Core Viewpoint - The stock of Guangqi Technology has shown a positive trend with a year-to-date increase of 4.06% and a significant rise of 29.60% over the past 60 days, indicating strong market interest and performance [1][2]. Financial Performance - For the first half of 2025, Guangqi Technology reported a revenue of 943 million yuan, representing a year-on-year growth of 10.70%, and a net profit attributable to shareholders of 386 million yuan, which is a 6.75% increase compared to the previous year [2]. - The company has distributed a total of 833 million yuan in dividends since its A-share listing, with 792 million yuan distributed over the last three years [3]. Stock Market Activity - As of September 18, Guangqi Technology's stock price reached 49.74 yuan per share, with a market capitalization of 107.169 billion yuan. The stock experienced a net inflow of 35.4545 million yuan from main funds [1]. - The company has appeared on the "龙虎榜" (a stock trading list in China) four times this year, with the most recent appearance on August 20, where it recorded a net purchase of 237 million yuan [1]. Shareholder Structure - As of June 30, 2025, Guangqi Technology had 120,400 shareholders, a decrease of 0.78% from the previous period, with an average of 17,900 circulating shares per shareholder, which is an increase of 22.19% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Shenwan Hongyuan Securities Co., Ltd., with notable increases in their holdings [3].

光启技术9月17日大宗交易平台共发生3笔成交，合计成交量510.00万股，成交金额2.42亿元。成交价格 均为47.54元，相对今日收盘价折价2.50%。 进一步统计，近3个月内该股累计发生39笔大宗交易，合计成交金额为31.12亿元。 | 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） | | | | | 352.75 | 16769.74 | 47.54 | -2.50 | 华福证券有限责任公司上海 | 中信证券股份有限 | | | | | | 浦明路证券营业部 | 公司深圳分公司 | | 122.52 | 5824.60 | 47.54 | -2.50 | 招商证券股份有限公司深圳 | 中信证券股份有限 | | | | | | 福华三路证券营业部 | 公司深圳分公司 | | 34.73 | 1651.06 | 47.54 | -2.50 | 国信证券股份有限公司上海 | 中信证券股份有限 | | | | ...

记者了解到，此次测试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 地及高精度多维度转台，全方位模拟各类通信场景；测试涵盖超1万个角度的信号验证，全面评估了华 为享界S9T车型在复杂场景下的通信性能，最终为该车型提供了覆盖全面的通信性能评估报告。 光启技术介绍，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"，依托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 起一套完整的汽车整车通信测试方案——既解决了传统近场测试中"有源指标测不准""天线偏心定位不 准"等核心技术难题，大幅提升测试结果的准确性与稳定性，同时通过紧缩场实验室精准测量车辆的通 信发射与接收能力。 据悉，光启技术目前已规划建设21个超材料电磁调制测试用微波暗室，其中包含国内极少数可提供 100MHz低频远场天线测试服务的系统、先进的9米级多探头球面近场测试系统等。这些原本服务于航 空航天领域的核心技术，如今"降维"赋能汽车检测，直接解决了传统测试无法覆盖的整车级 ...

| 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]

Core Insights - Liu Ruopeng, Chairman of Guangqi Technology, delivered a speech on the development and future trends of the global aerospace equipment industry, highlighting China's leap in metamaterials technology from "zero start" to "global leader" [1] Industry Overview - Metamaterials are described as a "gene editing" technology in the materials field, representing a material revolution that enables complex functional structure design, manufacturing, and mass production for the next generation of aerospace equipment [3] - These materials exhibit extraordinary properties across electromagnetic, acoustic, and mechanical fields, providing lightweight and high-strength characteristics, as well as functionalities like electromagnetic modulation in specific environments [3] Company Positioning - Guangqi Technology is the first and only company in China to achieve large-scale production of metamaterials across the entire industry chain, positioning itself as a core system supplier for the new generation of aerospace equipment [5] - The company has achieved a 44% reduction in overall costs compared to five years ago, with product prices 30% to 50% lower than industry standards [5] Research and Development - China holds a significant position in the global metamaterials research landscape, with its high-impact research papers accounting for a substantial portion of global output [4] - Guangqi Technology has filed over 6,000 patent applications, with more than 4,000 granted, making it the global leader in metamaterials patents [4] Strategic Initiatives - The company is expanding its production capacity, with the Zhuzhou 905 base expected to achieve large-scale production by October 2025, and the Tianjin 906 base set to commence operations by November 2025 [5] - Guangqi Technology has established a comprehensive industrial ecosystem by integrating 1 core headquarters, 5 innovation bases, and 8 specialized subsidiaries, along with a network of 1,919 upstream and downstream enterprises [5]

【 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） ...