全信股份(300447) - 2018年9月5日投资者关系活动记录表

Group 1: Company Overview - Nanjing Quanxin Transmission Technology Co., Ltd. focuses on the R&D, production, and sales of FC optical fiber bus switching systems, primarily serving the defense and military sectors [2][3] - The company has achieved advanced domestic levels in FC optical bus switching technology, with products applied in new platforms to meet equipment upgrade requirements [3] Group 2: Financial Performance - In the first half of 2018, the company recognized an asset impairment provision of CNY 19.278 million, including CNY 12.377 million for accounts receivable and CNY 6.7186 million for inventory [4] - The revenue from component products increased by 16.95% year-on-year, amounting to CNY 22.7535 million, primarily due to the mass production of certain component products [4] Group 3: Market Position and Strategy - The company aims to achieve domestic substitution for imports through independent innovation, focusing on high-performance transmission cables for aerospace and other fields [5] - The company has successfully implemented domestic substitution in various areas, including FC optical bus technology and active optical components [5]