证券代码：688102 证券简称：斯瑞新材 公告编号：2026-003 | 一、公司处于行权期的股票期权激励计划情况如下： | | --- | | 计划名称 | 行权期 | 行权代码 | | | 行权起止日期 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 首次授予股票期权 | 1000000584 | 2025 | 年 5 | 月 21 | 日至 | 2026 | 年 | | 2023 年股票 | 第一个行权期 | | | 4 | 月 | 23 日 | | | | 期权激励计划 | 预留授予股票期权 | 1000000792 | 2025 | 年 12 | 月 | 31 | 日至 | 2026 | | | 第一个行权期 | | | 年 | 12 月 | 30 | 日 | | 二、本次限制行权期为 2026 年 1 月 12 日至 2026 年 2 月 10 日，在此期间全部激 励对象将限制行权。 陕西斯瑞新材料股份有限公司 关于 2023 年股票期权激励计划限制行权期间的 提示性公告 本公司董事会及全体董事保证公告内容不 ...

证券代码：688102 证券简称：斯瑞新材 公告编号：2026-002 陕西斯瑞新材料股份有限公司 关于 2023 年股票期权激励计划 2025 年第四季度自主行权 结果暨股份变动的公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 本次行权数量： 1、陕西斯瑞新材料股份有限公司（以下简称"公司"）2023 年股票期权激励计划 （以下简称"本激励计划"）首次授予股票期权第一个行权期可行权数量为 7,040,800 份，实际可行权期为 2025 年 5 月 21 日-2026 年 4 月 23 日（行权日须为交易日）。 2025 年 10 月 1 日至 2025 年 12 月 31 日期间，累计行权并完成股份过户登记数量为 1,001,519 股，占本期可行权额度 7,040,800 股的 14.22%。截至 2025 年 12 月 31 日， 累计行权并完成股份过户登记数量 5,137,371 股，占本期可行权额度 7,040,800 股的 72.97%。 以及《关于提请召开公司 2024 年第一次临时股东 ...

本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 每股分配比例：每 10 股派发现金红利 0.40 元（含税），公司不送红股， 不进行资本公积金转增股本。 本次利润分配方案以实施权益分派股权登记日登记的总股本扣减公司 回购专用证券账户中股份为基数，具体日期将在权益分派实施公告中明确。 证券代码：688102 证券简称：斯瑞新材 公告编号：2026-001 陕西斯瑞新材料股份有限公司 关于公司2025年前三季度利润分配方案的公告 董事会拟根据公司 2025 年第三季度报告（未经审计）制定 2025 年前三季度 分红方案内容，公司 2025 年前三季度实现归属于上市公司股东净利润 107,805,996.10 元，截至 2025 年 9 月 30 日，公司期末可供分配利润为 284,815,546.21 元。公司拟以实施权益分派股权登记日登记的总股本扣减公司 回购专用证券账户中的股份为基数分配利润。本次利润分配方案如下： 公司拟向全体股东每 10 股派发现金红利 0.40 元（含税），截至 2026 年 1 月 4 ...

斯瑞新材公告，公司2025年前三季度实现归属于上市公司股东净利润1.08亿元，截至2025年9月30日， 公司期末可供分配利润为2.85亿元。公司拟向全体股东每10股派发现金红利0.40元（含税），合计派发 现金红利为3090.54万元（含税）。本次现金分红占2025年前三季度归属于上市公司股东净利润的 28.67%。本次前三季度分红方案不进行资本公积转增股本，不送红股。 ...

Group 1 - The metal new materials sector increased by 3.43% on January 5, with Longda Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] - Longda Co., Ltd. saw a closing price of 28.90, with a significant increase of 11.15% and a trading volume of 116,200 shares [1] Group 2 - The sector experienced a net outflow of 380 million yuan from institutional investors, while retail investors saw a net inflow of 313 million yuan [2] - The trading data indicates that the stock of Youyan Powder Materials decreased by 9.01%, closing at 70.70 yuan [2] - The stock of Longda Co., Ltd. had a net inflow of 28.44 million yuan from institutional investors, but a net outflow of 35.07 million yuan from speculative investors [3]

Group 1 - The controllable nuclear fusion sector in A-shares shows a strong upward trend, with stocks like Wangzi New Materials leading the surge, indicating heightened market interest in the sector due to favorable policies and technological breakthroughs [1] - The trading volume in the sector increased significantly in the morning session, reflecting effective release of market energy and supporting stock price increases [1] - The sector is expected to receive dual benefits from technological breakthroughs and policy improvements by January 2026, with significant developments in China's "artificial sun" experiment confirming the existence of the density free zone [1] Group 2 - The Chinese government has included controllable nuclear fusion as a key growth point in the 14th Five-Year Plan, defining four core industrial chain segments: superconducting magnets, vacuum chambers, divertors, and supporting equipment [2] - Leading enterprises are already positioning themselves in these segments, accelerating the commercialization process of the "artificial sun" and driving significant benefits across the supply chain [2] - The superconducting materials industry is expected to see sustained demand growth, as superconducting magnets are critical for high-temperature plasma confinement, with low-temperature superconducting magnets accounting for 28% of the total cost of international ITER devices [2] Group 3 - The extreme environment materials industry is crucial for the protective components of controllable nuclear fusion devices, which must withstand temperatures significantly higher than those experienced by spacecraft during re-entry [3] - Domestic companies have achieved technological breakthroughs in tungsten-based composite materials, reaching international advanced levels [3] - The core equipment manufacturing sector is essential for constructing controllable nuclear fusion devices, with components like vacuum chambers and cooling systems requiring high precision and strict technical standards [3]

Group 1 - The A-share market saw a significant rise in CPO concept stocks, with notable increases in share prices [1] - Companies such as Hengdongguang and Robotec experienced over a 14% increase, while Kewan Technology and Fenghuo Communication hit the 10% limit up [1] - Other companies like Sruy New Materials, Yongding Co., and Taicheng Light also reported substantial gains, with increases of over 8%, 7%, and nearly 6% respectively [1]

Core Viewpoint - The news highlights the significant impact of Blue Arrow Aerospace's acceptance for IPO on the Science and Technology Innovation Board, leading to a collective surge in stock prices of several related companies in the A-share market [1] Group 1: Stock Market Reaction - On January 5, following the IPO news, stocks of companies with stakes in Blue Arrow Aerospace experienced substantial increases, with Jin Feng Technology hitting the daily limit, Nova Star Cloud opening at the daily limit, and Srey New Materials rising over 13% at one point [1] - Other companies such as Century Huato, Rongsheng Development, and Zhangjiang Hi-Tech also saw notable stock price increases, with gains of over 8%, 7%, and 3% respectively during the trading session [1] Group 2: Blue Arrow Aerospace IPO Details - Blue Arrow Aerospace's IPO was officially accepted by the Shanghai Stock Exchange on December 31, 2025, marking a significant milestone for the company [1] - The company specializes in the research, development, and production of liquid oxygen-methane engines and launch vehicles, providing commercial rocket launch services [1] - Blue Arrow Aerospace aims to raise 7.5 billion yuan through this IPO, with all net proceeds allocated to projects aimed at enhancing reusable rocket production capacity and technology [1]

Core Viewpoint - The commercial aerospace sector in the A-share market is gaining significant attention, with Blue Arrow Aerospace Technology Co., Ltd. preparing for its IPO, potentially becoming the "first stock in commercial aerospace" in China [1][4]. Group 1: IPO Details - Blue Arrow Aerospace has submitted its IPO application to the Shanghai Stock Exchange, aiming to issue 40 million shares, which will account for at least 10% of the total share capital post-issue, with a fundraising target of 7.5 billion yuan, leading to an estimated company valuation of 75 billion yuan [1][11]. - The company completed its IPO counseling in just five months, a notably efficient process compared to other companies in the sector [5]. Group 2: Financial Performance - As of June 2025, Blue Arrow Aerospace reported cumulative losses of 4.84 billion yuan, indicating that the company has not yet achieved profitability [2][16]. - The company has invested a total of 2.29 billion yuan in research and development over the past three and a half years, reflecting its commitment to innovation [3][15]. Group 3: Technological Advancements - Blue Arrow Aerospace focuses on the development and operation of medium to large-sized launch vehicles using liquid oxygen and methane propellants, and it has achieved significant milestones, including the successful launch of the Zhuque-2 rocket, the first liquid oxygen-methane rocket to enter orbit [8][14]. - The company aims to reduce launch costs significantly, targeting a cost of less than 20,000 yuan per kilogram for its reusable rockets [15]. Group 4: Market Position and Investor Interest - Blue Arrow Aerospace has attracted substantial investment from over 50 institutions, including state-owned funds and leading venture capital firms, establishing a strong shareholder base [9][12]. - Despite the influx of capital, some shareholders have exited, indicating mixed sentiments about the company's future [12]. Group 5: Regulatory Support - The company benefits from favorable regulatory changes, as the China Securities Regulatory Commission has reintroduced standards for unprofitable companies to list on the Sci-Tech Innovation Board, particularly supporting firms in the commercial aerospace sector [6][7].

Core Viewpoint - The company, Srey New Materials, is strategically positioned to benefit from the growing commercial aerospace sector due to its deep partnerships with leading domestic aerospace companies and its proactive capacity upgrade strategy [1] Group 1: Partnerships and Collaborations - The company has established deep cooperative relationships with top domestic commercial aerospace enterprises such as Blue Arrow Aerospace, Jiuzhou Cloud Arrow, and Deep Blue Aerospace [1] - These partnerships are expected to enhance the company's performance in the rapidly growing commercial aerospace market [1] Group 2: Capacity Upgrade Strategy - The company is actively promoting a capacity upgrade strategy to meet the increasing market demand in the commercial aerospace field [1] - A key focus of this strategy is the industrialization of liquid rocket engine thrust chamber materials, parts, and components [1] Group 3: Investment and Production Goals - The first phase of the industrialization project is planned with an investment of 230 million RMB [1] - Upon reaching full production capacity in the first phase, the company anticipates an annual output of approximately 200 tons of forgings, 200 sets of rocket engine injector panels, and 500 sets of inner and outer wall components for rocket engine thrust chambers [1]