Core Viewpoint - The company, Guangqi Technology, aims to leverage metamaterials technology to enhance its position in the aerospace and defense sectors, targeting significant market growth from hundreds of billions to trillions in the next decade [2][4]. Group 1: Strategic Focus - The company has outlined three strategic directions for 2025 to 2035: developing a super platform for next-generation aerospace equipment, focusing on advanced industrial fields through a "1+7+N" strategy, and exploring emerging applications such as low-altitude drones, robotics, and intelligent connected vehicles [1][2]. - The company emphasizes the importance of metamaterials technology in various fields, including defense, aerospace, and intelligent manufacturing, as a response to the global trend of equipment upgrades [1][2]. Group 2: Market Potential and Challenges - The market for next-generation aerospace equipment in China is projected to grow from hundreds of billions to trillions over the next decade, driven by the need for advanced technologies to meet complex structural demands [2][4]. - The company faces challenges in mass production of metamaterial products due to traditional technologies being inadequate for complex designs and manufacturing [2]. Group 3: Production Capacity and Expansion - Guangqi Technology is currently expanding its production capacity with five major bases under construction, including facilities in Luoyang, Foshan, Zhuzhou, Tianjin, and Leshan, expected to be operational by 2025 [3]. - The company has secured over 780 million yuan in new orders for metamaterial aerospace components, with plans for delivery by the end of 2025 [2]. Group 4: Product Development and Innovation - The company is set to launch the world's first full-body metamaterial drone by the end of 2024, with a planned monthly production capacity of 10,000 units starting in 2025 [4][5]. - The metamaterial drone features advanced capabilities such as self-networking and resistance to electromagnetic interference, significantly reducing costs from millions to tens of thousands of yuan [4][5]. Group 5: Future Directions - The company plans to continue investing in the aerospace sector while also expanding into low-altitude economies, intelligent vehicles, and humanoid robotics, utilizing metamaterials to enhance performance and reduce costs [5].

Core Viewpoint - The actual controller of Guangqi Technology has experienced a change in equity, resulting in a decrease of 2.07% in the shares controlled by Liu Ruopeng, but this does not affect the overall control of the company [2][4]. Group 1: Equity Change Details - The equity change is due to the alteration in the upper shareholders of Shenzhen Guangqi Space Technology Co., Ltd., leading to Liu Ruopeng no longer controlling 2.07% of Guangqi Technology's shares [2]. - Following the completion of the share transfer on April 10, 2025, Liu Ruopeng's control over the company shares decreased from 38.07% to 36.00%, reflecting a change of 2.07% [4]. - The share transfer involved New Horizon Communication selling approximately 29.00% of Guangqi Science's shares to unrelated investors, which resulted in the loss of control over Guangqi Science by Liu Ruopeng [3][4]. Group 2: Future Implications - After the completion of the share transfer, Guangqi Space will initiate changes in its board of directors. If the current directors do not remain, the action relationship between Guangqi Space and Tibet Yingbang will be dissolved [5]. - The company will disclose the situation regarding the dissolution of the action relationship once it occurs [5].

公司实际控制人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。 证券代码：002625 证券简称：光启技术 公告编号：2025- 024 光启技术股份有限公司 关于实际控制人权益变动超过1%的公告 2、本次权益变动不会导致公司控股股东及实际控制人发生变化。 公司于2025年4月1日发布《关于控股股东及其一致行动人之间构成一致行动 关系的原因发生变更的提示性公告》，光启空间为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"）的一致行动人；光启空间的间接控股股东 光启科学有限公司（以下简称"光启科学"）之控股股东New Horizon Wireless Communication Limited（以下简称"New Horizon Communication"）于2025年3 月29日签署相关协议，New Horizon Communication将其持有的光启科学约29.00% 股份出售给与光启科学、刘若鹏先生及西藏映邦无关联关系的其他投资者，后续 各方将申请办理股份过户登记手续。鉴于刘若鹏先生原先通过 ...

Group 1 - Guangqi Technology (002625) reached the daily limit increase, with a trading volume of 1.984 billion yuan and a turnover rate of 2.46% [1] - The post-market data shows that the Shenzhen Stock Connect special seat bought 147 million yuan and sold 133 million yuan, indicating significant interest from institutional investors [1] - One institutional special seat had a net sell of 11.9978 million yuan, suggesting some profit-taking or repositioning among institutional investors [1]

Core Viewpoint - The company, Guangqi Technology, is positioning itself in a trillion-level emerging innovation sector focused on metamaterials technology, which has extensive applications in defense, aerospace, and intelligent manufacturing [1][6]. Financial Performance - Guangqi Technology has experienced continuous double-digit growth in revenue and net profit since 2020, with revenues of 6.37 billion, 8.59 billion, 11.68 billion, and 16.94 billion from 2020 to 2023, reflecting growth rates of 32.25%, 35.01%, 35.88%, and 27.98% respectively [2]. - The net profit for the same period was 1.63 billion, 2.71 billion, 3.77 billion, and 5.83 billion, with growth rates of 41.90%, 66.25%, 38.86%, and 54.85% respectively [2]. - In the first three quarters of 2024, the net profit continued to grow at a rate of 20.05% year-on-year [2]. Strategic Planning - The company is launching a new ten-year strategic plan (2025-2035) to align with national goals and address market misconceptions about its core business [2][3]. - The new strategy includes three main components: building a super platform for core product technology in aerospace, focusing on a "1+7+N" strategy for advanced industrial capabilities, and exploring new applications in low-altitude drones, robotics, and intelligent connected vehicles [3][4]. Industry Positioning - Guangqi Technology emphasizes that it is not merely a materials company but a provider of technical services and a systems-level solution supplier in the aerospace equipment sector [3][6]. - The company has established a comprehensive metamaterials industry chain covering design, materials, manufacturing, and testing, which enhances its competitive edge [4]. Market Potential - The new generation of aerospace equipment is projected to be a trillion-level super track in China over the next decade, with significant growth expected from 100 billion to 1 trillion [6][7]. - The company aims to leverage its advanced metamaterials technology to meet the complex functional requirements of new aerospace equipment, which traditional technologies cannot fulfill [7][8].

Core Viewpoint - The company emphasizes the growing importance of metamaterials in the aerospace sector, asserting that they are essential for the next generation of aerospace equipment, which requires complex functional structures and high performance [1][3]. Group 1: Metamaterials and Aerospace - Metamaterials are defined as artificially engineered materials that exhibit extraordinary physical properties not found in natural materials, applicable in various fields including defense and aerospace [1]. - The market perception that metamaterials are limited to niche applications is challenged by the company, which argues that they are becoming a core technology in complex aerospace structures with significant market potential [1][3]. - Traditional aerospace manufacturing faces challenges, with a maximum yield of 20% when using conventional composite materials for complex structures, while metamaterials can achieve a high yield of 97.51% due to their integrated functional structure [4]. Group 2: Market Potential and Production - The aerospace sector is projected to see substantial revenue growth, with major U.S. defense contractors expected to generate a combined revenue of 1 trillion yuan in 2024, alongside a backlog of orders valued at 3.31 trillion yuan [4]. - The company has developed a comprehensive production system for metamaterials, including 4,641 specialized devices and 8,646 unique processing equipment, along with 161 types of specialized functional materials [4]. - The company is also exploring new applications for metamaterials beyond aerospace, including the development of the world's first full-body metamaterial drone, which is set to begin small-scale deliveries in 2024 [5]. Group 3: Advanced Drone Development - The advanced drone is designed to be low-cost, allowing for a significant quantity advantage and enabling distributed network capabilities for functions such as electronic reconnaissance and electromagnetic interference [5]. - The drone features an integrated avionics system capable of self-networking and resisting electromagnetic interference, with costs reduced to several hundred thousand yuan compared to millions for traditional models [5]. - The company is entering a high-density test flight phase for the metamaterial drone, indicating progress in its development [5].

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Core Insights - Metamaterials have become a core technology for the next generation of aerospace complex functional structures, with Guangqi Technology showcasing its strategic vision for 2025-2035 [1] - The aerospace equipment industry is a key arena for global technological competition, with significant revenue and order backlogs reported by major players [1] - Guangqi Technology has established itself as a leader in the metamaterials field, achieving breakthroughs in large-scale production and maintaining a high yield rate [3] Company Developments - Guangqi Technology has developed fourth-generation metamaterials that enhance electromagnetic modulation performance while reducing weight, suitable for complex environments [2] - The company has produced 163,138 metamaterial components with a yield rate of 97.51%, integrating a complete industrial ecosystem with 1 headquarters, 5 innovation bases, and 8 specialized subsidiaries [3] - The company is expanding into low-altitude economy and other sectors, with plans to establish a drone industry chain headquarters by the end of 2024 [3][4] Financial Performance - Guangqi Technology has achieved continuous revenue growth for nearly six years, with reported revenues of 1.168 billion yuan and 1.494 billion yuan for 2022 and 2023, respectively [4] - In the first three quarters of 2024, the company generated revenue of 1.269 billion yuan and a net profit of 537 million yuan [4] Future Outlook - The company plans to increase R&D investment in metamaterials and explore new market applications to contribute to industry advancement and societal development [4]

Core Viewpoint - The company has unveiled a ten-year development plan centered on metamaterial technology, aiming to capitalize on the transition of the aerospace equipment industry from a trillion to a ten-trillion scale, emphasizing the unique role of metamaterials in complex functional design [2] Group 1: Strategic Development - The company has established a comprehensive layout across the upstream, midstream, and downstream of the metamaterial industry, having developed 161 types of special functional materials [3] - The company has created a super platform for metamaterial R&D and manufacturing, featuring a 728.8-acre industrial base and extensive documentation, ensuring that products meet all new-generation aerospace equipment standards [4] Group 2: Production Capacity and Technology - The company is actively expanding new industrial bases to enhance production capacity and meet market demand, while also integrating a large number of robots and AI technology to improve efficiency and flexibility [5] - The company has achieved full domestic supply chain integration, ensuring product safety and reliability without reliance on imports [4]

2/ 5 复杂？ 证券代码：002625 证券简称：光启技术 光启技术股份有限公司投资者关系活动记录表 编号：2025-001 | | □分析师会议 ☑特定对象调研 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □路演活动 ☑新闻发布会 | | 类别 | ☑现场参观 | | | 其他: | | | 兴业证券、广发证券、海通证券、国投证券、国信证券、东方 | | 参与单位名称 | 证券、东北证券、长城证券、粤开证券、南方基金、璟澄资本、 | | | 泉果基金等 483 位机构及个人投资者 | | 时间 | 2025 年 4 月 8 日 14：00-20：00 | | 地点 | 佛山顺德海骏达希尔顿酒店、709 基地 | | 上市公司接待人 | 董事长：刘若鹏博士；董事、总经理：栾琳博士；董事：金曦 | | 员姓名 | 博士；独立董事：彭剑锋先生；董事会秘书：周建林先生 | | 投资者关系活动 | 公司董事长刘若鹏博士于公司2025-2035战略发布会现场 | | | 向各位投资者介绍了中美航空航天实力对比与挑战、超材料 | | | 在未来的应用与产业延伸前景、超 ...