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航宇科技(688239) - 投资者关系活动记录表-国金证券
GATDGATD(SH:688239)2023-09-25 02:10

Revenue Composition - The aviation sector achieved approximately 830 million CNY in revenue, accounting for about 73% of the total revenue [1] - Foreign trade revenue in the aviation sector was around 250 million CNY, nearly doubling compared to the same period last year [1] - The energy sector contributed about 16% to the total revenue, while the gas turbine and aerospace sectors each accounted for approximately 5% [1] Production Capacity - The overall production capacity of the Guiyang production line is estimated to be between 1.2 to 1.5 billion CNY [2] - The Deyang production line is projected to reach 50% of its capacity within one year of production and full capacity within two years [2] Orders and Innovation - The company had an order backlog of 2.026 billion CNY at the beginning of the year, which increased to 2.068 billion CNY by September 2023 [2] - Differentiated innovation is driven by process innovation leading to cost innovation [2] Product Focus - The new energy sector primarily focuses on cathode rollers used in lithium battery copper foil production [2] - The Deyang production line will produce both domestic and international products, enhancing product quality and precision [2]