通过天眼查大数据分析，山东钢铁股份有限公司共对外投资了35家企业，参与招投标项目4816次，知识 产权方面有商标信息6条，专利信息4922条，此外企业还拥有行政许可10个。 来源：金融界 金融界消息 截至2025年8月15日收盘，山东钢铁（600022）报收于1.5元，上涨1.35%，换手率0.5%，成 交量53.98万手，成交金额8088.64万元。 资金流向方面，今日主力资金净流入1644.14万元，占比成交额20.33%。其中，超大单净流入1412.23万 元、占成交额17.46%，大单净流入231.92万元、占成交额2.87%，中单净流出流出967.16万元、占成交 额11.96%，小单净流出676.98万元、占成交额8.37%。 山东钢铁最新一期业绩显示，截至2025一季报，公司营业总收入192.55亿元、同比减少15.66%，归属净 利润1441.48万元，同比增长97.74%，扣非净利润1818.63万元，同比增长97.18%，流动比率0.445、速动 比率0.296、资产负债率58.53%。 天眼查商业履历信息显示，山东钢铁股份有限公司，成立于2000年，位于济南市，是一家以从事黑色金 属冶炼 ...

Market Performance - On August 15, the steel sector rose by 0.15% compared to the previous trading day, with Sansteel Mingguang leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Individual Stock Performance - Sansteel Mingguang (002110) closed at 4.52, up 3.67% with a trading volume of 567,600 shares and a turnover of 252 million yuan [1] - Linggang Co. (600231) closed at 2.11, up 2.43% with a trading volume of 415,600 shares and a turnover of 87.22 million yuan [1] - New Steel Co. (600782) closed at 4.17, up 1.71% with a trading volume of 511,100 shares and a turnover of 211 million yuan [1] - Other notable performers include Shougang Co. (656000) at 4.13 (+1.47%), Shandong Steel (600022) at 1.50 (+1.35%), and Wujin Stainless (603878) at 5.61 (+1.26%) [1] Capital Flow Analysis - The steel sector experienced a net outflow of 267 million yuan from institutional investors, while retail investors saw a net inflow of 352 million yuan [2] - The table of capital flow indicates that major stocks like Shandong Steel and Ma Steel had varying levels of net inflow and outflow from different investor types [3] Notable Stock Movements - Baosteel (600019) saw a slight decline of 0.83% to close at 7.13, with a trading volume of 713,100 shares and a turnover of 512 million yuan [2] - Anshan Steel (000898) closed at 2.71, up 0.74%, with a trading volume of 444,900 shares and a turnover of 121 million yuan [1] - The overall trend indicates mixed performance across the sector, with some stocks experiencing gains while others faced declines [2][3]

Core Viewpoint - The leadership restructuring at Lai Steel Group has been officially announced, with significant changes in key positions aimed at enhancing management efficiency and strategic direction [4]. Group 1: Leadership Changes - Huang Zhenhui has been appointed as the Party Secretary of Lai Steel Group and designated as the Chairman, while he will no longer be recommended for the position of General Manager [4]. - Qiao Lihai has been appointed as a member and Deputy Secretary of the Party Committee of Lai Steel Group, designated as a director, and recommended as the candidate for General Manager [4]. - Huang Zhenhui has a background in the financial sector of Shandong Steel Group, having previously served as the Deputy Secretary, Director, and General Manager of Shandong Steel Capital [4]. Group 2: Company Background - Lai Steel Group was established in 1999 with a registered capital of 513,254.59 thousand yuan [6]. - Following the restructuring of Shandong Steel in 2008, Lai Steel Group became a wholly-owned subsidiary of Shandong Steel Group [6].

《国资三棱镜》以党媒视角穿透改革现场：看治理升级的智慧，察动能迭代的轨迹，听市场突围的脉动。在这里解剖"大象转 身"的战略抉择，记录"蚂蚁雄兵"的砥砺前行，探寻山东国资国企从"量"的积累到"质"的跃迁的深层逻辑。以观察为镜，以思 想为桥，与万千奋斗者共同书写新时代的国企答卷。 在经历连续亏损的阵痛后，山钢集团终于迎来曙光——根据"厚道山钢"微信公众号消息，1至7月份，山钢集团实现利润同比 减亏20.86亿元，连续7个月实现经营改善，连续5个月保持盈利。 根据财务快报数据，山钢集团旗下12家单位中，山钢股份、山钢资本等5家单位超额完成挑战目标，山钢股份、莱钢集团、山 钢财务等11家单位完成基础目标，只有淄博张钢未完成基础目标。其中，山钢资本、金岭矿业、山钢股份利润总额位列前 三。累计利润总额同比增长前三名的是山钢股份、金岭矿业、冶金机械厂。 特别是非钢多元产业的贡献表现抢眼。1-7月份，山钢资本实现利润总额6.45亿元，同比增长13.52%，完成奋斗目标进度的 116.35%。山钢资本持续赋能钢铁生态圈，获准接入上海票据交易所供应链票据平台，成为深圳首家、中国钢铁行业第三家获 准接入该平台的企业。金岭矿业1-7 ...

Core Viewpoint - Shandong Steel Co., Ltd. has significantly invested in R&D and is transforming into a high-end, intelligent, and green steel production leader, aligning with the industrial development strategy of Jinan City [2][3][4] Group 1: R&D and Innovation - The company has invested over 20 billion yuan in R&D, accounting for more than 4% of its revenue [2][3] - It has established the Jinan Boutique Steel Industry Technology Research Institute and has undertaken 4 national key R&D projects and 9 provincial key R&D plans [3] - The company has developed a series of industry-leading products, including marine engineering steel and wind power steel, with the Q500MPa wind power steel plate being a global first [3] Group 2: Digital Transformation - The company is implementing information technology upgrades, utilizing big data, cloud computing, and 5G to create a smart factory environment [4] - It has launched 22 AI-related projects this year, with plans to complete at least 10 applications by the end of the year [4] - The production base has been recognized as a provincial-level smart factory [4] Group 3: Green Development - The company has invested over 14 billion yuan in green development initiatives, with more than 6 billion yuan allocated to the Jinan Steel City base [4] - It has achieved an A-level environmental performance nationwide and is actively promoting green manufacturing and products [4] - The company is focused on developing a circular economy and has established five major circular chains for efficient resource and energy utilization [4]

内容概况：在城市化进程持续加速与基础设施建设需求不断攀升的双重驱动下，桥梁作为城市交通脉络 的关键节点，其建设规模与质量要求日益提升，进而为桥梁板市场注入了强劲的发展动能。2025年上半 年，中国重点统计企业桥梁板带产量为134万吨，同比增长3.8%。 相关上市企业：鞍钢股份（000898）、三钢闽光（002110）、河钢股份（000709）、中信特钢 （000708）、本钢板材（000761）、首钢股份（000959） 相关企业：鞍钢集团矿业有限公司、国家能源投资集团有限责任公司、立邦涂料（中国）有限公司、佐 敦涂料（张家港）有限公司、中国交通建设股份有限公司、中国中铁股份有限公司、中国铁建股份有限 公司、上海建工集团股份有限公司、厦门双瑞船舶涂料有限公司、中国神华能源股份有限公司 关键词：桥梁板、桥梁板市场规模、桥梁板行业现状、桥梁板发展趋势 一、行业概述 桥梁板是制造桥梁结构件的专用厚钢板，采用桥梁建筑用碳素钢或低合金钢制造，钢号末尾标 注"q"（桥的拼音首字母）以标识其专用属性。其核心功能是承受桥梁的载荷与冲击，需具备高强度、 高韧性、抗疲劳性、低温韧性及耐大气腐蚀性等特性。 | ◆ 行业现状 Cha ...

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]

证券之星消息，8月8日山东国企改革板块较上一交易日下跌0.08%，东杰智能领跌。当日上证指数报收 于3635.13，下跌0.12%。深证成指报收于11128.67，下跌0.26%。山东国企改革板块个股涨跌见下表： 从资金流向上来看，当日山东国企改革板块主力资金净流出7.03亿元，游资资金净流入1.42亿元，散户资 金净流入5.61亿元。山东国企改革板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000803 | 山高环能 | 7.32 | 7.02% | 40.76万 | 2.92亿 | | 000811 | 冰轮环境 | 13.34 | 5.54% | 79.00万 | 10.34亿 | | 000756 | 新华制药 | 16.83 | 2.62% | 22.54万 | 3.76亿 | | 603318 | 水发燃气 | 7.01 | 2.34% | 18.25万 | 1.28亿 | | 600587 | 新华医疗 | 17.37 | 1.94% | 19.36万 ...