Group 1: Company Overview - The company was originally a subsidiary of Chengfei Group and underwent significant asset restructuring in 2014, transferring shares to Aviation Industry Group [2] - Chengfei Group is the main customer for the company's aviation parts business and is a core strategic supplier [2] Group 2: Competitive Advantages - The company may not have cost advantages compared to private enterprises, but it possesses advantages in technology and quality control [3] - The company is implementing a new model for aviation parts business to better control costs and improve profitability [3] Group 3: Infrastructure and Equipment - The New Aviation Industrial Park is being constructed by the government, and the company is currently procuring equipment [3] - The company has 16 specialized processing machines for aviation parts, including 7 five-axis high-speed milling machines [3] Group 4: Financial and Regulatory Updates - The company has responded to the inquiry letter from the Shenzhen Stock Exchange on time, but due to the complexity of the issues, it has been approved to delay the response [3] - The restructuring gains from the lithium battery business were realized through the appreciation of the assets involved in the restructuring [3] - Currently, there are no plans for asset injection from the Aviation Industry Group [3]
成飞集成(002190) - 2020年5月14日投资者关系活动记录表