新劲刚(300629) - 2023年2月9日投资者关系活动记录表

Group 1: Company Overview - Guangdong Xinjingang Technology Co., Ltd. specializes in RF microwave power amplification and filtering, with a focus on special applications in electronic information [1] - The company has evolved its product structure from primarily power amplifier modules to a range of solutions including modules, components, and complete systems based on customer needs [1] Group 2: Market Applications - Xinjingang's RF microwave technology is widely used in communications, radar, electronic countermeasures, and telemetry, applicable in airborne, shipborne, missile, and ground equipment [2] - The majority of sales revenue currently comes from special application communications, with significant potential for expansion in radar and electronic countermeasure sectors [3] Group 3: Competitive Advantages - The company boasts a research and development team of over 100 personnel, leading in its niche market compared to private military RF microwave enterprises [2] - Xinjingang has established a comprehensive quality control system, achieving an average product return rate of less than 1%, significantly lower than the industry average [2] - The brand "Xinjingang" has become a preferred choice among major clients for RF power amplifier components due to its strong technical and manufacturing capabilities [2] Group 4: Future Development Strategy - The company aims to focus on special application electronics and materials, expanding market reach while maintaining existing market share [3] - Plans include enhancing technical capabilities through talent acquisition and investment in leading teams and companies to strengthen overall competitiveness [3] Group 5: Talent Acquisition and Incentives - The company recognizes the importance of high-caliber talent for R&D and innovation, optimizing working conditions and compensation to attract skilled professionals [4] - Initiatives include stock incentive plans launched in late 2020 and November 2022, aimed at binding key personnel's interests with the company's long-term growth [4]