证券代码：002625 证券简称：光启技术 公告编号：2025-070 光启技术股份有限公司 关于控股股东权益变动触及1%及5% 整数倍的提示性公告 公司控股股东保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 光启技术股份有限公司（以下简称"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"）在主管部门的指导下，在 2024 年下半年开展 了引入战略投资者、优化股权结构、化解相关债务、降低质押率的相关工作。按 照主管部门"公平公正、条件一致，统一部署、优中选优"的原则，遴选符合国 家利益、支持公司进一步发展壮大的耐心资本、可靠资本（仅限内资）作为战略 投资方。具体内容详见公司披露于《上海证券报》《证券时报》《中国证券报》 及巨潮资讯网（http://www.cninfo.com.cn）上的《关于控股股东拟通过协议转让 公司部分股份引进战略投资者的提示性公告》（公告编号：2024-059）、《关于 控股股东协议转让公司部分股份引进 3 家战略投资者暨权益变动的提示性公告》 （公告编号：2024-0 ...

证券代码：002625 证券简称：光启技术 公告编号：2025-069 西藏映邦向株洲投发协议转让公司部分股份事项已在中国证券登记结算有 限责任公司办理完成过户登记手续，并于 2025 年 9 月 1 日取得中国证券登记结 算有限责任公司出具的《证券过户登记确认书》，过户日期为 2025 年 8 月 29 日。本次协议转让办理情况与前期披露情况、协议约定安排一致。 本次权益变动后，株洲投发成为公司第二大股东，株洲投发承诺在转让完成 后的 36 个月内不减持本次协议转让所受让的公司股份 ，在前述期限内，株洲投 光启技术股份有限公司 关于控股股东协议转让公司部分股份 过户完成的公告 公司控股股东保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、本次协议转让基本情况 光启技术股份有限公司（以下简称"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"）为了化解自身债务问题，优化股权结构，于 2024 年 9 月 23 日与株洲超材料投资发展合伙企业（有限合伙）（以下简称"株 洲投发"，曾用名：株洲动力 ...

Summary of Key Points Core Viewpoint - The trading activity of Guangqi Technology on September 1 indicates significant market movements, with a total of 3 block trades amounting to 4.2589 million shares and a total transaction value of 219 million yuan, reflecting a discount of 3.00% compared to the closing price of the day [2]. Trading Activity - On September 1, Guangqi Technology experienced 3 block trades with a total volume of 4.2589 million shares and a transaction value of 219 million yuan, all at a price of 51.41 yuan per share, which is 3.00% lower than the closing price [2]. - Over the past three months, the stock has recorded a total of 16 block trades with a cumulative transaction value of 1.346 billion yuan [2]. Stock Performance - The closing price of Guangqi Technology on the reporting day was 53.00 yuan, showing a decline of 2.47%, with a daily turnover rate of 2.53% and a total transaction amount of 2.879 billion yuan [2]. - The stock has seen a net outflow of 485 million yuan in principal funds throughout the day, and over the past five days, it has increased by 2.55% while experiencing a total net outflow of 1.372 billion yuan [2]. Margin Financing - The latest margin financing balance for Guangqi Technology stands at 6.930 billion yuan, which has increased by 133 million yuan over the past five days, representing a growth rate of 1.96% [2].

Core Viewpoint - Guangqi Technology has achieved significant advancements in its supermaterial technology, leading to substantial revenue growth and market expansion, particularly in the civil and low-altitude economy sectors [1][5]. Group 1: Company Achievements - Guangqi Technology's subsidiary, Shenzhen Guangqi Supermaterial Technology Co., has successfully passed the CNAS qualification expansion assessment, enhancing its testing capabilities in composite materials and coatings [1]. - The company reported a revenue of 943 million yuan for the first half of 2025, a year-on-year increase of 10.70%, with net profit reaching 386 million yuan, up 6.75% [1]. - Supermaterial product revenue contributed 936 million yuan, marking a 47.35% increase, becoming the main driver of performance growth [1][2]. Group 2: Financial Performance - The proportion of revenue from supermaterial products rose from 74.55% to 99.23% year-on-year [2]. - The overall gross margin for Guangqi Technology increased to 55.06%, up 1.66 percentage points, while the gross margin for supermaterial products reached 54.95%, an increase of 0.26 percentage points [2]. - In 2024, supermaterial batch production revenue was 1.269 billion yuan, with a staggering growth of 911.24% in research income [2]. Group 3: Production Capacity and Expansion - The company has initiated large-scale production expansion in three locations: Zhuzhou, Tianjin, and Leshan, to meet the increasing demand for supermaterial products [3][4]. - The Zhuzhou 905 base is expected to begin large-scale production in October, while the Tianjin 906 base is on track for November [4]. - The company has established eight subsidiaries to cover the entire supply chain, ensuring coordinated production capacity across upstream, midstream, and downstream operations [3]. Group 4: Market Development - Guangqi Technology has accumulated a number of potential clients and application areas in the civil market, establishing a first-mover advantage [5]. - The company is actively involved in the low-altitude economy and has completed multiple extreme environment tests for its products [5]. - Guangqi Technology has invested in Leshan Tianqiong, an AI-driven drone manufacturer, to strengthen its position in the drone industry [6]. Group 5: Strategic Initiatives - The company aims to enhance the drone industry ecosystem through strategic partnerships and resource integration, focusing on the entire supply chain from core component R&D to application services [6]. - Guangqi Technology plans to continue exploring high-potential segments within the civil drone market, leveraging technology and capital collaboration [6].

Core Viewpoint - The announcement by Guangqi Technology regarding its subsidiary's successful accreditation by CNAS marks a significant upgrade in its testing capabilities in the metamaterials sector, enhancing efficiency and reducing costs associated with external testing [1][2] Group 1: Company Developments - Guangqi Technology's subsidiary, Shenzhen Guangqi Metamaterials Technology Co., Ltd., has successfully passed the CNAS accreditation expansion, indicating an upgrade in its testing capabilities [1] - The testing center is equipped with advanced testing systems, including high-precision scattering characteristic testing fields and the largest multi-probe spherical near-field testing system in Asia, which supports comprehensive testing from material characteristics to final product validation [1][2] - The company plans to have a total of 21 microwave anechoic chambers by the fourth quarter of 2025, which will significantly enhance its capacity for large-scale delivery and production of metamaterials [2] Group 2: Industry Implications - The CNAS accreditation expansion is a key move in Guangqi Technology's "metamaterials + AI" dual-driven strategy, positioning the company to capitalize on the growing applications of metamaterials in aerospace, new energy, and smart automotive sectors [2] - Companies with comprehensive testing capabilities and dual advantages in "technology + manufacturing" are expected to gain a competitive edge in the rapidly developing industry [2]

Core Viewpoint - The announcement by Guangqi Technology regarding the successful accreditation of its subsidiary's testing center marks a significant upgrade in its capabilities in the metamaterials field, enhancing efficiency and reducing costs associated with external testing [1][2]. Group 1: Testing Center Accreditation - Guangqi Technology's subsidiary, Shenzhen Guangqi Metamaterials Technology Co., Ltd., received expanded accreditation from the China National Accreditation Service for Conformity Assessment (CNAS) on August 28, 2023, indicating a substantial enhancement in its testing capabilities [1][2]. - The initial CNAS accreditation in July 2023 focused on "electromagnetic property testing," which was crucial for the company's metamaterial product development [2]. Group 2: Expanded Testing Capabilities - The recent expansion in August 2025 includes new testing capabilities in composite materials and coatings, while also deepening existing capabilities in geometric testing, electromagnetic property testing, and non-destructive testing [2]. - The testing center's metrology capabilities have been broadened to include 12 calibration procedures or standards across mechanical and thermal testing, aligning with international advanced standards [2]. Group 3: Equipment and Infrastructure - The testing center is equipped with high-precision scattering characteristic testing facilities, including a low-frequency far-field antenna testing system and the largest multi-probe spherical near-field testing system in Asia [3]. - A total of 21 microwave anechoic chambers will be operational by the fourth quarter of 2025, addressing the challenges of relying on external testing and facilitating rapid mass production and market delivery of metamaterial products [3]. Group 4: Industry Collaboration and Innovation - The testing capabilities not only support the company's product development but also empower various advanced manufacturing sectors such as smart automotive, communications, and renewable energy through technology spillover [4]. - Collaborations with multiple enterprises and academic institutions aim to enhance testing technology and industry integration, fostering innovation and accelerating the transformation of cutting-edge technological achievements [4].

Group 1 - The core viewpoint of the article highlights the significant changes in stock holdings by securities firms during the second quarter, with a focus on industries such as basic chemicals, machinery, automotive, and pharmaceuticals [1] - Securities firms collectively increased their positions in 63 stocks during the second quarter, with notable additions including Zhongke Titanium White, New Mileage, Jiangzhong Pharmaceutical, and Yuntianhua [1] - Several companies, including Chuanheng Co., Furan Energy, Ruida Futures, and Zhejiang Huaye, received attention from at least three securities firms, indicating strong interest [1] Group 2 - In terms of holding scale, data from Choice shows that Jiangsu Bank, Yong'an Futures, CITIC Securities, and Sinopec have the highest total shareholdings among securities firms [1] - As of the closing price on June 30, 2025, Jiangsu Bank leads with a holding market value of 11.026 billion yuan, followed by CITIC Securities and Yong'an Futures with 9.208 billion yuan and 6.507 billion yuan respectively [1] - Other companies such as Muyuan Foods, Cangge Mining, Sinopec, and Guangqi Technology also have significant market values in securities holdings [1]

两融数据显示，该股最新融资余额为69.86亿元，近5日增加2.35亿元，增幅为3.48%。（数据宝） 8月29日光启技术大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 折溢价（%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | （万元） | （元） | | | | | 294.00 | 15496.74 | 52.71 | -3.00 | 华福证券有限责任公司上海浦明 | 中信证券股份有限 | | | | | | 路证券营业部 | 公司深圳分公司 | | 160.30 | 8449.41 | 52.71 | -3.00 | 招商证券股份有限公司深圳福华 | 中信证券股份有限 | | | | | | 三路证券营业部 | 公司深圳分公司 | | 137.70 | 7258.17 | 52.71 | -3.00 | 万联证券股份有限公司上海浦东 | 中信证券股份有限 | | | | | | 新区世纪大道证券营业部 | 公司深圳分公司 | 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 ...

Market Overview - The Shanghai Composite Index rose by 0.37% on August 29, with 17 out of the 28 sectors experiencing gains, led by the comprehensive and electric equipment sectors, which increased by 3.86% and 3.12% respectively [1] - The defense and military industry saw an increase of 0.76% [1] - The sectors with the largest declines were household appliances and transportation, which fell by 1.82% and 1.69% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 69.47 billion yuan across the two markets, with 7 sectors experiencing net inflows [1] - The electric equipment sector led the net inflow with 3.12% increase and a total inflow of 3.13 billion yuan, followed by the food and beverage sector with a 2.42% increase and an inflow of 1.63 billion yuan [1] - The computer sector had the largest net outflow, totaling 17.30 billion yuan, followed by the electronics sector with a net outflow of 13.11 billion yuan [1] Defense and Military Industry Performance - The defense and military industry had a net inflow of 919 million yuan, with 76 out of 139 stocks in the sector rising [2] - The top three stocks with the highest net inflow were China Satellite Communications with 916 million yuan, Great Wall Military with 301 million yuan, and North Navigation with 261 million yuan [2] - The sector also had 6 stocks with net outflows exceeding 100 million yuan, led by Guangqi Technology with a net outflow of 754 million yuan [4] Top Gainers in Defense and Military Industry - The top gainers in the defense and military sector included: - China Satellite Communications: +8.82%, turnover rate 5.38%, net inflow 915.68 million yuan - Great Wall Military: +10.00%, turnover rate 15.52%, net inflow 301.08 million yuan - North Navigation: +5.79%, turnover rate 9.31%, net inflow 261.12 million yuan [2] Top Losers in Defense and Military Industry - The top losers in the defense and military sector included: - Guangqi Technology: -1.50%, turnover rate 2.66%, net outflow 754.39 million yuan - Jingjia Micro: -3.30%, turnover rate 6.56%, net outflow 271.68 million yuan - China Satellite: +1.90%, turnover rate 11.46%, net outflow 126.12 million yuan [4]

Core Viewpoint - Guangqi Technology (002625.SZ) has successfully passed the national CNAS expansion qualification recognition for its metamaterials testing center, enhancing its testing capabilities across various domains [1] Group 1: Testing Capabilities - The testing capabilities now cover composite materials, environmental testing, geometric testing, electromagnetic property testing, non-destructive testing, thermal testing, and coating capabilities [1] - The metamaterials testing center has also received CNAS recognition for its metrology testing capabilities, which includes a total of 12 calibration procedures or standards across mechanics and thermal testing [1]