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 ...

Core Insights - The article highlights the top 20 stocks experiencing significant outflows of main capital as of August 12, with notable amounts for each company [1] Group 1: Major Capital Outflows - Northern Rare Earth saw an outflow of 0.702 billion yuan [1] - Tianqi Lithium experienced a capital outflow of 0.545 billion yuan [1] - Great Wall Military Industry had an outflow of 0.531 billion yuan [1] - Jinfeng Technology faced a capital outflow of 0.522 billion yuan [1] - Aerospace Science and Technology saw an outflow of 0.498 billion yuan [1] - Shenghe Resources experienced a capital outflow of 0.486 billion yuan [1] - AVIC Shenyang Aircraft Company had an outflow of 0.466 billion yuan [1] - Jihua Group faced a capital outflow of 0.420 billion yuan [1] - China Rare Earth experienced an outflow of 0.350 billion yuan [1] - Hezhong Electric saw an outflow of 0.346 billion yuan [1] - Sino Medical Sciences experienced a capital outflow of 0.343 billion yuan [1] - Huasheng Tiancheng faced an outflow of 0.338 billion yuan [1] - Xingsen Technology saw an outflow of 0.329 billion yuan [1] - Tuolisi experienced a capital outflow of 0.320 billion yuan [1] - Inner Mongolia First Machinery Group had an outflow of 0.295 billion yuan [1] - Jingwang Electronics faced an outflow of 0.290 billion yuan [1] - Northern Navigation experienced a capital outflow of 0.285 billion yuan [1] - Ganfeng Lithium saw an outflow of 0.257 billion yuan [1] - Anke Biotechnology faced an outflow of 0.250 billion yuan [1] - Baogang Group experienced a capital outflow of 0.243 billion yuan [1]

Group 1 - The rare earth index experienced a decline of over 3% in a single day, indicating a significant downturn in the sector [1] - Component stocks generally weakened, with notable declines including Shenghe Resources down 5.67%, Northern Rare Earth down 4.04%, China Rare Earth down 3.73%, Guangsheng Nonferrous down 3.34%, and Baotou Steel down 2.72% [1]