Kejie Intelligence was investigated by an organization： at present, the delivery cycle of the company’s orders in hand is basically around 9-12 months, and the specific delivery cycle may be different
Kejie Intelligence released the record of investor relations activities on December 27th. On December 27th, 2024, the company was investigated by an institution of other types. The main contents of investor relations activities are introduced:
Q: What is the difference between the business done by the company and the business done by friends?
A: Based on its own core technologies and products, the company is a rare solution provider covering three business areas: intelligent logistics, intelligent warehousing and intelligent factory, and can provide customers with an overall solution that runs through the whole scene in the industrial and circulation fields. Compared with friends, the company’s product chain is wider, covering from circulation logistics to production logistics, new energy business and other fields; And the business coverage is wide, which enables the company to maintain stable performance in the changing needs of different industries. The company will continue to pay attention to market dynamics, adjust its strategy to adapt to market changes, and strive to enhance its competitiveness and performance.
Q: What are the reasons for the company’s new energy business in recent years?
A: In terms of business development, from 2020 to 2021, the intelligent logistics industry is at the peak of development, and the business volume is increasing. In order to ensure the quality of product delivery, the company concentrates its superior strength on serving the intelligent logistics business sector, achieving stable, efficient and high-quality project delivery, which has created a good reputation and brand foundation for the company to expand the new energy industry. From the technical level, the new energy business, intelligent logistics business and intelligent factory business have common key technologies, equipment and talents to a certain extent. The company has a large number of engineers in the fields of machinery, electricity, software, AI vision, intelligent algorithms and embedded systems, which can realize rapid conversion in the new energy business. Since 2020, the company has begun to expand the new energy industry. In order to seize the development opportunity of the new energy industry and better provide quality services to customers, the company concentrated its superior resources and established the new energy business department in 2022. At present, it has established cooperative relations with many customers in the lithium-ion new energy, lithium-ion materials and photovoltaic industries.
Q: What are the main customers of the company in various sectors at present?
A: The customers of the company’s intelligent logistics sector are mainly concentrated in the express logistics and e-commerce new retail industries. The major domestic customers who cooperate with the company all the year round are mainly SF Express and JD.COM. The company has also expanded overseas customers such as Shopee, Coupang, Delhivery, Flipkart and Trendyol. The downstream customers of the company’s intelligent manufacturing system are mainly tires, auto parts, food cold chain, household, lithium battery materials, chemical fiber and other fields. In recent years, the performance of the tire industry is particularly outstanding. Based on the company’s good reputation and execution ability in the tire industry, on the basis of (), the company expanded new customers including Haohua Tire. In the field of new energy, the company has expanded customers such as Tianneng Battery Group Co., Ltd., Guangzhou Juwan Technology Research Co., Ltd. and Jiangsu Haisida Power Supply Co., Ltd.
Q: What is the lead time of the company’s orders in hand?
A: At present, the delivery cycle of the company’s orders in hand is basically around 9-12 months. The specific delivery cycle may be different due to the complexity, scale, customer demand and other practical factors of the project. The company has been committed to optimizing the project management process to ensure the efficient delivery of orders.
Q: What is the transaction between the company and SF?
A: As an important shareholder holding 11.14% of the company’s shares, Shenzhen Shunfeng Investment Co., Ltd. always follows normal commercial terms, aiming at achieving win-win cooperation between the two parties and ensuring the fairness and market competitiveness of the transaction price.
Q: Does the company have any measures to increase the gross profit margin?
A: With the gradual implementation of the state’s favorable policies in the fields of intelligent logistics, intelligent manufacturing and overseas logistics, the demand in related fields will be gradually released, and the company still has a large market space in the future. The company will continue to adhere to the coordinated development of intelligent logistics, intelligent manufacturing and new energy business, focus on key customers in key industries and vigorously explore the market. At the same time, we will continue to reduce costs and increase efficiency in all business links around strengthening cost and expense control, optimizing supply chain network, accelerating digital capacity building, continuously promoting product standardization and modularization, and improving operational efficiency. In addition, the company is carrying out the construction of "Intelligent Logistics and Intelligent Manufacturing System Product Expansion Project" and "Headquarters and R&D Center Construction Project" to build a digital factory, build a digital product and technology platform, build a smart factory benchmark in the industry, gradually promote the self-production of some core components, optimize the supply chain network, reduce product production costs, improve product quality and production efficiency, and improve profitability. The company will continue to strive to enhance its competitiveness and market position, and achieve steady growth in performance by optimizing products and services, expanding markets and improving operational efficiency.
Q: The company’s industry position and competitiveness in overseas markets.
A: In 2018, the company determined the medium-and long-term development strategy for international development, set up a special overseas business team and began to lay out overseas business. It is one of the enterprises with an early overseas business layout in the same industry. The company’s overseas business team has long been rooted in overseas domestic markets and actively sought market opportunities. Its business has covered East Asia, South Asia, Southeast Asia, Europe and other regions, and has delivered large-scale projects in Korea, India, Thailand, Cambodia, Vietnam, Turkey, Israel, Germany, France, the Netherlands and other countries. With professional and efficient solution capabilities and overseas large-scale project delivery capabilities, it has won overseas customers Coupang, Delhivery and Flipkart.
Q: What is the company’s configuration in terms of overseas business expansion?
A: At present, overseas local customers are served by overseas branches. At present, the company has subsidiaries in South Korea and Hong Kong, and will set up a subsidiary in Singapore later. The subsidiaries in Singapore and Hong Kong will be used as investment platforms for future overseas businesses and branches, actively expanding the surrounding international markets, expanding the scale of international business and enhancing brand competitiveness.
Q: Does the company have any plans to invest in mergers and acquisitions at present?
A: The company has been paying attention to M&A opportunities since it went public. At present, the company pays more attention to the strengthening and upgrading of internal operations, including the digital upgrading of key business systems such as office automation (OA), enterprise resource planning (ERP) and engineering design software. These measures are aimed at improving the company’s operational efficiency and management level. With the advancement of these internal optimization work, it will help the company to better evaluate and absorb potential M&A targets in the future. At this stage, the company has no M&A plan. If there are any related M&A matters in the future, the company will disclose information in strict accordance with relevant laws and regulations and the relevant provisions of the Exchange. Please refer to the information disclosed by the company in the statutory disclosure media.
Q: Does the company have a plan for market value management?
A: The company attaches great importance to the work related to market value management and is committed to enhancing the company’s core competitiveness and profitability, so as to enhance its value creation ability and gain recognition from the capital market. In the future, the company will adhere to steady operation and continuous innovation, comply with regulatory requirements, optimize corporate governance structure, focus on production and operation, continuously improve performance and strength, create greater value for shareholders, and repay investors’ trust and support;
Details of participating institutions are as follows:
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