Core Viewpoint - The report indicates a decline in China's wire rod (coil) production, with a projected output of 11.38 million tons in July 2025, representing a year-on-year decrease of 1.9% [1] Industry Summary - According to the National Bureau of Statistics, the cumulative production of wire rod (coil) in China from January to July 2025 is 78.96 million tons, showing a slight decline of 0.1% [1] - The report titled "Market Development Scale and Industry Demand Analysis of China's High-Speed Wire Rod Industry from 2025 to 2031" by Zhiyan Consulting provides insights into the market trends and future demand [1] Company Summary - Listed companies in the wire rod industry include Hangang Co., Ltd. (600126), Shagang Co., Ltd. (002075), Yongxing Materials (002756), Fangda Special Steel (600507), Linggang Co., Ltd. (600231), Fushun Special Steel (600399), *ST Xigang (600117), Liugang Co., Ltd. (601003), Magang Co., Ltd. (600808), and New Steel Co., Ltd. (600782) [1]

西宁特殊钢股份有限公司 详式权益变动报告书 上市公司名称： 西宁特殊钢股份有限公司 股票上市地点:上海证券交易所 股票简称: 西宁特钢 股票代码:600117 信息披露义务人:青海省国有资产投资管理有限公司 住所:青海省西宁市城中区创业路128号中小企业创业园5楼501室 通讯地址:青海省西宁市城西区文景街国投广场32号 一致行动人1:青海省第三建筑工程有限公司 住所:西宁市城西区西关大街28号 通讯地址:青海省西宁市城西区文景街国投广场32号 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则 第15号——权益变动报告书》等相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准,其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在西宁特钢拥有权益的股份变动情况。 一致行动人2: 青海 ...

Market Overview - On September 26, the special steel sector rose by 1.04%, led by CITIC Special Steel, while the Shanghai Composite Index closed at 3828.11, down 0.65% [1] - The Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - CITIC Special Steel (000708) closed at 13.28, up 2.79% with a trading volume of 248,300 shares and a turnover of 327 million yuan [1] - Fangda Special Steel (600507) closed at 5.35, up 2.10% with a trading volume of 226,500 shares and a turnover of 121 million yuan [1] - Changbao Co., Ltd. (002478) closed at 5.55, up 1.46% with a trading volume of 111,800 shares and a turnover of 61.88 million yuan [1] - Other notable performances include Jiuli Special Materials (002318) at 23.19, up 0.69%, and Xining Special Steel (600117) at 3.14, up 0.32% [1] Capital Flow - The special steel sector experienced a net outflow of 48.64 million yuan from institutional investors, while retail investors saw a net inflow of 69.25 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Fangda Special Steel saw a net inflow of 14.34 million yuan from institutional investors, while retail investors had a net outflow of 7.82 million yuan [3] - CITIC Special Steel had a net inflow of 1.44 million yuan from institutional investors, with retail investors contributing a net inflow of 12.84 million yuan [3] - Other stocks like Taigang Stainless Steel (000825) and Xining Special Steel (600117) also showed varied capital flows, reflecting differing investor sentiments across the sector [3]

Market Overview - On September 25, the special steel sector rose by 0.46% compared to the previous trading day, with Xianglou New Materials leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Xianglou New Materials (301160) closed at 63.58, up 2.25% with a trading volume of 28,400 lots and a transaction value of 181 million [1] - CITIC Special Steel (000708) closed at 12.92, up 1.10% with a trading volume of 136,200 lots [1] - Jinzhu Pipeline (002443) closed at 7.35, up 0.68% with a trading volume of 144,800 lots [1] - Other notable performances include Jiuli Special Materials (002318) at 23.03, up 0.57%, and Taiyuan Iron & Steel (000825) at 3.87, up 0.52% [1] Capital Flow - The special steel sector saw a net inflow of 7.496 million from institutional investors, while retail investors contributed a net inflow of 29.624 million [2] - However, speculative funds experienced a net outflow of 37.1203 million [2] Individual Stock Capital Flow - Jinzhu Pipeline (002443) had a net inflow of 19.2741 million from institutional investors, while it faced a net outflow of 11.3191 million from speculative funds [3] - Xianglou New Materials (301160) saw a net inflow of 17.6055 million from institutional investors, with a net outflow of 12.4069 million from speculative funds [3] - Fushun Special Steel (600399) recorded a net inflow of 4.4309 million from institutional investors [3]

证券代码：600117 证券简称：西宁特钢 公告编号：2025-072 西宁特殊钢股份有限公司 关于持股 5%以上股东权益变动触及 5%刻度的提示性公告 青海省国有资产投资管理有限公司及其一致行动人青海省第三 建筑工程有限公司、青海欣世置业有限公司、芜湖信泽海产业投资合 伙企业（有限合伙）保证向本公司提供的信息真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供 的信息一致。 重要内容提示： | 权益变动方向 | 比例增加 |  | 比例减少□ | | --- | --- | --- | --- | | 权益变动前合计比例 | 18.02% | | | | 权益变动后合计比例 | 21.09% | | | | 本次变动是否违反已作出的承诺、 意向、计划 | 是□ | 否 | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身 ...

Core Points - The equity stake of Qinghai Provincial State-owned Assets Investment Management Co., Ltd. and its concerted parties increased from 18.02% to 21.09% [1] - This change is due to the alteration in the equity relationship between Qinghai Third Construction Engineering Co., Ltd. and Qinghai Guotou, which has become a concerted party [1] - The total shares held by the concerted parties amount to 686,548,921, representing 21.09% of the total share capital [1] - The change does not trigger mandatory tender offer obligations and will not lead to changes in the controlling shareholder or actual controller of the company [1] - There are no adverse effects on the company or other shareholders' interests due to this change [1] - Relevant information will be disclosed on the Shanghai Stock Exchange website [1]

Group 1 - The core point of the article is that Xining Special Steel Co., Ltd. has announced a tender for the safety production emergency rescue team equipment update project with a budget of 3.381 million yuan [1] - The tender was published on September 23, 2025, indicating a future investment in safety and emergency preparedness [1] - Xining Special Steel Co., Ltd. is partially owned by China Cinda, holding a 4.62% stake in the company [1]

Group 1 - The special steel sector experienced a slight decline of 0.03% on September 22, with Xining Special Steel leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] - Individual stock performance in the special steel sector varied, with Changbao Co. rising by 1.45% and Jiu Li Special Materials falling by 0.36% [1] Group 2 - The net capital outflow from the special steel sector amounted to 51.33 million yuan, while retail investors saw a net inflow of 52.02 million yuan [3] - The table detailing capital flow for individual stocks in the special steel sector was provided, indicating varying levels of investment activity [3]

Group 1 - The steel sector experienced a decline at the beginning of trading, with Shougang Corporation hitting the limit down [1] - Bayi Steel fell over 4%, while other companies such as Xining Special Steel, New Steel, and Wujin Stainless Steel also saw declines [1]

证券代码：600117 证券简称：西宁特钢 公告编号：2025-071 西宁特殊钢股份有限公司 关于持股 5%以上股东权益变动触及 5%刻度的提示性公告 青海欣世置业有限公司及其一致行动人青海省国有资产投资管 理有限公司、芜湖信泽海产业投资合伙企业（有限合伙）保证向本公 司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供 的信息一致。 重要内容提示： | 权益变动方向 | 比例增加 |  | 比例减少□ | | --- | --- | --- | --- | | 权益变动前合计比例 | 14.95% | | | | 权益变动后合计比例 | 18.02% | | | | 本次变动是否违反已作出的承诺、 意向、计划 | 是□ | 否 | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | 合并口径第一大股东 ...