证券日报网讯 1月12日，新广益在互动平台回答投资者提问时表示，公司成立20多年来，一直专注于高 性能功能材料的研发和创新，走出了一条从无到有，从小到大的自主创新发展之路。未来，公司将专注 于企业自身发展，把企业做扎实，继续坚持自主创新发展，积极利用资本市场优势，拓宽发展赛道。以 稳健的经营，可持续的发展，良好的业绩回报股东和投资者！ （文章来源：证券日报） ...

Group 1 - The company is currently focused on three main business areas: automotive components, oil and gas equipment, and high-performance functional materials [1] - The company is monitoring strategic emerging industries such as commercial aerospace, leveraging its technological expertise and market conditions to identify suitable market opportunities [1] - The company will promptly announce any significant events, such as further capital operations, in accordance with information disclosure requirements [1]

航天智造全资子公司航天模塑在汽车内外饰件领域具有产业布局、研发技术、客户资源与内部管理等明 显竞争优势，客户包括吉利汽车、长安汽车、一汽集团、广汽乘用车、奇瑞汽车、比亚迪汽车等多家国 内主流整车厂商及全球知名的汽车零部件一级供应商，与华为鸿蒙智行等新能源主流品牌建立了良好合 作关系。 "公司在持续关注国内商业航天领域的最新发展状况。"航天智造表示，公司实际控制人航天科技 （000901）集团已围绕商业航天等战略性新兴产业开展战略研究与规划布局。控股股东四川航天技术研 究院(简称"航天七院")作为航天科技集团旗下以航天为本的大型高科技企业集团，是我国航天重大装备 批生产基地、宇航产品研制生产基地和重要航天产品配套协作基地。航天七院部分所属企业已经向商业 航天相关企业供应相关航天产品。 目前，公司暂未参与商业航天相关项目，也未向相关企业供应产品。作为航天七院所属上市公司，未来 公司将持续关注商业航天产业发展动态，利用自身核心优势，发挥上市公司平台作用，努力寻求市场机 会，积极参与该行业。 航天智造（300446）12月25日接待了华夏基金、长城基金、太平养老基金及中银基金的调研。 航天智造2025年前三季度实现营 ...

Group 1: Financial Performance - The company achieved a revenue of CNY 6.707 billion in the first three quarters, representing a year-on-year growth of 22.01% [3] - The net profit attributable to shareholders reached CNY 651 million, with a year-on-year increase of 21.43% [3] - The automotive parts business saw a revenue growth of 25% due to the increase in sales from major clients [3] Group 2: Market Trends and Client Relationships - The automotive industry maintained growth, with passenger car sales reaching 21.246 million units, a year-on-year increase of 13.7%, and new energy vehicle sales at 1.128 million units, up 34.9% [3] - The company has established strong partnerships with major domestic automotive manufacturers and emerging players like Huawei [3] Group 3: Business Adjustments and Future Plans - The company is adjusting its military explosive materials automation upgrade project due to evolving warfare and technology, with production expected to be operational by September 30, 2026, generating an estimated annual revenue of CNY 150.027 million [4] - The oil and gas equipment sector is projected to achieve sales of CNY 546 million in 2024, with a net profit of CNY 238 million, including military product revenue of CNY 9.7446 million [4] Group 4: Technological Advancements - The company has made significant advancements in high-temperature and high-pressure perforation technology, breaking international monopolies and achieving domestic leadership [5] - The developed technologies are now applied in deep well perforation operations, setting a global record for the deepest perforation [5] Group 5: Strategic Development - The company is focusing on a "1334" development strategy aimed at becoming a world-class aerospace intelligent equipment manufacturer [4] - There are considerations for implementing equity incentives to align employee interests with company growth [6]

Group 1: Financial Performance - The company achieved a revenue of 6.51 billion yuan in the first three quarters, representing a year-on-year growth of 22.01% [2] - The total operating income for the first three quarters was 67.07 billion yuan, with a year-on-year increase of 21.43% [2] - The automotive parts business saw a sales revenue growth of 25% due to the increase in vehicle sales, with a total of 21.24 million passenger cars sold, a 13.7% increase year-on-year [3] Group 2: Business Segments - The company’s military explosives business generated revenue of 673.38 million yuan in the first half of 2025, marking a 6.96% increase compared to the same period last year [4] - The oil and gas equipment business maintained stable sales revenue, while the high-performance functional materials segment experienced a decline due to the impact of electronic ticketing in the railway sector [3] - The company is focusing on upgrading its military explosives automation project, with an expected annual revenue of 150.03 million yuan upon reaching full production by September 30, 2026 [3] Group 3: Strategic Initiatives - The company has proposed a "1334" development strategy aimed at becoming a world-class aerospace intelligent equipment manufacturing enterprise [5] - The company plans to enhance its market development, technological innovation, and integrated development to improve operational quality and core competitiveness [7] - The company is exploring opportunities in low-altitude economy and robotics, leveraging its existing relationships with major automotive clients [9] Group 4: Market Position and Technology - The company has established strong partnerships with leading domestic automotive manufacturers and emerging players in the new energy vehicle sector [3] - The company’s subsidiary has developed advanced technologies in high-temperature and high-pressure perforation, achieving a record for the deepest perforation in the world [6] - The company is positioned as a leader in the domestic oil and gas industry, with significant advancements in key technologies that have broken international monopolies [7] Group 5: Investor Relations and Value Management - The company emphasizes enhancing long-term investment value and core competitiveness as part of its market value management strategy [8] - The company is committed to increasing cash dividends and improving investor relations through various communication channels [8]

Group 1 - The company, Aerospace Intelligent Manufacturing, announced the acquisition of 43 patent certificates, including 7 invention patents, 33 utility model patents, and 3 design patents [1][1][1] - The patents cover technologies such as multilayer films and photosensitive resin compositions for dual-wavelength exposure [1][1][1] - As of the report, the company's market capitalization is 17.8 billion yuan [1][1][1] Group 2 - For the fiscal year 2024, the company's revenue composition is as follows: 90.0% from automotive parts, 7.01% from oil and gas equipment, and 2.99% from high-performance functional materials [1][1][1]

Financial Performance - The company achieved a revenue of CNY 6.707 billion in the first three quarters of 2025, representing a year-on-year growth of 22.01% [2] - The net profit attributable to shareholders reached CNY 651 million, with a year-on-year increase of 21.43% [2] - The automotive parts business saw a sales revenue growth of 25% due to the overall growth in the automotive industry, with passenger car sales reaching 21.246 million units, up 13.7% year-on-year [3] Business Segments - The oil and gas equipment segment maintained stable sales, with revenue remaining flat compared to the previous year, supported by advancements in key technologies [3] - The high-performance functional materials segment experienced a decline in performance due to the full electronicization of train tickets, but the company is accelerating market transformation [3] Technological Advancements - The company’s subsidiary, Aerospace Energy, has maintained over 30 years of collaboration with major domestic oil companies, supplying key products for deep-sea oil and gas extraction [4] - Breakthroughs in non-elastic sealing and high-temperature high-pressure perforation technologies have positioned the company as a leader in the domestic market, contributing to the development of deep-sea oil and gas resources [4][5] Military Products - The military explosives automation upgrade project is being adjusted due to evolving warfare and technology, with an expected annual revenue of CNY 150 million upon completion by September 30, 2026 [5][6] - Military product revenue for the first half of 2025 was CNY 6.734 million, reflecting a growth of 6.96% year-on-year [6] Future Strategies - The company is considering implementing an employee stock ownership plan to align interests and risks between employees and the company, aiming for rapid and high-quality development [6] - The company has proposed a "1334" development strategy to become a world-class aerospace intelligent equipment manufacturing enterprise [6]

Financial Performance - The company achieved a revenue of 4.163 billion yuan in the first half of 2025, representing a year-on-year growth of 8.65% [2] - The net profit attributable to shareholders reached 390 million yuan, with a year-on-year increase of 1.2% [2] - In the automotive parts sector, sales revenue grew by 9.88% in the first half of 2025 [3] - The automotive industry saw a cumulative sales volume of 18.384 million passenger vehicles, a year-on-year increase of 13.8%, while new energy vehicle sales reached 9.62 million, up 36.7% [2] Oil and Gas Equipment Business - The company maintains a leading position in key technologies such as shale gas cluster perforation, achieving a sales revenue of 221 million yuan in the first half of 2025 [3] - The domestic market share for shale gas perforation equipment exceeds 80%, supported by over 30 years of collaboration with major state-owned oil companies [3] - The company has developed a comprehensive range of perforation and completion products, integrating technology from special energy, precision machinery, and intelligent control [3][4] Military Products - Military product revenue for the first half of 2025 was 6.7338 million yuan, reflecting a year-on-year growth of 6.96% [5] - The company aims to build a world-class aerospace intelligent equipment manufacturing enterprise as part of its "1334" development strategy [5] Market and Value Management - The company plans to focus on core business areas, enhancing market development, technological innovation, and integrated development to improve operational quality [5] - It aims to increase cash dividends in line with regulatory requirements and company policies, enhancing shareholder returns [5] - The company is considering implementing an employee stock ownership plan to align interests between employees and the company [6] Future Opportunities - The company anticipates new growth opportunities in the oil and gas equipment sector due to further exploration and development of unconventional oil and gas resources, supported by favorable policies [4]

Core Viewpoint - The company has not yet applied its high-performance functional materials in aerospace, aviation, or satellite technology sectors [1] Group 1 - An investor inquired about the application of the company's high-performance functional materials in high-demand technology fields such as aerospace and satellites [1] - The company responded on September 10, indicating that its high-performance functional materials are currently not utilized in aerospace, aviation, or satellite sectors [1]

Core Viewpoint - Aerospace Intelligence (航天智造) reported a moderate increase in revenue and net profit for the first half of 2025, with concerns regarding accounts receivable and declining profit margins [1][2]. Financial Performance - Total revenue for the first half of 2025 reached 4.163 billion yuan, an increase of 8.65% year-on-year [1]. - Net profit attributable to shareholders was 392 million yuan, up 1.2% year-on-year [1]. - In Q2 2025, total revenue was 2.008 billion yuan, a year-on-year increase of 3.73%, while net profit decreased by 6.48% to 206 million yuan [1]. - The gross margin was 19.38%, down 8.33% year-on-year, and the net margin was 10.84%, down 3.78% year-on-year [1]. - The company’s accounts receivable accounted for 222.43% of the latest annual net profit, indicating a significant concern regarding cash flow [1][3]. Key Financial Metrics - The company’s operating cash flow per share was 0.38 yuan, a decrease of 16.01% year-on-year [1]. - Earnings per share remained stable at 0.46 yuan, reflecting a slight increase of 1.18% year-on-year [1]. - The total liabilities decreased significantly by 70.92% to 86.9 million yuan [1]. - The company’s net assets per share increased by 11.75% to 6.4 yuan [1]. Business Segments - The automotive parts business saw a revenue increase of approximately 10%, benefiting from a 13% year-on-year growth in passenger car sales [4]. - The oil and gas equipment segment maintained performance compared to the previous year, while the high-performance functional materials segment experienced a decline due to market changes [4].