Company Overview - Srey New Materials Co., Ltd. is located in Xi'an High-tech Zone, Shaanxi Province, and was established on July 11, 1995. The company went public on March 16, 2022. Its main business involves high-strength and high-conductivity copper alloy materials and products, medium and high-voltage electrical contact materials and products, high-performance metal chromium powder, CT and DR tube components, and next-generation copper-iron alloy materials [1][2]. Financial Performance - For the period from January to September 2025, Srey New Materials achieved operating revenue of 1.174 billion yuan, representing a year-on-year growth of 21.74%. The net profit attributable to the parent company was 108 million yuan, reflecting a year-on-year increase of 37.74% [2]. - Since its A-share listing, Srey New Materials has distributed a total of 167 million yuan in dividends, with 135 million yuan distributed over the past three years [3]. Stock Performance - As of November 28, Srey New Materials' stock price increased by 2.06%, reaching 25.82 yuan per share, with a trading volume of 296 million yuan and a turnover rate of 1.59%. The total market capitalization is 19.973 billion yuan [1]. - The stock has seen a significant price increase of 195.42% year-to-date, with a 17.90% rise over the last five trading days, 33.09% over the last 20 days, and 49.08% over the last 60 days [1]. Shareholder Information - As of September 30, Srey New Materials had 13,800 shareholders, a decrease of 3.52% from the previous period. The average number of circulating shares per shareholder increased by 3.65% to 53,101 shares [2]. Capital Flow - In terms of capital flow, the net inflow of main funds was 2.3005 million yuan, with large orders accounting for 30.26% of purchases and 30.97% of sales. Notably, special large orders amounted to 23.8978 million yuan, representing 8.08% of total transactions [1]. Business Segmentation - The revenue composition of Srey New Materials includes high-strength and high-conductivity copper alloy materials and products (46.51%), medium and high-voltage electrical contact materials and products (22.90%), and other segments such as medical imaging components (5.31%) and high-performance metal chromium powder (5.08%) [1]. Industry Classification - Srey New Materials is classified under the non-ferrous metals sector, specifically in the metal new materials category, and is associated with concepts such as ultra-high voltage, CPO, new materials, optical communication, and shield machines [2].

长信基金成立于2003年，截至目前，资产管理规模(全部公募基金)1937.34亿元，排名41/211；资产管理规模(非货币公募基金)868.86亿元，排名 52/211；管理公募基金数181只，排名41/211；旗下公募基金经理33人，排名38/211。旗下最近一年表现最佳的公募基金产品为长信创新驱动股 票，最新单位净值为2.15，近一年增长76.77%。旗下最新募集公募基金产品为长信上证科创板综合指数增强A，类型为指数型-股票，集中认购期 2025年11月17日至2025年12月15日。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 2）斯瑞新材 （长信基金参与公司特定对象调研&现场参观&现场） 调研纪要：2025年1-6月，公司营业收入77,215.34万元，液体火箭发动机推力室业务营收为2,328.97万元，较2022年2,097.16万元增长至2024年 3,016.22万元，客户涵盖蓝箭航天、九州云箭。项目一阶段计划投资2.3亿元，达产后年产200吨锻件、200套喷注器面板、500套推力室内/外壁组 件，截至2025年6月 ...

每经编辑｜许绍航 据央视新闻，11月24日，中国科学院燃烧等离子体国际科学计划在合肥正式启动，紧凑型聚变能实验装置BEST的研究计划也同步面向全球发布。 图源：央视新闻 来自法国、英国、德国、意大利等十多个国家的聚变科学家齐聚合肥，共同签署了《合肥聚变宣言》，呼吁加强国际合作，共同推进聚变能源研发。 据称，随着国际热核聚变实验堆（ITER）及BEST等装置的推进，聚变研究正步入"燃烧等离子体"新阶段。正是为了推动这一进程，中国科学院等离子体 所联合欧洲聚变团队发起了"燃烧等离子体国际科学计划"。 受此消息影响，11月24日，二级市场上可控核聚变概念全天持续活跃。斯瑞新材涨逾14%，兰石重装、四创电子和合锻智能涨逾7%，哈焊华通、航天晨 光和常辅股份等跟涨。 | 可控核聚变1 | | ri Q 1874.84 2.51% | | --- | --- | --- | | 资金 | | 资讯 成份股 关联基金 必读 股幅 | | 最新价(66) > 龙头(10) | | 全部市场(66) √ 目先 | | 最新, | 涨幅↓ | © 〈〈 + 涨跌 / | | 斯瑞新材 | | 24.99 14.11% 3.09 ...

（文章来源：证券时报网） 数据宝统计，截至14:48，斯瑞新材成交额10.14亿元，创上市以来新高。最新股价上涨12.28%，换手率 5.82%。上一交易日该股全天成交额为5.21亿元。（数据宝） ...

Core Viewpoint - The commercial aerospace sector continues to strengthen, with several companies reaching new highs and significant increases in related ETFs [1] Group 1: Company Performance - Srey New Materials, Shanghai Port Bay, and Feiwo Technology hit intraday highs [1] - Aerospace Power, Leike Defense, Aerospace Huanyu, Zhongtian Rocket, Tianjian Technology, Aerospace Changfeng, Jiuzhiyang, and Tendering Co. all experienced a limit-up increase [1] - New Ray Energy, Aerospace Software, Chaojie Co., China Haifang, and Sichuan Chuang Electronic also saw gains [1] Group 2: ETF Performance - The Aviation ETF (159392) rose by 2.7%, with a trading volume of 2.7339 million yuan [1] - The Aerospace ETF (159227) increased by 3.83%, with a trading volume of 21.5 million yuan [1]

数据显示，我国商业航天市场规模从2015年的约0.38万亿元增长至2024年的2.3万亿元，年均复合增长率 约22%。若按25%增速计算，2030年我国商业航天市场规模有望逼近10万亿元，展现出巨大的增长潜 力。 11月24日，商业航天概念板块反复活跃，成为市场关注焦点。截至记者发稿，板块内多只个股强势涨 停，包括招标股份（301136.SZ）、航天环宇（688523.SH）、航天长峰（600855.SH）、雷科防务 （002413.SZ）、上海港湾（605598.SH）、中天火箭（003009.SZ）、天箭科技（002977.SZ）等。同 时，光库科技（300620.SZ）、飞沃科技（301232.SZ）、斯瑞新材（688102.SH）等个股也表现亮眼， 涨幅位居板块前列。 数据来源：东方财富choice 发射和星座补网方面具备优势。下一阶段，我国有望研发出对标猎鹰9号的可回收中型运载火箭，将参 与到中国星网、千帆星座以及算力卫星的发射服务中，火箭运力和发射成本瓶颈或将迎来突破。 资本市场方面，火箭公司IPO绿色通道已经开启，科创板第五套标准支持亏损阶段的商业航天企业上 市。当前，国内六大商业火箭头部企业已 ...

A股市场可控核聚变板块集体上涨，截至半日收盘，斯瑞新材涨超9%，哈焊华通、四创电子涨超5%， 合锻智能涨超4%，永鼎股份、雪人集团、常辅股份、航天晨光、兰石重装涨超3%。消息面上，今日上 午，在位于安徽合肥未来大科学城的紧凑型聚变能实验装置(BEST)主机大厅，中国科学院"燃烧等离子 体"国际科学计划正式启动并面向国际聚变界首次发布BEST研究计划，聚力点燃"人造太阳"。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688102 | 斯瑞新材 | 1 | 9.13 | 185亿 | 172.94 | | 301137 | 哈精神通 | | 5.78 | 76.20亿 | 140.51 | | 600990 | 四创电子 | | 5.47 | 69.48 Z | 20.44 | | 603011 | 合锻智能 | 资 | 4.88 | 99.82亿 | 194.74 | | 600105 | 永鼎股份 | 1 | 3.95 | 208亿 | 188.55 | | 002639 | 雪人集团 | 1 ...

Core Insights - The controllable nuclear fusion sector experienced a significant short-term surge on November 24, with multiple companies seeing notable stock price increases, including Zhongtian Rocket reaching its daily limit up [1] Group 1: Stock Performance - Zhongtian Rocket (003009) saw a price increase of 10.00%, with a market capitalization of 85.62 billion and a current price of 55.10 [2] - Srey New Materials (688102) increased by 9.45%, with a market capitalization of 185.47 billion and a current price of 23.97 [2] - Yongding Co., Ltd. (600105) experienced a rise of 5.34%, with a market capitalization of 210.417 billion and a current price of 14.43 [2] - Other companies such as Hahwa Huadong (301137), Changfu Co. (920396), and Hezhu Intelligent (603011) also saw increases ranging from 3.46% to 5.25% [2] Group 2: International Collaboration - The Chinese Academy of Sciences officially launched the International Scientific Program on Combustion Plasma in Hefei, coinciding with the global release of the research plan for the compact fusion energy experimental device BEST [1][2] - Scientists from over ten countries, including France, the UK, Germany, and Italy, gathered in Hefei to sign the "Hefei Fusion Declaration," calling for enhanced international cooperation to advance fusion energy research [2]

据央视新闻，今天，中国科学院燃烧等离子体国际科学计划在合肥正式启动，紧凑型聚变能实验装置 BEST的研究计划也同步面向全球发布。来自法国、英国、德国、意大利等十多个国家的聚变科学家齐 聚合肥，共同签署了《合肥聚变宣言》，呼吁加强国际合作，共同推进聚变能源研发。 编辑丨瑜见 11月24日，可控核聚变板块盘中短线拉升，截至发稿，中天火箭涨停， 斯瑞新材涨超9%， 哈焊华 通、 永鼎股份涨超5%， 合锻智能、常辅股份、中洲特材等跟涨。 | 名称 | | :长唱 | 自金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 003009 | 中天火箭 | +10.00% | 4.11 乙 | 85.62 G | 55.10 | | 688102 斯瑞新材 | | 49.45% | 6.65 Z | 185.47 | 23.97 | | 600105 | 永鼎股份 | 45.34% | 8.41 乙 | 210.4亿 | 1 4.43 | | 301137 哈焊华通 | | +5.25% | 2.63 Z | 75.82 7 | 41.69 | | 920396 ...

每经AI快讯，11月24日，CPO板块部分活跃，中富电路触及20CM涨停，光库科技、腾景科技、斯瑞新 材涨超10%。 （文章来源：每日经济新闻） ...