（文章来源：每日经济新闻） 每经AI快讯，上大股份（301522.SZ）12月10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。 ...

Core Viewpoint - The strategic decision by Ningbo Bowei Alloy Materials Co., Ltd. to invest up to $150 million in a special alloy electronic materials production base in Morocco reflects the company's adaptation to the evolving global trade environment and its ambition to transition from traditional manufacturing to high-end intelligent manufacturing [1][4][11]. Investment Decision - The company plans to establish a production base in Nador, Morocco, with an annual capacity of 30,000 tons of special alloy electronic materials, while terminating a similar project in Vietnam [1][3]. - The investment will be executed through a newly established entity, "Bowei Alloy New Materials (Morocco) Co., Ltd." [3]. Strategic Location - The chosen site in Morocco is strategically located near the Strait of Gibraltar, only 14 kilometers from Europe, allowing for efficient logistics to key markets in Germany and France, as well as access to North America [3][4]. - Morocco's trade agreements with the EU and the US provide significant tariff advantages, enabling the company to circumvent trade barriers faced by Chinese exports [3][10]. Technological Advancements - The project is positioned as a "digital intelligent factory," leveraging six years of digitalization efforts to implement AI-driven production management systems aimed at achieving full automation and a post-tax internal rate of return of 16.72% [4][11]. Company Background - Bowei Alloy, established in 1987, has evolved from a copper processing company to an international group covering multiple industries, including new materials and renewable energy [5][6]. - The company's core business in special alloy materials is critical for high-demand applications in sectors such as 5G communications, electric vehicles, and semiconductor manufacturing [6][7]. Global Manufacturing Network - Bowei operates 15 specialized manufacturing bases globally, including locations in China, Germany, Canada, and Vietnam, enhancing its technological capabilities through acquisitions [7]. - The company's previous plan to invest in Vietnam was abandoned due to changing international trade policies and rising labor costs, highlighting the need for a more stable investment environment [9][10]. Industry Trends - The investment in Morocco illustrates a broader trend among Chinese high-end manufacturing firms to diversify their production locations in response to increasing geopolitical tensions and trade barriers [11]. - The shift from a cost-driven to a value-driven approach in international expansion emphasizes the importance of policy stability, trade facilitation, and customer collaboration in investment decisions [11].