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新兴装备(002933) - 2025年11月25日投资者关系活动记录表
2025-11-25 09:58
Group 1: Company Overview - The company specializes in the research, production, and sales of aviation equipment, primarily serving military clients with products applicable to helicopters, fixed-wing aircraft, and drones [1][2] - During the 14th Five-Year Plan period, the company has successfully entered the mass production phase for several product models [2] Group 2: Business Segments - The main revenue source is from aviation equipment, while the intelligent robotics segment currently has no orders [2] - The company aims to provide military-focused intelligent special equipment solutions while also expanding into civilian products to ensure sustainable development [2] Group 3: Technology and R&D - The company possesses core technologies such as servo control and high-precision transmission, which can be applied to both military and civilian robotics [3] - The intelligent robotics division focuses on high-load and high-stability requirements, with a commitment to developing proprietary hardware components [2][3] Group 4: Market Strategy and Future Plans - The company is cautious about mergers and acquisitions, considering shareholder interests and strategic alignment with existing operations [3] - There is no specific timeline for the rollout of intelligent robotics products, as they will be customized based on market demands [2]