富士达(835640) - 关于接待机构投资者调研情况的公告（2）

Group 1: Company Overview - The company received 18 institutional investors for a network survey on April 1, 2022 [2] - Key personnel present included General Manager Fu Jingchao, Secretary of the Board Lu Jun Cang, and Securities Affairs Representative Nie Han [2] Group 2: Financial Performance - The gross margin difference between defense and communication products is due to varying application environments and R&D characteristics [3] - In 2021, the gross margin for RF coaxial connectors and cable assemblies improved primarily because defense products, which have a higher gross margin, accounted for a significant portion of revenue [4] - Defense sector revenue accounts for approximately 75%, while communication sector revenue accounts for about 25% [5] Group 3: Market Outlook - The defense market is expected to remain favorable in 2022, with a focus on business in missile, satellite, airborne, and radar fields [6] - The company plans to leverage opportunities from the 14th Five-Year Plan for defense development, 5G communication construction, and the recovery of international markets [7] Group 4: Operational Strategy - The company aims to enhance market expansion by targeting existing customers with new projects and existing products for new customers [7] - The impact of rising raw material costs on the company is limited due to its production model, which diversifies procurement strategies [8]