Record of Investor Relations Activities on April 21, 2023
Time：2023-10-09 17:05
Stock code: 002886Securities abbreviation: Walt shares
Shenzhen Walt New Materials Co., Ltd. investor relations activity record form
Item No.: 2023-01
| Types of investor relations activities |
□ Target-specific research □ analyst meetings □ Media Interviews ☑ Performance briefings □ Press Conference □ Roadshow Event □ Site visit □ Other |
| Name of the participating unit and the name of the person | Web Investors |
| Time | Friday, April 21, 2023 15:00-17:00 p.m |
| place |
The company held the performance briefing meeting remotely through the "Investor Relations Interactive Platform" (https://ir.p5w.net) of Panorama.com |
| The name of the receptionist of the listed company |
Chairman: Wu Xian Director and General Manager: He Zheng Independent Director: Wang Wenguang Secretary of the Board of Directors and Deputy General Manager: Zhang Liang Financial Officer: Chen Yu |
| Introduction to the main contents of investor relations activities |
Questions from investors and responses from companies The company responded to questions raised by investors during the briefing: 1. What new breakthroughs has the company made in 6G communication materials? Hello! The company cooperates with customers to develop different signal transmission connection components required for 6G communication. The major technical research project undertaken by the company in Shenzhen "5G/6G high-frequency communication liquid crystal polymer materials key technology research and development project" will also develop a series of products to meet the different needs of customers. Thank you! 2. What are the focuses of the company's 6G technology research and development? Which units do you work with? When is it expected that the benefits will be implemented? Hello! The "Key Technology of 5G/6G Liquid Crystal Polymer Materials for 5G/6G High-frequency Communication" jointly carried out by the company and Shenzhen University has been supported by the major technical research plan of Shenzhen Science and Technology Innovation Commission. The specific technology user is not convenient to disclose. Thank you! 3. Do the company's products have materials that can be used for folding screen mobile phones? What can be applied to specific aspects? Hello! Folding screens, like ordinary smartphones, require the use of special polymer materials such as LCP. Thank you! 4. How is the company's flexible circuit board construction in LCP? Hello! The company's special polymer film project promotes various work as planned. Thank you! 5. Polysulfone has a lot of space in medical applications such as hemodialysis, does the company have a layout for downstream applications of polysulfone? Hello! The company has cooperated with the National High-Performance Medical Device Innovation Center on the key technology of high-performance polymer ultrafiltration membrane. The project was supported by the key R&D plan of Shenzhen Science and Technology Innovation Commission. Thank you! 6. According to the regulations, when is the latest the pricing base date of the fixed increase? When will it be announced at the latest? Hello! The issuance of shares by a company to a specific target is still subject to the approval of the CSRC for registration, and there is still uncertainty as to whether the final decision to obtain the consent of the CSRC for registration and its timing. Thank you! 7. What is the base date for determining the price of this additional issuance? Hello! The pricing base date for the fixed increase has not yet been determined. Thank you! 8. Does the follow-up company have any plans to acquire all the equity of Shanghai Waterhuaben Semiconductor Technology Co., Ltd.? Hello! If the company carries out relevant work, it will fulfill its information disclosure obligations in accordance with relevant regulations. Thank you! 9. Will the headquarters building that the company intends to raise funds to build also be in Shenzhen? Hello! In order to strengthen innovation construction and help enterprises in its jurisdiction to innovate and develop, the Nanshan District Government of Shenzhen Municipality has explored and implemented the "joint upstairs" model for listed enterprises without their own properties in its jurisdiction, and encouraged listed enterprises to jointly bid for headquarters land and jointly build headquarters buildings, and allocate properties according to the agreed proportion of bidding entities. At present, the ABP project is still under construction. Thank you! 10. What is the situation of the company's Vietnam factory? Hello! The company's Vietnam factory is a production base set up to meet the order needs of overseas customers, and the preliminary work is currently progressing as planned. Thank you! 11. Do you have the idea of acquiring and acquiring excellent domestic new material companies to become a first-class new material enterprise in China? Hello! The company will strengthen the company's strength by continuously strengthening its main business, carrying out reasonable and effective mergers and acquisitions, etc., and continuously return to the majority of investors. Thank you! 12. What are the high-temperature nylon grades produced by the company? Which is the main one? Hello! The company designs and develops a variety of special nylon materials according to customer needs. Thank you! 13. What is the background of the company's team to develop special new materials? Can you introduce it, everyone should know more about the company? Hello! The company's special polymer materials team has a professional background covering materials, chemicals, electronics and other majors, and the working background has experience as a leading enterprise in the industry. Thank you! 14. What is the progress of the company's polyphenylene sulfide material? How much capacity is available? Hello! The company provides different polyphenylene sulfide products according to the requirements of customers in different industries downstream, and the current verification is good. At present, the company is promoting the construction of a fundraising project with an annual output of 20,000 tons of polyphenylene sulfide materials as planned. Thank you! 15. What is the company's business in 3D printing? Hello! Some of the company's products can be used as 3D printing consumables. At the same time, the company has participated in the "Shenzhen Top Ten Manufacturing Innovation Centers" - Shenzhen Collaborative Innovation High-tech Development Co., Ltd. Details can be found in the Company's Announcement 2021-050. Thank you! 16. What is the main reason for the company's inventory growth? What is the main purpose of short-term borrowing? Hello! In 2022, the company increased inventory due to changes in the scope of consolidated statements, advance stocking for customers, etc.; The increase in short-term borrowings was mainly used for the company's normal operating needs. Thank you! 17. Is DJI the company's largest customer? Does DJI's new Goku 3 use company materials? Hello! The company has provided diversified material solutions to meet the needs of different UAV customers. Thank you! 18. What are the main reasons for the year-on-year decline in the company's profit last year? Hello! In 2022, the company's operation will be adversely affected by the complicated domestic and foreign situations, local high temperature power rationing, etc., especially the huge changes in the supply side and logistics side brought about by the instability of the industrial chain and supply chain, which directly affect the company's operating costs and overall efficiency; In addition, net profit decreased due to factors such as increased depreciation and reduced government subsidies due to the conversion of construction in progress for new projects. Thank you! 19. Has the company's raw materials solved the neck problem? Will the profit share of semiconductor materials increase significantly? Hello! The company's LCP raw material supply has basically recovered to meet the company's needs. In terms of semiconductor materials, the company is carrying out domestic customer development work in line with customer needs. Thank you! 20. The company always says that the product has applications in various fields, can you explain which industries are widely used, or the shipment volume is relatively large? Hello! The company's products have been widely used in electronics, home appliances, photovoltaic, semiconductor, medical, office equipment, communications, automotive, electrical, energy storage and other fields. Thank you! 21. What is the price of this additional offering? Hello! The offering price shall not be less than 80% of the average trading price of the Company's shares for the 20 trading days preceding the pricing reference date (average stock trading price for the 20 trading days prior to the pricing reference date = total stock trading volume for the 20 trading days prior to the pricing reference date / total stock trading volume for the 20 trading days preceding the pricing reference date). Thank you! 22, Walt belongs to the sub-industry field, can you advertise more and let everyone know what Walt does? Hello! Thank you for your interest. In the past 2023, the company exhibited the company's new material solutions in new energy, communications, electronics and other industries, which received extensive attention from downstream customers. Thank you! 23. What is the current market space of the company's business segments and what is the performance of the competitive pattern? Is there any new business in the future or which segment still has more room for improvement? And what are your thoughts on the company's prospects for the business this year? Hello! The China Petroleum and Chemical Industry Federation issued the "14th Five-Year Plan Development Guide for the Petroleum and Chemical Industry", which clearly stated that "engineering plastics and special engineering plastics strive to increase the self-sufficiency rate to 85% by 2025". Special polymer materials have a good market development space. The company will continue to increase product and market development this year and gradually release various reserve resources. Thank you! 24. Huabao Biotech bought and sold in less than a year, what is the reason? Did the deal lose or make a profit? Hello! The company will focus on the strategy of special polymer materials. In the future, synergistic derivation scenarios of special polymer materials will be incubated and cultivated through other forms. Thank you! 25. With the increase in market demand for special engineering plastics, can the company's polymer materials meet the supply? Hello! With the rapid development of new energy, communications, digital industries and other industries, the demand for localization in the special engineering plastics market is increasing day by day, and it shows the characteristics of customization and high performance. The company will continue to strengthen team building and enrich product structure according to market demand in order to better meet downstream customer needs. Thank you! 26. Has Chongqing Walt Zhicheng project been put into production? Hello! Some of the company's Chongqing projects have been put into operation, and the production capacity has been gradually released. Thank you! 27. What are your expectations for the company's performance this year? Hello! As the economic situation gradually returns to normal, the company will continue to increase product and market development efforts to achieve better business results. Thank you! 28. When is the company's planned production capacity expected to be released? The government-related acceptance work has been working for so long, is it the reason for the acceptance process? Or did something go wrong with the project that caused the delay? Hello! Project acceptance needs to be reviewed by multiple departments such as fire protection, safety supervision, environmental protection, etc., and also involves organizing expert meetings. At present, all acceptance work is carried out normally. Thank you! 29. The company's stock price is so low, don't you maintain it? Hello! The stock price is affected by many factors, and the company's operation and fundamental conditions are normal. Thank you! |
| List of attachments (if any) | not |
| date | April 21, 2023 |
Record of Investor Relations Activities on April 21, 2023. PDF
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