2025.12.24 盘面上，商业航天概念股再度爆发，福建本地股反复活跃，光伏、锂电池、算力硬件、AI手机、智能 驾驶、化纤题材走强。 具体来看，商业航天概念集体爆发，中国卫星、航天动力、永鼎股份等近30股涨停。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 300629 | 新劲刚 | +20.02% | 22.66 | | 301005 | 超捷股份 | +20.00% | 112.44 | | 300593 | 新電能 | +20.00% | 30.24 | | 688456 | 有研粉材 | +20.00% | 64.14 | | 688323 | 瑞华泰 | +19.98% | 23.24 | | 300887 | 谱尼测试 | +19.95% | 9.32 | | 300136 | 信维通信 | +17.96% | 44.73 | | 300159 | *ST新研 | +17.36% | 3.38 | | 300342 | 天银机电 | +17.21% | 30.78 | | 920068 | 天工股份 | +16.15% | 20.86 | ...

Group 1: Aerospace and Defense Companies - Shenjian Co., Ltd. has seen a stock increase for five consecutive days, focusing on aerospace-related molds, metal parts, composite materials, and Beidou satellite navigation system terminal products [2] - Aerospace Engineering has experienced a stock rise for four days, being the only listed company under the Rocket Technology Research Institute of the Aerospace Science and Technology Corporation, specializing in gasification technology and key equipment [2] - Daye Co., Ltd. is investing in a joint venture that focuses on aerospace power systems and specialized pressure vessels, while also developing humanoid robot dexterous hands [2] - Zhongchao Holdings is a comprehensive cable supplier, providing high-temperature alloy precision castings for aerospace applications [2] - Boyun New Materials has developed carbon/carbon throat lining materials for the Kuaizhou series of commercial solid rockets, establishing itself as a core research base for solid rocket engine composite materials [2] Group 2: Satellite and Communication Technologies - Xinguang Yuda is engaged in information perception, satellite communication, and unmanned systems, reporting a net profit increase of 260% year-on-year in its third-quarter report [2] - Ruihua Tai has participated in multiple aerospace military projects, including the manned space station and launch vehicles, and is developing PI films to enhance the lifespan of satellites and spacecraft [3] - Guojiji Precision Engineering is a leading company in the aerospace bearing sector, having provided bearings for major projects like Chang'e and Long March rockets [3] - China Satellite is a leading domestic satellite manufacturer and a major provider for the Beidou system [3] Group 3: Emerging Technologies and Innovations - Jun Da Co., Ltd. has formed a strategic partnership with Shangyi Optoelectronics to explore the application of perovskite battery technology in space energy [3] - Tian Tong Co., Ltd. showcased its commercial satellite digital batch electrical assembly technology at a national conference, contributing to the supply chain of the aerospace information industry [6] - Yingli Automotive focuses on lightweight automotive components, including dashboard frames and EV battery housings, leveraging its Taiwanese background [5] Group 4: Investment and Expansion Plans - Jiufeng Energy is expanding its special fuel and gas supply project at the Hainan commercial space launch site, with an estimated total investment of approximately 300 million yuan [2] - Nanjing Panda's new satellite communication terminal project includes both hardware and software, supporting satellite communication between terminals [3] - The company has signed a strategic cooperation agreement with Galaxy Aerospace to enter the commercial aerospace sector [6]

12月24日，商业航天板块低开高走，午后持续爆发。截至发稿，板块内大面积涨停，新劲刚、有研粉 材、超捷股份、新雷能20%涨停；此外，瑞华泰、谱尼测试、 九鼎新材、天通股份、中超控股、创元 科技、神剑股份等近20股涨停。 | 代码 | 名称 | 涨幅%v | 现价 | | --- | --- | --- | --- | | 920068 | 天工股份 | +20.82% | 21.70 | | 300629 | 新劲刚 | +20.02% | 22.66 | | 688456 | 有研粉材 | +20.00% | 64.14 | | 301005 | 超捷股份 | +20.00% | 112.44 | | 300593 | 新雷能 | +20.00% | 30.24 | | 688323 | 瑞华泰 | +19.98% | 23.24 | | 300887 | 谱尼测试 | +19.95% | 9.32 | | 300159 | *ST新研 | +18.40% | 3.41 | | 300136 | 信维通信 | +18.54% | 44.95 | | 300342 | 天银机电 | +13.02% | 29. ...

Core Viewpoint - The commercial aerospace sector experienced a significant rally on December 24, with many stocks reaching their daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - New Jingang (新劲刚) and Youyan Powder Materials (有研粉材) both achieved a 20% increase, while Superjet Co. (超捷股份) and New Ray Energy (新雷能) also hit the 20% limit up [1]. - Other notable stocks that reached their limit up include Ruihua Tai (瑞华泰), Puni Testing (谱尼测试), Jiuding New Materials (九鼎新材), Tiantong Co. (天通股份), and Zhongchao Holdings (中超控股), among nearly 20 stocks [1]. - The top performers included: - Tiangong Co. (天工股份) with a +20.82% increase, priced at 21.70 [2] - New Jingang (新劲刚) with a +20.02% increase, priced at 22.66 [2] - Youyan Powder Materials (有研粉材) with a +20.00% increase, priced at 64.14 [2] - Superjet Co. (超捷股份) with a +20.00% increase, priced at 112.44 [2] - New Ray Energy (新雷能) with a +20.00% increase, priced at 30.24 [2] Group 2: Additional Stock Highlights - Other stocks with notable increases included: - Ruihua Tai (瑞华泰) at +19.98%, priced at 23.24 [2] - Puni Testing (谱尼测试) at +19.95%, priced at 9.32 [2] - ST Xinyan (新研) at +18.40%, priced at 3.41 [2] - Xinwei Communication (信维通信) at +18.54%, priced at 44.95 [2] - Tianyin Electromechanical (天银机电) at +13.02%, priced at 29.68 [2] - Additional stocks that saw increases included: - Feiwo Technology (飞沃科技) at +12.07%, priced at 119.70 [2] - Huo Laiwo (霍莱沃) at +10.40%, priced at 54.03 [3] - Tiantong Co. (天通股份) at +10.04%, priced at 13.04 [3] - Zhongchao Holdings (中超控股) at +10.02%, priced at 5.49 [3] - Chuangyuan Technology (创元科技) at +10.01%, priced at 15.16 [3]

有研粉材股价创出历史新高，截至10:32，该股上涨7.86%，股价报57.65元，成交量168.30万股，成交金 额9307.70万元，换手率1.62%，该股最新A股总市值达59.76亿元，该股A股流通市值59.76亿元。 证券时报·数据宝统计显示，有研粉材所属的有色金属行业，目前整体跌幅为0.27%，行业内，目前股价 上涨的有75只，涨幅居前的有有研粉材、斯瑞新材、上大股份等，涨幅分别为7.86%、5.58%、5.29%。 股价下跌的有61只，跌幅居前的有章源钨业、翔鹭钨业、中钨高新等，跌幅分别为7.56%、7.49%、 6.31%。 两融数据显示，该股最新(12月23日)两融余额为1.83亿元，其中，融资余额为1.83亿元，近10日增加 2016.00万元，环比增长12.37%。 公司发布的三季报数据显示，前三季度公司共实现营业收入28.49亿元，同比增长20.80%，实现净利润 5166.22万元，同比增长28.00%，基本每股收益为0.5000元，加权平均净资产收益率4.17%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

公司发布的三季报数据显示，前三季度公司共实现营业收入28.49亿元，同比增长20.80%，实现净利润 5166.22万元，同比增长28.00%，基本每股收益为0.5000元，加权平均净资产收益率4.17%。（数据宝） 有研粉材股价创出历史新高，截至10:32，该股上涨7.86%，股价报57.65元，成交量168.30万股，成交金 额9307.70万元，换手率1.62%，该股最新A股总市值达59.76亿元，该股A股流通市值59.76亿元。 （文章来源：证券时报网） 证券时报·数据宝统计显示，有研粉材所属的有色金属行业，目前整体跌幅为0.27%，行业内，目前股价 上涨的有75只，涨幅居前的有有研粉材、斯瑞新材、上大股份等，涨幅分别为7.86%、5.58%、5.29%。 股价下跌的有61只，跌幅居前的有章源钨业、翔鹭钨业、中钨高新等，跌幅分别为7.56%、7.49%、 6.31%。 两融数据显示，该股最新（12月23日）两融余额为1.83亿元，其中，融资余额为1.83亿元，近10日增加 2016.00万元，环比增长12.37%。 ...

内容概要：金属基3D打印材料是适配增材制造技术的核心材料，以金属粉末为主流形态，需满足粒 度、流动性等工艺要求，最终制品具备高强度、耐高温等优异性能，其行业呈现完整且协同发展的生 态。产业链上中下游分工明确，上游依托矿产原料与设备供应筑牢基础，中游主导多品类金属粉末生产 加工，下游面向航空航天、医疗、汽车等多领域释放需求；全球及中国3D打印市场均保持增长，国内 增速领先全球，金属粉体行业稳步扩容，其中3D打印专用粉体成为高增长引擎，2024年国内金属基3D 打印材料市场规模约50亿元，正迈向规模化量产阶段。行业竞争呈现龙头引领与专精特新企业并存的格 局，核心竞争力聚焦"材料-工艺-应用"一体化解决方案，未来将朝着技术一体化融合、应用场景规模化 拓展、产业链自主协同重构的方向发展，成为制造业高质量升级的重要支撑。 上市企业：铂力特（688333.SH）、华曙高科（688433.SH）、有研粉材（688456.SH） 相关企业：中国宝武钢铁集团有限公司、中航迈特增材科技（北京）有限公司、苏州倍丰智能科技有限 公司、西安赛隆增材技术股份有限公司、南通金源智能技术有限公司、安徽中体新材料科技有限公司、 思锐增材（深圳 ...

有研粉末新材料股份有限公司 2025 年第四次临时股东会 会议资料 2025 年 12 月 26 日 二、会议地点：北京市怀柔区雁栖经济开发区雁栖路 3 号 1 幢 有研粉材二层会议室 三、投票方式：现场投票和网络投票相结合的方式 四、网络投票系统：上海证券交易所股东会网络投票系统，通 过交易系统投票平台的投票时间为 2025 年 12 月 26 日的交易时间段， 即 9：15—9：25，9：30—11：30，13：00—15：00；通过互联网 投票平台的投票时间为 2025 年 12 月 26 日 9：15—15：00。 2025 年第四次临时股东会文件 目录 | 2025 | 年第四次临时股东会会议议程 | 2 | | --- | --- | --- | | 2025 | 年第四次临时股东会会议须知 | 3 | | 议案一 | 关于撤销公司监事会的议案 | 5 | | 议案二 | 关于修订《公司章程》的议案 | 6 | | 议案三 | 关于制定、修订部分管理制度的议案 | 70 | 1 2025 年第四次临时股东会文件 2025 年第四次临时股东会会议议程 一、会议时间：2025 年 12 月 26 日（ ...

Investment Rating - The report maintains a "Positive" outlook on the 3D printing industry, indicating a low current penetration rate and potential for rapid growth driven by the expansion of demand for customized products and the popularization of the 3D farm model [7]. Core Insights - The 3D printing industry is entering a "singularity moment," where growth is driven not just by technological breakthroughs but also by a paradigm shift in industrial manufacturing and a surge in consumer demand for personalized products. Key drivers include agile manufacturing advantages in industrial-grade 3D printing, the ability to produce complex shapes, and the democratization of technology in consumer-grade 3D printing [9][13]. - The global 3D printing market is projected to reach $21.9 billion in 2024, with a year-on-year growth of 9.31%. In China, the market is expected to reach 42.3 billion yuan, with a significant portion of revenue coming from equipment and services [9][69]. Summary by Sections Investment Suggestions and Targets - The report suggests that the 3D printing industry is poised for rapid growth due to low current penetration rates and expanding demand. Key investment targets include: - Consumer-grade 3D printing service operator Huina Technology (300609, not rated) - Industrial-grade metal printing equipment manufacturers Plater (688333, not rated) and Huashu High-Tech (688433, not rated) - 3D printing material suppliers Jialian Technology (301193, not rated) and Youyan Powder Materials (688456, not rated) [4][21]. Industry Overview - 3D printing technology is characterized by its flexibility and high production capacity, allowing for the creation of complex structures with minimal waste. The technology has evolved from traditional subtractive manufacturing to additive manufacturing, enabling significant design freedom and reduced production cycles [22][24]. - The main materials used in 3D printing include plastics and metal powders, with various technological routes such as FDM, SLS, and SLA being commercially viable [31][36]. Market Outlook - The global 3D printing market is experiencing a golden development period, with both consumer and industrial segments expected to expand. The U.S. leads the market, while the Asia-Pacific region is catching up rapidly. The market for 3D printing materials is projected to grow by 35.21% in 2024, with significant growth also seen in 3D bioprinting and metal additive manufacturing [58][62]. - In China, the 3D printing market is expected to reach 42.3 billion yuan in 2024, with a strong focus on equipment and services, which together account for 76% of the market [69][70]. Key Players - The report highlights the differentiation among leading companies in the industrial-grade 3D printing sector, with notable players like Plater and Huashu High-Tech excelling in metal 3D printing. In the consumer-grade sector, Huina Technology is building a supply-demand ecosystem through a combination of scale farms and offline stores [9][20][21].

证券日报网12月12日讯有研粉材在12月4日回答调研者提问时表示，公司于2013年并购的英国Makin公 司，其技术实力强，自动化程度高，产品质量稳定，受欧洲市场认可，有一定的影响力。自并购以来整 体经营情况不错，经营业绩持续向好。 （文章来源：证券日报） ...