Strategic implementation under the zero-carbon wave: China Technology Group (01725) A New Narrative of Aerospace-grade Energy Storage and Capital

Nodes where policies and markets resonate often nurture the most explosive industrial opportunities.

The Zhitong Finance App learned that just three days after the “National Zero Carbon Park Construction List (First Batch)” was released, China Technology Group (01725) quickly anchored a strategic location and signed a memorandum of strategic cooperation with the Meizhou High-tech Zone (Guangmei Industrial Park) on December 29 to announce the construction of a zero-carbon aerospace industry and energy storage manufacturing center.

This is not only a precise card for the strategic layout of the enterprise, but also an in-depth exploration of the dividends of the “dual carbon” policy by the capital market.

This move is not only an accurate industrial card, but also at a time when the top-level design of the national energy revolution is being clarified, a listed company with unique technical genes clearly outlines to the capital market its grand blueprint for the migration from aerospace technology to ground-based new energy systems, and from project operation to standard setting.

In this cooperation, China Technology Group leased about 20,000 square meters of high-standard plant and enjoyed a four-year rent-free period and four-level policy dividends at the national, provincial, municipal and park levels: covering a national double 15% discount, a total 25% reward for provincial and municipal fixed asset investment, a 4% superimposed reward for foreign investment, and a freight subsidy of up to 5 million yuan per year.

Behind the strategic site selection is an in-depth consideration of multiple advantages. As a superposition of the “Soviet Region+Special Administrative Region” policy, the Meizhou High-tech Zone has more than tripled in five years. The growth rate has continued to exceed 40% in the past two years, and is expected to reach 18 billion yuan in 2025.

Relying on the “Guangzhou R&D+Meizhou Production” industrial co-construction model and the location advantage of the “World Tourist Capital”, it became the core fulcrum for the Group to further cultivate the mainland market after moving from Hong Kong to Guangzhou. Coinciding with the country's policy window to allow the “park in park” model to be tested first, the two sides will collaborate deeply in areas such as satellite structure manufacturing, clean energy storage, and smart energy management to create a zero-carbon demonstration benchmark that can be replicated and promoted.

Core competitiveness stems from the cross-border migration of aerospace technology to the field of energy storage. The satellite's thermal control technology, redundant design, and health monitoring system settled in an extreme space environment of ±150℃ are highly compatible with the safety requirements of grid-level energy storage.

China Technology Group has restructured and applied these space-grade technologies to energy storage scenarios, greatly improving the operational reliability of energy storage systems and forming a differentiated competitive advantage.

The global energy storage market is expected to exceed 200 billion yuan, and China's new energy storage installations will break through 100 gigawatts. This technology has enabled enterprises to successfully transform from a single satellite industry to a comprehensive industrial group integrating aerospace, energy storage, and precision intelligent manufacturing.

The release of policy dividends has begun to be reflected in the capital market. The company's stock price recently showed a steady upward trend. Since November, it has gradually rebounded from the HK$0.70 range to around HK$0.82, reflecting investors' confidence in its strategic transformation.