中无人机(688297) - 投资者关系活动记录表（2024年3月）

Group 1: Market Opportunities and Product Development - The company has completed product system deliveries for domestic users, including the Haiyan I and Haiyan II drones, which are based on the Wing Loong series [2][4] - The domestic civil market is expanding, with increasing demand driven by favorable policies such as the "national debt" project and low-altitude economy initiatives [4][5] - The company is actively researching and developing small drones under 1 ton to meet low-altitude economic needs, leveraging its extensive data resources [4][5] Group 2: Financial Performance and Market Strategy - The company anticipates steady growth in the domestic market, benefiting from the expanding application scenarios of drones in both military and civilian sectors [5][6] - The gross profit margin is expected to decline in 2023 due to a higher proportion of domestic sales, which typically have lower margins compared to military trade [6][6] - The company is implementing cost control measures, including a "low-cost sustainable development plan" and enhancing supply chain management to improve cost efficiency [5][6] Group 3: New Product Launches and Innovations - New products include the Wing Loong-1E, Wing Loong-2D, and Wing Loong-3, with the latter being a high-altitude, long-endurance drone that has garnered significant interest from clients [4][5] - The company is focusing on collaborative operations between manned and unmanned systems, which is seen as a future trend in enhancing operational capabilities [6][6] Group 4: Military Trade Market Challenges - The military trade market is facing pressure due to increasing competition and geopolitical uncertainties, leading to a more cautious demand outlook [5][6] - The company plans to enhance market development efforts and accelerate new product development to meet evolving customer needs in the military sector [5][6]