天和防务(300397) - 天和防务调研活动信息

Group 1: 5G Business Development - The company will continue to strengthen its 5G business development, focusing on new product research and development, and enhancing the competitiveness of its products [2] - The company aims to accelerate the industrialization of new technologies and processes, particularly in the development of RF materials and components [3] Group 2: Military Equipment Business - The core of the military equipment business is the new generation of integrated short-range defense systems, with a focus on low-altitude defense, smart coastal defense, and battlefield environment perception [3] - The company has established extensive cooperation with various military branches, maintaining stable military product orders in recent years [3] - In 2022, the company signed a contract for the upgrade of a portable air defense missile command system, which is expected to lead to continuous orders in the future [3] Group 3: Infrastructure Projects - The "West High-tech New Tianhe Defense Phase II - 5G Communication Industrial Park" project is progressing rapidly, with the northern area already topped out and construction ongoing [4] - The project aims to create a full industrial chain for 5G RF microwave devices, enhancing the company's innovation and market collaboration capabilities [4] Group 4: Product Offerings - The subsidiary Chengdu Tongliang's main products include low-noise amplifiers and radar chips, applicable in mobile communication and IoT sensing fields [4] - The "Qin Film" series of high-performance dielectric films has completed trial production and is expected to contribute positively to the company's performance [5] Group 5: Future Outlook - The 14th Five-Year Plan emphasizes the need to enhance national defense capabilities, which is expected to pave the way for continuous growth in military spending [3] - The company is well-positioned to benefit from the modernization of military equipment and the increasing focus on strategic deterrence capabilities [3]