Group 1: General Information - The research object is Huilv Ecology, belonging to the engineering construction industry, and the reception time was on June 12, 2025. The listed company's reception staff included directors, general manager Li Yan, director, board secretary, deputy general manager Yan Qi, director, deputy general manager Shi Lei, director, deputy general manager Peng Kaisheng, and chief financial officer Cai Zhicheng [17] Group 2: Research Institutions - The reception objects include investors' online questions and others, and the reception object type is other [20] Group 3: Core Views and Company Responses - With the increasing application of the AI market, the demand for optical modules, as one of the basic materials for the AI digital base, is growing significantly. The company will focus on high - speed products in this field, expand both domestic and foreign markets, and continuously develop new customers [24] - The company aims to balance different business models. It will consolidate the advantages of the garden business through cost - reduction, efficiency - improvement, and full - industry chain collaboration, while using the optical module business to increase research on cutting - edge technologies, and strengthen large - scale delivery capabilities through capacity layout in Wuhan, Hefei, and overseas [24] - The international market is one of the company's future main directions for AI optical communication business, and Malaysia is an important base. New layouts will be considered based on customer needs and clear business requirements [25] - The company's current order trend is good, and its downstream customers include those from the Internet, equipment manufacturers, and ecological partners [26] - The management will prudently consider renaming the company according to the development of Wuhan Junheng's optical communication business [27] - Junheng Technology's current orders are on the rise, and the capacity utilization rates in Malaysia and Hefei are high, with continuous capacity expansion [27] - The high - speed copper cable business of Wuhan Junheng is an important strategic direction for the company's future development, and its business proportion is on the rise [28] - The company's garden business mainly consists of municipal supporting garden projects and rarely involves real - estate - related garden construction [28] - The company's strategic direction is to develop towards the optical communication field, having completed the acquisition of 51% of the equity of Wuhan Junheng Technology Co., Ltd. in early 2025 [28] - The company will formulate a market value management system in accordance with relevant laws and regulations to standardize market value management behavior [29] - The company will consider acquiring the remaining equity of Junheng Technology based on its business development and market prospects [30]
汇绿生态分析师会议-20250612