证券时报·数据宝统计，截至10月24日收盘，沪深两市共455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，天马科技等连续28日主力资金净流出，排名第一；恩威医药连续20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，比亚迪主力资金净流出金额最大，连续6天累计净 流出44.02亿元，包钢股份紧随其后，9天累计净流出31.46亿元。从主力资金净流出占成交金额的比例来 看，比亚迪占比排名居首，该股近6日下跌2.99%。（数据宝） 连续5日或以上主力资金净流出个股排名 | 证券代 | 证券简称 | 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 | | 天数 | （亿元） | （%） | （%） | | 002594 | 比亚迪 | 6 | 44.02 | 18.18 | -2.99 | | 600010 | 包钢股份 | 9 | 31.46 | 6.34 | -5.73 | | 601899 | 紫金矿业 | 7 | 20.87 | 3.67 | -3.07 | | 6 ...

（记者 王晓波） 截至发稿，包钢股份市值为1196亿元。 每经头条（nbdtoutiao）——四次登上央视，知名大佬"消失"5年，我们在水果仓库找到了他！从月薪 5000到千亿市值公司联席总裁，他45岁再创业 每经AI快讯，包钢股份（SH 600010，收盘价：2.64元）10月23日晚间发布公告称，公司第七届第三十 六次董事会会议于2025年10月23日以通讯表决的方式召开。会议审议了《关于2025年度申请新增银行授 信额度的议案》等文件。 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%。 ...

| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-069 | | --- | --- | --- | | 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 第七届董事会第三十六次会议决议公告 项目投资、偿还债务等，具体融资品种包括但不限于项目贷款、流 动资金贷款、银行承兑汇票、信用证、发债额度、保函、资产支持 计划等。 议案表决结果：同意 11 票，弃权 0 票，反对 0 票。 （二）会议审议通过了《关于公司制氧机组及空压机组资产对 外处置的议案》 为盘活闲置资产，公司拟处置制氧机组及空压机组相关资产， 资产原值 24289.83 万元，资产净值 872.19 万元，出售价格以最终 评估价格为准，将在内蒙古产权交易中心挂牌拍卖。 议案表决结果：同意 11 票，弃权 0 票，反对 0 票。 特此公告。 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 会第三十六次会议通知和议案等书面材料于 2025 年 10 月 20 日以专 人及发送电子邮件方式送达各位董事，会议于 2025 年 10 月 23 日以 通讯表决的 ...

包钢股份公告称，公司第七届董事会第三十六次会议审议通过两项议案。一是拟向各银行申请不超过 27.6亿元的敞口授信额度，用于日常生产经营、项目投资等，融资品种多样。二是为盘活闲置资产，拟 处置制氧及空压机组相关资产，资产原值24289.83万元，净值872.19万元，出售价以评估为准，将在内 蒙古产权交易中心挂牌拍卖。两项议案表决结果均为11票同意，0票弃权与反对。 ...

Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi reached a trading volume of 97.241 million yuan [3] - Over the past two weeks, the scale of the Rare Earth ETF increased by 2.632 billion yuan, marking significant growth and ranking first among comparable funds [3] - In terms of shares, the ETF saw an increase of 10.7 million shares in the past week, also ranking first among comparable funds [3] - In the last five trading days, there were net inflows on three days, totaling 917 million yuan [3] - As of October 22, the net value of the Rare Earth ETF has risen by 88.51% over the past two years, ranking 88th out of 2358 index equity funds, placing it in the top 3.73% [3] - The highest monthly return since inception was 41.25%, with the longest consecutive monthly increase being four months and a maximum increase of 83.89% [3] Group 2: Market Dynamics and Policy Impact - The Ministry of Commerce, in conjunction with the General Administration of Customs and other departments, has issued multiple export control policies, highlighting the strategic nature of rare earth resources [4] - The combination of regulatory constraints and declining imports has strengthened the rigidity of rare earth supply [4] - Demand from sectors such as new energy vehicles, consumer electronics, variable frequency air conditioners, and wind power is expected to continue rising, providing strong support for rare earth prices [4] - Emerging fields like robotics, low-altitude economy, and industrial motors are anticipated to open up long-term demand growth opportunities [4] - The supply-demand dynamics in the rare earth industry are expected to reach a turning point, with a continued recommendation for strategic allocation in the rare earth industry chain [4] Group 3: Top Weighting Stocks in Rare Earth Industry - The top ten weighted stocks in the China Rare Earth Industry Index account for 61.96% of the index, including Northern Rare Earth, Wolong Electric Drive, Lingyi Technology, China Rare Earth, Shenghe Resources, Gree Environmental, Goldwind Technology, Baotou Steel, Xiamen Tungsten, and China Aluminum [3]

据了解，"中国好技术"作为国内具有广泛影响力的科技奖项，旨在促进并推动优秀技术创新及创新成果 转化。该奖项自2014年创立以来，累计征集项目超5500个，入选率不足30%。 内蒙古日报•草原云记者：杨威 转自：草原云 "碳化法钢铁渣综合利用示范产业化"项目，不仅实现了钢铁渣的高效资源化利用，更探索出工业固废与 碳排放协同治理的新路径，高度契合国家"双碳"战略。这一成果为传统钢铁行业提供了可复制、可推广 的转型范例。值得一提的是，该项目此前已荣获"国家绿色低碳示范项目"等多项荣誉，技术成熟度与社 会认可度持续提升。 10月22日，记者从内蒙古自治区国资委获悉：中国生产力促进中心协会日前正式公布2024年度"中国好 技术"评选结果，包钢集团包瀜公司的"碳化法钢铁渣综合利用示范产业化"项目和包钢集团环境工程研 究院的"焦化酚氰废水深度处理技术"项目，成功入选2024年度"中国好技术"Ａ类、Ｂ类项目库。 "焦化酚氰废水深度处理技术"项目，通过对工艺系统全面优化，显著提升了废水处理效能。该技术项目 不仅拥有自主知识产权，获得多项核心专利，更在实际应用中展现出卓越的环保与经济价值。截至目 前，"焦化酚氰废水深度处理技术" ...

"KYR型稀土捕收剂"工业应用试验现场。 据介绍，本次进行工业试验的"KYR型稀土捕收剂"，是矿研院"新型高效稀土捕收药剂的开发及应用"项 目所取得的重要科研成果。项目团队联合白云选矿分公司（宝山矿业），在包钢选区选矿作业部的稀土 浮选生产线上进行了全面的应用验证。 在持续34天的工业试验期内，"KYR型稀土捕收剂"凭借优异的测试指标，充分展现了其在分选稀土矿物 方面的核心优势：所得稀土精矿品位高、杂质含量低、产品产量大。具体试验数据显示，在全部40个稳 定生产的试验班次中，最终产出的稀土精矿加权平均品位达到了60.83%，大幅超过了预设的试验目 标；同时，精矿的平均班产量也比既定试验目标高出8.8%。两项关键指标均超额完成任务，证明了该 药剂在面对不同的生产水质与变化的原矿性质时，均能保持稳定良好的选别性能。 转自：草原云 记者10月22日从包钢集团了解到，近日，随着最后一组试验数据的产出，由包钢集团矿山研究院自主研 发并完成工业制备的"KYR型稀土捕收剂"圆满结束了工业应用试验。此举标志着包钢集团在稀土选矿领 域取得关键技术进步，此项成果将显著提升白云鄂博矿稀土资源的综合利用效率。 此外，试验还取得一项重 ...

Market Overview - On October 22, the steel sector experienced a slight decline of 0.0%, with Baogang Co. leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Individual Stock Performance - Lingang Co. saw a significant increase of 9.96%, closing at 2.65, with a trading volume of 1.3588 million shares and a turnover of 348 million yuan [1] - Other notable performers included Youfa Group (+2.57%), Zhongnan Co. (+1.78%), and Jiugang Hongxing (+1.17%) [1] - Baogang Co. led the declines with a drop of 1.50%, closing at 2.63, with a trading volume of 9.0024 million shares and a turnover of 2.366 billion yuan [2] Capital Flow Analysis - The steel sector saw a net outflow of 232 million yuan from main funds, while retail investors contributed a net inflow of 333 million yuan [2] - The capital flow for individual stocks indicated that Lingang Co. had a net inflow of 84.85 million yuan from main funds, while Youfa Group experienced a net outflow of 31.99 million yuan [3] - The overall trend showed that retail investors were more active, with significant inflows into several stocks despite the outflows from institutional and speculative funds [3]

Market Performance - The steel sector saw an increase of 0.78% on October 21, with Wujin Stainless Steel leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Individual Stock Performance - Wujin Stainless Steel (603878) closed at 11.18, with a significant increase of 10.04% and a trading volume of 394,600 shares, amounting to a transaction value of 421 million yuan [1] - Anyang Iron & Steel (600569) rose by 2.58% to close at 2.39, with a trading volume of 476,800 shares and a transaction value of 113 million yuan [1] - Other notable performers include Ansteel (000898) with a 2.23% increase, Chongqing Steel (601005) up 1.97%, and Shandong Steel (600022) up 1.84% [1] Capital Flow Analysis - The steel sector experienced a net inflow of 9.09 million yuan from institutional investors, while retail investors contributed a net inflow of 19.3 million yuan [2] - However, there was a net outflow of 202 million yuan from speculative funds [2] Detailed Capital Flow for Selected Stocks - Wujin Stainless Steel had a net inflow of 66.62 million yuan from institutional investors, but a net outflow of 43.74 million yuan from speculative funds [3] - Nanjing Steel (600282) saw a net inflow of 23.69 million yuan from institutional investors, with a net outflow of 12.29 million yuan from speculative funds [3] - Baosteel (600019) had a net inflow of 12.40 million yuan from institutional investors, while retail investors showed a net outflow of 22.58 million yuan [3]

Core Insights - The steel industry is experiencing a gradual recovery in demand, with a notable increase in apparent consumption and a decrease in inventory levels, indicating a potential stabilization in the market [1][3] - Despite the positive demand trends, profitability in the steel sector has declined, with significant drops in gross margins for key products, suggesting ongoing cost pressures [2] - The supply side is expected to continue its contraction, supported by government policies aimed at reducing production and promoting a balance between supply and demand [3] Demand and Supply Analysis - Apparent consumption of the five major steel products reached 8.7541 million tons, up by 1.2398 million tons week-on-week, with construction materials and sheet products also showing increases [1] - Total steel production was 8.5695 million tons, down by 0.0636 million tons, while total inventory decreased to 15.8226 million tons, down by 0.1846 million tons, maintaining a low level [1] - The operating rate of blast furnaces remained stable at 84.27%, while electric furnace operating rates increased slightly, indicating a mixed response in production capabilities [1] Profitability Trends - The average gross profit for rebar fell to 111.6 CNY per ton, down by 34.3 CNY per ton, and for hot-rolled coils, it dropped to 21.6 CNY per ton, down by 67.6 CNY per ton [2] - The profitability rate for 247 steel companies decreased to 55.41%, down by 0.87% week-on-week, reflecting the challenges faced by the industry [2] Future Outlook - The demand from the real estate sector is expected to weaken, but stable growth is anticipated in infrastructure and manufacturing, which may support overall steel demand [3] - The government has introduced policies to control production, aiming to phase out inefficient capacities and support advanced enterprises, which may lead to a quicker recovery in the steel industry's fundamentals [3] Investment Recommendations - Companies with leading technology and product structures, such as Baosteel (600019.SH) and Hualing Steel (000932.SZ), are recommended for their competitive advantages [5] - Low-valuation, high-dividend steel companies like CITIC Special Steel (000708.SZ) and Yongjin Shares (603995.SH) are also highlighted as attractive investment opportunities [5] - The report suggests a positive outlook for upstream resource companies, recommending firms like Hebei Steel Resources (000923.SZ) and Erdos (600295.SH) due to their long-term advantages [5]