Core Insights - The company reported a revenue of 943 million yuan for the first half of 2025, representing a year-on-year growth of 10.70% [1] - The net profit attributable to shareholders reached 386 million yuan, with a year-on-year increase of 6.75%, marking seven consecutive years of growth in both revenue and profit [1] Production and Capacity Expansion - The company achieved significant results in capacity expansion, with revenue from the mass production of metamaterials reaching 936 million yuan, a year-on-year increase of 47.35%, setting a historical record [1] - The ramp-up of the second phase of the 709 base's production capacity is progressing smoothly, with new capacity starting delivery in mid-May after being put into operation in October of the previous year [1] - Inventory increased by over 70% year-on-year and over 40% quarter-on-quarter, indicating early success from the expansion at the 709 base [1] Contracts and R&D Investment - The company signed contracts for mass production of metamaterial products totaling approximately 780 million yuan with two clients, providing stable support for capacity release [1] - R&D investment increased by 14.83% year-on-year, enhancing the company's core competitiveness and potentially solidifying its leading position in the metamaterials industry [1] Market Expansion - In addition to focusing on aerospace and marine equipment, the company is actively expanding into emerging sectors such as low-altitude economy, new energy vehicles, and robotics [2] - The company is constructing an advanced low-altitude drone industry chain headquarters in Leshan, and has successfully conducted test flights of a self-developed fixed-wing metamaterial low-altitude drone [2]

（文章来源：每日经济新闻） 光启技术（002625.SZ）8月18日在投资者互动平台表示，709基地二期于去年10月份投产。由于超材料 产品采用难度极高的非标准化生产工艺，投产后需要持续进行设备调试，人员招聘培训，管理体系建 设，生产线调整等大量工作，整体运营效率需要数月时间才能达到较为理想的状态。在此磨合期间709 基地二期正常生产，一般在超材料生产交付过程中，从上游原材料的生产到成品交付至少需要六个月的 生产制造周期，709基地二期在去年10月份投产后新增的产能，在今年5月中旬已经陆续开始交付，二季 度存货同比、环比均大幅度增加，二期扩产初见成效，公司产能压力有所缓解，产能释放预计在下半年 逐步体现。关于该部分收入的具体确认情况，请您留意公司披露的2025年半年度报告。 每经AI快讯，有投资者在投资者互动平台提问：您好，请问贵司顺德生产基地第二季度内是否有交付 产品？收入是否会体现在第二季度报表上？谢谢！ ...

证券日报网讯 8月18日晚间，光启技术发布公告称，公司第五届董事会第二十三次会议审议通过了《关 于2025年半年度报告全文及摘要的议案》等多项议案。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 8月18日晚间，光启技术发布公告称，公司第五届监事会第十七次会议审议通过了《关于 2025年半年度报告全文及摘要的议案》等多项议案。 ...

智通财经APP讯，光启技术(002625.SZ)发布2025年半年度报告，报告期内，公司实现营业收入9.43亿 元，同比增长10.70%。实现归属于上市公司股东的净利润3.86亿元，同比增长6.75%。实现归属于上市 公司股东的扣除非经常性损益的净利润3.76亿元，同比增长5.42%。基本每股收益0.18元。 ...

Group 1 - The core viewpoint of the article highlights Guangqi Technology's financial performance in the first half of 2025, showcasing significant growth in revenue and net profit [1] - The company's operating revenue reached 943 million yuan, representing a year-on-year increase of 10.70% [1] - The net profit attributable to the parent company was 386 million yuan, reflecting a year-on-year growth of 6.75% [1] Group 2 - The revenue from the company's metamaterials product business amounted to 936 million yuan, marking a substantial year-on-year increase of 47.35%, achieving a historical high [1] - Guangqi Technology has signed mass production contracts for metamaterials products with two clients, with a total contract value exceeding 780 million yuan, indicating rapid progress in related orders [1]

Core Insights - The company reported a revenue of 943 million yuan for the first half of 2025, representing a year-on-year growth of 10.70% [1] - The net profit attributable to shareholders of the listed company was 386 million yuan, showing a year-on-year increase of 6.75% [1] - The company announced plans not to distribute cash dividends, issue bonus shares, or increase share capital from reserves [1]

Core Viewpoint - The company reported a revenue of 943 million yuan for the first half of the year, reflecting a year-on-year growth of 10.70% [1] - The net profit attributable to shareholders reached 386 million yuan, an increase of 6.75% compared to the same period last year [1] - The basic earnings per share stood at 0.18 yuan [1] Financial Performance - Revenue for the first half of the year: 943 million yuan, up 10.70% year-on-year [1] - Net profit attributable to shareholders: 386 million yuan, up 6.75% year-on-year [1] - Basic earnings per share: 0.18 yuan [1]

格隆汇8月18日丨光启技术(002625.SZ)公布2025年半年度报告，上半年公司实现营业收入9.43亿元，同 比增长10.70%；归属于上市公司股东的净利润3.86亿元，同比增长6.75%；归属于上市公司股东的扣除 非经常性损益的净利润3.76亿元，同比增长5.42%；基本每股收益0.18元。 ...

证券代码：002625 证券简称：光启技术 公告编号：2025-065 光启技术股份有限公司 2025年半年度募集资金存放与使用情况的专项报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 根据中国证监会发布的《上市公司募集资金监管规则》和《深圳证券交易所 上市公司自律监管指引第 1 号——主板上市公司规范运作》《深圳证券交易所上 市公司自律监管指南第 2 号——公告格式：再融资类第 2 号上市公司募集资金年 度存放、管理与使用情况公告格式》等有关规定，光启技术股份有限公司（以下 简称"公司"、"本公司"）董事会编制了截至 2025 年 6 月 30 日募集资金存放 与使用情况的专项报告。 一、募集资金基本情况 （一）实际募集资金金额、资金到位情况 经中国证券监督管理委员会证监许可〔2016〕2587 号文核准，并经深圳证 券交易所同意，公司由主承销商国泰君安证券股份有限公司采用代销方式，向特 定对象非公开发行人民币普通股（A 股）股票 96,690.04 万股，发行价为每股人 民币 7.13 元，共计募集资金 689,400.00 万元，坐扣承销和保荐费用 ...