Securities code: Haoyun Technologies Co.Ltd(300448) securities abbreviation: Haoyun Technologies Co.Ltd(300448)
Haoyun Technologies Co.Ltd(300448)
Record of investor relations activities
No.: 2022001
Investor related □ specific object research □ analyst meeting
Activity □ media interview √ performance briefing
other
□ press conference □ Roadshow
□ site visit
□ others
Name of participating units and names of investors participating in the company’s online performance briefing in 2021
Time: 15:00-17:00 PM, Friday, April 29, 2022
Location panorama “investor relations interactive platform”（ http://ir.p5w.net. ）
Mr. Mao Qingjiang, chairman of the listed company, Mr. Lei Hongwen, director and general manager, Mr. Li Huayi, independent director, Mr. Li Miaomiao, deputy general manager and Secretary of the board of directors, and Mr. Wang Hanhui, chief financial officer
On April 22, 2022, the company opened the website at http://www.cn.info.com.cn Disclosed the 2021 annual report, the summary of the 2021 annual investor related report and the announcement on holding the online performance explanation meeting of the 2021 annual report. It is the main company of the event. It was on the “investor relations mutual content mediation platform” of panorama.com from 15:00 to 17:00 on April 29, 2022（ http://ir.p5w.net. ）Held the annual performance briefing for 2021. Mr. Mao Qingjiang, chairman of Shaoxing company, Mr. Lei Hongwen, director and general manager, Mr. Li Huayi, independent director, Mr. Li Miaomiao, deputy general manager and Secretary of the board of directors, and Mr. Wang Hanhui, chief financial officer attended the meeting.
The performance presentation will be held remotely through the Internet to discuss the company’s development plans with investors
Plan, company performance, stock price trend, market value management, UWB business situation and plan and other issues concerned by investors shall be fully communicated in the form of written Q & A. In addition to repeated questions, the main contents of the communication between the company and investors are as follows:
Q1: please ask the company to entrust financial management with 350 million yuan. How much impact will it have on the company’s cash transfer week? Such as financial loss, how much impact will it have on the company’s performance?
A: Hello! At present, our company has a sound financial situation and abundant self owned funds. Our investment and wealth management products are mainly low-risk structural deposits and large time deposit certificates, and the probability of loss is low. At the same time, the company has established a relatively perfect risk control system and will take relevant risk control measures in time when necessary. The relevant financial management arrangements will not affect the capital turnover of the company’s daily operation and the normal development of the company’s main business. Thank you for your attention!
Q2: where is your UWB Technology in the industry? What substantive products are available for sale?
A: Hello! The business application scenarios of indoor precise positioning and ranging technology in many fields are rigid requirements. The company’s UWB products are mainly applied in the fields of smart justice, finance and IOT, as well as in medical and epidemic prevention, smart property, power and other fields. At present, the UWB products that the company is selling mainly include UWB module, UWB base station, UWB tag, UWB antenna, UWB anti disassembly watch, UWB positioning management platform, etc. Thank you for your attention!
Q3: the performance of subsidiaries and the impact of losses on the company. Will the subsequent performance support of subsidiaries continue to suffer losses?
A: Hello! For the performance of the company’s subsidiaries, please refer to section III “management discussion and analysis” IX “analysis of major holding and participating companies” of the company’s 2021 annual report. The loss of the subsidiaries is mainly due to the adverse impact of repeated epidemics on business development. In order to improve performance, on the one hand, the subsidiary vigorously expands the application of products and businesses in other industries less negatively affected by the epidemic, on the other hand, actively strengthens all employees to establish the concept of cost management and awareness of saving, improve operation efficiency, and urge all employees to pay common attention to the operation and development of the company. Thank you for your attention! Q4: the company’s profit has been declining, and its share price has broken through the lowest price in history. Does the company have a performance growth point this year, and is it ready to buy back the company’s shares to protect the interests of shareholders?
A: the decrease of the company’s net profit is mainly due to the loss of subsidiaries and impairment of goodwill. The fluctuation of the share price in the secondary market is affected by the international situation, macro policies, market environment, industry sectors, etc
Due to the influence of many factors, it is unpredictable. Please pay attention to the investment risk. At present, the company’s production and operation are normal. The company will continue to strengthen strategic initiative, maintain strategic concentration, consolidate its main business, actively expand new business, go all out to improve the company’s performance and promote the long-term, rapid and healthy development of the company. If the company has relevant repurchase plan, it will timely fulfill the obligation of information disclosure in strict accordance with the requirements of relevant laws and regulations. Thank you for your attention!
Q5: does the reduction of senior executives’ holdings over the years indicate that your company is not optimistic about its future strategic positioning? A: Hello. The reduction of shares held by senior executives is due to personal capital needs. The company thanks each executive for his contribution to the company and respects his legal and compliant stock trading behavior. Thank you for your attention!
Q6: the company’s revenue has fallen sharply, but the receivable is as high as more than 300 million, which means that the company can’t receive money after doing business. What countermeasures does the company have?
A: Hello! The company’s operating revenue in 2021 increased by 10% compared with the previous year. Although the balance of accounts receivable was more than 300 million, the company’s accounts receivable could be recovered within the accounting period agreed in the contract. In 2021, the company recovered 565 million yuan in cash from sales of goods, which was close to the operating revenue, and the net cash flow from operating activities was 43 million yuan. Thank you for your attention!
Q7: is the meta universe involved?
A: Hello! The company and the joint-stock company Shenzhen anzhiyan Technology Co., Ltd. are developing related products based on Ar + UWB technology. There are still major uncertainties in the R & D and subsequent sales of relevant products. Please pay attention to the risks. Thank you for your attention!
Q8: your company has a strategic stake in IVX company. What is the proportion of shares and capital, or exchange technology for equity?
A: Hello! The amount invested by the company in IVX company does not meet the disclosure standard. The company performs the obligation of information disclosure in strict accordance with relevant regulations and fully respects the relevant agreements with the partners on this cooperation. Thank you for your attention!
Q9: what is the company’s progress in VR? In addition, is there a breakthrough in military industry?
A: Hello.
The company has not carried out VR research and has no military orders. Thank you for your attention!
Q10: in addition to UWB technology and products! Are there other potential technologies and products?
A: Hello. The core product of the company at present and in the future is low code development platform Haoyun Technologies Co.Ltd(300448) ‘s low code platform is an efficient platform development tool that can quickly establish and implement a platform for application development, configuration and deployment with little or no code, which solves the pain point of high labor and time cost of software products Haoyun Technologies Co.Ltd(300448) the low code platform now has the flexible configuration function, and the configuration personnel can edit the business arrangement and application realization at any time according to the application requirements; Secondly, the intelligent Internet of things data platform based on low code platform can realize the integrated management of “IOT + business”, realize the seamless connection of data in terms of equipment control / execution, information flow and comprehensive management data flow, and realize the automation and intelligent management of various processes and businesses; Thirdly, the platform has the integration ability of low code and business flow, completes the dynamic combination of various types of steps and tasks in the use stage, flexibly adapts to complex and changeable enterprise applications and services, and supports a variety of cloud deployment architectures; Finally, the platform can generate web applications (compatible with mainstream browsers) mobile applications (IOS / Android) desktop applications (Windows / MacOS / Linux) applets (wechat / Ali system). It can also build and run flexible and scalable applications. Combined with reliable automation means, engineers can easily deal with frequent and predictable major changes in the system and deliver software quickly. Thank you for your attention!
Q11: to what extent has the judicial and bank security business achieved this year?
A: at present, all businesses of the company are in orderly progress.
Q12: what are the main development directions of your company in 2022 to ensure turnover and profit?
A: Hello! In 2022, the company will continue to promote the implementation of the strategy of “one core, one point and multiple lines” and help the digital transformation of industries and enterprises. With “low code platform” as the core of digitization and UWB precise positioning as the basic technology point and the breakthrough point of scenario application, we will continue to carry out technology update and iteration, develop and apply cutting-edge technologies in the industry, promote the serialization of low code products, multi scenario application of precise positioning and digital intelligence of IOT management, and provide digital transformation services in multiple dimensions, so as to promote the development of the company with technological progress and repay shareholders and investors. Thank you for your attention! Q13: will you consider the development direction of new energy?
A: Hello. The development direction of the company is to uphold the strategy of “one core, one point and multiple lines” and help Chinese enterprises with digital transformation. With low code platform as the core, UWB precise positioning and intelligent Internet of things data platform as the technical characteristics and application breakthrough point, the company integrates emerging technologies such as big data, artificial intelligence, cloud computing, edge computing and Siasun Robot&Automation Co.Ltd(300024) process automation (RPA), focuses on the existing main businesses such as financial Internet of things, intelligent justice, public security and intelligent transportation, and pays attention to the development opportunities of other industries. Digital demand also exists in the new energy industry, and the company will actively follow up relevant development opportunities. Thank you for your attention!
Q14: why does the company frequently withdraw impairment?
A: Hello! The enterprises acquired by the company affected by the epidemic have suffered operating losses in the past two years. According to the customer’s payment collection, our company has accrued impairment reserves for corresponding assets based on the principle of prudence and in accordance with the requirements of the accounting standards for business enterprises. Thank you for your attention!
Q15: it can be seen from the company’s announcement that it basically depends on the contract obtained from the project bidding. At the same time, it is marked that it is only framework procurement. In addition, it is renting the site. What target customers are the UWB chips and vruwb invested by the company for? What are the development measures or new sales team?
A: Hello! The UWB chip company invested by the company is an independent operation subject, and its sales strategy is determined by its management team; The company and the joint-stock company Shenzhen anzhiyan Technology Co., Ltd. are developing related products based on Ar + UWB technology, which are mainly aimed at customers in the engineering field. There are still major uncertainties in the R & D and subsequent sales of relevant products. Please pay attention to the risks. Thank you for your attention!
Q16: at present, the company basically has cooperation in the field of Finance and justice, but it is still blank in power, water conservancy, epidemic prevention and mine. Such a good technology has not been brought into play in a real sense. How does the chairman think of the development prospect of the company?
A: Hello! The company takes financial IOT as its main business, and expands its business in the fields of safe city, smart justice, smart transportation and so on. The application of some industries is slow, which is mainly affected by the lack of large-scale outbreak of the industry’s own demand and cost constraints. The low code platform, UWB precise positioning and related technologies currently mastered by the company are in line with the trend of enterprise digital transformation and have good development prospects. The company will solidly promote the implementation of its own technology in different industries and promote the development of the company. Thank you for your attention!
Q17: from today’s interaction, no investment institutions such as securities and funds have asked. How do the leaders of the company feel?
A: Hello! Affected by the epidemic and other objective factors in the past two years, the company’s operating performance has declined, so the company’s market value and attention in the capital market are also relatively low. However, the company’s core products UWB series products and low code platform still have good development prospects. The company’s management has always been diligent, active and promising, and strive to improve the company’s business performance. At the same time, it will also strengthen communication with the capital market and effectively transmit the company’s investment value. Thank you for your attention and support to our company, thank you!
Q18: what is the order status of the company and its subsidiaries from 2022 to 2023?
A: Hello! As of December 31, 2021, the amount of contracts signed by the company and its subsidiaries but not yet performed or not yet performed is RMB 303 million. Please pay attention to the regular reports disclosed by the company in the follow-up to the specific business development. Thank you for your attention!
Q19: who is the biggest customer of the company’s security business? Is there a stable source of customers
A: Hello! The main customers of the company’s security business are the branches and sub branches of six state-owned banks, twelve joint-stock banks, local rural commercial banks, rural credit cooperatives and local banks all over the country. In recent years, the customer composition of the company has remained relatively stable. Thank you for your participation.
Q20: the company’s share price hit a new low for several years. Is the company satisfied with the current share price?
A: Hello! Affected by the epidemic and other objective factors in the past two years, the company’s operating performance has declined, so the company’s market value and attention in the capital market are also relatively low. The company will continue to strengthen operation and management, promote the stable and healthy development of the company, strive to improve performance and return to shareholders; At the same time, do a good job in information disclosure and strengthen communication and exchange with investors within the scope allowed by relevant laws, regulations and normative documents. Thank you for your attention!
Q21: which product is the company’s low code business?
answer
