【导读】从"规模领先"迈向"技术领先"，材料革命重塑国家竞争力 材料作为人类文明的基石之一，从青铜时代到铁器时代，从电气时代到信息化时代，人类文明的每一次 深刻变革都离不开对材料的创新。随着新质生产力的蓬勃发展，高端制造升级的过程中也伴随着材料体 系的升级。 市场专家表示，作为我国基础性、战略性和先导性产业，新材料产业连续14年保持两位数增长，并有望 在今年总产值突破10万亿元大关，在AI、人形机器人、绿色能源、制造业升级等背景下，我国新材料 产业正迎来前所未有的发展机遇。 有望突破10万亿元规模 我国新材料产业市场前景广阔 "新材料产业是战略性、基础性产业，也是高技术竞争的关键领域。"中信建投（601066）证券研究发展 部金属及金属新材料行业首席分析师王介超表示，作为我国七大战略性新兴产业和"中国制造2025"重点 发展的十大领域之一，新材料产业是21世纪最具发展潜力并对未来发展有巨大影响的高技术产业。 王介超表示，随着新兴产业的蓬勃发展，催生了一大批有色金属材料的开发应用，包括磁性材料、轻质 合金、硬质合金及高温合金等。相较于传统的金属原料，金属新材料性能更高、技术含量高、产品附加 值高、国际性强，已成 ...

Company Overview - The company is one of the most complete manufacturers of high-end and new high-temperature alloy products in China, focusing on nickel-based high-temperature alloys and expanding into aluminum, magnesium, and titanium casting and forging [2][3] - The company has an annual production capacity of 5,000 tons of high-temperature alloy mother alloy for aerospace applications and over 1,000 tons of deformation alloy raw materials [2] Product and Industry Insights - The main products include high-temperature mother alloys, precision castings for engines, and various high-temperature alloy components used in aerospace, power generation, petrochemical, and metallurgy industries [3][4] - High-temperature alloys are critical materials for manufacturing aerospace engine hot-end components, accounting for 40%-60% of the total weight of advanced engines [3] - The demand for high-end and new high-temperature alloys is driven by the rapid development of China's aerospace industry, the localization of gas turbines, and the resurgence of nuclear power [4][5] Business Model - The company has established a comprehensive procurement, production, sales, and R&D system, with a focus on customer needs and market competition [5] - The procurement model involves centralized purchasing based on market demand forecasts and established long-term relationships with qualified suppliers [6] - The production model is order-based, with strict adherence to production control and quality assurance processes [6][7] - The sales model primarily utilizes direct sales, with a focus on customer satisfaction and a "research + market" integrated service system [8] R&D and Innovation - The company has a robust R&D system centered around key laboratories and engineering centers, focusing on foundational and cutting-edge technology research [9] - The engineering center serves as a technology incubation base for new products and technologies, supporting the company's long-term development [9] Financial Overview - The company has not needed to restate or adjust previous years' financial data, indicating stable financial reporting practices [10] - There are no significant discrepancies between the reported financial indicators and previously disclosed quarterly or semi-annual reports [11]