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航天电器(002025) - 航天电器投资者关系活动记录表20250512
SACOSACO(SZ:002025)2025-05-12 13:42

Group 1: Company Performance and Challenges - The company has deployed order assurance measures to meet increased demand, focusing on optimizing order scheduling, production line construction, technological upgrades, and supply chain resource expansion [3] - In 2024, the company's revenue decreased by 19.1%, and net profit dropped by 53.5%, with inventory surging by 74.2% [4] - The inventory turnover rate fell from 1.06 times to 0.46 times, raising concerns about potential product oversupply or supply chain management issues [4] Group 2: Strategic Initiatives - The company is increasing investments in new domain equipment and strategic emerging industries to enhance core technology and innovation capabilities [4] - The company plans to adjust inventory levels in response to downstream demand recovery, indicating a close relationship between inventory procurement and market conditions [4]