证券日报网讯广联航空（300900）9月23日在互动平台回答投资者提问时表示，公司在商业航天板块积 极布局，在运载火箭结构部件、航天器配套组件等方面开展技术攻关与产品研发，构建起设计、生产、 检测一体化业务能力，目前已同商业航天产业链内优质伙伴开展合作，积极承接相关业务订单，拓展市 场份额。 ...

Group 1 - Guanglian Aviation held a roadshow on September 2, 2025, with participation from various investors, showcasing its involvement in major aircraft manufacturing projects approved by the state, including being a supplier for the C919 large passenger aircraft and the AG600 amphibious aircraft assembly line [1] - The company has established a comprehensive production base in key aviation provinces such as Harbin, Shenyang, Xi'an, and Chengdu, embedding itself deeply into the regional aviation industry ecosystem and aligning with local manufacturers' R&D needs [1] - In the first half of 2025, Guanglian Aviation reported stable growth, achieving operating revenue of 577 million yuan, a year-on-year increase of 26.64%, and a net profit attributable to shareholders of 55.84 million yuan, up 36.97%, with R&D investment reaching 33.59 million yuan [1] Group 2 - The company focuses on high-end, intelligent, and green transformation in manufacturing, emphasizing a dual-driven approach with aerospace tooling and components, as well as drone business, while also expanding into emerging fields like marine and commercial aerospace [2] - Guanglian Aviation leverages its precision manufacturing technology and integrated R&D capabilities to deepen its industrial layout and resource integration, particularly in the commercial aerospace sector, developing key components for launch vehicles and spacecraft [2] - The company aims to enhance its core technological advantages and optimize its business structure to capture industry development dividends, striving for a synergistic increase in operational scale and profitability [2] Group 3 - The marine business is a key area for expansion in 2025, focusing on unmanned vessels and underwater vehicles, utilizing lightweight design and composite materials for innovative applications in hull structures [3] - Guanglian Aviation's competitive advantage stems from its dual barriers of cross-domain technology transfer and full-chain capability construction, applying aerospace technology to marine equipment to improve performance and reduce development cycles [3] - The company plans to enhance its research and development investment in line with business progression, aiming to overcome material and process bottlenecks in lightweight and corrosion-resistant marine structures, supporting the upgrade of national marine equipment towards high-end and intelligent solutions [3]

（文章来源：证券日报） 证券日报网讯广联航空9月3日发布公告，在公司回答调研者提问时表示，2025年上半年，公司依托在航 空航天领域长期沉淀的精密制造技术、一体化研发设计能力及严苛的质量管控体系，持续推进产业布局 深化与资源整合，聚焦商业航天产业链关键环节，在运载火箭结构部件、航天器配套组件等领域开展技 术攻关与产品研发，将商业航天纳入战略发展核心版图，已构建起覆盖设计、生产、检测的一体化业务 能力，形成与商业航天产业快速发展相适配的服务体系。未来，公司将持续强化核心技术优势，优化业 务结构，积极把握产业发展红利，力争实现经营规模与盈利水平的协同提升，为商业航天产业高质量发 展注入动力。 ...

Financial Performance - In the first half of 2025, the company achieved an operating revenue of 577 million yuan, representing a year-on-year growth of 26.64% [2] - The net profit attributable to shareholders reached 55.84 million yuan, with a year-on-year increase of 36.97% [2] - R&D investment amounted to 33.59 million yuan, indicating a commitment to innovation [2] Business Strategy - The company focuses on high-end, intelligent, and green transformation in manufacturing, aligning with national requirements [3][6] - It aims to expand into emerging fields such as unmanned ships and underwater vehicles, leveraging lightweight design and composite materials [3] - The core competitive advantage lies in "cross-domain technology transfer + full-chain capability construction," enhancing product performance and customization [4] Market Expansion - The company is actively developing its marine business, targeting unmanned vessels and underwater vehicles as key areas for growth [3] - In the commercial aerospace sector, it is enhancing its integrated capabilities in design, production, and testing of rocket components and spacecraft [5] - The company plans to optimize its business structure and leverage industry development opportunities to improve operational scale and profitability [5] Profitability and Cost Management - Despite stable revenue growth, the company has experienced a decline in gross margin due to increased competition and upfront investments in new business segments [5] - Future profitability is expected to improve through enhanced efficiency in technology transfer and a focus on high-value products [5] Sustainable Development Initiatives - The company is implementing digital control systems and automated production equipment to enhance production efficiency and reduce environmental impact [6] - Efforts include optimizing production processes, promoting energy-saving equipment, and improving resource recycling [6]