Record of Investor Relations Activities on May 24, 2023
Time：2023-05-24 17:07
Stock code: 002886Securities abbreviation: Walt shares
Shenzhen Walt New Materials Co., Ltd. investor relations activity record form
No. 2023-03
| 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 |
Shenzhen Venture Capital, Cathay Fund, Caitong Fund, Caixin Securities, Ivy Capital, Donghai Securities, Hubei CDHTI, Guotai Junan Securities, Dacheng Fund, Shanghai Bowen Asset, Pacific Asset Management, Taiping Pension Insurance, Shanghai Fosun High-tech (Group), Shanghai Hande Equity Fund, Shanghai Jinchen Investment, Shanghai Juming Investment, Jinxiu Zhonghe (Beijing) Capital, Junhe Capital, Zheshang Securities, CICC Asset, Anhui Railway Development Fund, Anhui Yinqiao Investment, Beijing Time Investment, Beijing Tidesheng Investment, Guanxiang Capital, Yimi Fund, Changzhou Investment Group, Chengdu Lihua Investment, Chengjin Qingdao Investment, Chuanjiang Investment, Dalian Hairong High-tech Venture Capital Fund, Dongyuan (Tianjin) Equity Investment Fund, Fujian Infront Fangde, Gongqingcheng Shengbang Kemi Investment, Guangsheng Financial Holdings, Guodu Venture Capital, Guohai Innovation Capital, Cathay Leasing, Hangzhou Lingze Asset, Hangzhou Qianlu Investment, Hengli (Beijing) Equity Investment, Hubei Dinglong Holdings, Hunan Minmetals High-tech Fund, Huagui Life Insurance, Huajin Securities, Huaneng Gui Trust, Huatai Asset, West China Yinfeng Investment, Huazhang Investment, Huaihai Tianxi Investment, Jifu Venture Capital, Jiangsu Ruihua Investment, Jiangsu Soho Investment, Nanjing Shengquan Hengyuan Investment, ABC International Investment, Pingju Investment, Xiamen Borui Oriental Investment, Xiamen Haiyi, Shandong Guohui Fund, Shandong Tiancheng Holdings, Shanghai Chunda Asset, Shanghai Taizheng Investment, Shanghai Dehui Group, Shanghai Kangqi Asset, Shanghai Ruiyi Investment, Shanghai Shiyu Investment, Shanghai Tongyi Investment, Shanghai Tongan Investment, Shenwan Hongyuan Securities, Shenzhen Newfs Investment, Shenzhen Qianhai Suijing Asset, Shenzhen Hengtai Rongan Investment, Shenzhen Qindao Capital, Shenzhen Tongchuang Weiye Asset, Shenzhen Yituo Rongyang Asset, Sichuan Xinwen Investment, Suzhou High-tech Fund, Tianyan Shengze (Shanghai) Asset, Weixing Asset (Shanghai), Xi'an Jinghong Fund, Xuzhou Bohao Venture Capital, Xuyong Jinrud Equity Investment Fund, Yiyuan Fund (Shandong), Guangdong Securities, China Merchants Zhiyuan Capital, Zhejiang Guangjie Investment, Zhejiang Huihong Investment, Zhejiang Agricultural Development Industry Investment, Zhejiang Agricultural Material Group Investment, China Science and Technology Guoxing (Jiangsu) Fund, Zhongxin Sunac Capital, Chongqing Environmental Protection Industry Fund, Shengshi Jing Asset, Chen Yichao, Lin Jintao, Shao Weicai, Xie Kai, Zhang Huaibin.
|
| Time | Wednesday, May 24, 2023 |
| place | Conference room of the company's headquarters; Online conference calls |
| The name of the receptionist of the listed company |
Secretary of the Board of Directors and Deputy General Manager: Zhang Liang Securities Affairs Representative: Li Yankai Investment Manager: Han Yulong |
| Introduction to the main contents of investor relations activities |
The company responded to questions raised by investors during the roadshow event: 1. Please introduce the specific situation of the company's fixed increase project this year. Hello! The total amount of funds raised by the company's issuance of shares to specific objects does not exceed 119,583.62 million yuan (including the principal amount), which are "special polymer materials construction project with an annual output of 45,000 tons", "construction project of headquarters base and synthetic biomaterials innovation center" and "supplementary working capital". Among them, after the completion of the "45,000 tons of special polymer materials construction project", it will add 20,000 tons/year of liquid crystal polymer (LCP) composite production capacity, 20,000 tons/year of polyphenylene sulfide (PPS) composite production capacity, 5,000 tons/year of high-performance polyamide (PPA) resin and composite material production capacity, which will improve the company's layout in the special engineering plastics industry and enhance the company's market competitiveness in the field of special polymer materials. Among them, the "ABP and Synthetic Biomaterials Innovation Center Construction Project" will realize the comprehensive upgrade of the company's headquarters office, R&D center and industrial service platform, which will effectively accelerate the industrialization and transformation of the company's R&D reserves, and help the company further improve its digital management level and comprehensive service capabilities. The company and Shenzhen Institute of Advanced Technology, Chinese Academy of Sciences established the "Joint Innovation Center for Synthetic Biochemistry Application" to carry out joint technical research work in the direction of "building a carbon-neutral new material industry chain, optimizing and supplementing the new material industry chain through synthetic biology technical means" and "developing and producing high value-added cross-field new products through the combination of synthetic biology and chemistry". Among them, "supplementary liquidity" will alleviate the company's financial expenses due to the increase in new production capacity and free up more performance space. Thank you! 2. Please introduce the company's fixed issuance rhythm and follow-up arrangements. Hello! In mid-May, the company has received the "Reply on Approving the Registration of Shenzhen Walt New Materials Co., Ltd. to Issue Shares to Specific Objects" (CSRC License [2023] No. 1078) issued by the China Securities Regulatory Commission, and the board of directors of the company will handle the matters related to the issuance of shares to specific objects within the specified period according to the requirements of the approval and relevant laws and regulations and the authorization of the company's general meeting of shareholders, and fulfill the information disclosure obligation in a timely manner. The contact details of issuers and sponsors of this offering of shares to specific targets are as follows: (1) Issuer: Shenzhen Walt New Materials Co., Ltd (1) Contact department: Securities Department (2) Contact number: 0755-26880862 (3) E-mail: stock@wotlon.com (2) Sponsor (lead underwriter): Guosen Securities Co., Ltd (1) Sponsor representatives: Yao Zheng, He Yulong (2) Contact: Yan Tao, Capital Market Department (3) Contact number: 0755-22940089 (4) Contact email: yantao@guosen.com.cn Thank you! 3. What is the reason for the limitation of raw materials of the company's LCP materials and whether they have been solved? Hello! Through multiple stages such as "external introduction, digestion and absorption, and independent innovation", the company's LCP products have the strength to compete with international manufacturers, and better meet the needs of domestic substitution. From 2019 to 2021, the company's LCP product sales maintained rapid growth, becoming the largest manufacturer in domestic LCP sales in 2021, and began to plan and build a 20,000 tons/year LCP synthetic resin project in 2021. Since the company's main raw material for LCP synthetic resin, biquinone (BP), mainly comes from overseas supply chains, in fiscal 2022, due to the restrictions on the overseas supply of raw material biquinone (BP), the company's LCP production and sales decreased year-on-year. With the commissioning and gradual release of new BP production capacity of domestic manufacturers, the continuous expansion of overseas supply chains and the easing of supply constraints, the sales volume of the company's LCP products is expected to resume growth. Up to now, the supply of biquinone (BP), the main raw material of LCP synthetic resin, can meet the company's existing needs. Thank you! 4. Please introduce the business of Shanghai Huarka acquired by the company last year. Hello! In 2022, the company acquired 51% of the equity of Shanghai Huarka (later renamed: Shanghai Water Huaben Semiconductor Technology Co., Ltd.) held by Huarka Co., Ltd. with its own funds of 68 million yuan. Huarka Co., Ltd. (Tokyo Stock Exchange PrimeMarket stock code: 7995) is a leading global semiconductor equipment manufacturer that designs, manufactures, processes, and sells various materials such as fluorine materials and high-performance rubber for semiconductors, automobiles, industrial equipment, chemical machinery, communication equipment, aerospace and other industries. Shanghai Huarka is the world's only self-owned manufacturing base in the field of fluororesin materials. Since the beginning of this year, Shanghai Huarka has achieved stable supply to customers in the domestic semiconductor field. The company will actively take advantage of the resource advantages of Shanghai Huarka fluorine materials to coordinate with the company's original business, increase the layout of customers in the domestic semiconductor industry, and provide domestic customers with more complete independent and controllable services for the supply chain of high-end fluorine materials. Thank you! 5. Does the company have products in terms of bio-based materials? What is the progress of the synthetic biology layout? Hello! In order to implement the national innovation-driven strategy, make full use of the talent resources and advanced scientific and technological achievements of scientific research institutions, and cooperate with the production conditions and market operation advantages of enterprises to jointly promote the transformation of scientific research achievements. In 2022, the company and the Shenzhen Institute of Advanced Technology of the Chinese Academy of Sciences established the Joint Innovation Center for the Application of Synthetic Biochemistry, which is the only joint innovation center named "Synthetic Biochemistry Application" established by the Shenzhen Advanced Institute. The two sides will mainly focus on bio-based polymer materials, animal and plant nutrition, etc., and carry out extensive cooperation in cutting-edge technology research, new product development, technology platform establishment and talent training. At present, the company has been able to deliver bio-based material products to customers in batches, and will actively promote the downstream product certification progress and order conversion. Thank you! 6. Please introduce the PPS of the company's fixed increase project. Hello! PPS has the advantages of high mechanical strength, high temperature resistance and excellent electrical properties, but it usually needs to be used after modification due to its shortcomings such as poor impact resistance. Since its establishment in 2001, the company has been focusing on the modified plastics industry, constantly improving the industrial layout in special polymer materials, with deep material solution capabilities and rich customer reserves. Compared with PPS synthetic resin manufacturers, the company has more competitive advantages in providing customers with material solutions, expanding diversified material application fields, and collaborating with customers and products. The company's PPS modified products have a good development momentum, with 114 samples sent in 2021 and 357 samples in 2022, a year-on-year increase of 313%, and a year-on-year increase of 134.87% from January to February 2023, maintaining a rapid development trend. Thank you! |
| List of attachments (if any) | not |
| date | May 24, 2023 |
Record of Investor Relations Activities on May 24, 2023 PDF
Recommended news
Headquarters business contact
Home / About us / Product / Technology / News / Performance Express / Join us / Contact
Links: Shanghai WOTE Huaben