**Star News, on December 1, 2023, Guandian Defense (688287) announced that the company will hold a performance briefing on November 30, 2023.
The details are as follows:
Q: At present, your company's operating team and annual revenue is not yet large, there is still room for expansion and in-depth development, but also the expectations of shareholders, please have any new measures to expand or expand revenue, to achieve the rapid development of the company, I hope that your company under the leadership of Mr. Gao to achieve the goal of 100 billion market value will become a reality as soon as possible!
A: Dear investors, thank you very much for your attention and support to the company!The company attaches great importance to upstream and downstream business development opportunities, and related work is continuing to follow up. According to business needs, market conditions and other factors, the company will actively track and grasp the investment and business development opportunities of horizontal and vertical segments. The company will continue to uphold the concept of promoting the sustainable development of the company's market value and intrinsic value with good performance, and repay the society and investors with achievements. In the future, if the company has information that should be disclosed, it will fulfill its information disclosure obligations in a timely manner in strict accordance with the provisions of relevant laws and regulations. Thank you again for your interest and support to the company.
Q: This year, the company has increased R&D investment, can you share the main directions?
Answer: Dear investors, the company attaches great importance to research and development, and constantly increases the research and development of new products and technologies in the field of unmanned aerial vehicles and intelligent defense equipment, continues to enrich the product line, expand new areas of technology research, the company's research projects are progressing smoothly, the specific situation can be seen in the company's disclosure of regular reports. Thank you for your interest and support to the company.
Q: Does your company have a fixed increase plan to increase R&D investment?
A: Dear investors, the company attaches great importance to research and development, continuously increases investment in research and development of new products and technologies, continues to enrich product lines, and expands technology research in new fields. The company's R&D investment in the first three quarters increased by 35% year-on-year22%。The company will comprehensively consider fundraising arrangements such as convertible bonds and private placements according to business needs and market conditions. In the future, if the company has information that should be disclosed, it will fulfill its information disclosure obligations in a timely manner in strict accordance with the provisions of relevant laws and regulations. Thank you for your interest and support to the company.
Q: Hello chairman, what is the current sales situation of wasp riot makers?If the profit is formed, can it be reflected in the fourth quarter?
Answer: Dear investors, up to now, the company's Wasp T800 multi-scene intelligent riot control device has been successively delivered to customers in some provinces and cities. With the orderly progress of follow-up delivery and acceptance, law enforcement equipment represented by multi-scene intelligent riot control devices is expected to become a new benefit growth point for the company. Thank you for your interest and support to the company.
Q: Do your drones be exported abroad?
Answer: Dear investors, the company's products and services are mainly oriented to the domestic market, and the company is actively deploying related products including "multi-scene intelligent riot suppressors" to expand to foreign markets. Thank you for your interest and support to the company.
Q: How is the new order for the Wasp T800 multi-scene intelligent riot suppressor progressing?
Answer: Dear investors, up to now, the company's Wasp T800 multi-scene intelligent riot control device has been successively delivered to customers in some provinces and cities. With the orderly progress of follow-up delivery and acceptance, law enforcement equipment represented by multi-scene intelligent riot control devices is expected to become a new benefit growth point for the company. Thank you for your interest and support to the company.
Q: How about your company expanding its military business?In the 14th Five-Year Plan for the Medium Term Adjustment, how is the company's business development?Did you get a R&D project?
Answer: Dear investors, in the military industry, the company gives full play to the advantages of strong scientific research strength, sophisticated technology level and rich operation experience, and the projects undertaken are progressing smoothly, and the transformation of achievements in the development of advanced composite materials and sub-system supporting has gradually expanded. The company will seize the opportunity of the current medium-term business system adjustment of various military industrial groups, actively strive to establish a new supporting relationship, and gradually realize the export of the company's design and manufacturing capabilities in the form of multi-type unmanned aerial equipment research and trial production. If there is any information that should be disclosed, the company will fulfill the information disclosure obligation in a timely manner in strict accordance with the provisions of relevant laws and regulations. Thank you for your interest and support to the company.
Q: Dear Chairman: Hello!Why did the revenue and profit decline in the third quarter, and what caused it?Your company's riot control equipment is currently delivered in various places, but its performance has declined, can you explain the reason?Has your company's performance improved in the fourth quarter, and can it return the majority of investors with excellent results?
Answer: Dear investors, in the third quarter of 2023, the company's operating income and net profit have declined, mainly due to the impact of the macroeconomic environment and the medium-term adjustment of related industries, and the delay in the acceptance and confirmation of some projects. The company's Wasp T800 multi-scene intelligent riot control device has successively delivered products to customers in some provinces and cities, but because the delivery and acceptance work in some areas has not been completed, the proportion of revenue of this product in the third quarter is not high. With the orderly progress of follow-up delivery and acceptance, the company's law enforcement equipment represented by multi-scene intelligent riot control devices is expected to become a new benefit growth point for the company. At present, the company is operating well, and the orders in hand are sufficient. Regarding the results of the fourth quarter and the whole year, please pay attention to the company's subsequent disclosure of regular reports, and the company will fulfill its information disclosure obligations in accordance with the requirements of relevant laws and regulations. Thank you for your interest and support to the company.
Q: What is the current gross profit margin of the non-lethal ** business?Can the business break even at the moment?
Answer: Dear investors, the Wasp T800 multi-scene intelligent riot control device is a high-margin product with broad market prospects launched by the company according to market demand. The product has been widely recognized, and up to now, the company has successively delivered products to customers in some provinces and cities. With the orderly progress of follow-up delivery and acceptance, law enforcement equipment represented by multi-scene intelligent riot control devices is expected to become a new benefit growth point for the company. Thank you for your interest and support to the company.
Q: Please how is the delivery progress of the non-fatal ** order?For example, the company won the bid a few days ago for the Qingdao City Arrester and Tactical Belt Project, can it be delivered this year?
Answer: Dear investors, Wasp T800 set visual interference, sensory stimulation, physical ** and electric shock subduing and other functions in one, according to the needs of law enforcement can be selected with tear gas, restraint bombs, electric shock bombs and other different bullet types, can also choose different coating and on-site video and audio acquisition transmission functions, so for the different needs of different customers, the delivery cycle will be different. At present, the delivery capacity of this product can meet the needs of existing customers. Thank you for your interest and support to the company.
Q: Is the company's current sales of multi-functional riot control equipment entrusted to a third party for bidding, or is the company actively participating in the bidding of projects in various places?At present, the company occasionally wins the bid sporadically in the multi-functional riot control business, such as the Chengdu project in September, the Nima County project in early November, and the Qingdao project a few days ago, but the overall feeling is that the project is not large. Please the chairman of the board of directors to predict when the domestic large-scale application and demand is expected to arrive?After the company's vigorous promotion this year, will the demand in various places go to a higher level next year?
Answer: Dear investors, Wasp T800 multi-scene intelligent riot control device is the company's market demand focus on the launch of high gross profit products with broad market prospects, in the combination of "direct sales + distribution" to promote, dealers can independently participate in bidding projects around the country, such as Lhasa, etc. At present, the product has been widely recognized by the market, and the company has successively delivered products to customers in some provinces and cities. With the orderly progress of follow-up delivery and acceptance, law enforcement equipment represented by multi-scene intelligent riot control devices is expected to become a new benefit growth point for the company. Thank you for your interest and support to the company.
Q: I have communicated with the company's ** department, and the company said that due to the overall economic environment this year, some of the revenue in the third quarter has been delayed. Is there still a delay in revenue recognition in Q4 at this time?There is still a month left until the end of this year, how is this year's performance expected to compare to the previous year?
A: Dear investors, the company is currently operating well and has sufficient orders in hand. For the specific revenue of the fourth quarter and the annual performance, please pay attention to the company's subsequent periodic reports, and the company will fulfill its information disclosure obligations in a timely manner in strict accordance with the requirements of relevant laws and regulations. Thank you for your interest and support to the company.
Q: How much impact will the restriction on military procurement affect the company's business, and will it have an impact on the delivery of the company's research projects?Will it affect the company's 70kg drone project?What is the current status of the project?
Answer: Dear investors, the company is actively communicating with the relevant departments in accordance with the prescribed procedures for the relevant matters you mentioned. Since the company is directly involved in military procurement projects and mostly participates as a supporting enterprise, the actual impact of this matter on the company is small. This matter does not affect the Company's indirect provision of relevant products and services as a supporting party. The company's main products can still participate in the bidding and bidding of major military industrial group projects and participate in sales as supporting products. At present, the company has sufficient orders and normal operation, and at the same time, the company adheres to the diversified development layout and has achieved certain results. This matter has no direct impact on the company's research projects. The 70-kilogram UAV developed by the company has entered the finalization stage in accordance with the first-class standard quality management system. At present, there are intended orders for this model, but the acceptance has not yet been completed due to the medium-term adjustment of the relevant industry. Thank you for your interest and support to the company.
Q: What is the current progress of the company's fundraising project?
Answer: Dear investors, the construction of the company's fundraising project is progressing smoothly, and some projects have been completed. With the successive commissioning of the project, the company's R&D and production capacity have been improved, and related product sales have been realized, and the company's revenue growth has a solid foundation. Thank you for your interest and support to the company.
Guandian Defense (688287) main business: UAV flight services and data processing, R&D, production and sales of UAV systems and intelligent defense equipment.
Guandian Defense's third quarter report in 2023 shows that the company's main revenue is 21.1 billion yuan, down 324%；Net profit attributable to the parent company was 7347410,000 yuan, a year-on-year decrease of 489%；deducted non-net profit of 689660,000 yuan, a year-on-year decrease of 731%；In the third quarter of 2023, the company's single-quarter main revenue was 4449630,000 yuan, a year-on-year decrease of 2986%；The net profit attributable to the parent company in a single quarter was 1123810,000 yuan, a year-on-year decrease of 2611%；The non-net profit deducted in a single quarter was 1122960,000 yuan, a year-on-year decrease of 257%；Debt ratio 369% with an investment income of 0240,000 yuan, financial expenses - 32450,000 yuan, gross profit margin of 5686%。
A total of 2 institutions have rated the stock in the last 90 days,** 2 ratings.
Here's the detailed profit** information:
Margin data shows that the stock has a net financing outflow of 962 in the past three months490,000, the financing balance decreased;Net inflows of securities lending and borrowing were 23040,000, the balance of securities lending increased.
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