证券之星消息，8月6日特钢板块较上一交易日下跌0.4%，西宁特钢领跌。当日上证指数报收于3633.99， 上涨0.45%。深证成指报收于11177.78，上涨0.64%。特钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301160 | 翔楼新材 | 68.26 | 2.85% | 7.72万 | | 5.24亿 | | 666009 | 抚顺特钢 | 5.69 | 1.25% | 58.93万 | | 3.33亿 | | 002075 | 沙钢股份 | 6.70 | 1.06% | 63.98万 | | 4.24亿 | | 000825 | 太钢不锈 | 4.26 | 0.95% | 32.97万 | | 1.40亿 | | 002318 | 久立特材 | 22.33 | 0.90% | 10.86万 | | 2.41亿 | | 002478 | 常宝股份 | 5.57 | 0.36% | 9.27万 | | 5150.41万 | | 600507 | ...

Group 1 - A-shares experienced significant activity on August 6, with 77 stocks hitting the daily limit up and 3 stocks hitting the limit down [1] - The China Shipbuilding sector was notably active, with China Shipbuilding and China Heavy Industry reaching the limit up [1] - The PEEK materials sector showed strength, with Zhongxin Fluorine Materials and Xinhan New Materials achieving consecutive limit up days, while Kaisheng New Materials and Huami New Materials also hit the limit up [1] - The Intelligent Robotics sector saw gains, with Haosen Intelligent reaching the limit up [1] Group 2 - Continuous limit up stocks included Zhongma Transmission with 5 limit up days in 6 trading sessions, Beijia Clean with 5 consecutive limit up days, and Honghe Technology with 4 limit up days in 8 sessions [1] - Other notable continuous limit up stocks included Changcheng Military Industry with 4 limit up days in 5 sessions, and several stocks like *ST Yushun and *ST Dongjing achieving 4 consecutive limit up days [1] - Stocks such as Guoji Precision Engineering and Furi Electronics also recorded 3 consecutive limit up days [1] Group 3 - Stocks that hit the limit down included *ST Yatai, Xining Special Steel, and Tibet Tianlu [2]

西宁特钢(600117)今日下跌4.81%，全天换手率14.29%，成交额22.33亿元，振幅15.11%。龙虎榜数据显 示，营业部席位合计净卖出1.85亿元。 上交所公开信息显示，当日该股因日振幅值达15.11%上榜，营业部席位合计净卖出1.85亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.84亿元，其中，买入成交额为1.50亿 元，卖出成交额为3.35亿元，合计净卖出1.85亿元。 具体来看，今日上榜营业部中，第一大买入营业部为国金证券股份有限公司深圳分公司，买入金额为 3675.48万元，第一大卖出营业部为国泰海通证券股份有限公司北京国贸证券营业部，卖出金额为1.45亿 元。 近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨7.22%，上榜后5日平均涨29.17%。 资金流向方面，今日该股主力资金净流出2.49亿元，其中，特大单净流出1.89亿元，大单资金净流出 5968.49万元。近5日主力资金净流出5.61亿元。 4月30日公司发布的一季报数据显示，一季度公司共实现营业收入11.06亿元，同比下降4.87%，实现净 利润-1.49亿元。 7月15日公司发布上半年业绩预告，预计实 ...

钢铁行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600117 | 西宁特钢 | -4.81 | 14.29 | -24865.79 | | 002075 | 沙钢股份 | 0.15 | 3.95 | -4442.03 | | 600782 | 新钢股份 | 1.65 | 2.22 | -1742.77 | | 600581 | 八一钢铁 | -1.74 | 5.91 | -1449.71 | | 000825 | 太钢不锈 | 1.44 | 0.62 | -1148.08 | | 000629 | 钒钛股份 | 0.37 | 0.83 | -978.04 | | 002110 | 三钢闽光 | 0.84 | 1.24 | -858.61 | | 600126 | 杭钢股份 | 0.23 | 1.30 | -680.96 | | 000932 | 华菱钢铁 | 2.99 | 1.47 | -635.50 | | 601686 | 友发集团 | -1.29 | 1.41 | -6 ...

Market Performance - The special steel sector increased by 0.79% on August 5, with Fangda Special Steel leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Individual Stock Performance - Fangda Special Steel (600507) closed at 6.14, up 4.96% with a trading volume of 624,900 shares and a transaction value of 378 million [1] - Xianglou New Material (301160) closed at 66.37, up 4.85% with a trading volume of 70,400 shares and a transaction value of 466 million [1] - Other notable performers include Taigang Stainless Steel (000825) up 1.44% and Zhongxin Special Steel (000708) up 1.17% [1] Capital Flow Analysis - The special steel sector experienced a net outflow of 276 million from institutional investors, while retail investors saw a net inflow of 275 million [2] - The overall capital flow indicates that retail investors are more active in the special steel sector compared to institutional investors [2] Detailed Capital Flow for Selected Stocks - Fangda Special Steel had a net outflow of 47.84 million from institutional investors, while retail investors contributed a net inflow of 40.43 million [3] - Jiuli Special Materials (002318) saw a net inflow of 10.69 million from institutional investors and a net outflow of 27.48 million from retail investors [3] - Other stocks like Zhongxin Special Steel and Taigang Stainless Steel also showed mixed capital flows, with varying levels of institutional and retail participation [3]

此外，反内卷的浪潮也席卷钢铁行业，券商研报称，今年上半年黑色金属冶炼和压延加工业利润已经出现可喜的转变，达到462.8亿元，同比增长13.7倍，增 速为全部31个工业大类最高。黑色金属需求并不悲观，如果下半年"反内卷"政策有效落地，将加快行业盈利回归的进程。 从半年报业绩预告看，包括首钢股份、广大特材等在内的企业净利润实现同比大幅增长，其中柳钢股份归母净利实现530%至641%的增长。 但西宁特钢依旧处于亏损状态，公司公告称，上半年扣除非经常性损益后的净利润亏损约2.47亿元，同比上年增长约14%；归属上市公司股东的净利润约亏 损2.34亿元，同比上年增长20%左右。 本文源自：金融界 8月4日，市场热股西宁特钢股价收盘报4.99元，较昨日收盘价上涨0.39元，涨幅为8.48%。 自7月21日以来，西宁特钢11个交易日累计涨幅已经高达112%，其中7天涨停，热股持续排名沪深京市场起前列。 西宁特钢曾于7月30日晚间发布股票交易异常波动公告，称公司自查并向控股股东天津建龙钢铁实业有限公司及实际控制人核实，控股股东及实际控制人均 不存在应披露而未披露的重大信息。当天的龙虎榜数据显示，机构净卖出4188万元。 有券 ...

Group 1: New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17, 2025, to August 15, 2025[1] - ST Zitian (300280) has a tender offer period ending on July 21, 2025[1] Group 2: Market Alerts - Xizang Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Tianlu Convertible Bonds (110060) announced significant market activity on July 30, 2025[1] - ST Suwu (600200) experienced unusual trading patterns on July 30, 2025[1] Group 3: Additional Announcements - Happiness Blue Ocean (300528) issued a notice on July 30, 2025, regarding market conditions[1] - Common Pharmaceutical (300966) provided updates on August 1, 2025, related to stock performance[1] - Dongjie Intelligent (300486) released a statement on August 1, 2025, concerning market volatility[1]

证券之星消息，8月4日特钢板块较上一交易日上涨0.78%，西宁特钢领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。特钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600117 | 西宁特钢 | 4.99 | 8.48% | 387.53万 | 18.83亿 | | 002075 | 沙钢股份 | 6.62 | 3.60% | 157.00万 | 10.31亿 | | 301160 | 翔楼新材 | 63.30 | 2.46% | 3.47万 | 2.16亿 | | 300881 | 盛德整泰 | 37.15 | 0.73% | 2.84万 | 1.05亿 | | 603995 | 角金股份 | 17.89 | 0.39% | 3.10万 | 5510.15万 | | 665009 | 抚顺特钢 | 5.62 | 0.36% | 34.49万 | 1.93亿 | | 000708 | 中信特钢 | 12.84 | ...

Market Overview - The Shanghai Composite Index fell by 0.37% on August 1, with 14 industries rising, led by Environmental Protection and Media, which increased by 0.88% and 0.82% respectively. The industries with the largest declines were Oil & Petrochemicals and Defense & Military, down by 1.79% and 1.47% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets was 34.062 billion yuan, with 7 industries experiencing net inflows. The Banking sector had the highest net inflow of 1.847 billion yuan, rising by 0.22%, followed by the Power Equipment sector, which increased by 0.54% with a net inflow of 1.263 billion yuan [1] - A total of 24 industries saw net outflows, with the Electronics sector leading with a net outflow of 9.177 billion yuan, followed by the Communications sector with a net outflow of 3.962 billion yuan. Other sectors with significant outflows included Non-Bank Financials, Computers, and Nonferrous Metals [1] Steel Industry Performance - The Steel industry declined by 1.26% with a net outflow of 444.2 million yuan. Out of 44 stocks in this sector, 15 rose while 28 fell. There were 24 stocks with net inflows, with 9 stocks receiving over 10 million yuan in net inflows. The top stock for net inflow was Shagang Group, with 93.5272 million yuan, followed by Xining Special Steel and New Steel with net inflows of 91.9055 million yuan and 32.6323 million yuan respectively [2][3] - The stocks with the largest net outflows included Baogang Group, Hangang Group, and Bayi Iron & Steel, with net outflows of 478.067 million yuan, 182.34 million yuan, and 27.593 million yuan respectively [2][3] Individual Stock Performance - The top stocks in terms of capital flow in the Steel industry included: - Shagang Group: +7.39%, net inflow of 93.5272 million yuan - Xining Special Steel: +3.14%, net inflow of 91.9055 million yuan - New Steel: -2.53%, net inflow of 32.6323 million yuan - Baogang Group: -5.95%, net outflow of 478.8067 million yuan - Hangang Group: -2.34%, net outflow of 182.348 million yuan [3][4]

Market Performance - The special steel concept index declined by 3.20%, ranking among the top losers in the concept sector as of July 31 [1] - Major companies within the special steel sector, such as Baogang Co., Anyang Iron & Steel, and Shengde Xintai, experienced significant declines [1] Capital Flow - The special steel sector saw a net outflow of 2.793 billion yuan, with 27 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 30 million yuan [1] - Baogang Co. led the outflows with a net withdrawal of 1.943 billion yuan, followed by Xining Special Steel, Yongxing Materials, and Steel Research Institute with net outflows of 320 million yuan, 93.645 million yuan, and 88.796 million yuan respectively [1] Top Gainers and Losers - The top gainers in the market included liquid-cooled servers (+1.86%), Zhizhu AI (+1.73%), and assisted reproduction (+1.72%) [1] - In contrast, the top losers included Baogang Co. (-7.88%), Anyang Iron & Steel (-7.51%), and Shengde Xintai (-7.10%) [1][2] Trading Activity - Baogang Co. had a trading turnover rate of 9.98% alongside a significant price drop of 7.88% [1] - Other notable companies with high turnover rates included Xining Special Steel (15.21%) and Yongxing Materials (3.81%) [1]