Log in to the Sina Finance APP and search for [Disclosure] to view more evaluation ratings. On January 28, the company Luzhou Laojiao Co.,Ltd. was asked: The company's products are sold in some EU member states; what is the approximate proportion of this revenue to total operating revenue, and is it direct sales? Luzhou Laojiao Co.,Ltd. responded: The company's overseas revenue accounts for a relatively small proportion. According to the company's "2024 Annual Report," the company's overseas operating revenue in 2024 was approximately 186 million yuan, accounting for 0.60%.
The company Sichuan Hexie Shuangma Co.,Ltd. was asked: Does the company have any products related to innovative drugs? Sichuan Hexie Shuangma Co.,Ltd. responded: The company is involved in the sci-tech innovation fields, including biomedicine, through direct investment and investment incubator platforms, focusing on the incubation of innovative drugs in biomedicine. It has currently concentrated on a batch of innovative drug companies in the early stages with internationally competitive product data across various disease areas such as oncology, autoimmunity, metabolism, and nervous system diseases, promoting the transformation of achievements through a systematic and platform-based incubation model.
The question was asked: Which countries are the main export destinations for the polypeptide raw materials produced by the company? Are they primarily used by manufacturers of weight-loss drugs? What is the export sales value? Sichuan Hexie Shuangma Co.,Ltd. responded: Regarding polypeptide active pharmaceutical ingredients (APIs), its subsidiary Shenzhen Jianyuan has deployed multiple varieties, including semaglutide, liraglutide, and tirzepatide, focusing on major chronic disease areas with deep technological reserves. The company's core API varieties have successfully passed registration and filing in multiple countries including China, the US, Europe, and South Korea, possessing strong global supply capabilities, and it is one of the few leading domestic suppliers with large-scale, high-compliance standard production capacity. Products are exported to international markets such as the US, Brazil, India, and Spain. For specific performance details, please refer to the relevant content in the periodic reports.
The question was asked: Does the company produce over a hundred types of cosmetic peptides? Which major cosmetic brands does it supply? Sichuan Hexie Shuangma Co.,Ltd. responded: In the cosmetic peptide business, Shenzhen Jianyuan produces over a hundred types of cosmetic peptide raw materials and high-value-added compounded liquid cosmetic peptide products. The company has established and maintains stable strategic cooperative relationships with several global leading cosmetic enterprises, with its products applied in their high-end skincare series, strongly supporting customer product innovation and enhancing market competitiveness.
The company Sinoseal Holding Co.,Ltd. was asked: Which of the company's products have been applied in the aerospace industry, and which products are preparing to enter the aerospace industry? Sinoseal Holding Co.,Ltd. responded: The company's high-speed mechanical seals have been applied in the commercial aerospace sector for sealing propellant media in liquid launch vehicle engines. However, the overall market potential shows a significant gap compared to the petrochemical machinery seal market where the company traditionally holds an advantage. Recently, the company has obtained a small number of commercial application orders in the liquid launch vehicle sector, but the revenue generated from this business accounts for a relatively low proportion of the company's overall revenue.
The question was: Has your company made any layout for sealing products/technologies in China's large aircraft industry? Sinoseal Holding Co.,Ltd. responded: The company has been deeply involved in the mechanical seal field for many years with ample technological reserves. However, the company has not yet identified a clear market demand for mechanical seals in the large aircraft sector. The company will continue to monitor this field and will quickly follow up and expand into the market when demand is identified.
The company Sichuan Goldstone Asia Pharmaceutical Inc. was asked: Vacuum coating technology is a key core manufacturing process for space-based photovoltaics. Can the company's vacuum coating products be applied to the manufacturing of space-based photovoltaic equipment? Sichuan Goldstone Asia Pharmaceutical Inc. responded: Currently, the company's vacuum coating equipment has not yet been involved in the field of space-based photovoltaic equipment manufacturing. In the future, the company will continue to deeply explore the possibilities for research, development, and cooperation of vacuum coating technology in other fields.
The company Houpu Clean Energy Group Co.,Ltd. was asked: Does the company have experience with distributed energy projects involving natural gas or hydrogen energy? Houpu Clean Energy Group Co.,Ltd. responded: The company has experience in distributed energy projects in both the natural gas application field and the hydrogen energy application field.
The company Zhiminda was asked: What role do the company's embedded computers play in the field of space computing power and in 6G networks? Zhiminda responded: The company's R&D projects related to space computing power primarily leverage the advantages of space in terms of energy and heat dissipation, developing radiation-hardened high-computing-power platforms based on partners' high-performance AI processors and high-performance CPUs. This technology is currently still in the R&D stage and carries uncertainties; investors are kindly requested to pay attention to the investment risks. The company's products are currently not involved in 6G network business.
The question was: Has the company won any bids for ground equipment for the Satellite Network Constellation (GW Constellation)? Is there further room for improvement in gross and net profit margins? Zhiminda responded: The company has won the bid for the "Broadband Communication Flexible Duplex Terminal Simulator Hardware Project" from Chongqing Satellite Network System Research Institute Co., Ltd. This project is related to supporting facilities for Satellite Network ground stations. Fluctuations in gross and net profit margins are influenced by multiple factors; relevant data please refer to the company's periodic reports. The company will, under the premise of legality and compliance, continue to carry out market value management work, strengthen communication with the secondary market, actively disseminate company value, and help investors understand the company's business and highlights in a timely and in-depth manner.
The company Kexin Electromechanical was asked: Has the isostatic pressing equipment produced by your company been used by solid-state battery manufacturers? Kexin Electromechanical responded: The company's main business is providing various pressure vessel process equipment for project construction in the energy and chemical sectors. Based on its long-term accumulated technological and process advantages, homology, and synergy, the company will closely monitor various development opportunities in the new energy field and promote relevant development strategies at an appropriate time. If any progress items reach the statutory information disclosure standard in the future, the company will strictly perform information disclosure obligations in accordance with relevant regulations.
The question was: Does your company have production capacity for robot lead screws? Kexin Electromechanical responded: The company's current main business still focuses on high-end heavy process equipment for fields such as natural gas chemicals, coal chemicals, petroleum refining, nuclear power, new energy, and new materials. The company has not yet entered the specific segment of precision lead screws for humanoid robots. In the future, the company will closely monitor technological development trends in the high-end intelligent manufacturing field and continuously explore new business growth points based on its own advantages.
The question was asked regarding smart terminal products like Wi-Fi routers and cameras: Is there consideration for expanding overseas? Sichuan Jiuzhou responded: Among the company's smart terminal products, Wi-Fi routers have already been deployed in overseas markets and achieved sales; camera products currently mainly focus on deepening the domestic market. Subsequently, the company will coordinate and promote the overseas market expansion plan for smart terminal products based on market demand and the pace of business development.
The question was: What is the conversion rate of orders related to the low-altitude economy for the company? Why is there no performance increment being realized despite continuous positive news? Compared to companies in the same sector, is the core competitiveness of the company's low-altitude business only at the technical level, indicating a lack of commercial capability? Sichuan Jiuzhou responded: The company's controlling subsidiary, Sichuan Jiuzhou Air Traffic Control Technology Co., Ltd. (hereinafter referred to as Jiuzhou Air Traffic Control), is seizing the development opportunities of the low-altitude economy and actively deploying in low-altitude new infrastructure, low-altitude operations, and services. Jiuzhou Air Traffic Control focuses on standard construction in the low-altitude field, continuously increases R&D investment, accelerates the incubation of diverse scenarios, and consolidates technological and product advantages to ensure core competitiveness; it is also actively striving for orders in low-altitude new infrastructure. Currently, Jiuzhou Air Traffic Control has made substantive progress in low-altitude technology breakthroughs, new product launches, standard layout, and market positioning, having won bids in multiple pilot cities including Dongtai, Jiande, Changchun, Shenzhen, Liangshan, and Mianyang. The performance from related orders will be gradually realized according to the project implementation progress.
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