The intersection of policy and market forces often breeds the most explosive industrial opportunities. Just three days after the release of the "First Batch of National-Level Zero-Carbon Park Construction List," C STRATEGIC TEC (01725) swiftly anchored its strategic position by signing a strategic cooperation memorandum with Meizhou High-tech Zone (Guangmei Industrial Park) on December 29. The announcement detailed plans to construct a zero-carbon aerospace industry and energy storage manufacturing center. This move represents not only a precise strategic positioning for the company but also a deep value excavation by the capital markets into the dividends of the "dual carbon" policies. It is a masterful industrial play, executed as the national top-level design for the energy revolution becomes clear, by a listed company with unique technological genes, clearly outlining its grand blueprint to the capital markets: migrating from aerospace technology to ground-based new energy systems and leaping from project operation to standard setting.
Under this cooperation, C STRATEGIC TEC will lease approximately 20,000 square meters of high-standard factory space, enjoying a four-year rent-free period and a cascade of policy benefits from the national, provincial, municipal, and park levels. These incentives encompass a national "dual 15%" preferential policy, combined provincial and municipal fixed-asset investment rewards totaling 25%, a supplementary 4% reward for foreign investment, and an annual logistics subsidy of up to 5 million yuan.
The strategic site selection is underpinned by a deep consideration of multiple advantages. Meizhou High-tech Zone, a highland with overlapping "Old Revolutionary Base Area + Special Economic Zone" policies, has seen its industrial output value more than double within five years, with growth rates consistently exceeding 40% over the past two years, and is projected to reach a scale of 18 billion yuan by 2025. Leveraging the industrial co-construction model of "R&D in Guangzhou + Production in Meizhou," coupled with the locational advantage of being the "Hakka Capital of the World," this area has become the core pivot for the Group's deepening presence in the mainland market following its relocation from Hong Kong to Guangzhou.
Coinciding with a policy window allowing pilot trials of the "park within a park" model, the two parties will engage in deep collaboration focusing on satellite structure manufacturing, clean energy storage, and smart energy management. The goal is to create a replicable and scalable zero-carbon demonstration benchmark.
The core competitive advantage stems from the cross-border migration of aerospace technology to the energy storage field. Thermal control technologies, redundancy design, and health monitoring systems, honed for satellites operating in extreme space environments of ±150°C, are highly compatible with the safety demands of grid-level energy storage. C STRATEGIC TEC is reconstructing and applying these aerospace-grade technologies to energy storage scenarios, significantly enhancing the operational reliability of storage systems and forming a differentiated competitive edge.
Against the backdrop of an industry boom, with the global energy storage market expected to exceed 200 billion yuan and China's new-type energy storage installed capacity set to surpass 100 gigawatts, this technological empowerment has enabled the company to successfully transform. It has evolved from a singular satellite industry player into a comprehensive industrial group integrating aerospace, energy storage, and precision intelligent manufacturing.
The release of policy dividends is already beginning to show an initial response in the capital markets. The company's stock price has recently displayed a steady recovery trend, gradually climbing from the HKD 0.70 range in November to around HKD 0.82. This reflects growing investor confidence in its strategic transformation.
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