钢铁是怎样炼成的？80后的父辈所熟悉的保尔·柯察金有着自己的答案。那么，钢轨是如何制造的呢？ 近日，中国经济网记者跟随2025"新中有你"网络主题传播活动采访团来到了包头钢铁（集团）有限责任 公司，找寻属于新时代的答案。走进车间，当轨梁厂2号大型万能轧钢生产线上红彤彤的钢轨呼啸而 过，即便站在安全线外，仍能感到阵阵热浪袭来，让人不自觉地后退半步；乘车穿行厂区，郁郁葱葱的 树木搭配错落有致的花草，使人仿佛置身园林景区一般。 包 钢轨梁厂2号大型万能轧钢生产线。中国经济网 王凯／摄 钢轨梁厂智能化集控中心。中国经济网 年巍／摄 算法取代"凭经验" 包钢始建于1954年，是国家在"一五"期间建设的156个重点项目之一，传承着"齐心协力建包钢"历史佳 话。钢轨一直是包钢的拳头产品，各种规格型号产品连通了纵横庞大的轨道交通网，也绘就了包钢钢轨 的"山河图"。今年3月，包钢钢材产品库再添新兵，批量供货美标IS高强度热处理钢轨。 走进包钢轨梁厂智能化集控中心，24米超宽大屏正动态显示百米钢轨生产的全流程数据。"传统钢铁生 产中有诸多痛点，如加热炉人工调控危险高、钢坯温度波动大，冷区工序自动化水平低、质量监测反馈 滞后，百米 ...

Group 1 - The stock price of Baosteel Co., Ltd. increased by 2.24% on August 22, reaching 2.74 CNY per share, with a trading volume of 840 million CNY and a turnover rate of 0.99%, resulting in a total market capitalization of 124.09 billion CNY [1] - Year-to-date, Baosteel's stock price has risen by 47.47%, with a 9.16% increase over the last five trading days, a 10.93% increase over the last twenty days, and a 56.75% increase over the last sixty days [1] - Baosteel has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on July 30, where it recorded a net purchase of 374 million CNY [1] Group 2 - As of July 18, the number of shareholders of Baosteel reached 756,600, an increase of 10.45%, while the average circulating shares per person decreased by 9.46% to 41,475 shares [2] - For the first quarter of 2025, Baosteel reported an operating income of 15.433 billion CNY, a year-on-year decrease of 13.04% [2] - Since its A-share listing, Baosteel has distributed a total of 4.487 billion CNY in dividends, with 90.577 million CNY distributed over the past three years [2]

Market Overview - The Shanghai Composite Index rose by 0.13% on August 21, with 17 out of the 28 sectors experiencing gains, led by Agriculture, Forestry, Animal Husbandry, and Fishery, which increased by 1.50%, and Oil and Petrochemicals, which rose by 1.39% [1] - The Steel sector saw an increase of 0.54% [1] - The sectors that declined included Machinery Equipment and Electric Equipment, with decreases of 1.08% and 0.98%, respectively [1] Capital Flow - The main capital flow showed a net outflow of 66.42 billion yuan across the two markets, with five sectors experiencing net inflows [1] - The Retail sector had the highest net inflow, amounting to 750 million yuan, and increased by 0.70% [1] - The Utilities sector followed with a net inflow of 557 million yuan and a daily increase of 0.89% [1] - A total of 26 sectors experienced net outflows, with the Electronics sector leading with a net outflow of 14.99 billion yuan, followed by Electric Equipment with an outflow of 8.38 billion yuan [1] Steel Industry Analysis - The Steel sector had a net inflow of 423 million yuan, with 27 out of 44 stocks rising [2] - Among the stocks, Baogang Co. had the highest net inflow of 405 million yuan, followed by Hangang Co. and Baosteel Co. with inflows of 135 million yuan and 29.43 million yuan, respectively [2] - Eight stocks in the Steel sector experienced net outflows exceeding 10 million yuan, with the largest outflows from Nanjing Steel, Shagang Group, and Vanadium Titanium Co., amounting to 51.68 million yuan, 40.75 million yuan, and 35.31 million yuan, respectively [2] Steel Stock Performance - The top-performing stocks in the Steel sector based on capital flow included: - Baogang Co. with a daily increase of 1.52% and a turnover rate of 6.09%, net inflow of 404.81 million yuan [2] - Hangang Co. with a daily increase of 3.48% and a turnover rate of 6.43%, net inflow of 135.09 million yuan [2] - Baosteel Co. with a daily increase of 0.42% and a turnover rate of 0.27%, net inflow of 29.43 million yuan [2] - Conversely, stocks with significant net outflows included: - Nanjing Steel with a net outflow of 51.68 million yuan [3] - Shagang Group with a net outflow of 40.75 million yuan [3] - Vanadium Titanium Co. with a net outflow of 35.31 million yuan [3]

Group 1 - The core viewpoint of the article indicates that the steel sector experienced a slight increase, with the overall index showing mixed results on the trading day [1] - The Shanghai Composite Index closed at 3771.1, up by 0.13%, while the Shenzhen Component Index closed at 11919.76, down by 0.06% [1] - The steel sector saw a net inflow of main funds amounting to 5.53 billion yuan, while retail investors experienced a net outflow of 2.0 billion yuan [3] Group 2 - Hangzhou Iron & Steel Co., Ltd. led the gains in the steel sector with a closing price of 9.80, reflecting an increase of 3.48% [1] - Other notable performers included Nanjing Steel Co., Ltd. with a 1.69% increase and Baotou Steel Co., Ltd. with a 1.52% increase [1] - The trading volume for Hangzhou Iron & Steel was 2.17 million hands, with a transaction value of 2.08 billion yuan [1]

Group 1: Liquidity and Fund Performance - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 4.52% with a transaction volume of 244 million yuan [3] - As of August 20, the Rare Earth ETF managed by Jiashi has reached a new high in size at 5.372 billion yuan, ranking first among comparable funds [3] - The fund has seen a significant increase in shares, with an addition of 282 million shares this month, also ranking first among comparable funds [3] - Over the past 10 trading days, the Rare Earth ETF has attracted a total of 144 million yuan in inflows [3] - The net value of the Rare Earth ETF has increased by 104.13% over the past year, placing it in the top 1.82% among 2,965 index equity funds [3] - The fund's highest monthly return since inception was 41.25%, with the longest consecutive monthly gains being 4 months and a maximum increase of 83.89% [3] Group 2: Market Trends and Price Movements - As of August 15, the price of praseodymium and neodymium oxide rose to 593,000 yuan per ton, with a daily increase of 5.6%, while the price of metallic praseodymium and neodymium reached 720,000 yuan per ton, up 4.7% [4] - Northern Rare Earth and Baotou Steel have adjusted the trading price of rare earth concentrates for Q3 2025 to 19,109 yuan per ton, a 1.5% increase from Q2, marking the fourth consecutive quarter of price increases since Q4 2024 [4] - Analysts believe that the supply-demand relationship in the rare earth industry has improved significantly, with supply growth slowing domestically and demand being driven by industries such as robotics [4] - High smelting costs overseas are supporting price differentials, and the U.S. acquisition base price is raising price expectations, leading to a reassessment of the strategic value of rare earths [4] Group 3: Top Holdings in Rare Earth Sector - As of July 31, the top ten weighted stocks in the China Securities Rare Earth Industry Index include Northern Rare Earth, Baotou Steel, China Rare Earth, Shenghe Resources, Wolong Electric Drive, China Aluminum, Linyi Intelligent Manufacturing, Greeenmei, Xiamen Tungsten, and Goldwind Technology, collectively accounting for 59.32% of the index [3]

转自：草原云 钢中加入被誉为"工业维生素"的稀土，使其更坚、更韧、更强。包钢股份薄板厂持续优化稀土耐磨钢生 产工艺，推动产品性能稳步提升。今年以来，其宽厚板生产线已累计供货薄规格稀土耐磨钢4000余吨， 厚规格产品3000余吨。尤为关键的是，包钢股份现已实现8毫米至60毫米全规格稀土耐磨钢的批量生产 与全覆盖，成功跻身行业前列。 包钢股份薄板厂生产的稀土耐磨钢。 内蒙古日报·草原云记者：蔡冬梅 通讯员 ：张玉超 包钢股份薄板厂宽厚板生产线集控操作室。 得益于性能提升，包钢稀土耐磨钢已赢得国内各大煤机厂的青睐，订单稳步增加。据了解，其稀土耐磨 钢轨已应用在大秦、神华等重载铁路线，显著延长钢轨寿命并降低维护成本。同时，高耐磨稀土钢用于 刮板机、矿用汽车车厢等设备，抗压能力提升80%以上，受到国内外客户的高度认可。 8月19日，记者见到包钢股份宽厚板生产线热处理区域技术主管吴鹏飞，他说，稀土元素在钢铁材料中 作用显著。过去，该生产线主要批量生产厚度在20至30毫米的中间规格稀土耐磨钢。面对市场对薄、厚 规格产品日益增长的需求，包钢股份瞄准高端应用领域，通过精心调整稀土元素的加入形态、方式及用 量，有效优化产品性能， ...

Core Viewpoint - The rare earth industry chain has shown significant growth, particularly in rare earth resource and magnet processing leading companies, attracting market attention due to improved performance [1] Group 1: Industry Performance - All segments of the rare earth industry have achieved varying degrees of growth, with leading companies in rare earth resources and magnet processing showing the highest growth rates [1] - Domestic demand for permanent magnets is strong, driven by multiple large manufacturers intensively bidding and increased overseas orders for magnetic materials due to export controls [1] Group 2: Market Trends - The rare earth prices continue to rise due to stringent supply-side controls and robust downstream demand, leading to a strong rebound in the fundamentals of the rare earth sector [1] - The rare earth ETF (516780) has seen significant inflows, with its scale exceeding 2.2 billion yuan, marking a historical high, and a daily average trading volume of 211 million yuan since July [1] Group 3: ETF Details - The underlying index of the rare earth ETF (516780) is the CSI Rare Earth Industry Index, which includes companies involved in rare earth mining, processing, trading, and applications [1] - The top five constituent stocks of the ETF, which account for a combined weight of 38.73%, include North Rare Earth, Baotou Steel, China Rare Earth, Shenghe Resources, and Wolong Electric Drive, all of which are competitive players in the global rare earth industry [1] Group 4: Fund Management - The ETF is managed by Huatai-PB Fund, which has over 18 years of experience in ETF operations and is recognized for its index investment management capabilities [1] - As of August 18, 2025, Huatai-PB Fund's total ETF scale reached 535.3 billion yuan, indicating strong management performance [1]

包钢股份8月18日大宗交易平台出现一笔成交，成交量50.00万股，成交金额134.00万元，大宗交易成交 价为2.68元。该笔交易的买方营业部为中国中金财富证券有限公司福州五四路证券营业部，卖方营业部 为中国国际金融股份有限公司北京建国门外大街证券营业部。 进一步统计，近3个月内该股累计发生10笔大宗交易，合计成交金额为1401.00万元。 证券时报·数据宝统计显示，包钢股份今日收盘价为2.68元，上涨6.77%，日换手率为7.40%，成交额为 61.14亿元，全天主力资金净流入6.68亿元，近5日该股累计上涨4.28%，近5日资金合计净流入5398.88万 元。 两融数据显示，该股最新融资余额为20.65亿元，近5日减少8658.55万元，降幅为4.02%。（数据宝） 8月18日包钢股份大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | | | | | 50.00 | 134.00 | ...

从板块表现来看，液冷服务器、影视、CPO、稀土永磁等板块涨幅居前，煤炭、有色金属、钢铁等板块跌幅居前。 一、沪深股通前十大成交 今日沪股通总成交金额为1862.57亿，深股通总成交金额为1832.3亿。 从沪股通前十大成交个股来看，中国平安位居首位；寒武纪和中信证券分居二、三位。 从深股通前十大成交个股来看，东方财富位居首位；宁德时代和中际旭创分居二、三位。 二、板块个股主力大单资金 | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 电子 | 45.93 | 1.05 | | 2 | 通信 | 37.80 | 2.64 | | 3 | 文化传媒 | 27.80 | 3.47 | | 4 | 银行 | 14.69 | 3.82 | | 5 | 影视院线 | 9.75 | 5.70 | | 排名 | 板块名称 | 主力资金净流出(亿元) | 主力资金净流出率 (%) | | --- | --- | --- | --- | | 1 | 非組金融 | -77.41 | -4.38 | | 2 | 证券 | -72.21 ...

8月18日，包钢股份大宗交易成交50万股，成交额134万元，占当日总成交额的0.02%，成交价2.68元，较市场收盘价2.68元持平。 | 2025-08-18 | 包钢股份 | 600010 | 2.68 134 | 50 | 中国中金财富证券 | 中国国际金融股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 有限公司福州五四 | 有限公司北京建国 | | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 路证券营业部 | 门外大街证券营业 | 卖出营业部 | ...