格隆汇1月20日丨航天智造(300446.SZ)在互动平台表示，公司主营业务暂不涉及商业航天，请注意投资 风险。公司将首先立足于在汽车零部件、油气装备、高性能功能材料等领域积累的核心技术与产业链能 力，并充分发挥自身产业与技术优势，发挥资本运作平台作用，以建设世界一流航天智能装备制造企业 为中长期目标，积极寻找与商业航天产业链的协同点，逐步实现公司做强做优做大。 ...

Core Viewpoint - The company aims to become a world-class aerospace intelligent equipment manufacturing enterprise by leveraging its core technologies and industry chain capabilities in automotive parts, oil and gas equipment, and high-performance functional materials [1] Group 1: Company Strategy - The company plans to utilize its technological and industrial advantages to strengthen its position in the market [1] - The company is actively seeking synergies within the commercial aerospace industry chain to enhance its growth [1] - The long-term goal is to progressively strengthen, optimize, and expand the company [1]

Core Viewpoint - The company, Aerospace Intelligent Manufacturing, is focused on leveraging its core technologies and industry chain capabilities in sectors such as automotive components, oil and gas equipment, and high-performance functional materials to capitalize on opportunities in the commercial aerospace industry [1] Group 1: Company Strategy - The company aims to build a world-class aerospace intelligent equipment manufacturing enterprise as a long-term goal [1] - It plans to actively seek synergies with the commercial aerospace industry chain [1] - The company emphasizes the importance of its capital operation platform in achieving its strategic objectives [1]

Core Viewpoint - The company held a performance briefing for the first half of 2025, discussing its development strategy, business layout, order growth, and stock performance with investors [1] Group 1: Development Strategy - The company has proposed a "1334" medium to long-term development strategy aimed at becoming a world-class aerospace intelligent equipment manufacturing enterprise, focusing on professionalization, integration, and digital development [2] - The strategy includes building three core capabilities: industry adaptability, technological breakthroughs, and application expansion, while implementing a diversified business system and differentiated management model [2] Group 2: Business Focus - The company is positioned as the "smart manufacturing" main platform for the Aerospace Science and Technology Group, with a focus on automotive interior and exterior parts, oil and gas equipment, and military products [2] - In the automotive sector, the focus is on the intelligent and connected features of new energy vehicles, while in the oil and gas sector, the emphasis is on national energy security and deep-sea technology [2] Group 3: Revenue and Performance - In the first half of 2025, the company achieved an operating income of 4.163 billion yuan, an increase of 8.65% year-on-year, and a net profit of 451 million yuan, up 4.54% year-on-year [6] - The military product business generated revenue of 6.7338 million yuan, primarily for aerospace support [3] - The oil and gas equipment business reported sales revenue of 221 million yuan, a year-on-year increase of 0.38% [4] Group 4: Investor Relations and Stock Management - The company plans to enhance technological innovation, improve product added value, and reduce costs to boost operational quality, while also adhering to cash dividend requirements to strengthen shareholder returns [5] - Measures such as share buybacks and major shareholder increases may be implemented to stabilize stock prices [5]

Core Viewpoint - The company aims to build a world-class aerospace intelligent equipment manufacturing enterprise and is focused on steadily enhancing its strength and scale through the utilization of its public company platform [1] Financial Performance - In the first half of 2025, the company achieved an operating revenue of 4.163 billion yuan, representing a year-on-year increase of 8.65% [1] - The net profit for the same period was 451 million yuan, reflecting a year-on-year growth of 4.54% [1] - The attributable net profit to shareholders was 392 million yuan, which is a year-on-year increase of 1.2% [1] Corporate Governance - The company held a temporary shareholders' meeting on August 22 to elect new directors and subsequently held the 20th meeting of the fifth board of directors on August 25 to elect a new chairman [1] Stock Price Influences - The company's stock price has been affected by multiple factors, although specific details on these factors were not provided [1]

Group 1 - The company held a semi-annual performance briefing for 2025 on September 2, focusing on stock performance, market value management, business layout, and fundraising project progress [1] - The company acknowledged that stock prices are influenced by macroeconomic factors and industry policies, and plans to stabilize stock prices through improved operational quality, increased cash dividends, and effective investor relations management [1] - The company has temporarily postponed some fundraising projects due to market conditions, with a focus on enhancing capital efficiency in future project arrangements [1] Group 2 - The new Chengdu Aerospace Molding Nanjing Co., Ltd. automotive interior and exterior production project has begun trial operations, with planned production in September and an expected annual output of 1.2137 million sets, generating an estimated average annual revenue of 380 million yuan [1] - The company aims to build a world-class aerospace intelligent equipment manufacturing enterprise under its "1334" development strategy, with military product revenue of 673,380 yuan in the first half of 2025, accounting for 0.16% of total revenue, reflecting a year-on-year growth of 6.96% [1] - The automotive parts business collaborates with major manufacturers like Geely and Changan, while the oil and gas equipment business maintains long-term partnerships with companies such as PetroChina [1]