重大利好。 据上证e互动消息，有投资者问北方稀土，据说公司母公司包钢股份中标了国家历史第一大工程：雅鲁藏布江的6.2万多吨的稀土合金钢 材的项目，这个项目会给贵司带来巨大的利润。这个项目是否属实？ 对此，北方稀土在互动平台表示，北方稀土与包钢股份同为由包钢（集团）公司控股的两家上市公司。该项目属实。 据包钢股份官网简介， 内蒙古包钢钢联股份有限公司（简称"包钢股份"）的前身——包钢（集团）公司成立于1954年，是国家在"一 五"期间建设的156个重点项目之一。1999年，为打造钢铁上市公司， 包钢 以轧钢资产为主设立了包钢股份，2001年3月9日在上海证券交 易所正式挂牌上市，股票代码为600010。上市20多年来，包钢股份资产总额增加了20倍，股权融资规模达459.35亿元，总市值由80亿元 增长至最高2300多亿元，成为我国重要的钢铁工业基地。 包钢股份产品广泛应用于京沪高铁、青藏铁路、三峡工程、北京大兴国际机场、中俄东线天然气管道等国家重点工程项目，并远销欧美 等60个国家和地区。经过多年的发展，包钢股份稀土钢品牌跻身中国品牌价值500强行列，2023年"包钢股份/BISG"品牌价值达到246.1亿 元 ...

证券之星消息，7月29日普钢板块较上一交易日上涨3.1%，八一钢铁领涨。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。普钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600126 | 杭钢股份 | 9.06 | -0.55% | 64.92万 | 5.86 Z | | 603878 | 武进不锈 | 5.77 | 0.70% | 11.56万 | 6606.10万 | | 000778 | 新兴铸管 | 3.91 | 1.30% | 46.27万 | 1.79亿 | | 601003 | 柳钢股份 | 6.82 | 1.64% | 181.45万 | 12.20亿 | | 000761 | 本钢板材 | 4.01 | 1.78% | 16.11万 | 6358.50万 | | 600231 | 凌钢股份 | 2.12 | 1.92% | 25.25万 | 5268.06万 | | 600022 | 山东钢铁 | 1. ...

| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-054 | | --- | --- | --- | | 债券代码：163705 | 债券简称：20钢联03 | | | 债券代码：175793 | 债券简称：GC钢联01 | | 内蒙古包钢钢联股份有限公司 第七届董事会第三十三次会议决议公告 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、准确性和完整性承担个别及连带责任。 一、董事会会议召开情况 内蒙古包钢钢联股份有限公司（以下简称"公司"）第七届董事 会第三十三次会议通知和议案等书面材料于 2025 年 7 月 14 日以专 人及发送电子邮件方式送达各位董事，会议于 2025 年 7 月 25 日以 通讯表决的方式召开。本次会议应参加表决董事 11 人，实际参加表 决董事 11 人。会议的召开符合有关法律、行政法规、部门规章、规 范性文件和《公司章程》的规定。 （二）会议审议通过了《关于对包钢朗润进行减资的议案》 内蒙古包钢钢联股份有限公司董事会 为了进一步优化资本结构，优化资源配置，公司与何满潮院士、 北京知行人科技有限公 ...

两市全天特大单净流出291.93亿元，其中23股特大单净流入超2亿元，寒武纪特大单净流入8.86亿元，特 大单净流入资金居首。 所属行业来看，上述特大单净流入资金居前个股中，电子、计算机、传媒行业最为集中，上榜个股分别 有6只、6只、3只。（数据宝） 特大单净流入资金排名 沪指今日收盘下跌0.33%。资金面上看，沪深两市全天特大单净流出291.93亿元，共计1766股特大单净 流入，3075股特大单净流出。 从申万一级行业来看，今日有4个行业特大单资金净流入，计算机特大单净流入规模居首，净流入资金 32.66亿元，该行业指数今日上涨1.26%，其次是电子，今日上涨1.37%，净流入资金为25.56亿元，净流 入资金居前的还有传媒、房地产等行业。 特大单资金净流出的行业共有27个，净流出资金最多的是有色金属，特大单净流出资金50.87亿元，其 次是电力设备，特大单净流出资金36.28亿元，净流出资金居前的还有建筑装饰、机械设备等行业。 具体到个股来看，23股特大单净流入超2亿元，寒武纪特大单净流入8.86亿元，净流入资金规模居首； 张江高科特大单净流入资金8.24亿元，位列第二；净流入资金居前的还有岩山科技、海 ...

主力资金监控：张江高科净买入超5亿 智通财经7月25日电，智通财经星矿数据显示，今日主力资金净流入计算机、文化传媒、房地产等板块，净流出有色金属、电新行 业、机械设备等板块，其中有色金属板块净流出超70亿元。个股方面，张江高科涨停，主力资金净买入5.73亿元位居首位，寒武纪- U、西部证券、岩山科技主力资金净流入居前；中国电建遭净卖出超22亿元位居首位，西藏天路、北方稀土、包钢股份主力资金净 流出额居前。 | 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 有色金属 | -70.01 | -6.17 | | 2 | 电新行业 | -58.86 | -6.15 | | ന | 机械设备 | -57.91 | -5.09 | | ব | 建筑工程 | -44.33 | -8.96 | | 5 | 基础化工 | -40.06 | -4.72 | 星矿主力资金监控: 午后买入前十榜 (截止时间: 14 时 15 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | -- ...

Market Performance - On July 24, the A-share market experienced a rise, with all three major indices reaching new highs for the year. The Shanghai Composite Index closed above 3600 points, up 0.65% to 3605.73 points, while the Shenzhen Component Index rose 1.21% to 11193.06 points, and the ChiNext Index increased by 1.5% to 2345.37 points. The total trading volume in the Shanghai and Shenzhen markets was 1.84 trillion yuan, a decrease of 199 billion yuan from the previous trading day [2] - The market showed a mixed performance with over 4300 stocks rising, while sectors such as Hainan Free Trade Zone, rare earth permanent magnets, lithium mining, and super hydropower led the gains. In contrast, sectors like precious metals, banking, and CPO saw declines [2] International Market Overview - In the U.S. stock market on July 24, the Dow Jones Industrial Average fell by 316.38 points, or 0.70%, closing at 44693.91 points. The S&P 500 index rose by 4.44 points, or 0.07%, to 6363.35 points, while the Nasdaq Composite Index increased by 37.94 points, or 0.18%, to 21057.96 points [4] - European markets showed mixed results as well, with the UK FTSE 100 index rising by 76.88 points, or 0.85%, to 9138.37 points, while the French CAC40 index fell by 32.15 points, or 0.41%, to 7818.28 points, and the German DAX index increased by 55.11 points, or 0.23%, to 24295.93 points [3] Commodity Prices - International oil prices rose on July 24, with light crude oil futures for September delivery increasing by $0.78 to $66.03 per barrel, a rise of 1.2%. Brent crude oil futures for September delivery also saw an increase of $0.67, closing at $69.18 per barrel [3] Financial Policies and Regulations - The People's Bank of China and the Ministry of Agriculture and Rural Affairs issued an opinion to enhance financial services for rural reform and promote comprehensive rural revitalization, focusing on increasing financial resources in key areas such as food security and rural industry development [6] - The People's Bank of China announced it will conduct a 400 billion yuan Medium-term Lending Facility (MLF) operation on July 25, with a one-year term [7] - The State-owned Assets Supervision and Administration Commission emphasized optimizing the allocation of state-owned assets and resisting "involution-style" competition, aiming for high-quality state-owned enterprise reforms [9] Industry Insights - The National Medical Insurance Administration announced that the latest round of centralized procurement will not solely rely on the lowest bid as a reference, aiming to promote quality competition and reasonable profit margins in the pharmaceutical sector [11] - In the photovoltaic industry, there are plans to revise the comprehensive energy consumption standards for polysilicon products to eliminate outdated production capacity, with current standards being ≤7.5, 8.5, and 10.5 kgce/kg, and proposed revisions to ≤5, 6, and 7.5 kgce/kg [12]

| 今日换手率（%） 主力资金流量（万元） | | --- | | 今日涨跌幅（%） | | 简称 | | 代码 | 600010 10.04 8.58 144262.41 包钢股份 沪指7月24日上涨0.65%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为美容护理、有色金 属，涨幅分别为3.10%、2.78%。钢铁行业位居今日涨幅榜第三。跌幅居前的行业为银行、通信、公用 事业，跌幅分别为1.42%、0.15%、0.09%。 资金面上看，两市主力资金全天净流入89.13亿元，今日有16个行业主力资金净流入，有色金属行业主 力资金净流入规模居首，该行业今日上涨2.78%，全天净流入资金77.36亿元，其次是非银金融行业，日 涨幅为2.06%，净流入资金为56.44亿元。 主力资金净流出的行业有15个，建筑装饰行业主力资金净流出规模居首，全天净流出资金34.17亿元， 其次是机械设备行业，净流出资金为27.37亿元，净流出资金较多的还有基础化工、通信、银行等行 业。 钢铁行业今日上涨2.68%，全天主力资金净流入14.73亿元，该行业所属的个股共44只，今日上涨的有37 只，涨停的有3只；下跌的有4只。以 ...

Core Viewpoint - The article discusses the recent developments in the A-share market, highlighting the impact of government policies and market reactions, particularly focusing on the concept of "anti-involution" in various sectors. Group 1: Market Developments - The State Council announced that the Hainan Free Trade Port will officially start operations on December 18, 2025, with the range of zero-tariff imports expanding to approximately 6,600 tax items, an increase of nearly 53 percentage points compared to before the closure [1]. - The A-share market saw all three major indices reach new highs for the year, with the Shanghai Composite Index rising by 0.65%, the Shenzhen Component Index by 1.21%, and the ChiNext Index by 1.5% [3]. - The total trading volume in the Shanghai and Shenzhen markets was 18,741.84 billion, a decrease of 245.12 billion from the previous trading day, with over 4,300 stocks rising [3]. Group 2: Sector Performance - The Hainan Free Trade Zone and duty-free shop sectors experienced significant growth, with stocks like Hainan Development and China Duty Free Group hitting the daily limit [3]. - The energy metal sector, particularly lithium mining, saw a surge, with companies like Tianqi Lithium and Shengxin Lithium Energy reaching their daily limits [3]. - The healthcare sector is undergoing reforms in centralized procurement, with new rules optimizing price difference calculations and requiring the lowest bidders to justify their pricing [1]. Group 3: Investment Trends - The article notes that the market's pessimistic expectations for the economy in the second half of the year may gradually dissipate, leading to positive feedback in market confidence and expectations [2]. - The "anti-involution" theme is emphasized, with the government taking steps to regulate pricing behaviors and competition in various industries [1][2]. - The article highlights that the recent price movements in futures markets indicate strong bullish sentiment, particularly in commodities like coke and polysilicon, but also warns of potential risks of price corrections [8].

7月24日，市场继续大涨，近4400只个股上涨，914只个股下跌，79只个股涨停，1只个股跌停。 高位股，雅下水电概念恒立钻具30CM4连板，深水规院20CM4连板，中国电建、保利联合、西藏天路、高争民爆、西宁特钢、山河智能4连板，中设股份上 演"地天板"录得4连板。海南相关个股凯撒旅业6天3板、康芝药业20CM涨停，千亿权重中国中免涨停。创新药南京新百2连板，年报增长彩虹集团2连板。 | | 代码 | 名称 | 几天几板 价格 | 涨幅% 涨停分析 | 换手率 | 成交额 | 首次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 002542 | 中化岩土 | 6天4板 5.01 | +10.11% 岩土工程+低空经济+国企+中 | 24.22% | 20.51亿 | 09:42:45 | | 2 | 601669 | 中国电建 | 4连板 7.45 | +10.04% 雅 水电概念+水电风电+抽水 | 17.09% | 158.57亿 | 10:45:00 | | 3 | 002037 | 保利联合 | 4连板 14.19 | + ...

从申万一级行业来看，今日有20个行业特大单资金净流入，有色金属特大单净流入规模居首，净流入资 金75.33亿元，该行业指数今日上涨2.78%，其次是非银金融，今日上涨2.06%，净流入资金为52.81亿 元，净流入资金居前的还有钢铁、交通运输等行业。 沪指今日收盘上涨0.65%。资金面上看，沪深两市全天特大单净流入144.91亿元，共计2216股特大单净 流入，2616股特大单净流出。 特大单资金净流出的行业共有11个，净流出资金最多的是建筑装饰，特大单净流出资金23.57亿元，其 次是基础化工，特大单净流出资金19.86亿元，净流出资金居前的还有通信、银行等行业。 具体到个股来看，45股特大单净流入超2亿元，东方财富特大单净流入20.34亿元，净流入资金规模居 首；北方稀土特大单净流入资金18.26亿元，位列第二；净流入资金居前的还有包钢股份、中国中免、 天齐锂业等。特大单净流出股中，中国电建特大单净流出资金22.38亿元，净流出资金最多；高争民 爆、中国能建特大单净流出资金分别为10.59亿元、9.67亿元，净流出资金规模位列第二、第三。 股价表现方面，特大单资金净流入超2亿元个股今日平均上涨8.52%， ...