Core Viewpoint - The company, Guangqi Technology, has signed substantial contracts for the production of metamaterials, indicating a strong demand and potential revenue growth for the upcoming years [1] Group 1: Contract Details - Guangqi Technology's wholly-owned subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd., has entered into a mass production contract for metamaterials worth a total of 272 million yuan with one client [1] - Additionally, the subsidiary has signed another contract with a different client for a total of 244 million yuan for metamaterials [1] - The cumulative value of contracts signed recently amounts to 516 million yuan, reflecting significant business activity in the metamaterials sector [1] Group 2: Financial Impact - The signing and execution of these contracts are expected to have a positive impact on the company's operating performance for the current year and into 2026 [1]

Core Viewpoint - The company, Guangqi Technology, has signed contracts totaling 516 million yuan for the mass production of metamaterials, which is expected to impact its financial performance in the current year and in 2026 [1] Group 1 - Guangqi Technology's wholly-owned subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd., has entered into a contract worth 272 million yuan with one client for metamaterial products [1] - The subsidiary has also signed another contract worth 244 million yuan with a different client for the same product category [1] - The cumulative contracts signed recently amount to 516 million yuan, indicating strong demand for the company's metamaterial products [1]

Core Viewpoint - The company, Guangqi Technology, has signed substantial contracts for the mass production of metamaterials, indicating strong demand and growth potential in the aerospace sector [1] Group 1: Contract Details - Guangqi Technology's wholly-owned subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd., has entered into a mass production contract for metamaterial products totaling 27,228.0039 million yuan with one client [1] - Additionally, the subsidiary has signed another contract with a different client for a total of 24,416 million yuan for metamaterial products [1] - The total value of contracts signed recently amounts to 51,644.0039 million yuan for the delivery of metamaterial aerospace structural products [1] Group 2: Delivery Timeline - The products under these contracts are scheduled to be delivered by June 30, 2026 [1]

Core Viewpoint - The company, Guangqi Technology, has signed substantial contracts for the mass production of metamaterials, indicating strong demand and growth potential in the aerospace sector [1] Group 1: Contract Details - Guangqi Technology's wholly-owned subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd., has entered into a mass production contract for metamaterial products totaling 27,228.0039 million yuan with one client [1] - Additionally, the subsidiary has signed another contract with a different client for a total of 24,416 million yuan for metamaterial products [1] - The total value of contracts signed recently amounts to 51,644.0039 million yuan for the mass production of metamaterial aerospace structural products [1] Group 2: Delivery Timeline - The products under these contracts are scheduled to be delivered by June 30, 2026 [1]

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 | ...

【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 ...

【 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， ...

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 ...

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].