Core Viewpoint - The company has established the largest scale of large-scale compression chambers/multi-probe microwave darkroom clusters in the country, enhancing its capabilities in electromagnetic testing across various sectors, including aerospace and intelligent automotive industries [1] Group 1: Electromagnetic Testing Capabilities - The company is focusing on expanding its electromagnetic detection capabilities, which now cover cutting-edge equipment, aerospace, and intelligent automotive wireless communication fields [1] - Significant breakthroughs have been achieved in the commercial aerospace satellite sector, where the company has assisted a core supplier of satellite antennas in conducting extensive research and validation testing [1] Group 2: Manufacturing Collaborations - The company has established the largest group of autoclaves in the country, which are essential for the manufacturing of composite/metal structural components in the commercial aerospace sector [1] - Ongoing business cooperation is being developed with a certain unit for the manufacturing of aerospace structural components [1]

Core Viewpoint - The wave-absorbing materials industry in China is experiencing unprecedented growth opportunities driven by the proliferation of 5G/6G communication technologies, explosive growth in the electric vehicle industry, and accelerated modernization of national defense. The market size is projected to grow from 9.2 billion yuan in 2019 to 15.2 billion yuan by 2024, with a compound annual growth rate (CAGR) of 10.6% [1][6]. Industry Overview - Wave-absorbing materials are designed to absorb or significantly reduce electromagnetic wave energy, thereby minimizing interference. They are required to have high absorption rates across a wide frequency range, as well as lightweight, temperature resistance, moisture resistance, and corrosion resistance [2][3]. - The classification of wave-absorbing materials includes absorption-type, interference-type, and various loss mechanisms such as resistive, dielectric, and magnetic loss types [2]. Industry Value Chain - The upstream raw materials for wave-absorbing materials include non-ferrous metals such as iron, copper, nickel, chromium, silicon, titanium, and aluminum. The midstream involves the production and manufacturing of wave-absorbing materials, while the downstream applications span electric vehicles, 5G communication, consumer electronics, and photovoltaic energy storage [3][4]. Current Industry Status - The global market for wave-absorbing materials is on an upward trend, expected to reach 6.138 billion USD by 2024, reflecting a year-on-year increase of 6.8%. This growth is primarily driven by demand in military, aerospace, communication, and electronic information sectors [5][6]. Competitive Landscape - Historically, the wave-absorbing materials market has been dominated by foreign manufacturers such as ARC, 3M, DuPont, Henkel, TDK, and NEC. However, domestic companies in China are advancing technologically, with firms like Shenzhen Feirongda Technology Co., Ltd., Beikong Technology Co., Ltd., and others achieving competitive product standards [7][8]. Industry Development Trends 1. **Performance Improvement**: Future developments will focus on enhancing performance in high-frequency absorption, wide frequency coverage, and multifunctional integration. The rise of 5G/6G communication and millimeter-wave radar technologies necessitates materials that maintain excellent absorption performance at high frequencies [9]. 2. **Application Expansion**: Initially used in military applications, wave-absorbing materials are now extending into civilian sectors, including smart vehicles and IoT, where they help mitigate electromagnetic interference and enhance system reliability [10][11]. 3. **Green and Intelligent Transformation**: The industry is moving towards smart manufacturing and green production practices, emphasizing the use of eco-friendly raw materials and low-emission processes, such as water-based coating technologies [12].

每经头条（nbdtoutiao）——秒光！1499元飞天茅台上线即空，i茅台App冲上苹果购物榜第一，10万用 户已下单！经销商同价做回馈，1000箱很快卖完 每经AI快讯，光启技术1月5日晚间发布公告称，光启技术股份有限公司于2025年12月30日召开第五届 董事会第二十八次会议，审议通过了《关于回购公司股份方案的议案》。现将公司2025年12月30日前十 大无限售条件股东披露如下：西藏映邦实业发展有限公司持约4.96亿股，占比23.01%；株洲超材料投资 发展合伙企业（有限合伙）持约1.08亿股，占比5%；石庭波持约6288万股，占比2.92%；香港中央结算 有限公司持约4657万股，占比2.16%；深圳空间梦想智能装备有限公司持约4080万股，占比1.89%；中 国工商银行股份有限公司－华泰柏瑞沪深300交易型开放式指数证券投资基金持约2349万股，占比 1.09%；申万宏源证券有限公司持约2138万股，占比0.99%；石丽云持约2055万股，占比0.95%；中国建 设银行股份有限公司－易方达沪深300交易型开放式指数发起式证券投资基金持约1781万股，占比 0.83%；俞旻贝持1590万股，占比0.7 ...

证券代码：002625 证券简称：光启技术 公告编号：2026-002 光启技术股份有限公司 根据相关法律法规和规范性文件的规定及时履行信息披露义务，敬请广大投资者 注意投资风险。 根据中国证监会《上市公司股份回购规则》《深圳证券交易所上市公司自律 监管指引第 9 号——回购股份》的相关规定，回购期间，上市公司应当在每个 月的前三个交易日内披露截至上月末的回购进展情况。现将公司回购股份进展情 况公告如下： 一、回购股份的进展情况 截至 2025 年 12 月 31 日，公司暂未实施股份回购。 二、其他说明 公司后续将根据市场情况在回购期限内实施本次回购计划，并将在回购期间 1 关于回购公司股份的进展公告 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 2025 年 12 月 30 日召开第 第五届董事会第二十八次会议，审议通过了《关于回购公司股份方案的议案》， 同意公司使用自有资金通过深圳证券交易所交易系统以集中竞价交易方式回购 公司已发行的部分人民币普通股（A 股）股票。本次回购股份将用于后续员工 持股计划或股权激 ...

证券代码：002625 证券简称：光启技术 公告编号：2026-001 光启技术股份有限公司 关于回购股份事项前十大股东及前十大无限售条件 股东持股情况的公告 | | 式证券投资基金 | | | | --- | --- | --- | --- | | 10 | 俞旻贝 | 15,900,000 | 0.74 | 注：上表股东的持股数量为合并普通账户和融资融券信用账户后的持股数量总和。 二、公司前十大无限售条件股东持股情况 | 序号 | 股东名称 | 持股数量（股） | 占无限售条件流通股 | | --- | --- | --- | --- | | | | | 股份总数比例（%） | | 1 | 西藏映邦实业发展有限公司 | 495,770,667 | 23.01 | | 2 | 株洲超材料投资发展合伙企业（有 限合伙） | 107,729,394 | 5.00 | | 3 | 石庭波 | 62,882,461 | 2.92 | | 4 | 香港中央结算有限公司 | 46,569,760 | 2.16 | | 5 | 深圳空间梦想智能装备有限公司 | 40,799,936 | 1.89 | | 6 | 中国工商 ...

Group 1 - Fenglong Co., Ltd. has no plans for restructuring or listing through the company in the next 36 months [1] - Wu Zhi Electromechanical's business in robotics and commercial aerospace accounts for approximately 1% of its main business revenue [1] Group 2 - Zhongse Co., Ltd.'s subsidiary plans to invest in a lead-zinc mining expansion project with a capacity of 1.65 million tons per year [1] - Tianyuan Co., Ltd.'s subsidiary intends to invest in a project to produce 100,000 tons of titanium dioxide via chlorination [1] Group 3 - Zhejiang Construction Investment's subsidiary signed a construction contract worth 1.8 billion yuan [1] - Jinpan Technology signed a contract worth approximately 696 million yuan for a data center project [1] - Shensi Electronics won a bid for the construction of low-altitude support facilities for the Jinan digital low-altitude flight management service platform [1] Group 4 - Yalake Co., Ltd. plans to acquire a 51% stake in Wukuang Salt Lake [1] - Shengxin Lithium Energy's subsidiary intends to acquire a 30% stake in Qicheng Mining [1] - Jiete Biological plans to acquire 70% of Jieke Membrane for 7.9199 million yuan [1] Group 5 - Baili Tianheng plans to repurchase shares worth 100 million to 200 million yuan [2] - Zhongju Gaoxin intends to repurchase shares worth 300 million to 600 million yuan [2] - Jiete Biological plans to repurchase shares worth 15 million to 30 million yuan [1][2] Group 6 - Zijin Mining expects a net profit increase of approximately 59% to 62% for the year 2025 [2] - Zongheng Co., Ltd. plans to raise no more than 548 million yuan through a private placement [2]

Core Viewpoint - The company, Guangqi Technology, has achieved widespread recognition for its metamaterials technology in the aviation sector, with large-scale applications in next-generation aviation equipment and a competitive edge in commercial aerospace [1] Group 1: Company Developments - The company's metamaterials technology has been widely recognized by clients in the aviation field [1] - There has been large-scale application of this technology in next-generation aviation equipment [1] - The company is also making significant progress in the commercial aerospace sector, leveraging its technological advantages [1] Group 2: Future Prospects - As production capacity increases, the company is enhancing its capabilities in other industries [1] - The company will announce substantial business progress in the commercial aviation sector in a timely manner [1] - Specific developments will be disclosed through official company announcements [1]

Core Viewpoint - The company is making significant progress in the large-scale manufacturing of swarm drones, with the Leshan base expected to be ready for mass production by Q1 2026 [1] Group 1 - The company is providing comprehensive support for the large-scale manufacturing of swarm drones [1] - The Leshan base is progressing smoothly towards its production goals [1] - Mass production capabilities are anticipated to be achieved in the first quarter of 2026, with gradual capacity release thereafter [1]

Group 1 - The core viewpoint of the article is that Guangqi Technology (002625.SZ) is currently leading in the development and delivery of metamaterial radar covers for various new-generation aviation equipment in China, achieving advanced performance levels both domestically and internationally [1] - The company holds a dominant market share in the metamaterial radar cover sector [1] - Currently, Guangqi Technology has not developed radar covers for automotive companies such as BYD, but will announce any future collaborations in a timely manner [1]

Group 1 - The company, Guangqi Technology, is currently developing and delivering metamaterial radar covers for various new-generation aviation equipment models in China, achieving advanced performance levels both domestically and internationally [2] - The company holds a dominant market share in the metamaterial radar cover sector [2] - As of now, the company has not developed radar covers for automotive companies like BYD, but will announce any future collaborations promptly [2]