KCT(SZ:002625) Zheng Quan Shi Bao Wang·2025-10-12 08:24Core Viewpoint - The company has signed contracts totaling 516 million yuan for the mass production of metamaterials, which are expected to impact its operational performance in 2023 and 2026 [1] Group 1: Contract Details - The company’s subsidiary, Shenzhen Guoke Advanced Technology Co., Ltd., has entered into two contracts: one for 272 million yuan and another for 244 million yuan, both related to metamaterial aerospace structural products [1] - The total contract value of 516 million yuan will be delivered by June 30, 2026, with clear terms regarding delivery, pricing, quality, and dispute resolution [1] Group 2: Research and Development - The company plans to continue investing in the research, production, and testing of metamaterials to enhance market competitiveness in next-generation aerospace structures [1] - The company has achieved CNAS accreditation, allowing it to provide testing services to various industries, including electronics and new energy vehicles [2] Group 3: Industry Insights - The production of metamaterials involves a reverse design process, focusing on specific applications and the corresponding manufacturing methods [2] - Unlike traditional industries, the non-standard nature of metamaterials production requires customized design and manufacturing capabilities, making it a high-value segment for the company [3] Group 4: Future Growth Potential - The company anticipates growth from increased penetration of advanced equipment, with a significant leap in the value contribution of its products within the equipment system [4] - The company is expanding its application scenarios and building a second growth curve by leveraging the transferability of its underlying technology platform [4]