HJKJ(SZ:000818)2022-12-04 10:32Group 1: Company Overview and Strategic Direction - The company, Hangjin Technology, is focused on acquiring a 10.67% stake in Wuhan Navigation Institute, driven by optimism about the Beidou application and satellite application industries, which are expected to form a trillion-level market [2] - The company aims to achieve control over Wuhan Navigation Institute, with ongoing communication with other shareholders, although progress has been slower due to the pandemic [3] - The company’s strategy includes a focus on dual-use chips, aligning with its military and civilian product development [3] Group 2: Product Development and Market Opportunities - The company is involved in various aerospace applications through subsidiaries, with significant clients including Shanghai Aerospace and Aviation Industry Corporation [3] - The company is targeting the domestic GPU market, anticipating a market demand of 2-3 billion over the next five years [5] - The company is developing high-frequency materials and components for the 5G industry, aiming for import substitution to address supply chain issues faced by companies like Huawei [4] Group 3: Financial Performance and Projections - The chemical business, primarily focused on caustic soda and propylene oxide, is expected to generate profits ranging from 100 million to 300 million, depending on market conditions [5] - The company’s chairman has already increased his holdings by over 7 million shares, with plans to further increase holdings by 30 to 50 million [6] Group 4: Technological Advancements - The company’s LTCC technology is primarily applied in the aerospace sector, with ongoing developments in satellite applications [6] - The company is exploring partnerships with leading firms in design and modeling to expand its product range and service offerings [4]