记者11月10日从中国科学技术大学获悉，该校超材料研究团队创新性提出了一种电热晶格超材料， 并首次通过单一结构平台，实现对电场和热场的协同与独立编程调控，破解了多物理场耦合调控的核心 难题。相关研究成果日前发表于国际期刊《先进材料》。 在智能能源管理、高性能电子器件等众多高端技术领域，往往需要同时对电场和热场进行精确调 控。然而，由于两种物理场本质上相互耦合，以及传统材料性能固定、结构设计静态化，实现二者的独 立、协同调控一直面临巨大挑战。 针对这一瓶颈，由中国科学技术大学教授赵刚、何立群、叶宏等组成的超材料研究团队从结构几何 入手，独辟蹊径地提出了电热晶格超材料的设计新范式。研究团队采用模块化设计策略，将超材料构建 为由大量相同晶格单元通过高导热/高导电"桥梁"连接而成的晶格网络。借助这一统一的拓扑框架，仅 需调整晶格单元的空间位置与几何形态，即可实现电、热场的协同塑形，突破了传统双场超材料的静态 设计局限与调控耦合难题。 "这类似于用乐高积木搭建复杂结构。"论文通讯作者赵刚解释，"通过精巧的几何设计，让连 接'桥'的截面远大于单元本身，确保了能量在传输时高效且不失真。最关键的是，在这个统一的'骨 架'上， ...

Group 1: Key Conclusions - The report highlights Guangqi Technology (光启技术) as a leader in the metamaterials industry, having built a comprehensive industrial system from scratch, including a headquarters, five bases, seven capability platforms, and eight specialized companies, making it a global leader in metamaterials with integrated R&D, design, mass production, and testing capabilities [1][6][7] - The company is expected to see significant revenue and profit growth as its five bases gradually come into production, benefiting from increased product penetration [1][6][8] Group 2: Financial Projections - For Guangqi Technology, the projected net profit for 2025-2027 is estimated at 9.58 billion, 18.83 billion, and 23.49 billion CNY, with year-on-year growth rates of 47.0%, 96.6%, and 24.7% respectively [6][8] - Fortec Technology (富特科技) is expected to achieve revenues of 37.77 billion, 48.57 billion, and 61.05 billion CNY, with net profits of 2.13 billion, 3.22 billion, and 4.68 billion CNY for the same period [10][11] - Shengke Communication (盛科通信) is projected to have revenues of 13.53 billion, 17.76 billion, and 21.95 billion CNY from 2025 to 2027, with growth rates of 25.1%, 31.3%, and 23.6% respectively [13][14] - Weimais (威迈斯) is forecasted to generate revenues of 70.59 billion, 85.67 billion, and 100.80 billion CNY, with net profits of 6.57 billion, 8.74 billion, and 10.49 billion CNY for the same period [16][18] Group 3: Industry Insights - The metamaterials market is expected to grow at a compound annual growth rate (CAGR) of 60.3% from 2025 to 2031, with significant applications in defense and military, wireless communication, and optics [8] - The report emphasizes the importance of metamaterials in advanced equipment, particularly in defense applications, and highlights Guangqi Technology's unique position as the only company in China to achieve large-scale industrialization of metamaterials for next-generation aerospace equipment [6][8] Group 4: Company Developments - Fortec Technology has seen a significant increase in its Q3 performance, with a revenue of 25.59 billion CNY for the first three quarters of 2025, representing a year-on-year increase of 116.31% [10][11] - Shengke Communication has achieved a positive net profit for the first three quarters of 2025, with a revenue of 8.32 billion CNY, reflecting a 3% year-on-year growth [13][14] - Weimais reported a Q3 revenue of 16.38 billion CNY, with a net profit of 1.53 billion CNY, indicating a strong growth trajectory [16][18]

Core Viewpoint - The article emphasizes the transformation of the Zhuzhou High-tech Zone's development philosophy and practices, highlighting the shift from short-term performance metrics to a focus on sustainable, high-quality development. Group 1: Development Philosophy and Practices - The development philosophy directly influences the practices and performance of local governments, necessitating a correction of distorted performance views to promote a unified national market [1][4]. - The Zhuzhou High-tech Zone underwent significant changes starting in the second half of 2021, leading to a rebirth characterized by a focus on quality rather than quantity in investment attraction [1][3]. Group 2: Investment Attraction Metrics - The number of introduced projects and contracted investment amounts saw a drastic decline from 51 projects worth 401 billion to 14 projects worth 33.38 billion between the first and second halves of 2021 [2]. - However, the contracted investment amount rebounded from 128.03 billion in 2022 to 220.56 billion in 2024, with a consistent increase in contract fulfillment rates reaching 100% in 2023 and 2024 [3]. Group 3: Policy and Governance Changes - The local government established clear rules regarding what can and cannot be done in promoting economic development, moving away from chaotic competition and short-term performance projects [5][6]. - A decisive shift in policy occurred in August 2021, with the introduction of guidelines that emphasized zero land price for certain projects and cautious discussions for larger land requirements [15][16]. Group 4: Structural Reforms - The Zhuzhou High-tech Zone initiated institutional reforms to enhance service delivery, moving from a focus on management metrics to a service-oriented approach [20][21]. - The establishment of a new service-oriented structure, including a project service bureau, aimed to streamline processes and improve efficiency for businesses [25][30]. Group 5: Long-term Development Strategy - The focus has shifted from merely attracting large investments to fostering suitable projects that align with local strengths, particularly in advanced manufacturing and new energy sectors [39][40]. - The article highlights the importance of creating a favorable industrial ecosystem to attract and retain businesses, emphasizing the need for tailored solutions rather than generic policies [41][42]. Group 6: Future Outlook - The Zhuzhou High-tech Zone is actively seeking to integrate into the national market while exploring new models for investment attraction and optimizing assessment mechanisms for investment performance [43].

Core Viewpoint - The announcement by Guangqi Technology Co., Ltd. regarding the complete release of share pledges by its controlling shareholder signifies a strategic shift towards optimizing its equity structure and enhancing long-term development prospects [1][2]. Group 1: Debt Management and Share Pledge Release - The controlling shareholder, Tibet Yingbang Industrial Development Co., Ltd., has completed a series of debt management actions, resulting in the total release of share pledges [1]. - This move is expected to facilitate the company's entry into institutional investment and index inclusion, marking the beginning of a new phase of high-quality development [1][2]. - The company has invested over 8 billion yuan in building a super materials research and manufacturing platform, which has led to a high share pledge rate [1]. Group 2: Production Capacity and Market Position - Guangqi Technology is focusing on its core business, with the successful release of production capacity at its 709 base and accelerated establishment of production bases in Zhuzhou, Tianjin, and Leshan [2]. - The company has attracted over 30 fund institutions as shareholders, including major ETFs related to military and aerospace sectors [2]. - With the share pledge rate reduced to zero, the company is now positioned to meet index selection criteria, which is expected to attract long-term capital support and enhance its research and production capabilities [2]. Group 3: Future Outlook - The release of share pledges represents a critical turning point for Guangqi Technology, allowing it to operate without historical burdens and marking a new starting point for high-quality development [2]. - The completion of local state-owned asset-related fees and taxes further strengthens the expectation of institutional capital inflow, alongside positive signals of credit rating upgrades [2]. - As the only innovative enterprise in China achieving a fully controllable super materials industry chain, Guangqi Technology is poised to play a significant role in the upgrading of advanced equipment and the development of new productive forces [2].

Core Viewpoint - The announcement of the complete release of share pledges by the controlling shareholder of Guangqi Technology signals a strategic shift towards optimizing the company's equity structure and enhancing its long-term development prospects [1][2]. Group 1: Debt Management and Share Pledge Release - The controlling shareholder, Tibet Yingbang Industrial Development Co., Ltd., has successfully completed a series of debt management actions, resulting in a zero share pledge ratio [1][2]. - The funds obtained from debt management activities have been fully utilized to repay debts and reduce the pledge ratio, ensuring stable control over the company [2][4]. Group 2: Focus on Core Business and Production Capacity - Guangqi Technology has been investing heavily in the development of a super-materials research and manufacturing platform, with total investments exceeding 8 billion yuan [2]. - The company is accelerating the establishment of production bases in Zhuzhou, Tianjin, and Leshan, which will enhance its production capacity and delivery capabilities for advanced equipment orders [2][4]. Group 3: Market Adaptability and Institutional Interest - The reduction of the share pledge ratio addresses key concerns of institutional investors, making Guangqi Technology more attractive for public funds and insurance capital [3]. - The company has already attracted over 30 fund institutions as shareholders, indicating a positive market response to its improved equity structure [3]. Group 4: Financial Performance and Growth Potential - In the first three quarters, Guangqi Technology reported a revenue of 1.596 billion yuan, a year-on-year increase of 25.76%, and a net profit of 606 million yuan, up 12.81% [4]. - The company has achieved a record high in batch production order amounts, reaching nearly 2.8 billion yuan this year, reflecting strong market demand and technological adaptability [4].

Core Viewpoint - The company, Guangqi Technology, has signed a significant contract worth 215 million yuan for the production of advanced metamaterials, contributing to a record total of 2.789 billion yuan in major orders for the year, reflecting strong growth in the metamaterials industry [1][2]. Group 1: Order Growth - The recent contract focuses on next-generation metamaterial aerospace structures, marking another key production project in the high-end equipment sector [2]. - The total amount of major contracts signed this year has reached 2.789 billion yuan, representing a substantial increase compared to the same period last year [2]. - The efficient conversion from orders to delivery is attributed to the company's deep expertise in metamaterial research, production, and supply chain management [2]. Group 2: Financial Performance - In the third quarter, the company reported a revenue of 653 million yuan, a year-on-year increase of 56.50%, and a net profit of 220 million yuan, up 25.28% [3]. - For the first three quarters, total revenue reached 1.596 billion yuan, a year-on-year growth of 25.76%, surpassing the total revenue for the entire year of 2022 [3]. - The net profit for the first three quarters was 606 million yuan, reflecting a year-on-year increase of 12.81%, achieving 93% of last year's total net profit [3]. Group 3: Strategic Focus - The company aims to strengthen technological barriers and enhance production efficiency as core strategies to meet strong market demand [4]. - Future investments will focus on the research, production, and testing of metamaterials, particularly in the development of next-generation aerospace structures [4]. - The company is positioned to benefit from the dual advantages of policy support and industry growth, with expectations of significant market demand for advanced materials in aerospace and intelligent equipment sectors [4].

Core Insights - Guangqi Technology Co., Ltd. has signed a new batch production contract worth 215 million yuan for advanced metamaterials, marking a record total of 2.789 billion yuan in major orders for the year [1][2] - The company is focusing on high-end equipment and advanced metamaterials for aerospace structures, indicating a strong market demand and a strategic emphasis on enhancing technological barriers and production efficiency [1][2] Company Performance - Guangqi Technology has released four major order announcements this year, achieving a historical record in order volume, with a significant year-on-year increase [1] - The company’s effective transformation from orders to delivery is attributed to its deep expertise in metamaterial research, production, and supply chain management [1][2] Industry Context - The recent "14th Five-Year Plan" emphasizes high-level technological self-reliance and innovation, which is expected to drive significant market demand for metamaterials [2] - The demand for high-performance materials is rising due to modernization in equipment, supported by policy incentives and technological advancements, positioning the metamaterials sector for rapid growth [2] Future Outlook - Guangqi Technology plans to increase investment in research, production, and testing systems for metamaterials, focusing on the iterative upgrade of next-generation aerospace structures [1][2] - The company is anticipated to benefit from ongoing orders and new product mass production, potentially leading to broader growth opportunities in the high-end equipment manufacturing sector [2]

Core Viewpoint - Guangqi Technology Co., Ltd. has signed a significant contract worth approximately 2.15 billion yuan for the mass production of metamaterial aerospace structural products, marking a key advancement in the commercialization of its metamaterial technology [1][2]. Group 1: Contract Details - The contract specifies delivery details, including product pricing, quality standards, technical specifications, acceptance processes, and settlement methods [2]. - The customer information has been exempted from disclosure, and it has been confirmed that there is no related party relationship between the customer and the company, indicating a market-based commercial cooperation [3]. Group 2: Impact on Business Performance - The execution of this contract is expected to positively impact the company's operating performance in 2025 and 2026 [4]. - The company plans to increase its research and development investment in the metamaterials field and enhance production and testing capabilities to improve the market competitiveness of its next-generation metamaterial aerospace structural products [4]. - The contract's execution will not affect the company's business independence and will not lead to reliance on a single customer [4]. Group 3: Market Position and Future Outlook - As a leading enterprise in the field of advanced metamaterial equipment, the signing of this large order reaffirms the company's ability to commercialize its technology [5]. - The expansion of metamaterial applications in high-end equipment sectors such as aerospace is expected to benefit the company from industry growth dividends [5].

Core Insights - The company is expanding its metamaterials technology into civilian applications, including smart automotive detection, consumer electronics, and AI humanoid robots, while its current products are primarily used in the aerospace sector [1][3]. Financial Performance - For the first three quarters of 2025, the company reported total revenue of 1.60 billion yuan, a year-on-year increase of 25.75%, with third-quarter revenue reaching 652.9 million yuan, up 56.5% [2][3]. - The net profit attributable to shareholders for the first three quarters was 605.84 million yuan, reflecting a 12.82% increase year-on-year, while the third-quarter net profit was 220.09 million yuan, up 25.28% [2][3]. Industry Position - The company is the only domestic enterprise that has achieved large-scale industrialization of metamaterials for next-generation aerospace equipment, emphasizing a reverse design approach based on demand [2][3]. - The "14th Five-Year Plan" includes "building a strong aerospace nation," indicating significant growth opportunities for the aerospace industry, which the company is well-positioned to capitalize on [3]. Technological Development - The company is exploring four main directions for the application of metamaterials in civilian sectors, particularly in advanced inspection and testing for the smart automotive industry [3][4]. - In the AI humanoid robot sector, the company is developing key metamaterial components to enhance production efficiency and integrate AI technology with metamaterials [4]. - The company has successfully completed field tests for its drones, which are now entering the trial production phase, aiming to create a comprehensive industrial chain platform for drone development [4][5].

Core Viewpoint - The company is actively exploring four main areas in the civilian sector, focusing on advanced testing, consumer electronics, AI humanoid robots, and drones, leveraging its expertise in metamaterials [1] Group 1: Advanced Testing and Certification - The company's metamaterials testing center has received CNAS expansion certification, covering a wide range of testing including composite materials, environmental tests, geometric testing, electromagnetic property tests, non-destructive testing, thermal testing, and coating capabilities [1] - The testing center has also achieved recognized metrology capabilities in mechanics and thermodynamics, with a total of 12 calibration procedures or standards, aligning with international advanced levels [1] - The company has established a comprehensive testing environment for smart vehicles, utilizing aerospace-grade compression fields and high-precision multi-dimensional turntables to simulate real communication scenarios [1] Group 2: Consumer Electronics - The company is exploring application opportunities for innovative metamaterial technologies in the consumer electronics sector, engaging in technical exchanges and discussions with HW [1] Group 3: AI Humanoid Robots - The company is developing key components made from metamaterials for AI humanoid robots, aiming to enhance production efficiency across its bases through intelligent manufacturing [1] - The company plans to continue its strategy of technological innovation, increasing R&D investment to deepen the integration of AI technology with the metamaterials industry [1] Group 4: Drones - The company's drones have successfully completed field test flights, including extreme environment tests, with performance indicators meeting expectations, and are now entering the trial production phase [1] - The company aims to create a comprehensive industrial chain platform for drones, leveraging core metamaterial technologies to support rapid development in the drone sector [1]