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中无人机(688297.SH)：预计军贸市场需求增长会比较缓慢

China Drone (688297.SH): Demand growth in the military trade market is expected to be slow

Gelonghui Finance ·  May 8 04:07

On May 8, Ge Longhui, China Drone (688297.SH) said when surveyed by specific targets that the profit side declined a lot in 2023, mainly because the company's military trade revenue declined, while domestic sales fell short of expectations. The share of military trade business in 2023 has decreased compared to last year. We originally expected the domestic market to have a large volume in 2023. This demand expectation has not been fully realized and is expected to be gradually realized in the next few years. In the international market, various factors, including the Russian-Ukrainian war, have caused the scope of application of drones to continue to expand. At the same time, the competitive landscape of the drone industry has changed markedly. From the Blue Ocean to the Red Sea, competition is becoming more intense. Turkey and other countries have risen to prominence in drone products, increasing the competitive pressure on the industry. Furthermore, considering that the international drone market is a mature market and is affected by complex factors such as geopolitics, we expect demand growth in the military trade market will be relatively slow.

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