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中航重机:系统展示“十五五”战略主线,强化资本市场沟通机制
Core Viewpoint - The company showcased its capabilities in industry chain integration, technological innovation, and market expansion during a recent investor event, emphasizing its long-term value to the capital market [2]. Group 1: Company Strategy and Development - The company plans to focus on aviation and deepen its "three new patterns" while consolidating its "four major projects" during the 14th Five-Year Plan period [2]. - It aims to promote the integrated capability of "design-research-manufacturing" and build a new industrial system that includes cost control, forward design, and testing validation [2]. - The company is expanding its industrial capabilities from raw materials to components and extending its reach from aviation to national defense, with plans to replicate its model in global markets [2]. Group 2: Commercial Aerospace and Civil Aviation - The company has established a stable supply chain system in the commercial aerospace sector, providing key structural components for various commercial rockets [3]. - It is fully integrated into the domestic large aircraft and international mainframe subcontracting systems, collaborating with major international companies like Boeing and Airbus [3]. - The company is accelerating the construction of projects like the Guiyang Aviation Industrial Park to create a full lifecycle service system covering design, manufacturing, delivery, and maintenance [3]. Group 3: Gas Turbine and High-End Thermal Management - The company has made significant progress in the gas turbine business, forming stable supply partnerships with international clients such as GE and Siemens Energy, with overseas revenue exceeding 100 million yuan by Q3 2025 [3]. - It is enhancing product development and delivery capabilities to increase its share in the global supply chain amid rising domestic replacement demand [3]. - The company has successfully entered the microchannel liquid cooling heat exchanger market, leveraging its precision manufacturing and fluid control technology [4]. - Products have been validated in various high-end equipment sectors, and the company is pursuing technical collaborations with leading data center and new energy vehicle companies [4]. Group 4: Communication with Capital Markets - The recent investor event strengthened the professional communication mechanism between the company and the capital market, showcasing its multi-business collaboration under the "general aviation basic structure" strategy [4]. - The company emphasizes the importance of technological innovation and seeks opportunities amid market challenges to achieve sustainable development through enhanced core competitiveness [4].