Group 1: Company Development Strategy - The company has established a five-year development strategy focusing on special application electronics and materials, emphasizing market expansion and resource capability building [2][3]. - The revenue from special application communication currently dominates, while radar, enemy identification, and electronic countermeasure sectors have significant growth potential [2][3]. Group 2: Market Expansion and Product Development - The company aims to enhance market research and application scenarios for its thermal barrier coating and wave-absorbing composite materials, which have shown promising progress [3][4]. - Continuous investment in high-level talent and technology development is crucial for maintaining competitive advantages in existing business areas [3][5]. Group 3: Financial and Operational Outlook - The management team believes that the special application electronics sector presents historical development opportunities, with a clear market growth potential over the next 5-10 years [3][4]. - The company has maintained a strong project reserve, with over 100 new product development projects annually since 2017, peaking at over 170 in 2021 [3][4]. Group 4: Incentives and Team Stability - The company has implemented equity incentive plans to ensure team stability and align interests between management and core employees [5][6]. - A performance evaluation system based on contributions and a focus on long-term growth value are key components of the company's incentive strategy [6].
新劲刚(300629) - 2022年12月28日投资者关系活动记录表