GLAVI(SZ:300900) Zheng Quan Shi Bao Wang·2025-09-03 11:28Group 1 - Guanglian Aviation held a roadshow on September 2, 2025, with participation from various investors, showcasing its involvement in major aircraft manufacturing projects approved by the state, including being a supplier for the C919 large passenger aircraft and the AG600 amphibious aircraft assembly line [1] - The company has established a comprehensive production base in key aviation provinces such as Harbin, Shenyang, Xi'an, and Chengdu, embedding itself deeply into the regional aviation industry ecosystem and aligning with local manufacturers' R&D needs [1] - In the first half of 2025, Guanglian Aviation reported stable growth, achieving operating revenue of 577 million yuan, a year-on-year increase of 26.64%, and a net profit attributable to shareholders of 55.84 million yuan, up 36.97%, with R&D investment reaching 33.59 million yuan [1] Group 2 - The company focuses on high-end, intelligent, and green transformation in manufacturing, emphasizing a dual-driven approach with aerospace tooling and components, as well as drone business, while also expanding into emerging fields like marine and commercial aerospace [2] - Guanglian Aviation leverages its precision manufacturing technology and integrated R&D capabilities to deepen its industrial layout and resource integration, particularly in the commercial aerospace sector, developing key components for launch vehicles and spacecraft [2] - The company aims to enhance its core technological advantages and optimize its business structure to capture industry development dividends, striving for a synergistic increase in operational scale and profitability [2] Group 3 - The marine business is a key area for expansion in 2025, focusing on unmanned vessels and underwater vehicles, utilizing lightweight design and composite materials for innovative applications in hull structures [3] - Guanglian Aviation's competitive advantage stems from its dual barriers of cross-domain technology transfer and full-chain capability construction, applying aerospace technology to marine equipment to improve performance and reduce development cycles [3] - The company plans to enhance its research and development investment in line with business progression, aiming to overcome material and process bottlenecks in lightweight and corrosion-resistant marine structures, supporting the upgrade of national marine equipment towards high-end and intelligent solutions [3]