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天微电子(688511.SH):军工企业产品通过设计定型到最终审计所需时间基本在3年以上

Tianwei Electronics (688511.SH): The time required for military enterprise products from design and finalization to final audit is basically more than 3 years

Gelonghui Finance ·  Jul 30, 2023 19:00

Gelonghui July 31When receiving a survey of institutional investors recently, 688511.SH said that there is a great uncertainty in the pricing time of military review, and it takes more than three years for the products of military enterprises to be finalized through design to the final audit, and its cycle and process are affected by various factors. The temporary pricing carried out by the company's military fire extinguishing and explosion suppression system refers to the winning price of the company in the unified bidding, and its formation is not directly agreed between the company and downstream customers, and has a certain market fairness. At the same time, from the point of view of the model price review that the company has participated in, there is little average difference between the approved price and the provisional price, and it is less likely that the company will have a large amount of negative revenue in the future. however, we do not rule out the occurrence of a sharp decline in the approved price compared with the provisional price due to special reasons.

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