国光电气(688776) - 国光电气投资者调研活动记录

Group 1: Company Overview - Chengdu Guoguang Electric Co., Ltd. specializes in microwave devices and has over 60 years of production experience [1] - The company operates in various fields including radar, satellite communication, nuclear industry, and new energy [1] - Expected net profit for 2024 is 4.32867 billion CNY [1] Group 2: Financial Performance - In the first three quarters of 2024, the company achieved operating revenue of 4.54 billion CNY, a year-on-year decrease of 20.53% [1] - Non-recurring net profit for the same period was 385.57 million CNY, down 21.35% year-on-year [1] Group 3: Business Segments - The military products segment remains stable, but its proportion is decreasing due to the rapid increase in nuclear industry products [2] - Key products in the electric vacuum segment include traveling wave tubes, trigger tubes, magnetrons, and Hall effect thruster core components [2] - Hall effect thruster components are currently used in multiple projects, including the space station, with expected market growth due to low Earth orbit satellite demand [2] Group 4: Project Updates - Ongoing nuclear industry projects are experiencing delays due to various factors, but the company is actively following up [2] - The company is involved in research related to "star simulators," which are part of the controlled nuclear fusion field [2]