航新科技(300424) - 航新科技:2023年2月14日投资者关系活动表

Group 1: Company Overview and Strategic Goals - The company aims to ensure aircraft safety as its primary strategic goal, focusing on agile support systems and comprehensive diagnostic technologies for aircraft [2] - The aviation maintenance business is highly correlated with industry indicators such as fleet size and aircraft daily utilization rates, which are expected to recover alongside the civil aviation industry's revival [2] Group 2: Business Segments and Market Position - The company's main domestic businesses are aircraft equipment manufacturing and maintenance services, each accounting for approximately 50% of revenue, with recent increases in manufacturing due to new aircraft models [3] - The company is a leading supplier of flight parameter recording systems and the first certified supplier of health management and monitoring systems (HUMS) in China, holding significant market share and intellectual property [3][4] Group 3: Data and Technology Initiatives - The company has been developing aviation big data services since 2017, aiming to enhance equipment management capabilities and improve operational efficiency through a data-driven ecosystem [3] - The VR technology is applied in aviation maintenance and flight training, with plans to expand its use in training and maintenance support based on the 2022-2026 action plan for VR and industry integration [4] Group 4: Financial Performance and Future Prospects - The company's VR business generated approximately RMB 60 million in annual revenue [5] - The company has plans to increase its investment in the C919 project, with a focus on automatic testing platforms for components as production scales up [5] Group 5: Shareholder and Investor Relations - The company plans to raise up to RMB 300 million through a private placement, with a share price of RMB 11.42 per share, which will increase the major shareholder's stake [6] - The company has conducted two equity incentive plans in 2017 and 2019, with future plans for new incentive programs [6]