中无人机(688297) - 投资者关系活动记录表（2024年9月）

Group 1: Market Trends and Challenges - The military trade market is facing pressure due to increasing competition and geopolitical factors, leading to high uncertainty [1] - The company has established a presence in over ten countries, but demand is currently stable following a period of large-scale equipment deployment [1] - Customer needs are evolving, with a focus on modernization and performance upgrades of equipment [3] Group 2: Product Development and Expectations - The company anticipates improved military trade conditions starting next year with the introduction of new products [3] - The Wing Loong-3 drone is positioned at an international advanced level, comparable to the U.S. MQ-9B drone [3] - The company is actively expanding its product line and enhancing market understanding to better meet customer demands [3] Group 3: Domestic Market and Project Progress - The company has won bids for national projects in Guangdong, Tibet, and Hubei, and is participating in other project tenders [4] - The domestic market is experiencing delays, which may impact the company's production and delivery plans for the year [4] - The company is focusing on low-altitude economic opportunities and expanding its service capabilities [4] Group 4: Cost Control and Efficiency Measures - The company has implemented a low-cost sustainable development plan, emphasizing safety and cost control from the design phase [4] - Management efficiency is being improved to reduce costs, with a focus on supply chain management and competitive sourcing [5] - The company is extending its product range to include low-cost drones, enhancing cost-effectiveness and competitiveness [5] Group 5: Collaborative Operations - Collaborative operations are seen as a future trend, enhancing the advantages of different products [5] - The company has successfully demonstrated coordination between its Wing Loong drones and manned helicopters during emergency exercises [5] - Ongoing research is being conducted on the integration of manned and unmanned systems for various operational scenarios [5]