未来，公司将紧扣碳纤维各应用领域特性， 紧抓国家战略（航空航天、新能源、低空、基建等）、产业升级（船舶、电子3C、医疗健康等）、技术突破 （汽车轨交等）、消费升级（体育休闲等）四大核心驱动力 ，坚持市场导向持续优化销售结构，实现供需精准匹配与业务高质量发展。 其中在风电领域，目前业内暂无明确标准规定风电叶片需达到特定长度或功率方可使用碳纤维，风电领域中长度在70米级、功率在3MW-4MW 级也有使用 碳纤维的叶型。 从行业规律来看，叶片越长、功率越大，对材料性能的要求越高，碳纤维的使用率也随之提升 。得益于碳纤维轻量化、高强度的关键性能 优势，近两年110 米级以上的叶型已普遍采用碳纤维材料，并不断迈向150米级、功率超20MW+的大型化发展阶段，目前碳纤维已成为风电叶片大型化的 不二选择。 2025年风电领域碳纤维需求迎来大幅增长，核心驱动力在于风电大型化的趋势对于材料性能的要求越来越高， 碳纤维在风电叶片上的应用范围和规模逐渐 增加。相信未来在政策引导与技术升级的双重推动下，碳纤维作为风电领域不可或缺的结构功能材料，其渗透率必将进一步提升。 800+ 200+ 企业参展 科研院所 具身机器人、低空经济、消 ...

证券之星消息，12月26日化学纤维板块较上一交易日上涨2.52%，中复神鹰领涨。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。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) | | --- | --- | --- | --- | --- | --- | | 600370 | 三房巷 | 2.37 | -2.47% | 105.01万 | 2.49 Z | | 002998 | 优彩资源 | 7.69 | -2.29% | 8.51万 | 6584.57万 | | 601113 | 来看股股 | 4.37 | -2.24% | 22.60万 | 9918.91万 | | 603073 | 彩蝶实业 | 18.70 | -2.09% | 9874.87 1 | 1875.87万 | | 300905 | 宝顾迪 | 32.08 | -1.75% | 2.75万 | 8870.55万 | | 603332 | 苏州龙杰 | 12.54 | -1.65% | 3.37万 | 4251.41万 | | 68 ...

证券代码：688295 证券简称：中复神鹰 公告编号：2025-046 中复神鹰碳纤维股份有限公司 关于预计公司 2026 年度日常关联交易额度的公告 本公司董事会及全体董事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： 是否需要提交股东会审议：是。 日常关联交易对公司的影响：本次预计的 2026 年度日常关联交易，系公 司正常生产经营需要，以市场价格为定价依据，遵循平等自愿原则，交易风险可 控，不会因该关联交易对关联方形成依赖，不会对公司的独立性产生影响，不存 在损害公司及股东利益的情况。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 中复神鹰碳纤维股份有限公司（以下简称"公司"）于 2025 年 12 月 26 日召 开第二届董事会第十四次会议，审议通过了《预计公司 2026 年度日常关联交易 额度的议案》。关联董事张健、张斯纬、陈雨、薛忠民、葛海涛对部分关联交易 进行了回避表决。出席会议的非关联董事一致同意该议案。 本议案尚需提交公司股东会审议，关联股东将在股东会上对该议案回避表决。 本议案已经公司第二届董事 ...

证券代码：688295 证券简称：中复神鹰 公告编号：2025-047 中复神鹰碳纤维股份有限公司 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 13 日14 点 00 分 召开地点：江苏省连云港市经济技术开发区大浦工业区公司会议室 （五） 网络投票的系统、起止日期和投票时间。 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月13日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 互联网投票平台的投票时间为股东会召开当日的 9:15-15: ...

Core Viewpoint - The general aviation sector is experiencing significant growth, driven by government support and strategic initiatives aimed at enhancing technological independence and promoting the low-altitude economy and commercial aerospace development [1][2]. Group 1: Market Performance - As of December 26, 2025, the China General Aviation Theme Index (931855) rose by 1.83%, with notable increases in constituent stocks such as Guanglian Aviation (300900) up 13.94% and Zhongfu Shenying (688295) up 13.03% [1]. - The General Aviation ETF (561660) also saw a rise of 1.91%, marking its third consecutive increase, with the latest price reported at 1.17 yuan [1]. Group 2: Government Initiatives - A successful satellite launch using the Long March 8A rocket from Hainan's commercial space launch site occurred, deploying 17 low-orbit satellite internet satellites into their designated orbits [1]. - The strategic emerging industry development fund, with a scale of 51 billion yuan, has officially launched, focusing on providing substantial financial support to the aerospace sector and related industries [1]. Group 3: Index Composition - The China General Aviation Theme Index tracks 50 listed companies involved in various aspects of general aviation, including manufacturing, infrastructure, and operations [2]. - The top ten weighted stocks in the index account for 40.68% of the total index, with key companies including Aerospace Electronics (600879) and Haige Communication (002465) [2].

Group 1 - The A-share market has seen a strong performance in commercial aerospace stocks, with notable gains including a 20% limit up for Jiayuan Technology and over 18% increase for Xice Testing [1][2] - Other significant gainers include Guanglian Aviation and Zhongfu Shenying, both rising over 15%, while Pan-Asia Micro透 and Guangwei Composites increased by over 12% [1][2] - Several stocks, including Shenjian Co. and Zhongchao Holdings, achieved a 10% limit up, indicating robust investor interest in the sector [1][2] Group 2 - Jiayuan Technology has a total market capitalization of 7.648 billion, with a year-to-date increase of 170.85% [2] - Xice Testing's market cap stands at 10.8 billion, with an impressive year-to-date increase of 242.95% [2] - Noteworthy is the historical high achieved by companies such as Xice Testing, Pan-Asia Micro透, and Feiwo Technology, reflecting strong market momentum [2][3] Group 3 - A successful launch of 17 low-orbit satellite internet satellites was conducted using the Long March 8 rocket from Hainan, marking a significant achievement in China's commercial aerospace efforts [3] - The China Securities Regulatory Commission has updated the IPO counseling status of Blue Arrow Aerospace to "counseling work completed," indicating progress towards formal application [3]

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a stable outlook with potential for recovery in the carbon fiber industry [2]. Core Insights - The carbon fiber industry is experiencing a price increase, confirming a bottoming out of the market and a potential recovery in demand. High-end carbon fiber demand is expected to rise significantly, particularly in wind power and aerospace applications, with actual consumption in China projected to reach 96,446 tons in 2025, a year-on-year increase of 71.89% [5][7]. - The new materials sector index decreased by 0.23% recently, outperforming the ChiNext index by 2.03%. Key segments such as industrial gases and biodegradable plastics showed positive growth, while semiconductor materials faced a decline [2][19]. Summary by Relevant Sections 1. Market Performance - The new materials sector index fell by 0.23%, while the ChiNext index dropped by 2.03%. Over the past five trading days, the synthetic biology index rose by 1.76%, industrial gases increased by 3.86%, and battery chemicals decreased by 2.87% [2][19]. 2. Price Tracking - Key prices include: - Valine: 13,700 CNY/ton (+4.98%) - Arginine: 20,950 CNY/ton (unchanged) - Methionine: 17,850 CNY/ton (-0.56%) - PLA (injection grade): 17,800 CNY/ton (unchanged) [3]. 3. Investment Recommendations - The report suggests focusing on leading companies in the carbon fiber sector, such as Jilin Chemical Fiber, Zhongfu Shenying, Zhongjian Technology, and Guangwei Composites, as they are expected to benefit from the recovery in high-end carbon fiber demand [7].

Group 1 - Zhongfu Shenying's stock price increased by 3.09% to 27.70 CNY per share, with a trading volume of 1.07 billion CNY and a turnover rate of 0.43%, resulting in a total market capitalization of 24.93 billion CNY [1] - The stock has risen for six consecutive days, with a cumulative increase of 13.9% during this period [1] - Zhongfu Shenying Carbon Fiber Co., Ltd. was established on March 2, 2006, and listed on April 6, 2022, primarily engaged in the research, production, and sales of carbon fiber, with 98.45% of its revenue coming from carbon fiber [1] Group 2 - Among the top ten circulating shareholders of Zhongfu Shenying, a fund under China Europe Fund, specifically the China Europe Prosperity Selected Mixed A (020876), entered the top ten in the third quarter, holding 2.4493 million shares, which is 0.41% of the circulating shares [2] - The fund has generated an estimated floating profit of approximately 2.0329 million CNY today and a total of 8.2786 million CNY during the six-day increase [2] - The fund was established on April 23, 2024, with a latest scale of 1.052 billion CNY, achieving a year-to-date return of 48.03% and a one-year return of 49.48% [2]

Core Viewpoint - The company Zhongfu Shenying (688295.SH) is actively exporting its carbon fiber products to European countries, indicating a strong presence in the international market [1] Group 1: Company Overview - The company offers various carbon fiber products, including SYT49S-12K, SYT49S-24K, and SYT45-3K [1] - These products are utilized in multiple downstream applications such as automotive, wind turbine blades, and pressure vessels [1] Group 2: Market Presence - The company's carbon fiber products are exported to Germany, Italy, and France, showcasing its reach within the European Union [1]

Group 1 - The company, Zhongfu Shenying (688295.SH), exports carbon fiber products such as SYT49S-12K, SYT49S-24K, and SYT45-3K to EU countries including Germany, Italy, and France [1] - These carbon fiber products are widely used in downstream sectors such as automotive, wind turbine blades, and pressure vessels [1] Group 2 - An investor inquired about the company's export activities to EU countries over the past two years [2]