HANDLER(SZ:300201)2022-12-03 09:20Group 1: Company Overview and Financial Performance - Helen Zhe achieved a net profit of approximately 18-23 million CNY in the first half of 2018, with a revenue of about 650 million CNY and an order backlog of 730 million CNY expected to be delivered within the year [3][4]. - The company anticipates two major performance growth points in 2018: military products and COB (Chip on Board) packaging display screens [3][4]. - The company’s military products are expected to see steady growth due to increasing demand driven by national defense strategies and military-civilian integration [4][5]. Group 2: Business Segments and Growth Drivers - The company has identified several key growth areas, including electric vehicles, service-oriented manufacturing, and the COB display technology, which is projected to generate over 100 million CNY in sales this year and around 1.8 billion CNY by 2020 [7][10]. - The traditional high-altitude vehicle market is valued at over 1 billion CNY, while the fire truck market is estimated at 10 billion CNY, and the LED market is projected to be worth 100 billion CNY [9][10]. Group 3: Challenges and Strategic Responses - The decline in performance in the first half of 2018 was attributed to increased depreciation costs from a new fire truck production base and the relocation of a subsidiary, which incurred additional costs [8]. - The company is addressing high accounts receivable due to seasonal business characteristics and is implementing measures to mitigate risks associated with this [6]. Group 4: Investor Relations and Communication - The investor relations activity included a thorough introduction of the company's business segments and strategic goals, ensuring compliance with disclosure regulations [11]. - The company is actively engaging with investors to clarify concerns regarding stock price fluctuations, which may be linked to high pledge ratios of major shareholders [10].