证券代码：600458 证券简称：时代新材 公告编号：临 2026-008 株洲时代新材料科技股份有限公司 关于国有股份无偿划转完成过户登记的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2022 年 9 月 8 日披露的《关于股东所持公司股份在同一实际控制人下协议无偿 划转的提示性公告》（公告编号：临 2022-061）。 二、协议转让完成股份过户登记 公司于 2026 年 1 月 9 日收到株机实业通知，株辆实业与株机实业已取得中 国证券登记结算有限公司出具的《证券过户登记确认书》，股份过户时间为 2026 年 1 月 8 日。 股份过户后双方持股变化情况如下表： 重要内容提示： 株洲时代新材料科技股份有限公司（以下简称"时代新材""公司"）股 东中车株洲车辆实业管理有限公司（以下简称"株辆实业"）将其所持有公司的 全部股份 7,709,666 股协议无偿划转至中车株洲电力机车实业管理有限公司（以 下简称"株机实业"）。株辆实业、株机实业的实际控制人均为中国中车集团有限 公司（以下简称"中车集团"），即本 ...

证券代码：600458 证券简称：时代新材 公告编号：临 2026-007 株洲时代新材料科技股份有限公司 关于控股股东无偿划转股份完成过户登记的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、本次控股股东权益变动的基本情况 株洲时代新材料科技股份有限公司（以下简称"公司"或"时代新材"）于 2025 年 9 月 30 日收到公司控股股东中车株洲电力机车研究所有限公司（以下简称"中 车株洲所"）《关于筹划株洲时代新材料科技股份有限公司股权划转的函》，中 车株洲所决定将其持有的公司部分股份划转给中国中车股份有限公司（以下简称 "中国中车"）。 2025 年 10 月 30 日，中车株洲所与中国中车签署《无偿划转协议》，将其 持有时代新材的 251,418,735 股股份无偿划转至中国中车（以下简称"本次无偿划 转"）。同日，一致行动人中车株洲所、中车金控、中车株机公司、株洲机车实 业公司、中车资阳公司、浦镇实业公司、中车大连公司、资阳实业公司、石家庄 实业公司和中国中车签署《表决权委托协议》，将中车株洲所、中 ...

Core Viewpoint - The company, Times New Materials (600458.SH), has signed significant contracts in the wind power sector, indicating strong future operational and profitability capabilities, with total new contracts amounting to approximately 12.5 billion yuan for 2025 [1][5][9]. Group 1: Contractual Agreements - In the last three months, the company signed contracts worth approximately 3.32 billion yuan for wind turbine blades and related services [1][5]. - For the first three quarters of 2025, the total contract amount for wind turbine blades reached approximately 9.2 billion yuan, leading to a total of 12.5 billion yuan for the year [1][6][7]. - The contracts include 1.9 billion yuan for offshore wind projects and 31.3 billion yuan for onshore wind projects, with specific blade models ranging from 6 to 16 MW [5][6]. Group 2: Financial Performance - The company has shown continuous growth in revenue and net profit from 2022 to 2024, with net profit for the first three quarters of 2025 reaching 428 million yuan, a year-on-year increase of over 40% [4][11]. - Revenue for the wind power blade segment in the first half of 2025 was 3.91 billion yuan, reflecting a year-on-year growth of 39.38% [8]. - The company’s total revenue for 2025 is projected to be 14.52 billion yuan higher than the previous year's wind blade sales revenue of 8.2 billion yuan [9]. Group 3: Market Position and R&D - Times New Materials ranks third globally in the wind turbine blade market and maintains a leading position in the rail transportation and automotive vibration reduction sectors [2][3][10]. - The company has consistently increased its R&D investment, reaching 698 million yuan in the first three quarters of 2025, continuing a trend of growth from 2022 to 2024 [4][11]. - The company is recognized for its strong independent R&D capabilities in wind turbine blades and is one of the few manufacturers capable of mass-producing polyurethane and recyclable blades [10].

Group 1 - Company沃尔核材 (002130) is a leading domestic high polymer nuclear radiation modified material enterprise, focusing on the research and supply of insulation and protection materials for fusion devices, with core products including radiation-resistant heat shrink tubing and high-temperature insulation sleeves [1][35] - The radiation-resistant heat shrink tubing is made from specially modified polymer materials, capable of withstanding strong radiation and high-temperature environments within fusion devices, used for insulating superconducting magnet coils and signal cables [1][35] - The high-temperature insulation sleeves developed by the company can withstand temperatures above 200℃, meeting the insulation needs of cables inside the fusion reactor vacuum chamber, and possess excellent corrosion resistance and aging resistance [1][35] Group 2 - Company宝胜股份 (600973) is a leading domestic wire and cable enterprise, focusing on the research and manufacturing of special cables for fusion devices, with core products including radiation-resistant low-smoke halogen-free cables and low-temperature superconducting cable accessories [2][36] - The radiation-resistant cables utilize cross-linked polyethylene insulation materials with added radiation stabilizers, capable of long-term stable operation in radiation doses of 10^6 Gy, already applied in the power distribution system of fusion experimental devices [2][36] - The company is also developing control cables specifically for fusion reactors, optimizing the cable shielding structure to enhance electromagnetic interference resistance, ensuring stable transmission of control signals [2][36] Group 3 - Company西部超导 (688122) is a leading domestic high-end titanium alloy and superconducting materials enterprise, focusing on the research of titanium alloy structural materials and superconducting strip substrates for superconducting magnets in fusion devices [3][37] - The high-strength and high-toughness titanium alloy produced by the company is a core material for the support frame of superconducting magnets, capable of withstanding the enormous electromagnetic forces generated during magnet excitation [3][37] - The company is also developing seamless titanium alloy pipes that are resistant to high pressure and corrosion, used for medium transmission in the cooling system of fusion reactors, becoming an important supplier in the nuclear fusion materials field [3][37] Group 4 - Company钢研高纳 (300034) is a leading domestic high-temperature alloy enterprise, focusing on the research of high-temperature alloy materials for core components of fusion reactors, with core products including nickel-based high-temperature alloys and refractory metal alloys [4][38] - The nickel-based high-temperature alloys developed by the company can withstand temperatures above 1200℃ and possess excellent radiation swelling resistance, suitable for components like the first wall and divertor in fusion reactors [4][38] - The company collaborates with research institutions to conduct research on surface coating technology for high-temperature alloys, enhancing the materials' high-temperature and corrosion resistance [4][38] Group 5 - Company中密控股 (300470) is a leading domestic mechanical sealing enterprise, focusing on the research and manufacturing of sealing components for fluid systems in fusion devices, with core products including high-temperature mechanical seals and vacuum seals [5][39] - The high-temperature mechanical seals can withstand high-temperature and high-pressure media in the cooling system of fusion reactors, with zero leakage sealing performance, already applied in the main circulation pump sealing system of fusion experimental devices [5][39] - The company is also developing dynamic sealing components for fusion devices, addressing sealing challenges for rotating components in fusion reactors [5][39] Group 6 - Company中泰股份 (300435) is a leading domestic deep cooling technology equipment enterprise, focusing on the research and manufacturing of low-temperature refrigeration systems for fusion devices, with core products including large liquid nitrogen refrigeration units and liquid helium temperature refrigeration equipment [6][40] - The large liquid nitrogen refrigeration units can provide a low-temperature cold source of -196℃, supporting the primary cooling of superconducting magnets [6][40] - The company is also developing integrated technology for low-temperature systems in fusion reactors, providing a comprehensive solution of "refrigeration equipment + low-temperature pipelines + insulation systems" [6][40] Group 7 - Company汉钟精机 (002158) is a leading domestic screw compressor enterprise, focusing on the research and manufacturing of vacuum pumps for the vacuum systems of fusion devices, with core products including dry screw vacuum pumps and Roots vacuum pumps [7][42] - The dry screw vacuum pumps can reduce the pressure in the vacuum chamber to 10^-5 Pa, featuring radiation resistance and low vibration, preventing oil vapor contamination in the vacuum environment [7][42] - The company is also optimizing the rotor structure design of vacuum pumps to enhance fatigue resistance and extend the service life in extreme environments of fusion devices [7][42] Group 8 - Company中科三环 (000970) is a leading domestic rare earth permanent magnet materials enterprise, focusing on the research of permanent magnet materials for the magnet systems of fusion devices, with core products including high-performance NdFeB permanent magnets [8][43] - The high coercivity NdFeB permanent magnets produced by the company have excellent magnetic performance and temperature stability, used in auxiliary magnet systems for fusion devices [8][43] - The company is also developing radiation-resistant NdFeB permanent magnets, optimizing the composition by adding niobium and dysprosium to reduce the impact of radiation on magnetic performance [8][43] Group 9 - Company安泰环境 (300179) is a leading domestic high-end environmental and energy chemical equipment enterprise, focusing on the research of gas purification and treatment systems for fusion devices, with core products including high-purity gas purifiers and waste gas treatment devices [9][44] - The gas purifiers can enhance the purity of deuterium-tritium gas to 99.9999%, removing impurities such as oxygen and moisture, ensuring efficient fusion reactions [9][44] - The company is also developing equipment for the recovery and reuse of deuterium-tritium gas, improving fuel utilization rates in fusion reactors [9][44] Group 10 - Company万华化学 (600309) is a leading domestic chemical new materials enterprise, focusing on the research and supply of high-performance polymer materials for fusion devices, with core products including radiation-resistant polyimide films and high-temperature fluoroplastics [10][45] - The radiation-resistant polyimide films have excellent insulation and radiation resistance, used for the insulation layer of superconducting magnets, preventing short circuits in magnet coils [10][45] - The company is also developing high-sealing, radiation-resistant silicone sealants for fusion devices, ensuring the sealing performance of various components [10][45] Group 11 - Company中核科技 (000777) is a leading domestic nuclear-grade valve enterprise, focusing on the research and manufacturing of special nuclear-grade valves for fusion devices, with core products including nuclear-grade shut-off valves, safety valves, and vacuum isolation valves [11][46] - The nuclear-grade shut-off valves are designed to withstand high temperatures, high pressures, and strong radiation, ensuring safe operation in fusion reactors [11][46] - The company is also developing vacuum isolation valves with a sealing vacuum degree of 10^-6 Pa, isolating the vacuum chamber of fusion reactors from external systems [11][46] Group 12 - Company海陆重工 (002255) is a leading domestic industrial furnace and nuclear power equipment enterprise, focusing on the research and manufacturing of heat treatment equipment for high-temperature components in fusion devices, with core products including vacuum heat treatment furnaces and high-temperature sintering furnaces [12][47] - The vacuum heat treatment furnaces can operate in a vacuum environment of 10^-3 Pa, enhancing the density and mechanical strength of components [12][47] - The company is also developing customized heat treatment solutions for fusion device components, optimizing their performance [12][47] Group 13 - Company盾安环境 (002011) is a leading domestic refrigeration and air conditioning equipment enterprise, focusing on the research and manufacturing of temperature control systems for fusion devices, with core products including high-precision constant temperature control systems and low-temperature cooling units [13][48] - The high-precision constant temperature control systems can maintain a temperature accuracy of ±0.1℃, ensuring stable operation of electronic devices in fusion reactors [13][48] - The company is also developing integrated temperature control systems for fusion devices, providing a comprehensive solution of "cooling equipment + temperature sensors + control systems" [13][48] Group 14 - Company抚顺特钢 (600399) is a leading domestic special steel enterprise, focusing on the research and supply of special alloy steels for fusion devices, with core products including martensitic stainless steel and precipitation-hardened stainless steel [14][49] - The martensitic stainless steel produced by the company has high strength and corrosion resistance, suitable for the shell manufacturing of vacuum chambers in fusion reactors [14][49] - The company is also conducting research on the radiation resistance of steel used in fusion devices, optimizing compositions by adding rare earth elements [14][49] Group 15 - Company东华科技 (002140) is a leading domestic engineering design and general contracting enterprise, focusing on the engineering design and system integration of fusion devices, providing full-chain services from process design to construction installation [15][50] - The company has participated in multiple engineering design projects for domestic fusion experimental devices, optimizing the layout design of vacuum chambers, cooling systems, and power systems [15][50] - The company is also developing technical reserves for the engineering design of commercial fusion power plants, supporting future construction [15][50]

Group 1 - The core supplier of a leading global data communication company is expected to see a net profit increase of 150%-170% last year, leading to a stock price rise of 3.15% on January 5 and 3.58% on January 7 for Guangku Technology (300620), reaching a near 10-day high [1] - Guoxin Technology (688262) experienced a stock price increase of 7.18% on January 5 and 1.92% on January 7, reaching a near 2-month high, driven by the adoption and sales revenue of its quantum security products by leading enterprises [1] - Times New Material (600458) signed wind turbine blade sales contracts worth approximately 3.32 billion yuan in the fourth quarter of last year, resulting in a stock price increase of 4.11% on January 7 [1] Group 2 - A company involved in domestic chips, TWS headphones, AI glasses, and smart wearables anticipates a net profit increase of over 3.5 times by 2025 due to successful early investments in Moer Thread and Muxi Co. [1] - A company specializing in aerospace, national defense, military industry, metamaterials, drones, and humanoid robots has received widespread recognition for its metamaterial technology in the aerospace sector, achieving large-scale applications in new generation aerospace equipment [1] - A company producing ceramic capacitive pressure sensors is targeting applications in aerospace engines, integrating robotics, artificial intelligence, energy storage, and chip research and development [1]

全球有机硅网1月7日讯：叙州之窗消息：自今年7月开工以来，位于宜宾市叙州区赵场街道的储能产业园时代新材项目建设全速推进，目前主体厂房已全 面竣工，设备调试安装工作正有序开展，一期产线预计12月底启动初步试生产。该项目总建筑面积超1.75万平方米，涵盖丙类生产厂房、库房、办公及设 备用房等配套设施。现场看到，预压机、浇注机等核心设备已进场，后续预成型、激光切割等设备将陆续到位。 S 在全球有机硅网，读懂有机硅未来！ www.soyjg.com 据中国中车时代新材新材料事业部宜宾分公司副总经理李大勇介绍，项目计划春节前完成8条生产线设备安装，年底前形成初步试产能力。作为中车时代 布局西南的关键产能支点，时代新材一期项目总投资1.58亿元，规划建设8条PACK树脂上箱盖生产线和3条PACK封装有机硅制品生产线。全面达产后，将 具备年产80万套树脂上箱盖、50万套有机硅制品的产能，年产值超5亿元，可满足60至100人就业需求。该项目投产后，不仅为企业中长期发展奠定基础， 更将为叙州区储能产业补链强链注入新动能，助力区域新能源产业高质量发展。 ▲本文由全球有机硅网整理编辑，以上分析仅代表全球有机硅网建议观点，提供的信息 ...

风电行业景气度持续攀升之际，行业龙头企业再传捷报。1月6日晚间，株洲时代新材（600458）料科技 股份有限公司(以下简称"时代新材")公告称，2025年10月1日至12月31日，公司与风电各大主机厂签订 《叶片销售合同》，约定销售叶片并提供相关服务，合同金额总计约合人民币33.2亿元(含税价)。 此次大额订单的落地，与风电行业的高景气度密不可分。湖南大学电气与信息工程学院黎福海教授在接 受记者采访时分析："当前风电行业正处于'海陆并举、智慧融合'的黄金发展周期，国内头部风电叶片 企业凭借'大兆瓦叶片+海外先进产能+循环经济'的差异化策略，有望进一步巩固市场地位。时代新材作 为行业第二梯队龙头，此次大额订单的签订，充分印证了其在核心材料研发和规模化生产方面的竞争优 势。" 作为中国中车（601766）集团旗下核心新材料产业平台，风电叶片业务已成为时代新材的第一大业务板 块，近年来持续保持高速增长态势。时代新材董秘夏智在接受《证券日报》记者采访时表示："此次四 季度集中斩获大额订单，是市场对公司叶片产品技术实力、交付能力的充分认可。依托'材料创新+产业 化'双轮驱动战略，公司风电叶片业务规模每五年上一个台阶，正 ...

Market Overview - The Shanghai Composite Index rose by 0.29%, approaching 4100 points, while the Shenzhen Component increased by 0.35%, and the ChiNext Index gained 0.41% [3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.84 trillion yuan, an increase of 538 billion yuan compared to the previous trading day, with over 2700 stocks declining [3] Sector Performance - The coal sector showed strength, with major stocks like Antai Group hitting the daily limit, and other companies such as Baotailong and Shanxi Coking rising alongside [5] - The futures contract for coking coal hit the daily limit with a rise of 7.98%, priced at 1164 yuan per ton [6] - The semiconductor industry chain performed strongly, with significant gains in sectors like photolithography and storage chips [7] - The photolithography sector saw a rise of 6.66%, with stocks like Yake Technology hitting the daily limit [4] - The rare earth permanent magnet sector also experienced a rise of 3.37%, with companies like Zhongcai Rare Earth and Jiuling Technology seeing gains [9] Individual Stock Highlights - Shangfeng Cement opened over 3% higher after announcing a plan to invest 90 million yuan to establish a semiconductor industry fund [16] - Times New Material opened 3.38% higher following the signing of a 3.32 billion yuan wind turbine blade sales contract [18] - The stock of Puhua Technology surged over 10% as it reached a new historical high [12] International Market Influence - The Hang Seng Index opened down 0.41%, with notable declines in stocks like Alibaba and NIO, while companies like Huahong Semiconductor and SMIC showed strength [19] - The central bank conducted a reverse repurchase operation of 28.6 billion yuan at an interest rate of 1.40% [18]

09:28存储芯片板块开盘领涨，普冉股份20cm涨停，股价创历史新高，恒烁股份、聚辰股份、江波龙、香农芯创、联芸科技等涨超10%。 09:22央行公开市场开展286亿元7天期逆回购操作，操作利率1.40%。今日5288亿元逆回购到期。 09:21 港股开盘丨恒生指数低开0.41% 恒生指数低开0.41%，恒生科技指数跌0.28%。阿里巴巴、蔚来跌逾2%，理想汽车、小鹏汽车、百度集团跌幅靠前；华虹半导体、中芯国 际走强。 盘面上，半导体产业链大涨，存储器、先进封装方向领涨；稀土、消费电子、AI应用、智能驾驶概念股活跃。炒股软件、宇树机器人题 材走弱。 个股方面，上峰水泥高开超3%，公司公告，拟出资9000万元联合设立半导体产业基金。 时代新材高开3.38%，公司签署约33.2亿元风电叶片销售合同。 | | 14.08 +0.46 +3.38% | | | 时代新材 1 立即 | 600458 公易 | | | --- | --- | --- | --- | --- | --- | --- | | | SSE CNY 9:25:04 交易中 查看L2全景 | | | | 通 融 バ ○ + | | | 委北 | ...

Important Matters - Chengjian Development has achieved a three-day stock increase and holds 18.91 million shares of Century Space, making it the fourth largest shareholder [1] - Lens Technology is a strategic investor in Strong Brain Technology and has exclusively undertaken the mass production of core hardware [1] - Shiyun Circuit is collaborating with brain-machine clients to advance the development of new material numbers [1] - Xinyada has indirectly held shares in Zhongke Aerospace through Xi'an Qingchuan [1] - Chipone Technology has completed the acquisition of Zhudian Semiconductor [1] - Suoling Co., Ltd. has seen a three-day stock increase, with its controlling shareholder's concerted action partner, Tanghe Holdings, successfully bidding for 37.5 million shares of the company [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs in multi-modal noise reduction and has formed extensive collaborations with Yushu and Zhiyuan [1] Investment Operations - ZTE Corporation has conducted NTN technology trials and achieved breakthroughs, providing comprehensive satellite payload products [1] - Chaojie Co., Ltd. expects rapid growth in revenue from commercial aerospace-related businesses by 2026 [1] - Xinyi Chang plans to launch its second-generation wheeled robot before the 2026 Spring Festival, with three robot products expected to enter mass production in the second half of 2026 [1] - Zhejiang Xiantong is collaborating with Haohai Starry Sky and Qiteng Robotics, with robots expected to roll off the production line by the end of March [1] - Fengzhushou is placing significant emphasis on opportunities in commercial aerospace and aviation internet development, clearly positioning it as a fourth growth curve [1] - Chaoying Electronics has adjusted the investment amount for its AI computing high-end printed circuit board expansion project from 1.468 billion to 3.315 billion yuan [1] Contracts and Collaborations - Guoji Jinggong is focusing on new business areas, particularly in commercial aerospace bearings and humanoid robot bearings [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs and has formed extensive collaborations with Yushu and Zhiyuan [1] - Desay SV Automotive has established strategic partnerships with several well-known robotics companies [1] - Tuobang Co., Ltd. has deepened cooperation with UBTECH in related business areas [1] - Fushite has signed a strategic cooperation agreement with Jiangxi Copper [1] - Robotech's subsidiary ficonTEC has signed a full automatic OCS packaging line order with a Swiss client [1] - Times New Materials has signed a sales contract for wind turbine blades worth approximately 3.32 billion yuan [1]