航天智造(300446.SZ)发布投资者关系活动记录表公告称，公司围绕 PCB（含FPC）用电子功能材料， 开发了压力测试膜、感光干膜、阻焊油墨、导电胶膜等一系列新产品，正在推动压力测试膜加快成为高 性能功能材料板块主导产品。其中，压力测试膜获得了河北省制造业"单项冠军"产品称号，与 京东 方、 天马微电子、 比亚迪等电子、半导体领域的龙头企业建立了稳定合作关系。展望未来，在 AI、 5G网络 通信、 新能源车等新科技应用持续带动下，预计未来五年PCB行业仍将稳步成长，公司PCB （含FPC）用电子功能材料市场前景可观。 ...

证券代码：300446 证券简称：航天智造公告编号：2025-049 航天智造科技股份有限公司 投资者关系活动记录表 投资者关系活动类别 特定对象调研 ☐分析师会议 ☐媒体采访 ☐业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他（请文字说明其他活动内容） 形式 现场网上☐电话会议 参与人员 泓德基金刘运昌、于浩成 民生证券 尹会伟 时间 2025年7月18日 地点 公司会议室 上市公司接待人员姓名 副总经理兼董事会秘书徐万彬先生 证券事务代表苏志革先生 投资者关系活动主要 内容介绍 1.公司2025年上半年业绩如何？ 答：您好，公司2025年上半年归母净利润预计同比增 长10%以内。 汽车零部件业务方面，2025年上半年，汽车行业保持 增长态势，乘用车累计销量达到1353.1万辆,同比增长 1 13%，其中国产品牌乘用车占比已达到68.5%。于此同时， 整车与零部件的竞争环境日益加剧，公司汽车零部件业务 销售收入同比增长约10%。公司油气装备业务方面，公司 在页岩气分簇射孔技术、超高温超高压射孔系统等关键技 术上继续保持领先地位，业绩基本与上年同期持平。高性 能功能材料方面，受火车票全面电子化影响，业 ...

证券代码：300446 证券简称：航天智造公告编号：2025-042 航天智造科技股份有限公司 投资者关系活动记录表 投资者关系活动类别 特定对象调研 ☐分析师会议 ☐媒体采访 ☐业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他（请文字说明其他活动内容） 形式 现场☐网上☐电话会议 参与人员 华福证券马卓群、陈嘉莹 信达澳亚杨光、刘华、张凯 人保养老倪子泰 中邮保险资管李柯宏 五矿鑫扬刘强 交银人寿资产曹锐钢 国泰财险曲南 众安保险高翔 时间 2025年6月19日 地点 公司会议室 上市公司接待人员姓名 副总经理兼董事会秘书徐万彬先生 投资者关系管理陈可欣女士 投资者关系活动主要 内容介绍 1.公司对2025年的业绩有何预期？ 1 3.2024年，公司汽车零部件业务占比最大，并且实现 了较快增长，该业务的核心竞争优势有哪些？ 答：您好，公司汽车零部件业务（航天模塑）客户基 本实现国内主流车企全覆盖，已形成较为完善的国内产业 布局，具备产业集群优势，具备与主机厂进行多类大型总 成同步开发的能力，先后被评为国家高新技术企业、四川 省汽车行业先进单位、成都汽车轻量化工程技术研究中 3 心，是中国模具行业标准 ...

Core Viewpoint - The company is experiencing significant growth in 2024, driven by innovation and strong performance in its automotive parts business, which has established partnerships with major automotive manufacturers and emerging players in the industry [1][2]. Group 1: 2024 Performance Drivers - The automotive parts segment has seen rapid growth, contributing to both revenue and profit increases, with major clients including Geely, Changan, FAW, Chery, GAC, and BYD [1]. - The revenue share of major assembly projects has increased to 67.97%, with a focus on integrated and modular capabilities [1]. - The company has developed innovative products in line with automotive intelligence trends, such as smart cockpits, and has a robust supply chain management system [1]. - The oil and gas equipment business has maintained stable growth, with domestic oil production increasing for eight consecutive years, and the company holds a market share of over 80% in certain key technologies [1][4]. - The high-performance functional materials segment has expanded, with a 14.05% revenue increase, driven by partnerships with leading companies like BOE and BYD [1]. Group 2: 2025 Outlook - The company anticipates steady growth in 2025, supported by government subsidies for the automotive sector and a predicted 4.7% increase in total vehicle sales, with a 24.4% rise in new energy vehicle sales [2]. - The oil and gas equipment sector is expected to benefit from national strategies focusing on energy security and the development of deep-sea resources [2][4]. - The high-performance functional materials market is projected to grow, despite challenges in certain areas, as the company shifts focus to pressure testing membranes and other electronic materials [2]. Group 3: Strategic Initiatives - The company is enhancing its customer base in the new energy vehicle sector, with 72% of new projects related to this market [3]. - In deep-sea technology, the company has established long-term partnerships with major oil companies and is advancing key technologies for deep-sea oil and gas extraction [3][4]. - The company is implementing various measures for market value management, including governance improvements and investor relations strategies [4]. Group 4: Financial Performance - In Q1 2025, the company reported a main revenue of 2.155 billion yuan, a year-on-year increase of 13.66%, and a net profit of 186 million yuan, up 11.3% [5]. - The company maintains a debt ratio of 40.46% and has seen a 20.81% increase in net profit after deducting non-recurring items [5]. Group 5: Analyst Predictions - Analysts predict net profits of 902 million yuan for 2025, increasing to 1.108 billion yuan in 2026, with a target price set at 22.00 yuan [6].