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） ...

Core Viewpoint - The stock of Shangda Co., Ltd. has shown significant price increases recently, with a year-to-date rise of 8.02% and a 12.74% increase over the last five trading days, indicating strong market interest and potential growth in the company's performance [1]. Financial Performance - For the period from January to September 2025, Shangda Co., Ltd. reported a revenue of 1.805 billion yuan, reflecting a year-on-year decrease of 4.10%. The net profit attributable to shareholders was 76.58 million yuan, down 38.60% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 43.51 million yuan [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Shangda Co., Ltd. was 25,500, a decrease of 1.12% from the previous period. The average number of circulating shares per shareholder increased by 1.13% to 2,914 shares [2]. - The major shareholders include various ETFs, with notable changes in holdings. For instance, the Guotai Zhongzheng Military Industry ETF reduced its holdings by 11.53% to 735,400 shares, while the Southern Zhongzheng Shenyuan Nonferrous Metals ETF increased its holdings by 32,150 shares to 597,200 shares [3]. Company Overview - Shangda Co., Ltd., established on August 23, 2007, specializes in the research, production, and sales of high-temperature and high-performance alloys, as well as high-quality special stainless steel. The revenue composition includes 52.58% from high-temperature alloys, 44.22% from special stainless steel, and 2.02% from other products [1]. - The company operates within the non-ferrous metals sector, specifically in the new materials category, and is involved in concepts such as high-temperature alloys, nuclear fusion, nuclear power, aerospace, and military-civilian integration [1].

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。 ...

Group 1 - The metal new materials sector increased by 2.23% on December 25, with Youyan Powder Materials leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - Key stocks in the metal new materials sector showed significant price increases, with Youyan Powder Materials rising by 11.71% to a closing price of 71.65 [1] Group 2 - The sector saw a net inflow of 3.23 billion yuan from institutional investors, while retail investors experienced a net outflow of 3.43 billion yuan [2] - Major stocks like Zhongke Sanhuan and Sry New Materials had varying levels of net inflow and outflow, indicating mixed investor sentiment [3] - The trading volume for Youyan Powder Materials reached 174,800 hands, with a transaction value of 1.196 billion yuan [1]

Core Viewpoint - The company has established a partnership with aerospace technology and aerospace industry groups, becoming a qualified supplier of high-temperature alloys and other materials for critical aerospace components [1] Group 1: Partnership and Collaboration - The company is collaborating with institutions under the Aerospace Science and Technology Corporation and the Aerospace Industry Corporation [1] - The partnership focuses on supplying materials for solid rocket engine casings, liquid rocket engine hot-end components, and other high-temperature, high-strength critical parts for spacecraft [1] Group 2: Product Development and Manufacturing - The company is involved in the trial production and batch delivery of special alloy products used in various models of aerospace engines and related equipment [1]

Core Viewpoint - The company has established a partnership with aerospace technology groups to supply high-temperature alloys and materials for critical aerospace components [1] Group 1: Company Developments - The company has become a qualified supplier of high-temperature alloys and materials for the Aerospace Science and Technology Corporation and the Aerospace Industry Corporation [1] - The products supplied are primarily used in solid rocket motor casings, liquid rocket engine hot-end components, rocket control surface shafts, and other high-temperature, high-strength critical components for spacecraft [1] - The company is involved in the trial production verification and mass production delivery of special alloy products for various models of aerospace engines and related equipment [1]

（文章来源：每日经济新闻） 上大股份（301522.SZ）12月25日在投资者互动平台表示，公司已与航天科技/航天科工集团下属院所开 展合作，已成为其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，有投资者在投资者互动平台提问：公司与中国航天科技集团八院有没有业务合作？ ...