证券代码：300213 证券简称：佳讯飞鸿 北京佳讯飞鸿电气股份有限公司 投资者关系活动记录表 编号：2025-05-23 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活 | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | 动类别  | 现场参观 | |  | 其他 （《股东来了》—投资者走进佳讯飞鸿活动） 指导单位：北京证监局、北京上市公司协会 | | | 参与机构：中信建投证券、中信证券、东北证券、开源证券、银河证券、 | | 参与单位名称 | 财达证券、华福证券、万和证券、小米产业投资、立诺投资、上海偕沣 | | 及人员姓名 | 资产、金泰资本、青梧资本、弘璟资本、北京含章私募基金、北京领航 | | | 超越私募基金、南京金友私募基金、广州巨鼎私募基金、北京汇恒通资 | | | 管、中财融商（北京）资管、平安银行、证券时报、证券日报等 余 60 | | | 名参会人员。 | | 时间 2025 | 年 月 日 5 23 | | 地点 | 公司会议室 | | | 董事长兼总经理：林菁 | | 上市公司接待 | 独立董事：陈刚 | | 人员 ...

印度政府消息人士表示，良好的季风将进一步促进印度的经济增长。印度的国防预算充足，2026财年国 防需求没有出现任何重大额外增长。 ...

意大利经济部长：我们的国防开支略高于北约对GDP的2%目标。 ...

Core Viewpoint - The Italian Finance Minister emphasizes the need to explore alternative methods to promote the development of the EU defense industry through private sector involvement [1] Group 1 - The Italian government is seeking to enhance the defense industry by leveraging private participation [1]

朝鲜动作不断，引发国际关注。 当地时间5月22日，韩国联合参谋本部通报，韩国军方当天上午9时左右监测到朝鲜在其咸镜南道宣德一带发射 数枚巡航导弹。军方表示，导弹的具体数量和规格仍在与美国情报部门协调分析中。 与此同时，朝鲜驱逐舰遭遇"重大事故"也引发各方关注。据最新报道，当地时间21日，朝鲜新建造5000吨级驱 逐舰在下水过程中发生严重事故。朝鲜最高领导人金正恩目睹了事故全过程，批评称这是由于疏忽和不负责 任，不尊重科学的经验主义而产生的无法容忍的重大事故和犯罪行为。 韩媒分析称，朝鲜人员可能是先在陆地上建造这艘驱逐舰，再采用滑动方式下水，结果舰尾部分先行脱离并触 地，导致舰体受损。朝鲜官方媒体如此详细地公开重大事故细节，实属罕见。 "朝鲜发射数枚巡航导弹" 据央视新闻客户端，当地时间5月22日，韩国联合参谋本部通报，韩国军方当天上午9时左右监测到朝鲜在其咸 镜南道宣德一带发射数枚巡航导弹。 据央视新闻报道，朝鲜劳动党中央委员会政治局5月21日宣布决议，朝鲜劳动党中央委员会政治局决定于6月下 旬召开劳动党八届十二中全会。 金正恩强调："尽快修复驱逐舰是直接关乎国家权威的政治问题，而非单纯的业务性问题。"他还要 ...

Group 1 - The "Fenghuo Youth" public welfare education activity aims to deepen children's understanding of national defense knowledge and foster patriotism [1] - The program is open to all elementary school students in Hangzhou, encouraging participation from those interested in national defense and military [1] - The activity will be ongoing, with monthly sessions allowing selected students to experience immersive national defense education at the Hangzhou National Defense Mobilization Education Museum [1] Group 2 - Key activities include laser shooting experiences with simulated firearms, allowing students to understand the mechanics of shooting [2] - Students will also engage with robotic dogs, learning about their working principles and applications in national defense [2] - Participants will create their own space models as a memorable takeaway from the event, and each session will select 30 students to participate [2]

Core Viewpoint - The J-10CE fighter jet, showcased at the Langkawi International Maritime and Aerospace Exhibition, represents a significant advancement in China's military capabilities and is changing global perceptions of Chinese military technology [1][8]. Group 1: Significance of J-10 Fighter Jet - The J-10 fighter jet is not merely a "domestically produced fighter" but symbolizes China's leap in military aviation, marking its entry into the ranks of nations capable of developing fourth-generation fighter jets [2][3]. - The successful development of the J-10 has narrowed the technological gap between China and leading aviation powers, establishing a foundation for future advancements in Chinese fighter jet design and manufacturing [3][4]. Group 2: International Presence and Performance - Since its induction into service in 2006, the J-10 has become the backbone of the Chinese Air Force, participating in various international exercises and showcasing its capabilities abroad [5][6]. - The J-10CE has gained attention at international defense exhibitions, with its recent operational success helping to dispel previous skepticism regarding the combat effectiveness of Chinese military technology [8][9]. Group 3: Competitive Advantages - The J-10 series offers a high cost-performance ratio compared to Western counterparts, making it an attractive option for countries seeking advanced military aircraft [9]. - China's ability to provide a comprehensive suite of military equipment, including various fighter jets and support systems, enhances its competitive position in the global arms market [9].

Conflict Situation - A fire occurred at a thermal power station in Kyiv region, Ukraine [1] - Ukrainian forces announced a drone attack on a semiconductor factory in Russia's Oryol region [1] - The Russian Defense Ministry reported the destruction and interception of 77 Ukrainian drones between 20:00 and 23:50 local time [1] - According to the Chairman of the Russian Federal Security Service, Ukrainian armed forces attacked 43 regions in Russia, with nearly 8,000 artillery strikes on border and rear areas [1] Negotiation Situation - The Kremlin stated that significant work is being done on potential peace proposals for Ukraine, with no interest in delaying the process [2] - Russian Foreign Minister Lavrov indicated that there will be no "wait and see" situation in the resolution process of the Ukraine issue [2] - The Chairman of the Russian Federation Council, Matviyenko, asserted that the EU has no place at any negotiation table regarding Ukraine [2] Other Situations - Russian President Putin inspected the Kursk region [3] Defense Spending - The Italian Defense Minister expressed a desire for NATO to set new defense spending targets for member countries, increasing from 2% of GDP to between 3.5% and 5% [4] - German Chancellor Merz stated that the Ukraine conflict is unlikely to end in the short term [4] - A German government spokesperson mentioned that the EU, Germany, and the US are in discussions regarding sanctions against Russia [4]

Core Viewpoint - The intensification of great power competition is a long-term trend, leading to a favorable outlook for the military industry as national defense investments are expected to increase [1][3]. Group 1: Market Performance - The defense and military index declined by 1.61% from May 11 to May 16, underperforming the market by 2.37 percentage points, ranking 29th out of 29 sectors [2]. Group 2: Recent Developments - China successfully launched the Communication Technology Test Satellite No. 19 on May 13, 2023, using the Long March 3B rocket, with the satellite entering its designated orbit successfully [2]. - On May 14, 2023, China launched a space computing satellite constellation using the Long March 2D rocket, marking the 576th flight of the Long March series [3]. - The U.S. State Department authorized a $1.4 billion arms sale to the UAE, including military helicopters and equipment, ahead of President Trump's visit [2]. - President Trump announced plans to develop the F-55 fighter jet, which will feature a dual-engine design, and to upgrade existing F-22 jets to "Super" F-22s [3]. Group 3: Strategic Insights - The increasing complexity of the international environment necessitates advanced aircraft and missile systems, as well as efficient support equipment and reliable communication systems, highlighting the importance of focusing on aerospace and satellite internet sectors [3].

Core Viewpoint - The Italian Defense Minister expressed a desire for NATO to set new defense spending targets for member countries, increasing from 2% of GDP to a range of 3.5% to 5% [1] Group 1 - The proposed increase in defense spending aims to enhance military capabilities among NATO member states [1] - The current target of 2% of GDP for defense spending may not be sufficient in the context of evolving global security challenges [1] - The suggested range of 3.5% to 5% reflects a significant escalation in defense commitments, indicating a shift in strategic priorities within NATO [1]