天和防务：公司的射频器件和芯片产品可用于卫星通信领域 12月11日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在商业航天、芯片 等方面最新情况： 【商业航天】 航宇科技：已成功开发蓝箭航天、天兵科技等商业航天客户 紫光国微：在商业航天领域，公司的FPGA、回读刷新芯片、存储器、总线接口等系列产品正陆续导入 超捷股份：单枚火箭的结构件产品价值量约1500万元，预计2026年商业航天相关业务营收将实现较快增 长 【芯片】 【核电】 中国铀业：已同中国核电签署了长贸协议，约定向中国核电下属核电公司供应天然铀 【卫星通信】 【3D打印】 长江材料：公司生产的3D打印砂应用于3D打印砂型铸造 【其他】 (本文来自第一财经) 中泰股份：公司深冷装备及独立运营的特种气体已应用于航空航天领域 通光线缆：航空航天用耐高温电缆销售额占公司总营收的比例较小 普天科技：PCB产品部分应用于商业航天领域 科翔股份：公司PCB产品可以应用于航空航天领域，目前已有供货 陕西华达：公司长期为长征系列火箭配套产品 格力电器：格力碳化硅功率芯片已从家电领域拓展至新能源、工业及特种场景 英唐智控：受行业需求影响，公司存储芯片 ...

证券日报网12月11日讯良品铺子在回答调研者提问时表示，公司目前正稳步推进供应链及各项业务的精 益管理、降本增效措施，后续将持续加强成本费用管控，推动公司稳健发展。针对区域需求差异下的库 存优化，由公司自主研发的"门店动态补货决策数据集"已经落地应用，该系统能有效缩短采购决策时 间，优化库存结构。 （文章来源：证券日报） ...

人民财讯12月11日电，良品铺子（603719）12月11日在业绩说明会上表示，公司目前正稳步推进供应链 及各项业务的精益管理、降本增效措施，后续将持续加强成本费用管控，推动公司稳健发展。针对区域 需求差异下的库存优化，由公司自主研发的"门店动态补货决策数据集"已经落地应用，该系统能有效缩 短采购决策时间，优化库存结构。 ...

Core Viewpoint - The company is facing short-term performance pressure due to the deep adjustment period in the leisure snack industry, reporting a revenue of 4.14 billion yuan and a net loss of 122 million yuan for the first three quarters of 2025 [1] Group 1: Business Strategy - The company is implementing a "One Product, One Chain" strategy to navigate industry changes and achieve differentiated development [1] - The company is enhancing product sales through visualizing the value of good raw materials and utilizing appetite-driven, scenario-based short videos and graphic content [1] - Key products such as the Mid-Autumn Festival series, original meat jerky, and Angus beef chips have exceeded sales targets [1] Group 2: Digital Transformation - The company’s digital transformation efforts are showing results, with its "Store Dynamic Replenishment Decision Dataset" recognized as a high-quality data application case by Wuhan's data bureau [1] - The implementation of this dataset has reduced procurement decision time from 3 days to 0.9 days, improved emergency replenishment response, decreased the proportion of unsold inventory, and reduced expiration losses [1] - The system has saved significant warehousing and logistics costs within just six months of application [1] Group 3: Channel Strategy - In-store, the company is focusing on enhancing existing store efficiency and deepening local life platform collaborations to improve customer acquisition [2] - For example, the integration with the Taobao Flash Purchase platform has resulted in a 285% increase in order volume and a 51.2% rise in new customer proportion within four months [2] - The overall repurchase rate has improved by nearly 20%, positioning the company among the top in the leisure snack category on the platform [2] Group 4: Future Outlook - Looking ahead to the fourth quarter, the company plans to continue deepening its "One Product, One Chain" strategy, leveraging digital efficiency and popular product momentum to strengthen its internal capabilities and create value [2]

Core Insights - The company reported a revenue of 4.14 billion yuan for the first three quarters, with a net loss attributable to shareholders of 122 million yuan, primarily due to the elimination of inefficient stores and increased online channel traffic costs [1][2] Group 1: Financial Performance - The company achieved a revenue of 4.14 billion yuan in the first three quarters [1] - The net loss attributable to shareholders was 122 million yuan [1] Group 2: Strategic Initiatives - The company is facing a deep adjustment period in the snack food industry and is committed to a long-term strategy to navigate changes, focusing on a differentiated development path through the "One Product, One Chain" strategy [1] - The company is enhancing its digital transformation, with a notable example being the "Store Dynamic Replenishment Decision Dataset," which reduced procurement decision time from 3 days to 0.9 days and improved inventory management [1] Group 3: Market Positioning - In the store channel, the company is focusing on improving existing store efficiency and enhancing customer acquisition through local life platform collaborations, such as a 285% increase in order volume on the Taobao Flash Purchase platform within four months [2] - The company plans to continue deepening the "One Product, One Chain" strategy in the fourth quarter, leveraging digital efficiency and popular product momentum to strengthen its internal capabilities [2]

Core Insights - The "Dynamic Replenishment Decision Dataset" developed by the company has been recognized as a typical application case of high-quality datasets in Wuhan, enhancing operational efficiency and competitiveness in the market [1] Group 1: Operational Efficiency - The traditional procurement decision-making process was dominated by manual calculations, taking approximately 3 days to complete, which led to stockouts or unsold inventory in a rapidly changing market [1] - The application of the new dataset has significantly reduced the procurement decision time from 3 days to 0.9 days, improving emergency replenishment response speed by 70% [1] Group 2: Inventory Management - The data system monitors inventory turnover rates in real-time, analyzing various factors such as sales data, seasonal trends, promotional activities, weather changes, and store characteristics to accurately predict SKU demand for the next 7-30 days, maintaining an error rate within 5% [3] - Based on accurate forecasts, the system automatically adjusts inventory strategies, reducing the proportion of unsold goods from 15% to 8%, and decreasing expired losses by 40%, while increasing the proportion of best-selling items by 70% [3] Group 3: Cost Control and Industry Impact - The company has established a closed-loop system of "intelligent forecasting - precise execution - dynamic monitoring - risk warning," achieving significant results in operational cost control [3] - This approach provides a growth paradigm for the snack industry, showcasing the potential for improved efficiency and effectiveness in operations [3]