（编辑 丛可心） 证券日报网讯 2月25日，中简科技在互动平台回答投资者提问时表示，公司四期项目将按计划推进验证 与投产工作，产能爬坡遵循产线调试、客户验证、订单匹配、逐步释放的行业规律，公司将统筹资源保 障产能有序落地。目前三期项目处于产能稳步爬坡、产能利用率持续提升的良好状态。新增产能释放与 营收利润增长并非简单线性对应关系，会受到市场需求、客户阶段性需求、产品结构、成本摊销、行业 环境等多重因素影响。公司将持续聚焦高端碳纤维主业，不断提升产能利用率与经营效率，以长期稳健 经营回报广大投资者。 ...

（编辑 丛可心） 证券日报网讯 2月25日，中简科技在互动平台回答投资者提问时表示，参与到国产大飞机的研制、批量 任务中，是公司的重要发展目标之一。目前公司内部围绕C929的需求，在相关方面制定了时间规划和 工作安排，并按照既定目标积极推进。 ...

每经AI快讯，有投资者在投资者互动平台提问：董秘你好，请问贵公司的三期项目目前产能利用率能 达到多少？ （记者 张明双） 中简科技（300777.SZ）2月25日在投资者互动平台表示，三期项目处于产能稳步爬坡阶段，产能利用率 逐步提升，以更好地满足下游市场需求。 ...

格隆汇2月25日丨中简科技(300777.SZ)在投资者互动平台表示，参与到国产大飞机的研制、批量任务 中，是公司的重要发展目标之一。目前公司内部围绕C929的需求，在相关方面制定了时间规划和工作 安排，并按照既定目标积极推进。 ...

格隆汇2月25日丨中简科技(300777.SZ)在投资者互动平台表示，公司多款产品应用于航天领域。商业航 天的快速发展将为碳纤维复合材料带来更为可观的市场空间，四期项目正在抓紧调试、试制等相关工 作，随着对应场景产品的逐步投产、市场的拓展及产业链的延伸，公司将以更为丰富的产品和更扎实的 产能服务商业航天等领域。 ...

Core Viewpoint - Zhongjian Technology (300777.SZ) aims to enhance its investment capabilities and internal development quality by investing 30 million yuan in a new fund, aligning with its strategic direction to promote main business development through investment [1] Investment Details - The company will invest 30 million yuan in partnership with several entities, including Shanghai Hengxu Chuangling Private Fund Management Co., Ltd. and Jiangsu Changzhou New Energy Industry Special Mother Fund [1] - The total scale of the "Qifan New Industry Investment Fund" is set at 1 billion yuan, focusing on strategic emerging industries and nurturing future industries [1] Strategic Alignment - The investment in the Qifan New Industry Fund is expected to drive the development of the company's main business and extend its product application areas, which is in line with the company's strategic direction [1]

证券代码：300777 证券简称：中简科技 公告编号：2026-003 中简科技股份有限公司 关于公司与专业投资机构共同投资的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 一、对外投资概述 （一）本次对外投资的基本情况 为进一步提升中简科技股份有限公司（以下简称"公司"）投资 能力和内在发展质量，更好地以投资促进主业发展，近期公司决定出 资 3,000 万元，与上海恒旭创领私募基金管理有限公司、江苏常州新 能源产业专项母基金（有限合伙）、广西投资引导基金有限责任公司、 溧阳市战新产业投资基金（有限合伙）、江苏中兴嵘和产业投资有限 公司、上海追光聚链硬科技创业投资合伙企业（有限合伙）、柳州市 产业引导基金投资管理有限公司、上海浦东引领区海通私募投资基金 合伙企业（有限合伙）、江苏亚虹医药科技股份有限公司、矽力杰半 导体技术（杭州）有限公司、厦门墨力发展有限公司、杭州捷瑞智能 装备股份有限公司、上海恒屹皓管理咨询合伙企业（有限合伙）共同 签署《常州溧阳启帆战新产业投资基金合伙企业（有限合伙）合伙协 议》（以下简称"《合伙协议》"），参与投资常州溧阳启帆战新 ...

Core Viewpoint - The company Zhongjian Technology (300777.SZ) emphasizes that its ZT7 carbon fiber products are custom-made according to design requirements, distinguishing them from generic market products, with primary applications in aerospace and other fields [1] Group 1: Product Characteristics - The ZT7 carbon fiber products are tailored to specific design requirements, unlike standard market offerings [1] - The pricing of these products takes into account various factors including raw material costs, product performance and specifications, market supply and demand, and industry competition [1] Group 2: Application and Market - The primary applications of the ZT7 carbon fiber products are in the aerospace sector [1] - The design requirements and application scenarios are closely related to the product pricing strategy [1]

Group 1 - The core viewpoint of the news is that Zhongjian Technology's stock performance and financial metrics indicate a strong growth trajectory, with significant increases in revenue and net profit year-over-year [2] - On February 2, Zhongjian Technology's stock fell by 2.23%, with a trading volume of 728 million yuan, and a net financing purchase of approximately 24.30 million yuan [1] - As of February 2, the total margin balance for Zhongjian Technology reached 1.20 billion yuan, which is at a high level compared to the past year [1] Group 2 - As of January 30, the number of shareholders for Zhongjian Technology increased by 7.69% to 47,200, while the average number of circulating shares per person decreased by 7.14% [2] - For the period from January to September 2025, Zhongjian Technology achieved a revenue of 684 million yuan, representing a year-over-year growth of 28.46%, and a net profit of 290 million yuan, up 25.45% [2] - Since its A-share listing, Zhongjian Technology has distributed a total of 365 million yuan in dividends, with 259 million yuan distributed over the past three years [2]

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].