全信股份(300447) - 2018年8月30日投资者关系活动记录表

Group 1: Competitive Advantages - The company has high product reliability, essential in the military industry due to strict technical and quality control requirements [2][3] - The brand recognition is strong, with products widely used in key defense equipment, ensuring customer trust and stability in performance [3][4] - The company has significant R&D capabilities, with over 40 new research projects focused on lightweight special cables and high-reliability optical communication products [4] Group 2: Strategic Development - The company aims to "fill gaps, adjust structures, solidify foundations, and achieve effective growth," focusing on technological innovation across product lines [4] - It plans to leverage capital markets for both organic growth and mergers, ensuring healthy development [4] - The addition of a senior executive in August 2018 aims to enhance management capabilities, particularly in research management [5] Group 3: Performance Risks - The acquisition of a wholly-owned subsidiary, Changzhou Kangnait Environmental Technology Co., Ltd., faced revenue and profit declines due to external market factors [5][6] - A contract cancellation worth CNY 19.28 million, representing 13.68% of the subsidiary's recent audited revenue, is expected to impact performance in the second half of 2018 [5] - The company has taken measures to mitigate risks, including inventory write-downs and extending the lock-up period for shareholders until June 30, 2019 [6]