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"Invisible" metamaterials were put into mass production, and the market value of Guangqi Technology doubled in less than a month

Release Time:2021-06-27 Topic:Guangqi Technology's trillion-dollar market value in the future Reading:25 Navigation:Stock Liao information > Military > "Invisible" metamaterials were put into mass production, and the market value of Guangqi Technology doubled in less than a month phone-reading

Text|Jinwei

Guangqi technology, which is the "high-tech material" overhead, was once the darling of the capital market. However, the stock price has shown poor performance in the past and has been hovering at a low level. Recently, Guangqi Technology has used the "military industry concept stocks" to break out of a wave of rising prices and become one of the popular stocks in the market.

On July 29, Guangqi Technology opened the second board and closed at 16.3 yuan, with a trading volume of 835 million and a market value of 35.1 billion. This is the three consecutive daily limit of Guangqi Technology. Since July this year, Guangqi Technology has doubled from more than 7 yuan.

There are many rumors about Guangqi technology in the market. One of the biggest bright spots is that the company has a new generation of ship stealth technology. It uses metamaterial technology to replace traditional stealth coating technology and can be used in stealth aircraft and other fields.

In response to standard APP users, the Secretary of the Board of Guangqi Technology stated that the company’s main business is now metamaterials, which are mainly used for high-end equipment. This year’s production capacity has increased from 4,000 kg to 8,000 kg, achieving full production. .

The predecessor of Guangqi Technology is called Longsheng Co., Ltd., which is mainly engaged in auto parts. In 2017, the company completed the asset injection of Shenzhen Guangqi Advanced Technology Co., Ltd., a cutting-edge equipment company, through the issuance of non-public shares. The company's main business has transformed from the manufacturing of traditional auto parts to the development and production of sophisticated metamaterials equipment.

In 2019, Guangqi Technology achieved total operating income of 480 million yuan, a year-on-year increase of 3.8%; realized net profit of 110 million yuan, a year-on-year increase of 63%; from the perspective of revenue composition, auto parts revenue was 2.46 Billion, the revenue of metamaterials was 219 million.

Since the beginning of this year, the stock price of Guangqi Technology has been flat, hovering around 7 yuan. However, in July, the company's stock price suddenly went bullish, which may be related to the company's pre-increasing performance.

On July 15, Guangqi Technology released the 2020 semi-annual performance forecast. It is estimated that the company's net profit for the first half of the year will be 65.53 million yuan to 75.62 million yuan, a year-on-year increase of 30%-50%. The announcement shows that the main reason for the changes in the business performance of Guangqi Technology in the first half of 2020 is that the competitive advantages of metamaterials have been highlighted. The company’s early participation in many R&D projects has entered the batch production stage, and the batch production revenue has increased significantly, and the metamaterials business has increased. Rapid growth over the same period of the year.

In the first half of this year, Guangqi Technology disclosed a mass production order contract for a new generation of metamaterials aviation structure with a total price of nearly 162 million yuan, accounting for 70% of metamaterials revenue last year. .

On July 28, Guangqi Technology released a record of investor relations activities. Zhao Zhiya, general manager of Guangqi Technology, introduced that the company’s many metamaterial projects have entered the batch production stage from the development stage. Material operating income increased significantly.

Zhao Zhiya introduced that in order to cope with the increase in mass production and market demand, on the one hand, the company will build and put into use the third phase of the Supercomputing Center for Metamaterials this year. It is understood that the computing power of the supercomputing center can reach 4,200 trillion times per second, which is more than 20 times higher than that of the first phase of the center.

On the other hand, Guangqi Technology doubled the production capacity of the Shenzhen Yinxing base from 4000 kg at the beginning of the year to 8000 kg to complete this year's production and delivery. The 150 mu project base in Shunde has been capped, with a production capacity of up to 40,000 kilograms per year. It is planned that the equipment will enter the factory and complete the debugging by the end of this year, and reach the usable state. These enable the company to have large-scale, batch production and delivery capabilities in the field of metamaterials cutting-edge equipment.

Zhao Zhiya also mentioned that the company’s total number of patent applications in the field of metamaterials has reached more than 3000, with nearly 2000, the number of applications and authorizations is the world's first.

What exactly is metamaterial? In a popular term, it is a man-made special composite material, which through the orderly structural design of the key physical dimensions of the material, it can obtain the extraordinary physical properties that are not conventional. MetamaterialsThere are some special properties, such as allowing light and electromagnetic waves to change their usual properties. Such effects cannot be achieved with traditional materials.

It is reported that Guangqi Technology has developed smart photons, stealth cloaks, "Iron Man" aircraft, near-space technology platforms, high-performance electromagnetic materials, massive target tracking technology, and a new generation of stealth technology. and many more.

I have to talk about Liu Ruopeng, chairman of Guangqi Technology, who has experienced a bit of legend. Liu Ruopeng was born in Xi'an. He was obsessed with the study of metamaterials. He started with the Zhu Kezhen class at Zhejiang University and continued to his PhD at Duke University in the United States for about 10 years.

At the age of 25, Liu Ruopeng published a paper in Science magazine as the first author. The paper recorded his process of using metamaterials to make an invisibility cloak. Light itself is an electromagnetic wave. Through arrangement and precise calculation, a microstructure can be designed and combined with the object through a special process to form a metamaterial object. The electromagnetic wave blocked by the object can be guided to change the original reflection direction, and even You can walk around to achieve perfect invisibility.

At that time, there were reports that in 2009, Liu Ruopeng led his team to successfully develop an "invisibility cloak", which can guide the microwave to "turn" to prevent objects from being discovered.

On July 13, 2010, 27-year-old Dr. Liu Ruopeng returned to China with all his 5 core members to start a business and established Shenzhen Guangqi Institute of Advanced Technology, which is the predecessor of a listed company. In recent years, Kuangqi Technology’s metamaterials have been repeatedly reported in the media.

At the end of 2018, the Economic Observer published an article "Revealing Kuangqi: A mysterious company with stealth cloak and flight bag technology enters the defense industry "Road Map", at the 12th Zhuhai Air Show, the Chinese Air Force demonstrated to the outside world the power of Chinese weapons and equipment, such as J-20, J-10B, K-8... Many of them have been participated or are participating in by Guangqi Group. Military projects.

"Let’s use metamaterial products in cutting-edge weapons and equipment for 8 years after it has been in use and finalize the shape, the next step is to mass-produce a variety of weapons and equipment," Liu Ruopeng told reporters in front of Guangqi’s booth. At that time, Guangqi had completed the construction of a metamaterial smart factory for the country to produce advanced weapons and equipment.

In 2019, there were media reports that "Kuangqi Technology (002625) independently developed high-performance electromagnetic materials to break the foreign embargo and officially mass-produced. It is understood that high-performance electronic materials are radio frequency chips, radio frequency antennas, high-speed Indispensable electromagnetic substrate materials in the fields of circuits, radar arrays, and 5G communications. In addition, most of the new weapons of the National Day military parade used company technology."

In the past, due to the slow progress of Guangqi Technology’s metamaterial project , And it has been unable to mass production. For more than two years, the company's stock price has continued to decline, and there is a lack of news to stimulate the stock price.

But since the beginning of this year, Guangqi Technology has frequently released news of local production capacity expansion. The company’s annual report also mentioned that Guangqi Advanced Technology completed the expansion project of its Shenzhen production plant in 2019, which increased its production capacity by more than 2 times, which provided an effective guarantee for the large-scale order production of Guangqi Advanced Equipment; at the same time, the company actively promoted the production of raised investment projects. Construction of the base, of which the Shunde Industrial Base Project (hereinafter referred to as the "Shunde Project") with a total investment of 1.49 billion yuan has started construction in August 2019, and is expected to be completed in November 2020 for trial production and officially put into operation in December.

In addition, the company's metamaterials intelligent structure and equipment research and development center construction project of the company's metamaterials cutting-edge equipment product electromagnetic performance testing center took the lead in completing the construction in December 2019. The compact field microwave anechoic chamber of the testing center is the largest and most versatile large-scale comprehensive compact field testing center in South China. Its testing capability is at the industry-leading level and can achieve a test throughput of 100,000 curves per year.

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Label group:[Super material] [Shenzhen Guangqi] [Invisible material] [Liu Ruopeng

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