On February 10th, by the Pearl River in Guangzhou, C STRATEGIC TEC (01725) delivered a clear and resolute strategic declaration to the capital markets and industries through a launch event titled "Galloping Forward, Embracing the Future Together." This enterprise, rooted in aerospace technology, is accelerating its transition from the "heights of space" to the "depths of the earth," transforming cutting-edge aerospace capabilities into tangible productivity for green energy, smart manufacturing, and digital infrastructure. A significant signing ceremony involving seven strategic partners at the event not only outlined a clear development path of "Aerospace Empowerment, Energy Storage as Foundation, and Intelligent Manufacturing Upgrade" but also signified the technology group's official entry into a new phase of synergistic development integrating aerospace, energy storage, and precision intelligent manufacturing.
Reflecting on recent developments, C STRATEGIC TEC has been highly active. In October 2025, it relocated its headquarters from Hong Kong to Guangzhou, solidifying its national operational hub. In November, it formally changed its name from "Intercontinental Aerospace Technology" to "C STRATEGIC TEC," highlighting its ambition to build a comprehensive industrial chain and establish a national technology brand. This launch event served both as a celebration of the group's 23rd anniversary and as a summary of past transformation achievements coupled with a strategic proclamation for future development. The core of the event was the unveiling of the Satellite Digital Computing Power and AI Application Center. This was not merely a technical showcase but a critical milestone marking the group's leap from a "satellite data" provider to a "satellite digital computing power" service provider. This center acts as a key node in an integrated space-ground information network and serves as the "neural center" for a smart Industry 5.0 system—integrating satellite remote sensing, communication, and edge computing capabilities to provide real-time, precise, AI-driven solutions for urban governance, power grid dispatch, and flexible manufacturing. This "Aerospace + AI" integration path responds to national strategic deployments for space-air information infrastructure while opening new, high-value-added service revenue streams for the company.
The true depth of the strategy was demonstrated through the simultaneous launch of collaborations in three key sectors. In the aerospace titanium sector, the group partnered with CITIC Heavy Industry New Energy Materials, Guolian Vision, and Huadu Auto City to systematically transfer high-purity titanium alloy technology, originally used for rocket engines and satellite structures, into applications for energy storage equipment housings, lightweight components for new energy vehicles, and core components for high-end machine tools. This represents a prime example of "military-to-civilian" technology transfer and a precise response to the "15th Five-Year Plan's" call for "breaking through key fundamental material bottlenecks." As the "skeleton" of high-end manufacturing, the localization and cost optimization of titanium materials are poised to directly leverage downstream trillion-yuan markets.
The layout in the precision manufacturing sector is even more forward-looking. The joint venture, C-Tech Flexis, established with Guangdong Tianwu New Materials, will focus on carbon-based flexible sensors—a technology regarded within the industry as a core component for the next generation of human-computer interaction and the Industrial Internet of Things, having reached internationally leading standards. Meanwhile, the strategic investment in Lianyungang Fuyin New Materials aims to establish an autonomous production base for core components used in aerospace and energy storage equipment in East China. One collaboration emphasizes "advanced sensing" and the other "precision processing," together building a vertically integrated capability from materials to components to complete machines, significantly enhancing the group's bargaining power and risk resilience in the high-end manufacturing field.
The most striking development was undoubtedly the substantive breakthrough in the industrial energy storage sector. The Dezhou 400MW/800MWh and Cangzhou 500MW/2GWh energy storage power station projects, signed with China Construction Third Engineering Bureau (South China) and Hebei No.2 Construction Engineering Group respectively, will both adopt a full-chain "Investment + EPC + Operations & Maintenance" model, with the first phases scheduled to be connected to the grid this August. This signifies that C STRATEGIC TEC has evolved from a technology solutions provider to a project operator, directly participating in the asset operation and revenue sharing of the new power system.
It is important to note that these moves are not isolated events but represent a concentrated culmination of the strategic transformation C STRATEGIC TEC has been undergoing since 2024. Over the past two years, through acquisitions, joint ventures, and independent R&D, the company has progressively built a closed-loop ecosystem spanning "Aerospace Technology — High-End Materials — Intelligent Equipment — Green Energy." The statement by Chairman Gu Lin about "integrating the corporate mission into the national strategy" is far from a mere slogan; it is reflected in the precise alignment with policy directions and highly efficient synchronization with industrial rhythms evident behind each signed agreement.
The recent series of strategic implementations is not only reshaping the company's development landscape but also profoundly influencing the capital market's assessment of its value. In terms of stock performance, C STRATEGIC TEC has shown a steady recovery trend recently, with its stock price rising 30.3% over the past three months (as of the close on February 12), demonstrating market recognition of its transformation results. Although the current price-to-earnings ratio remains relatively low, the potential for valuation recovery is promising as projects in the three key sectors materialize and the revenue structure continues to optimize.
The impact of this launch event has extended beyond the domestic industrial sphere, garnering attention and recognition from the international community. In his address, former Serbian President Boris Tadić interpreted global trends in aerospace and energy storage development from an international perspective, affirming the positive role of C STRATEGIC TEC in global industrial cooperation. This also suggests that the group's strategic layout for "technology export" may be on the verge of new breakthroughs.
While global capital markets continue to search for certainty to navigate economic cycles, C STRATEGIC TEC used this event to demonstrate that the resonance between core technology and national strategy represents the greatest certainty. From the unveiling of the Satellite Digital Computing Power Center to the strategic positioning in three key sectors, this enterprise is writing a contemporary case study on how technological faith is transformed into industrial power.
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