HQTI(SH:688281) DT新材料·2025-12-25 16:05Core Viewpoint - The article highlights the strategic developments and market positioning of Huajin Technology in the advanced materials sector, particularly focusing on its recent contract in the aerospace industry and its comprehensive product offerings in special functional materials [1][2]. Group 1: Company Overview - Huajin Technology, established in 1992, is a national high-tech enterprise specializing in the research, production, and sales of special functional materials, including stealth, camouflage, and protection materials [2]. - The company has a diverse product portfolio that includes special functional materials, carbon fiber reinforced composites, special ceramic matrix composites, lightweight high-strength metals, high-performance resin materials, acoustic metamaterials, and high-temperature alloys/titanium alloys [2]. - Huajin Technology is one of the few domestic enterprises that comprehensively covers the research and production of stealth materials at various temperature ranges, with its self-developed "high-temperature long-life stealth material" recognized as a national manufacturing single champion product [2]. Group 2: Recent Developments - On December 24, Huajin Technology announced a framework procurement contract worth 254 million yuan (including tax) for special functional materials used in aircraft fuselage [1]. - This contract reflects the implementation of the company's "one core and two wings" strategic layout, with "one core" focusing on the aerospace engine and "two wings" expanding into aircraft fuselage and other high-end manufacturing sectors [1]. - In 2024, Huajin Technology achieved a revenue of 1.139 billion yuan and a net profit of 414 million yuan, marking its first breakthrough of 1 billion yuan in revenue [2]. - For the first three quarters of 2025, the company reported an operating revenue of 801 million yuan, representing a year-on-year growth of 8.63% [2].