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润贝航科(001316) - 2025年4月21日投资者关系活动记录表
001316LUBAIR AVIATION(001316)2025-04-21 13:38

Financial Performance - In 2024, the company achieved operating revenue of 909 million yuan, representing a year-on-year growth of 10.14% [2] - The net profit attributable to shareholders was 88.52 million yuan, a decrease of 4.16% compared to the previous year [2] - The company maintained a stable profit level despite a 56% increase in equity incentive expenses [2] Business Development - The revenue from domestic production business grew by 27.64% year-on-year [2] - R&D expenses increased by 63.08% compared to 2023 [2] - By the end of 2024, approximately 2,400 part numbers had passed the relevant airworthiness certification from the Civil Aviation Administration of China [2] Strategic Initiatives - The company will continue to implement a "dual-engine" strategy of distribution and self-research in aviation equipment [2] - Plans to accelerate digital transformation and enhance overall operational efficiency [2] - The company aims to improve the competitiveness, sales scale, and profit margins of self-researched aviation equipment products [2] Market Adaptation - The company is focused on closely monitoring policy and industry dynamics to mitigate the impact of external environmental changes [4] - Strategies include improving product structure, expanding unaffected part numbers, and developing new businesses [6] - The sales team has established agreements with major clients to adjust prices in response to external changes, ensuring communication flexibility [6] Product Development - The company has developed a competitive advantage in aviation materials and airworthiness certification systems [5] - Current sales of domestic aviation equipment primarily target airlines and aircraft maintenance companies, with products that can replace original equipment from Boeing and Airbus [5] - The company has established a range of domestically produced aviation equipment, including cabin components and high polymer materials [5] International Expansion - The company maintains an international development perspective, with a Hong Kong subsidiary responsible for overseas customer development and service [8] - The overseas business team is exploring localized service models for domestic aircraft in international markets [8]