Xin Lang Cai Jing·2025-09-03 16:07Core Insights - The company held a roadshow on September 3, 2025, with participation from seven institutions, including Tianfeng Securities and Morgan Stanley [1] Group 1: Company Overview - The company has a diversified customer base covering key sectors such as aviation, aerospace, and shipbuilding, which reduces reliance on single customers and aligns with industry consolidation trends [1] - The company is optimizing its capacity layout in key regions and extending its composite materials business, enhancing delivery capabilities for unmanned aerial vehicles (UAVs) and improving profit margins [1] Group 2: Strategic Initiatives - The company is actively integrating into the domestic large aircraft industry chain, optimizing capacity and enhancing service capabilities in civil aviation manufacturing [1] - Collaborations with universities like Harbin Engineering University and Harbin Institute of Technology are accelerating the transformation of cutting-edge technologies into practical applications [1] Group 3: Business Development - The company is focusing on the research and development of large fixed-wing UAVs, with expectations for growth as market demand increases and low-altitude economic policies are implemented [1] - The company aims to develop a comprehensive "sea-land-air-space" equipment system, enhancing UAV design and manufacturing capabilities while exploring innovations in unmanned marine vehicles [1]