中科海讯(300810) - 300810中科海讯投资者关系管理信息20250424

Group 1: Industry Overview - The company operates in the special electronic information industry, focusing on sonar equipment for underwater detection and communication [3] - Sonar equipment is a core technology for deep-sea exploration and is crucial for enhancing national marine capabilities [3] - The industry is supported by national policies and is classified as a strategic emerging industry [3][4] Group 2: Financial Performance - In 2024, the company's revenue reached 239.71 million yuan, a 45.65% increase from the adjusted revenue of 164.58 million yuan in the previous year [3] - The net profit attributable to shareholders was -26.14 million yuan, indicating a significant reduction in losses compared to the previous year [3] Group 3: Future Growth Prospects - The company plans to leverage its core technologies for industrial application, focusing on product performance optimization and expanding application scenarios [4] - The development of unmanned systems, artificial intelligence, and big data technologies presents opportunities for product functionality and performance enhancement [4] - Key R&D directions include intelligent marine information equipment, new signal processing devices, simulation training systems, and big data systems [4] Group 4: Market and Strategic Positioning - The company is currently focused on domestic operations, with no immediate impact from the US-China trade war [5] - There are plans to expand into civilian products, particularly in the marine equipment sector [6] - The growth of China's shipbuilding industry, with double-digit growth in key indicators, is expected to benefit the marine equipment sector and the company's business [6] Group 5: Challenges and Mitigation Strategies - Continuous losses are attributed to credit impairment losses and adjustments in variable pricing estimates [6] - The company aims to improve cash flow by enhancing accounts receivable collection and reducing bad debt risks [6] - Efforts will be made to accelerate payment cycles and improve operational efficiency [6]