Securities code: Yijiahe Technology Co.Ltd(603666) securities abbreviation: Yijiahe Technology Co.Ltd(603666) Yijiahe Technology Co.Ltd(603666)
Record of investor relations activities
No.: 2022003
Investor relations □ specific object research \uf0a3 analyst meeting
Department of activities \uf0a3 media interview \uf0a3 performance briefing
\uf0a3 press conference □ Roadshow
\uf0a3 site visit \uf0a3 one-to-one communication
□ others (teleconference, online conference)
Participating institutions: BOC asset management, Haitong Securities Company Limited(600837) , Huarong self operated, Nanjing Securities Co.Ltd(601990) self operated, Guohua Xingyi asset management, Regents capital, Changsheng fund, Treasury capital, Marshall WACE Asia Limited, Allianz investment, first Beijing, Debang fund, Cathay Pacific Fund, rosefinch fund, zhengxingu, Changjiang pension, Jianshun investment, polymer, Shanghai Zige, Lingze investment, millennium, LMR, Dalton May flower, Fujian Zeyuan assets, Matthews Asia, China International Capital Corporation Limited(601995) , Manulife insurance asset management company, Shanghai Liuren Asset Management Co., Ltd., Yitong investment, Taiping fund, haizhifan investment, Orient Securities Company Limited(600958) investment headquarters, CITIC Lyon, Shanghai Boyu Private Equity Fund Management Co., Ltd., Shenzhen Shangcheng assets Co., Ltd., yijin’an investment, Xincheng fund Huaxia wealth Innovation Investment Management Co., Ltd., Harvest Fund, timing capital, Hangzhou Shengwei Asset Management Co., Ltd., Yongbei asset, Donghai fund, China Merchants Fund, CAITONG, Changxin Fund Management Co., Ltd., Xinhua Asset Management Co., Ltd., brilliance capital, Shanghai shaodoupai Investment Management Co., Ltd., Shenzhen Yihu investment management Co., Ltd Guangdong Baoxin Asset Management Co., Ltd. Hongta Securities Co.Ltd(601236) asset management, Guangzhou Rongxian Investment Management Co., Ltd., Hainan Rongguang private equity fund management center (limited partnership), Yuanzi investment, Fengyang Asset Management Co., Ltd., Xi’an waterfall Asset Management Co., Ltd., Shanghai Yuxiu Capital Management Co., Ltd., Ruirui investment management consulting (Shanghai) Co., Ltd., Guangzhou Zhaoshi investment partnership Shanghai Chengrui Investment Management Co., Ltd., SDIC UBS Shanghai, BOC fund, UBS, platinum assetmgmt, Wellington mgmt, nekton capital, JPMorgan Chase, Gaoyi assets, yuanlesheng, lazardassetmgmt, PAG polymer, Macquarie Securities, value partner, CITIC, Everbright Securities Research Institute, Orient Securities Company Limited(600958) , Fidelity Fund, Zheshang Securities Co.Ltd(601878) , Boshi fund, ChuangJin Hexin
ream Capital、西部利得基金管理有限公司、太平资产、中信 资本、理成资产、东方自营、中原英石基金管理有限公司、深圳市景泰利丰资产 管理有限公司、睿新（北京）资产管理有限公司、 Orient Securities Company Limited(600958) 资产管理有限公司、 国寿安保、长江资管、三一國際發展有限公司、中银国际证券资产管理部、阳光 保险、广州玄元投资、深圳市老鹰投资管理有限公司、 Shenwan Hongyuan Group Co.Ltd(000166) 证券股份有限公 司、 Caitong Securities Co.Ltd(601108) 投资管理部、 The People’S Insurance Company (Group) Of China Limited(601319) 资产管理有限公司、工银瑞信、 百嘉基金、永赢基金管理有限公司、凯石基金、东吴基金管理有限公司、上海紫 阁投资管理有限公司’, ‘dstTtinternational, China Southern Fund, China Merchants finance, Taixin, Sealand Securities Co.Ltd(000750) , Boc International (China) Co.Ltd(601696) , Shenwan Hongyuan Research Institute, Everbright Securities Company Limited(601788) asset management, Zhongrong International Trust Co., Ltd., investment management headquarters of Huafu Securities Co., Ltd. Shanxi Coking Coal Energy Group Co.Ltd(000983) Yuncheng salt, Citic Securities Company Limited(600030) equity investment department, Hunan Caixin Trust Co., Ltd., am one, Huaxia jiuying Asset Management Co., Ltd Industrial trust asset management department, Jingshun Great Wall Fund Management Co., Ltd., Yingda securities self operation Department, AVIC Fund Management Co., Ltd., shangya investment, yizhi (Beijing) Investment Co., Ltd., Shanghai dawide investment, Shanghai Linfu investment management partnership, PICC, Anxin Securities Co., Ltd., Shanghai Shenyin Wanguo Securities Research Institute Co., Ltd., Xingquan Everbright Prudential, Shanghai leisurely Investment Management Co., Ltd., Shanghai Shicheng Investment Management Co., Ltd., Xinhua Fund Management Co., Ltd. Northeast Securities Co.Ltd(000686) self operated, TEDA Manulife Fund Management Co., Ltd. Nanjing Securities Co.Ltd(601990) Co., Ltd., Xintai life insurance asset management center, Western Securities Co.Ltd(002673) (self operated), Huili fund, Shengyong capital Hangzhou Bolei Erxiang Asset Management Co., Ltd., Guohua Life Insurance Co., Ltd., Bank of Hangzhou wealth management, harmony Huiyi Asset Management Co., Ltd., Zhongyi assets, Ruihua holdings, MCL Corp, xingyin fund, Shenzhen Qinghe Investment Management Co., Ltd., CNOOC fund, Huabao Trust Co., Ltd., Hua’an fund, Guoyuan Securities Company Limited(000728) , LINGJI capital, goldstream capital Western Lide Fund Management Co., Ltd., Taiping assets, CITIC Capital, Licheng assets, Oriental self operation, Zhongyuan Yingshi Fund Management Co., Ltd., Shenzhen Jingtai Lifeng Asset Management Co., Ltd., Ruixin (Beijing) Asset Management Co., Ltd. Orient Securities Company Limited(600958) Asset Management Co., Ltd., Guoshou security, Changjiang asset management, Sany International Development Co., Ltd., BOC International Securities Asset Management Department Sunshine insurance, Guangzhou Xuanyuan investment, Shenzhen Eagle Investment Management Co., Ltd. Shenwan Hongyuan Group Co.Ltd(000166) Securities Co., Ltd. Caitong Securities Co.Ltd(601108) investment management department, The People’S Insurance Company (Group) Of China Limited(601319) Asset Management Co., Ltd., ICBC Credit Suisse, Baijia fund, YONGYING Fund Management Co., Ltd., Kaishi fund, Soochow Fund Management Co., Ltd., Shanghai Zige Investment Management Co., Ltd
From March 1, 2022 to March 24, 2022 (the company has not arranged investor exchange activities from March 25, 2022 to March 31, 2022)
Location: Building 1, chuqiaocheng, Andemen street, Yuhuatai District, Nanjing, teleconference, Shanghai, etc
Deputy general manager and board secretary of listed company: Zhang Jinbo receptionist securities affairs representative: Yang Yun (partially present)
The investor Guan Yi introduced the company’s basic information, product information, business section, business philosophy and other information to the organization. The main activity Yijiahe Technology Co.Ltd(603666) is positioned at the special Siasun Robot&Automation Co.Ltd(300024) company, and carries out the R & D, manufacturing, promotion and application of intelligent Siasun Robot&Automation Co.Ltd(300024) in various industries such as electric power, fire protection, rail transit, petroleum and petrochemical.
At present, Shao company has four business segments: Operation Siasun Robot&Automation Co.Ltd(300024) segment, fire Siasun Robot&Automation Co.Ltd(300024) segment, patrol Siasun Robot&Automation Co.Ltd(300024) segment and digital solution segment. Since 2014, the company has developed patrol Siasun Robot&Automation Co.Ltd(300024) , launched a series of patrol products, increased R & D investment after listing in 2018, and launched Operation Siasun Robot&Automation Co.Ltd(300024) , fire Siasun Robot&Automation Co.Ltd(300024) and digital sectors. In recent years, its business has maintained rapid growth.
In recent years, with the acceleration of digital and intelligent investment in power grid, the company has made many innovations with customers in the field of intelligent operation and maintenance, including operation Siasun Robot&Automation Co.Ltd(300024) , fire fighting Siasun Robot&Automation Co.Ltd(300024) and so on. They discuss demand research and product definition with customers, then carry out product R & D and small-scale pilot promotion, and finally form large-scale revenue.
We believe that the field of Siasun Robot&Automation Co.Ltd(300024) and intelligent operation and maintenance is still in its infancy. The company has made a lot of product and technological innovation. At present, there is no enterprise that is exactly the same as our product section and technology or benchmarking. The company is currently in a leading position in the industry. Therefore, we attach great importance to product innovation. In 2020, nearly 15% of our revenue will be invested in R & D. The company has set up Nanjing R & D center and Shenzhen Research Institute in Nanjing and Shenzhen respectively. Nanjing R & D center focuses on the current product development and delivery; Shenzhen Institute focuses on new technology incubation and research platform. The independent mode of research and development provides the company with continuous product R & D pipeline and technology moat, which has become the engine of the company’s sustained and rapid growth.
Communication link:
Q1: does the company’s patrol Siasun Robot&Automation Co.Ltd(300024) product and the patrol camera in the market constitute a competitive product relationship?
A: The company’s patrol Siasun Robot&Automation Co.Ltd(300024) product is quite different from the patrol camera, and we don’t think it belongs to the relationship of competitive products.
The patrol camera monitors the fixed points in real time through visual technology. In the process of use, many ways such as UAV are needed to cooperate to complete the patrol work.
Company patrol Siasun Robot&Automation Co.Ltd(300024) can realize independent patrol inspection, and can complete other tasks in addition to the traditional patrol inspection function. For example, the company’s indoor patrol Siasun Robot&Automation Co.Ltd(300024) A200 is equipped with visible light camera, infrared camera and partial discharge sensor, which can complete the live detection tasks such as infrared, partial discharge and meter identification at the same time, comprehensively replace manual to realize remote routine patrol, or realize special patrol and customized patrol in accidents and special circumstances; Indoor patrol Siasun Robot&Automation Co.Ltd(300024) sa200, based on A200, is also equipped with face recognition and temperature and humidity detection functions; The indoor wheeled inspection robot si100 does not need to build a running track. It can build a real-time adaptive map and walk independently. It has core functions such as image recognition, partial discharge detection, infrared temperature measurement, noise detection and SF6 gas detection. It can independently collect data, avoid obstacles and charge to replace manual remote inspection.
Q2: what are the problems that the company’s operation Siasun Robot&Automation Co.Ltd(300024) mainly solves?
A: First, solve the problem of personnel safety, keep operators away from dangerous environment and ensure personnel safety; Second, reduce the labor intensity of operators and improve the efficiency and accuracy of live working; Third, solve the problem of power supply reliability, reduce power failure accidents and times through live operation, and improve power supply reliability.
Q3: how will the company achieve sustainable development in the next 3-5 years?
A: First of all, the company attaches great importance to the investment of R & D resources. The independent mode of research and development provides the company with a continuous product R & D pipeline and technical moat, which has become the engine of the company’s sustained and rapid growth; Secondly, the company will constantly launch new products, enrich product series, optimize and improve technical level, and strive to constantly find and solve new pain points of customers, so as to find new growth points and realize the sustainable development of the company; Third, in terms of industry expansion, the company will be based on the power grid industry and customers, and expand to industries outside the power grid simultaneously, such as rail transit, power generation, petroleum and petrochemical and other new industries; Fourth, in terms of regional expansion, the company will also make use of the promotion and application experience of economically developed regions such as Jiangsu and Zhejiang to continuously improve the coverage of other regions outside East China. Q4: what are the reasons for the company’s good expansion in Zhejiang market from 2019 to 2020?
A: This is an opportunity brought by new products to the company. At present, the company’s live working Siasun Robot&Automation Co.Ltd(300024) products have no benchmarking products in China. The application and promotion of this product in Zhejiang market provides an opportunity for Zhejiang customers to have an in-depth understanding of the company and its products. In the process of live working Siasun Robot&Automation Co.Ltd(300024) product promotion and application, it also helps us promote other products of the company at the same time.
Q5: what do you think of the future development of the company’s products?
A: After the launch of a new product, it may go through different stages such as trial, acceptance verification and use verification. The R & D and launch time of each product of the company is different. According to different projects, the process required and the current stage are different. Therefore, the development of various products of the company will show a dynamic change process according to the launch time, application scenarios, application effects, market feedback and other different situations of the products.
Q6: the core competitive elements of the company?
A: Siasun Robot&Automation Co.Ltd(300024) is an industry with relatively high technical threshold. We believe that this track is a track with high investment in R & D. only by maintaining a certain investment in R & D resources can we continue to introduce high-end core technical talents and R & D management talents in the industry, keep up with the speed of product and technology iteration, and continuously improve the product and technical strength. Therefore, under the independent management mode of research and development, maintaining a sustained and stable high investment in R & D is the engine of the company’s sustainable development and promotes the continuous improvement of the company’s core competitiveness.
Q7: is there any difference between the company’s expansion of power grid and non power grid industries?
A: Our products are mainly carried out around the intelligent operation and maintenance of customers’ fixed assets. Although the power grid and non power grid industries are different, they all have the following main things in common: there are a lot of infrastructure investment, limited staffing and personnel safety problems to be solved. In addition, the applicable scenarios of our products are basically the same, except for a small number of special cases, customers will be interested in our products
