002625 光启技术
已收盘 09-30 15:00:00
资讯
新帖
简况
9月下半月机构调研全景：机构重点关注个股平均下跌0.6%
财闻 · 09-30
9月下半月机构调研全景：机构重点关注个股平均下跌0.6%
光启技术（002625）股东西藏映邦实业发展有限公司质押361万股，占总股本0.17%
证券之星 · 09-30
光启技术（002625）股东西藏映邦实业发展有限公司质押361万股，占总股本0.17%
光启技术（002625）披露控股股东部分股份补充质押的公告，9月29日股价上涨1.91%
证券之星 · 09-29
光启技术（002625）披露控股股东部分股份补充质押的公告，9月29日股价上涨1.91%
异动快报：光启技术（002625）9月28日13点33分触及跌停板
证券之星 · 09-28
异动快报：光启技术（002625）9月28日13点33分触及跌停板
光启技术（002625）9月24日主力资金净卖出1.03亿元
证券之星 · 09-28
光启技术（002625）9月24日主力资金净卖出1.03亿元
光启技术（002625）披露控股股东部分股份质押公告，9月23日股价下跌3.21%
证券之星 · 09-23
光启技术（002625）披露控股股东部分股份质押公告，9月23日股价下跌3.21%
光启技术：公司将于今年如期参加珠海航展
证券之星 · 09-23
光启技术：公司将于今年如期参加珠海航展
光启技术：研发支出中的人工费用只是“与研发活动相关的人工投入”
证券之星 · 09-23
光启技术：研发支出中的人工费用只是“与研发活动相关的人工投入”
光启技术：截至2026年9月18日公司股东总户数为144,971户
证券之星 · 09-23
光启技术：截至2026年9月18日公司股东总户数为144,971户
光启技术（002625）股东西藏映邦实业发展有限公司质押3679.18万股，占总股本1.71%
证券之星 · 09-23
光启技术（002625）股东西藏映邦实业发展有限公司质押3679.18万股，占总股本1.71%
公司问答丨光启技术：公司承担研制的尖端装备型号数量持续增加 超材料复杂功能结构件在相关装备中的配套比例稳步提升 并在部分批产型号中取得独家供应资格
格隆汇 · 09-20
公司问答丨光启技术：公司承担研制的尖端装备型号数量持续增加 超材料复杂功能结构件在相关装备中的配套比例稳步提升 并在部分批产型号中取得独家供应资格
公司问答丨光启技术：部分客户对生产节奏进行调整 导致公司产品交付节奏受到一定影响
格隆汇 · 09-20
公司问答丨光启技术：部分客户对生产节奏进行调整 导致公司产品交付节奏受到一定影响
光启技术：近期公司新签超材料产品批产合同约9.07亿元
证券之星 · 09-18
光启技术：近期公司新签超材料产品批产合同约9.07亿元
光启技术：批产交付节奏主要根据客户需求计划及上下游供应链配套情况动态安排
证券之星 · 09-18
光启技术：批产交付节奏主要根据客户需求计划及上下游供应链配套情况动态安排
光启技术：已签订合同但尚未履行或尚未履行完毕的履约义务所对应的收入金额为1,654,730,985.78元
证券之星 · 09-18
光启技术：已签订合同但尚未履行或尚未履行完毕的履约义务所对应的收入金额为1,654,730,985.78元
光启技术：公司正根据演训结果反馈开展性能优化与新品研制工作
证券之星 · 09-18
光启技术：公司正根据演训结果反馈开展性能优化与新品研制工作
光启技术(002625.SZ)子公司光启尖端与三家客户签订合计9.07亿元超材料产品批产合同
智通财经 · 09-17
光启技术(002625.SZ)子公司光启尖端与三家客户签订合计9.07亿元超材料产品批产合同
光启技术宣布子公司与三大客户签署批量生产合同 合同总金额达9.069亿元人民币
美股速递 · 09-17
光启技术宣布子公司与三大客户签署批量生产合同 合同总金额达9.069亿元人民币
光启技术：签订超材料产品批产合同 累计9.07亿元
格隆汇 · 09-17
光启技术：签订超材料产品批产合同 累计9.07亿元
9月16日光启技术涨5.92%，航空航天ETF华夏基金重仓该股
证券之星 · 09-16
9月16日光启技术涨5.92%，航空航天ETF华夏基金重仓该股
加载更多
公司概况
公司名称：
光启技术股份有限公司
所属行业：
铁路、船舶、航空航天和其他运输设备制造业
上市日期：
2011-11-03
主营业务：
光启技术股份有限公司的主营业务是新一代超材料尖端装备产品的研发、生产及销售。公司的主要产品是超材料功能结构件、先进高分子材料、功能预浸料、柔性超材料载体、芳纶蜂窝、综合电磁性能检测服务。
发行价格：
11.18
{"stockData":{"symbol":"002625","market":"SZ","secType":"STK","nameCN":"光启技术","latestPrice":23.57,"timestamp":1790751807000,"preClose":22.9,"halted":0,"volume":32261435,"delay":0,"changeRate":0.0293,"floatShares":2155000000,"shares":2155000000,"eps":0.2878,"marketStatus":"已收盘","change":0.67,"latestTime":"09-30 15:00:00","open":23.15,"high":23.89,"low":22.87,"amount":751000000,"amplitude":0.0445,"askPrice":23.58,"askSize":28,"bidPrice":23.57,"bidSize":1858,"shortable":0,"etf":0,"ttmEps":0.2878,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1791423000000},"marketStatusCode":5,"adr":0,"adjPreClose":22.9,"symbolType":"stock","openAndCloseTimeList":[[1790731800000,1790739000000],[1790744400000,1790751600000]],"highLimit":25.19,"lowLimit":20.61,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":2154587862,"isCdr":false,"pbRate":5.02,"roa":"--","peRate":81.897151,"roe":"3.27%","epsLYR":0.32,"committee":0.227295,"marketValue":50784000000,"turnoverRate":0.015,"status":0,"nextConnectDate":"根据港交所公布的数据，今日已停止北向交易，下一个交易日为北京时间 2026-10-08。","floatMarketCap":50783000000},"requestUrl":"/m/hq/s/002625","defaultTab":"news","newsList":[{"id":"2671277357","title":"9月下半月机构调研全景：机构重点关注个股平均下跌0.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671277357","media":"财闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671277357?lang=zh_cn&edition=full","pubTime":"2026-09-30 17:08","pubTimestamp":1790759309,"startTime":"0","endTime":"0","summary":"9月15日至29日，共有57家上市公司获得超过30家机构调研，相比此前几月增长明显，但在股价表现来看，9月下半月57家获30家以上机构调研的公司区间涨跌幅均值-0.60%。经历上旬的密集调研后，9月下半月机构调研热情依然高涨。iFinD数据显示，9月15日至29日，共有57家上市公司获得超过30家机构调研，相比此前几月增长明显。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202609303887751545.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202609303887751545.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["IE00B5MMRT66.SGD","300464","BK0155","BK0188","000503","BK0217","BK0279","BK0070","BK0251","LU2580892862.HKD","301200","688559","BK0137","688499","688028","IE00BPRC5H50.USD","BK0077","LU0348767384.USD","BK0114","BK1183","LU2580892789.USD","BK0256","BK0097","002947","IE00B543WZ88.USD","BK0181","LU0348766576.USD","301377","BK0138","SGXZ49509284.SGD","BK0146","BK0196","300866","BK0209","BK0214","002625","BK0177","SGXZ81163826.USD","01377","BK0259","600499"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671227923","title":"光启技术（002625）股东西藏映邦实业发展有限公司质押361万股，占总股本0.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671227923","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671227923?lang=zh_cn&edition=full","pubTime":"2026-09-30 12:27","pubTimestamp":1790742449,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术9月30日公开信息显示，股东西藏映邦实业发展有限公司向国金证券股份有限公司合计质押361.0万股，占总股本0.17%。质押详情见下表：截止本公告日，股东西藏映邦实业发展有限公司已累计质押股份7074.78万股，占其持股总数的14.27%。本文数据来源于光启技术公告，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026093000017594.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0196","BK0279","002625"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671210142","title":"光启技术（002625）披露控股股东部分股份补充质押的公告，9月29日股价上涨1.91%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671210142","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671210142?lang=zh_cn&edition=full","pubTime":"2026-09-29 22:02","pubTimestamp":1790690528,"startTime":"0","endTime":"0","summary":"截至2026年9月29日收盘，光启技术报收于22.9元，较前一交易日上涨1.91%，最新总市值为493.4亿元。该股当日开盘22.09元，最高23.1元，最低21.71元，成交额达9.6亿元，换手率为1.99%。近日，光启技术股份有限公司发布公告，公司控股股东西藏映邦实业发展有限公司将其持有的部分股份进行补充质押。本次合计质押3,609,998股，占其所持股份比例0.73%，占公司总股本比例0.17%。已质押股份及未质押股份均无冻结、标记或限售情况。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092900039534.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0279","002625","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670861232","title":"异动快报：光启技术（002625）9月28日13点33分触及跌停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2670861232","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670861232?lang=zh_cn&edition=full","pubTime":"2026-09-28 13:35","pubTimestamp":1790573725,"startTime":"0","endTime":"0","summary":"证券之星9月28日盘中消息，13点33分光启技术（002625）触及跌停板。其所属行业航空装备目前下跌。领涨股为中航西飞。该股为雄安新区，车联网/车路云，人工智能概念热股。9月24日的资金流向数据方面，主力资金净流出1.03亿元，占总成交额9.35%，游资资金净流入4383.0万元，占总成交额3.99%，散户资金净流入5881.04万元，占总成交额5.36%。近5日资金流向一览见下表：光启技术主要指标及行业内排名如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092800013793.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002625","BK0279","BK0196","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670407946","title":"光启技术（002625）9月24日主力资金净卖出1.03亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2670407946","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670407946?lang=zh_cn&edition=full","pubTime":"2026-09-28 09:19","pubTimestamp":1790558385,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年9月24日收盘，光启技术报收于24.97元，下跌6.02%，换手率2.03%，成交量43.68万手，成交额10.98亿元。近5日资金流向一览见下表：光启技术融资融券信息显示，融资方面，当日融资买入8644.7万元，融资偿还2.37亿元，融资净偿还1.5亿元。光启技术主营业务：尖端装备提供航电系统、电磁调制、力学结构一体化的设计与制造,交付超材料功能结构件产品。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092800002820.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002625","BK0138","BK0196","BK0279"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669481988","title":"光启技术（002625）披露控股股东部分股份质押公告，9月23日股价下跌3.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=2669481988","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669481988?lang=zh_cn&edition=full","pubTime":"2026-09-23 22:03","pubTimestamp":1790172197,"startTime":"0","endTime":"0","summary":"截至2026年9月23日收盘，光启技术报收于26.57元，较前一交易日下跌3.21%，最新总市值为572.47亿元。近日，光启技术股份有限公司收到控股股东西藏映邦实业发展有限公司的通知，获悉其持有的公司部分股份被质押。本次质押数量为36,791,800股，占其所持股份比例7.42%，占公司总股本比例1.71%，质押用途为融资，质权人为中原信托有限公司，质押起始日为2026年9月22日，到期日为2027年9月23日。截至公告披露日，已质押股份和未质押股份均无限售和冻结情况。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300040182.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0279","BK0138","002625","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669866814","title":"光启技术：公司将于今年如期参加珠海航展","url":"https://stock-news.laohu8.com/highlight/detail?id=2669866814","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669866814?lang=zh_cn&edition=full","pubTime":"2026-09-23 20:51","pubTimestamp":1790167875,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术(002625)09月22日在投资者关系平台上答复投资者关心的问题。投资者提问：今年公司会不会参加珠海航展，还会带来新产品吗？光启技术回复：尊敬的投资者您好！公司将于今年如期参加珠海航展，相关参展及筹备工作正在有序推进。具体展品将结合公司业务布局、产品研发进度以及保密合规要求统筹安排，也欢迎广大投资者通过航展平台进一步了解公司最新业务进展。感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300038397.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0279","002625","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669648654","title":"光启技术：研发支出中的人工费用只是“与研发活动相关的人工投入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2669648654","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669648654?lang=zh_cn&edition=full","pubTime":"2026-09-23 20:51","pubTimestamp":1790167874,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术09月22日在投资者关系平台上答复投资者关心的问题。全职研发人员薪酬全额计入研发支出；对于非全职研发人员，按照参与研发活动的工时比例将其薪酬分摊至研发支出、参与生产活动的工时比例则分摊至生产成本。所以，研发支出中的人工费用只是“与研发活动相关的人工投入”，并非研发人员全部薪酬。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300038396.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0196","BK0279","002625"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669486666","title":"光启技术：截至2026年9月18日公司股东总户数为144,971户","url":"https://stock-news.laohu8.com/highlight/detail?id=2669486666","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669486666?lang=zh_cn&edition=full","pubTime":"2026-09-23 20:51","pubTimestamp":1790167873,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术(002625)09月22日在投资者关系平台上答复投资者关心的问题。投资者提问：请问9月20日的股东人数是多少？光启技术回复：尊敬的投资者您好，截至2026年9月18日公司股东总户数为144,971户，感谢您的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300038393.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0279","BK0196","002625","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669810749","title":"光启技术（002625）股东西藏映邦实业发展有限公司质押3679.18万股，占总股本1.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2669810749","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669810749?lang=zh_cn&edition=full","pubTime":"2026-09-23 18:31","pubTimestamp":1790159481,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术9月23日公开信息显示，股东西藏映邦实业发展有限公司向中原信托有限公司合计质押3679.18万股，占总股本1.71%。质押详情见下表：截止本公告日，股东西藏映邦实业发展有限公司已累计质押股份6713.78万股，占其持股总数的13.54%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300034217.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0279","BK0138","002625","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668018589","title":"公司问答丨光启技术：公司承担研制的尖端装备型号数量持续增加 超材料复杂功能结构件在相关装备中的配套比例稳步提升 并在部分批产型号中取得独家供应资格","url":"https://stock-news.laohu8.com/highlight/detail?id=2668018589","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668018589?lang=zh_cn&edition=full","pubTime":"2026-09-20 16:35","pubTimestamp":1789893302,"startTime":"0","endTime":"0","summary":null,"market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["BK0279","BK0196","BK0138","002625"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668183578","title":"公司问答丨光启技术：部分客户对生产节奏进行调整 导致公司产品交付节奏受到一定影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2668183578","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668183578?lang=zh_cn&edition=full","pubTime":"2026-09-20 15:26","pubTimestamp":1789889169,"startTime":"0","endTime":"0","summary":null,"market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["002625","BK0138","BK0279","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668250159","title":"光启技术：近期公司新签超材料产品批产合同约9.07亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2668250159","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668250159?lang=zh_cn&edition=full","pubTime":"2026-09-18 20:52","pubTimestamp":1789735937,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术09月18日在投资者关系平台上答复投资者关心的问题。近年来，公司承担研制的尖端装备型号数量持续增加，超材料复杂功能结构件在相关装备中的配套比例稳步提升，并在部分批产型号中取得独家供应资格。近期公司新签超材料产品批产合同约9.07亿元，具体详见公司自愿性信息披露公告。后续如达到披露标准的新订单，公司将严格按照监管要求及时履行信息披露义务。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026091800035061.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","002625","BK0196","BK0279"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668925006","title":"光启技术：批产交付节奏主要根据客户需求计划及上下游供应链配套情况动态安排","url":"https://stock-news.laohu8.com/highlight/detail?id=2668925006","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668925006?lang=zh_cn&edition=full","pubTime":"2026-09-18 20:52","pubTimestamp":1789735924,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术(002625)09月18日在投资者关系平台上答复投资者关心的问题。投资者提问：9月份以来批产交付节奏是否有所恢复加快光启技术回复：尊敬的投资者，您好！批产交付节奏主要根据客户需求计划及上下游供应链配套情况动态安排，公司正积极协调各方资源，全力保障在手订单的高效交付。具体经营数据请以公司后续披露的定期报告及相关公告为准。感谢您的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026091800035060.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","002625","BK0279","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668292506","title":"光启技术：已签订合同但尚未履行或尚未履行完毕的履约义务所对应的收入金额为1,654,730,985.78元","url":"https://stock-news.laohu8.com/highlight/detail?id=2668292506","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668292506?lang=zh_cn&edition=full","pubTime":"2026-09-18 20:52","pubTimestamp":1789735922,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术09月18日在投资者关系平台上答复投资者关心的问题。请周董百忙之中回复一下光启技术回复：尊敬的投资者您好，根据公司发布的2026年半年度报告：截至报告期末，已签订合同、但尚未履行或尚未履行完毕的履约义务所对应的收入金额为1,654,730,985.78元，其中，1,280,066,565.70元预计将于2026下半年度确认收入，374,664,420.08元预计将于2027年度确认收入。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026091800035059.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0279","BK0196","002625","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668925031","title":"光启技术：公司正根据演训结果反馈开展性能优化与新品研制工作","url":"https://stock-news.laohu8.com/highlight/detail?id=2668925031","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668925031?lang=zh_cn&edition=full","pubTime":"2026-09-18 20:52","pubTimestamp":1789735921,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术(002625)09月18日在投资者关系平台上答复投资者关心的问题。投资者提问：请问贵公司无人机获得181万元首单后有用户继续增加订单吗？光启技术回复：尊敬的投资者您好，公司高度重视我国无人化智能化装备发展，积极推动超材料技术向无人化、智能化装备赋能延伸。公司目前正根据演训结果反馈开展性能优化与新品研制工作，积极匹配客户后续任务需求。后续客户如有采购安排，公司将积极参加招投标工作，感谢您的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026091800035058.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002625","BK0279","BK0196","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668964302","title":"光启技术(002625.SZ)子公司光启尖端与三家客户签订合计9.07亿元超材料产品批产合同","url":"https://stock-news.laohu8.com/highlight/detail?id=2668964302","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668964302?lang=zh_cn&edition=full","pubTime":"2026-09-17 19:55","pubTimestamp":1789646132,"startTime":"0","endTime":"0","summary":"智通财经APP讯，光启技术(002625.SZ)发布公告，公司于近日收到全资子公司深圳光启尖端技术有限责任公司(以下简称“光启尖端”)的通知，光启尖端与某客户签订了86,160万元的超材料产品批产合同，与另两家客户签订了合计4529.42万元的超材料产品批产合同。光启尖端近期累计与三家客户签订了合计90,689.42万元的超材料产品批产合同。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1497575.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"光启技术(002625.SZ)子公司光启尖端与三家客户签订合计9.07亿元超材料产品批产合同","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["002625","BK0138","BK0279","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148728890","title":"光启技术宣布子公司与三大客户签署批量生产合同 合同总金额达9.069亿元人民币","url":"https://stock-news.laohu8.com/highlight/detail?id=1148728890","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1148728890?lang=zh_cn&edition=full","pubTime":"2026-09-17 19:09","pubTimestamp":1789643375,"startTime":"0","endTime":"0","summary":"光启技术披露，其下属子公司已与三家客户正式签订批量生产协议。这一系列合同累加的总价值高达9.069亿元人民币。根据公司发布的公告，这些合约的签署标志着光启技术在生产制造领域迈出了重要的一步，进一步巩固了其与核心客户的合作关系。光启技术方面表示，这些合同的履行预计不会对公司本年度的经营业绩构成重大影响，但从长远来看，有助于提升公司的市场竞争力和持续盈利能力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0138","BK0196","BK0279","002625"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668969420","title":"光启技术：签订超材料产品批产合同 累计9.07亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2668969420","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668969420?lang=zh_cn&edition=full","pubTime":"2026-09-17 19:07","pubTimestamp":1789643258,"startTime":"0","endTime":"0","summary":null,"market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["BK0279","BK0138","BK0196","002625"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667760932","title":"9月16日光启技术涨5.92%，航空航天ETF华夏基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2667760932","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667760932?lang=zh_cn&edition=full","pubTime":"2026-09-16 16:43","pubTimestamp":1789548185,"startTime":"0","endTime":"0","summary":"证券之星消息，9月16日光启技术涨5.92%，收盘报28.26元，换手率1.35%，成交量29.18万手，成交额7.97亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共18家，其中持有数量最多的公募基金为华夏基金的航空航天ETF华夏。航空航天ETF华夏目前规模为48.2亿元，最新净值1.0136，较上一交易日下跌1.43%，近一年下跌9.24%。航空航天ETF华夏的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026091600026168.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0196","159267","BK0279","159231","002625","BK0138"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1791186536661,"stockEarnings":[{"period":"1week","weight":-0.1129},{"period":"1month","weight":-0.1753},{"period":"3month","weight":-0.2265},{"period":"6month","weight":-0.3734},{"period":"1year","weight":-0.5299},{"period":"ytd","weight":-0.516}],"compareEarnings":[{"period":"1week","weight":-0.024},{"period":"1month","weight":-0.0362},{"period":"3month","weight":-0.0463},{"period":"6month","weight":-0.0098},{"period":"1year","weight":-0.0105},{"period":"ytd","weight":-0.0319}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"光启技术股份有限公司","boardCode":"AI0037","boardName":"铁路、船舶、航空航天和其他运输设备制造业","stockholders":"144971人(较上一季度增加1.27%)","perCapita":"14862股","listingDate":"2011-11-03","address":"广东省深圳市南山区粤海街道麻岭社区高新中一道9号软件大厦3层","registeredCapital":"215458万元","survey":" 光启技术股份有限公司的主营业务是新一代超材料尖端装备产品的研发、生产及销售。公司的主要产品是超材料功能结构件、先进高分子材料、功能预浸料、柔性超材料载体、芳纶蜂窝、综合电磁性能检测服务。","listedPrice":11.18},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"光启技术(002625)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供光启技术(002625)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"光启技术,002625,光启技术股票,光启技术股票老虎,光启技术股票老虎国际,光启技术行情,光启技术股票行情,光启技术股价,光启技术股市,光启技术股票价格,光启技术股票交易,光启技术股票购买,光启技术股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"光启技术(002625)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供光启技术(002625)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}