Aerospace Intelligent Manufacturing: The three major sectors will achieve steady development by 2025.

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On the evening of March 30, Aerospace Intelligent Manufacturing Technology Co., Ltd. (hereinafter “Aerospace Intelligent Manufacturing”) released its 2025 annual report. The company reported that last year’s full-year operating performance hit a record high. Operating revenue reached RMB 9.003 billion, up 15.7% year over year; net profit attributable to the parent company was RMB 881 million, up 11.3% year over year; total assets were RMB 11.5 billion, up 14%.

Xu Wanbin, the company’s secretary to the board, told reporters that as a company driven by the industrial main lines of “Aerospace +” and “intelligent manufacturing,” it has achieved steady development across three major segments: automotive components, oil & gas equipment, and high-performance functional materials. At the same time, the company has increased R&D investment and expanded into new businesses, using new quality productive forces to drive high-quality development. To reward shareholders, the company plans to distribute cash dividends of RMB 3.2 per 10 shares, totaling RMB 270 million in dividends; the full-year dividend payout is up 14.3% year over year.

Actively laying out opportunities in the new forces market

Automotive components are Aerospace Intelligent Manufacturing’s core growth engine. According to data from the China Association of Automobile Manufacturers, in 2025, China’s cumulative vehicle production and sales totaled 34.53 million and 34.40 million, respectively, up 10.4% and 9.4% year over year. In 2025, Aerospace Intelligent Manufacturing’s automotive components business revenue was RMB 8.26 billion, up 18%, exceeding the growth level of China’s auto production and sales, and continues to provide strong cash flow and profit support for the company.

Xu Wanbin said that in the automotive components business, the company actively laid out its presence in the new forces market, supporting the Huawei “Jie” series and “Jing” series. It has initially formed a new market growth pole, and in new projects, the share of new-energy vehicle supporting business reached 69%. In the traditional new-energy market, it adheres to the strategy of “expanding incremental demand while preserving existing volume.”

“On one hand, we continue to go deep into the new-energy brand markets of traditional automakers such as Deep Blue, AITO, Zeekr, Galaxy, and Aion; on the other hand, we seize opportunities when vehicle models are updated and replaced. In the markets of Geely and Chery, we fill in the share of best-selling gasoline vehicle large complete assemblies to stabilize the existing base. Meanwhile, the growth momentum of emerging key customers such as SAIC Passenger Vehicles is strong, and together they build a core customer matrix characterized by high quality, balanced development, and sustainability.” Xu Wanbin explained.

In terms of technical R&D for automotive components, Aerospace Intelligent Manufacturing focuses on four major areas: intelligent optoelectronics, drive electronics and control, lightweight and environmental protection, and refined interior/exterior decoration. It carries out R&D on smart cockpit technologies, achieving key breakthroughs in intelligent light-screen technology, and pioneering a static dust-proof technology for the third-generation electric long sliding rail.

Hu Qimu, a research fellow specially invited by the All-China Federation of Industry and Commerce (or China Enterprises Association), said in an interview with reporters from Securities Daily that Aerospace Intelligent Manufacturing’s ability to achieve growth in both revenue and profit lies primarily in accurately grasping the trends of new energy and intelligentization. By partnering with leading automakers and enhancing product added value, it has managed to break through. With the company’s new-energy supporting business share exceeding 69%, and its smart cockpit technologies continuing to make breakthroughs, it aligns with the industry’s core direction of electrification and intelligentization. The company’s customer structure and industry rankings converge with those of the sector, laying a foundation for long-term, steady development.

Oil & gas equipment: technology advantages stand out

The oil & gas equipment business is a featured segment of Aerospace Intelligent Manufacturing. In 2025, this business recorded sales revenue of RMB 540 million and net profit of RMB 236 million.

Xu Wanbin said that, affected by factors such as the country’s deep implementation of the deep-sea strategy, orders for offshore oilfields increased by more than 33% driven by perforating and well completion products represented by ultra-high-density shaped charges (super high-density perforating guns). The company’s advantages in ultra-high-temperature and ultra-high-pressure perforating technology have been further strengthened. In international markets, the company maintains cooperation with international oilfield service giants such as Halliburton and Baker Hughes. At the same time, it successfully expanded into new customers such as Chuanqing Drilling International and UAE Tresire/Trivec (UAE Trivec), advancing its overseas layout steadily.

In addition, the defense products business has become an important growth point for Aerospace Intelligent Manufacturing, with defense products revenue up 63% year over year. Xu Wanbin said that the company adheres to using new quality productive forces to lead development, clarifying the direction of technological development and key core technologies, and continuously increasing investment in R&D resources to steadily enhance its overall R&D capabilities. In 2025, the company’s R&D spending was RMB 440 million, with R&D intensity of 4.9%, providing a solid guarantee for technological innovation.

Hu Qimu said that the oil & gas equipment industry has high technical barriers, especially in ultra-deep, ultra-high-temperature, and ultra-high-pressure fields, where core technologies have been monopolized by international giants for a long time. Relying on its accumulation in aerospace pyrotechnic technologies, Aerospace Intelligent Manufacturing has formed a three-in-one core technology system of “special energy + precision machinery + electronic control.” Its ultra-high-temperature and ultra-high-pressure perforating technology breaks foreign monopolies. Its breakthroughs in applications in 10,000-meter deep wells, along with the rapid growth of the defense products business, not only aligns with the national energy security strategy, but also opens up new growth space for the company.

(Source: Securities Daily)

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