给大家做一下公司基本情况的一个介绍和更新然后再看各位投资人有感兴趣的问题我们一起交友我们公司是一个比较传统的非医疗自动化设备公司零年成立到现在已经有二十三年的时间在这个过程中其实我们是从硬盘行业起家然后零七零八年开始接触新能源和移动终端的这些品牌客户并且跟随着这些客户一路走过来目前为止移动终端我们向北美的 A客户谷歌和NATA国内的华为OPPO VIVO联想等品牌公司都是我们的客户新能源的话我们是从07年开始跟Z家合作过程中主要是给他们提供各类的这种最高装配设备那从20年开始我们也陆续做到其他的动力电池的国内的装机客户在消费电池这块我们也是一直和ATL在合作 经济零部件是我们的三大战略业务之一它的产品其实是零部件非标准零部件它不是一个设备业务那这块业务的特征它是抗周期能力非常好那么我们下游也是非常优质的这种经济度要求比较高的这种行业的客户比如说订盘、医疗、汽车电子、半导体 消费电子等等这些行业那这块的话我们也是希望未来能把它做得更大一点目前来看呢就这几年以来移动中心已经进入一个比较平稳的一个增长状态每年是8-10个亿的规模新能源的话我们从最早的每年就是3-4个亿的规模到2020年开始主动投入 到去年的十几个亿 ...

Summary of Conference Call Company and Industry Involved - The conference call involved **Sikruy**, a company focused on satellite production and testing services within the aerospace industry. Key Points and Arguments 1. **Revenue Performance**: The company reported a total revenue of **99.25 million** for the first three quarters, with **43.66 million** in the third quarter, indicating a strong performance in a competitive market [1][1][1] 2. **R&D Investment**: The company is committed to increasing its R&D investments and has made significant progress in establishing testing bases in Chengdu, Wuxi, and Xi'an [1][1][1] 3. **Strategic Partnerships**: The company has signed strategic cooperation agreements with various institutions, including the **University of Electronic Science and Technology** and the **Chengdu Mingshan Electromagnetic Environment Application Technology Research Institute**, to enhance technological development [2][2][2] 4. **Production Capacity Plans**: The company plans to produce **600 satellites** by **2026**, with potential capacity increasing to **1,500 to 2,000 satellites** in the future [3][3][3] 5. **Testing Value**: The current testing value per satellite is estimated to be around **1 million**, with expectations for future models to maintain or increase this value based on new standards [4][4][4] 6. **Production Timeline**: The timeline for the production of satellites has been slightly delayed, with the first satellite expected to roll off the production line in **September 2024** instead of the originally planned **May 2024** [9][9][9] 7. **Market Demand**: The company anticipates that **60% to 80%** of future production capacity will be based in Hainan, indicating a significant market opportunity [22][22][22] 8. **Traditional Military Business**: The company is seeing some recovery in traditional military projects, with ongoing orders for drones and aircraft components [11][11][11] 9. **Future Growth**: The company expects substantial growth in the coming years, particularly in the domestic market, driven by increased demand for localized products [26][26][26] 10. **Management Changes**: The company announced a change in management, with a new CEO taking over due to health reasons of the previous CEO [31][31][31] Other Important but Possibly Overlooked Content 1. **Testing Methodology**: The company operates as an independent third-party testing agency, which is crucial for ensuring the quality and reliability of satellite production [14][14][14] 2. **Impact of Weather on Production**: Recent weather events, such as typhoons, have delayed satellite launches, pushing back the overall production schedule [33][33][33] 3. **Collaboration with Other Companies**: The company is open to future collaborations with other testing agencies as the industry grows, indicating a flexible approach to partnerships [19][19][19] 4. **Investment in Infrastructure**: The company is investing in infrastructure to support its growing production capabilities, including plans for a second phase of the super factory [17][17][17] 5. **Focus on Low-Altitude Internet Satellites**: The company is exploring opportunities in the low-altitude internet satellite market, although this segment is still developing [24][24][24] This summary captures the essential insights from the conference call, highlighting the company's strategic direction, financial performance, and industry positioning.

各位投资者大家好我是方证军工刘明阳今天我们联合东北证券一起邀请到了Square的董毅吴总跟大家进行一个交流近期的话我们也是重点推荐商业航天方向帝国卫星方向 那斯科瑞在近期的股价表现也是名列鲜薄啊那大家也是比较关心公司一些经营的情况以及未来在这个文章和年程这边的一个布局和发展啊那我们今天就呃有请这个吴总啊先跟我们把公司简单的一些情况吧啊这个跟投资者去分享一下啊有请吴总好的谢谢您谢谢明阳啊 今天的各位投资者大家下午好感谢大家参加今天的投资者交流会我是斯科瑞的董事会秘书吴长炼感谢各位一直对公司的支持和信任前三季度呢公司的营业收入是9925.25万其中这第三季度营业收入呢是4365.91万 会上呢主要围绕百建千新的计划如何将传统的航天检测模式和现代工业流水线检测模式相结合在保质保量基础上能以低成本的方式打造多功能智能化数字化的测试平台来实现元器件模块系统小整机轻量检测的高质量发展共建共同建立行业标准 来为卫星超级工厂打造一件一一站式可发性检测技术服务会上的我们与电子科技大学智能研究院签订了联合实验室跟成都明山电池环境应用技术研究院也就是那个就是我们国家电池金融第一人苏东明院士团队 和那个签订了那个战略合作协议还有成都 ...

2024年7月 经理商用车市场预测研究报告 KERUICONSULTING（2024年7月商用车 ✪ 科瑞卓信(北京)咨询有限公司 2024.7 CONTENTS 01 / 行业洞察 02/ 产品分析 03/ 销量预测 • 宁德时代正式发布商用动力电池品牌 "宁德时代天行" • 橙仕三款终端新品上市 • 城市物流车动力结构 轻卡物流车动力分析 • 小卡物流车动力分析 • 微卡物流车动力分析 • 中面物流车动力分析 :::: 小面物流车动力分析 • 城市物流车动力未来趋势 • 上半年经济运行总体平稳 • 2024轻型商用车市场销量预测 部分 第 行业洞察 Part 01 ● 宁德时代正式发布商用动力电池品牌 "宁德时代天行" ● 橙仕三款终端新品上市 • 宁德时代正式发布商用动力电池品牌 "宁德时代天行" R 科瑞咨询 | KERUI CONSULTING /XICANCING EPIL(左列 等产品中。 40/557 1265 1265 1460% 863:077 內士，1998. 1999 l complet e some 物流领域 新能源商用车 Blue And Examples Wr/ko 140万+0 ...