智通财经APP讯，光启技术(002625.SZ)发布公告，公司于近日收到全资子公司深圳光启尖端技术有限责 任公司(以下简称"光启尖端")的通知，光启尖端与某客户签订了合计6.63亿元的超材料产品批产合同， 与另两家客户签订了合计3298.76万元的超材料产品批产合同。光启尖端近期累计与三家客户签订了合 计6.96亿元的超材料产品批产合同。 ...

光启技术（002625）(002625.SZ)发布公告，公司于近日收到全资子公司深圳光启尖端技术有限责任公 司(以下简称"光启尖端")的通知，光启尖端与某客户签订了合计6.63亿元的超材料产品批产合同，与另 两家客户签订了合计3298.76万元的超材料产品批产合同。光启尖端近期累计与三家客户签订了合计6.96 亿元的超材料产品批产合同。 ...

转自：证券时报 人民财讯12月7日电，光启技术(002625)12月7日公告，公司于近日收到全资子公司深圳光启尖端技术有 限责任公司（简称"光启尖端"）的通知，光启尖端与某客户签订了合计6.63亿元的超材料产品批产合 同，与另两家客户签订了合计3298.76万元的超材料产品批产合同。光启尖端近期累计与三家客户签订 了合计6.96亿元的超材料产品批产合同。相关产品预计将于2026年12月31日之前完成交付。 ...

每经AI快讯，12月7日，光启技术(002625.SZ)公告称，全资子公司光启尖端近日与三家客户签订了合计 69,598.76万元的超材料产品批产合同，相关产品预计将于2026年12月31日之前完成交付。合同的签订和 履行预计对公司2026年度的经营业绩产生影响，但不影响公司业务独立性。 ...

光启技术公告称，近日，其全资子公司光启尖端与三家客户签订超材料产品批产合同，合计金额 69,598.76万元。其中，与某客户合同金额66,300万元，与另两家客户合同合计3,298.76万元。相关产品 预计2026年12月31日前完成交付。本次合同预计影响2026年度业绩，履行不影响业务独立性。不过，合 同履行存在违约、无法全部履行或终止履行风险。 ...

证券代码：002625 证券简称：光启技术 公告编号：2025-105 光启技术股份有限公司 关于签订超材料产品批产合同的 自愿性信息披露公告 光启技术股份有限公司（以下简称"公司"）于近日收到全资子公司深圳光 启尖端技术有限责任公司（以下简称"光启尖端"）的通知，光启尖端与某客户 签订了合计 66,300 万元的超材料产品批产合同，与另两家客户签订了合计 3,298.76 万元的超材料产品批产合同。光启尖端近期累计与三家客户签订了合计 69,598.76 万元的超材料产品批产合同。 一、交易概述 根据上述合同内容，光启尖端将向某客户交付金额为 66,300 万元的超材料 航空结构产品，将向另两家客户交付金额为 3,298.76 万元的超材料航空结构产品。 光启尖端合计将向三家客户交付金额为 69,598.76 万元的超材料航空结构产品， 相关产品预计将于 2026 年 12 月 31 日之前完成交付。 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。 二、协议对方情况介绍 1、公司已按相关规定履行审批程序，豁免披露相关信息。 2、该客户与公司不存在关联关系。 ...

Core Viewpoint - The chairman of Guangqi Technology Co., Ltd., Dr. Liu Ruopeng, presented a comprehensive path for the industrialization of metamaterials technology in China at the "2025 Entrepreneur Boao Forum" [1] Group 1: Metamaterials Technology - The presentation highlighted the transition of metamaterials technology from laboratory breakthroughs to industrial application [1] - Dr. Liu emphasized that a large number of AI-driven technology companies will emerge, bringing disruptive technologies and fundamentally restructuring existing industry chains and divisions [1] Group 2: Industrialization Support - Guangqi Technology has established seven capability platforms: artificial intelligence, micro-nano manufacturing, polymer new materials, advanced composite materials manufacturing, precision manufacturing, microwave radio frequency technology, and advanced inspection and testing [1] - These platforms create a fully autonomous industrial chain system covering upstream, midstream, and downstream processes [1] Group 3: Empowerment of Emerging Fields - The open collaboration of the "seven capability platforms" aims to empower emerging fields such as intelligent connected vehicles and swarm drones comprehensively [1]

Core Viewpoint - Liu Ruopeng, Chairman of Guangqi Technology, disclosed the full-chain practice path of metamaterial technology from laboratory breakthroughs to industrialization at the "2025 Entrepreneur Boao Forum" [1] Group 1: Metamaterials - Metamaterials are referred to as the "gene editing technology" in the materials field, highlighting their importance in overcoming the limitations of natural material properties to achieve extraordinary performance through artificial customization [1] - The research has shifted from "material selection" to "functional customization," representing a successful practice of the "reverse design" paradigm [1] Group 2: Future Trends - Liu Ruopeng indicated that a large number of emerging technology companies driven by AI design will emerge, bringing not only disruptive technologies but also a complete restructuring of the existing industrial chain and division of labor [1]

Core Insights - The commercial aerospace market in China is poised for significant growth, driven by technological breakthroughs and policy support, with a potential market size reaching trillions [1] - The 2025 Commercial Aerospace Forum showcased advancements in various segments of the industry, including rocket launches and satellite management, indicating a robust development trajectory [1] Industry Overview - The commercial aerospace sector is experiencing a dual inflection point characterized by technological advancements and market expansion [1] - The opening of national major aerospace projects to commercial entities and the acceleration of in-orbit service capabilities are key factors contributing to this growth [1] Market Performance - As of December 4, 2025, the Zhongzheng General Aviation Theme Index (931855) rose by 1.08%, with notable increases in constituent stocks such as Plittech (up 12.17%) and Guanglian Aviation (up 9.04%) [1] - The General Aviation ETF Fund (561660) also saw a 1.10% increase, reflecting positive market sentiment towards the sector [1] Key Stocks - The top ten weighted stocks in the Zhongzheng General Aviation Theme Index account for 40.68% of the index, highlighting the concentration of market influence among these companies [2] - Notable stocks include Aerospace Electronics (600879) and Haige Communication (002465), which are among the top performers in the index [2][3]

Core Viewpoint - The company has begun to meet customer delivery demands since August, driven by the release of capacity at the Shunde Phase II base and improvements in the 2.0 technology [1] Group 1: Production Capacity and Expansion - The new base's production is primarily aimed at matching the incremental demand from customers during the 14th Five-Year Plan period [1] - The company has accelerated preparations for the Zhuzhou base, with 90% of infrastructure completed, 60% of electromechanical installations done, and 70% of the first batch of production equipment being debugged [1] - The selection process for personnel at the Zhuzhou base has been completed, and skills training is being strengthened [1] Group 2: Future Projections - The Zhuzhou base is expected to commence production by mid-January next year [1]