团队通过在材料结构中引入梯形支撑段和加强梁等特定几何特征，将"多稳定性"编程到软结构中，使其 能够以多种稳定状态存在。这些结构形成"能量屏障"，使材料在外部驱动力消失后仍能锁定在新的形态 中，持久保持形状。该超材料采用3D打印制造，构建出很多相互连接的微结构单元，每个单元可在"打 开"与"关闭"状态之间快速切换，且切换后无需持续供能即可维持新形态。 通过将多个这样的基本单元像积木一样组合，团队构建出复杂的三维结构，不仅能够整体变形，还能在 外部磁场驱动下产生类似蠕动的运动。尤为关键的是，即使在长期暴露于机械应力和模拟人体胃部的强 酸腐蚀环境后，该材料仍能保持功能完整性。 这种可远程调控形状与尺寸的超材料，有望在医疗领域实现精确定位、靶向药物递送或在体内特定位置 施加可控的机械刺激。目前，团队正与外科医生合作，致力于设计无线流体控制系统，以应对当前临床 中尚未满足的重要医疗需求。 （文章来源：科技日报） 由美国莱斯大学领导的研究团队开发出一种新型超材料，兼具柔软性与高强度，能够通过远程控制快速 改变其尺寸和形状。这一成果有望赋予体内医疗设备全新的能力，标志着可植入和可摄入医疗设备领域 的一项重大突破。相关论文发 ...

除了在传统隐身与热障防护领域持续深耕，龙博新材还积极拓展新型防护场景的应用边界，不断丰富产品体系和服务能力：无溶剂重防腐涂层：专为舰 船、石油化工等恶劣环境设计，涂层厚度可达300-400μm，具备卓越的耐腐蚀性能，可在高盐雾、强酸碱等复杂工况下长期服役，显著提升装备的环境适 应性；燃油蒸汽阻隔涂层：适用于大型飞行器整体油箱内部防护，具有良好的化学稳定性与密封性能，可与各类防护底漆配套使用，有效防止燃油蒸汽泄 漏，提升飞行安全等级。 这些创新产品的推出，标志着龙博新材在军民融合领域的应用场景不断拓展，企业不仅在国防军工领域占据重要地位，也在新能源、海洋工程、轨道交通 等多个民用市场展现出强大的发展潜力。未来，龙博新材 表示将持续加大研发投入，深化技术积累，推动特种功能涂层材料在更广泛领域的深度应用， 助力我国高端制造迈向更高水平。 进入2025年，龙博新材迎来快速发展期。公司自主研发的特种功能涂层技术在多个关键客户项目中表现优异，获得行业高度认可。相关预研工作稳步推 进，技术成果加速转化为实际产品，推动企业业务全面迈入增长快车道。 龙博新材自主研发的特种功能涂层技术在多个关键客户项目中表现出色，获得高度评价。 ...

Financing and Investment - Jiangsu Qingyun New Materials Co., Ltd. announced the completion of several hundred million C-round financing, led by Yuanhe Puhua, with follow-on investments from Hongxian Capital and Zhongyi Investment [1] - The financing will primarily be used for the research and development of the next-generation Kunlun supermaterials, global capacity expansion, and the construction of an industrial ecosystem [1] Technological Breakthroughs - Qingyun New Materials has successfully broken a 60-year overseas technology monopoly, filling a gap in China's new materials technology industry [4] - The company has achieved full-chain autonomy in the research and development of supermaterials, from raw material formulation to core equipment and production processes [4] - The self-developed Kunlun material has a fiber fineness that is one-third of similar competing products, combining "waterproof and breathable" with "strong and lightweight" characteristics, surpassing international giants in performance metrics [4] Production Capacity and Sustainability - Qingyun New Materials has built the first domestic and globally leading 15,000-ton intelligent production line, achieving exponential growth in capacity within three years [6] - The company has a market share exceeding 33%, with a 100% self-controlled supply chain, and has adopted advanced energy recycling technologies to align with carbon neutrality goals [6] - The Kunlun material has received ESG certification, positioning the company as a new benchmark for green manufacturing in the industry [6] Market Applications and Ecosystem Development - The Kunlun material is a special fiber material with strong plasticity, suitable for various processing techniques, and is available in both hard and soft structural forms [8] - Qingyun New Materials empowers nearly a hundred high-value application scenarios in sectors such as healthcare, semiconductors, construction, and protection [9] - The company has launched a dual-brand strategy, "Kunlun Inside," to avoid price competition and collaborate deeply with industry-leading clients to develop customized solutions [9] Future Outlook - The product's unique performance and wide application scenarios open up vast market opportunities for Qingyun New Materials [13] - The company aims to reconstruct safety boundaries through material science, positioning Chinese manufacturing as a reliable "safety card" in the global supply chain [15] - The C-round financing is a key milestone for the company's development, focusing on technological innovation to drive industrial upgrades and contribute to the high-quality development of China's manufacturing industry [15]

Core Insights - Guangqi Technology hosted a research and site visit for 125 institutional and individual investors, discussing the company's development history, technology applications, cooperation projects, and future plans [1] Group 1: Historical Contributions and Industry Role - Chairman Liu Ruopeng emphasized the evolution of China's aerospace equipment since the "September 18" incident, highlighting the shift from reliance on imported outdated models to self-research and continuous iteration [2] - The company has developed multiple capability platforms centered on metamaterials technology, holding over 6,000 patents and managing a 728.8-acre industrial base, overcoming technical and mass production bottlenecks [2] Group 2: Collaboration with Huawei - Guangqi Technology partnered with Huawei in the smart automotive testing sector, creating a comprehensive testing environment that simulates real communication scenarios [3] - This collaboration enabled Huawei's smart vehicles to achieve the world's first "S-level certification" for overall vehicle communication performance, addressing traditional testing inefficiencies [3] Group 3: Metamaterials Technology - Metamaterials are characterized by their ability to achieve superior performance through micro-design and manufacturing, requiring a reverse design process from application needs [4] - The non-standard and customized nature of metamaterials production presents a unique challenge, emphasizing Guangqi Technology's irreplaceable and high-value capabilities [4] Group 4: Mass Production Technology - Guangqi Technology's mass production technology 2.0 has a incubation period of approximately 10 months, allowing for flexible capacity expansion while controlling capital expenditures [5] - The technology includes over 160 process improvements, enhancing efficiency by more than 30% across various production stages, with the first phase of upgrades expected to be completed by year-end [5] Group 5: Growth Drivers and UAV Development - Future growth for Guangqi Technology is driven by increased penetration of advanced equipment, expanded application scenarios for metamaterials, and strengthened market competition barriers [6] - The company's UAV has completed field test flights and is entering the trial production phase, aiming to leverage core metamaterial technology across relevant fields [6]

记者了解到，此次测试依托光启技术的航空航天级紧缩场检验检测技术，通过专业的航空航天级测试场 地及高精度多维度转台，全方位模拟各类通信场景；测试涵盖超1万个角度的信号验证，全面评估了华 为享界S9T车型在复杂场景下的通信性能，最终为该车型提供了覆盖全面的通信性能评估报告。 光启技术介绍，传统汽车通信性能测试多依赖近场或外场环境，存在有源指标测量偏差大、天线偏心定 位难、场景复现效率低等痛点，难以满足智能网联汽车对高精度、全场景通信能力的严苛要求。此次联 合实验室创新性采用"航空试验方法"，依托光启技术超材料七大能力平台中的先进检验检测技术，构建 起一套完整的汽车整车通信测试方案——既解决了传统近场测试中"有源指标测不准""天线偏心定位不 准"等核心技术难题，大幅提升测试结果的准确性与稳定性，同时通过紧缩场实验室精准测量车辆的通 信发射与接收能力。 据悉，光启技术目前已规划建设21个超材料电磁调制测试用微波暗室，其中包含国内极少数可提供 100MHz低频远场天线测试服务的系统、先进的9米级多探头球面近场测试系统等。这些原本服务于航 空航天领域的核心技术，如今"降维"赋能汽车检测，直接解决了传统测试无法覆盖的整车级 ...

Group 1: Company Overview and Strategic Positioning - The company is a leader in the metamaterials industry, focusing on the development and industrialization of advanced materials for aerospace applications [2][4]. - The establishment of the Luoyang base in October 2015 aims to accelerate the transformation of scientific research into practical applications, leveraging a "one institute, one enterprise" model [6]. - The Luoyang base has received multiple recognitions, including being designated as a major new-type research and development institution in Henan Province [7]. Group 2: Research and Development Achievements - The Luoyang team has filed 372 patent applications, with 126 granted, including 82 invention patents, accounting for 65.1% of total patents [8]. - The team is currently composed of 180 members, including 53 R&D personnel, with 6 holding PhDs and 16 holding master's degrees [8]. - The base has achieved 35 provincial-level recognitions for new technologies and has received 2 provincial science and technology progress awards [8]. Group 3: Production and Technological Advancements - The company has developed a core materials product system comprising 158 products, including 36 functional prepregs and 74 functional core materials, which exhibit significant competitive advantages in performance and cost [9]. - The incubation period for the 2.0 mass production technology was approximately 10 months, enhancing production efficiency by over 30% across 160 process improvements [9]. - The company aims to achieve flexible capacity expansion while controlling capital expenditures through process upgrades and optimization [9]. Group 4: Future Growth and Market Strategy - Future growth is expected from increased penetration of advanced equipment, with a significant leap in the value contribution of products within the equipment system [10]. - The company is expanding the application scenarios of metamaterial technology, aiming to build a second growth curve [10]. - A total of 1.278 billion yuan in orders has been announced, with expectations for timely delivery as production capacity expands [10].

Core Viewpoint - The company Guangqi Technology has signed contracts totaling 12.78 billion yuan for the mass production of metamaterials, marking a significant transition from research to production [1][2]. Group 1: Contract and Financial Performance - Guangqi Technology signed a contract worth 10.17 billion yuan with one client and an additional 2.6 billion yuan with four other clients, bringing the total to 12.78 billion yuan in recent contracts [1]. - The company has secured a total of 20.58 billion yuan in mass production contracts for the year [1]. - In the first half of 2025, Guangqi Technology reported a revenue of 9.43 billion yuan, a year-on-year increase of 10.70%, and a net profit of 3.86 billion yuan, up 6.75% [1]. Group 2: Production Capacity and Expansion Plans - To meet the anticipated surge in mass production demand, Guangqi Technology will initiate a large-scale expansion plan starting in the second half of 2024 [2]. - The production volume for the first half of the year reached 4.99 billion yuan, representing a 1.5 times increase compared to the same period last year [2]. - The company’s 709 base phase II has already contributed to performance since mid-May, while the 905 base in Zhuzhou is expected to begin large-scale production in mid to late October, and the 906 base in Tianjin is planned to start production in late November [2].

Group 1 - The company has signed a total of 127,780.38 million yuan contracts for the mass production of metamaterial products with five clients, including 101,735 million yuan with one client and 26,045.38 million yuan with four other clients [1][2] - The products are expected to be delivered by June 30, 2026, enhancing the company's market competitiveness in the metamaterial aerospace structure sector [2][6] - The contracts include clear agreements on delivery, pricing, quality requirements, technical standards, packaging standards, acceptance standards, settlement methods and deadlines, breach of contract responsibilities, and dispute resolution [5] Group 2 - The company will continue to invest in the research, development, production, and testing of metamaterials to maintain its market leadership in advanced metamaterial equipment [6] - The signing and execution of these contracts are expected to impact the company's operating performance for the current year and 2026 [6] - There are no related party relationships between the company and the five clients involved in the contracts [4]

Group 1 - The company has signed a total of 101,735 million yuan contract for the production of metamaterial products with one client and an additional 127,780.38 million yuan contract with four other clients [1][2] - The total amount for the contracts with five clients is 127,780.38 million yuan, with delivery expected to be completed by June 30, 2026 [1] - The contracts include clear agreements on delivery, pricing, quality requirements, technical standards, packaging standards, acceptance standards, settlement methods and deadlines, breach of contract responsibilities, and dispute resolution [1] Group 2 - The signing and execution of these contracts are expected to impact the company's operating performance for the current year and 2026 [2] - The company will continue to invest in the research, development, production, and testing of metamaterials to enhance the market competitiveness of next-generation metamaterial aerospace structures [1][2] - The company maintains that the execution of these contracts will not affect its business independence and will not create dependency on the related clients [2]

Group 1 - Guizhou Moutai's controlling shareholder, Moutai Group, has received a loan commitment letter from Agricultural Bank of China for a maximum of 2.7 billion yuan to support stock repurchase plans, with the repurchase amount expected to be between 3 billion and 3.3 billion yuan within six months from the announcement [1] Group 2 - Kuangda Technology announced that Zhuzhou State-owned Assets Supervision and Administration Commission will become the actual controller of the company after the transfer of 412 million shares, representing 28% of the total share capital, at a price of 5.39 yuan per share, totaling 2.2 billion yuan [2] Group 3 - Baili Tianheng's self-developed drug, iza-bren, has been included in the priority review list by the National Medical Products Administration, marking it as the world's first EGFR×HER3 dual-target ADC drug to enter phase III clinical trials [3] Group 4 - Guangqi Technology's subsidiary, Shenzhen Guangqi Advanced Technology, has signed batch production contracts totaling 1.278 billion yuan for metamaterials products with five clients, with deliveries expected to be completed by June 30, 2026 [4] Group 5 - Chengda Pharmaceutical announced that a shareholder plans to reduce its stake by up to 7.27%, equating to approximately 11.0069 million shares, within three months following the announcement [5] Group 6 - Jiejia Weichuang disclosed that specific shareholders and executives plan to reduce their holdings, with one shareholder intending to sell up to 3 million shares (0.8649% of total shares) and executives planning to sell minor amounts [6] Group 7 - Digital Certification announced a change in its controlling shareholder to Beijing Data Group after the transfer of 70.8558 million shares from Beijing State-owned Assets Company, with no change in the actual controller [7] Group 8 - ST Lingnan is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws, involving the company and its former controlling shareholder [8] Group 9 - Huada Jiutian announced that a major shareholder plans to transfer 2.64% of the company's shares, totaling 14.35 million shares, through an inquiry-based transfer due to funding needs [9]