新劲刚(300629) - 2024年9月6日投资者关系活动记录表

Group 1: Company Performance and Market Opportunities - The company is focusing on special application areas with good market development opportunities, indicating a positive growth outlook for future performance [1] - The accounts receivable have been increasing due to changes in the downstream industry environment, but the overall collection situation is improving [2] - The company monitors accounts receivable balances to mitigate significant bad debt risks, as the overall creditworthiness of downstream customers is high [2] Group 2: Customer Base and Product Development - The main customers of the company include research institutes, complete machine manufacturers, and their subordinate units [2] - The establishment of Kaiji Intelligent aims to leverage existing technological advantages in RF microwave technology for applications in low-altitude economy and satellite internet [2] - The new materials business currently has limited mass production models, but the company is actively pursuing R&D projects to meet downstream customer demands [3]