智通财经APP讯，航天智造(300446.SZ)发布2025年度业绩预告，预计全年归属于上市公司股东的净利润 7.92亿元至9.1亿元，同比增长0%-15%。 2025 年公司坚持稳中求进、以进促稳的工作主基调，营业收入实现超过10%的增长，因市场竞争加 剧，导致毛利率同比下降，利润增速低于收入增速。本年度非经常性损益对归属于上市公司股东的净利 润影响金额约为1亿元，上年度为3,624万元，主要系非流动性资产处置收益增加所致。其中，公司间接 全资子公司成都航天模塑南京有限公司因政府征迁，本年度完成搬迁后确认非流动性资产处置收益约 6,300万元。 ...

（编辑 楚丽君） 证券日报网讯 1月15日，航天智造在互动平台回答投资者提问时表示，公司致力于将航天技术应用于民 用产业，并将航天火工技术和航天模具技术分别应用于油气装备领域和汽车零部件领域，并利用智能制 造技术对传统产业进行升级，从而践行了"航天+"和"智能制造"的融合发展路径。 ...

Core Viewpoint - The company, Aerospace Intelligent Manufacturing (300446.SZ), projects a net profit attributable to shareholders of between 792 million to 910 million yuan for the year 2025, indicating a year-on-year growth of 0.00% to 15.00% [1] Financial Performance - The net profit after deducting non-recurring gains and losses is expected to be between 680 million to 793 million yuan, reflecting a year-on-year decline of 10.00% to an increase of 5.00% [1] - The company aims for over 10% growth in operating revenue for 2025, although the gross profit margin is expected to decline year-on-year due to intensified market competition, resulting in profit growth lagging behind revenue growth [1] Non-Recurring Gains - Non-recurring gains are anticipated to impact the net profit attributable to shareholders by approximately 100 million yuan, compared to 36.24 million yuan in the previous year, primarily due to increased gains from the disposal of non-current assets [1] - The indirect wholly-owned subsidiary, Chengdu Aerospace Molding Nanjing Co., Ltd., recognized a non-current asset disposal gain of about 63 million yuan following its relocation due to government requisition [1]

证券日报网讯1月15日，航天智造（300446）在互动平台回答投资者提问时表示，公司在中长期战略规 划中明确了公司的战略定位"植根航天，面向军民的智能装备与服务提供商"。公司将坚持融合化发展， 加快推进技术与应用向"航天+"、融合领域拓展，产品向电子化延伸，制造向智能化转变。 ...

Group 1 - The company expects a net profit for the fiscal year 2025 to be between 792 million to 910 million yuan, representing a year-on-year growth of 0.00% to 15.00% [1] - The projected operating revenue for 2025 is estimated to be between 8.559 billion to 9.337 billion yuan [1] - The company aims to achieve over 10% growth in operating revenue while maintaining a steady approach, although increased market competition is expected to lead to a decline in gross margin year-on-year, resulting in profit growth lagging behind revenue growth [1]

证券代码：300446 证券简称：航天智造 公告编号：2026-003 航天智造科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 重要提示： 本次业绩预告相关数据是公司财务部门初步测算的结果，未 经注册会计师预审计。 本次业绩预告是公司财务部门初步测算的结果，具体财务数 据公司将在 2025 年年度报告中详细披露，敬请广大投资者谨慎 决策，注意投资风险。 五、备查文件 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：自愿性业绩预告 二、与会计师事务所沟通情况 本次业绩预告未经注册会计师预审计。公司就本次业绩预告 与为公司提供年度审计服务的会计师事务所进行了预沟通，公司 与会计师事务所在本次业绩预告方面不存在分歧，具体财务数据 以公司披露的 2025 年年度报告为准。 1 单位：万元 项 目 本会计年度 上年同期 归属于上市公司股东的 净利润 79,171.41 ～ 91,047.12 79,171.41 比上年同期增长 0.00% ～ 15.0 ...

格隆汇1月15日丨航天智造(300446.SZ)在投资者互动平台表示，公司业务不涉及3D打印。 （原标题：航天智造(300446.SZ)：公司业务不涉及3D打印） ...

Market Overview - The automotive parts sector experienced a decline of 1.63% on January 13, with Aerospace Intelligence leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Top Performers in Automotive Parts Sector - Wenkelan (300816) saw a significant increase of 15.02%, closing at 69.00 with a trading volume of 92,000 shares and a transaction value of 660 million [1] - Kuntai Co. (001260) rose by 9.99%, closing at 22.02 with a trading volume of 87,100 shares and a transaction value of 186 million [1] - Meihu Co. (618309) increased by 8.30%, closing at 37.70 with a trading volume of 558,600 shares and a transaction value of 2.093 billion [1] Underperformers in Automotive Parts Sector - Aerospace Intelligence (300446) dropped by 12.02%, closing at 27.00 with a trading volume of 843,500 shares and a transaction value of 2.318 billion [2] - Aerospace Science and Technology (000901) fell by 10.00%, closing at 31.50 with a trading volume of 730,100 shares and a transaction value of 2.321 billion [2] - Tianpu Co. (605255) also decreased by 10.00%, closing at 176.60 with a trading volume of 10,400 shares and a transaction value of 184 million [2] Capital Flow Analysis - The automotive parts sector experienced a net outflow of 6.473 billion from institutional investors, while retail investors saw a net inflow of 5.193 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Meihu Co. (618309) had a net inflow of 270 million from institutional investors, while retail investors experienced a net outflow of 98.51 million [3] - Zhejiang Shibao (002703) saw a net inflow of 165 million from institutional investors, with retail investors also facing a net outflow of 42.48 million [3] - North Special Technology (603009) recorded a net inflow of 126 million from institutional investors, while retail investors had a net outflow of 114 million [3]

Group 1: Market Observation - The three major indices experienced a strong upward trend, with the Shanghai Composite Index surpassing 4100 points and total trading volume exceeding 30 trillion, indicating a robust market structure [1] - The Vice Chairman of the China Securities Regulatory Commission, Chen Huaping, emphasized the need to improve the institutional environment for long-term investments and to enhance the effectiveness of regulatory enforcement [1] - As of the end of last year, various long-term funds held approximately 23 trillion yuan in A-share market value, a 36% increase from the beginning of the year, while equity fund sizes grew from 8.4 trillion yuan to around 11 trillion yuan [1] Group 2: SpaceX and Satellite Deployment - The FCC approved SpaceX's application to deploy an additional 7,500 second-generation Starlink satellites, increasing the total number of operational second-generation satellites to 15,000 [4] - SpaceX is required to launch at least 50% of the approved second-generation satellites by December 1, 2028, and complete the deployment of the remaining satellites by December 31, 2031 [4] Group 3: Chinese Satellite Industry - The Radio Innovation Institute was established in Xiong'an New Area, involving seven organizations, including China Electronics Technology Group and China Satellite Network Group, to support the development of China's satellite internet [5] - China Electronics Technology Group is deeply involved in the construction of low-orbit satellite internet constellations, covering the entire industry chain from satellite manufacturing to application services [6] - Key companies in the industry include GuoBo Electronics, which is a leading supplier of T/R components for phased array radars, and Chengchang Technology, which focuses on T/R chip design and production [11][8] Group 4: Neuralink and Market Impact - Neuralink announced plans to start large-scale production of brain-machine interface devices in 2026, which is expected to significantly reduce surgical risks and accelerate technology adoption [18] - Following this announcement, A-shares saw widespread price increases, with several stocks hitting their daily limit [18][19] Group 5: Competitive Market Dynamics - The market for brain-machine interface technology is characterized by strong news-driven volatility, with initial surges followed by differentiation among stocks [17][26] - Companies like Pulite and Sanbo Brain Science have seen significant stock performance due to their involvement in both brain-machine interface and commercial space sectors [21][28]

Core Viewpoint - The A-share market's photolithography machine sector showed strong performance on January 8, with several companies experiencing significant stock price increases [1]. Group 1: Stock Performance - Tongcheng New Material and Pulite both reached the daily limit increase of 10% [1]. - Woge Optoelectronics and Huate Gas saw increases of over 6%, while Aerospace Intelligent Manufacturing rose over 5% [1]. - Other companies such as Changqing Technology, Guofeng New Material, Antai Technology, and Jushi Chemical experienced increases of over 4%, with Nanda Optoelectronics rising over 3% [1]. Group 2: Company Data - Tongcheng New Material (603650) had a market cap of 35 billion and a year-to-date increase of 28.52% [2]. - Pulite (002324) had a market cap of 26.1 billion and a year-to-date increase of 46.47% [2]. - Woge Optoelectronics (603773) had a market cap of 8.299 billion and a year-to-date increase of 4.41% [2]. - Huate Gas (688268) had a market cap of 8.479 billion and a year-to-date increase of 22.81% [2]. - Aerospace Intelligent Manufacturing (300446) had a market cap of 23.7 billion and a year-to-date increase of 10.50% [2]. - Changqing Technology (603125) had a market cap of 7.951 billion and a year-to-date increase of 16.35% [2]. - Guofeng New Material (000859) had a market cap of 11.6 billion and a year-to-date increase of 28.16% [2]. - Antai Technology (000969) had a market cap of 24.6 billion and a year-to-date increase of 11.38% [2]. - Jushi Chemical (688669) had a market cap of 3.153 billion and a year-to-date increase of 11.83% [2]. - Chip Source Micro (688037) had a market cap of 39.9 billion and a year-to-date increase of 33.32% [2]. - Nanda Optoelectronics (300346) had a market cap of 39.5 billion and a year-to-date increase of 33.38% [2]. - Kema Technology (301611) had a market cap of 49.2 billion and a year-to-date increase of 31.52% [2].