KCT(SZ:002625) Zheng Quan Ri Bao Wang·2025-10-29 09:45Core Insights - Guangqi Technology Co., Ltd. has signed a new batch production contract worth 215 million yuan for advanced metamaterials, marking a record total of 2.789 billion yuan in major orders for the year [1][2] - The company is focusing on high-end equipment and advanced metamaterials for aerospace structures, indicating a strong market demand and a strategic emphasis on enhancing technological barriers and production efficiency [1][2] Company Performance - Guangqi Technology has released four major order announcements this year, achieving a historical record in order volume, with a significant year-on-year increase [1] - The company’s effective transformation from orders to delivery is attributed to its deep expertise in metamaterial research, production, and supply chain management [1][2] Industry Context - The recent "14th Five-Year Plan" emphasizes high-level technological self-reliance and innovation, which is expected to drive significant market demand for metamaterials [2] - The demand for high-performance materials is rising due to modernization in equipment, supported by policy incentives and technological advancements, positioning the metamaterials sector for rapid growth [2] Future Outlook - Guangqi Technology plans to increase investment in research, production, and testing systems for metamaterials, focusing on the iterative upgrade of next-generation aerospace structures [1][2] - The company is anticipated to benefit from ongoing orders and new product mass production, potentially leading to broader growth opportunities in the high-end equipment manufacturing sector [2]