Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 2.2% with a transaction volume of 106 million yuan [2] - Over the past week, the average daily transaction volume reached 371 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 290 million yuan in the past week, also ranking first among comparable funds [2] - The latest share count for the Rare Earth ETF reached 3.351 billion shares, marking a one-year high and ranking first among comparable funds [2] - The latest net inflow of funds into the Rare Earth ETF was 58.08 million yuan, with a total of 344 million yuan net inflow over the last five trading days [2] - As of August 12, the net value of the Rare Earth ETF has increased by 76.79% over the past year, ranking 124th out of 2954 index equity funds, placing it in the top 4.20% [2] - The fund has recorded a maximum monthly return of 41.25% since its inception, with the longest consecutive monthly gains being four months and a maximum cumulative increase of 83.89% [2] Group 2: Market Outlook and Recommendations - Xiangcai Securities suggests focusing on upstream rare earth resource companies due to improved supply-demand dynamics, driven by expectations of supply contraction and increased demand from relaxed export controls [3] - Everbright Securities anticipates that the domestic market will continue to perform strongly due to the accumulation of favorable internal and external factors [3] - Huazhong Securities recommends investors to focus on high-growth technology sectors and performance-supported industries, including AI, robotics, military industry, rare earth permanent magnets, precious metals, construction machinery, motorcycles, and agricultural chemicals [3] Group 3: Top Holdings in Rare Earth Industry - The top ten weighted stocks in the Zhongzheng Rare Earth Industry Index include Northern Rare Earth, China Rare Earth, China Aluminum, Shenghe Resources, Wolong Electric Drive, China Aluminum, Lingyi Technology, Greeley, Xiamen Tungsten, and Goldwind Technology, collectively accounting for 59.32% of the index [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：600010 股票简称：包钢股份 编号：（临）2025-056 包钢集团目前暂无将本次解除质押的股份用于后续质押的计划，未来如有变动，公司将按照相关规定及 时履行信息披露义务。 特此公告。 内蒙古包钢钢联股份有限公司董事会 重要内容提示: ● 2025年8月11日，内蒙古包钢钢联股份有限公司（简称"公司"）控股股东包头钢铁（集团）有限责任 公司（简称"包钢集团"），将质押的无限售流通股55,500.00万股办理了解除质押手续。截至2025年8月 11日，包钢集团持有公司无限售流通股1,117,497.15万股，限售流通股1,390,782.11万股，持股总数量 2,508,279.26万股，占公司总股本的55.38%。本次解除质押后，包钢集团共质押公司股票715,998.88万 股，占其持有总额的28.55%。 公司于2025年8月12日接到控股股东包钢集团出具的《进行解除股票质押的函》，获悉其所持有本公司 的部分股份解除质押，具体事项如下。 ■ 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股份解除质押公告 本公司董事会 ...

Core Viewpoint - Baosteel Co., Ltd. has experienced a decline in stock price and significant net outflow of funds, indicating potential challenges in the market environment [1] Company Overview - Baosteel Co., Ltd. is primarily engaged in the production and sales of steel products, covering the entire industry chain of the metallurgical sector [1] - The controlling shareholder is Baotou Iron and Steel (Group) Co., Ltd., with the actual controller being the State-owned Assets Supervision and Administration Commission of Inner Mongolia Autonomous Region [1] - The company's revenue is entirely derived from the metallurgical industry, as reported in the 2024 annual report [1] Stock Performance - As of August 12, 2025, Baosteel's stock price closed at 2.51 yuan, down by 0.06 yuan, representing a decline of 2.33% from the previous trading day [1] - The trading volume on that day was 102.39 million shares, with a total transaction value of 2.575 billion yuan [1] Share Pledge and Financials - On August 12, Baosteel announced that its controlling shareholder, Baosteel Group, released 555 million shares from pledge on August 11, which accounts for 2.21% of its holdings [1] - After this release, Baosteel Group still has 7.16 billion shares pledged, representing 28.55% of its total holdings [1] - In the first quarter of 2025, the company reported revenue of 15.433 billion yuan and a net profit attributable to shareholders of 44.96 million yuan [1] Fund Flow - On August 12, there was a net outflow of 450 million yuan in main funds, which is 0.57% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 917 million yuan, accounting for 1.16% of the circulating market value [1]

公司于 2025 年 8 月 12 日接到控股股东包钢集团出具的《进行解 除股票质押的函》，获悉其所持有本公司的部分股份解除质押，具体 事项如下。 内蒙古包钢钢联股份有限公司股份解除质押公告 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。 股票代码：600010 股票简称：包钢股份 编号：（临）2025-056 ）控股股东包头钢铁（集团）有限责任公司（简称"包钢集团" ）， 将质押的无限售流通股 55,500.00 万股办理了解除质押手续。截至 万股，限售流通股 1,390,782.11 万股，持股总数量 2,508,279.26 万 股，占公司总股本的 55.38%。本次解除质押后，包钢集团共质押公 司股票 715,998.88 万股，占其持有总额的 28.55%。 债券代码：175793 债券简称：GC钢联01 重要内容提示: ? 2025 年 8 月 11 日，内蒙古包钢钢联股份有限公司（简称"公 司" 股东名称 包头钢铁（集团）有限责任公司 本次解除质押股份 55,500.00 万股 占其所持股份比例 2.21% ...

Group 1 - Baosteel Co., Ltd. announced on August 12 that after the release of stock pledges, its controlling shareholder, Baosteel Group, has pledged approximately 7.16 billion shares, accounting for 28.55% of its total holdings [2] - For the year 2024, Baosteel Co., Ltd.'s revenue composition is entirely from the metallurgy industry, with a 100.0% share [2]

主力资金净流出的行业有24个，国防军工行业主力资金净流出规模居首，全天净流出资金70.52亿元， 其次是有色金属行业，净流出资金为64.83亿元，净流出资金较多的还有电力设备、机械设备、医药生 物等行业。 钢铁行业今日下跌0.83%，全天主力资金净流出7.56亿元，该行业所属的个股共44只，今日上涨的有8 只，涨停的有1只；下跌的有35只。以资金流向数据进行统计，该行业资金净流入的个股有11只，净流 入资金居首的是杭钢股份，今日净流入资金7936.83万元，紧随其后的是方大特钢、河钢资源，净流入 资金分别为2687.31万元、1639.51万元。钢铁行业资金净流出个股中，资金净流出超千万元的有15只， 净流出资金居前的有包钢股份、华菱钢铁、马钢股份，净流出资金分别为4.87亿元、8037.51万元、 5396.86万元。 沪指8月12日上涨0.50%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为通信、电子，涨幅 分别为2.24%、1.88%。跌幅居前的行业为国防军工、钢铁，跌幅分别为1.03%、0.83%。钢铁行业位居 今日跌幅榜第二。 资金面上看，两市主力资金全天净流出301.23亿元，今日有7个行 ...

| | | 内蒙古包钢钢联股份有限公司股份解除质押公告 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: 特此公告。 内蒙古包钢钢联股份有限公司董事会 2025 年 8 月 12 日 公司于 2025 年 8 月 12 日接到控股股东包钢集团出具的《进行解 除股票质押的函》，获悉其所持有本公司的部分股份解除质押，具体 事项如下。 | 股东名称 | | | | 包头钢铁（集团）有限责任公司 | | --- | --- | --- | --- | --- | | 本次解除质押股份 | 55,500.00 | | 万股 | | | 占其所持股份比例 | 2.21% | | | | | 占公司总股本比例 | 1.23% | | | | | 解除质押时间 | 2025 年 | 8 | 月 11 | 日 | | 持股数量 | 2,508,279.26 万股 | | --- | --- | | 持股比例 | 55.38% | | 剩余被质押股份数量 | 715,998.88 万股 | | 剩余被质押股份数量占其所持股份比 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 脑机接口 | 2.37 | PEEK材料 | -1.58 | | 光刻机 | 2.26 | 稀土永磁 | -1.53 | | 中国AI 50 | 2.01 | MLOps概念 | -1.39 | | 国家大基金持股 | 1.83 | 动物疫苗 | -1.34 | | 光刻胶 | 1.68 | 重组蛋白 | -1.14 | | 深圳国企改革 | 1.56 | 转基因 | -1.12 | | 牙科医疗 | 1.51 | DRG/DIP | -1.12 | | 液冷服务器 | 1.46 | 细胞免疫治疗 | -1.10 | | 光纤概念 | 1.43 | 培育钻石 | -1.04 | | 共封装光学(CPO) | 1.42 | 航空发动机 | -1.03 | 资金面上看，今日稀土永磁概念板块获主力资金净流出45.17亿元，其中，47股获主力资金净流出，8股 主力资金净流出超亿元，净流出资金居首的是北方稀土，今日主力资金净流出8.97亿元，净流出资金居 前的还有盛和资源、包钢股份、中国稀土等，主 ...

Market Overview - On August 12, the general steel sector experienced a decline of 1.05%, with Baogang Co. leading the drop [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Individual Stock Performance - Notable performers included: - Ba Yi Steel (600581) with a closing price of 5.13, up 10.09% and a trading volume of 2.657 million shares, totaling 1.317 billion yuan [1] - Hangang Co. (600126) closed at 8.92, up 1.59% with a trading volume of 1.003 million shares, totaling 889 million yuan [1] - Conversely, Baogang Co. (600010) closed at 2.51, down 2.33% with a trading volume of 10.239 million shares, totaling 257.5 million yuan [2] Capital Flow Analysis - The steel sector saw a net outflow of 633 million yuan from institutional investors, while retail investors contributed a net inflow of 467 million yuan [2] - The capital flow for individual stocks showed: - Hangang Co. had a net inflow of 71.4246 million yuan from institutional investors, but a net outflow of 45.5242 million yuan from retail investors [3] - Ba Yi Steel experienced a net inflow of 21.9463 million yuan from institutional investors, with retail investors contributing a net inflow of 29.27 million yuan [3]

截至8月12日午后一小时，主力资金流出前20的股票分别为：北方稀土（-8.27亿元）、盛和资源（-6.25 亿元）、天齐锂业（-5.95亿元）、长城军工（-5.77亿元）、航天科技（-5.38亿元）、中航沈飞（-5.24 亿元）、金发科技（-5.19亿元）、际华集团（-5.16亿元）、兴森科技（-4.47亿元）、赛诺医疗（-4.05 亿元）、中国稀土（-3.89亿元）、包钢股份（-3.84亿元）、禾望电气（-3.81亿元）、西藏天路（-3.63 亿元）、内蒙一机（-3.61亿元）、景旺电子（-3.35亿元）、拓尔思（-3.14亿元）、大族激光（-3.13亿 元）、北方导航（-3.01亿元）、上海瀚讯（-2.84亿元）。 本文源自：金融界 作者：金股通 ...