Core Insights - The company, Guangqi Technology, announced that its wholly-owned subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd. (referred to as "Guangqi Advanced"), has signed a total of 1.017 billion yuan contracts for the mass production of metamaterials with one client and an additional 260 million yuan contracts with four other clients, totaling 1.278 billion yuan in contracts with five clients [1] Summary by Category - **Contract Details** - Guangqi Advanced has signed a mass production contract worth 1.017 billion yuan with one client [1] - Additionally, contracts totaling 260 million yuan have been signed with four other clients [1] - The total value of contracts signed with five clients amounts to 1.278 billion yuan [1] - **Delivery Timeline** - The related products are scheduled to be delivered by June 30, 2026 [1]

Core Insights - The company, Guangqi Technology, has recently signed significant contracts for the mass production of metamaterials, totaling approximately 1.2778 billion yuan [1] Group 1 - Guangqi Technology's wholly-owned subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd., has entered into a contract with one client worth 1.01735 billion yuan for metamaterials [1] - Additionally, the subsidiary has signed contracts with four other clients, amounting to 260 million yuan for metamaterials [1] - The total value of contracts signed with five clients for metamaterials production is 1.2778 billion yuan [1]

Core Viewpoint - The company, Guangqi Technology, announced that its wholly-owned subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd., has signed mass production contracts for metamaterials products totaling 1.278 billion yuan with five clients [1] Group 1 - The subsidiary will deliver metamaterial aerospace structural products worth 1.017 billion yuan to one client [1] - The company will also deliver metamaterial aerospace structural products worth 260 million yuan to four other clients [1] - All related products are scheduled to be delivered by June 30, 2026 [1]

Core Viewpoint - The company has signed contracts totaling 1.278 billion yuan for the mass production of metamaterials with five clients, indicating strong demand and growth potential in the aerospace materials sector [1] Group 1 - The company’s wholly-owned subsidiary, Shenzhen Guoke Advanced Technology Co., Ltd., has secured contracts worth a total of 1.278 billion yuan for metamaterial products [1] - Among the contracts, the company will deliver metamaterial aerospace structural products worth 1.017 billion yuan to one client and 260 million yuan to four other clients [1] - The delivery of the related products is scheduled to be completed by June 30, 2026 [1]

自愿性信息披露公告 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。 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 101,735 万元的超材料产品批产合同，与另四家客户签订了合计 26,045.38 万元的超材料产品批产合同。光启尖端近期累计与五家客户签订了合 计 127,780.38 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 101,735 万元的超材料 航空结构产品，将向另四家客户交付金额为 26,045.38 万元的超材料航空结构产 品。光启尖端合计将向五家客户交付金额为 127,780.38 万元的超材料航空结构产 品，相关产品将于 2026 年 6 月 30 日之前完成交付。 证券代码：002625 证券简称：光启技术 公告编号：2025-071 光启技术股份有限公司 关于签订超材料产品批产合同的 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。 五、风险提示 本次签订的合 ...

Core Insights - The company, Guangqi Technology, announced that its wholly-owned subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd., has signed mass production contracts for metamaterials products totaling 1.278 billion yuan with five clients [2] Group 1 - The contracts include a significant delivery of metamaterial aerospace structural products worth 1.017 billion yuan to one client [2] - The remaining four clients will receive metamaterial aerospace structural products valued at 260 million yuan [2] - All products are scheduled for delivery by June 30, 2026 [2]

Core Viewpoint - The company, Guangqi Technology, has recently signed substantial contracts for the mass production of metamaterials, indicating strong demand and growth potential in this sector [1] Group 1: Contract Details - Guangqi Technology's wholly-owned subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd., has signed a mass production contract for metamaterials worth a total of 1.017 billion yuan with one client [1] - Additionally, the subsidiary has entered into contracts totaling 260 million yuan with four other clients for the same product category [1] - In total, Guangqi Advanced has secured contracts amounting to 1.278 billion yuan with five clients for the mass production of metamaterials [1] Group 2: Delivery Timeline - The products related to these contracts are scheduled to be delivered by June 30, 2026 [1]

人民财讯9月5日电，光启技术（002625）9月5日晚间公告，公司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10.17亿元的超材料产品批产合 同，与另四家客户签订了合计2.6亿元的超材料产品批产合同。光启尖端近期累计与五家客户签订了合 计12.78亿元的超材料产品批产合同。 ...

资金面上看，今日军民融合概念板块获主力资金净流出110.73亿元，其中，191股获主力资金净流出， 28股主力资金净流出超亿元，净流出资金居首的是长城军工，今日主力资金净流出7.53亿元，净流出资 金居前的还有中航沈飞、中国长城、光启技术等，主力资金分别净流出3.97亿元、3.90亿元、3.77亿 元。今日主力资金净流入居前的概念股有万里马、伟隆股份、信测标准等，主力资金分别净流入1.29亿 元、9124.68万元、5128.09万元。（数据宝） 军民融合概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601606 | 长城军工 | -10.00 | 11.86 | -75287.56 | | 600760 | 中航沈飞 | -9.32 | 2.43 | -39743.50 | | 000066 | 中国长城 | -4.84 | 4.90 | -39009.42 | | 002625 | 光启技术 | -6.02 | 2.83 | -37698.99 | | 000519 | 中兵 ...

Group 1 - The core viewpoint of the news is that Guangqi Technology's stock has experienced a decline, with a 5.03% drop on September 3, leading to a cumulative decline of 6.04% over three consecutive days [1] - As of the report, Guangqi Technology's stock price is at 49.23 yuan per share, with a trading volume of 1.963 billion yuan and a turnover rate of 1.81%, resulting in a total market capitalization of 106.07 billion yuan [1] - Guangqi Technology, established on July 18, 2001, and listed on November 3, 2011, focuses on the research, production, and sales of next-generation metamaterials and advanced equipment, with 99.23% of its revenue coming from metamaterial products [1] Group 2 - From the perspective of fund holdings, one fund under Huatai-PineBridge has Guangqi Technology as its top holding, with a reduction of 500 shares in the second quarter, now holding 26,900 shares, which constitutes 8.51% of the fund's net value [2] - The fund, Huatai-PineBridge Specialized New 100 Index Initiation A (018774), has a current scale of 11.1317 million, with a year-to-date return of 31.67% and a one-year return of 81.02% [2] - The fund manager, Luo Hao, has been in position for 358 days, with the fund's total asset size at 3.098 billion yuan, achieving a best return of 83.98% during his tenure [3]