银河电子(002519) - 银河电子2023年12月11日及12日投资者关系活动记录表

Group 1: Company Overview and Strategic Goals - The company is optimistic about the satellite internet industry and aims to leverage its partnership with GeSi Aerospace for satellite user terminal opportunities, promoting sustainable development [1] - The military products include technical support equipment, smart power distribution systems, and various subsystems for military vehicles, with stable cooperation established with different military branches [2] Group 2: Project Progress and Financials - The completion of the vehicle contract is expected by the end of 2023, with revenue recognition based on actual delivery [2] - The gross margin for vehicle-related business is lower compared to existing military subsystem products [2] - The sustainability of vehicle orders will depend on specific procurement plans from the military [2] Group 3: Technological Developments - The smart airport project focuses on intelligent upgrades, with current products including an unmanned inspection system and automated baggage handling system, which are undergoing testing [2] - The energy storage business includes commercial and residential storage solutions, with some products already developed and being marketed [3] - The microgrid business features mature products like microgrid controllers and energy management solutions, with increased market promotion efforts [3] Group 4: Future Plans - Future equity incentive plans will be developed based on the company's strategic planning and actual business conditions [3]