Core Viewpoint - The company anticipates a positive overall business performance in 2025, driven by collaborative progress across various business segments [2] Group 1: Defense Sector - The defense sector is experiencing a recovery growth trend, with a steady increase in order volume [2] - Revenue from related products is gradually being released, providing strong support for overall performance [2] Group 2: Commercial Aerospace - The commercial aerospace business is advancing rapidly, further solidifying steady development in the aerospace field [2] Group 3: Civil Communication - In the civil communication sector, emerging business areas such as high-end industrial equipment and precision measurement instruments are accelerating expansion [2] - These new business areas are injecting strong new momentum for growth [2] Group 4: Overall Business Stability - The company maintains a stable order backlog, with a high capacity utilization rate [2] - This foundation supports the company's robust and sustainable development [2]

Core Insights - The company has been investing in quantum-related technology for over ten years and has successfully developed products applicable to superconducting quantum computers, making it one of the early adopters in China [2] Company Overview - The core product of the company's quantum business is low-temperature superconducting radio frequency cables, along with related connection components and low-temperature microwave devices [2] - These products are designed for stable signal transmission, control, and monitoring in extremely low-temperature environments [2] Technological Advancements - The company has achieved key technological breakthroughs, with certain core performance indicators showing competitive advantages [2] - The overall business is still in the early stages of industrialization [2] Market Application - The company's products have been utilized in superconducting quantum computer projects at domestic research institutions and related enterprises, primarily supplying in small batches [2] - A certain scale of operating revenue has been established from these applications [2]

Core Viewpoint - The company is shifting its strategic focus towards providing complete RF interconnection solutions in response to the increasing demand for system-level integration in emerging fields such as commercial aerospace, intelligent connected vehicles, computing power, and quantum computing [2] Group 1: Product Offerings - The company's main products include RF coaxial connectors, RF cable assemblies, RF cables, advanced ceramics, and RF links [2] - The company has completed technical reserves for related products such as special antennas and active/passive microwave devices [2] Group 2: Market Trends - There is a growing trend among customers to prefer suppliers that can offer comprehensive solutions rather than single components due to the complexity of RF connection needs [2] - The strategic shift towards RF links is aimed at enhancing the company's competitive edge and aligning with industry technological developments and market demands [2] Group 3: Strategic Direction - The company aims to elevate its position in the value chain by transitioning from a component supplier to a provider of system-level RF interconnection solutions [2]

一、 投资者关系活动类别 √特定对象调研 证券代码：920640 证券简称：富士达 公告编号：2026-007 中航富士达科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 二、 投资者关系活动情况 活动时间：2026 年 1 月 13 日至 2026 年 1 月 14 日 活动地点：中航富士达科技股份有限公司五楼会议室、线上会议（共计三场） 参会单位及人员：方正证券、浙商证券、兴业证券、东北证券、银河证券、 天弘基金、同泰基金、滦海资本、遵道资产、工银安盛 上市公司接待人员：董事、总经理付景超先生；副总经理、董事会秘书、财 务负责人朱克元先生；证券事务代表聂晗女士。 三、 投资者关系活动主要内容 问题 1：公司在商业航天领域的竞争优势体现在哪些方面？ □业绩说明会 □媒体采访 √现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 回答：公司在航天领域深耕多年，已形成从研发设计、生产制造到试验验 证的完整能力体系，并与多家航天科研院所保持长期稳定合作，具备较高的 ...

Core Viewpoint - The communication equipment sector experienced a mixed performance, with a slight overall increase of 0.88% on January 15, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index rose by 0.41% [1]. Group 1: Stock Performance - Shenyu Co., Ltd. led the gains in the communication equipment sector with a closing price of 42.62, reflecting a rise of 10.39% and a trading volume of 396,000 shares, amounting to a transaction value of 1.671 billion [1]. - Other notable performers included: - Sega Technology with a closing price of 39.50, up 10.00% [1]. - Shijia Photon with a closing price of 87.43, up 7.30% [1]. - Lian Te Technology with a closing price of 197.00, up 7.01% [1]. - Zhaolong Interconnect with a closing price of 57.55, up 6.67% [1]. Group 2: Declining Stocks - The sector also saw significant declines, with Guangha Communication dropping 17.15% to a closing price of 28.98 [2]. - Other stocks that faced losses included: - Fujida down 10.68% to 44.90 [2]. - Xinkemobile down 10.66% to 17.76 [2]. - Huanghuo Communication down 10.01% to 43.07 [2]. Group 3: Capital Flow - The communication equipment sector experienced a net outflow of 1.058 billion from institutional investors and 2.280 billion from retail investors, while retail investors saw a net inflow of 3.338 billion [2]. - The capital flow for specific stocks indicated: - Zhongji Xuchuang had a net inflow of 1.832 billion from institutional investors [3]. - Xinyi Sheng saw a net inflow of 1.208 billion [3]. - Shijia Photon had a net inflow of 516 million [3].

Group 1 - The North Exchange 50 index has experienced a decline of 1.25% over the past 50 days [1] - Among the constituent stocks, Xingtum Measurement and Control has dropped by 8.22% [1] - Fujida has decreased by 4.52%, Tianli Composite has fallen by 3.34%, and Binhang Technology has seen a decline of 3.00% [1]

Core Viewpoint - The article highlights significant stock price increases for several companies, indicating positive market sentiment and potential investment opportunities in the respective sectors [1]. Group 1: Company Performance - 德美化工 (Demei Chemical) reached its daily limit increase, indicating strong investor interest and confidence in its future performance [1]. - 科大国创 (Keda Guochuang) saw a rise of over 10%, suggesting robust market activity and potential growth prospects [1]. - Other companies such as 国盾量子 (Guodun Quantum), 格尔软件 (Geer Software), 辰光医疗 (Chenguang Medical), 吉大正元 (Jida Zhengyuan), and 富士达 (Fushida) also experienced notable stock price increases, reflecting a broader positive trend in the market [1].

Group 1 - The North Exchange 50 Index saw an intraday increase of 2% on January 14 [1] - Among the constituent stocks, Xingtum Control and Weida Optoelectronics rose over 8% [1] - Fushida and Guozi Software experienced a 6% increase [1]

Core Viewpoint - The quantum technology sector experienced significant fluctuations, with notable stock price increases for several companies, indicating growing investor interest and market activity in this field [1] Group 1: Company Performance - 德美化工 (Demei Chemical) reached its daily limit increase, reflecting strong market confidence [1] - 科大国创 (Keda Guochuang) saw its stock price rise by over 10%, showcasing robust investor enthusiasm [1] - Other companies such as 国盾量子 (Guodun Quantum), 格尔软件 (Geer Software), 辰光医疗 (Chenguang Medical), 吉大正元 (Jida Zhengyuan), and 富士达 (Fushida) also reported significant gains, contributing to the overall positive sentiment in the quantum technology sector [1]

Company Performance - Guangha Communication's stock price reached a historical high, increasing by 8.16% to 31.68 yuan, with a trading volume of 12.8868 million shares and a transaction value of 419 million yuan [2] - The company reported a total revenue of 332 million yuan for the first three quarters, representing a year-on-year growth of 41.90% [2] - Net profit for the same period was 35.4364 million yuan, showing a year-on-year increase of 69.09%, with basic earnings per share at 0.1422 yuan and a weighted average return on equity of 4.73% [2] Industry Overview - The overall telecommunications industry experienced a decline of 0.98%, with 15 stocks rising, including Guangha Communication, which had a notable increase [2] - The top gainers in the industry included Sanwei Communication and Dongfang Communication, with increases of 10.01% and 10.00% respectively [2] - Conversely, 114 stocks in the industry saw declines, with the largest drops recorded by Zhenyou Technology, Fujida, and Nanjing Panda, with decreases of 11.21%, 9.82%, and 8.55% respectively [2]