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Institutions surveyed more than 300 companies, OPT is the most concerned

time：2023-03-24 00:03:13 source：clevelanddrifters.com author：Education stock

Institutions surveyed more than 300 companies, OPT is the most concerned

Editor's Note In the past 5 trading days, more than 300 listed companies in Shanghai and Shenzhen have been investigated by institutions. In the institutional survey list, a total of 200 companies were surveyed by more than 20 institutions, of which OPTE received the most attention. More than 300 companies have been investigated by institutions. The reporter of "Investment Express" saw from the data of Flush that from August 29 to September 2, about 389 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional survey list, a total of 200 companies have been surveyed by more than 20 institutions. OPT received the most attention, with 497 institutions participating in the survey; CTI, Rongbai Technology, and Gaotest were surveyed by 423, 377, and 361 institutions respectively. The machine vision leader Opt has received the most attention. In the survey minutes, institutions are generally very interested in the progress, advantages and disadvantages of the company's fundraising and investment projects, and the accessibility of cross-industry expansion. Opte responded that the current machine vision manufacturing center project and marketing network center project of Dongguan headquarters have entered the decoration stage, and it is expected to be opened in batches by the end of the year. East China's fundraising projects are planned to be capped this year and put into use next year. As for the advantages and disadvantages, Opte said that the company's advantages are mainly reflected in the ability of non-standard customization, independent research and development capabilities and the accumulation of core technologies, perfect independent product lines, cost advantages and rapid response capabilities; the disadvantages are mainly brand awareness, industry The application scope is not as wide as that of overseas enterprises; the basic application functions of the machine include detection, positioning, measurement, and identification, which are not restricted by the industry, and the downstream applications can cover a wide range. When it comes to the R&D plan in 2022, OPTE will continue to be oriented to the needs of downstream customers, continue to increase R&D investment and enhance its core competitiveness. Focus on the development of cutting-edge visual technologies such as deep learning technology, 3D processing and analysis technology, and hardware acceleration for image processing and analysis, and continue to strengthen the light source and its control technology, lens technology, smart camera technology, and visual processing and analysis software. On August 30, 377 institutions including Huatai Securities conducted research activities on Rongbai Technology. Rongbai Technology is a multinational group company in the high-tech new energy material industry, mainly engaged in the research and development, production and sales of lithium battery cathode materials and their precursors. Rongbai Technology said that the company has always been firmly optimistic about the development direction of high nickel, and has always hoped to make high nickel products to the extreme. In the first half of this year, the development of medium and high voltage ternary products is relatively fast. In the case of medium nickel high voltage has a relative advantage. With the subsequent large-scale mining of nickel, when the price of nickel drops below US$15,000, the price-performance ratio of high-nickel and ultra-high-nickel materials (that is, the cost per watt-hour) will gradually become competitive. In recent years, the company's high-nickel shipments have also been the largest, and the company's ultra-high nickel products will continue to be shipped on a large scale from next year. In recent years, the company's high-nickel shipments have been the largest, and the company's shipments in the third quarter have also started. Among them, the company's shipments in August hit a record high. Throughout the fourth quarter, the company will maintain a relatively high production and sales volume, which will continue to grow compared to the third quarter. The company's medium-nickel high-voltage products have been developed with several domestic mainstream customers, and the progress is relatively smooth. It is planned that by the end of this year or early next year, the company's medium and low nickel and high voltage products will achieve mass production. Institutional research traces: CTI Testing: The company has now fully resumed Research institutions: The recovery of the company's operations in the third quarter? Sectors that may be greatly affected by the epidemic in the second quarter, such as the environment, engineering, and measurement sectors, the demand affected in the second quarter has Will it be extended to the third quarter? CTI Testing: The company has now fully recovered and has entered a normal operating state. In addition to operating income and net profit, it attaches great importance to cash management and accounts receivable management. The environment and measurement operations are in normal condition, the growth has reached the expected target, and the construction and building materials are slower than expected. In addition to traditional projects, photovoltaic power plants and new energy-related projects have been developed to increase the source of income and profit, and add new impetus to the subsequent growth. Research institutions: What are the company's prospects for net profit margins, and what are the measures to improve efficiency? CTI Testing: The company has thoroughly implemented refined management in recent years, and its operational efficiency and gross profit margin have been significantly improved. The company not only achieved steady growth in revenue and profit growth, but also steadily improved the quality of profits. In the future, the company will improve operational efficiency and increase the level of net profit margin through measures such as the implementation of lean culture and strengthening of automation and digitization. On the other hand, the company's product structure is also changing, and the customer structure is gradually optimized. The per capita output value and profit margin of new businesses such as medicine, new energy vehicles and dual carbon are higher than those of traditional businesses. It is expected that future development will become the main driving force of the company. The overall profit margin level and operating quality of the company will also be improved. Research institutions: Expectations and prospects of the company's mergers and acquisitions expansion? CTI: The company's mergers and acquisitions focus on high-quality tracks with great development potential, such as new energy, Internet of Vehicles, autonomous driving, dual carbon, chip semiconductors and other fields. At the same time, it will also pay attention to the regional layout of mature fields such as measurement and food, seize the opportunity to sink into the market, increase the volume and scale of products, and enter the market areas that have not yet entered through mergers and acquisitions. The rhythm control of M&A and endogenous growth are not the same. M&A involves negotiation, competition from competitors and other conditions, and there is greater uncertainty in terms of timing and success or failure. The company is actively promoting mergers and acquisitions, and if there is progress, the company will perform its information disclosure obligations in accordance with regulations. Yiheda: The form of semi-finished product processing is a common practice for companies with processing capabilities. Research institutions: SKU situation and subsequent expansion pace in the first half of this year? The contribution of new SKUs each year? Yiheda: As of the end of June 2022, the company has Successfully developed a product system covering 196 major categories, 2729 subcategories, and more than 1.36 million SKUFA factory automation parts. We believe that SKUs can grow infinitely, but this is not the actual demand of the industry. The company's evaluation standard is not the number of SKUs themselves, Rather, it is an increase in the proportion that companies can use on the customer BOM. The current ratio is about 6%-7.5%, it was about 6% last year, and there is some growth this year. The company hopes to increase this ratio through the expansion of non-standard parts, standard non-core parts, and core standard parts. Due to the rapid iteration of products, the number of SKUs is a dynamic process, some are eliminated and some are added, and the objects are changing. At present, the revenue contribution brought by the newly added SKUs has not been counted. Research agency: Does the company have a semi-finished product management model? Yiheda: According to the characteristics of small batches, high frequency and diversification of FA factory automation parts orders, customer orders are characterized by small batches and short delivery cycles, and even emergencies occur Sexual or temporary orders. In order to ensure that the customer's needs are met in the delivery cycle, the company will maintain a certain amount of inventory in the variety and quantity of semi-products and inventory commodities to meet the needs of fast delivery and maintain the company's core competitiveness. The company mainly reserves the machined hardware parts such as synchronous wheels, bearings, couplings, etc. with standard specifications and strong market versatility in advance as semi-finished products in the warehouse. After the customer places an order, it can be packaged and shipped after simple additional processing. Shorten lead times. The form of semi-finished product processing is a routine practice and a method adopted by companies with processing capabilities, which can effectively balance long-tail demand and improve responsiveness while relieving inventory pressure. Listed companies surveyed by more than 100 institutions in the past week

(Responsible editor：Garbage)

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