Group 1: Company Overview and Performance - The company introduced its operational performance for 2024 and future development plans, highlighting a sales volume of 5,233.85 tons and a production volume of 5,209.13 tons, resulting in a sales-to-production ratio of 100.47% [3][4] - The planned production capacities for the second and third phases of Jiangsu Xinzhongzhou are 3,000 tons and 4,500 tons respectively [3][4] Group 2: Market and Product Focus - The company's product sales primarily cover sectors such as oil, chemicals, new energy, nuclear power, marine engineering, and automotive components [3][4] - The company’s 3D printing powder, which includes cobalt-based, nickel-based, and iron-based high-temperature alloy powders, currently contributes a small proportion to overall revenue [3][4] Group 3: Competitive Landscape - The company differentiates itself from competitors like Tunan Co. and Steel Research High-Tech by focusing on civilian high-temperature corrosion-resistant alloys, primarily serving the oil, chemical, nuclear, and new energy sectors [3][4] - The company plans to maintain market share through specialized and differentiated strategies, enhancing product technology and competitiveness [11] Group 4: Research and Development - The company collaborates with Shanghai Jiao Tong University to establish a joint research center for high-end metal special materials, emphasizing the importance of R&D and new product development [6][9] - Future R&D will focus on core components for nuclear power, marine engineering, new energy, high-end manufacturing equipment, and 3D printing ultra-fine powders [9][10] Group 5: International Expansion and Market Strategy - The company aims to expand its international market presence while optimizing product structure and increasing its share among high-end overseas clients [8] - The company has already exported its 3D printing powders to Europe and the United States and plans to increase application scenarios based on market demand [11] Group 6: Financial Management and Risk Mitigation - The company employs cost-plus pricing, timely bulk purchasing, and lean production to mitigate the impact of commodity price fluctuations on profit margins [11] - The company is positioned to leverage the growth potential in the high-temperature alloy industry, which is still in its early stages in China [11]

Group 1: 3D Printing Technology Development - The development of smart manufacturing technology has made 3D printing an important force in cultivating new productive forces in China [1] - 3D printing technology is transitioning from an optional choice to a necessary option in high-end manufacturing fields such as aerospace [7] - The global 3D printing market is expected to reach $88.3 billion by 2030, while the Chinese 3D printing equipment market is projected to exceed 120 billion yuan by 2029, with a compound annual growth rate of approximately 19.5% from 2024 to 2029 [7] Group 2: Company Activities in 3D Printing - Companies like Protolabs predict significant growth in the 3D printing market, indicating a robust future for the industry [7] - A-share market has over 30 stocks related to 3D printing, with companies like Jinggong Technology focusing on robot-related 3D printing equipment [7] - Aitide has developed 3D printing zirconia ceramic technology and has received FDA and NMPA registration for its high solid content printing materials [7] Group 3: Market Performance and Trends - The average increase of 3D printing concept stocks is 17.18% year-to-date, with four stocks seeing cumulative gains over 50% [10] - Sixteen 3D printing concept stocks have seen a daily average trading volume increase of over 10% since May, with five stocks doubling their trading volume [11] - As of May 12, eight stocks have a rolling price-to-earnings ratio below 40, indicating potential investment opportunities [11]

证券代码：300963 证券简称：中洲特材 公告编号：2025-028 上海中洲特种合金材料股份有限公司 关于持股5%以上股东减持股份计划实施完毕的公告 公司持股 5%以上股东徐亮保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2、股东本次减持前后持股情况 | 股东名称 | 股份性质 | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 股数（股） | 占总股本 | 股数（股） | 占总股本 | | | | | 比例 | | 比例 | | 徐亮 | 合计持有股份 | 19,926,270 | 6.08% | 16,650,270 | 5.08% | | | 其中：无限售条件股份 | 4,981,568 | 1.52% | 1,705,568 | 0.52% | | | 有限售条件股份 | 14,944,702 | 4.56% | 14,944,702 | 4.56% | 二、其他相关情况说明 1、徐亮先生本次减持未 ...

国投证券股份有限公司 关于上海中洲特种合金材料股份有限公司 首次公开发行股票并在创业板上市之持续督导保荐总结报告书 经中国证券监督管理委员会《关于同意上海中洲特种合金材料股份有限公司 首次公开发行股票注册的批复》（证监许可[2021]555 号）同意注册，并经深圳证 券交易所《关于上海中洲特种合金材料股份有限公司人民币普通股股票在创业板 上市的通知》（深证上[2021]367 号）同意，上海中洲特种合金材料股份有限公司 （以下简称"中洲特材"或"公司"）首次公开发行人民币普通股（A 股）股票 30,000,000 股，每股面值人民币 1.00 元，公司首次公开发行股票前股本总额为 90,000,000 股，首次发行后股本总额为 120,000,000 股。公司股票于 2021 年 4 月 9 日在深圳证券交易所上市，持续督导期间为 2021 年 4 月 9 日至 2024 年 12 月 31 日。2024 年 12 月 31 日，国投证券股份有限公司（以下简称"国投证券"或 "保荐机构"）担任公司首次公开发行股票并在创业板上市的持续督导机构的持 续督导期已结束，公司募集资金已使用完毕。 根据中国证券监督管理委 ...

5月6日沪指上涨1.13%，盘后龙虎榜数据显示，机构现身26只个股龙虎榜，净买入11只，净卖出15只。 深沪股通席位出现在11只个股龙虎榜。 证券时报·数据宝统计显示，5月6日机构专用席位现身26只个股龙虎榜，合计净买入4.28亿元。个股来 看，净买入11只，净卖出15只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是青岛金王，该股今日收盘涨停，全天换手率为19.60%，成交额为 10.06亿元。因日涨幅偏离值达7.75%上榜龙虎榜，前五大买卖营业部中有4家机构专用席位，为买一、 买二、买三、买四，合计净买入15579.01万元。资金流向方面，该股全天资金净流入2.85亿元。 中洲特材，今日收盘涨停，全天换手率为31.75%，成交额为10.93亿元。因日收盘价涨幅达20.00%上榜 龙虎榜，前五大买卖营业部中有4家机构专用席位，为买一、买三、买四、买五，合计净买入14060.49 万元。资金流向方面，该股全天资金净流入1.47亿元。 振江股份，今日收盘上涨3.89%，全天换手率为27.86%，成交额为14.08亿元。因日换手率达27.86%上榜 龙虎榜，前五大买卖营业部中有3家机构专用席位，为买一、买 ...

证券代码：300963 证券简称：中洲特材 公告编号：2025-027 上海中洲特种合金材料股份有限公司 提示性公告 公司持股 5%以上股东徐亮保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 上海中洲特种合金材料股份有限公司（以下简称"公司"）于近日收到公司 持股 5%以上股东徐亮先生出具的《关于持股 5%以上股东减持股份进展暨权益变 动触及 1%的告知函》，获悉徐亮先生于 2025 年 4 月 30 日通过集中竞价交易方 式减持其持有的公司股份 444,100 股。徐亮先生持有公司股份比例从 6.08%下降 至 5.95%。现将有关情况公告如下： | 1.基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 | 徐亮 | | | | 住所 | 上海市普陀区东兴路 | | | | 权益变动时间 | 2025 年 4 月 30 日 | | | | 权益变动过程 | 徐亮先生因个人资金需求于 2025 年 4 月 | 日通过集中竞价交 | 30 | | | 易方式减持 ...

Core Viewpoint - The Chinese asset market is experiencing a strong rally, with significant gains in A-shares and Hong Kong stocks following the May Day holiday, driven by various sectors including consumer goods, nuclear fusion, and rare earths [2][3][8]. A-Share Market Performance - On the first trading day after the May Day holiday, A-shares saw a broad increase, with the Shanghai Composite Index rising over 1% to above 3300 points, and the Shenzhen Component and ChiNext Index increasing nearly 2% [2]. - The Shanghai Composite Index closed at 3316.11 points, up 1.13%, while the Shenzhen Component rose 1.84% to 10082.33 points, and the ChiNext Index gained 1.97% to 1986.41 points [2]. - The total trading volume in the Shanghai and Shenzhen markets reached 13646 billion yuan, an increase of over 1700 billion yuan compared to the previous day [2]. Nuclear Fusion Sector - The controlled nuclear fusion concept saw a significant surge, with stocks like Zhongzhou Special Materials and Jiusheng Electric hitting the 20% limit up [5]. - The Hefei compact fusion energy experimental device (BEST) project has commenced ahead of schedule, aiming to demonstrate fusion energy generation and advance plasma physics research [7]. - Analysts suggest that controlled nuclear fusion could be the ultimate energy solution for humanity, with a promising commercial development outlook [7]. Rare Earth Sector - The rare earth sector experienced a strong rally, with stocks like Jiuling Technology and Dadi Bear hitting the 30% limit up [8]. - Following China's announcement of export controls on certain rare earth items, prices for rare earth metals have surged, with dysprosium prices doubling to $850 per kilogram and terbium prices increasing over 210% to $3000 per kilogram [10]. - Analysts believe that the export controls will lead to a short-term surge in overseas rare earth prices, while domestic processing companies will benefit from expanded profit margins [10]. Consumer Sector - Consumer stocks showed strong performance, particularly in the Hong Kong market, with stocks like Andeli Juice and Tea Hundred Road seeing significant gains [12]. - In the A-share market, Andeli hit the limit up, and other food and beverage stocks also performed well, reflecting a 6.3% year-on-year increase in sales for key retail and catering enterprises during the May Day holiday [13]. - The positive consumer sentiment is expected to continue, supported by consumption-boosting policies [13].

中洲特材（300963）今日20cm涨停，成交额10.93亿元，换手率31.75%，盘后龙虎榜数据显示，4家机 构专用席位净买入1.41亿元。 ...

证券代码：300963 证券简称：中洲特材 公告编号：2025-026 2025 年 5 月 6 日 出席本次年度业绩说明会的人员有：董事长冯明明先生，董事兼总经理蒋俊 先生，董事兼副总经理冯晓航先生，独立董事宋长发先生，董事会秘书兼副总经 理祝宏志先生，财务总监兼副总经理潘千女士。 为充分尊重投资者、提升交流的针对性，现就公司2024年年度业绩说明会提 前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于2025年5 月13日前通过上述网址或小程序进行会前提问,公司将在2024年年度业绩说明会 上，对投资者普遍关注的问题进行回答。 欢迎广大投资者积极参与本次年度业绩说明会。 特此公告。 上海中洲特种合金材料股份有限公司董事会 上海中洲特种合金材料股份有限公司 关于召开2024年年度业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 上海中洲特种合金材料股份有限公司（以下简称"公司"）已于2025年4月 29日披露了《2024年年度报告》，为了让广大投资者进一步了解公司经营情况， 公司定于2025年5月13日（星期二）下午15:00至1 ...

Core Viewpoint - The controlled nuclear fusion sector is experiencing significant growth, driven by recent advancements and investments in fusion technology, particularly highlighted by the completion of the world's largest superconducting magnet system by the ITER organization [3]. Group 1: Market Performance - On May 6, the controlled nuclear fusion sector saw strong performance, with stocks such as Jiusheng Electric rising by 20%, and companies like Hailu Heavy Industry, Xue Ren Co., and others also experiencing significant gains [1]. - Notable stock performances included: - Heguang Intelligent: +10.00% with a market cap of 5.33 billion - Jiusheng Electric: +19.97% with a market cap of 3.46 billion - Other companies also reported gains exceeding 10% [2]. Group 2: Industry Developments - The ITER project, a major international collaboration involving multiple countries, aims to explore the commercial viability of controlled nuclear fusion technology, marking a significant milestone in the field [3]. - There is a growing trend of collaboration between leading IT and transportation companies with nuclear energy firms to develop small reactors for powering data centers and other applications [3]. Group 3: Institutional Insights - The nuclear fusion sector is recognized as a burgeoning industry, with increasing government support and capital investment, attracting long-term investments from major companies like Amazon and Microsoft [4]. - The Tokamak nuclear fusion market is projected to reach 681 billion by 2025-2030, with potential growth to 3 trillion by 2030-2035 as commercial reactors become operational [4]. - In China, nuclear power equipment investment is expected to grow from 25.7 billion in 2023 to a peak of 87.5 billion by 2028, indicating a compound annual growth rate (CAGR) of 26.91% [4].