格隆汇12月23日丨博杰股份(002975.SZ)在投资者互动平台表示，公司的部分电测、射频、声学测试设 备可用于航空器零部件的相关测试。 ...

Core Viewpoint - The company announced on November 5 that its business units (BUs) are primarily categorized by product types, indicating a structured approach to its operations and potential for future integration of overlapping business areas [1] Summary by Relevant Sections Business Units Overview - BU1 focuses on serving Client A with products that include RF, acoustic, and optical testing equipment - BU2 is dedicated to automation assembly equipment, particularly related to camera module components - BU3 specializes in electrical and functional testing equipment - The acquired subsidiary, Guanghao Jie, is also part of this business segment [1] Future Integration Plans - As the company continues to grow, there will be some overlap between different BUs, and there are plans for further integration in the future [1]

Core Insights - China's manufacturing industry has rapidly developed from a rudimentary stage to a global leader, facing numerous challenges along the way [1] - The "Made in China 2025" initiative aimed to transition from a manufacturing powerhouse to a manufacturing stronghold, but external factors like trade tensions with the U.S. have complicated this goal [3] - Despite achieving nearly 30% of global manufacturing value added, China still relies on imports for key technologies, indicating significant gaps in high-end manufacturing capabilities [5] Group 1: Development and Challenges - The introduction of foreign investment and technology has been crucial in building modern production lines, but trade disputes have disrupted supply chains [3] - Key sectors such as industrial software and aerospace face severe challenges due to reliance on foreign technology and patents, with domestic alternatives lagging behind [13][17] - The historical accumulation of technology and expertise in the West presents a significant barrier for China, necessitating a realistic approach to innovation and development [9] Group 2: Government and Policy Support - The Chinese government is actively supporting innovation through special funds and encouraging collaboration between academia and industry, emphasizing technological self-reliance [11] - In 2024, the central economic work conference highlighted the need for resilience in manufacturing, indicating a shift in focus towards domestic capabilities [11] Group 3: Sector-Specific Bottlenecks - The industrial software sector is heavily dominated by Western companies, with domestic alternatives still in their infancy, affecting product development efficiency [13][15] - The aerospace sector, particularly in engine manufacturing, continues to face challenges with high-end components still reliant on foreign imports [17][18] - High-end materials and components, such as bearings and optical lenses, are also areas where China struggles to achieve parity with international standards [20][22] Group 4: Progress and Future Outlook - Despite existing challenges, significant progress has been made in over 20 of the 35 key technologies identified, with increasing domestic production rates [24] - Collaborative efforts among small and medium enterprises are fostering a more integrated supply chain, particularly in the aerospace and industrial software sectors [26] - The ongoing development of domestic capabilities in high-end materials and components is expected to enhance competitiveness and reduce reliance on imports [27][29]