中无人机(688297) - 投资者关系活动记录表（2024年7月）

Group 1: Market Demand and Trends - The demand for small drones has increased due to the role they play in modern warfare, particularly highlighted by the Russia-Ukraine conflict [1] - Domestic policies promoting low-altitude economy are expanding the application scenarios for small drones [1] - The international market is seeing a growing demand for small drones, prompting the company to develop multiple models under 1 ton [1] Group 2: Competitive Advantages - The company has advantages in performance, controllability, and reliability compared to larger drones, which face more intense competition [2] - Rich experience in military and civilian applications provides a solid foundation for research in combat scenarios and low-altitude economic applications [2] Group 3: Military Trade Market Insights - The military trade market is under pressure due to increasing competition and geopolitical uncertainties, leading to high unpredictability [2] - The company has already established a significant presence overseas, with expectations for stable short-term demand [2] - Continuous communication with existing and potential customers is helping to understand market needs better and improve product offerings [2] Group 4: Service Revenue and Domestic Market Progress - The company has seen an increase in contracts for flight and technical services, which have high profit margins but represent a small percentage of total revenue [2] - Recent progress includes winning national bond projects in Guangdong and Tibet, as well as a project with the National Meteorological Administration [2] Group 5: Future Product Development - Future foreign trade products will include the Wing Loong-1E, Wing Loong-2, Wing Loong-3, and Wing Loong-10 series [2] - The Wing Loong-3, showcased at the 2022 Zhuhai Airshow, is expected to attract significant attention from domestic and international customers [3] Group 6: Production and Operational Efficiency - The company is advancing the construction of its Zizhong base, which is expected to meet an annual production task of 200 aircraft [3] - Measures for cost reduction and efficiency enhancement include sustainable development plans and improved supply chain management [4] - The company is focusing on designing low-cost drones and enhancing product competitiveness through modular options [4]