002625 光启技术
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每周股票复盘：光启技术（002625）调整员工持股计划考核目标
证券之星 · 06-21 01:02
每周股票复盘：光启技术（002625）调整员工持股计划考核目标
6月18日光启技术跌9.92%，军工ETF国泰基金重仓该股
证券之星 · 06-18
6月18日光启技术跌9.92%，军工ETF国泰基金重仓该股
光启技术（002625）披露关于调整2025年员工持股计划公司层面业绩考核目标并修订相关文件的议案，6月17日股价下跌0.24%
证券之星 · 06-17
光启技术（002625）披露关于调整2025年员工持股计划公司层面业绩考核目标并修订相关文件的议案，6月17日股价下跌0.24%
光启技术：不存在产品被替代、订单断层、研发方向与需求脱钩等情况
证券之星 · 06-15
光启技术：不存在产品被替代、订单断层、研发方向与需求脱钩等情况
6月8日光启技术跌6.45%，军工ETF国泰基金重仓该股
证券之星 · 06-08
6月8日光启技术跌6.45%，军工ETF国泰基金重仓该股
光启技术：新基地一部分生产人员将从实习人员中选拔
证券之星 · 06-01
光启技术：新基地一部分生产人员将从实习人员中选拔
光启技术：三季度将组织多起无人机演训活动
证券之星 · 06-01
光启技术：三季度将组织多起无人机演训活动
5月25日光启技术涨5.94%，军工ETF国泰基金重仓该股
证券之星 · 05-25
5月25日光启技术涨5.94%，军工ETF国泰基金重仓该股
光启技术：第一个行权期为2026年8月15日后首个交易日起至2027年8月14日止
证券之星 · 05-21
光启技术：第一个行权期为2026年8月15日后首个交易日起至2027年8月14日止
光启技术：公司目前仍将主要研发资源聚焦于自身主营业务和核心技术体系的持续迭代
证券之星 · 05-21
光启技术：公司目前仍将主要研发资源聚焦于自身主营业务和核心技术体系的持续迭代
光启技术：汽车雷达罩和6G天线暂无明确研发与量产计划
证券之星 · 05-21
光启技术：汽车雷达罩和6G天线暂无明确研发与量产计划
光启技术（002625）披露2025年度股东会会议决议公告，5月21日股价下跌2.56%
证券之星 · 05-21
光启技术（002625）披露2025年度股东会会议决议公告，5月21日股价下跌2.56%
光启技术（002625）披露股份回购实施完成暨股份变动公告，5月13日股价下跌0.71%
证券之星 · 05-13
光启技术（002625）披露股份回购实施完成暨股份变动公告，5月13日股价下跌0.71%
光启技术：累计回购股份1178940股
证券日报网 · 05-12
光启技术：累计回购股份1178940股
光启技术（002625）披露回购公司股份进展公告，5月6日股价上涨2.27%
证券之星 · 05-06
光启技术（002625）披露回购公司股份进展公告，5月6日股价上涨2.27%
每周股票复盘：光启技术（002625）Q1营收增40.28%
证券之星 · 05-03
每周股票复盘：光启技术（002625）Q1营收增40.28%
图解光启技术年报：第四季度单季净利润同比下降29.42%
证券之星 · 04-28
图解光启技术年报：第四季度单季净利润同比下降29.42%
光启技术最新公告：2025年净利润6.87亿元同比增长5.37%
证券之星 · 04-27
光启技术最新公告：2025年净利润6.87亿元同比增长5.37%
光启技术：推进超材料5.0技术迭代是公司“十五五期间”核心战略之一
证券之星 · 04-24
光启技术：推进超材料5.0技术迭代是公司“十五五期间”核心战略之一
光启技术：新基地建设更多是对公司能力体系的完善和升级
证券之星 · 04-24
光启技术：新基地建设更多是对公司能力体系的完善和升级
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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超材料复杂功能结构件的研发、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、复合材料结构件、超材料蜂窝芯材。公司是全球超材料研究和产业化的先驱，是我国先进装备研制、批产的核心供应商。
发行价格：
11.18
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16:41","pubTimestamp":1781772113,"startTime":"0","endTime":"0","summary":"证券之星消息，6月18日光启技术跌9.92%，收盘报34.15元，换手率4.03%，成交量86.88万手，成交额30.31亿元。重仓光启技术的前十大公募基金请见下表：该股最近90天内共有2家机构给出评级，买入评级1家，增持评级1家。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共17家，其中持有数量最多的公募基金为国泰基金的军工ETF国泰。军工ETF国泰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/RB2026061800028898.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","512660","BK0138","002625","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644174471","title":"光启技术（002625）披露关于调整2025年员工持股计划公司层面业绩考核目标并修订相关文件的议案，6月17日股价下跌0.24%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644174471","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644174471?lang=zh_cn&edition=full","pubTime":"2026-06-17 22:23","pubTimestamp":1781706193,"startTime":"0","endTime":"0","summary":"截至2026年6月17日收盘，光启技术报收于37.91元，较前一交易日下跌0.24%，最新总市值为816.8亿元。该股当日开盘38.02元，最高38.65元，最低37.8元，成交额达8.93亿元，换手率为1.09%。近日，光启技术股份有限公司发布《关于召开2026年第二次临时股东会的通知》，公告显示，公司将于2026年7月3日召开2026年第二次临时股东会，会议审议《关于调整2025年员工持股计划公司层面业绩考核目标并修订相关文件的议案》。中小投资者表决将单独计票。","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/RB2026061700042211.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","BK0279","002625","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643205241","title":"光启技术：不存在产品被替代、订单断层、研发方向与需求脱钩等情况","url":"https://stock-news.laohu8.com/highlight/detail?id=2643205241","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643205241?lang=zh_cn&edition=full","pubTime":"2026-06-15 20:51","pubTimestamp":1781527874,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术06月15日在投资者关系平台上答复投资者关心的问题。截至目前，公司严格按照监管要求履行信息披露义务，不存在应披露而未披露的重大事项，亦不存在您提到的“产品已被替代、订单断层、研发方向与需求脱钩”等情况。","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/RB2026061500032075.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":["BK0196","BK0138","BK0279","002625"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641100851","title":"6月8日光启技术跌6.45%，军工ETF国泰基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2641100851","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641100851?lang=zh_cn&edition=full","pubTime":"2026-06-08 16:54","pubTimestamp":1780908882,"startTime":"0","endTime":"0","summary":"证券之星消息，6月8日光启技术跌6.45%，收盘报35.08元，换手率1.85%，成交量39.87万手，成交额14.3亿元。重仓光启技术的前十大公募基金请见下表：该股最近90天内共有2家机构给出评级，买入评级1家，增持评级1家。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共17家，其中持有数量最多的公募基金为国泰基金的军工ETF国泰。军工ETF国泰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/RB2026060800022476.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":["BK0138","BK0196","002625","BK0279","512660"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640295451","title":"光启技术：新基地一部分生产人员将从实习人员中选拔","url":"https://stock-news.laohu8.com/highlight/detail?id=2640295451","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640295451?lang=zh_cn&edition=full","pubTime":"2026-06-01 20:51","pubTimestamp":1780318271,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术06月01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：周董您好，注意到2024年年报中新增员工1300多人，生产人员近1000人。那么这部分的生产人员是在今年招募吗？新基地一部分生产人员将从实习人员中选拔，公司也在持续推进生产制造环节的数字化、自动化和无人化能力建设，提升人均生产效率，降低生产制造成本。","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/RB2026060100038004.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":"2640545469","title":"光启技术：三季度将组织多起无人机演训活动","url":"https://stock-news.laohu8.com/highlight/detail?id=2640545469","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640545469?lang=zh_cn&edition=full","pubTime":"2026-06-01 20:51","pubTimestamp":1780318269,"startTime":"0","endTime":"0","summary":"证券之星消息，光启技术(002625)06月01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：请问公司乐山基地无人机进展如何了？演训结束定型了吗？后续订单情况有乐观指引吗？谢谢！光启技术回复：尊敬的投资者您好。近年来大规模、低成本的无人机发展迅猛并在海外地区发挥了重要作用，国内客户也高度重视这类无人机的发展与运用，今年三季度国内某客户将组织多起无人机的演训活动（含原计划五月份开展的演训活动），上述演训活动预计将对公司无人机的定型与批产工作起到积极作用。公司正在积极部署参加演训相关工作，后续进展如达到披露标准公司将及时公告。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。","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/RB2026060100038003.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":["BK0196","BK0138","BK0279","002625"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638853699","title":"5月25日光启技术涨5.94%，军工ETF国泰基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2638853699","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638853699?lang=zh_cn&edition=full","pubTime":"2026-05-25 16:39","pubTimestamp":1779698397,"startTime":"0","endTime":"0","summary":"证券之星消息，5月25日光启技术涨5.94%，收盘报40.5元，换手率2.87%，成交量61.76万手，成交额24.18亿元。重仓光启技术的前十大公募基金请见下表：该股最近90天内共有2家机构给出评级，买入评级1家，增持评级1家。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共17家，其中持有数量最多的公募基金为国泰基金的军工ETF国泰。军工ETF国泰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，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/RB2026052500022876.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","002625","BK0279","512660","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637336272","title":"光启技术：第一个行权期为2026年8月15日后首个交易日起至2027年8月14日止","url":"https://stock-news.laohu8.com/highlight/detail?id=2637336272","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637336272?lang=zh_cn&edition=full","pubTime":"2026-05-21 20:52","pubTimestamp":1779367939,"startTime":"0","endTime":"0","summary":"因此，结合首次授予登记完成时间2025年8月15日测算，第一个行权期原则上为2026年8月15日后首个交易日起至2027年8月14日止，但实际可行权时间还需满足公司层面业绩考核、个人层面绩效考核以及不得行权期间等相关条件，并以后续具体实施安排为准。","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/RB2026052100042404.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":["BK0196","002625","BK0138","BK0279"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637336754","title":"光启技术：公司目前仍将主要研发资源聚焦于自身主营业务和核心技术体系的持续迭代","url":"https://stock-news.laohu8.com/highlight/detail?id=2637336754","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637336754?lang=zh_cn&edition=full","pubTime":"2026-05-21 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22:06","pubTimestamp":1778076379,"startTime":"0","endTime":"0","summary":"截至2026年5月6日收盘，光启技术报收于40.07元，较前一交易日上涨2.27%，最新总市值为863.34亿元。该股当日开盘39.34元，最高40.39元，最低39.24元，成交额达15.36亿元，换手率为1.79%。近日，光启技术发布《关于回购公司股份的进展公告》。回购股份将用于员工持股计划或股权激励，若未能在36个月内实施，未使用部分将依法注销。公司后续将根据市场情况继续实施回购计划，并履行信息披露义务。","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/RB2026050600039568.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","002625","BK0138","BK0279"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632867120","title":"每周股票复盘：光启技术（002625）Q1营收增40.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2632867120","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632867120?lang=zh_cn&edition=full","pubTime":"2026-05-03 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