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中天火箭:浙商证券股份有限公司、陕西中北企业投资集团等4家机构于9月10日调研我司

Zhongtian Rocket: Zheshang Securities Co., Ltd., Shaanxi Zhongbei Enterprise Investment Group and other four institutions investigated our company on September 10.

證券之星 ·  Sep 10, 2021 06:05

Zhongtian Rocket (003009) announced that Xu Guangming, he Nan, Hu Ming, Liu Baojun, Liu Yang, Huang Fuling, Huang Fu Jiannan, Liu Zhongyu, Zhang Ziding and Miao Yufei of Zheshang Securities Co., Ltd., Shaanxi Zhongbei Enterprise Investment Group, Liu Zhongyu, Zhang Ziding and Miao Yufei investigated our company on September 10, 2021. The survey was hosted by Ning Xinghua, deputy general manager and secretary of the board of directors, Min Xuewei, deputy general manager of the subsidiary company, and Xu Qingshan, minister of securities affairs.

The main contents of this survey are as follows:
First, organize to watch the company's promotional films
Second, organize and carry out exchange meetings.
1. In carbon-carbon thermal field materials, compared with the same industry, the carbon fiber preform of Zhongtian rocket is currently purchased. Is there any plan to extend the carbon fiber preform and equipment? At present, the company has no plans to expand the preform, or will cultivate more R & D capabilities in superior areas such as photovoltaic thermal field materials.
two。 With the rapid expansion of carbon thermal field, the current market of raw materials has increased significantly, will there be an impact on gross profit margin? What is the progress of business expansion at present? In the past, the company used imported carbon fiber from Japan, but now it is stepping up efforts to carry out the replacement of domestic carbon fiber. The rising price has a certain pressure on the cost, but at present, there is little pressure; business expansion, as shown in the disclosure document, is going on in an orderly manner as planned.
3. What are the specific rocket business and application scenarios of the company at present? Rocket business is mainly divided into three categories, one is rain-increasing and hail-proof rocket business, the products are mainly used for agricultural disaster prevention and reduction and meteorological support for major activities, and the other is sounding rocket business, which is mainly used to detect atmospheric physical parameters within the height range of 0~300km, to provide data support for weather forecast, atmospheric waveguide detection, near space environment detection, and to provide a platform for microgravity scientific experiments. Third, the small guided rocket business, the products are mainly used in anti-terrorism, local war or border patrol, and the combat targets are mainly light armored vehicles, taking into account ordinary vehicles, simple fortifications, armed personnel, and so on.
4. Explain the future market growth space for the company's current rocket technology and other business technologies. The civil rocket business has maintained a stable development trend for many years, and the military business is difficult to predict and judge because of the periodicity of the market, but the company has relevant market development plans for civilian and military products, and the company promotes the common development of military and civilian products at the same time.
5. It can be seen from the disclosure statement that the carbon thermal field material occupies a high share. What is this product and its main application? Carbon / carbon thermal field materials mainly play the role of support, thermal insulation or diversion in high temperature equipment, and have outstanding characteristics such as light weight, strong corrosion resistance and long service life; the products are mainly used in high temperature equipment for crystal growth of photovoltaic enterprises. it can maximize the cost-effective advantage and energy-saving effect of carbon / carbon thermal field products.
6. What is the split technique? Integral crucible, heat preservation tube and other thermal field material products need to be molded at one time in the production process. The split technology is a new technology produced by the whole part restricted by the inner diameter size of the high temperature furnace in the processing link. Compared with the integral technology, it can be formed separately in the production process, and the production capacity can be greatly increased, the production cost can be reduced and the productivity can be effectively improved by splicing technology.
7. What is the company's existing capacity planning? Will there be more than expected? What is the proportion of downstream customers at present? At present, the company's production line is in a state of full production and is being carried out in an orderly manner according to the disclosed production expansion plan. Downstream customers, please check the semi-annual report documents disclosed by the company.
8. Does the company have a corporate image promotion plan in the future to attract more investors? The company shall disclose daily business matters in accordance with the relevant disclosure requirements, and organize regular performance presentation meetings and online and offline investor research activities every year.

Zhongtian Rocket main business: general projects: forest fire prevention services; chemical products production (excluding licensed chemical products); high performance fiber and composite materials manufacturing; rubber products manufacturing; non-ferrous metal alloy manufacturing; non-ferrous metal Calendering processing; forgings and powder metallurgy products manufacturing; security equipment manufacturing; industrial control computer and system manufacturing; Internet of things equipment manufacturing; electronic vacuum device manufacturing Electronic special materials manufacturing; instrument manufacturing; intelligent instrument manufacturing; weighing instrument manufacturing; new metal functional materials sales; high performance non-ferrous metals and alloy materials sales; rubber products sales; high quality synthetic rubber sales; high performance fiber and composite materials sales; chemical products sales (excluding licensed chemical products); fire equipment sales; weighing equipment sales; industrial control computer and system sales Sales of forgings and powder metallurgy products; sales of electronic special materials; sales of electronic vacuum devices; sales of intelligent instruments; sales of non-ferrous alloys; sales of security equipment; electronic weighing services; Internet of things application services; network technical services; software development; information system integration services; artificial intelligence industry application system integration services; Internet of things technical services; security system monitoring services Safety technology prevention system design and construction services; project management services; engineering technical services (except planning management, survey, design, supervision); research and development of electronic special materials; research and development of Internet of things technology. (except for projects that must be approved according to law, carry out business activities independently according to law on the strength of business license) licensed projects: production of civil explosives; R & D and production of weapons and equipment; R & D and manufacture of rocket launching equipment; manufacture of spacecraft and carrier rockets; building intelligent system design; building intelligent engineering construction; various engineering construction activities; import and export of goods; technology import and export; import and export agent Road transport of goods (excluding dangerous goods); road transport of goods (including dangerous goods). (for projects that must be approved according to law, business activities can only be carried out after approval by relevant departments, and the specific business projects shall be subject to the results of examination and approval.)

Zhongtian Rocket 2021 reported that the company's main income was 509 million yuan, up 34.65% from the same period last year; net profit from its parent was 92.2733 million yuan, up 51.63% from the same period last year; deducting non-net profit from 80.047 million yuan, up 33.74% from the same period last year; debt ratio 27.21%, investment income 55200 yuan, financial expenses-1.6507 million yuan, gross profit margin 33.88%.

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