2021-09-02 easy Special (300376) issued a notice saying: GF Securities Co., LTD. Zou Zongcheng, Yu Zhe originated from the 2021-09-02 survey of our company, the survey was received by Zhao Jiuhong, director and secretary of the board of directors, and Wen Kai, representative of securities affairs.

The main contents of this survey are as follows:
Mr. Zhao Jiuhong, director and secretary of the board of directors, and Mr. Wen Kai, representative of securities affairs, introduced the basic situation, latest business progress and future development direction of the company to investors in the conference room on the first floor of the company. and carried out detailed communication and exchanges with investors about the company.
I. the main contents of investor exchanges are as follows:
1. Please introduce the distribution of the company's current marketing network and the area of the company's main business. A: at present, the company's products adopt the marketing mode of the combination of direct sales and distribution in the domestic market, while they are mainly sold through distribution in foreign markets. The company has a sound marketing network, set up 268 customer centers around the world, covering the vast majority of provinces and cities in the country, the company deployed CRM (terminal retail management system) and other information systems, 2 improve the level of information and automation of marketing network management, and provide a strong means for customer fine management services. The company's business covers all provinces, cities and autonomous regions in China, except that the proportion of southwest and northeast regions is slightly smaller, and the sales of each region is relatively average. in addition, the foreign market is also a relatively stable sales area of the company. the main overseas customers are distributed in Africa, Europe and Southeast Asia.
2. What is the development of the company's data center business? Are there any new products launched recently? Answer: the company's intensive cultivation in the field of high-end power supply for more than 30 years has accumulated a profound technical foundation. In the first half of 2021, the company maintained steady growth in its data center business, and the company continued to serve the large-scale IDC computer room project of China Telecom Corporation, China Mobile Limited and China Unicom, providing them with energy solutions and power security, and participated in the construction and upgrading of basic networks and data centers of commercial banks. The company attaches great importance to the research and development of data center product technology, and the product solution business mainly includes modular UPS power supply, distribution cabinet, moving ring monitoring system, modular data center, container data center and other products and system solution services. The company's data center products launched Dongfeng ENPOWER high-voltage DC power supply system, this series of products use 10kVac direct-to-240Vdc/336Vdc technology, DC power supply in one step, completely subverting the structure of many power supply equipment between traditional IDC from municipal power to terminal equipment, and effectively improve product efficiency, product performance and system reliability. Dongfeng ENPOWER is designed with HVDC technology, which has obvious advantages over traditional UPS in terms of efficiency, total cost, delivery cycle, footprint, reliability and convenience of operation and maintenance. In addition, according to the industry trend and market demand, combined with the in-depth understanding of customers' application scenarios, the company has launched a series of product solutions, such as MC2000 modular data center solution, MC6000 series intelligent micro-module data center, MC8000 container data center, ECi9 edge computing small and micro data center, and provides full lifecycle services from design, construction EPC package to operation and maintenance. The above schemes have been widely used, such as Beijing Chinese Academy of Sciences Cloud Computing data Center, Guo Fu Guangqi Beijing Fengtai data Center, Guo Fu Guangqi Shanghai Yuepu data Center, Tencent Guangzhou data Center, Baidu, Inc. Guangzhou data Center, Tencent Guangming data Center, etc., and won good comments from the market.
33. The development of the company's energy storage business? A: as an early domestic enterprise involved in energy storage business, the company has a complete energy storage / microgrid solution system, which can flexibly provide the best overall solution according to specific scenarios and specific control logic. to help customers achieve personalized needs such as peak cutting and valley filling, load balancing, peak regulation and frequency regulation, power security and so on. The company has fully independent property rights of isolated large-ratio bi-directional DC/DC module (10KW/20KW/30KW), 160KWIP65 energy storage module, 1.28MW energy storage system, BMS, EMS, container energy storage power station solution, high-power integrated optical storage and charging system. It has been successfully applied to the construction of centralized photovoltaic power station auxiliary energy storage, distributed optical storage microgrid, optical storage and charging integrated ultra-high power electric vehicle charging station, industrial park peak shaving energy storage power station, grid-side energy storage system and intelligent power router demonstration project. According to the photovoltaic and wind power storage requirements of different application scenarios, the company puts forward different targeted solutions. In the face of the vigorous development of offshore wind power in the future, the company prospectively put forward the solution of offshore wind energy storage. Recently, the company successfully delivered the energy storage system of Zhuhai Guishan offshore wind farm, the first offshore wind power project in Guangdong, which is highly praised by customers. The project is invested and built by Nanhai Offshore Wind Power Joint Development Co., Ltd., a subsidiary of South Grid Energy Co., Ltd., and is listed as the first batch of pilot projects of the 12th five-year Plan smart grid of the State Energy Administration and the core technology research project of strategic emerging industries in Guangdong Province. it is a key energy construction project of provinces and cities. relying on the offshore wind farm power delivery project, the project will realize the interconnection between offshore wind farms, island power grids and mainland power grids. Effectively improve the livelihood of the people on the islands, optimize the energy structure of the power grid, and promote regional economic development. Energy storage business is the focus of the development of new energy business, with the release of relevant energy storage documents such as the national "guidance on accelerating the Development of New Energy Storage", "notice on encouraging Renewable Energy Power Generation Enterprises to build their own or purchase Peak shaving capacity to increase the scale of Grid connection", the company will actively seize relevant policy opportunities to promote the development of its energy storage business.
4. What is the participation mode of the company in the promotion of the whole county? A: the company has complete manufacturing, engineering, operation and maintenance capabilities of distributed photovoltaic power generation projects. in the county-wide promotion business, the company mainly provides customers with overall solutions including components, inverters, 4 bus boxes, distribution cabinets and monitoring systems, and cooperates with the government to develop party and government organs, school hospitals, industrial parks and rural roof resources on a large scale according to different specific scenarios. Provide Nongguang centralized, Nongguang distributed, industrial and commercial distributed, household photovoltaic and other solutions, and build the integrated cloud platform architecture of source network, load and storage according to the situation, and graft other business of the company, such as energy storage, charging piles, to achieve the overall business promotion.
5. How does the company view the rapid growth of R & D investment in the first half of the year? A: adhering to the business philosophy of "technological innovation and independent research and development", the company continues to build a R & D platform and build an industry-university-research innovation team, constantly strengthen scientific and technological innovation, tackle key technologies, develop new products, and build a standard system. The company also continues to improve the technological innovation system, build an open R & D platform based on core technologies, promote R & D IPD reform, and stimulate the sense of continuous innovation. The company's R & D investment will eventually be projected on the company's product performance and market competitiveness, stabilizing the comprehensive technical strength of R & D and innovation in the domestic power industry.
6. Is the shortage of chips solved? A: according to the domestic and international supply and demand situation, the shortage of chips is expected to continue into the second half of 2022. In this regard, the company takes the initiative to carry out inventory storage and dynamic adjustment, distinguishing chips with different models and application requirements, and at the same time carrying out research and development and testing of domestic product substitution, so as to reduce the dependence on scarce model materials. it will take a long time to solve this problem completely.
Second, in the process of ending the activities, the company has conducted full exchanges and communication with investors, strictly in accordance with the "Information Disclosure Affairs Management system" and other provisions, to ensure that the information disclosure is true, accurate, complete, timely and fair. This activity has been actively participated by the majority of investors, the company will continue to carry out investor exchange activities, so that investors fully understand the actual operating situation of the company, fully reflect the core value of the company. Investors who want to know the latest developments of the company can follow the official account "EAST300376" of easy Special Wechat, or call the investor special line of the Securities Department at 50769-22897777-8223.

Easy special main business: smart city, smart park and rail transit project investment, operation and transformation; Internet information services (value-added telecommunications service management); artificial intelligence, quantum communication, ubiquitous power Internet of things, cloud computing technology development Research and development, manufacturing and sales: wireless communication equipment, storage equipment and systems, uninterruptible power supply, emergency power supply, communication power supply, high voltage DC power supply system, voltage stabilized power supply, integrated power supply system, industrial energy saving and power quality control system, new energy vehicle charging piles and supporting equipment, data center products and systems (including head cabinets, distribution cabinets, cabinets), precision air conditioners, photovoltaic modules, photovoltaic inverters, Bus box, AC / DC cabinet, controller, embedded software, power environment monitoring, valve-controlled sealed lead-acid battery, lithium battery, composite energy storage system, intelligent environmental protection system Design, integrated construction, installation, commissioning, operation and maintenance of solutions for solar power generation systems and power stations, new energy vehicle charging stations, smart microgrids, computer network systems, data centers and building intelligent systems; data processing and storage services; technical consultation and services; design, production, agency, release of all kinds of advertisements at home and abroad Import and export of goods or technology (except import and export of goods and technologies prohibited by the state or involving administrative examination and approval); trade agents; warehousing services (excluding dangerous chemicals); general road freight transport; recycling and processing of renewable resources (excluding solid waste, hazardous waste, scrapped cars and other projects subject to the approval of relevant departments); housing rental, property management. (for projects that must be approved according to law, business activities can only be carried out after being approved by the relevant departments.) (subject to the examination and approval of the administrative department for industry and commerce)

The company's main income was 1.682 billion yuan, up 8.76% from the same period last year, the company's net profit was 214 million yuan, up 15.38% from the same period last year, deducting 207 million yuan from non-net profit, up 13.91% from the same period last year, and the debt ratio was 52.62%, the investment income was 6.2647 million yuan, the financial expenses was 77.6347 million yuan, and the gross profit margin was 33.72%, according to the company's 2021 report.