中复神鹰2月8日公告，公司控股股东中建材联合投资有限公司因自身经营需要，计划自2026年3月10日 起至2026年6月9日止，通过集中竞价交易及大宗交易方式减持公司股份不超过2700万股，即不超过公司 总股本的3%。其中，通过集中竞价交易方式减持不超过900万股，通过大宗交易方式减持不超过1800万 股。 ...

证券代码：688295 证券简称：中复神鹰 公告编号：2026-006 中复神鹰碳纤维股份有限公司 关于控股股东减持股份计划的公告 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、准确性和完整性依法承担法律 责任。 重要内容提示： 控股股东持有股份的基本情况 1 | 持股数量 | 298,399,282股 | | --- | --- | | 持股比例 | 33.16% | | 当前持股股份来源 | IPO 前取得：298,399,282股 | 上述减持主体存在一致行动人： | | 股东名称 | 持有数量（股） | 持有比例 | 一致行动关系形成原因 | | --- | --- | --- | --- | --- | | 第一组 | 中建材联合投资有限公司 | 298,399,282 | 33.16% | 中建材联合投资有限公司、中国复 合材料集团有限公司均为公司实际 控制人中国建材集团有限公司控制 | | | 中国复合材料集团有限公司 | 216,959,854 | 24.11% | | | | | | | 的企业。 | | | 合计 | 515 ...

每经AI快讯，2月8日，中复神鹰公告，公司控股股东中联投资计划通过集中竞价交易及大宗交易方式 减持公司股份合计不超过2700万股，即不超过公司总股本的3%。 （文章来源：每日经济新闻） ...

中复神鹰(688295.SH)公告，公司控股股东中建材联合投资有限公司(简称"中联投资")拟通过集中竞价交 易及大宗交易方式减持公司股份合计不超过2700万股，即不超过公司总股本的3%。 ...

智通财经APP讯，中复神鹰(688295.SH)公告，公司控股股东中建材联合投资有限公司(简称"中联投资") 拟通过集中竞价交易及大宗交易方式减持公司股份合计不超过2700万股，即不超过公司总股本的3%。 ...

（记者 王晓波） 中联投资因自身经营需要，拟通过集中竞价交易及大宗交易方式减持公司股份合计不超过2700万股，即 不超过公司总股本的3%。相关减持计划自本公告披露之日起十五个交易日后的三个月内进行，期间为 2026年3月10日至2026年6月9日。若在减持计划实施期间公司发生送股、资本公积转增股本、配股等股 份变更事项的。 每经头条（nbdtoutiao）——爱泼斯坦案再爆新料：多名政商大佬被点名；OpenClaw横空出世！专家警 告你的世界正被"接管"；SpaceX吞并xAI，特斯拉股东怒斥 每经AI快讯，中复神鹰2月8日晚间发布公告称，截至本公告披露日，中复神鹰碳纤维股份有限公司控 股股东中建材联合投资有限公司持有公司无限售条件流通股约2.98亿股，占公司总股本比例为33.16%。 以上股份来源于公司首次公开发行前取得的股份且已于2025年10月9日起全部上市流通。 ...

格隆汇2月8日丨中复神鹰(688295.SH)公布，公司控股股东中联投资因自身经营需要，拟通过集中竞价 交易及大宗交易方式减持公司股份合计不超过2700万股，即不超过公司总股本的3%。上述减持计划自 本公告披露之日起十五个交易日后的三个月内进行，期间为2026年3月10日至2026年6月9日。 截至本公告披露日，公司控股股东中联投资持有公司无限售条件流通股2.98亿股，占公司总股本比例为 33.16%。以上股份来源于公司首次公开发行前取得的股份且已于2025年10月9日起全部上市流通。 ...

Core Viewpoint - The global commercial aerospace market is experiencing unprecedented growth, with projections indicating a market size of $75-125 billion in 2024 and expected to reach $140 billion in 2025. China's commercial aerospace market is particularly rapid, projected to reach 2.3 trillion RMB in 2024, a year-on-year growth of 22.9%, and expected to exceed 2.8 trillion RMB in 2025. Material technology is becoming a core factor determining the competitiveness of commercial aerospace companies [1]. Group 1: Material Demand Characteristics - The demand for materials in commercial aerospace differs significantly from traditional aerospace, focusing on lightweight materials to reduce launch costs, with savings of approximately 20,000-30,000 RMB per kilogram of payload. The core logic for material selection is "lightweight equals increased energy, temperature resistance equals increased efficiency, and reliability equals cost" [1]. - Breakthroughs in reusable technology require materials to withstand over 100 uses and extreme temperature ranges from -270°C to 3000°C, as well as complex space environments [1]. Group 2: Overview of Key New Materials - A total of 128 new materials have been identified as critical for commercial aerospace applications, including aluminum-lithium alloys, titanium alloys, stainless steel, high-temperature alloys, and various composite materials [3][4]. - Key materials such as carbon fiber composites are highlighted for their strength-to-weight ratio, with T700 grade carbon fiber being used in less critical components and T1100 grade for primary load-bearing structures [9][11]. Group 3: Carbon Fiber Composites - Carbon fiber composites (CFRP) are essential in commercial aerospace, accounting for 15%-20% of the manufacturing cost of medium-sized reusable rockets, with values exceeding 20 million RMB per unit. In satellite manufacturing, CFRP costs represent 12%-15% of total manufacturing costs for low Earth orbit satellites [10][11]. - The domestic market for carbon fiber is dominated by companies like Zhongjian Technology and Guangwei Composites, with a significant market share in high-strength carbon fiber applications [12][13]. Group 4: Stainless Steel as a Core Material - Stainless steel is recognized for its low cost, high temperature resistance, and strength, making it a key material for reusable rocket technology. It is used in major structural components like rocket bodies and fuel tanks, aligning with the commercial aerospace principle of "reliability equals cost" [15][16]. - The main grades of stainless steel used can withstand temperatures up to 1400°C and maintain structural stability across a wide temperature range, significantly reducing manufacturing costs compared to advanced materials like titanium alloys [15][16]. Group 5: High-Temperature Materials and Refractory Metals - High-temperature materials are critical for rocket engine technology, directly influencing thrust, efficiency, and reusability. Materials such as ceramic matrix composites and nickel-based superalloys are essential for components exposed to extreme temperatures [19][20][25]. - The domestic production of high-temperature alloys, such as GH4169, has reached over 95% localization, indicating a strong domestic supply chain for aerospace applications [26].

Investment Rating - The report maintains a positive investment rating for the chemical industry, highlighting the potential benefits from the "dual carbon" policy implementation [5]. Core Insights - The "dual carbon" policy is expected to significantly impact the chemical industry, with a focus on carbon emissions control becoming a rigid constraint during the 14th Five-Year Plan period [6][14]. - The report identifies that the attention towards "dual carbon" from provincial leaders has increased by 137% since September 2025, indicating a shift in focus towards carbon emissions as a critical performance metric [7][18]. - The chemical industry is anticipated to undergo structural changes, with high carbon intensity sectors facing supply constraints, while low-carbon leaders are expected to benefit from the transition [8][30]. Summary by Sections 1. "14th Five-Year Plan": Carbon Peak Closing Battle - Local carbon assessments may treat carbon emissions as an equally important rigid constraint [15]. - High carbon intensity sectors such as ammonia fertilizer, coal chemical, and chlorine-alkali are likely to face capacity constraints first [29][30]. 2. Petrochemical "Dual Carbon" Opportunities - The petrochemical sector is expected to undergo a transformation driven by the "dual carbon" goals, with a focus on optimizing supply and demand structures [38]. - Refining sector dynamics are shifting towards improved supply-demand balance due to stringent approval processes for new projects and the elimination of high-energy-consuming capacities [38]. 3. Basic Chemical "Dual Carbon" Opportunities - Coal chemical industry is projected to stabilize supply under carbon limits, driving quality improvements in the sector [3.1]. - Carbon fiber and fluorochemical sectors are expected to benefit from process optimization and green transitions [3.2][3.3]. 4. Investment Recommendations - The report suggests focusing on three categories of leading companies: 1. Integrated leaders in the oil chemical sector with scale and efficiency advantages [8]. 2. Coal chemical leaders with advanced processes and low emissions [8]. 3. High-quality firms in fluorochemical and carbon fiber sectors that align with "dual carbon" goals [8].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002064 | 华峰化学 | 12.88 | -5.85% | 77.45万 | 26666 | | 002427 | 尤夫股份 | 7.29 | -4.08% | 30.53万 | 2.25 Z | | 000949 | 新乡化纤 | 7.27 | -3.84% | 98.53万 | 7.16亿 | | 002254 | 泰和新材 | 13.06 | -2.25% | 25.24万 | 3.25亿 | | 000420 | 吉林化纤 | 4.82 | -1.83% | 146.85万 | 28869 | | 688295 | 中复神鹰 | 32.84 | -1.14% | 10.53万 | 3.41亿 | | 600063 | 皖维高新 | 7.03 | -1.13% | 83.08万 | 5.77亿 | | 920077 | 吉林碳谷 | 18.06 | -0.99% | 11.54万 | 2.09亿 | | 001369 | 双欣环保 | ...