Core Viewpoint - The company, Zhonghang Shangda High-Temperature Alloy Materials Co., Ltd., has received a long-term supply confirmation letter from a leading overseas aerospace enterprise, indicating a significant procurement commitment from 2026 to 2030, amounting to approximately 100 million RMB [1] Group 1: Stock Performance - As of December 24, 2025, the stock price of Shangda Co., Ltd. closed at 35.81 RMB, reflecting a 5.32% increase from the previous trading day [1] - The stock opened at 34.18 RMB, reached a high of 36.43 RMB, and a low of 33.5 RMB, with a trading volume of 9.19 billion RMB and a turnover rate of 9.2% [1] Group 2: Business Development - The confirmation letter received by the company is effective immediately and signifies recognition of the company's R&D capabilities, quality control, and production capacity by the client [1] - This development is expected to help the company expand its international market presence and enhance brand influence, positively impacting operational performance [1] Group 3: Risks - The company has noted that the long fulfillment cycle of the contract may expose it to risks related to macroeconomic conditions, policy adjustments, and changes in customer demand [1]

Market Overview - The Shanghai Composite Index closed at 3940.67 points, above the annual line, with a gain of 0.53% [1] - The total trading volume of A-shares reached 15,224.97 million yuan [1] Stocks Breaking Annual Line - A total of 145 A-shares have surpassed the annual line today, with notable stocks including: - Supcon Test (300887) with a deviation rate of 15.30% - New Jingang (300629) with a deviation rate of 10.60% - Yongyue Technology (603879) with a deviation rate of 9.68% [1] Deviation Rate Rankings - The top stocks with significant deviation rates from the annual line include: - Supcon Test: Today's price increased by 19.95% with a turnover rate of 15.61% [1] - New Jingang: Today's price increased by 20.02% with a turnover rate of 23.76% [1] - Yongyue Technology: Today's price increased by 10.09% with a turnover rate of 5.48% [1] Additional Notable Stocks - Other stocks that have recently crossed the annual line include: - Zhenzhen Technology (003007) with a deviation rate of 8.41% and a price increase of 9.99% [1] - Jun Da Co., Ltd. (002865) with a deviation rate of 6.95% and a price increase of 10.01% [1] - Daye Co., Ltd. (603278) with a deviation rate of 6.60% and a price increase of 9.98% [1]

Group 1 - The company, Zhonghang Shangda High-Temperature Alloy Materials Co., Ltd., received a long-term supply confirmation letter from a leading overseas aerospace company, with a total procurement amount of approximately 100 million RMB for the period from 2026 to 2030 [1][2] - The confirmation letter reflects the client's recognition of the company's R&D capabilities, quality control, and production capacity, which is expected to positively impact the company's operational performance and enhance its brand influence in the international market [1] - On December 23, the company's stock closed at 34.0 RMB, with a slight increase of 0.15%, and a trading volume of 176,100 shares, resulting in a transaction amount of 608 million RMB [1] Group 2 - On December 23, there was a net inflow of 22.97 million RMB from main funds, indicating a high level of interest from major investors in the stock [2] - Retail investors experienced a net outflow of 21.85 million RMB, suggesting a divergence in investment sentiment between institutional and retail investors [1][2]

每经AI快讯，12月23日，上大股份（301522）(301522.SZ)公告称，公司于2025年12月22日收到某海外 航空领域龙头企业的长期供货确认函，将在2026年至2030年期间向公司采购总订货金额约1亿元的航空 领域用高温合金产品。 ...

格隆汇12月23日丨上大股份(301522.SZ)公布，公司收到某海外航空领域龙头企业（简称"某海外客户"） 的长期供货确认函。基于该确认函，某海外客户将在2026年-2030年期间向公司采购其指定的高温合金 材料。总订货金额约1亿元（折合人民币）的航空领域用高温合金产品。 ...

智通财经APP讯，上大股份(301522.SZ)发布公告，2025年12月22日，公司收到某海外航空领域龙头企业 (以下简称"某海外客户")的长期供货确认函。基于该确认函，某海外客户将在2026年-2030年期间向公司 采购其指定的高温合金材料。总订货金额约1亿元(折合人民币)的航空领域用高温合金产品。 ...

智通财经APP讯，上大股份(301522.SZ)发布公告，2025年12月22日，公司收到某海外航空领域龙头企业 (以下简称"某海外客户")的长期供货确认函。基于该确认函，某海外客户将在2026年-2030年期间向公司 采购其指定的高温合金材料。总订货金额约1亿元(折合人民币)的航空领域用高温合金产品。 ...

证券代码：301522 证券简称：上大股份 公告编号：2025-046 中航上大高温合金材料股份有限公司 关于收到日常经营供货确认函的自愿性信息披露公告 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。 特别提示： 1、确认函的生效条件：自收到确认函之日起生效。 2、确认函的重大风险及重大不确定性：因确认函履行期较长，虽已对各方 权利及义务、违约责任、争议的解决方式等作出明确约定，但履行仍存在因外部 宏观环境重大变化、国家相关政策调整、客户需求变化以及其他不可预见或不可 抗力等因素导致无法如期或全面履行的风险。敬请广大投资者注意投资风险。 二、合作方基本情况 1、基本信息 鉴于与客户的保密约定，为维护双方商业秘密，公司已履行内部涉密信息披 露豁免程序，对某海外客户的具体信息予以豁免披露。 2、关联关系：上述某海外客户与公司不存在关联关系。 3、本次确认函的获取及顺利履行有利于公司国际市场的业务开拓和战略布 局，将对公司的经营业绩产生积极影响。 一、确认函获取情况 2025 年 12 月 22 日，中航上大高温合金材料股份有限公司（以下简称"公 司"）收到某海外航 ...

Core Viewpoint - The company has achieved significant breakthroughs in high-temperature alloy recycling technology and has established itself as the only domestic enterprise capable of industrializing this technology, which has been validated through engine testing [1] Group 1: Technological Advancements - The company has mastered high-temperature alloy recycling technology, leading to major advancements in both high return rate recycling of high-temperature alloys and the import substitution of key strategic materials [1] - The company has achieved import substitution for products such as GH6159, GH4141, and GH4738, with some products reaching a leading domestic and internationally advanced technical level [1] Group 2: Industry Applications - The company's products are widely used in various fields, including aerospace, gas turbines, steam turbines, nuclear engineering, and petrochemicals, contributing to the self-sufficiency of key strategic materials in the country [1] - The company is actively involved in the preliminary research of the next generation of high-temperature alloy materials, which is a key focus for national development [1]

Core Viewpoint - The company has achieved significant breakthroughs in the domestic high-temperature alloy recycling application, positioning itself as the only enterprise in China with the technology for high-temperature alloy return material recycling and has made strides in import substitution [2]. Group 1: Company Achievements - The company is the only one in China that has mastered the technology for high-temperature alloy return material recycling and has industrialized it, passing engine test assessments [2]. - The company has achieved import substitution for products such as GH6159, GH4141, and GH4738, with some high-temperature alloy grades reaching a leading domestic and advanced international level [2]. - The company's products are widely used in aerospace, gas turbines, steam turbines, nuclear engineering, and petrochemicals, contributing to the self-control of key strategic materials in the country [2]. Group 2: Industry Impact - The company has deeply participated in the preliminary research of the new generation of high-temperature alloy materials being developed in China [2].