中航光电：防务业务具有阶段性和周期性波动特征

Core Viewpoint - The company emphasizes the cyclical nature of its defense business and plans to focus on new domains and quality development in response to changing customer demands [1] Group 1 - The defense business exhibits periodic fluctuations, characterized by large orders and deliveries followed by a shift in focus [1] - The company aims to align with end-user needs by providing specialized interconnection solutions [1] - The proactive approach to adapting to demand changes is highlighted as a key strategy moving forward [1]