2021-09-06 Guangdong Junya (603386) issued a notice saying: mutual fund, investment promotion management, gold yuan securities management, life insurance management, self-investment of the Great Wall, Jinxin Fund conducted a survey of our company on August 30, 2021, which was conducted by Chairman Ye Xiaobin. Li Peng, secretary of the board of directors.

The main contents of this survey are as follows:
The company was founded in 2005 and listed on the Shanghai Stock Exchange on September 12, 2017. The company belongs to the printed circuit board industry, mainly engaged in printed circuit board research and development, production and sales, and printed circuit board surface mount (SMT). The company's main products include rigid circuit boards, flexible circuit boards (FPC), rigid-flexible boards (RFPC), high-density interconnected circuit boards (HDI) and PCBA. Since its inception, the company's main business and products have not changed. The company's products are mainly used in energy, industrial control and medical, computer and network equipment, automotive electronics, consumer electronics and other fields, the main customers include Flextronics, BYD, XIAOMI, Huawei, Xinwanda, Xinnengde, Enphase, Changhong, Huayang GM, Zhaochi shares, TCL and other well-known enterprises at home and abroad.
Second, the main problems of on-site interactive communication
1. What are the company's characteristics, competitive advantages and core technologies compared with companies in the same industry? The company can provide complete PCB product series services for its customer base. At present, there are few PCB manufacturers with R & D templates, small batch boards, medium batch boards, a large number of professional measuring plates and supporting SMT processing plants in China.
2. In what areas are the company's products currently used? The proportion of each application field and representative customers? The company's products are mainly used in energy, industrial control and medical, computer and network equipment, automotive electronics, consumer electronics, security and other fields. In recent years, the company has been committed to optimizing the product structure and achieved certain results, the proportion of energy, industrial control, computer and network equipment, security and automotive electronic products has increased. The company has been actively exploring downstream market segments, with Flextronics, Soluyan, TCL, BYD, Guangbao Technology, Hansol, Huawei, XIAOMI, Blue Microelectronics, Xin Wanda, ZTE, Dahua shares, Zhuoyi, Gongjin shares, Beidou Xingtong and other well-known enterprise customers.
3. What are the main customers in the company's energy field? Which customers do inverter products have? Which customers are being developed? The company earlier carried out the layout and mass production of energy products, the current products focus on supporting Enphase (indirect), Huawei, Xinnengde, Xinwanda and other well-known enterprises at home and abroad. The company has many years of experience in R & D and production of energy PCB products, and inverter PCB has been in mass production for many years. At present, the company is actively developing domestic inverter head enterprise customers.
4. What is the unit price of the company's products? What is the progress and extent of the price increase? in 2020, the average unit price of the company's products is about 580 yuan / square meter. According to the price increase of upstream raw materials, the company coordinates the price increase of customers, but the price increase range of different customers and products is different.
5. The reason why the company maintains its cost advantage. The company pays attention to improve production efficiency, quality and yield, control cost by improving operation efficiency, optimizing technological process and improving equipment technology. At the same time, the company's products continue to enrich, downstream customers are relatively scattered, in the upstream raw material prices have a certain bargaining power.
6. Does the company have a layout IC board? At present, the company does not have the production of IC board.
7. Where is the progress of the company's planned purchase of shares in Shenzhen Sumitomo and the cooperation between Shenzhen Sumitomo and the company? The company's FPC Division currently produces flexible circuit boards (FPC) and rigid-flexible boards (RFPC), which are mainly used in downstream fields such as lithium batteries, wireless charging, TWS headphones, etc., and have been laid out and used in MiniLED, OLED, smart wear and other products, and sales are increasing year by year. Shenzhen Sumitomo mainly focuses on FPC business, while FPC business focuses on expanding the company's business. The company intends to purchase the equity interest of Shenzhen Sumitomo, mainly considering the technical capability, manufacturing capacity and management team of Shenzhen Sumitomo FPC, which is conducive to the extension of the company's FPC business, improve technology and manufacturing capacity, and enhance customer stickiness. The deal is still in progress.

Guangdong Junya's main business: research and development, production and sales of printed circuit boards, HDI circuit boards, special circuit boards, flexible circuit boards, electronic equipment, mobile communication systems and switching equipment, computers and their accessories, semiconductors, optoelectronic devices, electronic components and their assembly testing; import and export of goods, technology (except for items prohibited by laws and administrative regulations) Projects restricted by laws and administrative regulations must obtain permission before they can be operated. The products are sold in domestic and foreign markets. General freight (operating with license). The self-owned factory building in District 25 of Sandong Digital Industrial Park, Huicheng District, Huizhou City is rented out.

Guangdong Junya 2021 medium report shows that the company's main income is 1.241 billion yuan, up 39.09% from the same period last year; net profit from the home is 115 million yuan, up 207.39% from the same period last year; deducting 102 million yuan from non-net profit, up 198.96% from the same period last year; debt ratio 62.08%, financial expenses 15.9297 million yuan, gross profit margin 23.46%.