| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-054 | | --- | --- | --- | | 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 第七届董事会第三十三次会议决议公告 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。 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 会第三十三次会议通知和议案等书面材料于 2025 年 7 月 14 日以专 人及发送电子邮件方式送达各位董事，会议于 2025 年 7 月 25 日以 通讯表决的方式召开。本次会议应参加表决董事 11 人，实际参加表 决董事 11 人。会议的召开符合有关法律、行政法规、部门规章、规 范性文件和《公司章程》的规定。 （二）会议审议通过了《关于对包钢朗润进行减资的议案》 内蒙古包钢钢联股份有限公司董事会 为了进一步优化资本结构，优化资源配置，公司与何满潮院士、 北京知行人科技有限公 ...

Market Overview - The two markets experienced a significant net outflow of 29.193 billion yuan, with 1,766 stocks seeing net inflows and 3,075 stocks experiencing net outflows [1] - The Shanghai Composite Index closed down by 0.33% [1] Industry Performance - Four industries saw net inflows from large orders, with the computer industry leading at a net inflow of 3.266 billion yuan and an index increase of 1.26% [1] - The electronics sector followed with a net inflow of 2.556 billion yuan and an increase of 1.37% [1] - Other industries with net inflows included media and real estate [1] - In contrast, 27 industries experienced net outflows, with the non-ferrous metals sector seeing the largest outflow of 5.087 billion yuan [1] - The power equipment sector had a net outflow of 3.628 billion yuan, followed by construction decoration and machinery equipment [1] Individual Stock Performance - 23 stocks had net inflows exceeding 200 million yuan, with Cambricon Technologies leading at 886 million yuan [2] - Zhangjiang Hi-Tech had a net inflow of 824 million yuan, ranking second [2] - Other notable stocks with significant inflows included Yanshan Technology, Haiguang Information, and Western Securities [2] - On the outflow side, Northern Rare Earth saw the largest net outflow of 1.974 billion yuan, followed by China Power Construction and Baosteel with outflows of 1.767 billion yuan and 1.634 billion yuan respectively [2] Stock Price Movements - Stocks with net inflows exceeding 200 million yuan averaged a rise of 7.01%, outperforming the Shanghai Composite Index [2] - Notable stocks that hit the daily limit up included Ashi Innovation and InnoCare [2] - The sectors with the highest concentration of stocks with significant net inflows were electronics, computers, and media, with 6, 6, and 3 stocks respectively [2] Detailed Stock Data Top Net Inflows | Code | Name | Closing Price (Yuan) | Change (%) | Net Inflow (Billion Yuan) | Industry | | --- | --- | --- | --- | --- | --- | | 688256 | Cambricon Technologies | 673.30 | 12.17 | 0.886 | Electronics | | 600895 | Zhangjiang Hi-Tech | 30.58 | 10.00 | 0.824 | Real Estate | | 002195 | Yanshan Technology | 5.88 | 4.44 | 0.462 | Computer | | 688041 | Haiguang Information | 141.49 | 3.50 | 0.439 | Electronics | | 002673 | Western Securities | 8.78 | 6.04 | 0.420 | Non-Banking Finance | [2][3] Top Net Outflows | Code | Name | Closing Price (Yuan) | Change (%) | Net Outflow (Billion Yuan) | Industry | | --- | --- | --- | --- | --- | --- | | 600111 | Northern Rare Earth | 38.25 | 0.29 | -1.974 | Non-Ferrous Metals | | 601669 | China Power Construction | 7.22 | -3.09 | -1.767 | Construction Decoration | | 600010 | Baosteel | 2.47 | -1.98 | -1.634 | Steel | | 600326 | Tibet Tianlu | 15.43 | 9.98 | -1.205 | Building Materials | | 002594 | BYD | 337.93 | -1.40 | -1.047 | Automotive | [4]

Group 1: Market Overview - Main capital inflow was observed in the computer, cultural media, and real estate sectors, while significant outflows occurred in the non-ferrous metals, electric new energy, and machinery equipment sectors [1] - The non-ferrous metals sector experienced a net outflow exceeding 7 billion [1] Group 2: Capital Inflow by Sector - The computer sector led with a net inflow of 21.39 billion, representing a 1.46% inflow rate [2] - Cultural media followed with a net inflow of 11.05 billion, with an inflow rate of 2.81% [2] - Real estate sector recorded a net inflow of 4 billion, with a 2.19% inflow rate [2] Group 3: Capital Outflow by Sector - The non-ferrous metals sector had the highest net outflow of 70.01 billion, with a -6.17% outflow rate [3] - The electric new energy sector saw a net outflow of 58.86 billion, with a -6.15% outflow rate [3] - Machinery equipment sector experienced a net outflow of 57.91 billion, with a -5.09% outflow rate [3] Group 4: Top Stocks by Capital Inflow - Zhangjiang Hi-Tech topped the list with a net inflow of 5.73 billion, reflecting a 15.70% inflow rate [4] - Cambricon Technologies-U followed closely with a net inflow of 5.37 billion, at an 11.94% inflow rate [4] - Western Securities recorded a net inflow of 5.08 billion, with a 15.14% inflow rate [4] Group 5: Top Stocks by Capital Outflow - China Power Construction faced the largest net outflow of 22.34 billion, with a -16.55% outflow rate [5] - Tibet Tianlu had a net outflow of 19.07 billion, reflecting a -22.08% outflow rate [5] - Northern Rare Earth experienced a net outflow of 17.50 billion, with a -13.21% outflow rate [5]

Market Performance - On July 24, the A-share market experienced a rise, with all three major indices reaching new highs for the year. The Shanghai Composite Index closed above 3600 points, up 0.65% to 3605.73 points, while the Shenzhen Component Index rose 1.21% to 11193.06 points, and the ChiNext Index increased by 1.5% to 2345.37 points. The total trading volume in the Shanghai and Shenzhen markets was 1.84 trillion yuan, a decrease of 199 billion yuan from the previous trading day [2] - The market showed a mixed performance with over 4300 stocks rising, while sectors such as Hainan Free Trade Zone, rare earth permanent magnets, lithium mining, and super hydropower led the gains. In contrast, sectors like precious metals, banking, and CPO saw declines [2] International Market Overview - In the U.S. stock market on July 24, the Dow Jones Industrial Average fell by 316.38 points, or 0.70%, closing at 44693.91 points. The S&P 500 index rose by 4.44 points, or 0.07%, to 6363.35 points, while the Nasdaq Composite Index increased by 37.94 points, or 0.18%, to 21057.96 points [4] - European markets showed mixed results as well, with the UK FTSE 100 index rising by 76.88 points, or 0.85%, to 9138.37 points, while the French CAC40 index fell by 32.15 points, or 0.41%, to 7818.28 points, and the German DAX index increased by 55.11 points, or 0.23%, to 24295.93 points [3] Commodity Prices - International oil prices rose on July 24, with light crude oil futures for September delivery increasing by $0.78 to $66.03 per barrel, a rise of 1.2%. Brent crude oil futures for September delivery also saw an increase of $0.67, closing at $69.18 per barrel [3] Financial Policies and Regulations - The People's Bank of China and the Ministry of Agriculture and Rural Affairs issued an opinion to enhance financial services for rural reform and promote comprehensive rural revitalization, focusing on increasing financial resources in key areas such as food security and rural industry development [6] - The People's Bank of China announced it will conduct a 400 billion yuan Medium-term Lending Facility (MLF) operation on July 25, with a one-year term [7] - The State-owned Assets Supervision and Administration Commission emphasized optimizing the allocation of state-owned assets and resisting "involution-style" competition, aiming for high-quality state-owned enterprise reforms [9] Industry Insights - The National Medical Insurance Administration announced that the latest round of centralized procurement will not solely rely on the lowest bid as a reference, aiming to promote quality competition and reasonable profit margins in the pharmaceutical sector [11] - In the photovoltaic industry, there are plans to revise the comprehensive energy consumption standards for polysilicon products to eliminate outdated production capacity, with current standards being ≤7.5, 8.5, and 10.5 kgce/kg, and proposed revisions to ≤5, 6, and 7.5 kgce/kg [12]

Market Overview - The Shanghai Composite Index rose by 0.65% on July 24, with 28 out of 33 sectors experiencing gains, led by the beauty care and non-ferrous metals sectors, which increased by 3.10% and 2.78% respectively [2] - The steel industry ranked third in terms of daily gains, with an increase of 2.68% [3] Fund Flow Analysis - The net inflow of capital in the two markets was 8.913 billion yuan, with 16 sectors seeing net inflows [2] - The non-ferrous metals sector had the highest net inflow of 7.736 billion yuan, followed by the non-bank financial sector with a net inflow of 5.644 billion yuan [2] Steel Industry Performance - The steel industry saw a net inflow of 1.473 billion yuan, with 37 out of 44 stocks in the sector rising [3] - Among the steel stocks, Baogang Co. had the highest net inflow of 1.443 billion yuan, followed by Hainan Mining and Dazhong Mining with net inflows of 109 million yuan and 106 million yuan respectively [3][4] Individual Stock Performance - The top three stocks with significant net outflows in the steel sector were Jiugang Hongxing, Bayi Steel, and Shagang Co., with outflows of 74.2516 million yuan, 62.2445 million yuan, and 55.7950 million yuan respectively [3][5] - The overall performance of steel stocks showed a strong positive trend, with a majority of stocks experiencing gains [3]

Core Viewpoint - The article discusses the recent developments in the A-share market, highlighting the impact of government policies and market reactions, particularly focusing on the concept of "anti-involution" in various sectors. Group 1: Market Developments - The State Council announced that the Hainan Free Trade Port will officially start operations on December 18, 2025, with the range of zero-tariff imports expanding to approximately 6,600 tax items, an increase of nearly 53 percentage points compared to before the closure [1]. - The A-share market saw all three major indices reach new highs for the year, with the Shanghai Composite Index rising by 0.65%, the Shenzhen Component Index by 1.21%, and the ChiNext Index by 1.5% [3]. - The total trading volume in the Shanghai and Shenzhen markets was 18,741.84 billion, a decrease of 245.12 billion from the previous trading day, with over 4,300 stocks rising [3]. Group 2: Sector Performance - The Hainan Free Trade Zone and duty-free shop sectors experienced significant growth, with stocks like Hainan Development and China Duty Free Group hitting the daily limit [3]. - The energy metal sector, particularly lithium mining, saw a surge, with companies like Tianqi Lithium and Shengxin Lithium Energy reaching their daily limits [3]. - The healthcare sector is undergoing reforms in centralized procurement, with new rules optimizing price difference calculations and requiring the lowest bidders to justify their pricing [1]. Group 3: Investment Trends - The article notes that the market's pessimistic expectations for the economy in the second half of the year may gradually dissipate, leading to positive feedback in market confidence and expectations [2]. - The "anti-involution" theme is emphasized, with the government taking steps to regulate pricing behaviors and competition in various industries [1][2]. - The article highlights that the recent price movements in futures markets indicate strong bullish sentiment, particularly in commodities like coke and polysilicon, but also warns of potential risks of price corrections [8].

Market Overview - The market experienced a significant rise on July 24, with nearly 4,400 stocks increasing in value, while 914 stocks declined, and 79 stocks hit the daily limit up, with only one stock hitting the limit down [1]. Key Stocks and Performance - High-performing stocks included: - Zhonghua Rock and Soil (002542) with a 10.11% increase over 6 days and 4 consecutive limit ups, trading at 5.01 [3]. - China Power Construction (601669) achieved a 10.04% increase with 4 consecutive limit ups, trading at 7.45 [3][14]. - Poly United (002037) also saw a 10% increase with 4 consecutive limit ups, trading at 14.19 [3]. - High-flying stocks in the Hainan Free Trade Zone and Yashan Hydropower concept were highlighted as market hotspots [4]. Trading Activity - The top three net purchases on the trading board were: - Baogang Co. (600010) with a net purchase of 5.89 billion [6]. - Zhifei Biological (300122) with a net purchase of 3.21 billion [6]. - Tianqi Lithium (002466) with a net purchase of 3.06 billion [6]. - The top three net sales were: - China Power Construction (601669) with a net sale of 5.45 billion [7]. - Gaozheng Civil Explosives (002827) with a net sale of 2.67 billion [7]. - Guoji Heavy Equipment (601399) with a net sale of 2.26 billion [7]. Sector Highlights - The market focused on sectors such as Hainan Free Trade Zone, Yashan Hydropower concept, rare earths, and low-altitude economy [4]. - The rare earth sector is experiencing a price increase, with Baogang Co. planning to raise its related transaction price to 19,109 yuan/ton, a 1.5% increase [12][13]. Company Developments - China Power Construction emphasized high-quality execution of major national projects, positioning them as significant political tasks [16]. - The company reported a new contract amount of 686.699 billion yuan for the first half of the year, a 5.83% year-on-year increase [16]. - Zhifei Biological's stock surged due to developments in vaccine research, with a 20% increase and significant institutional buying [17][20]. Institutional Activity - Institutional buying was notable in stocks like Baogang Co., Tianqi Lithium, and Zhifei Biological, indicating strong interest in these companies [10][25]. - The net buying activity from the Shanghai-Hong Kong Stock Connect was also significant, with Baogang Co. receiving 2 billion yuan [25].

Market Overview - The net inflow of large orders in the two markets reached 14.491 billion yuan, with 45 stocks seeing net inflows exceeding 200 million yuan, led by Dongfang Caifu with a net inflow of 2.034 billion yuan [1] - The Shanghai Composite Index closed up by 0.65% [1] Industry Performance - Among the 20 industries with net inflows, non-ferrous metals topped the list with a net inflow of 7.533 billion yuan and an index increase of 2.78%, followed by non-bank financials with a net inflow of 5.281 billion yuan and a 2.06% increase [1] - 11 industries experienced net outflows, with the construction decoration industry seeing the highest outflow of 2.357 billion yuan, followed by basic chemicals with 1.986 billion yuan [1] Individual Stock Performance - 45 stocks had net inflows exceeding 200 million yuan, with Dongfang Caifu leading at 2.034 billion yuan, followed by Northern Rare Earth at 1.826 billion yuan [2] - Stocks with significant net inflows averaged an increase of 8.52%, outperforming the Shanghai Composite Index, with 44 of these stocks closing higher, including stocks like Tongguan Copper Foil and Zhifei Biological [2] - The top sectors for net inflows included non-ferrous metals, non-bank financials, and pharmaceutical biology, with 14, 5, and 4 stocks respectively [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Dongfang Caifu: 2.034 billion yuan, 2.57% increase [2] - Northern Rare Earth: 1.826 billion yuan, 9.00% increase [2] - Baogang Co.: 1.612 billion yuan, 10.04% increase [2] - China Duty Free: 0.955 billion yuan, 10.00% increase [2] - Tianqi Lithium: 0.893 billion yuan, 9.99% increase [2] Top Net Outflow Stocks - The stocks with the highest net outflows include: - China Power Construction: -2.238 billion yuan, 10.04% increase [4] - Gaozheng Min Explosive: -1.059 billion yuan, 10.01% increase [4] - China Energy Engineering: -0.967 billion yuan, 3.79% increase [4] - Tied for fourth place are several stocks with outflows between -0.918 billion and -0.636 billion yuan [4]

稀土永磁概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600111 | 北方稀 土 | 9.00 | 11.66 | 155351.22 | 9.93 | | 600010 | 包钢股 份 | 10.04 | 8.58 | 144262.41 | 21.96 | | 000831 | 中国稀 土 | 6.13 | 12.67 | 49907.92 | 8.85 | | 600259 | 广晟有 色 | 9.99 | 12.71 | 43052.85 | 16.23 | | 000970 | 中科三 环 | 10.03 | 4.95 | 31227.11 | 37.98 | | 600366 | 宁波韵 升 | 6.74 | 17.73 | 29070.06 | 12.57 | | 300748 | 金力永 | 9.94 | 11.43 | 23849.20 | 6.50 | | --- | --- | ...

Group 1 - The rare earth permanent magnet sector experienced a significant surge, with the related index (884086.WI) rising over 4.5% [1] - The rare earth ETF (159713) opened low but rose by 4.70% at one point during the day, achieving a six-day consecutive increase with a total rise of over 12% in the recent period and nearly 23% over the last 20 days [1] - Key stocks in the sector, such as Baogang Co. and Zhongke Sanhuan, hit the daily limit, while Benlang New Materials rose over 9%, with more than 10 stocks increasing by over 5% [2] Group 2 - A significant breakthrough was achieved with the "Nd Yellow River Mine" being internationally certified, providing a new pathway for the strategic development of rare earth resources [2] - Rare earths are identified as a core strategic resource in modern industry, particularly irreplaceable in high-end manufacturing [2] - China holds a dominant position in the global rare earth supply chain, with market shares of 69% in rare earth concentrate production, 92% in rare earth smelting and separation, and 90% in rare earth permanent magnet production [2] - The Ministry of Industry and Information Technology plans to implement ten key industry growth stabilization measures, which are expected to boost both supply and demand in the rare earth sector, enhancing industry valuation recovery [2] - Preliminary performance forecasts for the first half of 2025 from rare earth sector companies indicate significant year-on-year growth, with a notable increase in both volume and price, suggesting a potential "Davis Double Play" for the sector [2]