（文章来源：证券日报） 证券日报网讯 2月26日，上大股份在互动平台回答投资者提问时表示，关于公司经营情况可关注公司拟 于2026年4月29日披露的《2025年年度报告》。 ...

证券日报网讯2月24日，上大股份（301522）在互动平台回答投资者提问时表示，公司已与主要航天企 业开展合作，成为高温合金等材料的合格供应商，产品主要用于固体火箭发动机壳体、液体火箭发动机 热端部件、火箭平衡舵轴等结构件和其他航天器耐高温、高强度关键零部件的制造。公司参与了多型号 相关航天发动机等装备所用特种合金产品的试制验证和批产交付工作。 ...

格隆汇2月24日｜上大股份在互动平台表示，公司已与主要航天企业开展合作，成为高温合金等材料的 合格供应商，产品主要用于固体火箭发动机壳体、液体火箭发动机热端部件、火箭平衡舵轴等结构件和 其他航天器耐高温、高强度关键零部件的制造。公司参与了多型号相关航天发动机等装备所用特种合金 产品的试制验证和批产交付工作。 ...

每经AI快讯，2月24日，上大股份在互动平台表示，公司已与主要航天企业开展合作，成为高温合金等 材料的合格供应商，产品主要用于固体火箭发动机壳体、液体火箭发动机热端部件、火箭平衡舵轴等结 构件和其他航天器耐高温、高强度关键零部件的制造。公司参与了多型号相关航天发动机等装备所用特 种合金产品的试制验证和批产交付工作。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the article highlights that the company is actively advancing the certification process for its products in the civil aviation sector, specifically with COMAC [1] - The company has successfully obtained certification for some high-temperature alloy products, which are now being applied in its products [1]

Core Viewpoint - The company has successfully developed and delivered high-temperature alloys such as GH3535 and Inconel 718 for nuclear engineering applications, indicating a strong position in the nuclear sector [1] Group 1: Product Development - The company has successfully developed multiple grades of high-temperature alloys for nuclear engineering, which are now being used in domestic third and fourth-generation nuclear projects [1] - The company has a long-term research and technology accumulation that allows some of its products to be applicable in advanced nuclear technologies such as controlled nuclear fusion and thorium molten salt reactors [1]

Core Viewpoint - The company, Zhonghang Shanda High-Temperature Alloy Materials Co., Ltd., is experiencing fluctuations in its stock performance and financial metrics, indicating potential investment opportunities and risks in the high-temperature alloy and special stainless steel market. Group 1: Stock Performance - On February 9, the stock price of Shanda increased by 1.73%, with a trading volume of 303 million yuan [1] - The margin trading data shows a financing buy amount of 34.28 million yuan and a financing repayment of 38.86 million yuan, resulting in a net financing buy of -4.57 million yuan [1] - As of February 9, the total margin trading balance for Shanda is 487 million yuan, which accounts for 4.40% of its circulating market value, indicating a high level compared to the past year [1] Group 2: Financial Performance - For the period from January to September 2025, Shanda reported an operating income of 1.805 billion yuan, a year-on-year decrease of 4.10% [2] - The net profit attributable to shareholders for the same period was 76.58 million yuan, reflecting a significant year-on-year decline of 38.60% [2] Group 3: Shareholder Information - As of September 30, the number of shareholders for Shanda is 25,500, which is a decrease of 1.12% compared to the previous period [2] - The average circulating shares per person increased by 1.13% to 2,914 shares [2] - The top ten circulating shareholders include various ETFs, with notable changes in holdings, such as a decrease of 115,300 shares for Guotai Zhongzheng Military Industry ETF [3]

Group 1 - Hailanxin (300065) benefits from the collaborative development of the capital urban area port cluster and the intelligent upgrade of shipping, leading to strong growth momentum for the company [1][34] - The company specializes in marine electronic information systems and marine engineering equipment, with a leading position in domestic navigation technology [1][34] - The demand for technology support is expected to increase due to the acceleration of intelligent transformation at key ports like Tianjin and Tangshan [1][34] Group 2 - Jingtou Development (600683) focuses on the development of rail transit properties, leveraging the construction of a cross-regional rail transit network to unlock land value along the routes [2][36] - The company has developed a mature "rail + property" model and holds multiple patents in core technologies related to rail property [2][36] - The ongoing construction in key areas like Beijing's sub-center and Xiong'an New Area aligns with the demand for residential and industrial support due to population relocation [2][36] Group 3 - Chengjian Development (600266) is positioned to benefit from the accelerated urban renewal and non-capital function relief, which creates sustained demand for urban development and infrastructure projects [3][37] - The company has extensive experience in old city renovation and affordable housing construction, participating deeply in the quality upgrade projects of core cities [3][37] - The company’s land reserves and project resources in key areas can directly meet the housing and industrial space needs arising from population relocation [3][37] Group 4 - Langfang Development (600149) is strategically positioned in the land development business in the Beijing area, benefiting from the integration of Tongzhou and the North Three Counties [4][38] - The company can leverage local resource advantages to undertake land consolidation and infrastructure construction projects [4][38] - The demand for land development is expected to be rigidly released due to the implementation of cross-regional demonstration policies [4][38] Group 5 - Julisi (002342) sees a surge in demand for engineering equipment and rigging due to large-scale infrastructure projects in the urban area [5][39] - The company specializes in engineering rigging and lifting equipment, widely used in construction scenarios such as bridges and ports [5][39] - The integration of transportation in the Beijing-Tianjin-Hebei region is expected to drive significant growth in the company's product demand [5][39] Group 6 - Huasheng Tiancai (600410) focuses on cloud computing and digital services, capitalizing on the digital infrastructure upgrade and industrial digital transformation in the urban area [6][40] - The company has a comprehensive digital technology system and rich industry service experience [6][40] - The demand for digital services is expected to grow as the region develops smart transportation and digital governance applications [6][40] Group 7 - Jinyu Group (601992) is a leading supplier of building materials in the Beijing-Tianjin-Hebei region, benefiting from the ongoing construction boom and urban renewal [7][41] - The company’s product offerings include cement, concrete, and aggregates, with a strong supply chain advantage [7][41] - The demand for building materials is expected to rise significantly due to large-scale infrastructure and housing projects [7][41] Group 8 - Jidong Equipment (000856) is positioned to benefit from the upgrade of traditional industries and the demand for equipment renewal in the building materials sector [8][42] - The company specializes in cement equipment manufacturing and engineering services, with a strong technical capability [8][42] - The demand for high-end cement equipment and environmental renovation technology is expected to grow as the region pushes for green upgrades [8][42] Group 9 - Fushi Holdings (300071) focuses on brand marketing and public relations, benefiting from the growing demand for brand promotion in the urban area [9][43] - The company has a full-chain marketing service capability and serves clients across multiple industries [9][43] - The demand for customized marketing solutions is expected to rise as many enterprises establish and upgrade their brands [9][43] Group 10 - Huaxia Happiness (600340) specializes in the development and operation of industrial new towns, benefiting from the influx of industries due to non-capital function relief [10][44] - The company has a mature operational model that integrates industrial introduction and urban support [10][44] - The value of industrial new towns is expected to increase as the region enhances transportation and public services [10][44] Group 11 - Hongqiang Co., Ltd. (002809) sees a rigid growth in demand for concrete additives due to large-scale infrastructure projects [11][45] - The company specializes in concrete additives and new building materials, with stable product performance [11][45] - The demand for concrete is expected to rise significantly, driving the growth of the additives market [11][45] Group 12 - Siwei Tuxin (002405) is positioned to benefit from the rapid development of smart transportation and the growth of the connected vehicle and autonomous driving industries [12][46] - The company specializes in navigation maps and connected vehicle services, with leading technology in high-precision mapping [12][46] - The demand for smart transportation solutions is expected to grow as the region promotes intelligent upgrades in transportation systems [12][46] Group 13 - Leike Defense (002413) focuses on radar systems and electronic countermeasures, benefiting from the dual growth in defense and civilian security demands [13][48] - The company has core technologies and intellectual property rights in the defense and civilian security sectors [13][48] - The demand for security solutions is expected to increase as the region enhances its security capabilities [13][48] Group 14 - Aerospace Technology (000901) is involved in the aerospace equipment manufacturing sector, benefiting from the integration of innovation resources and the upgrade of high-end manufacturing [14][49] - The company leverages its aerospace technology advantages to participate in regional aerospace projects [14][49] - The demand for aerospace technology applications is expected to grow as the region develops its aerospace industry [14][49] Group 15 - Keri International (300662) focuses on human resources services, benefiting from the accelerated flow of talent and the growing demand for high-end talent in the urban area [15][50] - The company provides comprehensive human resources services, covering various industries [15][50] - The demand for customized human resources solutions is expected to rise as enterprises upgrade and expand [15][50] Group 16 - Tanshijia (300005) is positioned to benefit from the growth in outdoor leisure demand and the development of ecological tourism resources [16][51] - The company specializes in outdoor apparel and equipment, with a strong brand presence in the outdoor products industry [16][51] - The demand for outdoor products is expected to grow as consumer awareness of outdoor activities increases [16][51] Group 17 - Gangyan Gaona (300034) focuses on high-temperature alloy materials, benefiting from the rapid development of aerospace and new energy sectors [17][52] - The company specializes in the research and production of high-end alloy materials, with leading technology in the field [17][52] - The demand for high-temperature alloys is expected to grow as the region promotes high-end manufacturing upgrades [17][52] Group 18 - Electronic City (600658) focuses on the development and operation of technology parks, benefiting from the demand for innovation resources and the establishment of tech enterprises [18][53] - The company has extensive experience in park operation and enterprise incubation [18][53] - The demand for technology parks is expected to grow as the region promotes innovation and collaboration [18][53] Group 19 - Shangda Co., Ltd. (301522) specializes in the processing of special steel materials, benefiting from the growing demand for high-end materials in traditional industries [19][54] - The company focuses on the deep processing of special steel, with significant advantages in material processing technology [19][54] - The demand for special steel products is expected to rise as the region promotes the upgrade of manufacturing industries [19][54] Group 20 - Jikai Co., Ltd. (002691) focuses on mining equipment and intelligent upgrades, benefiting from the demand for efficient resource development [20][55] - The company specializes in mining machinery and technical services, with a strong service network [20][55] - The demand for intelligent mining equipment is expected to grow as the region promotes equipment renewal [20][55] Group 21 - Xinhua News (603888) focuses on news dissemination and digital content services, benefiting from the growing demand for media and cultural industries [21][56] - The company has authoritative information channels and strong content creation capabilities [21][56] - The demand for customized media solutions is expected to rise as the region promotes cultural integration and digital transformation [21][56]

Group 1 - The company announced that its employee strategic placement asset management plan will reduce holdings by 7.5327 million shares, accounting for 2.03% of the total share capital, at an average price of 33.15 yuan per share [1] - Prior to the reduction, the company held 9.2967 million shares, representing 2.50% of the total shares, and after the reduction, it will hold 1.764 million shares, which is 0.47% of the total [1]

证券代码：301522 证券简称：上大股份 公告编号：2026-002 中航上大高温合金材料股份有限公司 关于员工战略配售资管计划股份减持完成的公告 公司股东中金公司－中国银行－中金上大股份 1 号员工参与战略配售集合 资产管理计划保证向本公司提供的信息披露内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 中航上大高温合金材料股份有限公司（以下简称"公司"）于 2025 年 11 月 5 日在巨潮资讯网披露了《关于持股 5%以上股东、特定股东及员工战略配售资 管计划减持股份的预披露公告》（公告编号：2025-042），公司股东中金公司－ 中国银行－中金上大股份 1 号员工参与战略配售集合资产管理计划（以下简称 "员工战略配售资管计划"）计划自上述公告披露之日起 15 个交易日后的 3 个 月内以大宗交易或集中竞价交易方式减持公司股份不超过 7,628,530 股（占公司 总股本的 2.05%）。 公司于近日收到员工战略配售资管计划管理人出具的《关于股份减持计划实 施完成的告知函》，员工战略配售资管计划在 2025 年 12 月 1 日至 2026 年 1 月 30 日期间，通过集中竞价交易方式合计 ...