据光启技术2025年上半年财报，光启技术的主营业务为超材料复杂功能结构件的研发、生产及销售。报 告期内，公司持续为我国尖端装备的研制与批产提供电磁调制、航电系统、承载结构一体化的系统级解 决方案。 公司的超材料复杂功能结构已应用于我国多型空中、海洋、远程制导装备。公司自研的某型固定翼超材 料低空无人机顺利开展试飞工作。公司已获得国家CNAS扩项资质认定，在超材料全产业链检测基础 上，可向电子产品、新能源汽车等民用行业提供检测服务。 9月5日晚间，光启技术（002625）公告，公司近日收到全资子公司深圳光启尖端技术有限责任公司(简 称"光启尖端")的通知，光启尖端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。光启尖端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，公司将继续投入超材料的研发、生产、测试建设，增强新一代超材料航空结构等产品的 市场竞争力，保持公司在超材料尖端装备领域的市场领先地位。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。本次合同的履行不影响公司业务的独立性，公司不会因为履 ...

Core Insights - The company reported a revenue of 943 million yuan for the first half of 2025, representing a year-on-year growth of 10.70% [1] - The net profit attributable to shareholders reached 386 million yuan, with a year-on-year increase of 6.75%, marking seven consecutive years of growth in both revenue and profit [1] Production and Capacity Expansion - The company achieved significant results in capacity expansion, with revenue from the mass production of metamaterials reaching 936 million yuan, a year-on-year increase of 47.35%, setting a historical record [1] - The ramp-up of the second phase of the 709 base's production capacity is progressing smoothly, with new capacity starting delivery in mid-May after being put into operation in October of the previous year [1] - Inventory increased by over 70% year-on-year and over 40% quarter-on-quarter, indicating early success from the expansion at the 709 base [1] Contracts and R&D Investment - The company signed contracts for mass production of metamaterial products totaling approximately 780 million yuan with two clients, providing stable support for capacity release [1] - R&D investment increased by 14.83% year-on-year, enhancing the company's core competitiveness and potentially solidifying its leading position in the metamaterials industry [1] Market Expansion - In addition to focusing on aerospace and marine equipment, the company is actively expanding into emerging sectors such as low-altitude economy, new energy vehicles, and robotics [2] - The company is constructing an advanced low-altitude drone industry chain headquarters in Leshan, and has successfully conducted test flights of a self-developed fixed-wing metamaterial low-altitude drone [2]