记录仪NDR8800

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佳讯飞鸿(300213) - 2025年9月17日投资者关系活动记录表
2025-09-17 14:04
Group 1: Company Overview and Strategy - JXFH is a leading provider of comprehensive solutions in the "smart command and dispatch full industry chain" within the ICT sector, focusing on technology and application innovation [2][3]. - The company has established a "three-dimensional growth strategy" that includes deepening application scenarios, expanding industry boundaries, and building an industrial ecosystem [3]. - JXFH aims to leverage its "AI+" strategy to empower traditional industries like rail transport and defense while accelerating expansion into emerging sectors such as civil aviation and air traffic management [3][4]. Group 2: Civil Aviation Market Insights - The civil aviation fixed asset investment has exceeded 100 billion CNY for five consecutive years, making it a key strategic focus for the company [4][5]. - The civil aviation market is expected to become a significant profit growth point, with a market size projected to reach hundreds of billions [4][5]. - JXFH has developed several products for civil aviation, including the NDR8800 recorder and VCS8800 voice communication exchange system, which have received temporary usage licenses [4][5]. Group 3: Rationale for Entering Civil Aviation - The decision to enter the civil aviation market aligns with the company's strategic planning, leveraging its expertise in specialized communication from the railway sector [5][6]. - The company aims to diversify its business and mitigate risks by expanding into the civil aviation sector, which shares similarities with rail transport in terms of communication technology [5][6]. - The civil aviation sector presents a significant opportunity for domestic replacement and has a rigid demand for air traffic control systems, which are critical for safety [6][7]. Group 4: Future Plans and Product Development - JXFH plans to replicate its successful railway communication technology in the civil aviation sector, focusing on voice communication systems as a core product [8][9]. - The company aims to expand its offerings from core products to a comprehensive ecosystem, enhancing its market position and competitiveness [8][9]. - Future innovations will include integrating emerging technologies like 5G, IoT, and AI into civil aviation solutions, positioning JXFH as a key player in the smart aviation landscape [9]. Group 5: Financial Performance and Market Position - The gross profit margin for civil aviation products is high due to technical barriers and economies of scale, ensuring substantial profit margins [10]. - The standardized nature of core products allows for low-cost replication and broad market potential, both domestically and internationally [10]. - JXFH faces competition primarily from foreign manufacturers, with a focus on achieving domestic replacement in the civil aviation sector [12].
佳讯飞鸿子公司获民航通信导航监视设备临时使用许可证
Zheng Quan Ri Bao· 2025-08-07 12:21
在推进国产化的进程中,首要挑战与关键环节在于满足民航领域对设备安全性、可靠性和适航性的严苛 要求,并通过相关认证。其中,临时使用许可证是产品进入民航市场进行实际应用与验证的强制性准入 凭证,也是获取正式使用许可证的必经阶段。 本报讯 (记者李乔宇)8月7日晚间,北京佳讯飞鸿电气股份有限公司(以下简称"佳讯飞鸿")披露的 公告显示,控股子公司北京佳讯智航科技有限公司(以下简称"佳讯智航")收到中国民用航空局颁发的 《民用航空空中交通通信导航监视设备临时使用许可证》(以下简称"临时使用许可证")。 谈及获得临时使用许可证的意义,佳讯飞鸿披露的公告显示,民航产业是国家社会经济发展与安全保障 的关键领域。作为保障民航安全高效运行的中枢,空中交通管理系统实现自主可控已成为行业发展的战 略核心。佳讯飞鸿紧抓中国民用航空局推动空管技术设备国产化的契机,积极布局民航领域,着力打造 具备自主研发生产和自主知识产权的"双自主"空管系统核心产品。 佳讯智航自主研发的记录仪NDR8800,采用创新纯软架构,支持全栈国产化,满足信创要求,并已通 过主流国产软硬件适配认证。此次获得临时使用许可证,标志着该空管系统核心产品在民航领域取得重 ...
佳讯飞鸿:子公司获得《民用航空空中交通通信导航监视设备临时使用许可证》
Zheng Quan Shi Bao Wang· 2025-08-07 08:49
Core Viewpoint - The company Jiaxun Feihong (300213) has received a temporary usage permit for its NDR8800 recorder from the Civil Aviation Administration of China, which is expected to positively impact its market expansion, product sales, and operational performance [1]. Group 1 - Jiaxun Zhihang, a subsidiary of Jiaxun Feihong, has successfully obtained the temporary usage permit for its self-developed recorder NDR8800 [1]. - The permit is expected to facilitate the company's expansion in the civil aviation market [1]. - The positive impact on product sales and operational performance is anticipated as a result of this permit [1].