（文章来源：证券日报） 证券日报网讯 12月2日晚间，包钢股份发布公告称，2025年11月，公司通过集中竞价交易方式回购股份 7073200股，占公司总股本的比例为0.016%，成交的最高价为2.69元/股、最低价为2.41元/股，已支付的 总金额为1800.0483万元（不含佣金、手续费等交易费用）。 ...

（记者 王瀚黎） 每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 每经AI快讯，包钢股份12月2日晚间发布公告称，截至2025年11月30日，公司通过集中竞价交易方式累 计回购股份约2934万股，占公司总股本的比例为0.065%，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7000.0827万元。 ...

| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-077 | | --- | --- | --- | | 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。 重要内容提示： | 回购方案首次披露日 | 2025 年 4 月 19 日 | | | --- | --- | --- | | 回购方案实施期限 | 2025 年 5 月 22 日至 2026 年 | 5 月 21 日 | | 预计回购金额 | 1 亿元（含）——2 亿元（含） | | | 回购用途 | 减少注册资本 □用于员工持股计划或股权激励 | | | | □用于转换公司可转债 | | | | □为维护公司价值及股东权益 | | | 累计已回购股数 | 2933.8700 万股 | | | 累计已回购股数占总股本比例 | 0.065% | | | 累计已回购金额 | 7000.0827 万元 | | | 实际回购价格区间 ...

格隆汇12月2日丨包钢股份(600010.SH)公布，截至2025年11月30日，公司通过集中竞价交易方式累计回 购股份29338700股，占公司总股本的比例为0.065%，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7000.0827万元（不含佣金、手续费等交易费用）。 ...

包钢股份公告称，公司于2025年4月、5月审议通过股份回购方案，自2025年5月22日至2026年5月21日， 预计回购1亿-2亿元股份用于减少注册资本。2025年11月，公司回购707.32万股，占总股本0.016%，支 付1800.0483万元。截至11月30日，累计回购2933.87万股，占总股本0.065%，累计支付7000.0827万元， 回购价格1.79-2.72元/股。 ...

格隆汇12月2日丨包钢股份(600010.SH)公布，截至2025年11月30日，公司通过集中竞价交易方式累计回 购股份29338700股，占公司总股本的比例为0.065%，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7000.0827万元（不含佣金、手续费等交易费用）。 ...

Group 1 - The core viewpoint of the article indicates a decline in rare earth stocks, with Chinese rare earths dropping over 3%, and companies like Northern Rare Earth, Wolong Electric Drive, Shenghe Resources, and Baotou Steel falling more than 2% [1] - The related rare earth ETFs also experienced a decline, with an approximate drop of 2% [1] Group 2 - Specific ETF performance includes: - Jiashi Rare Earth ETF (516150) at 1.711, down 0.035 or 2.00% - Rare Earth ETF (159713) at 1.228, down 0.024 or 1.92% - Rare Earth ETF (516780) at 1.654, down 0.031 or 1.84% [2] - Analysts suggest that rare earths, as core resources for high-end manufacturing and strategic emerging industries, are showing a resonance in both supply and demand [2] - The strategic position of the rare earth industry chain is expected to be further solidified against the backdrop of increased supply concentration and upgraded demand structure, providing long-term driving force for high-end manufacturing development [2]

每经AI快讯，12月2日，稀土指数盘中跌2%，成分股多数走低，中国稀土跌2.96%，华宏科技跌 2.28%，盛和资源跌2.19%，包钢股份跌2.01%，北方稀土跌1.96%。 （文章来源：每日经济新闻） ...

本报讯 （记者马宇薇）11月29日，在2025"读懂内蒙古"年会上，包头钢铁（集团）有限责任公司（以 下简称"包钢集团"）党委常委、副总经理刘振刚以"彰显服务国家战略的包钢'稀'力量"为主题发表推 介，向与会嘉宾展示了包钢集团在稀土产业领域的新成就、新担当。 刘振刚表示，承载着"齐心协力建包钢"红色基因的包钢集团，始终牢记嘱托、感恩奋进，全力投身"两 个稀土基地"建设，为推动内蒙古高质量发展贡献力量。 近年来，包钢集团着力夯实资源基础，投入1.76亿元开展白云鄂博资源勘查，全面掌握稀土资源家底。 通过建成北方稀土绿色冶炼升级改造项目，实现了产能、工艺、技术等六个方面的全球领先，目前可满 足全国70%以上的稀土市场需求，有力保障了国家战略资源安全。 创新驱动成为包钢集团高质量发展的强大引擎。2023年以来，该企业研发投入强度持续提升，组建了16 个国家级科研平台，参与25项国家级科研项目，取得399项创新成果，主导或参与制定132项国际国内标 准。500兆帕级稀土风电钢达到全球最高工程应用等级，多项创新成果通过"三首"认定，15种新材料实 现行业首发。 包钢集团作为包头市"1144"产业体系的重要支撑，正以稀土 ...

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, and supply-side market clearing has begun, indicating a potential recovery in the steel industry's fundamentals. If supply policies are implemented, the contraction in supply may accelerate, leading to quicker industry recovery [3][8]. - The report highlights a decrease in apparent steel consumption and inventory levels, with a total apparent consumption of 8.88 million tons, down 0.69% week-on-week but up 1.2% year-on-year [5][21]. - The report anticipates that the steel demand will stabilize, with a continued expectation of supply contraction. The negative impact of the real estate sector on steel demand is expected to diminish, while demand from infrastructure and manufacturing is projected to grow steadily [5][3]. Summary by Sections Steel - Steel prices have increased week-on-week, with Shanghai rebar prices rising by 30 CNY/ton to 3260 CNY/ton, a 0.93% increase. Total steel inventory decreased by 320,000 tons to 14.01 million tons [5][8]. - The operating rate of blast furnaces in 247 steel mills decreased to 81.09%, down 1.1 percentage points from the previous week [5][27]. - The average gross profit for rebar was 91 CNY/ton, up 30 CNY/ton from the previous week, while hot-rolled coil had a gross profit of -47 CNY/ton, an increase of 18.4 CNY/ton [5][36]. Raw Materials - Iron ore spot prices increased, with the price for PB powder rising by 2 CNY/ton to 793 CNY/ton, a 0.25% increase. The total inventory of iron ore at ports rose by 1% to 15.206 million tons [5][45][51]. - The total shipment volume of the four major iron ore producers decreased by 225,000 tons to 21.2 million tons [5][60]. Special Steel and New Materials - The report notes an increase in stainless steel prices and a recovery in industrial-grade and battery-grade lithium carbonate prices [5][4]. Macroeconomic Context - The crude steel production from January to October 2025 showed a year-on-year decline, with the construction and manufacturing sectors continuing to weaken [5][5.1]. Investment Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel and Hualing Steel, as well as low-cost and flexible steel companies like Fangda Special Steel and New Steel [5].