Naruida(688522)2024-11-14 09:54Group 1: Company Overview - The company introduced its basic situation, core products, market expansion, and development strategy during the investor relations activity [2] - The company is a pioneer in the industrialization of dual-polarization active phased array radar technology, primarily producing X-band dual-polarization radar and related software and hardware products [4] Group 2: Product Showcase at Zhuhai Airshow - The company showcased five multifunctional active phased array radars at the 15th China Airshow from November 12 to 17, 2024, including Ku-band dual-polarization radar and mobile emergency command vehicles [2][3] - Participation in the airshow aims to enhance brand influence and provide a platform for potential customers to understand the company [3] Group 3: Market Potential and Trends - The low-altitude economy is identified as a new industry with significant development potential, with the company planning to expand its applications in various fields [3] - The company holds a positive outlook on the market space for meteorological detection and water conservancy sectors over the next 2-3 years, driven by national policies on disaster prevention and reduction [6][7] Group 4: Financial Performance and Order Trends - The company has signed numerous contracts this year, but revenue recognition is contingent upon the completion of specific project milestones, which may affect the fourth-quarter performance [8] - The company’s research and development personnel accounted for 47.35% of the total workforce as of June 30, 2024, indicating a stable talent retention strategy [7] Group 5: Competitive Advantages - The company’s products benefit from a unique dual-polarization technology that allows for lower costs and improved detection capabilities, enhancing market competitiveness [5] - The company is actively expanding its market share in meteorological and water conservancy sectors, leveraging its technological advantages [4][6]