Securities code: 000948 securities abbreviation: Yunnan Nantian Electronics Information Co.Ltd(000948)
Yunnan Nantian Electronics Information Co.Ltd(000948) investor relations activity record No.: 20220107
☑ Specific object research □ analyst meeting
□ media interview □ performance briefing
Investor relations activities □ press conference □ Roadshow
category
□ site visit
□ others
Name of participants and names of BOC International Securities Yang Sirui, Tianhong fund Du Hao, China Securities Co.Ltd(601066) Yang Ruiqi, Beituo personnel and capital Wang Hao
Time: the morning of January 7, 2022
Location: Nantian building, No. 10, Shangdi Information Road, Haidian District, Beijing
Receptionist of listed company
Zhao Qigao, Secretary of the board of directors
Member name
(I) introduction to the company:
Yunnan Nantian Electronics Information Co.Ltd(000948) is an information industry company controlled by Yunnan SASAC. The company is mainly engaged in R & D of financial core systems, integrated solutions and services, information products and services, innovation business, etc. in recent years, the company has continuously increased internal innovation and R & D investment, and carried out technology incubation and application incubation with 5g, cloud computing, big data, artificial intelligence, blockchain and other technologies, It is also exploring the technical reserve and application of digital currency. In 2021, the company was selected into the top 100 global financial technology released by IDC, ranking 41st. In the future, the company will continue to consolidate the leading position of Yunnan Nantian Electronics Information Co.Ltd(000948) financial technology, serve the digital economy, integrate into the digital industry ecology, develop the information and innovation business, and deeply expand the business in the fields of digital government, smart investor relations activities, transportation, smart tourism, smart Party Construction, smart education, digital medical treatment and so on. Introduction to main contents (II) interactive communication between investors
1. What are the main aspects of the company's original future profitability? What core competencies have been formed? Does the company have any cases in double carbon informatization? Yunnan Nantian Electronics Information Co.Ltd(000948) has been deeply engaged in industry informatization for more than 30 years and has a deep understanding of the industry; It has accumulated rich experience in industry information engineering and trained a large number of business, technical and management talents in professional fields, forming its own unique advantages;
Generally, the availability requirements of the bank information system need to reach 99.999%, which is a very high financial system requirement. The system implemented by the company can meet the requirements and tests of financial institutions, and can lay a foundation for security, stability and supporting large business volume in other industries, This is part of the mapping of our original core competencies to other industries; In addition, the company's ability to quickly adapt to and understand new businesses through the accumulation of projects in the financial field can also help us expand to other industries.
Yunnan Nantian Electronics Information Co.Ltd(000948) when entering a new industry, it can give play to the "one-stop" digital service ability, not only make its own hardware products, from design, production to production, but also have the ability of integration and software development. The combination of these three forms Nantian's unique "one-stop" digital service, which is the ability of the company to continuously cultivate and develop in other new industries.
The company has developed an online monitoring system for energy consumption in Yunnan Province, which can provide measurement services for carbon trading. In the future, the double carbon industry will form greater industrial opportunities in measurement, Yunnan Nantian Electronics Information Co.Ltd(000948) and hopes to carry out corresponding business expansion in other provinces. In addition, online energy consumption detection requires more operation and maintenance services, and certain business opportunities can be obtained in the future.
It will take some time to realize these in the future, and there is some uncertainty.
2. The market share of the company's new core projects in Postal Savings Bank Of China Co.Ltd(601658) and the expansion of core business systems of other major banks.
At present, many manufacturers participate in the new generation core system of postal savings, Yunnan Nantian Electronics Information Co.Ltd(000948) is responsible for the development of deposits and portfolios. In terms of the coverage of business volume, the business volume of deposits and portfolios covers most of the business volume, leading other manufacturers in terms of contract share, Yunnan Nantian Electronics Information Co.Ltd(000948) has the largest and deepest order volume and participation; Nantian has the ability to realize the corresponding core business structure transformation for major banks (including state-owned banks + joint-stock banks), and will actively expand other major bank customers.
3. Implementation of equity incentive of the company?
Yunnan Nantian Electronics Information Co.Ltd(000948) in 2020, it was selected as one of the 100 national demonstration enterprises of scientific reform. The relevant policies of scientific reform encourage the implementation of equity incentive and employee stock ownership. The company is establishing and improving the benefit sharing mechanism between the company and employees through the implementation of equity incentive and other measures.
4. The layout of the company in the digital currency circulation ecology.
The company is carrying out the application research and development of digital currency, and is also actively docking with relevant departments and enterprises in Yunnan to promote the application of digital RMB settlement in border trade, hoping to obtain the corresponding business opportunities of digital currency pilot, but there is still uncertainty in the final acquisition of pilot opportunities.
5. Yunnan energy consumption online monitoring platform implemented by the company.
The company has implemented Yunnan energy consumption online monitoring platform. According to the design idea of Yunnan energy consumption online monitoring platform, the energy consumption measurement function of the platform can provide relevant index conversion and management for carbon emission. At the same time, the company also hopes to promote the relevant technologies of the Yunnan energy consumption online monitoring platform implemented by the company, in order to make its own contribution to promoting green development through digitization. It is uncertain whether the corresponding orders can be obtained in the end.
6. How to arrange after star cube does not consolidate reports?
Yunnan Nantian Electronics Information Co.Ltd(000948) in November 2020, it lifted the concerted action agreement with the original shareholders of starcube. In the future, it is hoped that starcube can independently complete the IPO process and obtain greater development space.
Double subtraction counter star cube will form a certain market demand growth in the short term, and there will be better development space in the future.
7. Star cube operation machine needs data support, competitive pressure with other industries and national business promotion?
Star cube has a relatively complete question bank as its own data. Through the network marking, classroom homework and homework marking, it can quickly scan the data collection with the homework machine to obtain the collected data. Only the combination of its own data and collected data can play a role.
The proportion of business in Beijing is relatively high; At present, we are fully expanding the markets in Yunnan, Sichuan and Henan.
8. How about the development of honglingyun wisdom party building?
Hongling cloud technology is a company specializing in smart party building. Hongling cloud focuses on the application of "smart party building" scenarios such as Organization Department - business work, grass-roots organization - party affairs, Party member education - education management, urban party building - social governance, Rural Revitalization - serving the people; Honglingyun and Huawei jointly launched the party building treasure, which is being promoted and sold nationwide relying on Huawei's smart office terminal equipped with domestic Hongmeng system harmonyos; Honglingyun has also set up a new headquarters in xiong\'an to expand its national business. At the same time, honglingyun has also launched a series of high-quality red activity planning schemes for the 100th anniversary of the founding of the party.
At the end of December 2021, the Yunnan Nantian Electronics Information Co.Ltd(000948) voting rights entrusted by the original shareholders of honglingyun have expired, and honglingyun will no longer be included in the Yunnan Nantian Electronics Information Co.Ltd(000948) consolidated statements. The company also hopes that honglingyun will complete the listing process independently.
Annex list (if any) none
Date: January 7, 2022
