Group 1: Liquidity and Scale of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 2.35% and a transaction volume of 201 million yuan [3] - As of September 2, the scale of the Rare Earth ETF reached 8.573 billion yuan, marking a new high since its inception and ranking first among comparable funds [3] - The latest share count for the Rare Earth ETF is 4.927 billion shares, also a new high since inception, and ranks first among comparable funds [3] Group 2: Fund Inflows and Performance - The Rare Earth ETF has seen continuous net inflows over the past 9 days, with a maximum single-day net inflow of 486 million yuan, totaling 2.783 billion yuan [3] - Over the past year, the net value of the Rare Earth ETF has increased by 113.75%, ranking 126th out of 2992 index equity funds, placing it in the top 4.21% [3] - Since its inception, the ETF has recorded a maximum monthly return of 41.25%, with the longest consecutive monthly gains being 4 months and the longest cumulative gain of 83.89% [3] Group 3: Industry Insights and Price Trends - The price of praseodymium and neodymium oxide is currently 597,200 yuan per ton, reflecting a week-on-week decrease of 4.05% [4] - The recent implementation of interim measures marks the official start of supply-side reforms in the rare earth industry [4] - July saw a significant increase in magnetic material exports, with month-on-month and year-on-year growth of 75% and 6% respectively, indicating potential for further recovery in exports [4] Group 4: Key Stocks in the Rare Earth Sector - The top ten weighted stocks in the China Rare Earth Industry Index account for 62.15% of the index, with notable companies including Northern Rare Earth and China Rare Earth [3][6] - Northern Rare Earth has a weight of 13.22% and a price increase of 3.43%, while China Rare Earth has a weight of 5.63% and a price decrease of 2.21% [6] - Investors can also access rare earth investment opportunities through the Jiashi Rare Earth ETF linked fund (011036) [6]

快查APP显示，北方稀土、包钢股份、中航泰达相关公司包钢集团节能环保科技产业有限责任公司于 2025年9月3日发布一则招标信息，项目名称为包钢节能环保公司北营炼铁总厂新1#、新2#高炉热风炉超 低排项目专业技术服务竞争谈判竞争谈判采购公告，预算金额为283.50万元。 （来源：快查一企业中标了） 快查股权穿透数据显示，该公司由北方稀土、包钢股份、中航泰达持股，出资比例为41%、5%、34%。 ...

（来源：快查一企业中标了） 快查股权穿透数据显示，该公司由北方稀土持股，出资比例为0.58%。 快查APP显示，北方稀土相关公司内蒙古包钢钢联股份有限公司于2025年9月3日发布一则招标信息，项 目名称为2025年8月份包钢股份电磁搅拌辊电气备件采购(招标)招标公告，预算金额为103.56万元。 ...

Core Points - As of September 2, 2023, a total of 1,029 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more [1] - The stock with the longest continuous net outflow is Xinrui Technology, with 26 days, followed by *ST Gaohong with 20 days [1] - The largest total net outflow amount is from Baogang Co., with a cumulative outflow of 5.034 billion yuan over six days [1] - Guizhou Energy has the highest proportion of net outflow relative to trading volume, with a recent decline of 6.75% over five days [1] Summary by Category Continuous Net Outflow Stocks - Xinrui Technology: 26 days of net outflow [1] - *ST Gaohong: 20 days of net outflow [1] - Baogang Co.: 6 days, net outflow of 5.034 billion yuan [1] - Guizhou Energy: 5 days, net outflow of 9.14 million yuan, down 6.75% [1] Net Outflow Amounts - Baogang Co.: 5.034 billion yuan over 6 days [1] - Guizhou Energy: 9.14 million yuan over 5 days [1] - Zhinan Zhen: 3.843 billion yuan over 5 days [1] - Changshan Beiming: 2.891 billion yuan over 10 days [1] Proportional Net Outflow - Guizhou Energy: Highest proportion of net outflow [1] - Other notable stocks with significant net outflows include TCL Technology and China Nuclear Power [1]

每经AI快讯，包钢股份（SH 600010，收盘价：2.65元）9月2日晚间发布公告称，截至2025年8月31日， 公司通过集中竞价交易方式累计回购股份约1254万股，占公司总股本的比例为0.028%，成交的最高价 为2.72元/股、最低价为1.79元/股，已支付的总金额为2750.0759万元。 2024年1至12月份，包钢股份的营业收入构成为：冶金行业占比100.0%。 截至发稿，包钢股份市值为1200亿元。 （记者 曾健辉） 每经头条（nbdtoutiao）——人口流失、土地闲置的城市要不要撤并？专访国家发改委专家高国力：未 来不排除，目前没到这阶段 ...

| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-060 | | --- | --- | --- | | 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 关于股份回购进展情况的公告 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。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自 律监管指引第 7 号——回购股份》等有关规定，公司应于每个月的 前 3 个交易日内公告截止上月末的回购进展情况。具体情况如下： 2025 年 8 月，公司通过集中竞价交易方式回购股份 2686400 股，占公司总股本的比例为 0.006%，成交的最高价为 2.71 元/股、 最低价为 2.5 元/股，已支付的总金额为 700.0986 万元（不含佣金、 手续费等交易费用）。 截至 2025 年 8 月 31 日，公司通过集中竞价交易方式累计回购 股份 12543200 股，占公司总股本的 ...

格隆汇9月2日丨包钢股份(600010.SH)公布，截至2025年8月31日，公司通过集中竞价交易方式累计回购 股份12543200股，占公司总股本的比例为0.028%，成交的最高价为2.72元/股、最低价为1.79元/股，已 支付的总金额为2750.0759万元（不含佣金、手续费等交易费用）。 ...

证券时报·数据宝统计，截至9月1日收盘，沪深两市共770只个股连续5日或5日以上主力资金净流出。从 净流出持续时间来看，欣锐科技连续25日主力资金净流出，排名第一；*ST高鸿连续19日主力资金净流 出，位列第二。从主力资金净流出总规模来看，包钢股份主力资金净流出金额最大，连续5天累计净流 出44.00亿元，招商银行紧随其后，8天累计净流出28.43亿元。从主力资金净流出占成交金额的比例来 看，中国核电占比排名居首，该股近5日下跌4.96%。（数据宝） 连续5日或以上主力资金净流出个股排名 | 证券代 | 证券简 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | 称 | 天数 | （亿元） | （%） | （%） | | 600010 | 包钢股 | 5 | 44.00 | 13.85 | -8.03 | | | 份 | | | | | | 600036 | 招商银 行 | 8 | 28.43 | 9.09 | -3.38 | | 000625 | 长安汽 车 | 6 | 27.66 | ...

Core Viewpoint - Baosteel's half-year report for 2025 shows a significant increase in revenue and net profit, indicating a strong performance despite industry challenges [1] Financial Performance - In the first half of 2025, Baosteel achieved operating revenue of 31.327 billion yuan and a net profit attributable to shareholders of 151 million yuan, representing a year-on-year growth of 39.99% [1] Production and Capacity - The company produced 7.0303 million tons of iron, 7.4947 million tons of steel, and 6.9417 million tons of finished products, maintaining a stable production rhythm [1] - The strategic focus on high-quality specialty steel and rare earth steel has led to a 12.61% increase in orders for specialty steel, totaling 5.4253 million tons [1] Product Development and Market Expansion - Baosteel has successfully expanded its product applications in high-end sectors, including silicon steel, heavy rail, automotive steel, and wind power steel, contributing to increased production and efficiency [2] - The company has established a service network with processing centers in various cities to enhance collaboration within the supply chain [2] Cost Management and Efficiency - The company implemented a comprehensive cost management system, achieving a reduction in costs by 822 million yuan year-on-year through improved production efficiency and optimized raw material structure [2] Focus on New Energy and R&D - Baosteel is concentrating on the wind, water, and hydrogen energy sectors, developing high-performance rare earth steel products to meet the demands of key projects [3] - The company has successfully applied its products in various projects, including wind power and hydrogen pipeline projects, showcasing its commitment to innovation [3] Resource Advantage - Baosteel benefits from its controlling shareholder's access to the Baiyun Obo mine, a world-class multi-metal resource, ensuring a stable supply of raw materials [4] - The unique characteristics of the mine allow Baosteel to enhance the performance of its rare earth steel products, translating resource advantages into manufacturing strengths [4] Investor Returns - The company plans to distribute cash dividends of 90.5772 million yuan for the 2024 fiscal year, representing 34.23% of the net profit attributable to shareholders [5] - Baosteel has initiated a share repurchase plan, with a total repurchase amount of 20.4998 million yuan as of July 31, 2025, indicating a commitment to enhancing shareholder value [5]

Market Overview - On September 1, the general steel sector experienced a slight decline of 0.1%, with Baogang Co. leading the drop [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Individual Stock Performance - Notable gainers in the steel sector included: - Hangang Co. (600126) with a closing price of 10.49, up 2.64% and a trading volume of 2.4742 million shares, totaling 2.656 billion yuan [1] - Bayi Steel (600581) closed at 4.45, up 2.30% with a trading volume of 536,600 shares, totaling 236 million yuan [1] - Benxi Steel (000761) closed at 3.65, up 1.96% with a trading volume of 155,700 shares, totaling 56.1916 million yuan [1] - Conversely, Baogang Co. (600010) saw a decline of 1.43%, closing at 2.75 with a trading volume of 16.8029 million shares, totaling 4.601 billion yuan [2] - Other notable decliners included: - Hebei Steel (000709) down 1.21% to 2.44 with a trading volume of 139,090 shares [2] - Baosteel (600019) down 0.58% to 6.89 with a trading volume of 186,800 shares, totaling 1.291 billion yuan [2] Capital Flow Analysis - The steel sector experienced a net outflow of 1.19 billion yuan from major funds, while retail investors contributed a net inflow of 708 million yuan [2] - Specific stock capital flows included: - Chongqing Steel (601005) with a net inflow of 27.8511 million yuan from major funds, but a net outflow of 17.6784 million yuan from speculative funds [3] - Anshan Steel (000898) saw a net inflow of 7.5332 million yuan from major funds, with minimal activity from speculative and retail investors [3]