Sinofibers(SZ:300777) Zheng Quan Shi Bao Wang·2025-11-06 11:40Core Viewpoint - Zhongjian Technology (300777) has signed a procurement contract worth 563 million yuan with Client A, representing 69.34% of the company's audited revenue for the most recent fiscal year, indicating strong demand for its carbon fiber products in the aerospace sector [1][2]. Group 1: Contract Details - The contract is a routine business agreement for carbon fiber and carbon fiber fabrics, essential materials for high-performance applications in aerospace and defense [1]. - The company has a strong customer base primarily consisting of large domestic aerospace enterprises, which ensures a concentrated and stable demand for its products [1]. Group 2: Financial Performance - In the first three quarters of 2025, Zhongjian Technology achieved a revenue of 684 million yuan, a year-on-year increase of 28.46%, and a net profit attributable to shareholders of 290 million yuan, up 25.45% [2]. - The company is currently fulfilling 2.1 billion yuan in orders, primarily for the ZT7 series products, while the ZT9 series is being supplied as planned [2]. Group 3: Strategic Implications - The signing of the contract reflects the client's high recognition of the quality stability, timely supply, and service capabilities of the company's new generation of carbon fiber products [2]. - The company aims to leverage this contract to enhance its product diversification and expand applications in various fields, thereby solidifying its market position and exploring new markets [2].