富士达(835640) - 投资者关系活动记录表

Group 1: Company Overview and Investor Relations Activity - The investor relations activity was an earnings briefing held on May 29, 2024, at the company's industrial base in Xi'an [2] - The meeting was attended by the company's management team, including the General Manager and financial executives [2] Group 2: Future Growth Points - Future growth will focus on enhancing core products like RF connectors and cables, expanding market share [4] - The company plans to develop new products in areas such as ceramic shells, commercial satellites, and 5G-A/6G technologies [4] - Collaboration with the controlling shareholder, AVIC Optoelectronics, will be emphasized to leverage mutual strengths [4] Group 3: Barriers in Aerospace Connector Products - Aerospace connectors require high safety and reliability standards, necessitating deep understanding of complex environments [5] - A complete quality certification system is essential, covering various quality levels [5] - Experience with multiple models in orbit and comprehensive testing capabilities are critical for customer trust [5] Group 4: Civilian Product Development - The company aims to upgrade existing communication base station products and expand into 5G-A antennas and satellite internet [6] - Focus will also be on smart networking, medical devices, and rail transportation sectors [6] - International market expansion is expected to drive growth in the civilian sector [6] Group 5: Defense Sector Orders - Orders in the defense sector have decreased year-on-year in Q1 2024, but new R&D projects are expected to boost future demand [7] Group 6: HTCC Product Layout Progress - The company has completed the layout of equipment production lines and processes for HTCC products [9] - Customer certification and small batch orders are underway, establishing a foundation for future production [9] Group 7: Value Management and Compliance - The company will align with the State-owned Assets Supervision and Administration Commission's requirements for value management [9] - Commitment to high-quality development and transparent communication with investors is emphasized [9]