chain logistics services for well-known brand customers, and has been committed to the business development direction of multi industry, multi customer and multi service for a long time. By formulating standardized service processes and building an information management platform, the company has reduced the difficulty of cross industry, cross customer and cross business replication. At present, the company has formed a wide range of industries, customers and service products, and its dependence on a single customer is decreasing. Thank you for your attention!
9. How much capacity can the company begin to release in 2022? How much incremental business is expected to bring? thank you
Dear investors, we are a logistics technology service company and cannot calculate the production capacity according to the manufacturing enterprises. Under the condition of unchanged macroeconomic fundamentals, we will strive to maintain the previous compound growth rate. Thank you for your attention.
10. Your company's investment in science and technology does not account for a large proportion of R & D. what are your plans and plans for the future? Do you think Haichen is an innovative logistics company driven by science and technology?
Dear investors, the company will continue to increase the investment in R & D expenses. In 2022, the company signed a strategic agreement with Tencent and digital potential technology, relying on Tencent's cloud computing, big data, blockchain, Internet of things, artificial intelligence, map location service, enterprise wechat and PAAS platforms on the Internet platform; At the same time, give full play to the advantages of digital potential technology in supply chain algorithm optimization, planning and decision-making, control tower and enterprise operation digital brain. The three parties jointly build the first leading manufacturing logistics SaaS platform outside China, enable manufacturing enterprises to promote the digital and intelligent transformation of manufacturing logistics management from the aspects of efficiency and cost. thank you.
11. From 2022 to February, what is the year-on-year change in Lenovo's business volume? Does the company have a general judgment on the 3C related business this year? thank you
Dear investors! At present, the business volume of 3C customers has maintained a uniform development, and there are uncertainties in the global epidemic change and macroeconomic development in the future. thank you!
12. What industry will the company mainly face in its future strategic planning?
Dear investors! The company's future strategic planning direction is mainly 1 Focus on manufacturing supply chain logistics services: integrate end-to-end services, digital management and automatic operation, further extend the service scope to the manufacturing end and the sales end, and practice the "integration of two industries".
2. Strengthen technology R & D and vigorously develop the SaaS platform of manufacturing supply chain logistics: integrate the knowledge system of 20-year manufacturing supply chain logistics management into the SaaS platform. 3. Expand supply chain consulting, logistics automation system integration and intelligent logistics equipment manufacturing business: the company will comb the operation experience of many business scenarios for 20 years, widely integrate industry resources, establish an open, mutually beneficial and win-win model, and promote the transformation of the company to digital intelligence system integration and overall solution provider. thank you!
13. What is the general situation of the company's digitization level in the same industry, and what is the specific situation of customers' demand for digitization? thank you
Dear investors, digitization is the core driving force of the company's development. The company has accumulated on-site experience in multiple scenarios and a complete system platform and knowledge system; The company uses information system + intelligent equipment to open up all logistics nodes before, during and after production, provide whole chain services and digital management, give full play to the five advantages of science and technology, localization, integration, agility and cost, realize the in-depth integration and good interaction between modern logistics industry and advanced manufacturing industry through in-depth customized design and overall lean management, operate efficiently, and help customers shorten production cycle, reduce inventory Improve production efficiency, reduce cost and increase efficiency, and empower brand companies and their suppliers.
At the same time, the company signed a strategic agreement with Tencent and digital potential technology, and the three parties jointly built the first leading manufacturing logistics SaaS platform outside China, enabling manufacturing enterprises to promote the digital and intelligent transformation of manufacturing logistics management from the aspects of efficiency and cost. Thank you.
14. Does the company have a plan to buy back shares?
Dear investors! The company has always attached importance to talent training and incentive. Please pay attention to the company's announcement on the specific time of implementing the employee stock ownership plan, the stock source of equity incentive and the specific implementation plan. Thank you for your attention!
15. Does the company predict the year-on-year trend of customer business volume in the consumer electronics industry? If there is a year-on-year decline in business, will the company have corresponding measures to make up for it? thank you
Dear investors, the demand of consumer electronics market continues to boom. Although it has been affected by a certain epidemic for many years in the field of manufacturing and circulation, it is still developing steadily on the whole. With the active expansion and efforts of the company, new customers and new projects continue to land. At the same time, the company has established a modern supply chain management system to meet the needs of customers in different industries. By deeply integrating the existing knowledge system and focusing on the core advantages of lean design and scientific and technological empowerment,
Continuously expand, develop and upgrade iterative cross industry integrated solutions. The company now serves customers from 3C electronics to new energy vehicles, medical devices, photovoltaic, special materials, Internet platforms, household appliances and other industries. It actively studies and expands the supply chain demand and business opportunities of different industries, and provides more convenient and efficient traffic access and accurate services for customers in many fields by accelerating the construction of information and platform products.
16. Hello, Mr. Liang, where can the company achieve full automation and unmanned in the future, so as to reduce costs. Is the company's advanced technology in a leading position in the same industry?
Dear investors, automatic, unmanned, intelligent and low-carbon smart logistics has become an important part of the new infrastructure, as well as a new development concept and inevitable behavior trend in the era of smart logistics. The company has automatic warehouse construction plans in Hefei, Changzhou, Suzhou, Chengdu, Shenzhen and other cities. At present, the company's supply chain logistics management software, automatic warehouse technology and automatic warehouse scale are in a leading position in the same industry. At the same time, the company signed a strategic agreement with Tencent and digital potential technology, and the three parties jointly built the first leading manufacturing logistics SaaS platform outside China, enabling manufacturing enterprises to promote the digital and intelligent transformation of manufacturing logistics management from the aspects of efficiency and cost. Thank you.
17. May I ask whether the company's dependence on the top customers will decrease since 2022? thank you
Dear investors! Through the accumulation and replication of the existing tob productive Supply Chain Logistics comprehensive service experience and knowledge system, the company actively expands new customers and is committed to expanding its service capacity to the balanced development trend of multi industry, multi business and multi customer. Thank you for your attention!
18. Will the company generate revenue from developing software or development platform in the future?
Dear investors, the framework cooperation agreement signed by the company with Tencent cloud and digital potential technology is an important embodiment of the company's long-term strategic layout. By reaching a strategic partnership, we are jointly committed to building the first leading vertical Internet SaaS service platform in the supply chain field outside China and helping the company transform into a technology-based and platform based company, which is in line with the company's long-term development interests. thank you.
19. Will there be a year-on-year decline in the concentration of the company's top customers this year? thank you
Dear investors! The company attaches importance to the problem of customer concentration. Through the accumulation and replication of the existing tob productive Supply Chain Logistics comprehensive service experience and knowledge system, the company greatly expands new customers and is committed to quickly replicating the service capacity to the balanced development trend of multi industry, multi business and multi customer. Thank you for your attention!
20. How does the company collect service fees from customers, according to quantity or price, or cost plus? At present, the labor cost is rising, the price of bulk commodities is rising, and the cost of the company becomes higher. How to maintain a reasonable gross profit margin
Dear investors, there are many pricing models for the services provided by the company. With the rise of labor cost, the company will increase investment in new infrastructure, continue to carry out the automation and intelligent transformation of existing warehouses, and reduce labor cost investment. Thank you for your attention.
21. Will the company and Tencent cloud develop corresponding software to serve the whole logistics industry? In the future, software revenue will also become the profit growth point of the company?
Dear investors, the framework cooperation agreement signed by the company with Tencent cloud and digital potential technology is an important embodiment of the company's long-term strategic layout. By reaching a strategic partnership, we are jointly committed to building the first leading vertical Internet SaaS service platform in the supply chain field outside China and helping the company transform into a technology-based and platform based company, which is in line with the company's long-term development interests.
22. The Internet of things is the direction of future development. How close is your company's main business to the Internet of things? What is your future layout in the field of the Internet of things?
Dear investors, the company has signed a strategic agreement with Tencent and digital potential technology, relying on Tencent's cloud computing, big data, blockchain, Internet of things, artificial intelligence, map location service, enterprise wechat and PAAS platforms on the Internet platform; At the same time, give full play to the advantages of digital potential technology in supply chain algorithm optimization, planning and decision-making, controltower and enterprise operation digital brain, jointly build the first leading manufacturing logistics SaaS platform outside China, empower manufacturing enterprises, promote the digital and intelligent transformation of manufacturing logistics management from the aspects of efficiency and cost, and actively practice the strategy of "integration of two industries" of national service industry and manufacturing industry. At the same time, the company increased the expansion of supply chain consulting, logistics automation system integration and intelligent logistics equipment manufacturing business. thank you! 23. What is the company's recent asset expenditure plan and whether there will be a refinancing plan? thank you
Dear investment
