crashbandicootnsanetrilogydownloadforpc| Ruiming Technology: It accepted institutional research on May 20, and many institutions such as Huaan Fund and Harvest Fund participated
editor 2024-05-21 15:34:23 Nature 23
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Securities Star News, on May 21, 2024, Sharming Technology (002970) announced that the company would accept institutional research on May 20, 2024. Hua an Fund Ning (Jin Kirin analyst) Ke Yu, he Tianshu, Li Xin, Lei Meng Xiong Zhe, Castrol Fund he Mingxiao, Liu Ye and Liu Meiling, PICC assets Li Zhe (Jin Kirin analyst), Tianfeng Securities Li Puyu, Yangtze River Pension Liu Jie participated.
The details are as follows:
Q: how do companies resist risks in the process of globalization?
A: the company operates in more than 100 countries and regions around the world. The company has been making various preparations to deal with geopolitical and trade war risks. For example, the company's factory in Vietnam has been completed and put into production. The goal is to reach sales to major European and American countries by the end of 2024. All products sold to major countries are produced through Vietnamese factories.CrashbandicootnsanetrilogydownloadforpcThe company's three-tier R & D architecture is mature, software and hardware are decoupled and separated to ensureCrashbandicootnsanetrilogydownloadforpcWe can quickly switch between main chip platforms and all kinds of hardware at low cost, and secondly, customers can customize their own intellectual property rights based on our three-level R & D architecture. this ensures that we can quickly provide customers with hardware products, software and algorithms that meet the regulatory requirements of various countries. In addition, in response to the ND Act of the United States, the company has completed the transformation from a single chip to a multi-chip scheme, which can not only meet the requirements of de-Sinicization of the United States, but also meet the requirements of localization of Chinese products. In addition, we have always attached great importance to data security. at present, we have set up local data centers in Europe and the United States to ensure that local data are trained locally on the premise of compliance and law. strictly abide by the laws and regulations of various countries in various regions on data security and privacy security; third, the company will set up R & D centers and global settlement centers overseas to comprehensively deal with technical and global payment settlement risks.
Q: could you tell us about the development of the company in overseas markets? Compared with the domestic market, what are the characteristics of the development of overseas markets?
A: the company has entered the overseas market earlier, and it has been more than ten years since. In the early days, the company focused on general monitoring products in overseas markets, until 2020, when the focus of overseas business began to shift rapidly to more professional industry information products. At present, the overseas business is mainly in the freight, bus, school bus and rental industries, and the business areas are mainly in Europe and the United States. The business in Central Africa, the Middle East and the Asia-Pacific region has also grown rapidly, and the overseas sales network is gradually improving. The layout of the global marketing network is gradually emerging. By the end of the 23rd, there were eight wholly-owned or holding subsidiaries overseas and another eight offices, and the white area business was still in the process of further expansion.
Compared with domestic business, the development of overseas markets not only needs to face challenges such as language and cultural differences, but also needs to deeply understand the requirements of laws and regulations of different countries and regions, and more need to face the challenge of complete market-oriented competition. this makes the expansion of overseas markets more complex and difficult. Although overseas business has difficulties and challenges of one kind or another, overseas also has characteristics different from domestic development, that is, market demand is relatively strong, and it is completely market-oriented behavior, as long as you have good products and good services, coupled with the cost-effective advantage of the company's products, overseas business growth level and growth potential are greater. In the future, the company will continue to increase investment in overseas markets, especially localized investment, and will continue to improve the quality of its products and services, with a view to achieving better performance in overseas markets. At present, the overseas marketing center is already a highly internationalized team, with localized personnel accounting for nearly 40% of the total overseas population, laying a certain foundation for the company's overseas business development.
Q: in the overseas market environment of Sino-US trade frictions and conflicts between Russia and Ukraine, has the company's overseas business been affected? How to expand overseas markets?
A: there is an impact, especially in the past few years, under the influence of global events, the overall development of the company has been slowed down to a certain extent. In 2023 and the first quarter of this year, the company's business began to resume growth. Operating revenue and profits return to the growth track.
On how to expand overseas markets, I think it is very important to serve your customers and strive to improve customer satisfaction. The product quality is stable, the performance is good and the technical content is high, the related data accuracy is high, these indicators are the embodiment of satisfaction. If your product is stable, high-tech, and can solve customers' regulatory problems, it is unlikely that customers will not choose your product, and the right choice is actually a win-win situation. Overseas is a huge market, how to make products well, really solve customers' problems and provide good services, coupled with the cost-effective advantage of Chinese enterprises' products abroad, the stickiness of companies and customers will be enhanced, and business development will certainly develop healthily.
Q: would you please introduce the rapid growth and sustainability of the company's overseas business and its future domestic and overseas business structure planning?
A: from 2020, overseas business has changed from general monitoring products to industry information products, including freight transport, public transport, rental and school buses, with a rapid growth rate but not a large total landing volume. Although Europe and the United States and other regions are the main areas for the company's business growth, there are still white areas that need further business development. coupled with the fact that the company has some sales in Central Africa, the Middle East and the Asia-Pacific region, the business has just begun. It is estimated that there is great potential for development in the future. In addition, from the company's internal market research, the development of freight and other industries is still in its infancy, the industry penetration is still relatively low, the future development potential can not be ignored, such as the company continues to launch such as
EBS, Euro Standard, CMS and other innovative products are sold at sea, and the rapid growth of overseas business is still sustainable.
In 2023, overseas sales accounted for nearly 60% of the company's main business, which rose to nearly 70% in the first quarter of this year. The increase in the proportion of overseas high gross margin products contributed a lot to the company's profits. In the future, the company will further increase overseas localization investment, continue to expand the European Standard, EBS and other products, looking forward to further expand the proportion of overseas sales revenue, in order to obtain a better profit report. In the domestic market, the company will strive to become an industry leader and promote the industry to focus on product value and solve customer pain points. the company will no longer only pursue the expansion of market share, but will pay more attention to the quality and profit contribution of the business. In the future, the company will pay more attention to the development of value-based business and avoid participating in those businesses that can bring increment but low profit contribution. This strategy will help the company improve its overall profitability and achieve sustainable development.
Q: in the past few years, the company's profits are not very good, and the expenses are relatively large. what are the specific areas to be spent?
A: under the influence of the relevant objective conditions in the past few years, the development of the company's business has been limited to a certain extent, and there was a loss for the first time since the company was founded in 2022, but in terms of internal training, we have made a lot of strategic adjustment efforts. The expenses are relatively large, but these expenses are very beneficial to the long-term and healthy development of the company. First, the company made great efforts to reconstruct our three-tier R & D structure. Three years after listing, the R & D expenditure exceeded 7%.CrashbandicootnsanetrilogydownloadforpcAlthough the expenditure is relatively large, it has effectively improved the R & D efficiency, R & D accuracy and rapid delivery ability, which can be proved by the operating data in 2023. In 2023, the company's business began to recover, but R & D expenses were declining compared with the same period last year, and the application effect of R & D efficiency was more obvious; in addition, after the third-tier R & D was landed, the customized development at the top level could be opened to important customers, which improved the stickiness between the company and customers and contributed to the improvement of sales level. Second, ND in the United States
Forced by the bill, the company has changed from the original single-chip scheme to the current multi-chip scheme, which enables the company to better meet the customized requirements of customers and reduce the negative impact of international friction on the company. Third, the layout of the company's supply chain is more in line with the changes of the current international situation. For example, the company has invested in a new overseas manufacturing center in Beining, Vietnam. The intelligent manufacturing center is the company's factory with the highest degree of intelligence, information and modernization. To a certain extent, it can meet the product shipping requirements under the current economic environment at home and abroad. Fourth, the company has increased its investment in overseas markets, such as localized personnel, and actively laid out overseas markets in advance, which has laid a good foundation for overseas development and growth in 2023 and the next few years. The investment in the above aspects makes the development foundation of the company more stable, can better and calmly deal with the changes of the external environment, and lays a more solid foundation for the future development of the company with higher quality.
Sharp Technology (002970) main business: with artificial intelligence and video technology as the core commercial vehicle safety and information solution provider, committed to the use of artificial intelligence, high-definition video and big data and other technological means, vigorously develop traffic safety and industry information products and solutions.
The quarterly report of Ruiming Technology in 2024 shows that the company's main revenue is 5.Crashbandicootnsanetrilogydownloadforpc0.02 billion yuan, up 37.19 percent over the same period last year; net profit returned to the mother was 53.1269 million yuan, up 120.74 percent over the same period last year; deducting 49.3118 million yuan from non-net profit, up 161.19 percent over the same period last year; debt ratio 43.91 percent, investment income-1.4227 million yuan, financial expenses-5.4727 million yuan, gross profit margin 43.54 percent.
The stock has been rated by three agencies and bought by three in the last 90 days.
The following is detailed profit forecast information:
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