Group 1 - The company, Western Superconducting Technologies Co., Ltd., is convening its first extraordinary shareholders' meeting of 2026 on January 26, 2026 [2][5] - The meeting will be held at 14:30 in the company's conference room [5] - Shareholders can vote through both on-site and online methods, with online voting available from 9:15 to 15:00 on the day of the meeting [3][5] Group 2 - The company will utilize the Shanghai Stock Exchange's online voting system for the meeting [5][6] - Specific resolutions to be discussed include special resolutions and those requiring separate counting for minority investors [6] - Shareholders must register to attend the meeting, with registration available from January 23, 2026 [10][12] Group 3 - The company will provide a reminder service for small and medium investors to ensure participation [7] - Voting rights can be exercised through multiple accounts, but only the first vote will be counted if repeated [8] - All voting must be completed before submission [9]

Group 1 - The company, Western Superconducting Technologies Co., Ltd., announced that it will hold its first extraordinary general meeting of shareholders in 2026 on January 26 [2]

Group 1 - The non-ferrous metal sector experienced significant inflows, with a net capital inflow of 17.5 billion yuan on January 9, ranking third among 31 Shenwan first-level industries [1] - The popular ETF, Huabao Non-ferrous ETF (159876), saw its price rise over 3.5% during the day, closing up 3.24%, reaching a new historical high [1] - The ETF recorded a net subscription of 57.6 million units, with a total net inflow of 279 million yuan over the past 10 days [1] Group 2 - Several small metal varieties have seen significant price increases, particularly tungsten, driven by supply constraints and growing demand for strategic resources [2] - Analysts predict a "super cycle" for industrial metals like copper and aluminum, supported by loose liquidity and strong structural demand [2][3] - The Huabao Non-ferrous ETF covers a wide range of sectors including copper, aluminum, gold, rare earths, and lithium, allowing for better exposure to the entire sector's performance [4]

Group 1 - The aviation equipment sector experienced a significant increase of 3.29% on January 9, with Huayin Technology leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Key stocks in the aviation equipment sector showed notable price increases, with Huayin Technology rising by 18.92% to a closing price of 92.63, and Xibu Superconductor increasing by 11.32% to 92.95 [1] Group 2 - The aviation equipment sector saw a net inflow of 243 million yuan from institutional investors, while retail investors contributed a net inflow of 907 million yuan [2] - Major stocks like Guangqi Technology and Aerospace Rainbow had mixed fund flows, with Guangqi Technology experiencing a net inflow of 639 million yuan from institutional investors [3] - The overall trading volume in the aviation equipment sector was substantial, with significant transactions recorded for stocks like Xibu Superconductor and Aerospace Rainbow [1][2]

证券代码：688122 证券简称：西部超导 公告编号：2026-005 西部超导材料科技股份有限公司 关于召开2026年第一次临时股东会的通知 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： 一、 召开会议的基本情况 （一） 股东会类型和届次 2026年第一次临时股东会 （二） 股东会召集人：董事会 （三） 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2026 年 1 月 26 日 14 点 30 分 召开地点：西部超导材料科技股份有限公司 103 会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 1 月 26 日 至2026 年 1 月 26 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 股东会召开日期：2026年1 ...

Core Viewpoint - The non-ferrous metal index has shown strong growth, with significant inflows into the non-ferrous metal ETF fund, indicating a positive market sentiment and robust demand in the sector [1]. Group 1: Market Performance - As of January 9, 2026, the non-ferrous metal ETF fund (516650) increased by 3.15%, with key holdings such as Yunnan Tin and Xiamen Tungsten hitting the daily limit, and Western Superconducting rising by 9.86% [1]. - The non-ferrous metal ETF fund has experienced continuous net inflows over the past 11 days, totaling 6.446 billion yuan, reaching a new high in both share count (4.716 billion shares) and total scale (9.418 billion yuan) as of January 8, 2026 [1]. Group 2: Industry Outlook - In 2025, various companies accelerated the development of strategic mineral resources to implement the "Non-ferrous Metal Industry Stabilization and Growth Work Plan," leading to an expansion in the asset scale of non-ferrous metal enterprises by the end of September 2025 [1]. - According to a credit analysis by United Credit, the overall credit risk in the non-ferrous metal industry is expected to remain stable in 2026, although structural pressures are prominent [1]. - Upstream resource-based enterprises are likely to maintain stable credit quality supported by prices, while downstream smelting and processing companies will face challenges such as low processing fees and high debt rollover pressure, indicating relatively higher credit risk [1].

Group 1 - The core viewpoint of the news highlights the significant growth in the general aviation sector, driven by policy, technology, and market forces, particularly focusing on the low-altitude economy and drone technology [3] - The Guangzhou Municipal Government has issued a plan to accelerate the development of advanced manufacturing, emphasizing the growth of the low-altitude economy and the establishment of a civil unmanned aerial vehicle testing zone [2][3] - The General Aviation ETF (159378) has seen a notable increase of 4.21%, with key stocks such as Aerospace Electronics and Aerospace Rainbow reaching their daily limit up [1][2] Group 2 - The General Aviation ETF (159378) is the largest of its kind, focusing on low-altitude economy and drone applications, benefiting from the rapid development of integrated air-space-ground systems [3] - The ETF's performance is linked to the dual boost from "new combat capabilities" and "new production capabilities," indicating a strong market potential [3] - The ETF was established on January 2, 2025, making it the first and largest ETF tracking the national general aviation industry index [3]

Group 1 - The core viewpoint of the news is that the precious and industrial metals sector is experiencing a significant bullish trend, driven by increased investment and favorable market conditions [1][3][4] - The Huabao ETF (159876) saw a price increase of 3.33%, reaching a historical high, with a net subscription of 52.8 million units and a total inflow of 279 million yuan over the past 10 days [1][8] - Key stocks in the sector, particularly those related to commercial aerospace, have shown strong performance, with Yunnan Zhenye hitting the daily limit, and other companies like Xiamen Tungsten and Chihong Zn & Ge also experiencing significant gains [1][8] Group 2 - The People's Bank of China has increased its gold reserves for the 14th consecutive month, indicating a stable foundation for a gold bull market that is expected to extend to related non-ferrous and strategic metals [3][10] - Analysts predict that the U.S. Federal Reserve's dovish monetary policy will likely lead to gradual interest rate cuts, creating a favorable environment for the non-ferrous metals market [3][10] - The ongoing U.S. rate-cutting cycle and liquidity easing are expected to benefit non-ferrous metal prices, with supply constraints and increased demand from traditional and emerging sectors, such as AI and energy storage, contributing to a potential price surge [3][10] Group 3 - The Huabao ETF and its linked funds cover a wide range of metals, including copper, aluminum, gold, rare earths, and lithium, allowing investors to capture the overall sector's beta performance across different economic cycles [4][11] - The current market conditions suggest that the industrial metal supercycle may have already begun, particularly for metals like copper and aluminum [3][10] - The demand for non-ferrous metals is expected to rise significantly due to the resilience of traditional industries and the emergence of new sectors, indicating a potential upward shift in price levels [3][10]

Group 1 - The stock price of Western Superconducting has reached a historical high, increasing by 8.56% to 90.65 yuan, with a trading volume of 17.14 million shares and a transaction amount of 1.49 billion yuan, resulting in a turnover rate of 2.64% [2] - The total market capitalization of the company in A-shares is now 58.89 billion yuan, with the same amount for the circulating market capitalization [2] - The defense and military industry, to which the company belongs, has an overall increase of 1.77%, with 97 stocks rising, including Huayin Technology, Ligong Navigation, and Galaxy Electronics, which have increased by 14.75%, 12.86%, and 10.02% respectively [2] Group 2 - The latest margin trading data shows that the company's margin balance is 1.99 billion yuan, with a financing balance of 1.96 billion yuan, which has increased by 122 million yuan over the past 10 days, representing a growth of 6.63% [2] - According to the company's third-quarter report, it achieved an operating income of 3.99 billion yuan in the first three quarters, a year-on-year increase of 23.30%, and a net profit of 650 million yuan, a year-on-year increase of 7.62%, with basic earnings per share of 1.0000 yuan and a weighted average return on equity of 9.46% [2]

Group 1 - The core viewpoint of the news is that Western Superconducting Technologies Co., Ltd. has seen a significant increase in its stock price, rising 5.26% to 87.89 CNY per share, with a total market capitalization of 57.099 billion CNY and a cumulative increase of 14.26% over six consecutive days [1] - The company specializes in the research, production, and sales of high-end titanium alloy materials, superconducting products, and high-performance high-temperature alloy materials, with revenue composition being 57.59% from high-end titanium alloys, 29.34% from superconducting products, 9.01% from high-performance high-temperature alloys, and 4.07% from other sources [1] - The stock trading volume reached 1.094 billion CNY with a turnover rate of 1.95% [1] Group 2 - From the perspective of fund holdings, Zhongyou Fund has a significant position in Western Superconducting, with its multi-strategy flexible allocation mixed fund holding 30,000 shares, unchanged from the previous period, representing 4.32% of the fund's net value [2] - The fund has generated a floating profit of approximately 131,700 CNY today and 312,600 CNY during the six-day increase [2] - The fund was established on July 24, 2014, with a current scale of 45.2301 million CNY, and has achieved a year-to-date return of 6.09% and a one-year return of 14.75% [2]