富士达(835640) - 投资者关系活动记录表

Group 1: Investor Relations Activities - The company participated in the 2025 Shaanxi Listed Companies Investor Reception Day and 2024 Annual Performance Briefing on May 20, 2025 [3] - Key attendees included the General Manager, Deputy General Manager, and Financial Officer [3] Group 2: Performance Expectations - The company anticipates challenges and opportunities in 2025, with defense sector demand gradually increasing and communication sector demand remaining stable [4] - The company has core capabilities in aerospace and has made product and technology reserves in emerging industries like commercial aerospace and low-altitude economy [5] Group 3: Profitability and Production Capacity - Profit margin decline in 2024 was attributed to insufficient demand in the defense sector and increased R&D investment [6] - The company plans to enhance production capacity to meet market demand as it recovers [7] Group 4: Product Development and Market Strategy - The company focuses on modular design to enhance the value of commercial satellite products [8] - There is an expectation of continued growth in defense orders in Q2 and Q3, alongside efforts to balance fluctuations with high-margin civilian projects [9] Group 5: Governance and Sustainability - The company has established a modern governance structure and maintains a stable management team [11] - The company adheres to environmental management standards and has received recognition as a "Green Factory" [13] Group 6: Competitive Positioning - The company invests over 7% of its revenue in R&D to maintain a competitive edge and expand into new fields [12]