KCT(SZ:002625) Zheng Quan Ri Bao Wang·2025-12-08 07:49Core Insights - Guangqi Technology Co., Ltd. has signed a mass production contract for metamaterials worth 663 million yuan with a core customer, along with additional collaborations totaling 33 million yuan, bringing the total new orders to 696 million yuan, expected to be delivered by December 31, 2026 [1] - The company has disclosed six order announcements this year, achieving a record total order amount of 3.485 billion yuan, indicating significant potential for performance growth in the coming year [1] - Metamaterials, described as the "gene editing technology" of materials, allow for the customization of material properties through AI design and micro-nano lithography, marking a shift from traditional material selection to function-driven design [1] Company Overview - Guangqi Technology specializes in AI-driven design and micro-nano lithography for the revolutionary technology of metamaterials, providing design and manufacturing for advanced equipment in the fields of structural components, electromagnetic modulation, and avionics integration [2] - The company has redefined the concept of "AI + manufacturing" through deep integration of AI and manufacturing, focusing on three pillars: AI-driven reverse design, a fully intelligent manufacturing system, and deep industry integration [2] - The research and development approach has shifted from traditional "design-material selection-manufacturing" to a new model of "function definition-reverse design," utilizing supercomputing and AI platforms to autonomously generate micro-structural solutions that meet specific physical performance requirements [2] Industry Position - With the continuous increase in orders and the expansion of technical applications, Guangqi Technology is accelerating its transition from laboratory research to industrialization [3] - The company's dual-driven model of "technology + capital" not only solidifies its leading position in the metamaterials sector but also provides an innovative model for the transformation and upgrading of high-end manufacturing in China [3]