抚顺特钢（600399）7月11日晚公告，经财务部门初步测算，预计2025年半年度实现净利润为-3亿元 至-2.6亿元，同比减少214.06%至231.60%。预计2025年半年度实现扣非净利润为-3亿元至-2.6亿元，同 比减少217.24%至235.27%。上年同期实现净利润2.28亿元，扣非净利润2.22亿元。 谈及本期业绩预亏的主要原因时，抚顺特钢表示，受市场需求影响，本期公司部分产品订单及价格较上 期均有所下降；公司新建项目陆续转固投产，但受钢铁行业市场环境的影响，新建项目实际产量低于预 期，导致单位产品分摊的固定成本上升；为了应对整体行业的质量再提升和发展需求，本期公司相应提 升了产品质量管控和要求，导致质量成本升高。 抚顺特钢以特殊钢和合金材料的研发制造为主营业务，主要产品为高温合金、超高强度钢、不锈钢、工 模具钢、汽车钢、钛合金、高档机械用钢、轴承钢等。产品广泛应用于航空航天、能源电力、石油化 工、交通运输、机械机电、环保节能等领域。公司经营模式为传统的特殊钢和合金材料研发、制造和销 售模式。 2024年，公司实现钢产量60.39万吨，同比减少10.91%；钢材产量44.05万吨,同比减少13 ...

Core Insights - Dalian University of Technology's mechanical engineering team has developed a rapid cooling technology for high-temperature alloy turbine discs used in next-generation fighter jet engines, addressing significant manufacturing challenges [1][2] - The new technology utilizes a combination of high-speed multi-medium jet and zoned cooling, significantly improving cooling rates and control precision compared to existing methods [1][2] Group 1: Technology Development - The team has innovated a cooling method that injects a small amount of cooling water into an air jet, creating a fine mist that enhances cooling rates and ensures thorough cooling of the disc core [1] - A computer simulation model was established to optimize nozzle layout and jet parameters, allowing for precise temperature control across different zones of the turbine disc [1] Group 2: Performance Metrics - Experimental data shows that during cooling at 1200°C, the maximum cooling rate achieved is 673°C per minute, which is 3.75 times faster than current international technologies [2] - The control range of the cooling process has increased by over 5 times, and the grain size range has improved by more than 4 times, indicating that the cooling rate and organizational control precision have reached an international leading level [2]

Core Viewpoint - The company focuses on high-temperature alloys for aerospace engines and gas turbines, with significant growth in international expansion and revenue from key sectors like aerospace and gas turbines [1][2]. Group 1: Business Overview - The company's high-temperature alloy business includes both cast and deformed alloys, with applications across various industries such as aerospace, gas turbines, energy, oil and gas, shipping, and automotive [1]. - The aerospace and gas turbine sectors are identified as primary growth drivers, with projected revenue growth of 14.89% and 47.48% year-on-year for 2024, respectively [1]. Group 2: International Expansion - The company's international strategy has shown significant results, with overseas revenue reaching 262 million yuan in 2024, marking a substantial increase of 128.69% year-on-year [1]. - Collaborations have been established with major global players such as Rolls-Royce, Safran, Honeywell, Collins Aerospace, and Baker Hughes, which are expected to support ongoing customer acquisition and growth [1]. Group 3: Investment Logic - The global civil aviation and gas turbine markets are currently in a supply-demand imbalance, providing opportunities for domestic companies to leverage their production capacity and delivery advantages [2]. - The aging fleet of civil aircraft and gas turbines is driving demand for maintenance, particularly for high-temperature alloy components used in engine hot-end parts [2]. - The company is expected to see a rapid increase in overseas market share due to its competitive advantages in delivery times and pricing, supported by long-term agreements that stabilize supplier relationships [2]. - International business is projected to generate 300 million yuan in revenue in 2024, reflecting a year-on-year growth of 70% [2]. - The domestic production of aircraft engines is anticipated to provide mid-term growth opportunities, particularly in specialized fields and maintenance needs [2]. Group 4: Financial Projections - Earnings per share (EPS) forecasts for the company are projected at 0.49, 0.75, and 1.05 yuan for the years 2025 to 2027, respectively [2]. - Based on the company's position, growth potential, and comparable company valuations, a price-to-earnings (PE) ratio of 45 is suggested for 2025, leading to a target price of 22.20 yuan per share, with a recommendation to "buy" [2].

智通财经7月9日电，市场监管总局、工业和信息化部印发《计量支撑产业新质生产力发展行动方案 （2025—2030年）》。其中提到，面向重大工程、国防安全、新兴产业和民生保障等领域，聚焦先进钢 铁、有色金属、无机非金属、高温合金、高性能铁磁材料、高性能纤维及复合材料、稀土功能材料、超 高纯稀有金属材料、先进半导体材料和新型显示材料性能及成分控制、生产加工及应用等计量测试需 求，开展专用计量测试装备、方法研制，建设质量技术基础公共计量服务平台和联盟，推动计量与产品 标准、检测技术的有效衔接，完善新材料计量测试和质量评价体系，加强计量数据的管理和应用，提高 新材料质量稳定性和服役寿命，降低生产成本，促进新材料产业基础能力提升。 两部门：提高新材料质量稳定性和服役寿命 降低生产成本 ...

证券代码：000962 证券简称：东方钽业 宁夏东方钽业股份有限公司 投资者活动记录表 编号：2025-014 | 投资者关 | □特定对象调研 □ 分析师会议 | | --- | --- | | 系活动类 | □ 媒体采访 □ 业绩说明会 | | 别 | | | | □ 新闻发布会 □ 路演活动 | | | √ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位 | 沃富资本：王火 | | 名称及人 | 中金公司：伍智力 | | 员姓名 | | | 时间 | 2025 年 7 月 7 日 下午 14:00~17:00 | | 地点 | 宁夏东方钽业股份有限公司 | | 上市公司 | 副总经理兼董秘：秦宏武；证券事务代表：党丽萍；证券部员工：孙立喆、尚 | | 接待人员 | 满义 | | 姓名 | | | | 1、参观公司展厅和部分生产车间，了解公司基本生产工艺和流程。 | | 投资者关 | | | 系活动主 | 2、公司在传统钽铌材料市场需求波动时，如何维持市场竞争力？ | | 要内容介 | | | 绍 | 答：公司将持续聚焦钽铌主业，以做全湿法、做优钽粉、做稳钽丝、做大 | | ...

在选择和应用GH2747时，参考ASTM和AMS标准是必不可少的。ASTM B1043-18标准对GH2747的化学成分进行了详细规定，确保材料的稳定性。AMS 5K.2.2标准则对GH2747的力学性能和耐腐蚀性进行了严格测试。这些标准为GH2747的应用提供了可靠的技术保障。 关于GH2747的标准选择，目前存在两个主要的争议点。一方面，AMS标准强调材料的耐腐蚀性能，而ASTM标准则更注重力学性能。不同标准的侧重点不 同，可能会影响材料的选型和性能评估。另一方面，不同生产厂的GH2747合金在实际性能中可能存在差异，这也需要在选材时进行详细测试和验证。 近年来，随着能源需求的不断增长，高温合金的应用领域也在不断扩大。而GH2747作为一种高性能的高温合金，因其优异的机械性能和耐腐蚀能力，迅速 成为许多工业领域的首选材料。本文将深入探讨GH2747的性能特点、材料选型误区及市场价格，帮助您更好地了解这一材料。 GH2747是一种专为高温环境设计的合金，其优异的抗腐蚀性和耐磨性能使其在各种工业领域中广泛使用。根据ASTM标准，GH2747的室温屈服强度高达 800 MPa，这使其在受力时表现出极强的承载能力 ...

Core Insights - The 27th China Association for Science and Technology Annual Conference focused on aerospace metal materials, highlighting recent research advancements and technological breakthroughs in the field [1] Group 1: Expert Contributions - Professor Chen Ruirun from Harbin Institute of Technology presented on "The Organization Construction and Performance of Ultra-High Strength Titanium Alloys" [3] - Professor Li Hongyi from Beijing University of Technology discussed "Research on Titanium Dioxide Nanotube Array Solid Lubricating Materials on Titanium Surface" [5] - Researcher Li Jinguo from the Institute of Metal Research, Chinese Academy of Sciences, covered "R&D of Additive Manufacturing High-Temperature Alloy Materials and Processes" [5] - Professor Wang Junsheng from Beijing Institute of Technology presented on "Intelligent Design and Processing of Aerospace Aluminum-Lithium and Magnesium-Lithium Alloys" [7] Group 2: Discussion Topics - Experts engaged in discussions on various critical issues, including the application of new high-strength aluminum alloys in aerospace structural components, long-term service performance of high-temperature alloys in aircraft engines, additive manufacturing technologies for titanium alloys in aerospace, and the application of metal matrix composites in stealth structure design for aerospace vehicles [7] - The forum facilitated an exchange of academic viewpoints, enhancing understanding of core scientific issues and injecting diverse perspectives into technological innovation [7]

来源：中国新闻网 在论坛讨论环节，与会专家学者针对学科交叉领域的重大难题和关键技术瓶颈议题，包括"新型高强度 铝合金在航空航天结构件中的应用研究""高温合金在航空发动机热端部件的长期服役性能研究""钛合金 在航空航天领域的增材制造技术及应用研究"等展开研讨。 中新网北京7月5日电 (记者 孙自法)中国科协7月5日向媒体发布信息说，第二十七届中国科协年会两场 专题论坛近日在北京顺利举办，分别聚焦航空航天用金属材料、中国智能高铁标准体系建设。 "航空航天用金属材料专题论坛"由中国有色金属学会承办，来自国内知名高校、科研院所及行业领军企 业的专家学者和企业代表相聚论坛，共同探讨航空航天用金属材料领域的最新研究进展与技术突破。 哈尔滨工业大学陈瑞润教授作《超高强韧钛合金的组织构筑及性能》专题报告。中国有色金属学会 供 图 哈尔滨工业大学、中国科学院金属研究所、北京工业大学、北京理工大学等4位行业专家，分别以《超 高强韧钛合金的组织构筑及性能》《增材制造高温合金材料与工艺研发》《钛表面二氧化钛纳米管阵列 固载固体润滑材料的研究》《航空航天铝锂、镁锂合金智能设计与加工》为题作报告，并围绕航空航天 用金属材料领域的前沿研究 ...

Core Viewpoint - Jiangsu Longda Superalloy Co., Ltd. has received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, prompting the company to provide clarifications and corrections related to its financial disclosures and operational performance [1]. Financial Performance - The company reported significant revenue growth in the aerospace, gas turbine, and automotive turbocharger sectors, with increases of 46.64%, 67.34%, and 52.34% respectively [1]. - Other business revenues amounted to 85.724 million yuan [1]. - The company adjusted its financial data, ensuring that the corrections do not impact the overall financial status or cash flow for the years 2023 and 2024 [1]. Revenue Structure - The revenue structure for 2024 shows a notable increase in the aerospace sector, driven by demand from key domestic aerospace manufacturers [5]. - The gas turbine sector also experienced substantial growth, attributed to increased demand from domestic and international high-temperature alloy material service providers [9]. - The automotive turbocharger sector's revenue decreased from 16.08% in 2022 to 3.4% in 2024, indicating a shift in market dynamics [1]. Client Performance - The top five clients in the aerospace sector contributed significantly to revenue, with notable sales increases observed from key clients [6]. - The company’s sales to client one in the aerospace sector increased dramatically, reflecting a growing demand for domestic civil aviation engine materials [5]. - In the gas turbine sector, sales to client nine surged due to increased high-temperature alloy demand, highlighting the impact of domestic projects on revenue growth [9]. Sales Model Analysis - The company categorizes its sales into direct sales and dealer models, with direct sales representing end-user transactions and dealer sales involving trade merchants [3]. - Adjustments in sales models have been made to better reflect the operational realities and market conditions [3].

证券代码：688231 证券简称：隆达股份 公告编号：2025-028 江苏隆达超合金股份有限公司 关于 2023 年年度及 2024 年年度报告的更正公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 内主要经营情况"之"(一)主营业务分析--2.收入和成本分析"中的"(1).主营业 务分行业、分产品、分地区、分销售模式情况" 更正前： 单位:元币种:人民币 江苏隆达超合金股份有限公司（以下简称"公司"）分别于 2024 年 4 月 26 日 及 2025 年 4 月 26 日在上海证券交易所网站（www.sse.com.cn）披露了《江苏隆 达超合金股份有限公司 2023 年年度报告》及《江苏隆达超合金股份有限公司 2024 年年度报告》（以下简称"《2023 年年度报告》"及"《2024 年年度报告》"）。 因前期工作人员疏忽，导致《2023 年年度报告》及《2024 年年度报告》中 "第三节 管理层讨论与分析"之"五、报告期内主要经营情况"之"(一)主营 业务分析--2.收入和成本分析"中的"(1).主营业务分行 ...