Lan Haihuateng (300484.SZ) released news on May 25, 2024, saying that from May 20 to May 24, 2024, Lan Haihuateng accepted the research of Jiangxin Fund and other institutions, and the secretary of the board of directors: Li Yahui participated in the reception and answered the questions raised by the research institutions.
Details of the research institutions are as follows:
Zhang Chu / Jiangxin Fund; Liu Xiaopeng / Shangshan Asset Management; Yang Samarium, Cao Hanmin / Guoxin Securities; Lu Hao / China Merchants Securities; Tian Minghua / Wanhe Securities; Gong Jiamei / Huachuang Securities; Xue So Yun / Hongliwan Fund; investors participating in research through open source securities strategy meeting investors participating in research through open source securities strategy meeting.
The main contents of the survey are:
Introduction of the basic situation of the company
The company is a national high-tech enterprise and software enterprise specializing in the R & D, design, production and sales of new energy vehicle motor controllers and industrial automation control products. the main products are new energy vehicle motor controller, medium and low voltage frequency converter and servo driver. The company was listed on the growth Enterprise Market of Shenzhen Stock Exchange on March 22, 2016 under the stock code 300484. The company has won the "2012 Electric vehicle Technology Excellence Award" jointly issued by China Electrotechnical Society, Electric vehicle Professional Committee, China Automotive Engineering Society and Electric vehicle Branch. Won the frequency converter industry association "technological innovation" award, China Electrical Association "the most competitive independent brand" award and other awards Won the honor of Shenzhen Municipal people's Government large enterprise through train service enterprise, Guangdong strategic emerging industry backbone enterprise, Guangdong new energy vehicle drive and control engineering technology research center, post-doctoral station (innovation practice base), national professional special new small giant enterprise, Guangdong famous high-tech products. The company passed the ISO9001Poweruproulette2008 quality management system certification, automotive industry IATF16949:2009 certification, ISO45001 occupational health system certification and ISO14001 environmental management system certification, the main series of products have passed CE certification.
2. Interactive question and answer session:
Q1, what are the advantages of the company's R & D technology?
A: Hello, dear investors, the company has strong R & D strength and leading technology level in R & D technology advantages. Relying on the company's R & D platform and R & D system, reasonably integrate R & D resources and carry out R & D work economically and efficiently; at the same time, the advanced vector control basic technology platform developed by the company, including core technology, realizes the high reuse of technology, which lays a solid foundation and provides a strong system guarantee for the company to respond quickly to market demand and continuously launch industrial products of leading technology. The company has advanced speed sensorless vector control technology and speed sensor vector control technology, which can effectively improve the control characteristics of motor, expand the application field of motor, and meet the middle and high-end application needs of many industries. In addition, the company has set up Guangdong New Energy vehicle Drive and Control Engineering Technology Research Center (Provincial Engineering Center), Enterprise Technology Center (Shenzhen), postdoctoral Innovation practice Base and BYD Semiconductor Joint Innovation Lab, with two R & D centers in Shenzhen and Wuxi, based on independent technology research and development and product innovation. Thank you for your attention.Poweruproulette!
Q2, what are the main driving products of the company's new energy vehicles? Which models can be applied?
A: dear investors, the company's new energy vehicle drive products are mainly electric vehicle motor controllers and drive systems, including main drive integrated controller, main / auxiliary drive integrated controller, hybrid integrated controller, auxiliary drive integrated controller, motor + main drive controller integrated system, motor + gearbox + main drive controller integrated system and customer customized products. Can match a variety of permanent magnet synchronous and asynchronous motors, etc., the company's products are equipped with high-performance synchronous and asynchronous motor vector control technology, torque control technology, automatically identify the characteristic parameters of the motor, can achieve the motor to maintain the ideal working condition, the product has excellent torque control performance, to provide customers with a comfortable driving environment It can be widely used in new energy commercial vehicles, new energy passenger vehicles, hybrid vehicles, hydrogen energy vehicles, etc., to achieve energy saving and improve the control level of new energy vehicles, and ensure the safe, stable and efficient operation of new energy vehicles. Thank you for your attention!
Q3. In the field of heavy trucks, what new products will the company launch in 2024? What are the highlights of the new product?
A: dear investors, the company has more than ten years of accumulation of electronic control platform technology and rich application experience in the automotive industry. Electric vehicle motor controller products can be widely used in new energy commercial vehicles, new energy passenger vehicles, new energy logistics vehicles, hybrid vehicles, hydrogen energy vehicles. The company relies on its R & D and sales experience in the field of commercial vehicles to carry out heavy truck electric control and multi-in-one product research and development. with Jinlong Automobile Group, Beijing Institute of Technology Huachuang, Valin Star Horse, Shaanxi Automobile Group, Sany, Zoomlion, TeParker Power, Fast, Green Control Transmission and other customers have reached a stable cooperative relationship. In 2024, the company will launch a new generation of heavy truck five-in-one, auxiliary control four-in-one, 450kW level electronic control unit, 800V platform electronic control and other products. The new products will better meet the needs of heavy trucks, such as low energy consumption, high reliability, low cost and extreme performance-price ratio. Thank you for your attention!
Q4. In what fields are the company's industrial automation control products mainly used?
A: dear investors, the company's industrial automation control products are mainly medium and low voltage frequency converters and servo drivers. Medium and low voltage frequency converters include standard platform series and industry special plane series. It can be widely used in lifting, machine tools, air compressors, elevators, printing and packaging, metallurgy, petroleum, chemical, water supply, air conditioning, municipal engineering, mines and other industries and fields of the national economy. Realize energy saving and improve process control level Servo drivers include asynchronous servo drivers and synchronous servo drivers, represented by VTS, VY and VA series. Mainly used in electro-hydraulic hybrid drive equipment, spindle drive equipment, position control equipment and other industries to achieve energy saving, improve response speed and control accuracy.
Thank you for your attention!
Q5. What is the layout of the company in the field of electric aircraft?
A: dear investors, with the accumulation of electronic control technology in the company for more than ten years, the company has already had the relevant layout in the early stage of electric aircraft, and the electric aircraft motor controller project is the company's key development project in the future. the company has set up a relevant team to focus on the research and development of motor controllers for electric aircraft, which is currently in the stage of tackling key technical problems. The project has been reported to Shenzhen Science and Technology Innovation Commission as a major special project of science and technology, and has obtained the first government funding. Since the beginning of the year, with the commercial landing and acceleration of flying vehicles, the low-altitude economy has been written into the government work report, and the company has also accelerated the pace of product research and development in order to produce products that meet customer standards as soon as possible. break through the technical problems of motor controllers of electric aircraft and promote the development of electric aircraft. At the same time, the company joined the vice chairman of Shenzhen UAV Association, thank you for your attention!
Q6. How does the company view the development prospect of electric aircraft?
A: dear investors, this year's Government work report clearly proposes to actively build new growth engines such as a low-altitude economy. Electric aircraft is one of the new growth engines proposed by the government. Electric aircraft has a wide range of applications and great market potential. 2024 is regarded as the first year when the domestic low-altitude economy began to "take off". Electric aircraft is not only in line with the connotation of new quality productivity, but also on the eve of large-scale application, the future market is larger, the track can accommodate larger companies. In the future, with the development of economy and the needs of society, the "low-level economy +" model will extend more application scenarios, which is a long-term industrial direction worthy of attention. Thank you for your attention!
Q7, in the field of flying cars, what are the specific advantages of the company's layout of eVTOL electronic control?
A: dear investors, the company has set up Guangdong New Energy vehicle Drive and Control Engineering Technology Research Center (Provincial Engineering Center), Enterprise Technology Center (Shenzhen), postdoctoral Innovation practice Base and BYD Semiconductor Joint Innovation Lab, with two R & D centers in Shenzhen and Wuxi, based on independent technology research and development and product innovation, closely following the international advanced level. Most of the company's core teams come from technical background, have more than 10 years of technical research and development accumulation in the electronic control field, have the technical foundation of electric aircraft, and can be extended horizontally to low-altitude economic fields such as flying vehicles based on their deep understanding and research and development of key problems in the field of electronic control. There are obvious advantages in the research and development of eVTOL electronic control from electronic control of new energy vehicles, but eVTOL has higher requirements for safety, reliability and lightweight. In the current low-altitude economic race track is widely concerned by the market, the company pays close attention to the opportunity period, appropriately tilts the R & D resources to the field of eVTOL electronic control, and strives for a breakthrough in the design, algorithm and lightweight research and development of eVTOL electronic control, in order to bring the products to the market as soon as possible. Thank you for your attention!
Q8, what companies does the company have in the field of flying cars?
A: dear investors, the company is committed to developing into a domestic first-class and international leading supplier of new energy and automation products and solutions. This project, which is under research by Shenzhen Science and Technology Innovation Commission for electric aircraft, mainly focuses on the research and development of key technologies of control algorithm and motor drive controller for electric aircraft, which can be widely used in low-altitude economic application scenarios such as electric aircraft. At present, we are actively communicating and cooperating with prospective customers. Thank you for your attention!
Q9. How is the solid-state battery business going in the high-energy era of the company's investment?
A: dear investors, the High Energy era (Zhuhai) New Energy Technology Co., Ltd. invested by the company is an innovative high-tech enterprise that develops and manufactures all-solid-state lithium batteries. High-energy era has set up advanced battery research laboratories in Yokohama, Japan, Shenzhen, China and Zhuhai respectively. The high-energy era brings together a team of senior experts from China and Japan to devote themselves to the research and development of sulfide all-solid-state battery technology, and is determined to become the first all-solid-state battery product supplier in China. The research and development of sulfide all-solid-state lithium battery is progressing smoothly in the high-energy era, and the development of 20Ah all-solid-state cell A sample has been completed. At the same time, a pilot line is being built in the high-energy era, and it is expected to achieve mass production of small cells within 5Ah by the end of 2024. Thank you for your attention!
Q10. How can the company achieve business growth in the next few years?
A: dear investors, the company mainly deals in new energy vehicle drive products and industrial automation control products. At present, the sales penetration of new energy commercial vehicles in China is still low, especially the penetration of new energy light trucks and heavy trucks is still very low. The new energy light truck and heavy truck market has some room for growth in the future. In addition, with the maturity of the "three electricity" technology to promote the electrified development of construction machinery, the demand for new energy construction machinery is expected to grow in the future; at the same time, with the help of the opportunities brought about by the upgrading of the domestic manufacturing industry and equipment renewal, the industrial automation industry is expected to usher in certain growth. The company will also strive to achieve business growth through product innovation, tapping market potential and widening market sales channels. Thank you for your attention!
The above content has nothing to do with the data, has nothing to do with the position of the cloud channel in the interface, and does not constitute investment advice. Operate accordingly at your own risk.