据了解，光启技术股份有限公司（以下简称光启技术）成立于2010年，是集"设计、制造、测试、批 产"一体化的全球超材料龙头企业，也是国内唯一一家将超材料技术应用于尖端装备领域的科技创新企 业。此次光启技术与乐山高新区合作，旨在依托光启的技术优势和乐山的产业基础，共同打造低空经济 产业链高地。 光启低空经济产业链总部位于高新·创智谷智汇楼A座，办公区域已配备齐全，涵盖了从研发、设计、生 产到交付的各个部门。乐山光启超材料技术有限公司副总经理张铮铮介绍："在市委、市政府和高新区 的高度关注和支持下，光启低空产业链总部目前已经完成了建设工作，我们也在逐步地招聘技术研发人 员，然后正式入驻办公。" 目前，该项目已体现出强大的产业带动效应。总部已引入经纬达、天穹动力等5家核心配套企业，产业 链集群公司也多数完成相关基础建设，并逐步加快实现办公需求。同时，乐山高新区正积极谋划一批低 空经济产业链重点项目，涵盖低空经济领域基础设施、管理服务、科研创新、检验认证等方面，促进全 产业链闭环发展。 投入使用后，该总部将成为乐山新低空经济产业赋能中枢平台，高效整合全产业链资源，强化研发与乐 山106低空产业基地生产协同，强力支撑订单 ...

Core Insights - Lianyungang Zhensheng New Materials Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The company is engaged in various activities including new material technology research and development, sales of non-metallic minerals and products, and sales of chemical products excluding licensed chemical products [1] Company Overview - The legal representative of the company is Fang Suqin [1] - The business scope includes the sale of graphene materials, super materials, and metal-based composite materials [1] - The company also focuses on the sales of experimental analysis instruments and surface functional materials [1] Industry Focus - The company operates in the new materials sector, which encompasses a wide range of innovative materials and technologies [1] - The activities include technology promotion and application services, indicating a focus on advancing new material technologies [1] - The inclusion of battery sales in the business scope suggests a potential interest in the energy sector, particularly in battery technology [1]

Core Viewpoint - The chairman of Guangqi Technology Co., Ltd., Dr. Liu Ruopeng, presented a comprehensive path for the industrialization of metamaterials technology in China at the "2025 Entrepreneur Boao Forum" [1] Group 1: Metamaterials Technology - The presentation highlighted the transition of metamaterials technology from laboratory breakthroughs to industrial application [1] - Dr. Liu emphasized that a large number of AI-driven technology companies will emerge, bringing disruptive technologies and fundamentally restructuring existing industry chains and divisions [1] Group 2: Industrialization Support - Guangqi Technology has established seven capability platforms: artificial intelligence, micro-nano manufacturing, polymer new materials, advanced composite materials manufacturing, precision manufacturing, microwave radio frequency technology, and advanced inspection and testing [1] - These platforms create a fully autonomous industrial chain system covering upstream, midstream, and downstream processes [1] Group 3: Empowerment of Emerging Fields - The open collaboration of the "seven capability platforms" aims to empower emerging fields such as intelligent connected vehicles and swarm drones comprehensively [1]

Core Viewpoint - Liu Ruopeng, Chairman of Guangqi Technology, disclosed the full-chain practice path of metamaterial technology from laboratory breakthroughs to industrialization at the "2025 Entrepreneur Boao Forum" [1] Group 1: Metamaterials - Metamaterials are referred to as the "gene editing technology" in the materials field, highlighting their importance in overcoming the limitations of natural material properties to achieve extraordinary performance through artificial customization [1] - The research has shifted from "material selection" to "functional customization," representing a successful practice of the "reverse design" paradigm [1] Group 2: Future Trends - Liu Ruopeng indicated that a large number of emerging technology companies driven by AI design will emerge, bringing not only disruptive technologies but also a complete restructuring of the existing industrial chain and division of labor [1]

作者 | 贝壳XY 编辑 | 小白 还记得《哈利·波特》里那件令人心驰神往的隐身斗篷吗？披上它，就能在众目睽睽之下悄然遁形， 潜入魔法世界的任何角落。哪个孩子不曾幻想，裹上这样一件斗篷，溜出课堂，或是轻手轻脚地搞一 场不留痕迹的恶作剧？ 如今，这份曾被视为天马行空的幻想，正悄然叩响现实的大门。而手握这把"隐身之钥"的，恰恰是一 家中国科技企业，它凭借"超材料"这一前沿科技，将"电磁隐身"从科幻概念逐步锻造成可触可感的现 实。 满产满销。 ...

来源：市场资讯 （来源：大树的格局） 今天继续聊聊《股市进阶之道》中8.1"巨大的商业价值"。还是以光启技术和超材料为例，这可不是一 般的投资故事，它让我想起早年看腾讯和苹果的感觉。一种颠覆性技术从实验室爬出来，开始真正意义 上吞噬世界的早期阶段。 光启手里的超材料，说白了，就是材料界的"基因编辑"技术。这玩意不是靠化学配方碰运气，而是像写 代码一样，从微观结构直接设计出自然界根本不存在的物理性能。这种能力，就是它万亿美元商业价值 的根基。 商业价值的天花板，首先得看它解决的社会问题有多大。 超材料眼下最硬核的应用在高端装备，特别 是航空航天和国防。这不是"锦上添花"，而是"雪中送炭"。 新一代装备对隐身、通信、结构轻量化的要求，传统材料已经扛不住了，超材料成了唯一解，从"可 选"变成了"刚需"。光启年内拿下近28亿的订单，创下历史纪录，就是因为它的产品能直接决定装备的 代际优势。 ...

中证报中证网讯(记者齐金钊)日前，中证指数有限公司公布沪深300、中证500、中证1000、中证A50、 中证A100、中证A500等指数样本定期调整方案。A股超材料龙头企业光启技术（002625）被中证指数 公司调入沪深300、中证A50、中证A100三大核心指数。与此同时，深证成指也将光启技术调入深证100 指数。 光启技术作为超材料领域的领军企业，其技术壁垒和产业化能力已获市场广泛认可。根据2024年年度报 告显示，光启技术全年实现营业收入15.58亿元，同比增长4.25%；净利润6.52亿元，同比增长11.77%； 已经连续六年实现业绩双增；今年10月份发布的三季报显示，公司前三季度实现营收15.96亿元，同比 增长25.76%，已超过去年全年水平；净利润6.06亿元，同比增长12.81%；达到去年全年的93%。 业内人士认为，此次光启技术入选四大指数的核心逻辑在于：一方面，超材料技术高度契合国家"新质 生产力"战略方向，公司作为国内唯一实现规模化量产的超材料企业，已成为高端制造领域的硬科技标 杆；另一方面，近期公司股权质押全面清零显著改善财务结构，控股股东质押比例历史性归零，消除了 机构投资者风控顾 ...

Core Insights - The core viewpoint of the news is that Guangqi Technology has been included in four major indices, marking a significant strategic transition from a niche leader in the metamaterials sector to a core asset in the A-share market [1][2][4] Group 1: Index Inclusion - Guangqi Technology has been officially included in the CSI 300, CSI A50, CSI A100, and Shenzhen 100 indices, achieving a historic "four-index inclusion" for the first time [1] - This inclusion reflects the company's recognition as a leading player in the metamaterials industry and its alignment with national strategic goals [2][4] Group 2: Financial Performance - In the 2024 annual report, Guangqi Technology reported a revenue of 1.558 billion yuan, a year-on-year increase of 4.25%, and a net profit of 652 million yuan, up 11.77%, marking six consecutive years of revenue and profit growth [2] - For the first three quarters of 2025, the company achieved 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%, reaching 93% of the previous year's total [2] Group 3: Strategic Developments - The company's inclusion in the indices is supported by its unique position as the only domestic enterprise capable of large-scale production of metamaterials, establishing it as a benchmark in high-end manufacturing [2] - Recent improvements in financial structure, including the complete elimination of share pledges, have enhanced credit ratings and alleviated investor concerns, facilitating the index inclusion process [2] Group 4: Future Growth Potential - Industry experts anticipate that the inclusion in major indices will lead to a sustained release of liquidity premiums [3] - The company is set to significantly increase its production capacity with the upcoming launch of its Zhuzhou 905 and Tianjin 906 bases, which will resonate with order volume growth, accelerating performance elasticity [3] - A newly proposed employee stock ownership plan aims to strengthen internal motivation by linking performance targets to revenue growth, with ambitious growth rates set for 2026 to 2028 [3] Group 5: Industry Positioning - Guangqi Technology has evolved from focusing on single technological breakthroughs to establishing a comprehensive ecosystem in the metamaterials industry, penetrating strategic emerging fields such as advanced equipment and smart vehicles [4] - The simultaneous inclusion in four major indices signifies a threefold resonance of technological strength, industry position, and capital market recognition [4]

此次纳入基于公司扎实的硬科技实力与显著改善的财务结构。作为国内实现超材料规模化量产的企业， 光启技术业绩持续增长，2024年营收净利双增，2025年前三季度营收已超去年全年。同时，公司近期完 成股权质押全面清零，控股股东质押比例归零，极大提升了机构投资者信心。 指数调入预计将带来显著的流动性溢价与估值体系重构，推动公司估值锚向科技龙头切换。随着株洲、 天津基地投产带来产能大幅提升，以及2025年披露订单金额创历史新高，公司发展动能强劲。 经济观察网 近日，中证指数公司与深交所调整核心指数样本，光启技术（002625.SZ）被一次性调入沪 深300、中证A50、中证A100及深证100四大核心指数，创下公司"四指联调"纪录。此举标志着这家超材 料龙头企业完成了从细分赛道领军者向A股市场公认核心资产的战略跨越。 MACD金叉信号形成，这些股涨势不错！ ...

Core Viewpoint - Shanghai Tengxing Gehua Chemical Technology Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various technology services and sales in the chemical and materials sectors [1] Company Overview - The company is represented by Yan Farong as the legal representative [1] - The registered capital is 1 million RMB [1] Business Scope - The company engages in a wide range of activities including: - Technology services, development, consulting, exchange, transfer, and promotion [1] - Import and export of technology and goods [1] - Sales of synthetic materials, super materials, construction materials, metal materials, rubber products, electronic products, instruments, and specialized chemical products (excluding hazardous chemicals) [1] - Sales of daily chemical products, new catalytic materials and additives, high-purity elements and compounds, new organic active materials, electronic components, mechanical equipment, and hardware products [1] - Landscaping engineering construction and information consulting services (excluding licensed information consulting services) [1] - Domestic cargo transportation agency [1]