上大股份（301522.SZ）12月5日在投资者互动平台表示，公司产品广泛应用于航空航天、燃气轮机及汽 轮机、核工程等领域高端装备的生产制造。在航天领域，公司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，以及其他火箭零部件等相关的耐高温、高强度关键零部 件的制造。公司现已取得航天科技/航天科工下属院所及蓝箭航天、九州云箭等主要商业航天企业的资 质认证，并长期稳定批产供货。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司与蓝箭航天空间科技股份有限公司有合作 吗？ ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-04 | 301522 | 上大股份 | 30.40 | 30.00 | 912.00 东兴证券股份有限 | | 中国中金财富证券 | | | | | | | | 公司成都都江堰市 | 有限公司苏州中心 | | | | | | | | 彩虹大道证券营业 | 证券营业部 | | | | | | | | ਸੀ | | 12月4日，上大股份大宗交易成交30万股，成交额912万元，占当日总成交额的7.57%，成交价30.4元，较市场收盘价30.86元 折价1.49%。 ...

Group 1 - The core event involves a block trade of 720,000 shares of Shangda Co., with a transaction value of 22.9536 million yuan, accounting for 15.07% of the total trading volume on that day [1] - The transaction price was 31.88 yuan per share, which represents a discount of 0.9% compared to the market closing price of 32.17 yuan [1]

Group 1 - The 2025 Hebei Manufacturing Top 100 and Hebei Manufacturing Innovation Leading 50 lists were announced at the Beijing-Tianjin-Hebei Industrial Chain Supply Chain Innovation Development Summit, with Shangda Co., Ltd. recognized in both categories [1] - Shangda Co., Ltd. specializes in the production and research of high-temperature alloys, high-performance alloys, and high-quality special stainless steels, and has been recognized as a key player in various national initiatives [1] - The company successfully went public on the ChiNext board on October 16, 2024, marking a significant milestone in its growth trajectory [1] Group 2 - The Shanghai Institute of Applied Physics of the Chinese Academy of Sciences has successfully built a thorium-based molten salt experimental reactor, marking a significant advancement in thorium fuel technology [2] - Shangda Co., Ltd. has won a procurement project for GH3535 alloy materials for the thorium-based molten salt reactor, establishing itself as a core supplier for critical materials in this advanced nuclear technology [2] - The successful industrialization of GH3535 alloy production positions the company as a key player in supporting China's fourth-generation nuclear energy technology [2]

Group 1 - The core transaction involved 720,000 shares of Shangda Co., with a total transaction value of 24.264 million yuan, representing 9.66% of the total trading volume on that day [1] - The transaction price was 33.70 yuan per share, which is a discount of 1.49% compared to the market closing price of 34.21 yuan [1] - The buyer was an institutional investor, while the seller was Guotou Securities Co., Ltd. Jiangsu Branch [2]

Core Viewpoint - The stock of Shangda Co., Ltd. has shown fluctuations with a recent increase of 2.01%, while the company faces a decline in revenue and net profit year-on-year [1][2]. Financial Performance - For the period from January to September 2025, Shangda Co., Ltd. reported a revenue of 1.805 billion yuan, a decrease of 4.10% year-on-year, and a net profit attributable to shareholders of 76.58 million yuan, down 38.60% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 43.51 million yuan [3]. Stock Market Activity - As of November 13, the stock price was 34.97 yuan per share, with a trading volume of 160 million yuan and a turnover rate of 1.65%, resulting in a total market capitalization of 13.004 billion yuan [1]. - The stock has experienced a year-to-date decline of 3.88%, a 5-day decline of 1.21%, a 20-day increase of 11.09%, and a 60-day decline of 4.43% [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased to 25,500, with an average of 2,914 circulating shares per person, an increase of 1.13% [2]. - The top circulating shareholders include the Guotai CSI Military Industry ETF, which holds 735,400 shares, a decrease of 115,300 shares from the previous period [3].

Core Viewpoint - The company has established itself as a significant player in the gas turbine market, both domestically and internationally, with strong partnerships and certifications from major industry players [2]. Group 1: Domestic Market Position - The company has become a key supplier for major domestic entities such as China Shipbuilding Industry Corporation's gas turbine enterprises, Harbin Turbine Factory, and Dongfang Turbine Factory [2]. - The company is also involved in supplying products to the aviation engine group's gas turbine sector [2]. Group 2: International Market Achievements - The company has received certifications for its high-temperature alloy products from leading global firms including Siemens Energy, GE Energy, Baker Hughes, and Caterpillar [2]. - Some of the company's products have already entered mass production and supply stages [2]. Group 3: Research and Development Capabilities - The company possesses advantages in advanced materials research and has collaborated with the Institute of Metal Research, Chinese Academy of Sciences, on the trial production of high-temperature alloy grades for gas turbines [2]. - Strategic cooperation agreements have been signed with several subordinate main engine factories of China Shipbuilding Industry Corporation, positioning the company as a primary supplier of high-temperature alloy products for their research models [2].

Core Viewpoint - The company is actively engaged in the gas turbine market and has achieved certifications from major international firms, indicating a strong position in the industry [1] Group 1 - The company has been continuously developing its gas turbine market business [1] - The company has obtained certification for its high-temperature alloy products from Siemens Energy, GE Energy, Baker Hughes, and Caterpillar [1] - Some of the company's products have already entered mass production and supply [1]

Core Viewpoint - The company has established itself as a key player in the gas turbine market, both domestically and internationally, with significant partnerships and certifications from major industry players [1] Domestic Market - The company has become an important supplier for China Shipbuilding Industry Corporation's gas turbine enterprises, including Harbin Turbine Factory and Dongfang Turbine Factory [1] - The company has also supplied products to the aviation engine group's gas turbine sector [1] International Market - The company's high-temperature alloys and related products have received certifications from major companies such as Siemens Energy, GE Energy, Baker Hughes, and Caterpillar [1] - Some of the company's products have already entered mass production and supply [1] Research and Development - The company possesses advantages in advanced materials research and has collaborated with the Institute of Metal Research, Chinese Academy of Sciences, on trial production of high-temperature alloy grades for gas turbines [1] - Strategic cooperation agreements have been signed with several subordinate main engine factories of China Shipbuilding Industry Corporation, positioning the company as a primary supplier of high-temperature alloy products for their research models [1]

Group 1 - The company has been actively engaged in the gas turbine market and has established partnerships with several international firms [2] - The company has received certification for its high-temperature alloy products from major companies such as Siemens Energy, GE Energy, Baker Hughes, and Caterpillar [2] - Some of the company's products have already entered mass production and supply [2]