KCT(SZ:002625) Jing Ji Guan Cha Wang·2025-12-08 03:49Company Dynamics - Guangqi Technology (002625.SZ) has achieved a significant milestone with its annual order total nearing 3.5 billion yuan, indicating strong growth potential for the company and the supermaterial industry [2] - On December 7, Guangqi Technology announced that its wholly-owned subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd., signed a mass production contract for supermaterial products worth 66.3 million yuan with one client and an additional 32.99 million yuan with two other clients, totaling 695.99 million yuan [2] - The company has disclosed six order announcements this year, with a total order amount reaching 3.485 billion yuan, marking a historical high, and all orders are expected to be delivered by the end of next year [2] AI Design and Material Revolution - Supermaterials are referred to as the "gene editing technology" of materials, enabling the customization of materials to achieve extraordinary physical properties through AI design and micro-nano lithography [3] - The fundamental difference between supermaterials and traditional materials lies in the approach: supermaterials are designed based on desired functionalities rather than existing properties, representing a successful practice of "reverse design" [3] - Guangqi's founder, Dr. Liu Ruopeng, pioneered AI-designed materials in 2009, which has been recognized as a groundbreaking achievement in material science [3] Full-Chain AI Manufacturing System - Guangqi Technology focuses on AI-driven design and micro-nano lithography for cross-scale manufacturing, providing design and manufacturing for advanced equipment in the cutting-edge sector [4] - The company has redefined "AI + manufacturing" through deep integration, emphasizing three pillars: AI-driven reverse design, a full-chain intelligent manufacturing system, and deep industry integration [4] Research and Development Innovations - The company has developed a new model of "function definition - reverse design" that leverages supercomputing and AI platforms to autonomously generate micro-structural solutions meeting specific physical performance requirements [5] - An intelligent system covering seven platforms, including supercomputing and digital twins, has been established to ensure precise transformation from design to product [5] - Guangqi has achieved large-scale breakthroughs in aerospace supermaterial structural components and is expanding into smart connected vehicles, swarm drones, and humanoid robots [5] Market Position and Recognition - Guangqi Technology has maintained steady growth for six consecutive years, securing a position in the A-share market with a market value exceeding 100 billion yuan [6] - The company has been included in multiple core indices, reflecting strong market recognition and investor confidence in its technological barriers and growth potential [6] - As of December 5, 2025, Guangqi Technology's market value stands at 104.9 billion yuan, showcasing strong competitiveness across various high-growth sectors [7] Strategic Industry Collaboration - The company has established a unique supermaterial industry system through the integration of AI and micro-nano manufacturing technologies, contributing to the upgrade of high-end manufacturing in the military and aerospace sectors [6] - Guangqi ranks third in the aerospace equipment sector and seventh in the new materials sector, collaborating with industry leaders to promote the large-scale application of high-performance composite materials [7] - The company's balanced layout across cutting-edge equipment, new materials, AI, and semiconductors demonstrates significant potential for industrial synergy [7]