| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-17 | 002625 | 光启技术 | 47.54 | 352.75 | | 16,769.7华福证券有限责任 | 中信证券股份有限 | | | | | | | | 公司上海浦明路证 | 公司深圳分公司 | | | | | | | | 券营业部 | | | 2025-09-17 | 002625 | 光启技术 | 47.54 | 34.73 | | 1,651.06 国信证券股份有限 | 中信证券股份有限 | | | | | | | | 公司上海浦东分公 | 公司深圳分公司 | | | | | | | | 司 | | | 2025-09-17 | 002625 | 光启技术 | 47.54 | 122.52 | | 5,824.60招商证券股份有限 | 中信证券股份有限 | | | | | | | | 公 ...

Market Performance - The aviation equipment sector rose by 0.87% on September 17, with *ST Guandian leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Individual Stock Performance - Notable gainers included: - *ST Guanqu with a closing price of 4.85, up 5.21% with a trading volume of 59,400 shares and a turnover of 28.69 million yuan [1] - Maxinlin at 61.80, up 4.29% with a trading volume of 54,500 shares and a turnover of 335 million yuan [1] - Guangqi Technology at 48.76, up 3.99% with a trading volume of 513,800 shares and a turnover of 2.487 billion yuan [1] - Other stocks with positive performance included Huayin Technology, Hangfa Technology, and Feilv Technology, all showing increases in their closing prices and trading volumes [1] Fund Flow Analysis - The aviation equipment sector experienced a net outflow of 217 million yuan from institutional investors, while retail investors saw a net inflow of 204 million yuan [2] - The top stocks by net inflow from retail investors included Guangqi Technology and Feilv Technology, indicating strong retail interest despite institutional outflows [3] Summary of Key Stocks - Guangqi Technology had a significant net inflow of 128 million yuan from institutional investors, while experiencing a net outflow of 10.16 million yuan from speculative funds [3] - Feilv Technology also saw a net inflow of 124 million yuan from institutional investors, with a notable outflow from retail investors [3] - Other stocks like Haita High-tech and Hangfa Technology showed mixed fund flows, with varying levels of institutional and retail interest [3]

此次认证的核心支撑，正是依托光启技术的航空航天级紧缩场检验检测技术，通过专业的航空航天级测 试场地，以及高精度多维度转台，全方位模拟通信场；超过1万个角度的信号验证，全面评估了华为 S9T在复杂场景下的精准测试，最终为享界S9T提供了覆盖全面的通信性能评估，成为其斩获S级认证的 关键。 在"车路云一体化"的新浪潮中，光启技术以超材料技术为引擎，不仅为自己锻造出强劲的第二增长曲 线，更推动中国智能汽车产业在全球标准争夺战中率先突围。从服务尖端装备的"护航者"到定义智能汽 车检测规则的"车规考官"，从技术跟随者到标准引领者，这场由超材料驱动的"产业赋能"，正为中国智 能汽车的未来注入强劲动能，加速驶向全球创新高地。 本报讯(记者李雯珊)9月16日，华为年度重磅车型享界S9T正式亮相，以"全球首个整车通信性能S级认 证"引发行业震动——其通信性能通过光启技术（002625）股份有限公司(以下简称"光启技术")与中国汽 车技术研究中心有限公司(以下简称"中汽中心")基于联合成立的"汽车紧缩场联合创新实验室"的验证结 果。这一认证标志着智能网联汽车通信性能测试迈入"紧缩场标准"新纪元，折射出中国超材料技术从尖 端装备向 ...

Group 1 - The core viewpoint highlights the positive performance of the aerospace industry index and its constituent stocks, with significant increases in stock prices for companies like Maxinlin (5.84%) and Guangqi Technology (4.24%) [1] - The upcoming 2025 Air Force Aviation Open Day and Changchun Air Show, scheduled from September 19 to 23, will showcase advanced military aircraft including the J-20 and J-16, indicating a strong focus on military aviation [1] - Dongfang Securities anticipates that China's investment in advanced equipment technology will continue to expand, particularly in areas such as artificial intelligence, new materials, and cybersecurity, which will drive innovation across the entire industry chain [1] Group 2 - The Aerospace ETF (159227) tracks the National Aerospace Index and has a high military content of 97.96%, focusing on the aerospace sector, including key players in fighter jets, transport aircraft, and missiles [2] - From August 28, 2024, to August 28, 2025, the National Aerospace Index achieved a return of 66.74%, outperforming other defense indices such as the CSI National Defense Index (57.95%) and the CSI Military Industry Index (60.26%) [2]

【导读】光启技术董事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲 中国基金报记者 邱德坤 9月16日，在中国基金报主办的2025中国资本市场发展论坛暨上市公司论坛上，光启技术董事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲， 介绍了全球航空航天装备产业的发展现状与未来趋势，以及中国超材料技术从"零起步"到"全球领跑"的跨越之路。 中国超材料重塑产业版图 "超材料是材料领域的'基因编辑'技术，是一场材料革命。"刘若鹏表示，超材料技术是实现新一代航空航天装备复杂功能结构设计、制造、量产的全新技 术。 数据显示，我国在超材料领域的国际高影响力科研论文数量，已经占据全球的"半壁江山"。光启技术率先实现第四代超材料的规模量产，专利申请超6000 件、授权超4000件，超材料专利总量全球第一。 深度创新以终为始 刘若鹏提出"深度创新以终为始"的战略，通过管理数字化变革与持续成本革命，推动光启技术持续突破。 光启技术是国内首家且唯一实现超材料全产业链大规模量产的企业，已成为我国新一代航空航天尖端装备核心级系统供应商。该公司以超材料技术为核心 优势，构建起覆盖研发、生产、应用的全链条能力体系。 目前，光启技术率先 ...

【 导读 】光启技术董事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲 中国基金报记者 邱德坤 9月16日，在中国基金报主办的2025中国资本市场发展论坛暨上市公司论坛上，光启技术董 事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲，介绍了 全球航空航天装备产业 的发展现状与未来趋势， 以及 中国超材料技术从"零起步"到"全球领跑"的跨越之路。 中国超材料重塑产业版图 "超材料是材料领域的'基因编辑'技术，是一场材料革命。"刘若鹏 表示， 超材料技术是实现 新一代航空航天装备复杂功能结构设计、制造、量产的全新技术。 据介绍，超材料是通过微纳光刻来实现"人造分子结构"，进而编辑超越自然材料的"人造物 质"，能在电磁、声学、力学等多个领域展现出超乎寻常的性能。 以超材料技术形成的产品和新型材料，不仅具备轻质、高强度的特点，还能在特定环境下实 现电磁调制等功能，为当前新兴产业领域带来一系列革命性的突破。 目前，超材料成为航空航天装备领域复杂功能结构的核心技术，应用于我国先进飞机、电子 通信系统等多个尖端装备领域。 深度创新以终为始 刘若鹏提出"深度创新以终为始" 的 战略，通过管理数字化变革与持续成本革命， ...

每经AI快讯，2025年9月16日，光启技术与中汽中心联合成立的"汽车紧缩场联合实验室"，完成华为享 界S9T整车通信性能验证测试，助其获"全球首个整车通信性能S级认证"，其信号强度、通信有效范围 达业界平均2.8倍以上，网络连接恢复速度超10倍以上。（证券日报） ...

Core Points - The "2025 China Listed Company Yinghua Award" results were announced, featuring 15 categories of awards for listed companies in China [1][2] - Over 150 executives from listed companies and more than 300 companies participated in the award sharing [1][2] A-Share Value Demonstration Cases - Notable companies recognized include Industrial Fulian, Ningde Times, and Industrial and Commercial Bank of China among 42 companies [2][4] - Other recognized companies include China Mobile, China Petroleum, and China National Offshore Oil Corporation [4] Hong Kong Stock Value Demonstration Cases - 17 companies were awarded, including China Petroleum and China Hongqiao [2][6] - Other notable mentions include China Resources Power and Qingdao Port [6] Outstanding Corporate Leaders - Nine company chairpersons were recognized, including Liu Ruopeng from Guangqi Technology and Yang Xia from Jinbo Biology [2][6] Excellent Secretaries - Nearly 100 company secretaries were awarded, with notable mentions including Pei Hongyan from China National Materials and Xu Yugao from China National Offshore Oil Corporation [2][7] Excellent CFOs - Ten CFOs were recognized, including Li Xiaoxu from Sinochem Equipment and He Lina from Guobang Electronics [2][10] A-Share Growth Demonstration Cases - 24 companies were recognized, including Linuo Pharmaceutical and Kexin Technology [2][10] A-Share ESG Demonstration Cases - 28 companies received recognition, including China Petroleum and Yunnan Baiyao [2][11] A-Share Investor Relations Demonstration Cases - 41 companies were awarded, including Industrial and Commercial Bank of China and China Mobile [2][12] A-Share Sci-Tech Innovation Demonstration Cases - 17 companies were recognized, including Qingdao Port and Jinbo Biology [2][13] A-Share Going Global Demonstration Cases - 14 companies were awarded, including Times Electric and Wen Tai Technology [2][14] Hong Kong Stock ESG Demonstration Cases - 12 companies were recognized, including China Petroleum and China Resources Power [2][15] Hong Kong Stock Investor Relations Demonstration Cases - 13 companies were awarded, including China Petroleum and Guotai Junan International [2][15] Hong Kong Stock Growth Demonstration Cases - 6 companies were recognized, including China Petroleum and China Hongqiao [2][16] Hong Kong Stock Sci-Tech Innovation Demonstration Cases - 5 companies were awarded, including Kexin Technology and Longi Green Energy [2][16] Hong Kong Stock Going Global Demonstration Cases - 6 companies were recognized, including China Petroleum and China Resources Power [2][16]

Core Insights - The collaboration between Guangqi Technology and China Automotive Technology Research Center has led to the establishment of the "Automotive Tightening Field Joint Laboratory" [1] - The laboratory successfully validated the communication performance of the Xiangjie S9T, achieving the world's first S-level certification for vehicle communication performance [1] - The signal strength and effective communication range of the Xiangjie S9T exceed the industry average by more than 2.8 times, while the network connection recovery speed is over 10 times faster than traditional standards [1] Industry Challenges - Traditional automotive communication performance testing relies heavily on near-field or external environments, which presents significant challenges such as large measurement deviations in active indicators, difficulty in antenna eccentric positioning, and low scene reproduction efficiency [1] - These challenges make it difficult to meet the stringent requirements for high precision and all-scenario communication capabilities in intelligent connected vehicles [1]

传统汽车通信性能测试多依赖近场或外场环境，存在有源指标测量偏差大、天线偏心定位难、场景复现 效率低等痛点，难以满足智能网联汽车对高精度、全场景通信能力的严苛要求。此次联合实验室创新性 采用"航空试验方法"，通过光启技术超材料七大能力平台中的先进检验检测技术构建了一套完整的汽车 整车通信测试方案，解决了传统近场测试中"有源指标测不准""天线偏心测不准"等核心技术难题，大幅 提升测试结果的准确性与稳定性，通过紧缩场实验室来打造完整的汽车整车通信测试方案，精准测量通 信发射和接收能力，有望建立全球行业标准，提升我国智能汽车行业的话语权和国际影响力，同时加速 推进车联网的建设和全面市场应用。 （文章来源：证券日报） 本报讯 （记者李雯珊）9月16日，光启技术股份有限公司（以下简称"光启技术"）与中汽研汽车检验中 心（天津）有限公司（以下简称"中汽中心"）联合成立的"汽车紧缩场联合实验室"完成对华为享界S9T 的整车通信性能验证测试，助力其成功获得"全球首个整车通信性能S级认证"，信号强度及通信有效范 围是业界平均水平的2.8倍，网络连接恢复速度超10倍。 ...