光启技术刘若鹏：超材料是一场材料革命

Core Viewpoint - The aerospace industry is projected to be a trillion-dollar market, with China emerging as a global leader in metamaterials technology, which is crucial for the development of advanced aerospace equipment [2][5]. Industry Overview - The metamaterials technology is described as a "gene editing" technology in the materials field, representing a revolutionary advancement that enables the design, manufacturing, and mass production of complex structures in next-generation aerospace equipment [5]. - Metamaterials are created through micro-nano lithography to achieve "artificial molecular structures," allowing for the creation of materials that surpass natural ones in performance across electromagnetic, acoustic, and mechanical fields [6]. China's Position in Metamaterials - China has become a global leader in the metamaterials sector, excelling in research, industry, and patents, effectively reshaping the global landscape of the metamaterials industry [6]. - Chinese research papers in the field of metamaterials account for a significant portion of global high-impact publications, with the company leading in patent applications and grants, holding over 6,000 applications and more than 4,000 granted patents, making it the top in the world [6]. Company Strategy and Innovations - The company adopts a "deep innovation starting with the end" strategy, focusing on digital transformation and continuous cost reduction to drive breakthroughs [8]. - It is the first and only company in China to achieve large-scale production across the entire metamaterials supply chain, positioning itself as a core system supplier for next-generation aerospace equipment [8]. - The company has reduced overall costs to 44% of what they were five years ago, with product prices 30% to 50% lower than industry standards [8]. Infrastructure and Capacity Expansion - The company has established a comprehensive industrial layout consisting of a core headquarters, five innovation bases, and eight specialized subsidiaries, integrating 1,919 upstream and downstream enterprises into a complete ecosystem for metamaterials research, production, and application [8]. - To meet industry growth demands, the company is expanding its production capacity, with the Zhuzhou 905 base expected to commence large-scale production by October 2025, and the Tianjin 906 base on track for completion by November 2025 [8].