Core Viewpoint - Zhongzhou Special Materials (300963) reported that as of September 19, 2025, the number of shareholders is 40,775 [1] Summary by Relevant Sections - Company Information - Zhongzhou Special Materials has a total of 40,775 shareholders as of the specified date [1]

Market Performance - On September 22, the metal new materials sector rose by 0.85% compared to the previous trading day, with Srey New Materials leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Srey New Materials (688102) closed at 16.56, with a gain of 4.81% and a trading volume of 158,200 shares, amounting to a transaction value of 258 million yuan [1] - Antai Technology (000969) closed at 13.10, up 2.34%, with a trading volume of 219,300 shares and a transaction value of 284 million yuan [1] - Other notable performers include: - Chitong New Materials (300930) at 30.80, up 2.22% [1] - Zhongke Magnetic Industry (301141) at 61.60, up 2.16% [1] - Zhongzhou Special Materials (300963) at 18.18, up 2.13% [1] Fund Flow Analysis - The metal new materials sector experienced a net outflow of 180 million yuan from institutional investors, while retail investors saw a net inflow of 210 million yuan [2] - Notable fund flows include: - Shenzhen New Star (603978) with a net outflow of 95.1 million yuan from institutional investors [3] - Bowei Taijin (601137) with a net inflow of 52.2 million yuan from institutional investors [3] - Antai Technology (000969) with a net inflow of 25.3 million yuan from institutional investors [3]

Group 1 - The company, Zhongzhou Special Materials, primarily focuses on the research, production, and sales of high-temperature alloy materials and products [2] - In the energy storage sector, the company is currently mainly involved in flywheel energy storage applications [2]

Core Insights - Cobalt-based alloys exhibit significant performance advantages, leading to widespread applications in aerospace, marine engineering, energy, medical, and industrial furnace sectors. Aerospace is the largest application field for cobalt-based alloys, primarily used for high-temperature alloy blades and components in aircraft engines and rocket propulsion systems [1][10] - The demand for cobalt-based alloys in China is substantial, with the market size projected to reach 2.35 billion yuan in 2024, reflecting a year-on-year increase of 14.6%. However, limited cobalt resources and high prices restrict capacity expansion, resulting in a relatively small market size [1][10] - The industry is expected to grow as domestic exploration and development of cobalt mines strengthen, ensuring raw material supply and increasing market demand [1][10] Industry Overview - Cobalt-based alloys are hard alloys that resist various types of wear, corrosion, and high-temperature oxidation, primarily composed of cobalt with significant amounts of nickel, chromium, tungsten, and trace elements like molybdenum and niobium. They can be categorized into cobalt-based superalloys, wear-resistant alloys, and magnetic alloys [3][4] - The cobalt-based alloy industry has evolved from its inception in the early 20th century to a phase of comprehensive enhancement and innovative development in the 21st century, driven by the growing demand for high-performance alloy materials in various sectors [5][6] Market Dynamics - The global cobalt reserves are unevenly distributed, with the Democratic Republic of the Congo holding 54.55% of the total reserves. In 2024, global cobalt production is expected to reach approximately 291,300 tons, marking a year-on-year increase of 22.39% [6][8] - In China, the proven cobalt resource reserves account for only about 1% of the global total, necessitating significant imports to meet domestic production needs. The country is actively exploring and developing cobalt resources while enhancing recycling technologies to reduce dependency on imports [7][8] Competitive Landscape - International companies like Precision Castparts Corporation and Kennametal dominate the high-end application sectors, particularly in aerospace and high-end machinery manufacturing. Domestic firms, such as Shanghai Zhongzhou Special Alloy Materials Co., Ltd., are also growing in market share and competitiveness [11][12] - Major Chinese companies involved in cobalt resources, such as Huayou Cobalt and Hanrui Cobalt, are extending their operations into cobalt-based alloy production, leveraging their strengths in raw material supply and technological development [11][12] Future Trends - The cobalt-based alloy industry is expected to see continuous technological innovation to enhance material performance, particularly in high-demand applications. The integration of nanotechnology and composite materials is anticipated to improve the functionality and durability of cobalt-based alloys [15][16] - The demand for cobalt-based alloys is projected to grow significantly in high-end equipment manufacturing sectors, including aerospace, gas turbines, and nuclear power, driven by domestic production acceleration and new applications in the renewable energy sector [15][16] - Green manufacturing practices are becoming increasingly important, focusing on recycling technologies and sustainable production processes to reduce reliance on primary cobalt resources and minimize environmental impact [16]

（文章来源：证券日报） 证券日报网讯中洲特材9月18日在互动平台回答投资者提问时表示，公司产品具体应用领域，请以公司 定期报告为准。 ...

证券代码：300963 证券简称：中洲特材 公告编号：2025-054 提示性公告 公司控股股东、实际控制人冯明明、持股 5%以上股东上海盾佳投资管理有 限公司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 控股股东、实际控制人冯明明先生及其一致行动人上海盾佳投资管理有限公司 （以下简称"上海盾佳"）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》，获悉冯明明先生及其一致行动人上海盾佳持有公司股 份比例变动触及 1%的整数倍。现将有关情况公告如下： 上海中洲特种合金材料股份有限公司 关于持股5%以上股东减持股份进展暨权益变动触及1%的 | 股东 | 股份性质 | 本次变动前持有股份 | | 本次变动后持有股份 | | | --- | --- | --- | --- | --- | --- | | 名称 | | 股数(股) | 占总股本 | 股数(股) | 占总股本 | | | | | 比例(%) | | 比例(%) ...

中洲特材9月11日披露，截至9月10日公司股东户数为43342户，较上期（8月31日）减少3390户，环比降 幅为7.25%。这已是该公司股东户数连续第2期下降。 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。 证券时报•数据宝统计，截至发稿，中洲特材收盘价为18.45元，上涨1.43%，本期筹码集中以来股价累 计下跌9.29%。具体到各交易日，3次上涨，6次下跌。 （原标题：中洲特材最新股东户数环比下降7.25%） 公司发布的半年报数据显示，上半年公司共实现营业收入4.53亿元，同比下降16.96%，实现净利润 3266.44万元，同比下降31.04%，基本每股收益为0.0700元，加权平均净资产收益率3.06%。（数据宝） ...

（文章来源：证券日报） 证券日报网讯 9月8日晚间，中洲特材发布公告称，公司于2025年9月5日召开了公司2025年第一次职工 代表大会。经认真审议，参会职工代表一致同意选举袁智慧先生担任公司第五届董事会职工代表董事。 ...

（文章来源：证券日报） 证券日报网讯 9月8日晚间，中洲特材发布公告称，公司聘任顾嘉意先生为证券事务代表。 ...

截至发稿，中洲特材市值为88亿元。 每经头条（nbdtoutiao）——"中国真正实现了弯道超车"！从美国回来14年，陈智胜亲历中国创新药大 爆发：以前跨国药企不太信任中国数据，但现在不同了 每经AI快讯，中洲特材（SZ 300963，收盘价：19.23元）9月8日晚间发布公告称，公司第五届第一次董 事会会议于2025年9月5日在公司四楼会议室以现场结合通讯方式召开。会议审议了《关于聘任公司董事 会秘书的议案》等文件。 2025年1至6月份，中洲特材的营业收入构成为：高温合金材料及制品行业占比100.0%。 （记者 王晓波） ...