航天南湖(688552) - 投资者关系活动记录表（2024年5月22日）

Group 1: Market Demand and Product Development - The demand for air defense early warning radar is significant due to its strategic importance in national defense, especially in the face of new threats and technological advancements [1] - The company has ongoing sales of Product A, while Product B has been discontinued; however, an improved version of Product B has been launched [2] - The company has successfully bid for multiple new air defense radar projects, with key models progressing according to development plans [2] Group 2: Military Trade and Future Planning - In 2023, the company's military trade business generated sales revenue of 110 million yuan, showing substantial growth compared to 2022 [2] - The company plans to focus on its core business, accelerate model development, and expand both domestic and international markets [2] - The establishment of a low-altitude division aims to address military and civilian low-altitude market needs, developing products related to low-altitude safety systems and detection [3] Group 3: Financial Performance and Cost Management - The company's gross profit margin for 2023 is approximately 33%, a decline from 2022, attributed to changes in product structure and profit margins [3] - Future strategies include implementing cost-leading measures, enhancing management, and utilizing digitalization to improve manufacturing efficiency and reduce costs [3] - The company aims to maintain its overall gross profit margin at a relatively reasonable level through effective supply chain management and cost control [3]