| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-10-16 | 002625 | 光启技术 | 47.09 | 199.00 | 9,370.9 信律投证券股份 | 中信证券股份有限 | | | | | | | 有限公司北京东城 | 公司深圳分公司 | | | | | | | 分公司 | | | 2025-10-16 | 002625 | 光启技术 | 47.09 | 75.00 | 3,531.75中信建投证券股份 | 中信证券股份有限 | | | | | | | 有限公司北京东城 | 公司深圳分公司 | | | | | | | 分公司 | | | 2025-10-16 | 002625 | 光启技术 | 47.09 | 261.00 | 12,290中辖证券股份有限 | 中信证券股份有限 | | | | | | | 公司官兴新城路证 | 公司深圳分公司 | | | | | | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002625 证券简称：光启技术 公告编号：2025-088 光启技术股份有限公司关于控股 股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 光启技术股份有限公司（以下简称"公司"）于近日收到公司控股股东西藏映邦实业发展有限公司（以下 简称"西藏映邦"）的通知，获悉其所持有公司的部分股份解除质押，具体事项如下： 截至公告披露日，上述股东所持质押股份情况如下： ■ 三、其他情况说明 截至本公告披露日，公司控股股东西藏映邦剩余质押的股份不存在被平仓、冻结的风险，不会导致公司 实际控制权变更，不会对公司日常生产经营产生影响。公司将持续关注股东质押情况及质押风险情况， 按规定严格按照相关法律法规的要求及时履行信息披露义务，敬请广大投资者关注后续公告，并注意投 资风险。 四、备查文件 证券质押登记证明（部分解除质押登记） 光启技术股份有限公司 董 事 会 一、股东部分股份解除质押的基本情况 ■ 二、股东股份累计被质押的情况 二〇二五年十月十五日 ...

Group 1 - The establishment of the "Shenzhen Metamaterials Industry Alliance - Drone Swarm Innovation Subcommittee" marks a significant application of metamaterials in the drone swarm sector, aiming to address industry pain points through technological collaboration [1] - The Shenzhen Metamaterials Industry Alliance, founded in 2012, focuses on the research and development of metamaterials, standard formulation, and ecosystem construction to enhance China's competitiveness in the global metamaterials industry [1] - The new subcommittee targets the low-altitude economy, which is a core area for drone swarms, and aims to innovate applications of metamaterials in this field while establishing industry standards for high-quality development [1] Group 2 - In Q3, the company has initiated a comprehensive digital platform for drone manufacturing, focusing on a supply chain collaboration platform to create an end-to-end management system tailored for drone production [2] - The low-altitude economy is experiencing explosive growth at an annual double-digit rate, becoming a new focal point for global technology and industry competition [2] - The transition from single drones to drone swarm technology is essential to meet complex operational demands, leveraging multi-drone autonomous decision-making and collaborative operations [2] Group 3 - The concept of drone swarms represents a networked form of collective intelligence, which is expected to reshape the underlying logic of the low-altitude economy [3] - The purpose of the new subcommittee is to cultivate an industry ecosystem that deeply integrates metamaterials technology, digital manufacturing, and operational scenarios [3] - This collaborative model aims to consolidate industry resources and bind the upstream and downstream of the supply chain, creating a powerful force to promote the high-quality development of the low-altitude economy in China [3]

Core Insights - The establishment of the "Shenzhen Metamaterials Industry Alliance - Drone Swarm Innovation Subcommittee" marks a significant application of metamaterials technology in the drone swarm sector, aiming to address industry pain points and promote high-quality development in the low-altitude economy [1][2] Group 1: Industry Developments - The Shenzhen Metamaterials Industry Alliance, founded in 2012, focuses on the research and development of metamaterials technology, standard formulation, and ecosystem construction to enhance China's competitiveness in the global metamaterials industry [1] - The drone swarm technology is transitioning from "technology validation" to "scale application," leveraging multi-drone autonomous decision-making and collaborative operations to overcome the limitations of individual drones [2][3] Group 2: Company Initiatives - The company has initiated a comprehensive digital platform for drone manufacturing, creating an end-to-end management system that integrates supply chain, production, and management processes, ensuring standardized and traceable digital support across the industry chain [2] - The formation of the innovation subcommittee aims to cultivate an industry ecosystem that deeply integrates metamaterials technology, digital manufacturing, and operational scenarios, fostering collaboration among industry resources and enhancing the overall strength of the low-altitude economy [3]

Group 1 - The core viewpoint of the news is the establishment of the "Shenzhen Metamaterials Industry Alliance - Drone Swarm Innovation Subcommittee," which signifies a major advancement in China's drone industry and aims to enhance the application of metamaterials in drone swarms, promoting the transition from individual intelligence to collective intelligence in the low-altitude economy [1] - The Shenzhen Metamaterials Industry Alliance, founded in 2012, focuses on the research and development of metamaterials technology, standard formulation, and ecosystem construction, continuously improving China's competitiveness in the global metamaterials industry [1] - The newly formed subcommittee gathers key enterprises and research institutions in the aviation industry chain, with a core mission to promote innovative applications of metamaterials technology in drone swarms and to establish industry standards [1] Group 2 - In August, a capital increase involving Lightyear Technology, Chuangyitong, and Kobot was completed for Tianqiong Power, marking the formal establishment of a four-party collaboration that creates a complete industrial chain closed loop through precise role division and deep collaboration [2] - Lightyear Technology's Chairman, Dr. Liu Ruopeng, stated that in the third quarter, the company has fully initiated a comprehensive digital platform empowerment for drone manufacturing, focusing on "people, machines, materials, methods, environment, and measurement" to build an end-to-end control system tailored to drone production characteristics [2] - The digital management system aims to provide standardized and traceable digital support for all links in the industrial chain, extending upstream to supplier qualification audits and component quality traceability, and covering downstream production compliance supervision and finished product data archiving [2]

Core Viewpoint - The establishment of the Shenzhen Supermaterial Industry Alliance's Drone Swarm Innovation Subcommittee aims to promote the innovative application of supermaterial technology in the drone swarm sector and enhance the development of the low-altitude economy [2][3]. Group 1: Market Growth and Trends - The global drone market is entering a phase of explosive growth, with the market size projected to increase from $42.83 billion in 2020 to $88.9 billion by 2024, effectively doubling [3]. - In China, the total number of registered drones is expected to rise from 378,000 in 2020 to 2.177 million by 2024, indicating a rapid growth trend [3]. Group 2: Drone Technology and Applications - KobeTech, founded in 2009, focuses on the research, development, and application of industrial-grade drone systems, integrating core technologies across the entire industry chain [4]. - Drone applications have expanded to over 28 major industries and more than 120 service scenarios, with swarm drones emerging as a mainstream solution due to their advantages in AI and complex algorithms [4][5]. - Swarm drones differ from traditional drones by relying on multi-machine networking and autonomous collaboration, allowing for complex tasks and demonstrating advantages in collaborative control and decision-making [5]. Group 3: Supermaterial Technology - Supermaterial technology addresses the challenges faced by traditional drones when forming swarms, such as high costs and low performance due to communication and trajectory management issues [6]. - The integration of supermaterial technology in drone design can lead to high-performance, low-cost drones by embedding communication systems within the drone structure rather than adding them later [6][7]. Group 4: Industry Collaboration - The establishment of the 106 Base by Guangqi Technology aims to leverage supermaterial technology to enable drone swarms to achieve RF stealth and self-organizing capabilities [7][8]. - Tianqiong Power, a subsidiary of Chuangyitong, focuses on the research and manufacturing of complete drone systems and has established multiple production lines, including swarm drones [8]. - Industry collaboration is seen as a trend, allowing resources to be aggregated quickly for mutual benefit, which is a key objective of the newly formed Drone Swarm Innovation Subcommittee [8].

Core Insights - The establishment of the "Shenzhen Metamaterials Industry Alliance - Drone Swarm Innovation Subcommittee" marks a significant advancement in China's drone industry, aiming to leverage metamaterials technology to enhance drone swarm applications and promote the low-altitude economy from individual intelligence to collective intelligence [1][2][13] Group 1: Alliance Formation and Objectives - The Shenzhen Metamaterials Industry Alliance, founded in 2012, focuses on the research and development of metamaterials technology, aiming to enhance China's competitiveness in the global metamaterials industry [2] - The newly formed subcommittee aims to address industry pain points by promoting the application of metamaterials technology in drone swarms, establishing industry standards, and building a high-quality development ecosystem [2][4] Group 2: Collaborative Framework - The collaboration involves key players in the aviation industry, including Guangqi Technology, Chuangyitong, Kobot, and Tianqiong Power, to create a complete industrial chain loop from technology empowerment to component supply, whole machine manufacturing, and scene operation [4][6] - Guangqi Technology leads the initiative by providing foundational technological support and digital management tools to ensure end-to-end control of the production process [4][6] Group 3: Market Response and Future Prospects - Tianqiong Power has benefited from this collaborative framework, improving production efficiency and reducing costs, with plans to start mass production next year [7] - The drone swarm technology is transitioning from validation to large-scale application, addressing the limitations of single drones and enhancing operational efficiency through collective decision-making [10][12] - The establishment of the subcommittee is expected to drive the development of a robust ecosystem that integrates metamaterials technology, digital manufacturing, and operational scenarios, potentially leading to a trillion-dollar low-altitude intelligent economy [13]

Core Viewpoint - Guangqi Technology (002625.SZ) announced that its controlling shareholder, Tibet Yingbang Industrial Development Co., Ltd., is utilizing block trading to resolve related debts and reduce the pledge ratio [1] Summary by Relevant Sections - **Share Transfer Details** - From October 9, 2025, to October 14, 2025, Tibet Yingbang transferred a total of 24,800,000 shares through block trading, accounting for 1.15% of the company's total share capital [1] - Prior to this equity change, Tibet Yingbang held 581,684,601 shares, representing 27.00% of the total share capital [1] - After the equity change, Tibet Yingbang's shareholding decreased to 556,884,601 shares, which is 25.85% of the total share capital, reaching an integer multiple of 1% [1]

Core Points - On October 14, 2023, Guangqi Technology executed four block trades totaling 6.2 million shares, with a transaction value of 295 million yuan, at a price of 47.53 yuan, reflecting a discount of 2.50% compared to the closing price of the day [2] - Over the past three months, the stock has seen a total of 72 block trades, accumulating a transaction value of 5.557 billion yuan [2] - The closing price of Guangqi Technology on the same day was 48.75 yuan, down 1.32%, with a daily turnover rate of 2.42% and a total transaction amount of 2.561 billion yuan, indicating a net outflow of 107 million yuan in main funds [2] - In the last five days, the stock has decreased by 1.85%, with a total net outflow of 896 million yuan [2] - The latest margin financing balance for the stock is 7.943 billion yuan, which has increased by 356 million yuan over the past five days, representing a growth rate of 4.69% [2] - Guangqi Technology Co., Ltd. was established on July 18, 2001, with a registered capital of 2.154587862 billion yuan [2] Block Trade Summary - The block trades on October 14 included: - 261,000 shares for a transaction value of 124.05 million yuan at 47.53 yuan, with a discount of 2.50% [2] - 199,000 shares for a transaction value of 94.58 million yuan at the same price and discount [2] - 85,000 shares for a transaction value of 40.40 million yuan at the same price and discount [2] - 75,000 shares for a transaction value of 35.64 million yuan at the same price and discount [2]

每经AI快讯，光启技术（SZ 002625，收盘价：48.75元）10月14日晚间发布公告称，公司于近日收到公 司控股股东西藏映邦实业发展有限公司（以下简称"西藏映邦"）的通知，获悉其所持有公司的部分股份 解除质押，本次解除质押约7638万股。截至本公告日，西藏映邦累计质押股数约为3.56亿股，合计占其 所持股份比例为63.91%。 2025年1至6月份，光启技术的营业收入构成为：超材料行业占比99.48%，其他占比0.52%。 截至发稿，光启技术市值为1050亿元。 每经头条（nbdtoutiao）——中科院博导带队，中国固态电池技术又有重大突破！ （记者 王晓波） ...