证券代码：688231 证券简称：隆达股份 公告编号：2026-002 江苏隆达超合金股份有限公司 关于公司持股 5%以上股东协议转让部分股份 过户完成的公告 本次协议转让已取得上海证券交易所的合规性确认，并已取得中国证券登记 结算有限责任公司出具的《证券过户登记确认书》，过户日期为 2026 年 1 月 14 日，过户数量为 12,342,900 股（占公司股份总数的 5.00%），股份性质为无限售 流通股，本次股份协议转让过户登记手续已办理完毕。 | | 转让过户 | | 本次转让前 | | | 本次变动 | | | 本次转让后 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 日期 | | 过户前持股 过 | 户 | 前 持 | 转让股份数量 转 | 让 | 股 份 | 过户后持股 | 过 | 户 后 | 持 | | | | | 数量（股） | 股比例（%） | | （股） | 比例（%） | | 数量（股） | | 股比例（%） | | | | 2026 年 ...

证券代码：688231 证券简称：隆达股份 公告编号：2026-001 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。 重要内容提示： 江苏隆达超合金股份有限公司 首次公开发行部分限售股上市流通公告 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 120,408,381股。 本次股票上市流通总数为120,408,381股。 本次股票上市流通日期为2026 年 1 月 23 日。 根据中国证券监督管理委员会 2022 年 4 月 27 日出具的《关于同意江苏隆达 超合金股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕893 号）， 江苏隆达超合金股份有限公司（以下简称"公司"或"隆达股份"）首次向社会公开发 行人民币普通股（A）股 6,171.4286 万股，并于 2022 年 7 月 22 日在上海证券交易 所科创板上市。公司发行后总股本为 246,857,143 股，其中有限售条件流通股为 196,267,299 股，无限售条件流通股为 50,589,844 股。 本次上市流通的限售股为首次 ...

国联民生证券承销保荐有限公司 关于江苏隆达超合金股份有限公司 首次公开发行部分限售股上市流通的核查意见 国联民生证券承销保荐有限公司（以下简称"国联民生保荐"或"保荐机构"）作为 江苏隆达超合金股份有限公司（以下简称"隆达股份"或"公司"）首次公开发行股票 并在科创板上市的保荐机构，根据《中华人民共和国公司法》《中华人民共和国证券法》 《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证 券交易所科创板上市公司自律监管规则适用指引第 1 号——规范运作》以及《科创板 上市公司持续监管办法（试行）》等法律、法规和规范性文件的要求，对隆达股份首次 公开发行部分限售股上市流通事项进行了核查，核查情况及核查意见如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会 2022 年 4 月 27 日出具的《关于同意江苏隆达超合 金股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕893 号），公司首 次向社会公开发行人民币普通股（A）股 6,171.4286 万股，并于 2022 年 7 月 22 日在 上海证券交易所科创板上市。公司发行后总股本为 246,857,143 股 ...

国信证券股份有限公司 关于江苏隆达超合金股份有限公司 首次公开发行部分限售股上市流通的核查意见 国信证券股份有限公司（以下简称"国信证券"或"保荐机构"）作为江苏隆达超合 金股份有限公司（以下简称"隆达股份"或"公司"）首次公开发行股票并在科创板上 市的保荐机构，根据《中华人民共和国公司法》《中华人民共和国证券法》《证券发行 上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易所科 创板上市公司自律监管规则适用指引第 1 号——规范运作》以及《科创板上市公司持 续监管办法（试行）》等法律、法规和规范性文件的要求，对隆达股份首次公开发行部 分限售股上市流通事项进行了核查，核查情况及核查意见如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会 2022 年 4 月 27 日出具的《关于同意江苏隆达超合 金股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕893 号），公司首 次向社会公开发行人民币普通股（A）股 6,171.4286 万股，并于 2022 年 7 月 22 日在 上海证券交易所科创板上市。公司发行后总股本为 246,857,143 股，其中有限售条件流 ...

Core Viewpoint - Longda Co., Ltd. announced the release of restricted shares, totaling 12,040.84 million shares, which accounts for 48.78% of the company's total share capital. The lock-up period for these shares is 42 months from the date of the company's stock listing, set to expire on January 23, 2026 [1]. Group 1 - The restricted shares being released are part of the initial public offering (IPO) [1]. - A total of six shareholders are involved in this release, including Pu Yilong, Yu Jianfen, Pu Xunyu, and three investment centers [1]. - All shareholders adhered to their commitments during the lock-up period, and there are no remaining restricted shares after this release [1].

Core Viewpoint - Longda Co., Ltd. (688231.SH) is currently experiencing a decline in stock price, closing at 27.90 yuan with a drop of 5.58%, indicating a state of underperformance since its IPO [1] Group 1: IPO Details - Longda Co., Ltd. was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 22, 2022, with an initial offering price of 39.08 yuan [1] - The company issued a total of 61,714,286 shares during its initial public offering (IPO) [1] - The total funds raised from the IPO amounted to 241,179.43 million yuan, with a net amount of 220,127.16 million yuan, exceeding the original plan by 120,127.16 million yuan [1] Group 2: Fund Utilization - The funds raised are intended for several projects, including a technical transformation project for an annual production capacity of 10,000 tons of aviation-grade high-temperature alloys, the establishment of a research and development center, and to supplement working capital [1] Group 3: Underwriting and Fees - The total issuance costs for the IPO were 21,052.28 million yuan, with underwriting and sponsorship fees to Guosen Securities and Huaying Securities amounting to 19,335.63 million yuan [1]

Group 1 - The Sci-Tech Innovation 50 Index opened high on January 7, fluctuated within a narrow range, turned negative in the afternoon, and then rose significantly, closing at 1443.39 points with an increase of 0.99% and a total trading volume of approximately 871.3 billion yuan [1] - The Sci-Tech Innovation Composite Index rose by 1.53% on January 7, closing at 1746.72 points with a total trading volume of about 3094 billion yuan. The average increase for the 600 stocks in the Sci-Tech Innovation Board was 1.73% with an average turnover rate of 4.27% [2] - High-priced stocks generally rose while low-priced stocks showed mixed performance. Notably, component stocks and electrical equipment stocks performed strongly, while healthcare and communication equipment stocks had the largest declines [2] Group 2 - The stock with the highest trading volume was Cambrian with 94.2 billion yuan, while ST Pava had the lowest trading volume at 482.2 million yuan [3] - The stock with the highest turnover rate was Hengkang New Materials at 41.79%, while Longteng Optoelectronics had the lowest turnover rate at 0.26% [4]

隆达股份首次公开发行股票的发行费用总额为21052.28万元，其中，国信证券、华英证券获得承 销和保荐费用19,335.63万元。 中国经济网北京1月6日讯 隆达股份(688231.SH)今日收报27.62元，跌幅4.43%。目前该股处于破 发状态。 (责任编辑：徐自立) 隆达股份于2022年7月22日在上交所科创板上市，发行价格为39.08元。隆达股份首次公开发行股 票6,171.4286万股，联合保荐机构（主承销商）为国信证券股份有限公司、华英证券有限责任公司， 保荐代表人为马军、唐慧敏、苏锦华、金城。 隆达股份首次公开发行股票募集资金总额241,179.43万元，募集资金净额为220,127.16万元。隆 达股份最终募集资金净额比原计划多120,127.16万元。2022年7月15日，隆达股份发布的招股书显示， 该公司拟募集资金100,000.00万元，分别用于新增年产1万吨航空级高温合金的技术改造项目、新建研 发中心项目、补充流动资金。 ...

Group 1 - The metal new materials sector increased by 3.43% on January 5, with Longda Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] - Longda Co., Ltd. saw a closing price of 28.90, with a significant increase of 11.15% and a trading volume of 116,200 shares [1] Group 2 - The sector experienced a net outflow of 380 million yuan from institutional investors, while retail investors saw a net inflow of 313 million yuan [2] - The trading data indicates that the stock of Youyan Powder Materials decreased by 9.01%, closing at 70.70 yuan [2] - The stock of Longda Co., Ltd. had a net inflow of 28.44 million yuan from institutional investors, but a net outflow of 35.07 million yuan from speculative investors [3]

Group 1 - The core viewpoint of the news is that Longda Co., Ltd. has shown a positive stock performance with a 1.16% increase, reaching a price of 27.01 yuan per share, and a total market capitalization of 6.668 billion yuan [1] - Longda Co., Ltd. is primarily engaged in high-temperature alloy production, with its main business revenue composition being 72.80% from high-temperature corrosion-resistant alloys, 22.45% from alloy pipes, and 4.75% from other sources [1] - The company was established on September 30, 2004, and went public on July 22, 2022, indicating a relatively recent entry into the public market [1] Group 2 - Longda Co., Ltd.'s top circulating shareholder is Changxin Fund, which has recently entered the top ten shareholders with its fund, Changxin National Defense and Military Industry Quantitative Mixed A, holding 4.1586 million shares, representing 3.29% of circulating shares [2] - The Changxin National Defense and Military Industry Quantitative Mixed A fund has achieved a year-to-date return of 47.4% and a one-year return of 43.12%, ranking 1351 out of 8087 and 1470 out of 8085 respectively in its category [2] - The fund manager, Song Haian, has a tenure of 7 years and 324 days, with the fund's total asset size being 6.495 billion yuan [3]