Group 1 - The company is currently engaging with enterprises in the commercial aerospace sector regarding its testing equipment business, indicating potential applications in this field [1] - The company sees future promotional potential in ground intelligent devices and industrial software within the commercial aerospace and low-altitude economy sectors [1] - Currently, there are no sales revenues generated from the commercial aerospace sector [1]

Core Viewpoint - The company plans to expand its existing aviation onboard products into the low-altitude economy sector, indicating a strategic shift towards new market opportunities [1] Group 1: Product Expansion - The company is focusing on promoting its current aviation onboard products, which include crash-resistant seats, interior fittings, air conditioning systems, testing equipment, and industrial software, to low-altitude economy-related enterprises [1] - The company has initiated technical and business exchanges with relevant low-altitude economy enterprises [1] Group 2: Partnerships and Contracts - The company has signed research and development contracts or cooperation letters of intent with multiple eVTOL (electric Vertical Take-Off and Landing) manufacturers [1]

Core Viewpoint - The company, Andavil (300719.SZ), has received acceptance of its ETSOA certification application from EASA, which will initiate the supplier development work for Airbus and open up international market opportunities [1] Group 1 - The company is planning to support related export products in the defense trade sector [1]

格隆汇2月4日丨安达维尔(300719.SZ)披露投资者关系活动记录表显示，目前EASA已经受理公司ETSOA 取证申请，即将开启空客供应商培育工作，后续将打开国际市场；防务贸易领域，公司规划为相关出口 产品进行配套。 ...

每经头条（nbdtoutiao）——仅老年独居者就数千万，谁能帮他们从容老去？意定监护在国内诞生已14 年，距全面落地还差"最后一公里" （记者 曾健辉） 每经AI快讯，安达维尔发布公告称，2026年2月4日14:00-16:30，安达维尔接受广州金控资本管理有限公 司等投资者调研，公司董事长、总经理赵子安等人参与接待，并回答了投资者提出的问题。 ...

格隆汇2月4日丨安达维尔(300719.SZ)：在投资者关系中表示，有被问到：目前民航领域在推广5G通信 在飞机上的应用，公司有什么相关规划？ 答：公司目前没有5G通信技术，未来也不是公司重点的发展方向。 ...

格隆汇2月4日丨安达维尔(300719.SZ)：在投资者关系中表示，有被问到：目前民航领域在推广5G通信 在飞机上的应用，公司有什么相关规划？ 答：公司目前没有5G通信技术，未来也不是公司重点的发展方向。 ...

Group 1: Company Overview and Strategic Planning - The company introduced its basic situation and future strategic planning during the site visit [2] - The company plans to promote existing aviation products to low-altitude economy-related enterprises and has signed contracts with several eVTOL manufacturers [3] Group 2: Financial Performance and Projections - The company expects a decline in gross margin in 2025 due to changes in product structure, but aims for recovery and stability in 2026 through cost control [3] - The company’s operating cash flow is currently secure, with good receivables from civil aviation business, and is expected to improve in 2026 with the settlement of key defense projects and support from national policies [3] Group 3: Market Expansion and International Plans - The company has applied for ETSOA certification with EASA and plans to start Airbus supplier training, indicating intentions to enter international markets [3] - The company is also planning to support related export products in the defense trade sector [3] Group 4: Risk Management - The company advises investors to make rational decisions and be aware of investment risks, particularly regarding industry forecasts and strategic planning [4]

Group 1 - The aviation equipment sector increased by 1.32% on February 4, with Andavil leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Andavil's stock price rose by 9.82% to 18.68, with a trading volume of 404,600 shares and a transaction value of 761 million [1] Group 2 - The aviation equipment sector experienced a net outflow of 538 million from institutional investors, while retail investors saw a net inflow of 419 million [2] - The top gainers in the aviation equipment sector included Boyun New Materials, which rose by 6.69% to 13.07, and Hangfa Control, which increased by 6.03% to 27.42 [1] - The sector's overall trading volume and transaction values indicate significant activity, with notable stocks like Triangle Defense and AVIC Xi'an Aircraft Industry showing strong performance [1][2]

Group 1 - Hailanxin (300065) benefits from the collaborative development of the capital urban area port cluster and the intelligent upgrade of shipping, leading to strong growth momentum for the company [1][34] - The company specializes in marine electronic information systems and marine engineering equipment, with a leading position in domestic navigation technology [1][34] - The demand for technology support is expected to increase due to the acceleration of intelligent transformation at key ports like Tianjin and Tangshan [1][34] Group 2 - Jingtou Development (600683) focuses on the development of rail transit properties, leveraging the construction of a cross-regional rail transit network to unlock land value along the routes [2][36] - The company has developed a mature "rail + property" model and holds multiple patents in core technologies related to rail property [2][36] - The ongoing construction in key areas like Beijing's sub-center and Xiong'an New Area aligns with the demand for residential and industrial support due to population relocation [2][36] Group 3 - Chengjian Development (600266) is positioned to benefit from the accelerated urban renewal and non-capital function relief, which creates sustained demand for urban development and infrastructure projects [3][37] - The company has extensive experience in old city renovation and affordable housing construction, participating deeply in the quality upgrade projects of core cities [3][37] - The company’s land reserves and project resources in key areas can directly meet the housing and industrial space needs arising from population relocation [3][37] Group 4 - Langfang Development (600149) is strategically positioned in the land development business in the Beijing area, benefiting from the integration of Tongzhou and the North Three Counties [4][38] - The company can leverage local resource advantages to undertake land consolidation and infrastructure construction projects [4][38] - The demand for land development is expected to be rigidly released due to the implementation of cross-regional demonstration policies [4][38] Group 5 - Julisi (002342) sees a surge in demand for engineering equipment and rigging due to large-scale infrastructure projects in the urban area [5][39] - The company specializes in engineering rigging and lifting equipment, widely used in construction scenarios such as bridges and ports [5][39] - The integration of transportation in the Beijing-Tianjin-Hebei region is expected to drive significant growth in the company's product demand [5][39] Group 6 - Huasheng Tiancai (600410) focuses on cloud computing and digital services, capitalizing on the digital infrastructure upgrade and industrial digital transformation in the urban area [6][40] - The company has a comprehensive digital technology system and rich industry service experience [6][40] - The demand for digital services is expected to grow as the region develops smart transportation and digital governance applications [6][40] Group 7 - Jinyu Group (601992) is a leading supplier of building materials in the Beijing-Tianjin-Hebei region, benefiting from the ongoing construction boom and urban renewal [7][41] - The company’s product offerings include cement, concrete, and aggregates, with a strong supply chain advantage [7][41] - The demand for building materials is expected to rise significantly due to large-scale infrastructure and housing projects [7][41] Group 8 - Jidong Equipment (000856) is positioned to benefit from the upgrade of traditional industries and the demand for equipment renewal in the building materials sector [8][42] - The company specializes in cement equipment manufacturing and engineering services, with a strong technical capability [8][42] - The demand for high-end cement equipment and environmental renovation technology is expected to grow as the region pushes for green upgrades [8][42] Group 9 - Fushi Holdings (300071) focuses on brand marketing and public relations, benefiting from the growing demand for brand promotion in the urban area [9][43] - The company has a full-chain marketing service capability and serves clients across multiple industries [9][43] - The demand for customized marketing solutions is expected to rise as many enterprises establish and upgrade their brands [9][43] Group 10 - Huaxia Happiness (600340) specializes in the development and operation of industrial new towns, benefiting from the influx of industries due to non-capital function relief [10][44] - The company has a mature operational model that integrates industrial introduction and urban support [10][44] - The value of industrial new towns is expected to increase as the region enhances transportation and public services [10][44] Group 11 - Hongqiang Co., Ltd. (002809) sees a rigid growth in demand for concrete additives due to large-scale infrastructure projects [11][45] - The company specializes in concrete additives and new building materials, with stable product performance [11][45] - The demand for concrete is expected to rise significantly, driving the growth of the additives market [11][45] Group 12 - Siwei Tuxin (002405) is positioned to benefit from the rapid development of smart transportation and the growth of the connected vehicle and autonomous driving industries [12][46] - The company specializes in navigation maps and connected vehicle services, with leading technology in high-precision mapping [12][46] - The demand for smart transportation solutions is expected to grow as the region promotes intelligent upgrades in transportation systems [12][46] Group 13 - Leike Defense (002413) focuses on radar systems and electronic countermeasures, benefiting from the dual growth in defense and civilian security demands [13][48] - The company has core technologies and intellectual property rights in the defense and civilian security sectors [13][48] - The demand for security solutions is expected to increase as the region enhances its security capabilities [13][48] Group 14 - Aerospace Technology (000901) is involved in the aerospace equipment manufacturing sector, benefiting from the integration of innovation resources and the upgrade of high-end manufacturing [14][49] - The company leverages its aerospace technology advantages to participate in regional aerospace projects [14][49] - The demand for aerospace technology applications is expected to grow as the region develops its aerospace industry [14][49] Group 15 - Keri International (300662) focuses on human resources services, benefiting from the accelerated flow of talent and the growing demand for high-end talent in the urban area [15][50] - The company provides comprehensive human resources services, covering various industries [15][50] - The demand for customized human resources solutions is expected to rise as enterprises upgrade and expand [15][50] Group 16 - Tanshijia (300005) is positioned to benefit from the growth in outdoor leisure demand and the development of ecological tourism resources [16][51] - The company specializes in outdoor apparel and equipment, with a strong brand presence in the outdoor products industry [16][51] - The demand for outdoor products is expected to grow as consumer awareness of outdoor activities increases [16][51] Group 17 - Gangyan Gaona (300034) focuses on high-temperature alloy materials, benefiting from the rapid development of aerospace and new energy sectors [17][52] - The company specializes in the research and production of high-end alloy materials, with leading technology in the field [17][52] - The demand for high-temperature alloys is expected to grow as the region promotes high-end manufacturing upgrades [17][52] Group 18 - Electronic City (600658) focuses on the development and operation of technology parks, benefiting from the demand for innovation resources and the establishment of tech enterprises [18][53] - The company has extensive experience in park operation and enterprise incubation [18][53] - The demand for technology parks is expected to grow as the region promotes innovation and collaboration [18][53] Group 19 - Shangda Co., Ltd. (301522) specializes in the processing of special steel materials, benefiting from the growing demand for high-end materials in traditional industries [19][54] - The company focuses on the deep processing of special steel, with significant advantages in material processing technology [19][54] - The demand for special steel products is expected to rise as the region promotes the upgrade of manufacturing industries [19][54] Group 20 - Jikai Co., Ltd. (002691) focuses on mining equipment and intelligent upgrades, benefiting from the demand for efficient resource development [20][55] - The company specializes in mining machinery and technical services, with a strong service network [20][55] - The demand for intelligent mining equipment is expected to grow as the region promotes equipment renewal [20][55] Group 21 - Xinhua News (603888) focuses on news dissemination and digital content services, benefiting from the growing demand for media and cultural industries [21][56] - The company has authoritative information channels and strong content creation capabilities [21][56] - The demand for customized media solutions is expected to rise as the region promotes cultural integration and digital transformation [21][56]