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航锦科技(000818) - 航锦科技投资者关系活动记录表
2022-12-04 10:32
Group 1: Company Overview and Strategic Direction - The company, Hangjin Technology, is focused on acquiring a 10.67% stake in Wuhan Navigation Institute, driven by optimism about the Beidou application and satellite application industries, which are expected to form a trillion-level market [2] - The company aims to achieve control over Wuhan Navigation Institute, with ongoing communication with other shareholders, although progress has been slower due to the pandemic [3] - The company’s strategy includes a focus on dual-use chips, aligning with its military and civilian product development [3] Group 2: Product Development and Market Opportunities - The company is involved in various aerospace applications through subsidiaries, with significant clients including Shanghai Aerospace and Aviation Industry Corporation [3] - The company is targeting the domestic GPU market, anticipating a market demand of 2-3 billion over the next five years [5] - The company is developing high-frequency materials and components for the 5G industry, aiming for import substitution to address supply chain issues faced by companies like Huawei [4] Group 3: Financial Performance and Projections - The chemical business, primarily focused on caustic soda and propylene oxide, is expected to generate profits ranging from 100 million to 300 million, depending on market conditions [5] - The company’s chairman has already increased his holdings by over 7 million shares, with plans to further increase holdings by 30 to 50 million [6] Group 4: Technological Advancements - The company’s LTCC technology is primarily applied in the aerospace sector, with ongoing developments in satellite applications [6] - The company is exploring partnerships with leading firms in design and modeling to expand its product range and service offerings [4]
航锦科技(000818) - 2018年5月11日投资者关系活动记录表
2022-12-03 09:48
Group 1: Company Overview - Hangjin Technology Co., Ltd. focuses on military electronics, with a product system primarily consisting of "3+1" products, including anti-fuse FPGA, non-volatile memory SRAM+EEPROM, and bus interface SG320 [3][4] - The anti-fuse FPGA is exclusively supplied by Changsha Shaoguang, with high demand in aerospace and military applications, leading to a supply shortage [3][4] Group 2: Product Details - The current contract amount for the three main products (anti-fuse FPGA, non-volatile memory SRAM+EEPROM, and bus interface SG320) exceeds 200 million yuan, indicating a supply-demand imbalance [4][6] - The SG320 bus interface is crucial for information transmission in military vehicles and is expected to expand into naval and missile applications [4] Group 3: Financial Performance - In 2017, Changsha Shaoguang achieved a revenue of 255 million yuan and a net profit of 7.122 million yuan; in Q1 2018, revenue was 26.03 million yuan with a net profit of 16.3 million yuan [5][6] - The accounts receivable for Hangjin Technology in 2017 amounted to 228 million yuan, with a significant portion attributed to military enterprises [6] Group 4: Research and Development - Changsha Shaoguang currently employs 19 personnel dedicated to design, with over 60 involved in R&D activities [6] - Key R&D focuses include system-in-package (SIP), digital isolators, and high-performance graphics processors (GPU), with the latter expected to achieve mass production within 1-2 years [5][6] Group 5: Future Outlook - The company anticipates that the high gross margin of its chip products will be maintained over the next 3-5 years due to controlled production costs and increasing domestic demand for military electronics [7] - Hangjin Technology supports Changsha Shaoguang through management, talent acquisition, and financial backing for future chip projects [8]
航锦科技(000818) - 2021年1月17日-投资者关系活动记录表
2022-11-23 07:01
Group 1: Corporate Governance and Control - Wuhan New Energy becoming the controlling shareholder of Hangjin Technology resolves long-standing debt issues and optimizes the shareholder structure, enhancing support in industry, finance, and talent [1] - The State-owned Assets Supervision and Administration Commission of Wuhan City will provide resources and support for the company's future development in the integrated circuit sector [1] Group 2: Headquarters Relocation - The relocation of the headquarters to Wuhan will facilitate better integration into the local economy and enhance collaboration with local upstream and downstream businesses [2] - The management team will assist in establishing a headquarters organization rooted in Wuhan, focusing on essential aspects such as personnel and resources [2] Group 3: Business Segmentation - Hangjin Technology's main business is divided into two segments: traditional chemical operations and the recently developed integrated circuit business [2] - A wholly-owned subsidiary was established to manage existing chemical assets, allowing for independent development of both chemical and electronic business sectors [2] Group 4: Product Development and Market Impact - The latest announcement on the development of Honglin Micro's RF chips indicates advanced performance comparable to foreign products, with applications in 4G and 5G base stations [3] - The RF chips are expected to significantly impact the company's future business development and operational performance, particularly in the mobile phone RF module production sector [3]