超材料技术

Search documents
光启技术(002625) - 002625光启技术投资者关系管理信息20250919
2025-09-19 06:22
证券代码:002625 证券简称:光启技术 光启技术股份有限公司投资者关系活动记录表 编号:2025-007 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | ☑ | 现场参观 | | | 其他: | | 参与单位名称 | 申万宏源证券、长江证券、国新证券、深圳市昊燊创业投资有 | | | 限公司、浙江期成投资管理有限公司、华商投资、深圳市紫瑞 | | | 衡裕投资管理有限公司、广东润融私募基金公司、上海道申投 | | | 资管理有限公司、深圳创华投资、湖南汇智融达基金、上海国 | | | 科龙晖私募基金、山金期货有限公司、杭州合信投资管理有限 | | | 公司、中财华沣股权投资等 125 位机构及个人投资者。 | | 时间 2025 | 年 月 日 9 18 14:00-18:30 | | 地点 | 光启顺德 基地 709 | | 上市公司接待人 | 董事长:刘若鹏博士 | | 员姓名 | 董事会秘书:周建林先生 | | | 顺德厂办及董事会办公室工作人员 | | 投资者关系活动 | ...
中国智能汽车检测“抢跑”全球 光启技术用超材料定义S级认证新标尺
Zhong Guo Zhi Liang Xin Wen Wang· 2025-09-18 07:00
9月16日,华为年度重磅车型享界S9T正式亮相,以"全球首个整车通信性能S级认证"引发行业震动——其通信性能通过光启技术与中国汽车技术研究中心有 限公司(以下简称"中汽中心")基于联合成立的"汽车紧缩场联合创新实验室"的验证结果。这一认证不仅标志着智能网联汽车通信性能测试迈入"紧缩场标 准"新纪元,更背后折射出中国超材料技术从尖端 装备向民用汽车领域的"降维赋能",以及全球智能汽车检测话语权的"中国方案"崛起。 长期以来,整车通信性能的实测验证是全球汽车检测领域的"老大难":传统近场测试因物理空间限制,始终无法覆盖整车级无线数据的全面验证;而远场测 试所需的数百米开阔场地,在实际操作中又难以满足高频次、高精度的检测需求。但这一困局,早已被航空航天领域的技术突破打破——事实上,电磁波的 收发性能在不同频率下的测试逻辑,与尖端装备的天线性能验证技术同源,这使得航空航天领域的成熟经验成为破解汽车检测难题的关键钥匙。 作为我国航空航天领域核心系统级供应商,光启技术的"技术工具箱"中恰好握有这把"钥匙"。依托其超材料七大能力平台中的"先进检验检测能力",光启技 术不仅拥有完整覆盖航空航天装备全尺寸、全频段测试的技术体系 ...
光启技术联合中汽中心实现全球整车通信测试“零的突破”
Zheng Quan Ri Bao Wang· 2025-09-17 07:41
此次认证的核心支撑,正是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,以及高精度多维度转台,全方位模拟通信场;超过1万个角度的信号验证,全面评估了华为 S9T在复杂场景下的精准测试,最终为享界S9T提供了覆盖全面的通信性能评估,成为其斩获S级认证的 关键。 在"车路云一体化"的新浪潮中,光启技术以超材料技术为引擎,不仅为自己锻造出强劲的第二增长曲 线,更推动中国智能汽车产业在全球标准争夺战中率先突围。从服务尖端装备的"护航者"到定义智能汽 车检测规则的"车规考官",从技术跟随者到标准引领者,这场由超材料驱动的"产业赋能",正为中国智 能汽车的未来注入强劲动能,加速驶向全球创新高地。 本报讯(记者李雯珊)9月16日,华为年度重磅车型享界S9T正式亮相,以"全球首个整车通信性能S级认 证"引发行业震动——其通信性能通过光启技术(002625)股份有限公司(以下简称"光启技术")与中国汽 车技术研究中心有限公司(以下简称"中汽中心")基于联合成立的"汽车紧缩场联合创新实验室"的验证结 果。这一认证标志着智能网联汽车通信性能测试迈入"紧缩场标准"新纪元,折射出中国超材料技术从尖 端装备向 ...
光启技术刘若鹏:超材料是一场材料革命
Zhong Guo Ji Jin Bao· 2025-09-17 02:21
【导读】光启技术董事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲 中国基金报记者 邱德坤 9月16日,在中国基金报主办的2025中国资本市场发展论坛暨上市公司论坛上,光启技术董事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲, 介绍了全球航空航天装备产业的发展现状与未来趋势,以及中国超材料技术从"零起步"到"全球领跑"的跨越之路。 中国超材料重塑产业版图 "超材料是材料领域的'基因编辑'技术,是一场材料革命。"刘若鹏表示,超材料技术是实现新一代航空航天装备复杂功能结构设计、制造、量产的全新技 术。 数据显示,我国在超材料领域的国际高影响力科研论文数量,已经占据全球的"半壁江山"。光启技术率先实现第四代超材料的规模量产,专利申请超6000 件、授权超4000件,超材料专利总量全球第一。 深度创新以终为始 刘若鹏提出"深度创新以终为始"的战略,通过管理数字化变革与持续成本革命,推动光启技术持续突破。 光启技术是国内首家且唯一实现超材料全产业链大规模量产的企业,已成为我国新一代航空航天尖端装备核心级系统供应商。该公司以超材料技术为核心 优势,构建起覆盖研发、生产、应用的全链条能力体系。 目前,光启技术率先 ...
光启技术刘若鹏:超材料是一场材料革命
中国基金报· 2025-09-17 02:11
【 导读 】光启技术董事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲 中国基金报记者 邱德坤 9月16日,在中国基金报主办的2025中国资本市场发展论坛暨上市公司论坛上,光启技术董 事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲,介绍了 全球航空航天装备产业 的发展现状与未来趋势, 以及 中国超材料技术从"零起步"到"全球领跑"的跨越之路。 中国超材料重塑产业版图 "超材料是材料领域的'基因编辑'技术,是一场材料革命。"刘若鹏 表示, 超材料技术是实现 新一代航空航天装备复杂功能结构设计、制造、量产的全新技术。 据介绍,超材料是通过微纳光刻来实现"人造分子结构",进而编辑超越自然材料的"人造物 质",能在电磁、声学、力学等多个领域展现出超乎寻常的性能。 以超材料技术形成的产品和新型材料,不仅具备轻质、高强度的特点,还能在特定环境下实 现电磁调制等功能,为当前新兴产业领域带来一系列革命性的突破。 目前,超材料成为航空航天装备领域复杂功能结构的核心技术,应用于我国先进飞机、电子 通信系统等多个尖端装备领域。 深度创新以终为始 刘若鹏提出"深度创新以终为始" 的 战略,通过管理数字化变革与持续成本革命, ...
光启技术亮相2025中国资本市场发展论坛
Zheng Quan Ri Bao Wang· 2025-09-16 12:44
作为超材料行业领军者,光启技术是国内首家且唯一实现超材料全产业链大规模量产的企业,已成为我 国新一代航空航天尖端装备核心级系统供应商。目前,公司已经形成"1座核心总部+5大创新基地+8家 专业化子公司"的布局,并通过产业协同网络整合1919家上下游企业,构建起覆盖超材料研发、生产、 应用的完整产业链生态圈。 光启技术把"锻造极致性能"作为发展之根本。针对尖端装备需求,公司迭代出第四代超材料技术,并全 面应用于先进航空装备。此外,公司通过数字化管理、全链条自主制造等方式开展"成本革命",整体综 合成本降低到了五年前的44%,产品价格比行业低30%—50%。 同时,发展至今,公司实现了7.74亿字设计文档、38亿字工艺制造大纲标准化,4.8万条制造流程、95.4 万个工序数字化管控;与此同时,公司通过AI大模型团队的设计与研发,实现了从"全数字化经营管 理"到"全智能化经营决策"的跨越,大幅提升了运营效率与交付能力。 本报讯(记者李雯珊)9月16日,2025中国资本市场发展论坛在上海举行,光启技术(002625)股份有限 公司(以下简称"光启技术")董事长刘若鹏受邀出席并发表《航空航天万亿产业与未来十年》主题演讲 ...
光启技术揽12.78亿超材料大单 产能爬坡营收净利连增六年半
Chang Jiang Shang Bao· 2025-09-07 23:21
Core Viewpoint - The company, Guangqi Technology, is experiencing significant growth in its orders and production capacity for metamaterials, with a total of 12.78 billion yuan in contracts signed recently, indicating a robust demand in the aerospace sector [1][2][3]. Group 1: Order and Production Growth - Guangqi Technology's subsidiary, Guangqi Advanced Technology, has signed contracts totaling 12.78 billion yuan for the mass production of metamaterial products, with deliveries expected by June 30, 2026 [2]. - The company has secured a total of 20.58 billion yuan in metamaterial contracts in 2025, reflecting a strong order intake [2]. - The mass production revenue from metamaterials reached 9.36 billion yuan in the first half of 2025, marking a 47.35% year-on-year increase and accounting for 99.23% of total revenue [3][5]. Group 2: Capacity Expansion and Financial Performance - To meet growing order demands, Guangqi Technology is implementing a nationwide strategic plan, launching large-scale production expansion starting in the second half of 2024 [3]. - The company has established three major production bases in strategic regions, enhancing its production capacity and delivery capabilities [3]. - In the first half of 2025, the company reported a revenue of 9.43 billion yuan, a 10.7% increase year-on-year, and a net profit of 3.86 billion yuan, up 6.75% [5][6]. Group 3: Research and Development - Guangqi Technology has maintained high levels of investment in research and development, resulting in the successful mass production of its fourth-generation metamaterials [6]. - The company has filed 27 new patent applications and received 30 patents, leading in patent reserves in the metamaterials field globally [6]. - The company has achieved continuous revenue and net profit growth for six and a half years, with revenue increasing from 3.8 billion yuan in 2017 to 15.58 billion yuan in 2024 [4][6].
光启技术获12.78亿元超材料产品合同 将进入批产订单密集交付期
Jing Ji Guan Cha Wang· 2025-09-07 04:53
根据光启技术2025年半年报,今年上半年公司大量研制订单转入批量生产状态,超材料产品营业收入 9.36亿元,同比增长47.35%。 值得注意的是,光启技术长期处于扩产与产能紧张中。为应对未来几年的批产需求,2024年下半年,光 启技术启动大规模扩产计划。 光启技术顺德709基地二期于2024年10月投产,今年5月中旬启动交付。此外,株洲基地一期于今年8月 完成设备调测并试生产,预计10月中下旬大规模投产;天津基地正推进基建,计划于11月下旬投产。 经济观察网9月5日,光启技术(002625)(002625.SZ)发布公告称,与某客户签订了合计10.17亿元的超 材料产品批产合同,与另四家客户签订了合计2.6亿元的超材料产品批产合同,近期累计与五家客户签 订了合计12.78亿元的超材料产品批产合同。 光启技术表示,相关产品将于2026年6月30日之前完成交付,本次合同的签订和履行预计对公司今年及 2026年度的经营业绩产生影响。 光启技术方面人士表示,此次重大订单的签订意味着公司正迎来研制成果向批产转化的关键阶段,预计 今明两年将进入批产订单的密集交付期。 数据显示,今年2月,光启技术与两家客户签订了合计7.8 ...
光启技术批产订单进入密集释放期
Zheng Quan Ri Bao· 2025-09-06 02:08
Group 1 - The company, Guangqi Technology, signed a total of 1.017 billion yuan contracts for the mass production of metamaterials with one client and 260 million yuan contracts with four other clients, totaling 1.278 billion yuan in recent contracts [2] - The products are expected to be delivered by June 30, 2026, marking a critical phase in the transformation of research results into mass production, which is anticipated to support future performance growth [2] - As of now, the company has secured a total of 2.058 billion yuan in mass production contracts this year [2] Group 2 - The signing and execution of these contracts are expected to impact the company's operating performance for this year and 2026 [3] - Guangqi Technology is the only domestic company that has successfully transitioned metamaterial technology from the laboratory to large-scale engineering applications, achieving significant technological breakthroughs and industrial expansion [3] - To meet the increasing demand for mass production in the coming years, the company will initiate a large-scale expansion plan starting in the second half of 2024 [3] Group 3 - The company has established three major metamaterial production bases in strategic regions across the country, including Zhuzhou, Tianjin, and Leshan, to enhance capacity and delivery capabilities [3] - The second phase of the 709 base has already started contributing to performance as of mid-May this year, with production capacity increasing by 150% compared to the same period last year [3] - The first phase of the Zhuzhou 905 base is expected to achieve large-scale production by late October, while the Tianjin 906 base is progressing steadily and is planned to start production by late November [3] Group 4 - Driven by technological innovation and national strategy, Guangqi Technology is entering a new high-quality development cycle, leveraging its strong technical foundation and rapid capacity expansion [4] - The widespread application of metamaterial technology in aerospace, low-altitude economy, and smart vehicles is expected to solidify the company's leading position in the global metamaterials industry [4] - The company is poised to play a significant role in promoting the transformation and upgrading of China's high-end manufacturing industry, opening a new chapter in the development of the metamaterials industry [4]
自主创新铸就强国利器:从九三阅兵看中国国防工业体系
Jin Tou Wang· 2025-09-04 07:09
Group 1 - The grand military parade on September 3, 2025, marked the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War, showcasing China's defense modernization and technological advancements [1][2] - The parade featured 45 formations and lasted approximately 70 minutes, highlighting new-generation weapons such as advanced tanks, carrier-based aircraft, and fighter jets, organized by combat modules to demonstrate the military's operational capabilities [4][6] - The event emphasized the significant role of innovative enterprises in China's defense modernization, showcasing the collective wisdom and technological advancements of military-industrial companies [1][9] Group 2 - AVIC Chengfei, a key player in China's aviation industry, showcased advanced fighter jets like the J-10 and J-20, demonstrating its capabilities in fighter design and manufacturing [11][13] - AVIC Shenyang, known as the "cradle of Chinese fighter jets," presented the J-11 series and the J-16 multirole fighter, highlighting breakthroughs in stealth technology and advanced materials [13] - Guangqi Technology, a leader in metamaterials, contributed to several advanced systems, with its products enhancing electromagnetic modulation and structural strength, achieving a 47.35% year-on-year revenue growth in the first half of the year [16][17] Group 3 - Aero Engine Corporation of China (AECC) is pivotal in the development of military aircraft engines, with its WS-10 and WS-15 engines powering major fighter jets, marking significant advancements in domestic engine production [20] - Hongdu Aviation, a leader in trainer aircraft, showcased its L-15 advanced trainer, which has evolved into a comprehensive training platform for pilots [22] - China Aerospace Science and Technology Corporation (CASC) presented the Wing Loong family of drones, demonstrating capabilities across various operational scenarios, with the Wing Loong-2 being a notable model [25][26] Group 4 - Xinyu Guoke, while not directly featured in the parade, plays a crucial role in providing specialized equipment and technology support for the military, showcasing innovation in meteorological intervention and special munitions [27] - The overall advancements in China's defense technology underline the importance of self-reliance and innovation in ensuring national security and military strength [1][27]