Group 1 - The core viewpoint of the article is that Zhongjian Technology (300777) has positively impacted its revenue through the introduction of ZT and ZM series products tailored to aerospace and aviation design requirements [1] - The company has launched products such as the ZT8, which are designed to meet user needs based on specific operational environments [1] - The company encourages stakeholders to pay attention to upcoming periodic reports for further disclosures regarding its financial performance [1]

关于控股子公司注销完成暨关联交易的进展公告 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、注销控股子公司暨关联交易概述 中简科技股份有限公司（以下简称"公司"）于 2025 年 11 月 5 日召开第三届董事会第二十九次会议，审议通过了《关于拟清算注销 控股子公司暨关联交易的议案》，基于公司的发展规划及控股子公司 中简新材料发展（常州）有限公司（以下简称"新材料公司"）的实 际运作情况，为优化资源配置，公司董事会同意注销新材料公司，并 授权公司经营管理层依法办理相关清算和注销事项。具体内容见公司 于 2025 年 11 月 6 日在巨潮资讯网披露的《关于拟清算注销控股子公 司暨关联交易的公告》。 证券代码：300777 证券简称：中简科技 公告编号：2026-001 中简科技股份有限公司 二、本次进展情况 中简科技股份有限公司董事会 2026 年 1 月 5 日 近日，公司收到了常州高新技术产业开发区（新北区）政务服务 管理办公室出具的《登记通知书》，新材料公司已完成注销登记手续。 本次注销完成后，新材料公司不再纳入公司合并报表范围。本次 注销不会对公司 ...

Core Viewpoint - The commercial aerospace industry is entering a rapid development phase driven by policy support, which will significantly boost the carbon fiber market, with demand expected to double within five years [1] Industry Summary - The National Space Administration of China released an action plan on November 25, 2025, aiming for a highly efficient and collaborative commercial aerospace ecosystem by 2027 [1] - The carbon fiber composite market in commercial aerospace is projected to grow from a hundred-ton level to a thousand-ton level in demand [1] - In 2025, China's actual carbon fiber consumption is expected to reach 96,446 tons, a year-on-year increase of 71.89%, primarily driven by the wind power blade and aerospace sectors [1] Company Summary - Companies that can consistently supply high-performance products are gradually regaining pricing power due to upgrades in application sectors [1] - On December 12, 2025, Toray announced a price increase of 10%-20% for its TORAYCA™ carbon fiber and related intermediate products, effective for orders shipped from January 2026 [1] - On December 15, 2025, Jilin Chemical Fiber announced price increases for its wet method 12TK carbon fiber and 3K carbon fiber, with increases of 5,000 yuan and 10,000 yuan per ton, respectively, effective January 1, 2026 [1] - The high-end carbon fiber industry is expected to enter a new phase of high-quality growth due to optimized supply-demand relationships and accelerated technological breakthroughs [1] - Key companies to watch in the carbon fiber sector include Jilin Chemical Fiber, Zhongfu Shenying, Zhongjian Technology, and Guangwei Composites [1]

证券之星消息，12月31日航空装备板块较上一交易日上涨0.57%，爱乐达领涨。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。航空装备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) | | | --- | --- | --- | --- | --- | --- | --- | | 300696 | 爰乐达 | 31.91 | 11.61% | 46.99万 | | 15.52亿 | | 300900 | 广联航空 | 39.07 | 10.62% | 85.20万 | | 32.73亿 | | 600391 | 航发科技 | 37.10 | 9.99% | 39.79万 | | 14.16亿 | | 300777 | 中简科技 | 40.80 | 5.18% | 60.49万 | | 24.35 亿 | | 301586 | 佳力奇 | 50.16 | 4.50% | 3.26万 | | 1.61亿 | | 688237 | 超卓航科 | 48.75 | 3.02% | 1.66万 | | 7961.62 ...

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a leading position in the market [2]. Core Insights - The commercial aerospace sector is experiencing rapid development driven by policy support, which is expected to significantly boost the carbon fiber industry. The market for carbon fiber composites is projected to double within five years, with demand anticipated to rise from hundreds of tons to thousands of tons [6]. - The actual consumption of carbon fiber in China is expected to reach 96,446 tons in 2025, reflecting a year-on-year increase of 71.89%, primarily driven by the wind power blade and aerospace sectors [6]. - The new materials sector index increased by 7.03%, outperforming the ChiNext index by 3.14% over the past week, with notable gains in various sub-sectors such as battery chemicals (up 13.29%) and semiconductor materials (up 6.30%) [3][18]. Summary by Sections Market Performance - The new materials sector has shown strong performance, with the new materials index rising by 7.03% and various sub-sectors experiencing significant increases, including battery chemicals (up 13.29%) and semiconductor materials (up 6.30%) [3][18]. - The overall market performance for the week (December 22-26, 2025) saw the Shanghai Composite Index increase by 1.88% and the ChiNext Index by 3.90% [14]. Price Tracking - The report provides a weekly price tracking of various chemical raw materials, including stable prices for amino acids and biodegradable plastics, while some vitamins showed slight decreases [4]. - Carbon fiber prices remain stable, with leading companies announcing price increases for their products starting in 2026 [6]. 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 anticipated growth in demand [7].

Core Viewpoint - The company and its chairman have signed a donation agreement totaling 10 million yuan to support engineering education-related public welfare projects, reflecting the company's commitment to social responsibility and educational development [2][3]. Group 1: Donation Agreement Details - The donation consists of 5 million yuan from the company and 5 million yuan from the chairman, aimed at supporting the Suzhou Jicui Education Foundation [2]. - The foundation, established in September 2024, promotes the "Xingben Education" concept, encouraging students to apply their knowledge in social practice [2]. Group 2: Foundation's Objectives and Activities - The foundation aims to cultivate lifelong learners and innovative talents through innovative educational models such as alternating learning and practice, industry-education integration, and project-based teaching [2]. - The donated funds will be allocated to various educational and research initiatives, including facility construction, talent development, and project funding, ensuring proper administrative management [2]. Group 3: Company's Commitment to Education - The company emphasizes its long-standing philosophy of supporting education and nurturing future generations, aligning with traditional values of respecting teachers and education [3]. - The donation serves as a foundation for establishing a stable and long-term cooperation mechanism with the foundation, focusing on student training, academic exchange, and collaborative research [3].

格隆汇12月29日丨中简科技(300777.SZ)公布，为助力教育事业发展，积极履行企业社会责任，近日公 司及公司董事长杨永岗先生与苏州市集萃教育基金会(以下简称"基金会")签署《捐赠协议》，分别向基 金会捐赠人民币500万元。 ...

每经AI快讯，12月29日，中简科技（300777）(300777.SZ)公告称，公司及董事长杨永岗与苏州市集萃 教育基金会签署《捐赠协议》，分别向基金会捐赠人民币500万元，用于基金会组织开展的教学及科研 设施建设、人才培育等公益慈善项目费用支出。本次捐赠资金来源于公司及董事长的自有资金，不会对 公司财务状况、经营成果和现金流产生重大不利影响。 ...

证券代码：300777 证券简称：中简科技 公告编号：2025-090 中简科技股份有限公司 关于公司及董事长向苏州市集萃教育基金会捐赠的 自愿性披露公告 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、对外捐赠事项概述 为助力教育事业发展，积极履行企业社会责任，近日中简科技股 份有限公司（以下简称"公司"）及公司董事长杨永岗先生与苏州市 集萃教育基金会（以下简称"基金会"）签署《捐赠协议》，分别向基 金会捐赠人民币 500 万元。 根据《公司章程》《对外捐赠管理制度》等相关规定，公司总经 理办公会已在审批权限内同意公司上述捐赠事项，本次捐赠事项无需 提交公司董事会审议。 二、受赠方基本情况 基金会由北京大学原校长林建华，中国工程院院士、华中科技大 学原校长李培根，长三角国家技术创新中心主任、国家卓越工程师创 新研究院（上海）院长刘庆等教育界专家共同倡议发起，由长三角国 家技术创新中心江苏产研院牵头设立，基本情况如下： | 名称 | 苏州市集萃教育基金会 | | --- | --- | | 注册地址 | 江苏省苏州市相城区高铁新城青龙港路286号长三角国 ...

Core Viewpoint - The commercial aerospace sector is experiencing significant growth driven by supportive government policies and the recent establishment of clearer IPO guidelines for commercial rocket companies, which is expected to accelerate their market entry and boost related industries. Group 1: Market Performance - The Zhongzheng General Aviation Theme Index (931855) rose by 1.62% as of December 29, 2025, with notable increases in constituent stocks such as Guangwei Composites (300699) up 14.57%, Haige Communication (002465) up 10.04%, and Leike Defense (002413) up 9.97% [1] - The General Aviation ETF (561660) increased by 1.70%, marking its fourth consecutive rise, with the latest price reported at 1.2 yuan [1] Group 2: Policy Developments - In November 2025, the National Space Administration issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)", which supports commercial entities in developing new technologies and products, and establishes a national commercial aerospace development fund [1] - The Shanghai Stock Exchange released specific guidelines for commercial rocket companies to access the Sci-Tech Innovation Board, which is expected to expedite the IPO process for leading private commercial rocket firms [2] Group 3: Industry Insights - The commercial rocket sector is identified as the "launch base" of commercial aerospace, with its industrialization expected to drive demand across satellite manufacturing, ground equipment, and space applications [2] - The Zhongzheng General Aviation Theme Index includes 50 listed companies involved in aviation materials, components, aircraft manufacturing, infrastructure, operations, and applications, reflecting the overall performance of the general aviation sector [2] - As of November 28, 2025, the top ten weighted stocks in the Zhongzheng General Aviation Theme Index accounted for 40.68% of the index, including companies like Aerospace Electronics (600879) and China Satellite Communications (601698) [2]