中无人机(688297) - 投资者关系活动记录表（2024年6月）

Group 1: Product Development and Market Strategy - The company is actively developing multiple models of drones under 1 ton, with some projects already achieving their first flight [2] - The company is preparing for bidding on national debt projects and other market opportunities, aiming to capture market chances [3] - The company has a strong sales order pipeline and is enhancing communication with customers to better understand market demands [3] Group 2: Competitive Advantages - The Wing Loong series drones have proven reliability through practical testing, and the company has established application research capabilities to adapt products to user needs [3] - The company benefits from a robust supply chain supported by the Aviation Industry Corporation of China, with both state-owned and private suppliers enhancing flexibility and cost control [3] - The pricing mechanism for drone systems is customized based on project specifics, considering costs, user demands, and market competition [3] Group 3: Market Outlook and Financial Performance - The company expects steady growth in the domestic market due to expanding applications of drones in both military and civilian sectors, supported by policies like the national debt project [4] - The production capacity is planned to meet an annual output of 200 aircraft, with ongoing improvements in manufacturing efficiency [4] - The company anticipates stable operational performance in 2024, although delays in domestic order fulfillment may impact production and delivery plans [5]