海格通信(002465) - 2023年4月4日投资者关系活动记录表

Group 1: Wireless Communication Sector - The company is a leader in shortwave, ultra-shortwave, satellite communication, digital cluster, multi-mode intelligent terminals, and system integration, covering all domains including sky, land, and sea [2] - The company participated in the National Day 70th Anniversary Parade with the largest series of communication equipment [2] - It is a mainstream manufacturer of the full range of Tian Tong satellite terminals and chips, and a key player in the police digital cluster industry standard [2] Group 2: Aerospace Sector - The company is a leading provider of simulation systems in the domestic market, covering flight simulators, maintenance simulators, and vehicle simulators [3] - It is one of the few secondary suppliers authorized by Boeing, Airbus, and Italian manufacturers, focusing on large aircraft parts development and manufacturing [3] - The company holds the highest number of civil aviation communication navigation monitoring equipment usage licenses in China, with a domestic market share of 1st place and international expansion to 8 countries [3] Group 3: Beidou Navigation and Smart Ecosystem - The company is advancing the integration of "Beidou + 5G" technology, focusing on industries such as transportation, energy, and emergency services [3] - The smart ecosystem client base includes operators, government systems, and special institutions, providing comprehensive digital solutions [4] - The company aims to leverage its dual advantages in technology and service to meet the growing demand for digital transformation [4] Group 4: Future Growth and Cost Efficiency - The company plans to expand into military intelligence, unmanned systems, satellite internet, and terahertz technology while increasing international market efforts [4] - Cost reduction measures include centralized procurement, component selection, production line optimization, and intelligent management, achieving significant results [4] - The company is actively promoting the spin-off listing of its subsidiary, Chida Aircraft [4] Group 5: Recent Developments - The company is currently constructing the Haige Tianteng Information Industry Base, with the project approved in December 2022 [5] - The company is a major beneficiary of the transition from Beidou II to Beidou III, with a good start in the special institution market [5]