Securities code: Beijing Const Instruments Technology Inc(300445) securities abbreviation: Beijing Const Instruments Technology Inc(300445)
Beijing Const Instruments Technology Inc(300445) investor relations activity record No.: 2022-3-25
Investor relations activities ■ specific object research □ analyst meeting
Category □ media interview □ performance briefing
□ press conference □ Roadshow
□ site visit
□ others
China Merchants Securities Co.Ltd(600999) , Ping An Securities, ChuangJin Hexin fund, Dacheng Fund, Jingheng investment and name of participating units
Zhongrun investment, Xinpu investment, Xitai investment, prime capital, ocean link
Time: March 25, 2022
Place: company conference room
Receptionist of listed company He Xin, general manager
Member name: Liu Nannan Secretary of the board of directors
Li Guang securities affairs representative
1、 Overview of the company’s operation in 2021
2、 Investor exchange
(1) Starting point and current progress of Mingde software cooperation
Investor relations activity a: the digital transformation of the enterprise side is the general trend in the future. If you want to do a good job in tob’s business, you must first be an industry expert Beijing Const Instruments Technology Inc(300445) is a hardware gene company. Customers always have the digital needs of automatic data collection and management, predictive maintenance, business process and asset management. The product provided by Mingde software is a process management system in the vertical field. Its deployed detection software has formed its own advantages in tog users such as metrology institutes and quality inspection institutes. The advantage of the company is based on the vertical field, continuously accumulating industrial technical knowledge for edge expansion. Before cooperation, the company’s own data processing software often has docking needs with Mingde software in users’ applications. The combination of software and hardware of both sides will build a knowledge box faster and realize value positioning more accurately. The company connects its own data processing software with Mingde software system. In the next stage, it will increase market promotion, build a “smart laboratory” through laboratory data management, personnel / appliance management and other modules, and speed up the construction of SaaS cloud platform for instrument operation management. (2) Based on the external environment at this stage, what is the company’s outlook for future development? A: the company’s revenue budget target in 2022 is 424 million yuan. At present, overseas has basically returned to the rhythm of pandemic. Under the company’s dynamic equilibrium strategy, the new marketing promotion in the international market and the accelerated penetration of the industry will be the focus at this stage. Due to the closed management and the rise of raw materials in various parts of China, the company will focus on user drainage and enhance the brand influence, including technical exchange, training, cooperation and the combination of various ways. Moreover, with the formal merger of Mingde software in January, the company will increase the proportion of revenue of software products. (3) How to control the company’s expense budget a: the focus of the company’s strategic development will not change, and technology driven development is still an important part of it. With the completion of the basic framework of the R & D technology platform of the company’s testing business, the absolute value of R & D investment will increase, but the intensity will gradually drop to the normal level of our planning. The importance of supply chain is becoming more and more prominent. After full prediction and evaluation, we have adjusted the original supply chain management strategy more than a year ago. As the external environment becomes more and more complex, we will also accelerate the reserve and testing of alternative solutions. (4) Whether the company’s Chinese and overseas markets are sustainable A: China’s import substitution is a general trend, but the phenomenon of winning the bid at a low price has always been a problem, which does more harm than good for the goal of high-quality development. The capacity of the international market is still much larger than that of China, and the understanding of products is more rational. Technology and use experience are the first principle of international users in procurement. With the continuous listing of new products and the improvement of brand influence, the premium level of products will also increase.
(5) What is the recognition of new products in overseas markets
A: the international market, especially the United States, has completely returned to the pace of life before the pandemic. New products have made a great contribution to the company. The proportion of direct sales orders has increased significantly. The share of direct sales in the international market in 2021 increased by 23% year-on-year.
(6) Will the selling price of the company’s products be adjusted
A: the company’s products have been rapidly iterative. I have always had a pricing advantage in terms of new products, and we will raise the price by 5% ~ 6% every year in the international market.
(7) In which aspects will the company expand its products in 22 years? Is there a plan for M & A? A: extension has always been an important part of our development. The company has been seeking cooperation with other instrument products with parameters, and the relevant work is continuously promoted. Cooperation requires the willingness of both sides, and we will be the first party to take the initiative to seek cooperation. (8) How is the company’s MEMS sensor project progressing
A: at present, several versions of the designed samples have met the expectations. We are testing and verifying the overall process route of the packaging line. Before Yanqing production line is officially put into operation, in view of the limitations of site cleanliness, we will cooperate with Chinese institutions on some hundred grade packaging. At the same time, we are also carrying out the field instrument, the vertical product of the sensor, at the same time, and the progress is fully in line with expectations. There will be a prototype of the field instrument at the end of this year.
(9) How to plan the capacity of MEMS sensors.
A: our first goal of pressure sensor is to meet the self use of high-precision detection products, then deeply process them into vertical field instrument products, and finally gradually supply them to the outside world.
Participants of the company had full communication with investors and strictly followed the list of attachments (if any)
According to relevant regulations, there is no disclosure of undisclosed major information.
Date: March 25, 2022
