证券日报网讯12月29日，上大股份（301522）在互动平台回答投资者提问时表示，在海外航空航天领 域，公司已通过多个国际航空航天企业的资质认证，并建立了合作关系。 ...

格隆汇12月29日丨上大股份(301522.SZ)在互动平台表示，在航天领域，公司现已取得主要航天企业的 资质认证，并长期稳定批产供货。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。 ...

Group 1 - The new stock and newly listed sector continues to exhibit a speculative trend, with localized highlights becoming more pronounced. The current adjustment cycle has lasted nearly four months, and the negative impact from the failure to reach a bottom in early December is expected to have been digested over the past few weeks. A turning point for this adjustment cycle may be approaching [1][2][13] - The average increase in the new stock sector since the beginning of 2024 is approximately 1.2%, with about 60.1% of stocks achieving positive returns, indicating a recovery from the previous week’s average decline of -2.0% [1][13][28] - External catalysts are increasing, including the central bank's encouragement to raise long-term capital investment in A-shares, which may boost overall market risk appetite. Additionally, the Shanghai Stock Exchange's new listing standards for commercial aerospace companies may enhance trading enthusiasm in current popular themes [2][13] Group 2 - The focus remains on technology sectors, particularly in areas such as AI computing power, robotics, and commercial aerospace, which have significant long-term growth potential. Continuous attention and active search for emerging hotspots within these sectors are recommended [3][13] - For sectors that are currently popular, it is advised to manage the rhythm of adjustments and consider rotational investments, including innovative pharmaceuticals, new energy, new consumption, and non-ferrous chemicals [3][13] Group 3 - Upcoming new stocks include Qiangyi Co., Yufan Technology, Shuangxin Environmental Protection, and Hengdong Light [4][33] - Last week, three new stocks were available for online subscription, with an average issuance price-earnings ratio of 18.7X and an average subscription success rate of 0.0210% [5][21] - The average first-day increase for newly listed stocks last week was approximately 265%, indicating sustained high trading enthusiasm, although this was a slight decrease from the previous week’s average of 343% [5][25][26]

上大股份公告，持股5%以上股东国投矿业投资有限公司原计划在三个月内通过集中竞价减持不超过350 万股，占公司总股本0.94%；2025年12月25日至2025年12月26日已减持300万股，占0.81%，持股比例由 13.45%降至12.64%，触及1%整数倍。 ...

Market Overview - On December 26, the metal new materials sector rose by 0.03% compared to the previous trading day, with Shenzhen Xinxing leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Stock Performance - Shenzhen Xinxing (603978) closed at 31.71, with a significant increase of 9.99% and a trading volume of 297,800 shares [1] - Youyan Powder Materials (688456) saw a rise of 5.36%, closing at 75.49 with a trading volume of 126,400 shares [1] - Other notable performers include: - Shangda Co., Ltd. (301522) up 3.43% at 39.80 [1] - Antai Technology (000969) up 1.33% at 20.64 [1] - Zhengke Materials (600255) up 0.75% at 4.01 [1] Fund Flow Analysis - The metal new materials sector experienced a net outflow of 446 million yuan from institutional investors, while retail investors saw a net inflow of 537 million yuan [2] - The overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors are actively buying [2] Individual Stock Fund Flow - Shenzhen Xinxing (603978) had a net inflow of 213 million yuan from institutional investors, but a net outflow of 89.12 million yuan from retail investors [3] - Antai Technology (000969) reported a net inflow of 56.89 million yuan from institutional investors, while retail investors had a net outflow of 89.80 million yuan [3] - Other stocks like Longmag Technology (300835) and Dadi Bear (688077) also showed varied fund flows, indicating differing investor sentiments across the sector [3]

证券代码：301522 证券简称：上大股份 公告编号：2025-047 中航上大高温合金材料股份有限公司 关于持股5%以上股东持股变动触及1%整数倍的公告 持股 5%以上股东国投矿业投资有限公司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。 公司于近日收到国投矿业出具的《关于减持中航上大高温合金材料股份有限 公司股份比例触及 1%整数倍的告知函》，国投矿业在 2025 年 12 月 25 日至 2025 年 12 月 26 日期间，通过集中竞价交易方式合计减持公司股份 3,000,000 股（占 公司总股本的 0.81%）。本次权益变动导致国投矿业持股比例由 13.45%减少至 12.64%，触及 1%的整数倍。现将有关情况公告如下： | 1.基本情况 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 国投矿业投资有限公司 | | | | | | | | | | | | 住所 | 北京市西城区阜成门北大 ...

（文章来源：证券时报网） 数据宝统计，截至14:32，上大股份成交额16.65亿元，创2024年10月22日以来新高。最新股价上涨 3.64%，换手率15.45%。上一交易日该股全天成交额为16.60亿元。 据天眼查APP显示，中航上大高温合金材料股份有限公司成立于2007年08月23日，注册资本37186.6667 万人民币。（数据宝） ...

12月26日，上大股份盘中上涨2.13%，截至09:53，报39.30元/股，成交4.89亿元，换手率4.48%，总市值 146.14亿元。 资金流向方面，主力资金净流出1541.60万元，特大单买入4236.20万元，占比8.65%，卖出5807.17万 元，占比11.86%；大单买入1.24亿元，占比25.28%，卖出1.23亿元，占比25.22%。 上大股份今年以来股价涨8.02%，近5个交易日涨12.74%，近20日涨26.29%，近60日涨21.18%。 资料显示，中航上大高温合金材料股份有限公司位于河北省清河县挥公大道16号，成立日期2007年8月 23日，上市日期2024年10月16日，公司主营业务涉及高温及高性能合金、高品质特种不锈钢等特种合金 产品的研发、生产和销售。主营业务收入构成为：高温及高性能合金52.58%，高品质特种不锈钢 44.22%，其他产品2.02%，其他(补充)1.17%。 上大股份所属申万行业为：有色金属-金属新材料-其他金属新材料。所属概念板块包括：高温合金、核 聚变、核电、航天军工、军民融合等。 截至9月30日，上大股份股东户数2.55万，较上期减少1.12%；人均流 ...

证券日报网讯12月25日，上大股份（301522）在互动平台回答投资者提问时表示，公司经十余年探索创 新，自主研发了高温合金返回料循环再生利用技术，在产品质量提升、质量稳定性控制、成本控制和确 保战略资源安全及时供应方面具有优势，更符合商业航天对高温合金材料质量和成本的相关要求。 ...

证券之星消息，12月25日金属新材料板块较上一交易日上涨2.23%，有研粉材领涨。当日上证指数报收 于3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。金属新材料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) | | --- | --- | --- | --- | --- | --- | | 688456 | 有研粉材 | 71.65 | 11.71% | 17.48万 | 11.96亿 | | 920576 | 天力复合 | 86.81 | 9.06% | 12.55万 | 10.53亿 | | 301522 | 上大股份 | 38.48 | 7.46% | 43.92万 | 16.60亿 | | 688102 | 斯瑞新材 | 38.58 | 6.87% | 67.00万 | 25.37亿 | | 300855 | 图南股份 | 32.63 | 5.09% | 15.41万 | 5.01亿 | | 000970 | 中科三环 | 13.53 | 3.68% | 42.80万 | 5.73亿 | | 000633 | 台金投 ...