数据显示，富国基金旗下1只基金重仓光启技术。富国中证军工指数A（161024）二季度增持3.29万股， 持有股数535.37万股，占基金净值比例为4.27%，位居第三大重仓股。根据测算，今日浮亏损失约 1284.89万元。 9月9日，光启技术跌5%，截至发稿，报45.56元/股，成交18.63亿元，换手率1.87%，总市值981.63亿 元。 资料显示，光启技术股份有限公司位于广东省深圳市南山区粤海街道麻岭社区高新中一道9号软件大厦 三层，成立日期2001年7月18日，上市日期2011年11月3日，公司主营业务涉及新一代超材料尖端装备产 品的研发、生产及销售。主营业务收入构成为：超材料产品99.23%，其他0.34%，超材料研发业务 0.25%，其他(补充)0.18%。 从基金十大重仓股角度 截至发稿，张圣贤累计任职时间10年100天，现任基金资产总规模196.42亿元，任职期间最佳基金回报 101.4%， 任职期间最差基金回报-89.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构 ...

Group 1 - The core viewpoint of the article highlights the establishment and operational model of the Luoyang base of Guangqi Technology, which aims to accelerate the transformation of scientific research into industrial applications through collaboration between research and industry [2] - The Luoyang base was founded in October 2015 and became part of the listed company system in December 2017 following the completion of a significant asset restructuring related to Guangqi Advanced [2] - The operational model of "one institute and one enterprise" is employed at the Luoyang base, where "one institute" refers to the Luoyang Advanced Technology Research Institute and "one enterprise" refers to Luoyang Advanced Equipment Technology Co., Ltd [2]

进一步统计，近3个月内该股累计发生19笔大宗交易，合计成交金额为16.09亿元。 证券时报·数据宝统计显示，光启技术今日收盘价为47.96元，上涨2.76%，日换手率为2.84%，成交额为 29.81亿元，全天主力资金净流出6825.15万元，近5日该股累计下跌9.51%，近5日资金合计净流出10.14 亿元。 两融数据显示，该股最新融资余额为70.71亿元，近5日增加1.42亿元，增幅为2.04%。（数据宝） 光启技术9月8日大宗交易平台共发生3笔成交，合计成交量565.50万股，成交金额2.63亿元。成交价格均 为46.53元，相对今日收盘价折价2.98%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 9月8日光启技术大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘折 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 365.00 | 16983.45 | 46.53 | -2 ...

证券日报网讯 光启技术9月8日发布公告，在公司回答调研者提问时表示，1）专利方面：申请372件， 授权126件（其中发明专利82件，占比65.1%）；2）政府项目方面：承担51项科研项目（其中中央引导 地方发展专项1项、河南省重点研发与推广专项18项）；3）技术成果方面：35项"三新"技术获省级认 定，37项成果通过省级成果评价，5项技术达国内领先水平，获河南省科技进步奖2项。公司洛阳团队现 有人员180人，其中研发人员53人，博士6人，硕士16人，洛阳市高层次人才1人，河南省特聘研究员1 人，高级职称9人，中级职称9人。博士后工作站培养博士后5人。 （编辑 袁冠琳） ...

Core Viewpoint - Guangqi Technology announced on September 8 that its Luoyang production base has independently developed a total of 158 core materials, showcasing significant competitive advantages in key performance and cost compared to industry peers [1] Product Development - The company has developed 5 major categories of leading products, which include 36 functional prepregs and 74 functional core materials [1] - Additionally, the company has 2 major categories of key products, consisting of 14 functional fillers and 8 high-performance resins [1] Competitive Advantage - The products developed by the company demonstrate substantial competitive advantages in both key performance metrics and cost efficiency when compared to similar products in the industry [1]

Summary of Key Points Core Viewpoint - On September 8, 2025, Guangqi Technology executed a block trade of 5.655 million shares, amounting to 263 million yuan, which represented 8.11% of the total trading volume for that day. The transaction price was 46.53 yuan, reflecting a discount of 2.98% compared to the market closing price of 47.96 yuan [1]. Group 1 - The block trade involved a total of 5.655 million shares of Guangqi Technology [1]. - The total transaction value for the block trade was 263 million yuan [1]. - The transaction price of 46.53 yuan was lower than the market closing price, indicating a discount of 2.98% [1]. Group 2 - The trading volume for the block trade was broken down into several transactions, with the largest being 365,000 shares [2]. - The buyers included Huafu Securities, Guosen Securities, and China Merchants Securities, while the seller was primarily CITIC Securities [2]. - The total transaction amounts for the individual trades varied, with the largest being approximately 16.98 million yuan [2].

证券日报网讯 光启技术（002625）9月8日发布公告，在公司回答调研者提问时表示，在超材料这个行 业，产品的开发和生产是需求导向的。而大部分行业的增长通常是需求与供给相互作用的结果。对于大 部分企业而言，底层技术的迭代与创新通常有较为明晰的路径，其规模化生产所涉及的环节也以标准化 流水线为主。但在超材料领域则相反，从材料的微观层面的编辑到产品的批量生产，过程中涉及的每个 环节均是非标的，需要根据不同类型的需求进行逆向的、定制化的设计。这也是为何"微笑曲线"理论并 不适用于超材料产业的原因，对于大部分企业而言，产品的生产通常是附加值较低的环节；但由于超材 料产品的非标属性，规模化生产极其考验企业自主设计、自主制造、垂直穿透的能力。因此，超材料的 规模化生产反而成为了公司最具不可替代性、附加值较高的环节之一。一般意义上的集成创新、升级换 代是难以在超材料领域中生存的，只有延伸到基础研究进行全链条的深度创新才有可能响应科技突破的 号角。 ...

证券日报网讯光启技术（002625）9月8日发布公告，在公司回答调研者提问时表示，量产技术2.0的孵 化周期约为10个月，该技术对公司具有多重战略意义：一是在控制资本开支的前提下实现产能柔性扩 张。为避免重资产投入带来的经营负担，量产技术2.0通过工艺升级与流程优化，在同等投资和场地规 模下优化产出效率，实现"轻量化扩产"。二是通过系统性工艺创新驱动效能提升。截至目前，本轮技术 升级已涵盖上下游160余项工艺改进，不同生产环节效率提升幅度超过30%。当前重点突破了几大核心 环节，尚未全面推广，预计年底基本完成第一阶段升级目标，明年半年度实现全体系技术迭代。三是为 未来扩产提供可复制的技术范式。该成果验证了通过技术升级而非单纯规模扩张实现产能提升的路径， 为公司稳健扩张提供了新模式。预计在未来数月内将呈现更明确的进展和效益数据。 ...

Core Viewpoint - The company anticipates future growth driven by several key factors, including increased penetration of advanced equipment, horizontal expansion of metamaterial technology applications, and strengthened market competition barriers [1] Group 1: Growth Drivers - Continuous improvement in the penetration rate of advanced equipment: The company's products have achieved a significant leap in value within the equipment system, transitioning from technology validation (0→1) to mass production (1→N), creating sustainable incremental space as equipment upgrade cycles progress [1] - Horizontal expansion of metamaterial technology application scenarios: Leveraging the transferability of its underlying technology platform, the company is breaking through existing application boundaries to establish a second growth curve [1] - Strengthening of market competition barriers: As the industry's pricing mechanism becomes increasingly market-oriented, the company's full industry chain layout and the advantages created by its know-how in large-scale production are expected to be further realized [1]

Core Viewpoint - The company, Guangqi Technology, has announced the recognition of its Luoyang base as a significant new type of research and development institution in Henan Province, highlighting its achievements in various technological and innovation categories [1] Group 1: Recognitions and Achievements - The Luoyang base has been recognized as one of the first major new-type R&D institutions in Henan Province [1] - The company has been designated as a specialized and innovative enterprise in Henan Province [1] - It has also achieved the status of a national high-tech enterprise [1] Group 2: Research and Development Facilities - The company has established the Henan Province Electromagnetic Wave Absorbing Material Engineering Technology Research Center [1] - It has set up a post-doctoral research workstation in Henan Province [1] - The Luoyang base includes a key laboratory for special functional materials and a pilot test base for electromagnetic functional composite materials [1] Group 3: Engineering and Technical Centers - The company has developed an engineering technology center in Luoyang [1] - It has established an enterprise engineering technology research center in Luoyang [1] - The company also has an enterprise R&D center in Luoyang [1]