数据显示，今年2月份，光启技术与两家客户签订了合计7.8亿元的超材料航空结构部件批产合同。截至 目前，公司在今年已经累计收获20.58亿元的批产合同。 光启技术相关人士表示，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。 作为国内唯一一家实现超材料技术从实验室走向大规模工程应用的企业，光启技术经过多年技术积累与 攻关，成功打通了"从0到1"的原创性技术突破，以及"从1到10"的产业化扩展，成为全球超材料尖端装 备领域的领军企业。 经过约近半年的产能爬坡和基地建设，709基地二期的产能已经在今年5月中旬转化为业绩。公司2025年 半年报显示，公司上半年存货（不含原材料）账面余额增加约0.76亿元，存货结转成本约4.23亿元，生 产量达到4.99亿元，生产规模较去年同期提升1.5倍，扩产效益初步显现。株洲905基地一期预计10月中 下旬将实现大规模投产，天津906基地正按照政府要求稳步推进基础设施建设，计划于11月下旬正式投 产，届时将为华北及北方区域客户提供更加高效的交付保障。 9月5日，国内超材料龙头光启技术股份有限公司（以下简称"光启技术"）发布公告称，与某客户签订了 合计10.17亿 ...

Financial Performance - In Q1 2025, the company reported revenue of 372 million yuan, a year-on-year increase of 15.96%, and a net profit of 151 million yuan, up 10.82% year-on-year, achieving historical highs in both metrics [2] - For the year 2024, the company achieved revenue of 1.558 billion yuan, a growth of 4.25%, and a net profit of 652 million yuan, increasing by 11.77% [4] - The revenue from the metamaterials business reached 1.552 billion yuan, marking a 21.69% increase, and the research and development revenue surged by 911.24% to 282 million yuan [4] Industry Position and Technological Advancements - The company has transitioned from a single material supplier to a core system integrator in the aerospace equipment industry, integrating functions such as communication, optoelectronic sensing, and electromagnetic control into complex metamaterial structures [3] - The unique properties of metamaterials, including lightweight and high strength, enable new design and manufacturing solutions for next-generation aerospace equipment [3] Production Capacity and Expansion - The company is accelerating its capacity expansion strategy with the establishment of five major bases, including the newly added Zhuzhou 905 base, Tianjin 906 base, and Leshan 106 base, enhancing its national metamaterial industry layout [7] - The Zhuzhou 905 base is set to become the main base for research, production, and testing, with its first phase expected to be operational by July this year [7] - The completion of these bases is anticipated to significantly improve the delivery efficiency of metamaterial products and alleviate existing order backlogs [8] Future Outlook - The company has signed significant contracts worth 780 million yuan for the mass production of metamaterial products, with delivery planned by the end of 2025, indicating a strong future revenue stream [4][5] - The production cycle for metamaterial products is at least six months, suggesting that the capacity from the new bases will start translating into actual deliveries in the latter half of this year [5]