"东瓯1号"无人船船体总长7.6米、船宽1.0米、高3.2米，满载排水量1.95吨，加装稳定鳍后吃水深度达2.2米，由温州海洋中心与深圳海斯比防务信息科 技有限公司联合研制，是国内首艘海上半潜式油电混动无人测量船，其性能在国内无人船领域极具优势，具备多数同类产品稀缺的4级高海况作业能力。目 前市场上普通无人船仅能在1~2级海况下开展近岸作业，而"东瓯1号"通过优化船型设计，采用仿潜艇式船身结构，并搭配稳定鳍降低船体重心，大幅提升了 抗浪性能。在满载状态下，该船能以3节的工作航速持续作业超48小时。此外，"东瓯1号"还搭载了自主避障、实时数据传输等核心功能，可依据预设航线和 任务，在复杂环境中自主完成多波束水下地形测量与水质采样等工作。"东瓯1号"无人船可依托"东瓯号"科考母船协同作业，进一步提升海洋调查作业效 率。 目前，温州海洋中心已配齐自主水下航行器、波浪滑翔机、垂起固定翼无人机等一系列无人调查系统，构建起涵盖海洋生态调查、海底地形探测、海洋 灾害应急监测等应用场景的无人监测体系，为海洋生态文明建设、海洋经济高质量发展提供更加强有力的技术支撑。 "东瓯1号"无人船。陈恩情摄 近日，自然资源部温州海洋中心使 ...

Financial Data and Key Metrics Changes - The company has reiterated its 2025 annual revenue guidance of $80 million to $120 million, with the bulk of this revenue expected to be recognized in the latter half of 2025 [4] - The company ended the quarter with $9 million in cash and receivables, which was bolstered by a $30 million capital raise in April [4][26] - The company is currently expanding its manufacturing capacity to produce over 150 drones per month, which translates to an annual run rate of approximately $81 million [6] Business Line Data and Key Metrics Changes - The Black Widow manufacturing has started, with a non-SRR backlog of $10 million for Black Widow and H-130s expected to begin deliveries in June [4] - Flightwave is expected to reach a production capacity of 150 drones per month by the end of the year, with strong demand noted for the Edge 130 [5][6] - The company is also expanding its Black Widow production to a second facility in California to increase capacity and redundancy [7] Market Data and Key Metrics Changes - The company is preparing for a significant ramp in deliveries in the second half of 2025, driven by strong demand and potential large budget increases from the Army [8][11] - The company is entering the unmanned service vessel (USV) market, with expectations of a productive boatyard in Florida by the end of Q3 [20] Company Strategy and Development Direction - The company is focusing on expanding its manufacturing capabilities and diversifying its production locations to meet increasing demand [4][6] - The new Maritime division aims to build USVs in partnership with experienced boat builders, differentiating itself from competitors who lack manufacturing experience [12][19] - The company is also leveraging partnerships to enhance its technology stack, particularly with Palantir for manufacturing improvements [22][49] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting revenue guidance, citing strong demand for both Flightwave and Black Widow products [56] - The company anticipates that the Army will soon announce a significant contract related to LRIP, which is expected to drive future growth [61] - Management highlighted the importance of geographical diversity in production to mitigate risks and enhance delivery capabilities [24][31] Other Important Information - The company has a strong liquidity position following the recent capital raise, allowing it to focus on drone production without immediate cash flow concerns [26] - The company is actively engaging with government entities and responding to federal directives to support domestic shipbuilding initiatives [38][39] Q&A Session Summary Question: What are the key milestones or contracts needed to reach revenue guidance? - Management indicated that they are significantly above the lower goalposts for Russell 2000 inclusion and expect to be part of the reconstitution [18] Question: When will tangible cost reductions from the Palantir partnership be realized? - Management stated that they are aiming for approximately 150 drones per month for Flightwave by the end of the year, which will improve margins as production ramps up [22] Question: Can you discuss the inventory situation and revenue generation in Q2? - Management noted that they had to wait for final versions from partners before starting production, but they expect to see inventory levels decrease as production ramps up [30] Question: Are you partnering with a shipbuilder or owning a shipyard for the USV program? - Management confirmed that they will own a boatyard in Florida and are partnering with experienced builders for prototypes [38] Question: What is the expected CapEx for this year? - Management did not provide a specific figure but mentioned they are currently assessing the bill of materials for the new USV [41]