受益的行业非常多，这个要分短期和中长期，因为时间跨度很长，预期是10-15年，但按照中国的速 度，只要资金到位，10年内就完工并非不可能。 短期来看，最开始就是水泥建材这些先行一步，考虑到水泥有个运输半径问题，因此最大龙头是本地水 泥厂的西藏天路(600326.SH)，被巨量封住一字，再是离基地项目400公里的港股华新水泥(06655)，大涨 超85%。本地产能肯定是不够的，需要从其它地区引进，其它有华润建材科技(01313)、中国建材 (03323)、金隅集团(02009)、中国建材(03323)、海螺水泥(00914)均涨超10%。 【解剖大盘】 周末没啥利空，市场主要担心的无非是日本的参议院选举，最新情况是由自民党和公明党组成的执政联 盟丧失参议院过半数议席。但靴子落地后日元并未出现明显波动，市场预期石破茂依旧可以继续履行职 责，从而稳定局面。因此港股继续跳空上行，今天涨0.68%。 扰动市场的巨头内卷也开始收敛，7月18日，根据央视新闻，市场监管总局约谈饿了么、美团、京东三 家平台企业，号召理性参与竞争。美团-W(03690)、京东集团(09618)、阿里巴巴(09988)均涨幅超2%。 而爆炸性题材 ...

Market Overview - The Shanghai Composite Index rose by 0.72% on July 21, with 27 out of the 28 sectors in the Shenwan classification experiencing gains, led by the construction materials and construction decoration sectors, which increased by 6.06% and 3.79% respectively [1] - The steel industry ranked third in terms of daily gains, with a rise of 3.44% [2] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 6.945 billion yuan, with 11 sectors seeing net inflows. The power equipment sector had the largest net inflow of 3.193 billion yuan, followed by the construction materials sector with a net inflow of 2.038 billion yuan [1] - The computer sector had the largest net outflow, totaling 9.319 billion yuan, followed by the electronics sector with a net outflow of 2.052 billion yuan [1] Steel Industry Performance - The steel industry saw a net inflow of 408 million yuan, with 43 out of 44 stocks in the sector rising, including 4 stocks hitting the daily limit [2] - The top three stocks by net inflow were Chongqing Steel (net inflow of 103 million yuan), Liugang Co. (97.948 million yuan), and Fushun Special Steel (85.149 million yuan) [2] - The stocks with the largest net outflows included Baogang Co. (96.293 million yuan), Vanadium Titanium Co. (59.695 million yuan), and Maanshan Steel (52.291 million yuan) [2][3]

| 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | (0) | 24994.14 | +168.48 | 0.68% | | 800100 | 国企指数 | | 9040.20 | +53.73 | 0.60% | | 800700 | 恒生科技指数 | | 5585.50 | +46.67 | 0.84% | 盘面上，大型科技股普遍飘红，美团涨近3%，京东涨超2%，阿里巴巴、小米涨超1%。 雅鲁藏布江水电工程开工，涉1.2万亿投资，建材水泥股、钢铁股、风电股、大基建股等相关板块全天表现强势，其中，尤其是东方电气盘中一 度飙升超700%最终收涨65.2%，华新水泥飙涨85.6%，重庆钢铁大涨25.5%，山水水泥涨超23%，中铝国际、中国中铁、中国建筑国际等皆走强。 中资券商股、石油股、黄金股、煤炭股、内房股、海运股、家电股、军工股纷纷上涨。 今日，港股三大指数呈现V型走势，国企指数、恒生科技指数午后一度转跌，最终分别收涨0.6%及0.84%，恒生指数涨0.68%盘中一度站上25000 点 ...

Group 1 - The Hang Seng Index increased by 0.28% and the Hang Seng Tech Index rose by 0.32% [1] - The construction materials and steel sectors showed significant gains, with Huaxin Cement surging over 70% and Chongqing Steel rising more than 23% [1]

港股钢铁股短线走高，重庆钢铁股份(01053.HK)涨超14%，中国东方集团(00581.HK)涨超6%，马鞍山钢 铁股份(00323.HK)、鞍钢股份(00347.HK)涨超3%。 ...

Core Viewpoint - Chongqing Steel has recently obtained a new invention patent, indicating a strong focus on innovation and technology development within the steel industry [1] Group 1: Patent and Innovation - Chongqing Steel has been granted a new patent titled "A Method for Detecting the Tapering of the Continuous Casting Machine's Mold Width Adjustment Mechanism," with the application number CN202310373759.3 [1] - The company has received a total of 65 patent authorizations this year, representing a 109.68% increase compared to the same period last year [1] Group 2: Research and Development Investment - In 2024, Chongqing Steel invested 41.7837 million yuan in research and development, which is a year-on-year increase of 30.78% [1] Group 3: Company Activities and Data - Chongqing Steel has made investments in 16 enterprises and participated in 5,122 bidding projects [1] - The company holds 39 trademark registrations and 1,824 patent records, along with 339 administrative licenses [1]

Group 1 - The core point of the article is that Huabao Investment has completed its plan to increase its stake in Chongqing Steel, acquiring shares worth approximately 150.5 million yuan, which represents about 1.55% of the company's total share capital [1] Group 2 - Chongqing Steel announced the completion of the share purchase on the Hong Kong Stock Exchange [1] - The total amount invested by Huabao Investment in the A-shares of Chongqing Steel is 150.5 million yuan [1] - The increase in stake reflects Huabao Investment's confidence in Chongqing Steel's future prospects [1]

权分布不具备上市条件，未导致公司控股股东及实际控制人发生变化。 特此公告。 重庆钢铁股份有限公司董事会 | 上海宝信软件股份有限公司 | | | | 375,201 0.0042 | | | --- | --- | --- | --- | --- | --- | | 团有限公司控制 | | | | | | | 重庆宝丞炭材有限公司 315,783 0.0036 | | | | | 受中国宝武钢铁集 | | 团有限公司控制 | | | | | | | 中钢集团洛阳耐火材料研究 | | | | | 受中国宝武钢铁集 | | 院有限公司 | | | | 团有限公司控制 | | | 受中国宝武钢铁集 | | | | | | | 宝钢工程技术集团有限公司 261,692 0.0030 | | | | | | | 团有限公司控制 | | | | | | | 受中国宝武钢铁集 | | | | | | | 79,953 0.0009 宝武重工有限公司 | | | | | | | 团有限公司控制 | | | | | | | 合 计 2,465,311,944 27.85 / | | | | | | | 二、增持计划的实施结果 ...

证券代码：601005 证券简称：重庆钢铁 公告编号：2025-026 关于实际控制人之全资子公司 增持公司股份计划实施完成的公告 本公司董事会、全体董事及相关股东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、准确性和完整性承担法律责任。 重要内容提示： 已披露增持计划情况 重庆钢铁股份有限公司（以下简称"公司"、"重庆钢铁"）于 2024 年 7 月 18 日公告了《关于实际控制人之全资子公司增持公司股 份计划公告》（公告编号：2024-034），公司实际控制人中国宝武钢 铁集团有限公司（以下简称"中国宝武"）之全资子公司华宝投资有 限公司（以下简称"华宝投资"）计划自 2024 年 7 月 18 日起 12 个 月内以自有资金通过集中竞价交易方式增持公司 A 股股份，增持金额 上限为 3.0 亿元人民币，增持金额下限为 1.5 亿元人民币，增持价格 上限不高于 2.00 元/股。 增持计划的实施结果 2025 年 7 月 17 日，公司收到华宝投资的关于增持计划实施完毕 的告知函，其于 2024 年 7 月 18 日至 2025 年 7 月 17 日通过上海证券 交易所集 ...

Group 1 - The steel industry has shown significant improvement in profitability in the first half of the year due to falling raw material costs and cost-cutting measures [2][4][5] - Despite the overall recovery in performance, the steel sector experienced a collective pullback in stock prices on July 15, with notable declines in companies such as China Iron Titanium and Chongqing Steel [2][4] - A total of 24 A-share steel companies have released mid-year performance forecasts for 2025, with 19 reporting substantial profit improvements, including several companies achieving double or triple-digit profit growth [4][5] Group 2 - The steel industry faces challenges from a sluggish real estate market, limited infrastructure investment, and increased export pressure, leading to a significant decline in steel prices and ongoing profitability pressure [4][6] - Companies are addressing demand contraction by eliminating outdated production capacity, optimizing product structures, and enhancing product value, which has contributed to profit recovery [5][6] - The current supply-demand dynamics in the steel industry are improving, with major steel companies announcing production cuts under the "anti-involution" policy, which is expected to strengthen supply contraction [6]