近日，记者从中复神鹰碳纤维股份有限公司获悉，该企业成功突破实验室级T1200超高强度碳纤维技术，其拉伸强度达8056MPa，工程化样品强度为 7566MPa（因规模化制备工艺优化所致）。这一成果标志着我国国产碳纤维从与国际先进水平"跟跑"迈入"并跑"阶段。 来 源：连云港发布 发 布：崔文琦 据行业预测，2025年我国碳纤维产能将达14.4万至15.08万吨，占全球总产能约50%。但在此前20余年间，高端碳纤维长期依赖进口。2017年，中复神鹰联 合东华大学攻关"干喷湿纺千吨级高强/百吨级中模碳纤维产业化关键技术及应用"，并获国家科技进步奖一等奖，为国产碳纤维自主化奠定基础。 此次研发的T1200碳纤维是目前全球强度最高的碳纤维材料。所谓T1200是碳纤维的强度等级，数值越高代表纤维越强韧。以该产品为例，其拉伸强度达 8056MPa，即这款碳纤维可承受相当于8056兆帕的拉力，约为普通钢材的10倍。 经实验室模拟测试，一束标准规格的T1200碳纤维可承受足以拉动两架C919大飞机的载荷。在拉伸模量上，T1200介于T800S与T1100之间，密度略高于 T1100，但其高强度特性仍能为制造业提供兼具高承载能力 ...

证券之星消息，1月16日化学纤维板块较上一交易日下跌0.04%，尤夫股份领跌。当日上证指数报收于 4101.91，下跌0.26%。深证成指报收于14281.08，下跌0.18%。化学纤维板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688295 | 中复神鹰 | 34.01 | 5.10% | 11.83万 | 3.98亿 | | 920077 | 吉林碳谷 | 18.30 | 4.69% | 19.32万 | 3.51亿 | | 600889 | 南京化纤 | 16.89 | 4.26% | 19.11万 | 3.24亿 | | 000677 | 恒天海龙 | 4.44 | 3.26% | 45.86万 | 2.02亿 | | 000420 | 吉林化纤 | 4.58 | 2.92% | 196.70万 | 8.88亿 | | 688722 | 同益中 | 20.32 | 2.83% | 8.97万 | 1.83亿 | | 300876 | 蒙泰高新 | 32.19 | ...

点评：消息面上，据中国电力报1月15日从国家电网获悉，"十五五"时期，国家电网公司固定资产投资 预计达到4万亿元，较"十四五"投资增长40%，以扩大有效投资带动新型电力系统产业链供应链高质量 发展。 1月16日，A股三大股指高开低走，全天维持宽幅震荡走势，截止收盘，沪指跌0.26%，报4101.91点， 深成指跌0.18%，报14281.08点，创业板指跌0.2%，报3361.02点，科创50指数涨1.35%，报1514.07点； 沪深两市成交额3.03万亿，全市场超2900只个股下跌。 盘面上，半导体产业链集体走强，长电科技涨停创5年多新高，美埃科技、康强电子、圣晖集成涨停。 存储芯片概念午后持续拉升，佰维存储、江波龙均创历史新高。人形机器人概念走高，五洲新春、方正 电机等多股涨停。电网设备概念表现活跃，思源电气、广电电气涨停。下跌方面，油气、AI应用等板 块跌幅居前。其中AI应用端遭遇跌停潮，新华都、天下秀、引力传媒、视觉中国、新华网、人民网跌 停。 热点板块 电网设备、电力股延续强势 电网设备、电力股延续强势，思源电气、广电电气、华银电力等多股涨停。 碳纤维午后震荡走高 午后碳纤维概念震荡走高，中简科技 ...

中欧景气精选混合A（020876）基金经理为张学明。 截至发稿，张学明累计任职时间1年269天，现任基金资产总规模67.41亿元，任职期间最佳基金回报 79%， 任职期间最差基金回报0.79%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 1月16日，中复神鹰涨5.69%，截至发稿，报34.20元/股，成交2.05亿元，换手率0.69%，总市值307.80亿 元。 资料显示，中复神鹰碳纤维股份有限公司位于江苏省连云港经济技术开发区大浦工业区南环路北，成立 日期2006年3月2日，上市日期2022年4月6日，公司主营业务涉及从事碳纤维研发、生产和销售。主营业 务收入构成为：碳纤维98.45%，其他1.55%。 从中复神鹰十大流通股东角度 数据显示，中欧基金旗下1只基金位居中复神鹰十大流通股东。中欧景气精选混合A（020876）三季度 新进十大流通股东，持有股数244.93万股，占流通股的比例为0.41%。根据测算，今日浮盈赚取约 450.67万元。 ...

证券代码：688295 证券简称：中复神鹰 公告编号：2026-002 中复神鹰碳纤维股份有限公司 一、会议召开和出席情况 （一）股东会召开的时间：2026年1月13日 （二）股东会召开的地点：江苏省连云港市经济技术开发区大浦工业区公司会议室 （三）出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其持有表决权数量的情 况： ■ （注：所持有表决权的股份总数占公司有表决权股份总数的比例数据如有差异为四舍五入计算所致） 2026年第一次临时股东会决议公告 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： ● 本次会议是否有被否决议案：无 （四）表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 本次会议由公司董事会召集，董事长张健女士主持。会议采用现场投票和网络投票相结合的表决方式。 本次会议的召集、召开及表决程序符合《公司法》等有关法律、行政法规和规范性文件以及《公司章 程》的规定。 （五）公司董事和董事会秘书的列席情况 1、公司在任董事9人，列席9人； 2、董事会秘书金亮出席了本次会议 ...

北京市嘉源律师事务所 关于中复神鹰碳纤维股份有限公司 2026 年第一次临时股东会的 法律意见书 嘉源律师事务所 JIA YUAN LAW OFFICES 西城区复兴门内大街 158 号远洋大厦 4 楼 中国·北京 官师事务所 YUAN LAW OFFICES 北京 BEIJING·上海 SHANGHAI·深圳 SHENZHEN·香港 HONG KONG·广州 GUANGZHOU·西安 XI'AN 致:中复神鹰碳纤维股份有限公司 中复神鹰 2026 年第一次临时股东会 北京市嘉源律师事务所 关于中复神鹰碳纤维股份有限公司 2026年第一次临时股东会的法律意见书 嘉源(2026)-04-017 北京市嘉源律师事务所(以下简称"本所")接受中复神鹰碳纤维股份有限公 司(以下简称"公司")的委托,根据《中华人民共和国公司法》(以下简称"《公 司法》")《上市公司股东会规则》(以下简称"《股东会规则》")等现行有效 的法律、行政法规、部门规章、规范性文件(以下简称"法律法规")以及《中复 神鹰碳纤维股份有限公司章程》(以下简称"《公司章程》")的有关规定,指派 本所律师对公司 2026年第一次临时股东会(以下简称"本 ...

证券代码：688295 证券简称：中复神鹰 公告编号：2026-002 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2026 年 1 月 13 日 （二） 股东会召开的地点：江苏省连云港市经济技术开发区大浦工业区公司会 议室 中复神鹰碳纤维股份有限公司 2026年第一次临时股东会决议公告 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： （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 93 | | --- | --- | | 普通股股东人数 | 93 | | 2、出席会议的股东所持有的表决权数量（股） | 797,302,381 | | 普通股股东所持有表决权数量（股） | 797,302,381 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例（%） | 88.5891 | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 88.5891 | （注：所持 ...

Investment Rating - The industry investment rating is "Positive" and maintained [11] Core Viewpoints - Focus on upstream materials for commercial aerospace, with a strong recommendation for UTG glass due to its significant market potential [6][2] - The cement market is experiencing seasonal declines in shipments, while glass inventory has decreased month-on-month [8] - For 2026, three main lines of opportunity are identified: stock chain, Africa chain, and AI chain [9] Summary by Relevant Sections Cement Market - After the New Year, domestic cement market demand continues to weaken due to factors like funding shortages and temperature drops, with key enterprises' shipment rates around 39%, down 1.5 percentage points month-on-month [8] - National cement prices have slightly declined, with price drops observed in regions like Zhejiang, Sichuan, Yunnan, and Xinjiang, ranging from 10 to 30 yuan per ton [23] - The national average cement price is 357.26 yuan per ton, a decrease of 0.32 yuan month-on-month [24] Glass Market - The domestic float glass market has seen a slight rebound in prices, driven by speculative demand, with a total inventory reduction of 183 million weight boxes, a decrease of 3.40% [8][36] - The average price of glass is 61.99 yuan per weight box, up 0.05 yuan month-on-month, but down 12.44 yuan year-on-year [36] - The production capacity of float glass has decreased, with 209 out of 262 production lines operational, resulting in a daily melting capacity of 149,535 tons [8] Investment Opportunities - UTG glass is projected to have a demand of approximately 1.2 million square meters based on the forecast of 6,000 satellites launched annually, translating to a market space of 6 billion yuan [6] - Carbon fiber demand is estimated at around 1,000 tons for satellite applications, with high profit elasticity due to the use of high-modulus series [7] - The report highlights three main investment themes for 2026: optimizing demand and supply in the stock chain, leveraging growth in the African market, and capitalizing on the upgrade trend in AI electronic fabrics [9]

Group 1 - The chemical fiber sector experienced a rise of 0.95% on January 12, with Jilin Carbon Valley leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Notable gainers in the chemical fiber sector included Jilin Qigu, which rose by 11.03% to a closing price of 20.14, and Zhongfu Shenying, which increased by 7.71% to 35.36 [1] Group 2 - The chemical fiber sector saw a net outflow of 180 million yuan from main funds, while retail investors contributed a net inflow of 271 million yuan [2] - The trading volume for Jilin Carbon Valley was 349,300 shares, with a transaction value of 672 million yuan, indicating strong investor interest [1][2] - The stock performance of other companies in the sector varied, with some experiencing declines, such as Montai High-tech, which fell by 7.82% to 32.05 [2] Group 3 - Jilin Carbon Valley had a main fund net inflow of 43.32 million yuan, while retail investors showed a net outflow of 834,500 yuan [3] - The main fund net inflow for Sanfangxiang was 33.51 million yuan, but retail investors faced a net outflow of 25.85 million yuan [3] - The overall trend indicates a mixed sentiment among different investor types within the chemical fiber sector [3]

Investment Rating - The industry investment rating is "Recommended" (maintained) [1] Core Insights - The new materials sector is a crucial direction for the chemical industry, currently experiencing rapid growth in downstream demand. With policy support and technological breakthroughs, domestic new materials are expected to accelerate their long-term growth. The report emphasizes that "one generation of materials leads to one generation of industries," highlighting the foundational nature of the new materials industry as the material basis for other industries [5][15]. Summary by Relevant Sections 1. Electronic Information Sector - Focus on semiconductor materials, display materials, and 5G materials [6] - Recent developments include NVIDIA's announcement of its new AI supercomputing platform, Vera Rubin, which has entered full production. The platform features six independent chips, with the Rubin GPU achieving a peak computing power of 50 Petaflops and a training performance 3.5 times that of its predecessor [7][37]. 2. Aerospace Sector - Focus on PI films, precision ceramics, and carbon fiber [8] - The successful acquisition of a production license for the AS700 manned airship marks a significant milestone for China's aerospace industry, indicating a shift towards standardized and commercialized production [9][10]. 3. New Energy Sector - Focus on photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [10] - A notable development is the introduction of the world's first all-solid-state battery by a Finnish startup, set to enter OEM mass production [11]. 4. Biotechnology Sector - Focus on synthetic biology and scientific services [12] - Beijing's economic development zone has announced measures to support the innovation and development of the synthetic biology manufacturing industry, aiming to establish a globally influential industry cluster by 2028 [13]. 5. Energy Conservation and Environmental Protection Sector - Focus on adsorbent resins, membrane materials, and biodegradable plastics [14] - The Guangxi government has issued a plan for green mine construction, aiming for over 90% of large and medium-sized mines to meet green standards by the end of 2028 [15]. 6. Industry Rating and Investment Strategy - The new materials sector is expected to benefit from the catalytic effects of downstream application sectors, gradually entering a prosperous cycle, thus maintaining a "Recommended" rating for the new materials industry [15].