中航高科(600862) - 中航高科投资者关系活动记录表

Business Development and Strategic Investments - The company is focusing on the development of low-altitude economy business, leveraging its technical advantages in prepreg and structural components, and has approved the establishment of a subsidiary in Shenzhen to advance this sector [2] - The company invested 341.6 million yuan to acquire a 20% stake in Changsheng (Langfang) Technology Co Ltd, aiming to strengthen the aviation composite materials industry chain and enhance supply chain resilience [3] - The company is actively promoting the reform of its equipment business, focusing on aviation-specific equipment, tooling molds, and aviation components to drive the transformation and upgrading of traditional businesses [3] Capacity Building and Market Expansion - The company has preliminarily built a digital prepreg production line, which is expected to improve production efficiency and product quality, with operations planned to start by the end of the year [3] - The Nantong carbon material production line has been completed and put into operation, effectively increasing production capacity [3] - The company is accelerating the construction of commercial engine composite component production capacity in Shanghai, aiming to achieve delivery capabilities by the end of the year [4] Joint Ventures and Strategic Partnerships - The company, in collaboration with China Aero Engine Commercial Aircraft Engine Co Ltd, has established a joint venture focused on composite materials for commercial engines, with operations expected to generate revenue by 2025 [4] Corporate Governance and Incentives - The company is actively considering and advancing equity incentive plans, particularly in market-oriented business areas [4] Product Development and Delivery - The company has completed material development for its large aircraft business and is currently in the verification phase [5] - Delivery cycles vary by product type, with the company continuously monitoring quality and delivery progress to meet customer needs [5] Future Planning and Technological Innovation - The company is conducting the "15th Five-Year Plan"论证, focusing on deepening civil aircraft, low-altitude economy, and international businesses, while optimizing industrial layouts and advancing cutting-edge technology research [5]