华秦科技(688281) - 投资者关系活动记录表

Financial Performance - The company's operating revenue for the first three quarters of 2023 was RMB 602.01 million, representing a year-on-year increase of 39.73% [1] - The net profit attributable to shareholders for the same period was RMB 270.49 million, up 35.39% year-on-year [1] - The net profit after deducting non-recurring gains and losses was RMB 258.37 million, showing a significant growth [1] Product Development and Applications - The company has received notification that four stealth material products have reached important application milestones and entered small batch trial production [2] - The ceramic matrix composite materials developed by the company are primarily used in aerospace engine components, enhancing performance and reliability [3] - The company is actively involved in the industrialization of acoustic metamaterials, with applications in various fields including rail transportation and aerospace [4] Accounts Receivable and Pricing Pressure - As of the end of Q3 2023, accounts receivable amounted to RMB 703.54 million, primarily due to increased sales and the characteristics of customer payment settlements [4] - The company faces limited pricing pressure on military products, as pricing is determined through a review process by the military, ensuring stable pricing for batch production products [4] Maintenance and Support for Stealth Materials - Military equipment requires maintenance after a certain usage period, which includes re-coating with special functional materials [5] - The company will undertake maintenance tasks and sales of related special functional materials before the retirement of military equipment [5]