Group 1 - The controllable nuclear fusion sector has seen a significant rally, with Hongxun Technology (603015) achieving a three-day consecutive increase [1] - Shanda Co., Ltd. (301522) has risen over 8%, indicating strong market interest [1] - Other companies such as Lansi Heavy Equipment (603169), Western Superconducting Technologies, and China National Machinery Industry Corporation (601399) have also experienced upward movement [1]

Core Viewpoint - The company specializes in manufacturing high-temperature and high-strength key components for the aerospace industry, particularly for solid and liquid rocket engines, and has established stable production and supply relationships with major commercial aerospace enterprises [1] Group 1: Product Applications - The company's products are primarily used in solid rocket engine casings, liquid rocket engine hot-end components, rocket balance rudder shafts, and other related rocket parts [1] - The components manufactured are critical for the performance and reliability of aerospace applications [1] Group 2: Certifications and Relationships - The company has obtained qualification certifications from major commercial aerospace enterprises, ensuring its capability to meet industry standards [1] - There is no investment relationship between the company and Blue Arrow Aerospace, clarifying its independent operational status [1]

Group 1 - The core viewpoint of the news is that Shangda Co., Ltd. has seen a significant increase in its stock price, rising by 5.15% to 41.64 CNY per share, with a total market capitalization of 15.485 billion CNY as of January 8 [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 alloys, 44.22% from special stainless steel, and 2.02% from other products [1] - The company was established on August 23, 2007, and is located in Qinghe County, Hebei Province, with its listing date set for October 16, 2024 [1] Group 2 - Among the top ten circulating shareholders of Shangda Co., Ltd., Guotai Fund's Guotai Zhongzheng Military Industry ETF (512660) reduced its holdings by 115,300 shares in the third quarter, now holding 735,400 shares, which accounts for 0.99% of the circulating shares [2] - The Guotai Zhongzheng Military Industry ETF (512660) has a total scale of 14.109 billion CNY and has achieved a return of 5.04% this year, ranking 1280 out of 5493 in its category [2] - The fund has a one-year return of 48.24%, ranking 1242 out of 4197, and a total return of 44.07% since its inception on July 26, 2016 [2]

Core Viewpoint - The company has successfully developed and delivered high-temperature alloys for nuclear engineering, indicating a strong position in the nuclear technology sector [2]. Group 1: Product Development - The company has successfully developed and delivered high-temperature alloys such as GH3535 and Inconel 718 for nuclear engineering applications [2]. - These products are being used in domestic third and fourth-generation nuclear engineering projects [2]. Group 2: Technological Advancements - The company has a long-term research and technology accumulation, leading to the application of some products in advanced nuclear technology projects like controlled nuclear fusion and thorium molten salt reactors [2].

Core Viewpoint - The company, Shangda Co., has established itself as a qualified supplier of high-temperature alloys and other materials for major domestic aerospace enterprises, positioning itself to benefit from the increasing demand as Blue Arrow Aerospace enters mass production and regular launch phases [1] Company Summary - Shangda Co. has engaged in cooperation with major domestic aerospace companies, supplying critical components and materials [1] - The company's products are primarily used in the manufacturing of solid rocket motor casings, liquid rocket engine hot-end components, rocket balance rudder shafts, and other high-temperature, high-strength key components for spacecraft [1] - Shangda Co. has participated in the trial production verification and batch delivery of special alloy products used in various models of aerospace engines and equipment [1] Industry Summary - As Blue Arrow Aerospace moves into a phase of mass production and regular launches, suppliers providing key components, materials, or services are expected to receive sustained and substantial orders, leading to greater performance elasticity [1]

证券代码：301522 证券简称：上大股份 公告编号：2025-049 中航上大高温合金材料股份有限公司 关于审计机构变更质量控制复核人的公告 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。 形。赖小娟女士近三年不存在因执业行为受到刑事处罚，受到证监会及其派出机 构、行业主管部门等的行政处罚、监督管理措施，受到证券交易所、行业协会等 自律组织的自律监管措施、纪律处分的情况。 四、其他说明 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 2 月 24 日召开第二届董事会第八次会议、2025 年 3 月 18 日召开 2024 年年度股东会， 审议通过了《关于续聘 2025 年度审计机构的议案》，同意续聘立信会计师事务 所（特殊普通合伙）（以下简称"立信"）为公司 2025 年度审计机构。具体内 容 详 见 公 司 于 2025 年 2 月 25 日 、 2025 年 12 月 11 日 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露的《关于续聘审计机构的公告》（公告编号： 2025-008）、《关于变更签字 ...

证券代码：301522 证券简称：上大股份 公告编号：2025-048 中航上大高温合金材料股份有限公司 关于持股5%以上股东股份减持完成的公告 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。 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。 中航上大高温合金材料股份有限公司（以下简称"公司""发行人"）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），公司持 股 5%以上股东国投矿业投资有限公司（以下简称"国投矿业"）计划自上述公 告披露之日起 15 个交易日后的 3 个月内以集中竞价交易方式减持公司股份不超 过 3,500,000 股（占公司总股本的 0.94%）。 公司于近日收到国投矿业出具的《关于股份减持计划实施完成的告知函》， 国投矿业在 2025 年 12 月 25 日至 2025 年 12 月 29 日期间，通过集中竞价交易方 式合计减持公司股份 3,500,000 股（占公司总股本的 0 ...

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。 ...

Group 1 - The company has obtained qualification certifications from major aerospace enterprises and has established a long-term stable production and supply chain [1] - The products are primarily used in the manufacturing of solid rocket motor casings, liquid rocket engine hot-end components, rocket balance rudder shafts, and other high-temperature, high-strength critical components for spacecraft [1]

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]