读书笔记、商业价值、认知差距

Core Viewpoint - The article discusses the significant commercial value of advanced materials, particularly focusing on Guangqi Technology and its metamaterials, which are likened to "gene editing" in the materials science field, indicating a transformative potential in various industries [1] Group 1: Commercial Value - Guangqi Technology's metamaterials represent a groundbreaking technology that can fundamentally alter existing materials, akin to coding in software development, which underpins its trillion-dollar commercial value [1] - The ceiling of commercial value is determined by the magnitude of the social problems these materials can address, with current applications in high-end equipment, especially in aerospace and defense [1] Group 2: Market Demand - The new generation of equipment has stringent requirements for stealth, communication, and structural lightweighting, which traditional materials cannot meet, making metamaterials a necessity rather than an option [1] - Guangqi Technology secured nearly 2.8 billion in orders this year, setting a historical record, as its products can directly influence the generational advantages of equipment [1]