Guangyunda (300227) issued a notice on December 1, 2021, saying: we will investigate our company on November 30th, 2021.

Q: what is the main business of Guangyunda?

A: the company's main business is to provide laser application services and intelligent manufacturing innovative solutions for the fields of electronic information, aerospace and aviation. Thank you.

Q: the company operates its business and is competitive in its industry

A: the company's core competitiveness is mainly reflected in the long-term accumulation of precipitated technology, research and development of innovative applications, network layout close to major markets and customers, rich and sound customer resources and in-depth cooperation. Thank you.

Q: at present, there are many additional materials manufacturing companies in China. How can the company maintain its competitiveness in the military industry?

A: the company's current 3D printing technology level and service have been recognized by customers. In the future, on the one hand, we will maintain good communication with customers to provide stable and reliable products and fast and high quality services; on the other hand, we will strengthen research and development and improve the technical level to maintain the advantages of the company's 3D printing technology. Thank you.

Q: what is the status of the company's new energy manufacturing equipment orders this year? can it meet its annual production, sales and profit targets?

A: the company's new energy equipment products are mainly the intelligent production line of lithium battery structural components, and the project is currently in good condition. Thank you.

Q: what is the current application scene of 3D printing technology? Is the cost high?

A: the company uses the metal augmentation manufacturing technology accumulated for many years to cooperate with aerospace customers to complete the research and development of new products; at the beginning of this year, it passed the 3D printing installation review, which indicates that the company officially has the batch production qualification and ability of aviation spare parts manufacturing. In the later stage, the company will quickly build production, heat treatment, testing capacity, and expand production capacity to meet customer needs. At the same time, we will step up marketing efforts and gradually build a rapid manufacturing scheme for parts and components, which integrates design, manufacturing, heat treatment and inspection, mainly for aviation, aerospace, weapons and nuclear power fields. The company is further forming mass production and striving to reduce costs. Thank you.

Q: are the business orders and production capacity of the subsidiaries of the company full at present?

A: at present, all the businesses of the subsidiaries of the company are carried out in accordance with the company's plan, and the orders and production capacity are carried out in a normal and orderly manner. Thank you.

Q: has Tongyu received any new and larger military orders since the fourth quarter?

A: Chengdu Tongyu has plenty of orders on hand. Thank you.

Q: who is Jin Dongtang's main competitor in the new energy industry?

A: at present, the company's products are highly competitive in the market. Investors are welcome to do research. Thank you.

Q: who are the main competitors of the company?

A: the company takes laser intelligent manufacturing as the core, centering on the layout of the whole laser industry chain in electronics, military industry and new energy industries, and the competition in different industries is also different. the company insists on innovation-driven to enhance the company's market competitiveness. Thank you.

Q: can the 3D printing technology of the company's subsidiary be applied to rockets and egg guide accessories, and if so, are there any orders so far, including aero-engine parts?

A: 3D printing business does not involve bullets and aerospace for the time being. Thank you.

Q: subsidiary Jin Dongtang has the fully automatic production line of battery top cover components and battery core machine vision inspection equipment of "laser welding automation equipment for polar ears and electrodes". Directly or indirectly serve Ningde era and AVIC Lithium Power and other new energy leading enterprises (for the third, sixth and tenth suppliers of Ningde era

A: goods), is the above information true? Then what is the company's next production expansion plan in the area of lithium-ion equipment? What is the technical reserve in the industry? From which angle are you going to make a breakthrough in the future? Reply: the above information is correct. The product is an integrated intelligent production line for laser welding and testing of lithium battery structures. at present, the customer evaluation and use of the production line are good, and the market competitiveness of the production line is strong. the company will expand more customers and expand shipping capacity next year. Thank you.

Q: what is the core competitiveness of the company?

A: the company's core competitiveness is mainly reflected in the long-term accumulation of deep technology, research and development of innovative applications, network layout close to major markets and customers, rich and sound customer resources and in-depth cooperation. Thank you.

Q: the ban on 6.886 million shares was lifted on December 2. are there any shares that have been lifted by the shareholders of the company? if so, how many thousands of shares have been lifted by the shareholders of the company? Ask the leader of the company to answer.

A: the company has 6.886 million restricted shares in circulation on December 2, all of which are some of the shares issued to the original shareholders of Tongyu Airlines when the company acquired a 49% stake in Tongyu Airlines. Thank you.

Q: what layout did Tongyu do in the aspect of increasing material manufacturing? Have you made any new breakthroughs in capacity, customers or orders since the fourth quarter?

A: 3D printing business, Chengdu Tongyu around existing customers to explore new directions and cooperation, specific orders are still under negotiation and promotion. Thank you.

Q: Hello, Boss Zhang, is your company operating normally now? what is the progress of 3D business?

A: at present, the company is doing well, and the 3D printing business is also being carried out in an orderly manner. Thank you.

Q: the company has a lot of concepts. What kind of business do you have?

A: the company's business is mainly related to aviation, military industry and communications electronics from the perspective of industry division, and includes application services and intelligent equipment from the perspective of product division. Thank you.

Q: do you have any orders for the 20 series military aircraft of CNAC Xifei? Can the spare parts company of China's large aircraft C919 produce?

A: it is not convenient to reply to the specific type of aircraft. Thank you.

Q: will the company have a big business breakthrough in Xifei next year?

A: the business of Chengdu Tongyu and Xifei, a subsidiary, is progressing steadily. Thank you.

Q: is there any business overlap and competition between Dazhou Laser and the company? What are the core competencies of the company?

A: at present, the business of the company is different from that of the big family laser. For the question of core competence, please see the reply to the previous question. Thank you.

Q: are the capacity and orders for lithium battery smart equipment adequate?

Answer: the company's product is the intelligent production line of lithium battery structural parts, the order increases steadily, the situation is better. Thank you.

Q: what is the aviation order of Tongyu Airlines, a subsidiary? Is the company full of production capacity?

A: Chengdu Tongyu has sufficient orders, and the company is still investing in equipment production capacity. Thank you.

Q: I have been running out of Yunda at the beginning of this year. Up to now, the stock market has made a profit of two even and seven losses. I hope the company will pull me to 10% li.

A: thank you for your attention.

Q: how many new 3D printing orders are expected to be signed by the company next year?

A: new orders are subject to disclosure. The company is still actively laying out its 3D printing business. The company is full of confidence in the development of this business. Thank you.

Q: is the company the largest manufacturer of SMT laser templates (PCB core equipment) in China? And it is the only relevant listing target for A shares, and laser drilling services are provided for PCB production enterprises. It is expected that the PCB industry chain has appeared. Whether there has been a positive change in the business volume of the company, please also introduce this business in detail.

A: the company is the largest SMT laser template manufacturer in China. SMT laser template is an important mold in the PCB process, but it does not belong to PCB core equipment; the company provides PCB drilling, molding and other services. The improvement of the PCB industry will also have a positive impact on the PCB business in the company's application service category. Thank you.

Q: excuse me, the stock price of the company is falling endlessly.

A: what does the management think of it? as investors who are optimistic about the development of your company, what they see is that the company does not do fame and wealth all day long. What on earth is the situation? please explain and reply: the company is actively carrying out all kinds of work. Investors are welcome to supervise the operation of the company. Thank you.

Q: is the company's main business strongly related to the PCB industry?

A: the company has PCB business, at the same time, the company's business also involves military industry, intelligent equipment and so on. Thank you.

Q: what is the proportion of the company's military products and civilian products?

A: the output value of military products accounts for about 17% of the company's total output value. Thank you.

Q: the company has participated in the semiconductor racetrack. What have you achieved so far?

A: the company's original stake in the chip design company has been transferred, and there is no semiconductor-related business at present. Thank you.

Q: can the company's products be used in the field of civil aircraft? Large aircraft is the strategic development direction of domestic, can this business company enter the industrial chain? Especially on the C919, does the company also have technology or parts to export?

A: the company's customers are mainly Chengfei Group, and its products include aviation parts including military aircraft and civil aircraft, among which civil aircraft are related to domestic large aircraft. Thank you.

Q: what are the company's plans for future development?

A: the company's overall strategy will actively deepen the layout of military-related business and expand the scale of smart equipment business. Thank you.

Q: have you ever considered entering the lithography business in the future?

A: at present, the company has no business related to lithography machine. Thank you.

Q: are there any similarities between your laser business and the laser of lithography machine?

A: there is a big difference between our company's laser business and lithography machine business. Thank you.

Q: is there any expectation that the shareholding ratio of the company's controlling shareholders is so low?

A: the company's controlling shareholders have no plans to increase their holdings at present, thank you.

Q: since the beginning of this year, there has been almost no research on institutional investors. Is it true that institutions do not recognize the growth of the company?

A: welcome to the company for research. Thank you.

Q: does the company mainly use domestic lasers now?

A: most of the laser equipment currently used by the company are imported equipment, thank you.

Q: does the company expect any major projects next year?

A: if the company has a major project, it will be disclosed in accordance with the requirements of laws and regulations, and investors can pay attention to the company's announcement. Thank you.

Q: does the company have any plans for capacity expansion?

A: the company has a capacity expansion plan, which will be expanded timely according to the needs of the market and customers. Thank you.

Q: is there a 3D business applied to the commercial design of metacosmos?

A: at present, the company is not involved in meta-universe-related business, thank you.

Q: the company has added new equipment leasing business this year. What is the progress of this business? How's the order?

Answer: the main purpose of increasing the equipment leasing business in the company's business scope is to improve the equipment utilization rate and lease some of the equipment left idle after upgrading, which will not have a significant impact on the company's operation. Thank you.

Q: does the company have any plans to introduce further strategic investors or refinancing?

A: the company will introduce strategic investors or start refinancing at an appropriate time according to the needs of development in the future. if there are any of the above matters will be disclosed in accordance with the requirements of laws and regulations. Thank you.

Q: why are the shares repurchased by the company not shown in the list of shareholders in the three quarterly reports?

A: according to the disclosure rules of relevant laws and regulations, the company's stock repurchase account is not included in the top ten shareholders. Thank you.

Q: does the company have a high profit margin for military projects?

A: the profit margins of the company's military business projects are the same as those of military enterprises in the same industry. Thank you.

Q: please tell us something about the company's overseas business. Will you focus on expanding overseas business in the future?

A: at present, the company's business is mainly domestic business. As part of the customer's manufacturing business is transferred to Southeast Asia and other places, the company will also consider expanding overseas business. Thank you.

Q: what is the proportion of the company's R & D investment? How does it compare with the same industry?

A: the company's annual R & D investment accounts for more than 7% of operating income, which is a medium level in the same industry. Thank you.

Q: isn't Hongxin a wholly owned subsidiary of the company? Why is it not involved in the semiconductor industry?

A: Hongxin Semiconductor is a wholly owned subsidiary of the company. at present, the company has no semiconductor-related business. Thank you.

Q: how much impact does the epidemic have on the company?

A: the epidemic did not have a significant impact on the company. Thank you.

Q: 3D printing can be used in meta-universe. What are the company's current plans?

A: 3D printing has a wide range of industrial applications, whether it will be used in the meta-universe depends on the commercial design of related products. Thank you.

Q: how much impact does the rise in raw material prices have on the company?

A: the rise in the price of raw materials has an impact on the company, especially on the company's intelligent equipment business. At the same time, the rise in raw materials also has a certain impact on other businesses. Thank you.

Q: what are the expected results for the fourth quarter?

A: please pay attention to the announcement of the company's follow-up disclosure. Thank you.

Q: the German company EOS came to investigate and communicate with President Yao of Guangyunda. Do the company have any further intention to cooperate with EOS?

A: the company has purchased German EOS laser equipment, German EOS visited, the two sides on the development of 3D printing industry exchanges and discussions. Thank you.

Guangyunda main business: providing laser application services and intelligent manufacturing innovative solutions for electronic information, aerospace and aviation fields

According to the third quarterly report of Guangyun 2021, the company's main income was 641 million yuan, up 2.6% from the same period last year; the net profit was 88.2202 million yuan, up 9.54% from the same period last year; and the non-net profit was 75.0813 million yuan, up 10.15% from the same period last year. Among them, in the third quarter of 2021, the company's main income in a single quarter was 253 million yuan, up 0.53% from the same period last year; and the net profit in a single quarter was 40.6284 million yuan, up 0.99% from the same period last year. The non-net profit in a single quarter was 38.4404 million yuan, up 7.08% from the same period last year; the debt ratio was 34.5%, the investment income was 3 million yuan, the financial expenses were 12.2356 million yuan, and the gross profit margin was 42.42%.

The stock in the last 90 days, a total of 1 agency rating, overweight rating; Securities Star valuation analysis tool shows that Guangyunda (300227) good company rating is 3.5 stars, good price rating is 3 stars, comprehensive valuation rating is 3 stars. (rating range: 1-5 stars, up to 5 stars)