Member Showcase | Aerospace Intelligent Manufacturing's three major sectors achieve steady growth in 2025

（Source: Hebei Provincial Association of Listed Companies）

On the evening of March 30, Aerospace Intelligent Manufacturing Technology Co., Ltd. (hereinafter referred to as “Aerospace Intelligent Manufacturing”) released its 2025 annual report. The company’s operating performance reached a record high for the full year, with operating revenue of 9.003 billion yuan, up 15.7% year over year; attributable net profit of 881 million yuan, up 11.3% year over year; and total assets of 11.5 billion yuan, up 14%.

Xu Wanbin, the company’s secretary to the board of Aerospace Intelligent Manufacturing, said to reporters that as a company driven by an industrial development line of “Aerospace +” and “smart manufacturing,” it has achieved steady development across its three major segments: automotive components, oil and gas equipment, and high-performance functional materials. At the same time, the company has increased R&D investment and expanded into new businesses, driving high-quality development with new-quality productive forces. In order to reward shareholders, the company plans to distribute cash dividends of 3.2 yuan for every 10 shares, with a total payout of 270 million yuan. The full-year dividend will increase 14.3% year over year.

Actively layout the market for new forces

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

Xu Wanbin said that in the automotive components business, the company is actively laying out the market for new forces. It has achieved supporting supply for Huawei’s “Jie” series and “Jing” series, and has initially formed a new market growth pole. In new project offerings, the proportion of supporting services for new energy vehicles reached 69%. In the traditional new energy market, it adheres to the strategy of “growing incremental volume while replenishing existing volume.”

“On the one hand, we continue to go deep into and focus on the new energy brand markets of established automakers such as DeepBlue, AVATR, Zeekr, Galaxy, and Aion. On the other hand, we seize opportunities when vehicle models undergo facelifts and generational changes. In the Geely and Chery markets, we fill in market share for best-selling complete fuel-engine vehicle assemblies to solidify the existing-volume ‘fundamental base.’ Meanwhile, emerging key customers such as SAIC Passenger Vehicles have strong growth momentum, and together we build a high-quality, balanced, and sustainable core customer matrix.” Xu Wanbin introduced.

In terms of R&D for automotive components technologies, Aerospace Intelligent Manufacturing focuses on four major areas: intelligent optics and electro-optics, drive electronics and control, lightweight and environmental protection, and refined interior and exterior decoration. It carries out R&D for smart cockpit technologies. Its intelligent lighting screen technology achieved key breakthroughs, and the third-generation electric long slide rail pioneered a static dust-proof technology.

Hu Qimu, a research fellow specially invited by the China Enterprise Confederation, said in an interview with reporters from Securities Daily that Aerospace Intelligent Manufacturing’s ability to achieve double growth in revenue and profit mainly lies in accurately grasping the trends of new energy and intelligentization. By leveraging top-tier automakers and enhancing product value-added, it has managed to break through. Its proportion of new energy supporting business is over 69%, smart cockpit technology continues to achieve breakthroughs, and it aligns with the industry’s core direction of electrification and intelligentization. The company’s customer structure and its industry ranking are converging as well, which also lays a foundation for long-term steady development.

Oil and gas equipment highlights technical advantages

The oil and gas equipment business is a distinctive segment of Aerospace Intelligent Manufacturing. In 2025, the sales revenue of this business was 540 million yuan, and net profit was 236 million yuan.

Xu Wanbin said that driven by factors such as the country’s in-depth implementation of the deep-sea strategy, orders from offshore/ocean oilfields increased by more than 33%, led by perforating and completion products represented by ultra-high-density shaped charge perforating guns. The technical advantages of ultra-high-temperature and ultra-high-pressure perforating technology have been further strengthened. In the international market, the company has maintained cooperation with international oilfield service giants such as Halliburton and Baker Hughes. At the same time, it successfully opened up new customers such as Chuanqing Drilling International and Tetra? etr? (UAE), and its overseas expansion has been steadily advancing.

In addition, the military products business has become an important growth point for Aerospace Intelligent Manufacturing, with military product revenue up 63% year over year. Xu Wanbin said the company insists on leading development with new-quality productive forces, clarifies the direction of technological development and key core technologies, and continues to increase investment in R&D resources, steadily improving its overall R&D capabilities. In 2025, the company’s R&D investment amounted to 440 million yuan, with an R&D intensity of 4.9%, providing a solid guarantee for technological innovation.

Hu Qimu said that the oil and gas equipment industry has high technical barriers, especially in ultra-deep, ultra-high-temperature, and ultra-high-pressure fields, where core technologies have long been monopolized by international giants. Aerospace Intelligent Manufacturing, relying on the accumulation of aerospace energetic technologies, has formed a three-in-one core technology system of “special energy + precision machinery + electronic control,” and its ultra-high-temperature and ultra-high-pressure perforating technology has broken foreign monopolies. Its application breakthroughs in deep wells of 10,000 meters, as well as the rapid growth of its military products business, both align with the country’s energy security strategy and open up new growth space for the company.

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