长信国防军工量化混合A（002983）基金经理为宋海岸。 截至发稿，宋海岸累计任职时间7年334天，现任基金资产总规模64.95亿元，任职期间最佳基金回报 179.05%， 任职期间最差基金回报-26.88%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从万泽股份十大流通股东角度 数据显示，长信基金旗下1只基金位居万泽股份十大流通股东。长信国防军工量化混合A（002983）三 季度新进十大流通股东，持有股数1177.22万股，占流通股的比例为2.35%。根据测算，今日浮盈赚取约 1553.93万元。 长信国防军工量化混合A（002983）成立日期2017年1月5日，最新规模9.05亿。今年以来收益6.97%， 同类排名759/8827；近一年收益69.69%，同类排名763/8084；成立以来收益106.13%。 1月9日，万泽股份涨6.12%，截至发稿，报22.90元/股，成交4501.33万元，换手率0.40%，总市值116.69 亿元。 资 ...

招商证券发布研报称，高温合金作为先进金属材料体系的"皇冠明珠"，是航空发动机、燃气轮机及核电 装备等关键领域的核心承力材料，其性能直接决定高端装备的推力、效率与寿命。近年来，受"两机专 项"、国产大飞机C919批产、燃气轮机国产化突破及"双碳"战略驱动，我国高温合金产业链进入加速阶 段。伴随航空发动机换代列装、燃机与核电项目密集投产，行业景气度将持续上行。建议聚焦航空发动 机及燃机核心供应链，维持行业投资评级"推荐"。 招商证券主要观点如下： 风险提示：技术验证进度不及预期、主机厂认证周期延长、原料价格波动、军机与燃机项目节奏调整、 资金与政策支持不确定等 近年行业需求呈爆发式增长，2017-2023年产量从1.9万吨增至4.9万吨(CAGR17.1%)，需求量从2.1万吨 增至5.2万吨(CAGR16.8%)，供需缺口逐步收窄。2024年产量预计达5.7万吨(同比+16.3%)，航空航天 (55%)和电力(20%)为核心需求领域。长期看，航空发动机换代列装、商用飞机国产化、燃气轮机突破等 因素将推动2025-2030年行业年均需求超5.65万吨，其中燃气轮机、航空、汽车为主要增长点。 供给侧：产能扩张与国产 ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 高温合金作为先进金属材料体系的"皇冠明珠" ，是航空发动机、燃气轮机及核电装备等关键领域的核心承力材料，其性能直接决定高端装备的推力、效 率与寿命。 近年来，受"两机专项"、国产大飞机C919 批产、燃气轮机国产化突破及"双碳"战略驱动，我国高温合金产业链进入加速阶段。伴随航空发动机换代列 装、燃机与核电项目密集投产，行业景气度将持续上行。 高温合金以及优良的金属属性应用于高端场景 高温合金作为600℃以上极端环境下的核心材料，凭借抗氧化、抗蠕变及抗热腐蚀性能，广泛应用于航空航天、能源电力等高端制造领域。 按基体元素划分， 镍基合金（使用温度超1000℃）需求占比达80%，主导市场 ；铁基（600-850℃）和钴基（约950℃）合金为补充。成型工艺方面，变形 高温合金占比75%（2024 年），铸造及粉末合金则用于涡轮叶片等高性能部件。 产业链中， 镍为核心原料（成本占比40%） ，中游通过铸造、变形、粉末冶金工艺生产，下游航空航天需求占比超50%，在先进航空发动机中重量占比 达40%-60%，直接决定其 ...

格隆汇1月5日丨万泽股份(000534.SZ)在投资者互动平台表示，公司的高温合金业务暂不涉及航天领 域。 ...

Core Viewpoint - The article discusses the strategic transformation of China's new materials industry by 2025, emphasizing a "three-dimensional war" approach that includes "fortress materials" for national security, "sovereign materials" for technological independence, and "fusion materials" for future industry definition [3]. Group 1: Fortress Materials - The development of safety dimension materials is closely tied to national core interests, focusing on absolute reliability and performance under extreme conditions rather than cost-effectiveness [5]. - A significant breakthrough in 2025 is the mass production of the fourth-generation single crystal high-temperature alloy turbine blades, which can withstand temperatures above 1200°C and have a lifespan increased by nearly 50% compared to previous generations [8][10]. - Continuous silicon carbide fibers have transitioned from laboratory preparation to stable engineering mass production, with a production capacity of hundreds of tons, marking a strategic leap in the aerospace sector [14][15]. Group 2: Sovereign Materials - Sovereign materials focus on achieving "self-control" and enhancing industrial competitiveness, particularly in strategic sectors like semiconductors and high-end manufacturing [40]. - In the semiconductor sector, the production of 12-inch silicon wafers has reached a milestone with over 500,000 monthly shipments, and significant advancements in low-oxygen high-resistivity silicon wafer technology have been made [44]. - The domestic supply ratio of 300mm semiconductor silicon wafers is expected to increase from 15% to 40% by the end of 2025, significantly reducing reliance on imports [45]. Group 3: Fusion Materials - The fusion materials dimension represents a shift towards creating new demands and defining new products, characterized by the integration of materials science with cutting-edge fields like artificial intelligence and synthetic biology [72]. - AI-driven platforms for materials research have emerged, enabling rapid property prediction and screening, significantly reducing development cycles for critical materials [74]. - The integration of intelligent materials in robotics is evolving, allowing materials to interact with their environment and make autonomous decisions, marking a shift from passive components to intelligent structures [77].

京杭运河谏壁一线船闸扩容改造工程是苏南运河"三改二"重点工程。刘小涛实地察看工程进展和船 舶过闸情况，要求发挥我省江河湖海俱全、水系水网密布的独特优势，深挖水的经济、生态、民生价 值，发展绿色、安全、高效的现代化航运，进一步实现畅通经济循环、降低物流成本、优化营商环境， 不断提升区域综合竞争力。 九华山庄三期香榭苑是安置小区，去年以来对消防设施设备进行维修整改，增设了电动自行车充电 设施。刘小涛走进小区楼栋、消防控制室，检查杂物清理、充电配套和消防力量配备情况。他强调，要 规范电动车停放，完善优化电动车充电设备，有效破解停车难、充电难问题，让群众住得更安心、更安 全。各地要推进安全生产"六化"建设，推动各项举措真正落细落地落实，通过制作好用的手册、明了的 图卡、简便的流程开展教育培训、实战演练，进一步筑牢安全防范屏障。 省政府秘书长赵建军参加调研。市委书记马明龙、市长徐曙海分别陪同调研。（王拓） 12月28日，省长刘小涛在镇江市调研。他强调，要深入学习贯彻党的二十届四中全会和习近平总书 记对江苏工作重要讲话精神，认真落实中央经济工作会议部署，按照省委十四届十次全会、省委经济工 作会议要求，守牢实体经济根基，锚 ...

数据显示，博时基金旗下1只基金重仓隆达股份。博时集兴配置优选6个月持有混合发起式(FOF)A （018285）三季度持有股数2515股，占基金净值比例为0.38%，位居第八大重仓股。根据测算，今日浮 盈赚取约779.65元。 博时集兴配置优选6个月持有混合发起式(FOF)A（018285）成立日期2023年8月29日，最新规模1314.09 万。今年以来收益27.42%，同类排名186/1037；近一年收益26.18%，同类排名176/1031；成立以来收益 30.22%。 12月30日，隆达股份涨1.16%，截至发稿，报27.01元/股，成交4668.12万元，换手率1.39%，总市值 66.68亿元。 博时集兴配置优选6个月持有混合发起式(FOF)A（018285）基金经理为郑铮、张卫卫。 资料显示，江苏隆达超合金股份有限公司位于江苏省无锡市锡山区安镇街道翔云路18号，成立日期2004 年9月30日，上市日期2022年7月22日，公司主营业务涉及以高温合金板块为战略核心业务，辅以逐步收 缩优化的合金管材业务。主营业务收入构成为：高温耐蚀合金72.80%，合金管材22.45%，其他4.75%。 从基金十大重 ...

本报讯 （记者 王拓 李嘉豪） 12月28日，省长刘小涛在镇江市调研。他强调，要深入学习贯彻党的二十 届四中全会和习近平总书记对江苏工作重要讲话精神，认真落实中央经济工作会议部署，按照省委十四 届十次全会、省委经济工作会议要求，守牢实体经济根基，锚定产业强市目标，立足资源禀赋、发挥比 较优势、做强企业矩阵，因地制宜发展特色优势产业，以科技创新引领新质生产力发展，为全省高质量 发展和现代化建设多作贡献。 在江苏沃得农业机械公司、江苏恒顺醋业（600305）公司、航发优材（镇江）高温合金公司、明月镜片 （301101）公司，刘小涛走进生产车间，详细了解增资扩产、设备更新、技术攻关、品牌塑造、出海发 展等情况，询问需要帮助解决的实际问题。在听取镇江特色优势产业发展情况汇报后，刘小涛强调，要 因地制宜、谋准做实，服务企业需求、聚力做强做优，以科技创新增强特色优势产业发展竞争力和可持 续性，支持龙头企业牵头组建创新联合体，深入开展以商引商、以链招商，进一步带动产业集聚，加快 建设以先进制造业为骨干的现代化产业体系。 刘小涛来到句容市现代农业产业园科创中心，了解产业园建设情况，察看特色农产品和丘陵地区农机装 备。他说，要 ...

格隆汇12月23日丨万泽股份(000534.SZ)在互动平台表示，公司的高温合金业务暂不涉及航天发动机领 域。在投资者回报方面，公司将持续聚焦高质量发展这一首要任务，认真做好业务经营，积极合理实施 公司利润分配政策，与广大投资者共享公司发展的成果，为投资者创造更大的价值。 ...

Investment Rating - The report gives an "Accumulate" investment rating for the company [3]. Core Insights - The company is a leading enterprise in the domestic high-temperature alloy recycling technology, focusing on high-return recycling of high-temperature alloys and key strategic material import substitution [5][11]. - The company has shown significant breakthroughs in the preparation of high-temperature alloy recycling and has a strong market potential across multiple industries, including aerospace, gas turbines, and nuclear engineering [5][11]. - The company’s revenue is projected to grow from 26.57 billion yuan in 2025 to 35.60 billion yuan in 2027, with corresponding net profits of 1.19 billion yuan and 2.09 billion yuan respectively [5][6]. Financial Data and Valuation - Total revenue (in million yuan) for the years 2023 to 2027 is projected as follows: 2035, 2508, 2657, 3043, and 3560, with year-on-year growth rates of 58%, 23%, 6%, 15%, and 17% respectively [2]. - The company’s net profit for the same period is expected to be 151 million, 162 million, 119 million, 159 million, and 209 million yuan, with corresponding year-on-year growth rates of 41%, 7%, -26%, 34%, and 32% [6]. - The company’s current market capitalization is 12.6 billion yuan, with a circulating market value of 9.5 billion yuan [3]. Company Overview - The company, established in August 2007, is a key production and R&D base for high-end equipment manufacturing materials in China, focusing on high-temperature alloys and special alloy materials [11]. - The company has a diverse shareholding structure, with the main shareholder holding 15.13% of the shares [3][11]. - The company’s main products include high-temperature alloys, high-performance alloys, and high-quality special stainless steels, which are crucial for various high-end industries [17][21]. Market Demand and Growth Potential - The demand for high-temperature alloys is expected to grow significantly due to increasing defense budgets, military aircraft upgrades, and the acceleration of domestic engine replacements in the civil aviation sector [5][11]. - The aerospace sector is projected to see a rise in the number and quality of rocket launches, leading to increased demand for high-temperature alloys used in rocket engines [5][11]. - The nuclear power sector is also expected to grow rapidly due to the acceleration of nuclear power station construction and equipment exports [5][11]. Technology and Competitive Advantage - The company has developed advanced recycling technologies that significantly reduce costs and improve efficiency, achieving a quality and stability level that surpasses new materials [5][11]. - The company’s high-temperature alloy products are primarily deformation alloys, which are widely used in critical components for aerospace, nuclear engineering, and gas turbines [5][11]. - The company has established itself as a leader in the domestic market for high-temperature alloy recycling technology, with a focus on achieving high-value, high-efficiency, and high-technology recycling of strategic materials [5][11].