关于使用部分闲置募集资金进行现金管理的公告 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。 重要内容提示： 证券代码：301522 证券简称：上大股份 公告编号：2025-041 中航上大高温合金材料股份有限公司 1、投资种类：现金管理品种为商业银行、证券公司及其他正规金融机构发 行的安全性高、流动性好、单项产品期限最长不超过 12 个月的保本型产品，包 括但不限于结构性存款、定期存款、大额存单、协定存款等； 2、投资金额：不超过人民币 20,000 万元； 3、特别风险提示：上述投资产品主要受货币政策等宏观经济政策的影响。 公司将根据经济形势以及金融市场的变化适时适量地介入，但不排除该项投资受 到市场波动的影响。 中航上大高温合金材料股份有限公司（以下简称"公司"）于 2024 年 10 月 28 日召开第二届董事会第六次会议和第二届监事会第三次会议，分别审议通 过了《关于使用部分闲置募集资金进行现金管理的议案》，同意公司在不影响募 集资金投资计划正常进行的前提下，对部分闲置募集资金进行现金管理，投资金 额不超过人民币 35,000 万元，有效期自公司董事会 ...

Group 1 - The core viewpoint of the news is that Shangda Co., Ltd. has seen a significant stock price increase of 5.2%, reaching 32.99 yuan per share, with a total market capitalization of 12.268 billion yuan [1] - Shangda Co., Ltd. specializes in the research, production, and sales of high-temperature and high-performance alloys, as well as high-quality special stainless steel, with revenue contributions of 52.58% from high-temperature alloys, 44.22% from special stainless steel, and 2.02% from other products [1] - The company was established on August 23, 2007, and was listed on October 16, 2024 [1] Group 2 - Guotai Fund's Guotai Zhongzheng Military Industry ETF (512660) has entered the top ten circulating shareholders of Shangda Co., Ltd., holding 850,700 shares, which is 1.14% of the circulating shares [2] - The ETF has a total scale of 15.601 billion yuan and has achieved a year-to-date return of 14.79% [2] - The ETF's performance ranks 3,234 out of 4,218 in its category this year and 3,146 out of 3,869 over the past year [2] Group 3 - The fund manager of Guotai Zhongzheng Military Industry ETF is Ai Xiaojun, who has a tenure of 11 years and 286 days [3] - Under Ai Xiaojun's management, the fund has achieved a best return of 275.94% and a worst return of -46.54% [3]

Group 1 - The core viewpoint of the news is that Shangda Co., Ltd. has seen a significant stock price increase of 5.2%, reaching 32.99 yuan per share, with a total market capitalization of 12.268 billion yuan [1] - Shangda Co., Ltd. specializes in the research, production, and sales of high-temperature and high-performance alloys, as well as high-quality special stainless steel, with its main business revenue composition being 52.58% from high-temperature and high-performance alloys, 44.22% from high-quality special stainless steel, and 2.02% from other products [1] - The company was established on August 23, 2007, and was listed on October 16, 2024 [1] Group 2 - Among the top ten circulating shareholders of Shangda Co., Ltd., Huaxia Fund's Huaxia CSI 1000 ETF (159845) has recently entered, holding 402,500 shares, which accounts for 0.54% of the circulating shares [2] - The Huaxia CSI 1000 ETF has a total scale of 38.227 billion yuan and has achieved a return of 24.6% this year, ranking 2108 out of 4218 in its category [2] - The fund manager of Huaxia CSI 1000 ETF is Zhao Zongting, who has been in the position for 8 years and 191 days, with the fund's total asset scale reaching 305.809 billion yuan [3]

Core Viewpoint - The company, Zhonghang Shanda High-Temperature Alloy Materials Co., Ltd., has shown fluctuations in stock performance and financial metrics, indicating potential investment opportunities and risks in the context of its market activities and financial health [1][2]. Financing and Trading Activity - On October 20, the stock price of Shanda increased by 0.30%, with a trading volume of 50.57 million yuan. The margin trading data indicated a financing buy of 3.68 million yuan and a repayment of 7.19 million yuan, resulting in a net financing outflow of 3.51 million yuan. The total margin balance reached 156 million yuan [1]. - The current financing balance of 156 million yuan accounts for 1.82% of the circulating market value [1]. - In terms of securities lending, on October 20, 9,800 shares were repaid while 600 shares were sold, amounting to a selling value of 18,300 yuan at the closing price. The remaining securities lending balance was 3.67 million yuan [1]. Financial Performance - For the first half of 2025, Shanda reported a revenue of 1.211 billion yuan, reflecting a year-on-year decrease of 6.48%. The net profit attributable to shareholders was 59.80 million yuan, down 34.67% compared to the previous year [2]. - Cumulatively, the company has distributed a total of 43.51 million yuan in dividends since its A-share listing [3]. Shareholder Structure - As of September 19, the number of shareholders for Shanda was 25,800, a decrease of 7.03% from the previous period. The average number of circulating shares per shareholder increased by 7.56% to 2,882 shares [2]. - Notable institutional holdings include the Guotai CSI Military Industry ETF, which is the second-largest shareholder with 850,700 shares, and several other ETFs that have recently entered the top ten shareholders list [3].

Group 1 - The company has successfully developed and delivered high-end products such as ultra-pure stainless steel TP316H and TP316L forged bars for the nuclear engineering sector, which are used in domestic third and fourth generation nuclear projects [2] - Recently, the company has also developed and successfully delivered special alloy materials for the "BEST" fusion experimental reactor to downstream customers [2]

Core Insights - The company has successfully developed and delivered high-end products such as ultra-pure stainless steel TP316H and TP316L forged bars for nuclear engineering applications [1] - These products are utilized in domestic third and fourth generation nuclear engineering projects [1] - Recently, the company has also developed and successfully delivered special alloy materials for the "BEST" fusion experimental reactor to downstream customers [1]

Group 1 - The company has successfully developed and delivered ultra-pure stainless steel TP316H and TP316L forged bars for nuclear engineering applications, which meet high technical requirements and performance indicators [1] - These high-end products are being utilized in some domestic third and fourth generation nuclear engineering projects [1] - Recently, the company has also developed and successfully delivered special alloy materials for the "BEST" fusion experimental reactor to downstream customers [1]

Core Insights - On October 13, 2023, Shangda Co., Ltd. saw a stock price increase of 1.67% with a trading volume of 86.44 million yuan [1] - The company reported a net financing purchase of 1.625 million yuan on the same day, with a total financing and securities balance of 143 million yuan [1][2] - For the first half of 2025, Shangda Co., Ltd. achieved a revenue of 1.211 billion yuan, a year-on-year decrease of 6.48%, and a net profit of 59.798 million yuan, down 34.67% year-on-year [2] Financing and Trading Activity - On October 13, 2023, the financing purchase amounted to 8.136 million yuan, while the financing balance was 143 million yuan, representing 5.71% of the circulating market value [1] - The company had no shares repaid in the securities lending market on the same day, with 100 shares sold, totaling 3,354 yuan [1] Shareholder and Institutional Holdings - As of September 19, 2023, the number of shareholders for Shangda Co., Ltd. was 25,800, a decrease of 7.03% from the previous period, while the average circulating shares per person increased by 7.56% to 2,882 shares [2] - As of June 30, 2025, several ETFs emerged as significant shareholders, including Guotai Zhongzheng Military Industry ETF and Southern Zhongzheng 1000 ETF, both of which were new entrants among the top ten shareholders [3]

证券日报网讯10月13日晚间，上大股份（301522）发布关于部分首次公开发行前已发行股份及首次公开 发行战略配售股份上市流通的提示性公告称，本次上市流通的限售股为公司部分首次公开发行前已发行 股份及首次公开发行战略配售股份。本次解除限售股东户数为48户，其中首次公开发行前已发行股份限 售的股东户数为44户，解除限售股份的数量为188，450，000股，占总股本的比例为50.6768%；首次公 开发行战略配售股东户数为4户，解除限售股份的数量为18，593，333股，占公司总股本的5%。本次解 除限售股份数量总计为207，043，333股，占公司总股本的55.6768%，限售期为自公司股票首次公开发 行并上市之日起12个月。本次拟解除限售的股份上市流通日期为2025年10月16日(星期四)。 ...

中国国际金融股份有限公司 关于中航上大高温合金材料股份有限公司 部分首次公开发行前已发行股份及首次公开发行战略配售 股份上市流通的核查意见 中国国际金融股份有限公司（以下简称"保荐机构"）作为中航上大高温合 金材料股份有限公司（以下简称"上大股份"或"公司"）的保荐机构，根据《证 券发行上市保荐业务管理办法》《深圳证券交易所创业板股票上市规则》《深圳证 券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》有关法律、 行政法规、部门规章及业务规则的要求，对上大股份部分首次公开发行前已发行 股份及首次公开发行战略配售股份上市流通的事项进行了核查，具体情况如下： 一、首次公开发行前已发行股份及战略配售股份概况 2 经中国证券监督管理委员会《关于同意中航上大高温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〔2024〕925 号）同意注册，公司首 次公开发行人民币普通股（A 股）92,966,667 股，并于 2024 年 10 月 16 日在深 圳证券交易所创业板上市交易。 首次公开发行前公司总股本为 278,900,000 股，首次公开发行股票完成后公 司总股本为 371,866,66 ...