人民财讯11月4日电，就"公司油气装备业务相关产品是否可以用于深海、深地科技领域？"问题，航天 智造（300446）11月4日在机构调研时表示，在深海领域油气开采方面，全资子公司航天能源目前主要 向中海油供应射孔器材、完井装备及机电控制类产品。与此同时，航天能源成功突破非弹性密封、耐高 温高压射孔装备等多项关键技术和产品，产品覆盖了海上主要产油区块。目前公司研发的超高温超高压 射孔技术已成功应用于万米深井射孔作业，创下全球最深射孔记录。同时，公司还针对当前我国页岩油 气开发深度越来越深的趋势，开发了耐高温高压分簇射孔技术。 ...

证券代码：300446 证券简称：航天智造 公告编号：2025-079 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 华泰证券 朱荣华 时间 2025年11月4日 地点 公司会议室 上市公司接待人员姓名 证券事务代表 苏志革先生 投资者关系 陈可欣女士 投资者关系活动主要 内容介绍 1.公司汽车零部件业务保持较快增长速度的原因？ 答：您好，公司前三季度实现营业收入67.07亿元，同比 增长22.01%，归母净利润实现6.51亿元，同比增长21.43%。 其中，汽车零部件业务方面，2025年1-9月，汽车行业保持增 长态势，乘用车累计销量达到2124.6万辆,同比增长13.7%，新 能源汽车销量达1122.8万辆，同比增长34.9%。在行业增长的 带动下，公司汽车零部件业务销售收入同比增长25%。同时， （1）完善的产业布局优势：航天模塑构建了"总部研发 +属地生产"的产业布局，20余家生产基地涵盖国内重点 ...

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 兴全基金 李扬、李跃 汇丰晋信基金 胡连明、韦钰 时间 2025年11月3日 地点 公司会议室 上市公司接待人员姓名 证券事务代表 苏志革先生 投资者关系 陈可欣女士 投资者关系活动主要 内容介绍 1.公司前三季度业绩保持较快增长速度的原因？ 答：您好，公司前三季度实现营业收入67.07亿元， 同比增长22.01%，归母净利润实现6.51亿元，同比增长 21.43%。 汽车零部件业务方面，2025年1-9月，汽车行业保持 增长态势，乘用车累计销量达到2124.6万辆,同比增长 13.7%，新能源汽车销量达1122.8万辆，同比增长34.9%。 证券代码：300446 证券简称：航天智造 公告编号：2025-078 航天智造科技股份有限公司 投资者关系活动记录表 答：您好，公司油气装备业务方面，全资子公司航天 能源与国内中石油、中海油、中石化保持了三十多年的合 作。 在深海领域油气开采方面，公司全资子公司航天 ...

在油气装备业务方面，全资子公司航天能源与国内"三桶油"合作超三十年。在深海领域，主要向中海油 供应射孔器材等产品。目前已突破多项关键技术和产品，部分打破国际垄断，在海洋油田高端完井工具 国产化领域处于行业领先，覆盖我国海上主要产油区块。2025年半年度，油气装备业务销售收入2.21亿 元，较上年同期增长0.38% 。 股价与市值管理，提升投资者回报 面对股价与市场走势背离的疑问，公司表示股价受多种因素影响。未来将加强技术创新、提高产品附加 值、降本增效以提升经营质量。同时，根据"国九条"强化现金分红要求，严格落实股东回报规划，加大 现金分红力度。还将做好投资者关系管理，必要时实施股份回购、大股东增持等措施稳定股价。 9月15日15:00 - 17:00，航天智造科技股份有限公司通过全景网"投资者关系互动平 台"（https://ir.p5w.net）举办2025年半年报集体业绩说明会，线上参与2025年河北辖区上市公司投资者 网上集体接待日的投资者参与了此次活动。公司董事长罗传光、总经理彭建清、副总经理兼董事会秘书 徐万彬、独立董事邹华维接待了投资者。活动中，公司就发展战略、业务布局、订单增长、股价表现等 多 ...

Financial Performance - The company's net profit attributable to shareholders for the first half of 2025 is expected to grow by up to 10% year-on-year [2] - In the automotive parts business, sales revenue is projected to increase by approximately 10% year-on-year, with the automotive industry showing a growth trend [3] - The sales revenue for the automotive parts business exceeded 7 billion CNY in 2024, marking a year-on-year growth of 37.7% [6][7] Business Segments Automotive Parts - The company has achieved full coverage of major domestic automotive manufacturers, establishing a robust domestic industrial layout [6] - It possesses strong technical and R&D capabilities, with 554 patents granted, including 53 invention patents [7] - The product supply chain integrates product development, mold design, component manufacturing, and assembly services, effectively controlling production costs [7] Oil and Gas Equipment - The company maintains a leading position in key technologies for shale gas and high-temperature, high-pressure perforation systems [3][5] - It has over 30 years of collaboration with major domestic oil companies, supplying critical equipment for deep-sea oil and gas extraction [4] - The deep-sea technology sector is expected to become a focal point for large oil and gas companies, presenting new growth opportunities for the company [5] New Materials - The newly established subsidiary focuses on high-performance functional materials, including anti-counterfeiting materials, electronic functional materials, and weather-resistant materials [8][9] - The pressure testing film has been recognized as a "single champion" product in Hebei Province and has established stable partnerships with leading companies in the electronics and semiconductor sectors [9] - The company is the largest global producer of UV-1084, with its technology and product quality reaching international standards [9] Future Plans - The company is considering implementing an employee stock ownership plan as a means to incentivize management and core staff, aligning their interests with the company's growth [10][11]

Group 1: 2025 Performance Expectations - The company anticipates steady growth in the automotive industry, with a projected 4.7% increase in total vehicle sales in China and a 24.4% increase in new energy vehicle sales in 2025 [3] - The oil and gas equipment sector is expected to maintain steady growth due to national energy security strategies and production plans [3] - The company is focusing on technological innovation and market transformation, particularly in high-performance functional materials and electronic components [3] Group 2: Deep Sea Technology Developments - The company has maintained over 30 years of collaboration with major domestic oil companies, focusing on deep-sea oil and gas extraction [4] - Key technological breakthroughs in non-elastic sealing and high-temperature, high-pressure perforating equipment have positioned the company as a leader in the domestic market [4] - The government has recognized deep-sea technology as a priority area, indicating future growth opportunities in unconventional oil and gas extraction [4] Group 3: Automotive Parts Business Growth - The automotive parts business achieved sales revenue exceeding 7 billion CNY in 2024, reflecting a year-on-year growth of 37.7% [6] - The company has established a comprehensive domestic industry layout, covering major automotive manufacturers and ensuring timely supply [6] - The company holds 554 patents, including 53 invention patents, showcasing its strong R&D capabilities [6] Group 4: Market Management Initiatives - The company has implemented a series of measures for market value management, including a three-year shareholder return plan and quality improvement initiatives [8] - Active engagement with investors and adherence to regulatory requirements are part of the company's strategy to stabilize investor expectations [8] Group 5: Supplier Payment Policy Impact - Major automotive companies have committed to reducing supplier payment terms to within 60 days, which is expected to enhance cash flow for related companies [9] - The company is monitoring the implementation of this policy and aims to foster healthier business relationships with clients [9]

Core Viewpoint - The company has reported significant growth in revenue and profit across its three main business segments: automotive parts, oil and gas equipment, and high-performance functional materials, driven by market demand and strategic initiatives. Group 1: Company Overview - The company primarily engages in three major business areas: automotive parts, oil and gas equipment, and high-performance functional materials [5][20]. - The company has undergone a change in its auditing firm from Zhihong to Lixin, receiving a standard unqualified opinion for its financial report [3]. Group 2: Automotive Parts Business - The automotive parts segment focuses on the development and manufacturing of interior and exterior automotive components, lightweight engine parts, and smart cockpit components, emphasizing technological innovation [6][21]. - In 2024, the automotive parts business achieved sales revenue of 70.03 billion yuan, a year-on-year increase of 37.73%, with a significant focus on new energy vehicles, which accounted for 72% of new projects [27][41]. - The company has established itself as a leading player in the domestic automotive parts industry, recognized for its technological capabilities and extensive customer base, including major automotive manufacturers [23][24]. Group 3: Oil and Gas Equipment Business - The oil and gas equipment segment specializes in the research and manufacturing of perforating tools and high-end completion equipment, with a strong focus on domestic market needs [15][31]. - The segment's revenue for 2024 was 5.46 billion yuan, reflecting a slight decline of 5.96% year-on-year, primarily due to changes in military product sales [34][42]. - The company has maintained a leading position in the industry, with its products widely used by major state-owned enterprises in the oil and gas sector [32][33]. Group 4: High-Performance Functional Materials Business - The high-performance functional materials segment includes information anti-counterfeiting materials, electronic functional materials, and weather-resistant materials, with a focus on innovation and market expansion [18][35]. - This segment reported sales revenue of 2.32 billion yuan, a year-on-year increase of 18.84%, driven by growth in electronic functional materials and weather-resistant materials [38][43]. - The company is recognized as a leading producer of thermal magnetic tickets and magnetic stripe products, with ongoing efforts to expand its market presence both domestically and internationally [35][36]. Group 5: Industry Context - The automotive industry is a strategic pillar of the national economy, with significant growth driven by trends such as electrification, intelligence, and connectivity [21][22]. - The oil and gas equipment industry is experiencing steady growth due to increasing global energy demands and domestic policies supporting exploration and production [28][29]. - The high-performance functional materials sector is benefiting from advancements in technology and increasing applications in various industries, including electronics and automotive [34][35].