Guangzhi Technology's 2025 revenue increased by 42.96% year-over-year, highlighting the effectiveness of its dual-core business strategy.

Source: Shanghai Securities Journal · China Securities Network

Shanghai Securities Journal China Securities Network News (Reporter Tian Tian) On the evening of March 23, Guangzhi Technology released its 2025 annual report. During the reporting period, the company achieved operating revenue of 2.08 billion yuan, a year-on-year increase of 42.96%. The infrared business continued to develop, with steady revenue growth. However, the company’s net profit was under pressure due to factors such as increased management and R&D expenses, as well as government subsidy returns caused by changes in the registered address.

It is reported that Guangzhi Technology has significantly deepened its “infrared optical materials and devices + high-performance aluminum alloy materials” dual main business strategy in recent years, with revenue scaling up from 936 million yuan in 2022 to 2.08 billion yuan in 2025, achieving a doubling growth over four years, continuously optimizing its business structure, and steadily enhancing its core competitiveness.

Infrared business leads with high growth, showcasing the advantages of the entire industry chain

As one of the few global platform enterprises that integrate the entire infrared industry chain, Guangzhi Technology’s infrared optical business performed impressively in 2025, achieving revenue of 1.851 billion yuan, a year-on-year increase of 44.31%. Benefiting from the prominent core position of germanium materials in infrared optical systems and the continuous development of the infrared industry, the revenue scale of the company’s germanium material products has significantly increased.

In the field of end products, the company’s supply capabilities for infrared lenses, detectors, core modules, and complete machines have been fully upgraded, with shipment volumes showing significant year-on-year growth and strong market demand, with ample orders on hand. Through the vertical integration of “materials - detectors - complete systems,” the company not only solidified the important position of infrared devices in the industrial chain but also promoted its transformation from a single material supplier to a system solution provider.

Product innovation and scene expansion are advancing simultaneously. In 2025, the company launched multiple new products, including the UCW SE thermal imaging core and the dual-spectrum temperature measurement T-type pan-tilt, enhancing its product matrix. At the same time, it has built solutions covering various fields such as intelligent security, industrial temperature measurement, and assisted driving. Among them, the assisted driving multi-dimensional perception solution achieves an intelligent driving safety protection system covering long, medium, and short distances through “LiDAR + intelligent onboard system + laser ranging module.”

During the reporting period, the company and its subsidiaries received multiple authoritative recognitions for their technological strength, being awarded titles such as “National Enterprise Technology Center” and “Outstanding Innovative Enterprise in Anhui Province.” The handheld thermal imager Smart from its subsidiary Jingpin won the 2025 German iF Product Design Award, the uncooled wafer-level packaged detector received AEC-Q automotive grade certification, and the UCC3 uncooled infrared core won the 2025 Anbo Conference “Golden Ding Award.”

High-performance aluminum alloy multi-point efforts accelerate high-end scene penetration

In the high-performance aluminum alloy business sector, Guangzhi Technology focuses on high-performance aluminum alloy materials, promoting significant growth in three high-end sectors: nuclear power, new energy vehicles, and aerospace, realizing revenue structure optimization and steady scale increases.

In the nuclear power sector, the company’s nuclear power product sales revenue increased by more than 20% year-on-year, with growth rates exceeding the industry average, and the position of nuclear-grade aluminum materials remains solid. In the aerospace sector, the company has successfully developed and produced two new types of aluminum alloy materials for aerospace applications, thanks to its independent R&D capabilities, and has now achieved bulk supply. In the new energy vehicle sector, the materials produced by the company, such as dynamic and static plates, valve bodies, and air spring tubes, are precisely positioned to meet the lightweight and core component upgrade demands, occupying a favorable position in the rapidly growing market.

Guangzhi Technology stated that it will continue to increase R&D investment in the future, break through the technical barriers of infrared optical R&D, accelerate the transformation of R&D results, and continuously launch high-performance infrared products that meet market frontier demands. At the same time, the company will continue to explore market potential, comprehensively enhance brand awareness and credibility, consolidate its market position in the infrared industrial chain, and promote high-quality development through the synergy of its dual main businesses.

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