Main points of investment
1. The termination of major asset restructuring is a risk consideration and will not affect the operation and development of the company.
The main business of this major asset restructuring company is the R & D, production and sales of ternary lithium-ion batteries. After signing the letter of intent for cooperation, the company carefully considered the reorganization plan. After comprehensively considering the operating conditions of the underlying company, the acquisition cost and investment risk of the company, the company believes that if it continues to push forward this restructuring, it will face many uncertain factors. In order to effectively protect the interests of all shareholders and the company of the listed company, after careful study, the company decided to stop planning this major asset restructuring. The termination of the company's planning for this major asset restructuring will not affect the company's production, operation and shareholders' rights and interests, nor will it affect the company's long-term development.
two。 The company's strategy will not change and will continue to seek opportunities for extension development.
The company's planning for this major asset restructuring is intended to further consolidate the company's strategic layout in emerging industries such as automotive core parts and intelligent consumer electronics, enhance the company's sustainable profitability and overall value, and extend the company's industrial chain. to create a new profit growth point is for the company to gradually improve the industrial layout of the four major areas of optical technology application, intelligent consumer electronics, intelligent high-end manufacturing and automobile core parts. The direct embodiment of the development strategy of "improving the company's comprehensive competitiveness". The termination of this restructuring will not affect the company's strategy, and the company will continue to actively seek extension development opportunities through the capital market in the future.
3. Persist in looking forward to the company's charging pile & UAV two-wheel drive, the performance is worth looking forward to.
The charging pile independently developed by Fushun Optoelectronics, a subsidiary of the company, has received a large order within 3 months, with a total amount of 315 million yuan, and the speed of business expansion is eye-catching. Most of Fushun Optoelectronic customer groups have charging pile operation capacity, and continue to develop new customer resources in the field of new energy vehicles, the company's charging pile business is expected to usher in the most exciting part of the order.
At present, Manta Intelligent S6 UAV has achieved mass production and is being shipped in bulk, and its production capacity and sales are expected to further increase in the future. with the gradual expansion of the company's UAV business, the company's future performance is very much to look forward to.
4. Profit forecast
It is estimated that the company will achieve a net profit of 73 million, 121 million and 168 million in 16-18 years, corresponding to EPS 0.20,0.33,0.46 yuan, and PE 76X, 46XMagne 33X, maintaining a highly recommended rating.
5. Risk hint
The new business expansion is not as expected.