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 ...

304% 5. 九菱科技 总市值(亿) 现价(元) 75.69 49 稀土永磁 2025H1涨幅:前复权 2025.01.02–2025.06.30 303% 6. 中毅达 总市值(亿) 现价(元) 16.38 175 化工、涨价 2025H1涨幅:前复权 2025.01.02-2025.06.30 287% 7. 中洲特材 总市值(亿) 现价(元) 22.9 105 高温合金材料、核聚变 2025H1涨幅:前复权 2025.01.02-2025.06.30 267% 8. 路桥信息 总市值(亿) 现价(元) 70.72 54 交通信息化、稳定币 2025H1涨幅:前复权 2025.01.02-2025.06.30 262% 9. 七丰精工 总市值(亿) 现价(元) 45.67 37 紧固件、军工 2025H1涨幅:前复权 2025.01.02-2025.06.30 243% 10 永安站业 和价(元) | | 兰市值(亿) 26.75 心" 78 IV. 小メジリエ 牛磺酸、涨价 2025H1涨幅:前复权 2025.01.02–2025.06.30 234% 注: 截至6月30日数据 2025上半年十大牛股 ...

Core Viewpoint - The company is preparing for its 2024 Annual General Meeting (AGM), focusing on maintaining shareholder rights and ensuring orderly proceedings while discussing various proposals and reports [1][2][3]. Meeting Procedures - The AGM will require attendees to verify their identity and sign in 30 minutes before the meeting starts [1][2]. - The meeting will follow a structured agenda, allowing shareholders to exercise their rights to speak, inquire, and vote [2][3]. - Voting will be conducted through both on-site and online methods, with specific time frames for participation [5][6]. Financial Performance - In 2024, the company achieved a total sales revenue of 4.612 billion yuan, representing a year-on-year increase of 10.91% [7]. - The net profit attributable to the parent company was 801 million yuan, up 6.44% from the previous year [7]. - Total assets reached 13.609 billion yuan, a 12.62% increase from the beginning of the year, while net assets attributable to the parent company grew by 5.68% to 6.684 billion yuan [7]. Board of Directors' Activities - The Board of Directors held seven meetings during the reporting period, adhering to legal and regulatory requirements [8]. - The board's work included the approval of various reports and proposals, ensuring compliance with corporate governance standards [10][11]. Shareholder Rights and Engagement - Shareholders are encouraged to participate actively in the AGM, with provisions for speaking and questioning [2][3]. - The company emphasizes transparency and communication with shareholders, having conducted multiple investor relations activities [15]. Future Plans - The Board plans to focus on technological and industrial innovation, aiming to enhance operational efficiency and sustainability [16][17]. - The company will continue to balance immediate shareholder returns with long-term growth strategies, including active cash dividends [17].

证券代码：300963 证券简称：中洲特材 编号：2025-001 Q9：高温合金和金属基复合材料行业技术更新换代较快，公 司如何跟踪和应对行业内的技术变革？ 公司及子公司均为国家高新技术企业，配置有专业的研 发部门及实验室。公司与上海交大材料学院联合组建了高端 金属特材及制品联合研究中心，公司十分重视技术研发及新 品开发，紧贴市场需求，积极应对行业内的技术变革。 Q10：江苏新中洲二期、三期项目已投产，新增产能是否已转 化为订单？ 公司正紧紧围绕装备优势精准定位，抓好市场开发，合 理做好生产要素配置，全力释放生产产能。江苏新中洲二期、 三期项目规划具有一定的前瞻性，目前部分新增产能已转化 为订单。 上海中洲特种合金材料股份有限公司 投资者关系活动记录表 | | ☑特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 投资者关系活 | □媒体采访 ☑业绩说明会 | | | | 动类别 | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | （请文字说明其他活动内容） □其他 | | | | 参与单位名称 及人员姓名 | 第一场：特定对象调研 ...

Investment Rating - The report assigns a "Recommended" rating for the company, with a target price of 51.03 CNY [1][6]. Core Insights - The company has shown steady growth in its superconducting and titanium alloy businesses, leading to continuous performance recovery. In 2024, the company achieved a total revenue of 46.12 billion CNY, representing a year-on-year increase of 10.91%, and a net profit attributable to shareholders of 8.01 billion CNY, up 6.44% year-on-year [6][7]. - The first quarter of 2025 saw significant growth, with revenue reaching 10.74 billion CNY, a year-on-year increase of 35.31%, and a net profit of 1.70 billion CNY, up 53.85% year-on-year [6][7]. - The company specializes in the research, production, and sales of superconducting materials, high-end titanium alloy materials, and high-performance high-temperature alloy materials. In 2024, high-end titanium alloy materials generated revenue of 27.52 billion CNY, a growth of 9.87% year-on-year, while superconducting products achieved revenue of 13.04 billion CNY, up 32.41% year-on-year [6][7]. Financial Summary - The company is projected to achieve the following financial metrics: - Total revenue: 5,625 million CNY in 2025, 6,817 million CNY in 2026, and 8,110 million CNY in 2027, with year-on-year growth rates of 22.0%, 21.2%, and 19.0% respectively [2][7]. - Net profit attributable to shareholders: 1,005 million CNY in 2025, 1,217 million CNY in 2026, and 1,434 million CNY in 2027, with year-on-year growth rates of 25.5%, 21.2%, and 17.8% respectively [2][7]. - Earnings per share (EPS) are expected to be 1.55 CNY in 2025, 1.87 CNY in 2026, and 2.21 CNY in 2027 [2][7]. Market Performance - The company's stock has shown a performance comparison against the CSI 300 index, with a notable increase of 40% from April 2024 to April 2025 [5].

Investment Rating - The report assigns a "Buy" rating for the company, indicating an expected increase of over 15% relative to the CSI 300 index within the next six months [33]. Core Insights - The company, Western Superconducting Technologies Co., Ltd. (688122), reported a revenue of 4.612 billion yuan for 2024, reflecting a year-on-year growth of 10.91%. The net profit attributable to shareholders was 801 million yuan, up 6.44% year-on-year [7][8]. - The company has shown significant growth in its superconducting products and titanium alloy business, with a notable recovery in demand in the fourth quarter of 2024 [8][13]. - The company plans to distribute a cash dividend of 6.5 yuan per 10 shares to all shareholders [7]. Financial Performance - For 2024, the company achieved a gross margin of 33.55%, an increase of 1.68 percentage points year-on-year, and a net profit margin of 18.99%, up 0.61 percentage points [9][12]. - The first quarter of 2025 saw a revenue of 1.074 billion yuan, a year-on-year increase of 35.31%, and a net profit of 170 million yuan, up 53.85% [8]. - The high-end titanium alloy segment generated 2.752 billion yuan in revenue, accounting for 59.66% of total revenue, with a year-on-year growth of 9.87% [11]. Business Segments - The high-end titanium alloy business reported a gross margin of 38.67%, up 4.26 percentage points year-on-year, while the superconducting products segment had a gross margin of 30.22%, down 4.17 percentage points [12]. - The superconducting products segment achieved a revenue of 1.304 billion yuan, a growth of 32.41% year-on-year, contributing 28.26% to total revenue [11]. - The high-performance high-temperature alloy segment experienced a revenue decline of 31.02%, accounting for 7.09% of total revenue [11]. Future Outlook - The company is positioned to benefit from the recovery in defense demand, with expectations for significant growth in its core business lines, including titanium alloys and superconducting products [13][15]. - Revenue projections for 2025 to 2027 are estimated at 5.890 billion yuan, 7.164 billion yuan, and 8.457 billion yuan, respectively, with corresponding net profits of 1.023 billion yuan, 1.278 billion yuan, and 1.551 billion yuan [16][18].