数据显示，山东钢铁8月15日主力资金净流入1644.14万元，近五日主力资金累计净流入1025.83万元。 风险提示：股市有风险，投资需谨慎。 截至2025年8月15日收盘，山东钢铁报1.50元，较前一交易日上涨0.02元，涨幅1.35%。当日成交量为 539805手，成交金额达0.81亿元。该股开盘报1.48元，盘中最高触及1.51元，最低下探1.48元，振幅 2.03%。 山东钢铁属于钢铁行业板块，是山东省重要的钢铁生产企业。公司主要从事钢铁冶炼、钢材轧制及销售 业务，产品涵盖板材、型材等多个品种。 ...

Group 1 - The stock price of Shandong Steel closed at 1.53 yuan on August 12, 2025, down by 0.02 yuan from the previous trading day [1] - The opening price was 1.55 yuan, with a high of 1.56 yuan and a low of 1.53 yuan, and the trading volume reached 538,545 hands, amounting to 0.83 billion yuan [1] - Shandong Steel operates in the steel industry, focusing on steel smelting, steel processing, and related technical consulting services, with products including plates, profiles, and special steel widely used in construction, machinery manufacturing, and automotive manufacturing [1] Group 2 - On the same day, the net outflow of main funds for Shandong Steel was 4.30 million yuan, while the cumulative net inflow over the past five trading days was 18.31 million yuan [1] - The company's total market capitalization is 16.369 billion yuan, with a price-to-book ratio of 0.88 times [1]

Investment Rating - The industry investment rating is maintained as "Positive" [4] Core Insights - The upcoming military parade is expected to catalyze the implementation of production restrictions, leading to significant changes in the supply side of the industry [8] - Short-term production cuts in Tangshan may impact at least 1.4% of Hebei's steel output, potentially driving up steel prices and profit margins [8] - The steel industry is anticipated to return to a state of supply-demand balance, paving the way for high-quality development due to both short-term production cuts and mid-term capacity clearance [8] Summary by Sections Industry Overview - The report highlights that the military parade will lead to stringent production restrictions, similar to those seen in previous years [8] - Historical data indicates that production cuts during past parades significantly affected steel output and prices [8] Production Impact - The production cut in Tangshan is projected to affect approximately 463 million tons of steel output during the specified period [8] - The average monthly steel output in Hebei from 2015 to 2024 is noted to be around 24.62 million tons [8] Future Outlook - The report suggests that the steel industry is on the verge of significant supply-side changes, which could stabilize profit margins and lead to a more favorable operating environment [8] - Long-term prospects include a focus on companies with stable dividend levels, as the industry moves towards a more balanced supply-demand scenario [8]

Investment Rating - The report maintains a "Positive" investment rating for the non-ferrous and steel industry [5] Core Viewpoints - The current period is seen as an investment opportunity for the gold sector, driven by expectations of a potential interest rate cut by the Federal Reserve [8][12][13] - Economic indicators suggest that maintaining high growth is challenging, leading to increased expectations for interest rate cuts [14] - The impact of tariffs is becoming evident, with expectations of rising inflation due to the depletion of low-cost inventories [15] Summary by Sections Gold Sector - The gold sector is viewed as a timely investment opportunity, with recent employment data indicating a shift towards lower growth expectations, enhancing the likelihood of interest rate cuts [13][14] - The average tariff rate in the U.S. has reached 20.1%, which is expected to further influence inflation in the coming quarters [15] Steel Sector - The steel industry is experiencing short-term profit fluctuations but is expected to stabilize and recover in the medium term due to the "anti-involution" policy [16] - Steel consumption has increased by 3.63% week-on-week, while production has shown a mixed trend with a notable rise in rebar production [21][18] - Overall steel inventory has risen, but structural improvements in demand are anticipated [23] - The cost of steel production is expected to stabilize, with short-term cost reduction potential diminishing [27] - Steel prices are projected to continue rising, supported by the "anti-involution" policy [36] New Energy Metals - The production of lithium carbonate in June 2025 saw a significant year-on-year increase of 20.95%, indicating strong supply dynamics [41] - The demand for new energy vehicles remains robust, with production and sales showing substantial growth [45] - Prices for lithium, cobalt, and nickel have generally increased, reflecting strong market conditions [50]

Investment Rating - The report maintains a "Positive" investment rating for the steel industry, indicating a favorable outlook for mid-term investment opportunities [6]. Core Insights - The steel industry is expected to experience high-quality and high-return development, driven by the "anti-involution" policy, which is anticipated to catalyze production cuts and stabilize steel prices, thereby enhancing profit margins for steel companies [9][21]. - The supply-side structural issues are likely to reverse, leading to a balanced supply-demand scenario that can stabilize industry profits [9][23]. - A significant oversupply of iron ore is expected in the mid-term, with a projected increase in supply outpacing demand, which will likely lead to a decline in iron ore prices and subsequently enhance profitability for steel companies [9][19]. Summary by Sections Introduction - The "anti-involution" policy was officially introduced in July 2024, aiming to prevent vicious competition in the steel industry, which has been significantly affected by declining demand and overcapacity [13][21]. Supply-Side Structural Issues - The report highlights that the ultra-low emission transformation in the steel industry is nearing completion, with over 76% of total capacity having undergone some form of transformation by July 2025 [30][32]. - The report anticipates that the completion of these transformations will help eliminate the "bad money drives out good" phenomenon, leading to a more equitable competitive environment [33][41]. Iron Ore Supply and Demand - The report forecasts a strong oversupply of iron ore, with supply growth expected to exceed 5% annually until 2026, while demand is projected to grow only modestly [9][19]. - This oversupply is expected to lead to a significant decline in iron ore prices, which will enhance the profitability of steel manufacturers [9][19]. Dividend Potential - The report suggests that with reduced capital expenditures and stable profits, steel companies are likely to increase their dividend payouts, indicating a shift towards high-quality, high-return development in the industry [9][24]. Investment Recommendations - The report recommends focusing on steel companies with high gross profit elasticity, such as Shandong Steel and others, for short-term investments, while suggesting long-term investments in companies with stable dividend levels like Baosteel and Hualing Steel [9][24].

截至2025年8月1日收盘，山东钢铁(600022)报收于1.53元，上涨0.66%，换手率0.61%，成交量65.73万 手，成交额1.0亿元。 董秘最新回复 投资者： 近两年不在分红了么？ 董秘： 感谢您对我公司的关注。公司自上市以来已累计分红34.74亿元。近年受行业周期性低谷、原料 价格高位运行及需求疲软等因素影响，公司经营业绩承压，累计未分配利润为负数，暂不具备分红条 件。公司始终坚持积极的分红政策，2024年，专门对公司章程进行了修订，将其中"公司最近三年以现 金方式累计分配的利润不少于最近三年实现的年均可分配利润的百分之三十"的分红条款修订为"公司原 则上每年进行一次现金分红，以现金方式分配的利润原则上不低于弥补亏损和提取盈余公积后所余税后 利润的百分之五十"。2025年以来，公司持续强化价值创造及算账经营，加速变革求生，预计上半年度 利润总额2.93亿元左右，同比增利约13.54亿元；归母净利润1271万元左右，实现扭亏为盈，同比增利约 9.81亿元；经营业绩大幅改善，持续向好。后续具备分红条件时，将严格按照规定进行分红，积极回报 股东。 投资者： 尊敬的公司管理层：公司在铁矿石采购中推行人民 ...

专利摘要显示，本发明涉及焦炉红外线测温技术领域，具体涉及一种红外线测温镜头吹扫装置及吹扫方 法。本发明装置中机侧吹扫支管输出端连接机侧连接管的输入端，机侧连接管的输出端设置于可对机侧 红外线测温镜头表面喷吹的位置，机侧连接管内壁上安装有机侧孔板，在机侧吹扫管道内气流运动方向 上，机侧孔板的孔径递增率与机侧吹扫管道内压降呈反比关系；焦侧吹扫支管输出端连接焦侧连接管的 输入端，焦侧连接管的输出端设置于可对焦侧红外线测温镜头表面喷吹的位置，焦侧连接管上内壁上安 装有焦侧孔板，在焦侧吹扫管道内气流运动方向上，焦侧孔板的孔径递增率与焦侧吹扫管道内压降呈反 比关系。 天眼查资料显示，山东钢铁集团日照有限公司，成立于2009年，位于日照市，是一家以从事黑色金属冶 炼和压延加工业为主的企业。企业注册资本392698.355万人民币。通过天眼查大数据分析，山东钢铁集 团日照有限公司共对外投资了4家企业，参与招投标项目5000次，财产线索方面有商标信息4条，专利信 息1226条，此外企业还拥有行政许可52个。 金融界2025年8月2日消息，国家知识产权局信息显示，山东钢铁集团日照有限公司申请一项名为"一种 红外线测温镜头吹扫装置 ...

Group 1 - The board of directors of Shandong Steel Co., Ltd. held its 13th meeting of the 8th session on August 1, 2025, with all 8 directors present [1] - The board approved the appointment of Mr. Li Hongjian as the general manager, with a unanimous vote of 8 in favor [1] - The board also approved a proposal to integrate the operations of the coking plant and the iron-making plant, resulting in the closure of the coking plant to reduce costs [2] Group 2 - Mr. Li Hongjian, born in November 1972, has extensive experience in the steel industry, having held various leadership positions within Shandong Steel and its subsidiaries [3] - His educational background includes a degree in steel metallurgy from Anshan Steel School and a graduate degree from the Party School [3]

（文章来源：证券日报） 证券日报网讯 8月1日晚间，山东钢铁发布公告称，公司第八届董事会第十三次会议审议通过了《关于 聘任公司总经理的议案》《关于焦铁一体化运行变革暨撤销焦化厂的议案》。 ...

股票简称：山东钢铁 证券代码：600022 编号：2025-038 山东钢铁股份有限公司 第八届董事会第十三次会议决议公告 本公司及董事会全体成员保证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、准确和完整承担个别及连带责任。 一、董事会会议召开情况 （一）本次董事会会议召开符合有关法律、行政法规、部门规章、 规范性文件和《公司章程》的规定。 （二）本次董事会会议通知于 2025 年 7 月 29 日以电子邮件和直接 送达的方式发出。 二、董事会会议审议情况 本次会议审议并通过了以下两项议案： （一）关于聘任公司总经理的议案 经公司董事长提名，董事会提名委员会对李洪建先生（简历见附 件）进行资格审查并征求其同意，聘任李洪建先生担任公司总经理， 任期与本届董事会一致。 表决结果：同意 8 票，反对 0 票，弃权 0 票。 （二）关于焦铁一体化运行变革暨撤销焦化厂的议案 为进一步统筹生铁成本的降低，聚焦铁前协同降本，按照"集中 一贯、机构精简、流程高效、职责清晰"的原则，推进焦、铁工序一 — 1 — （三）本次董事会会议于 2025 年 8 月 1 日以通讯方式召开。 （四）本次董事会会 ...