KCT(SZ:002625) 2 1 Shi Ji Jing Ji Bao Dao·2025-04-11 00:16Core 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].