Group 1 - The company's performance has been affected by multiple factors including industry cycles, market conditions, and cost fluctuations, with detailed reasons for the losses disclosed in regular reports [1] - The impairment provisions for subsidiaries are strictly executed according to accounting standards and company policies, based on professional assessments of asset operations and market fair values, and are unrelated to shareholder reduction actions [1] - The company's military-civilian integration strategy remains unchanged, with steady progress in various business areas, including satellite communication and low-altitude economy projects [1] Group 2 - In the satellite communication sector, the company's core products, such as the satellite communication front-end modules, continue to support aerospace applications while actively expanding into commercial space applications [1] - The company has established Guangdong Kaiji Intelligent, focusing on RF microwave technology for low-altitude economic applications, and has won a bid for a low-altitude detection equipment project, currently in the debugging and installation phase [1] - In the civilian sector, leveraging its thermal barrier coating technology, the company has provided thermal protection product samples for high-end new energy vehicle battery sectors and is advancing customer validation work [1] Group 3 - The company's core business focuses on electronic operations in special application fields (RF microwave business) and materials for special applications (thermal spray materials, electromagnetic wave-absorbing materials), with core technologies applied in various platforms and aerospace fields [1] - The company is actively expanding into emerging civilian fields through military-civilian integration, aiming for a business structure of "stable main business and diversified expansion" [1] - The company is committed to integrity in operations, with development strategies and business plans based on actual conditions and industry trends, and plans to increase R&D investment and accelerate market expansion to deliver better results for long-term investors [1]

格隆汇12月15日丨新劲刚(300629.SZ)在投资者互动平台表示，1、关于业绩亏损及减值计提相关问题： 公司业绩表现受行业周期、市场环境、成本波动等多重因素综合影响，相关亏损情况已在定期报告中详 细披露原因；子公司减值计提严格按照《企业会计准则》及公司会计政策执行，基于资产实际运营状 况、市场公允价值等因素进行专业评估后作出，与股东减持行为无关联。2、关于军技民用战略推进情 况：公司2023-2024年年报中提及的军技民用发展方向未发生变更，目前各项业务均在稳步推进中：① 卫星通信领域：公司核心产品卫通收发前端系列模块（BUC、LNB等）持续为航空航天等领域提供配 套服务，同时正积极拓展商业航天相关应用场景；②低空经济领域：2024年7月成立的广东凯际智能， 聚焦射频微波技术向低空经济转化，已中标"深城交"低空探测设备项目，目前正处于调试安装阶段，后 续将持续对接更多应用场景；③民用其他领域：借助康泰威热障涂层技术优势，已为民用高端新能源车 辆电池板块提供热防护产品样品，正推进客户验证工作。3、关于公司主营业务：公司当前核心业务聚 焦于特殊应用领域电子业务（射频微波业务）及特殊应用领域材料业务（热喷涂材料 ...