Securities code: Shanghai Anlogic Infotech Co.Ltd(688107) securities abbreviation: Shanghai Anlogic Infotech Co.Ltd(688107) Shanghai Anlogic Infotech Co.Ltd(688107)
Record of investor relations activities
No.: 2022002
√ specific object research □ analyst meeting
Investor relations activities □ media interviews □ performance briefing
Category □ press conference □ roadshow activity
□ site visit □ teleconference
□ others (please specify other activities in words)
Zheshang Securities Co.Ltd(601878)
Minsheng securities
Southwest Securities Co.Ltd(600369)
China Securities Co.Ltd(601066) securities
Taixin fund
Pengyang fund
Industrial Fund
Chaotic investment
Galaxy fund
Shanghai Pudong Bank AXA fund
Name of participant: Debang fund
Guotai Junan Securities Co.Ltd(601211) asset management
Penghua Fund
Wells Fargo fund
Taiping assets
Finance, communication and management
BOC fund
Wanjia fund
Huitianfu fund
Jianshun investment
Time: March 2022
Place: company conference room
General manager of participants of listed companies: Chen Liguang, Secretary of the board of directors: Zheng Cheng
Member name
1、 Introduce the basic information of the company
At the end of February, the company released the annual performance express of 2021, and the company realized operating revenue
6785202 million yuan, an increase of 141.44% year-on-year; The net profit attributable to the owners of the parent company was -342169 million yuan, and the loss increased by 280298 million yuan year-on-year; The net profit attributable to the owner of the parent company after deducting non recurring profits and losses was -662317 million yuan, and the loss decreased year-on-year
11.885 million yuan.
In 2021, the competitiveness of the company’s chip products continued to improve and its market influence continued to increase
At the same time, benefiting from the steady growth in the downstream market demand of FPGA chips in China, the operating revenue increased significantly year-on-year in 2021. In order to continuously improve the competitiveness of products, the company continued to maintain high R & D investment, and was still in a state of loss in 2021.
2、 Answer link
Q1: industrial control gross profit margin improvement trend?
A: It is not that the gross profit margin in the field of industrial control is low. The company adopts step pricing, in which a customer buys investor relations activities
Many are the same price. Buying 100 is the same price. Some customers buy a lot, the main content is introduced
As a result, the gross profit margin is not very high. The overall gross profit margin of our 28nm series is OK, and there is no case that the gross profit margin in the field of industrial control will be particularly low.
Q2: will the company outsource other EDA?
A: In the process of chip design, depending on the specific needs of R & D, the company has purchased general EDA tool software and IP authorization services. The purchasing manufacturers include well-known EDA software companies outside China. The purchased general EDA tool software and IP authorization service are used as tools in the process of chip research and development, and are not related to the special EDA software independently developed by the company and used with FPGA chips.
Q3: what is the growth level of other product series of the company in recent years?
A: Also maintain a good growth trend. Our elf and Eagle series still have some product expansion. It is not entirely that the products were sold only two or three years ago. The growth rate of these products is not as fast as that of 28nm products, but the market share is very low, so the growth momentum is also good.
Q4: how about the patents currently owned by the company?
A: According to the data disclosed in our prospectus, the company has obtained 57 patents in 2021, including 46 invention patents, 14 exclusive rights of integrated circuit layout design and 17 software copyrights. The technical reserve ranks first in China’s FPGA industry.
Q5: how many people are there in the R & D team and what is the personnel structure?
A: More than 80% of the company’s employees are R & D personnel. At present, there are about 240250 people. Among them, hardware R & D personnel account for two-thirds of the total R & D personnel, and software developers account for about one-third of the total R & D personnel.
Annex list (if any) none
Date: March 2022
