Core Insights - The company, AVIC Fushida Technology Co., Ltd., is leading the self-innovation in the RF interconnect field and is focusing on upgrading from core technology breakthroughs to system-level solutions [1] - The company aims to build a comprehensive capability from "components-components-systems" to seize opportunities in emerging sectors such as commercial aerospace, low-altitude economy, and intelligent connected vehicles [1] Financial Performance - In the first half of the year, the company achieved operating revenue of 408 million yuan and a net profit of 37.18 million yuan, representing year-on-year growth of 7.86% and 10.5% respectively [2] - The sales revenue of the core product, RF coaxial connectors, increased by 24.41% year-on-year in the first half of the year [2] - The company’s core business orders have significantly increased, leading to high capacity utilization and a positive growth outlook for subsequent quarters [2] Strategic Initiatives - The company has made strategic advancements in emerging fields such as commercial aerospace, high-end industrial equipment, precision instruments, low-altitude economy, quantum computing, and medical sectors [2] - Collaborations with leading domestic clients in high-end equipment and precision instruments have resulted in successful product certifications and supply [2] - The company has established partnerships in the medical field with an international medical giant and has begun small-scale supply [2] Operational Efficiency - The company is enhancing profitability through a "cost efficiency project" aimed at optimizing production processes and reducing costs [3] - This internal management improvement supports the company's growth beyond market benefits and strengthens its market competitiveness [3] Future Growth Areas - The company is optimistic about the HTCC (High-Temperature Co-fired Ceramic) business, expecting a market demand exceeding 100 million yuan by 2025, focusing on high-end equipment and aerospace applications [4] - The commercial satellite sector is another strategic focus, with the company collaborating on mainstream commercial satellite projects and providing comprehensive product support [4] International Market Expansion - The overseas market has become a significant contributor to the company's growth, with strong performance in RF coaxial connectors and cable components [5] - The company plans to deepen cooperation with leading clients in the communication sector and actively explore overseas markets through international exhibitions and local service systems [6] R&D and Innovation - The company emphasizes sustained R&D investment as a cornerstone for building core competitiveness in the RF interconnect field [7] - Future R&D efforts will focus on high-frequency, integrated, and systemized solutions, enhancing capabilities in RF connectors, high-performance cables, advanced ceramics, and RF links [7] - The company aims to achieve digital transformation in production through equipment upgrades and data integration [7]
多领域布局驱动业绩增长 技术突破铸就发展新引擎
Zhong Guo Zheng Quan Bao·2025-10-19 22:25