前言 点击解锁付费内容，捕捉每天公告中的"黄金机会"！ 【今日速览】 ①航天卫星+人形机器人+电机铁芯+专精特新+氢能！公司拟3.5亿元投建具身智能机器人项目； ②AIGC+工业互联网+工业物联网+泛ERP+国产替代！公司牵头承担国家科技重大专项项目；③风 电+屋顶分布式光伏+氢能+储能+智能电网+碳交易！公司拟23.66亿元投建两个风电项目，装机容量 共计450MW。 面对每晚海量的公告无从下手？《公告臻选》助你高效决策！专业筛选每晚最重要的关键公告，提供通 俗易懂的深度解读，揭示复杂术语背后的投资机会。助你10分钟掌握市场全貌，决胜开盘之前。 【臻选回顾】 上周，12月7日提示《超材料+航空航天+无人机+国防军工+人形机器人！公司研制交付的超材料复 杂功能结构件已在我国多型新一代航空航天装备中实现批量应用》，光启技术12月8日、10日、11 日分别上涨3.02%、2.08%、3.62%，周涨幅7.19%；12月8日提示《燃料电池+氢能+航空航天+可 控核聚变+量子计算！公司为"华龙一号"核电站提供成套混凝土冷却系统》，雪人集团12月9日收涨 1.48%，12月10日小回调蓄势，12月11日、12日连续涨停 ...

点击解锁付费内容，捕捉每天公告中的"黄金机会"！ 面对每晚海量的公告无从下手？《公告臻选》助你高效决策！专业筛选每晚最重要的关键公告，提供通 俗易懂的深度解读，揭示复杂术语背后的投资机会。助你10分钟掌握市场全貌，决胜开盘之前。 ①超材料+航空航天+无人机+国防军工+人形机器人！公司研制交付的超材料复杂功能结构件已在我 国多型新一代航空航天装备中实现批量应用；②活性炭+超级电容+出海+空气治理+储能+水处理！ 公司超级电容炭、多孔碳等新能源碳材料已实现批量生产和销售；③充电桩+智慧城市+专精特新+人 工智能+机器人！公司拟收购具身智能机器人技术研发应用企业。 前言 ...

（文章来源：证券日报） 证券日报网讯光启技术11月24日发布公告，在公司回答调研者提问时表示，2025年初至今，公司共披露 了27.89亿元的超材料产品批产合同，主营业务需求饱满。目前，公司主营产品超材料复杂功能结构件 作为最新一代航空航天尖端装备的重要组成部分，其相关性能参数显著优于其他解决方案。 ...

南财智讯11月24日电，光启技术在投资者关系活动中表示，2025年初至今公司共披露了27.89亿元的超 材料产品批产合同，主营业务需求持续饱满。公司主营的超材料复杂功能结构件作为新一代航空航天尖 端装备的关键组成部分，性能参数显著优于其他解决方案，保障了稳定的订单获取和交付能力。 ...

Group 1: Company Overview and Strategic Positioning - The company is a global leader in the field of metamaterials, emphasizing its strategic significance in advancing aerospace equipment development [2][3] - The company has established a comprehensive production system, achieving a 90% completion rate for infrastructure and 60% for electromechanical installations at the 905 base [3] - The company has disclosed contracts worth 2.789 billion yuan for metamaterial products since the beginning of 2025, indicating strong demand for its main business [4] Group 2: Production and Operational Updates - The 905 base is expected to commence production by mid-January 2026, with significant progress in production preparations [3] - The company has implemented a two-shift system at the 709 base, achieving full capacity utilization since August, ensuring timely delivery to clients [9] - The company has developed a collaborative production system across multiple bases, enhancing overall delivery efficiency and supply chain resilience [7] Group 3: Technological Advancements and AI Integration - The company has integrated AI technology into seven capability platforms, enhancing product design and manufacturing processes [11] - The "Mass Production 2.0" system has been applied to improve production efficiency and quality consistency, with plans for gradual implementation across other bases [8] - The company is leveraging AI for intelligent research and development, automated industrial inspection, and smart operational processes [11] Group 4: Challenges and Opportunities - The "14th Five-Year Plan" has shifted focus to building a modern industrial system, presenting both challenges and opportunities for the company [5] - The company aims to align its technological advancements with national strategic directions, enhancing its competitive position in the aerospace sector [5]

Core Viewpoint - The company, Guangqi Technology, has signed contracts totaling 1.278 billion yuan for the mass production of metamaterials, indicating strong demand and growth potential in the advanced materials sector [1][2]. Group 1: Contract Details - Guangqi Technology's subsidiary, Shenzhen Guangqi Advanced Technology Co., Ltd., signed a contract worth 1.017 billion yuan with one client and additional contracts totaling 260 million yuan with four other clients, leading to a cumulative total of 1.278 billion yuan [1]. - The contracts are expected to impact the company's operating performance for the current year and 2026 [1]. Group 2: Business Operations - The company focuses on the research, production, and sales of complex functional structures made from metamaterials, contributing to advanced equipment development in China [2]. - Guangqi Technology's metamaterials have been applied in various military and civilian applications, including aerial, marine, and guided weapon systems [2]. Group 3: Financial Performance - In the first half of 2025, the company reported revenue of 943 million yuan, a year-on-year increase of 10.7%, and a net profit attributable to shareholders of 386 million yuan, reflecting a growth of 6.75% [2]. - The company signed contracts worth 714 million yuan with one client and 66.037 million yuan with another client during the same period [2].