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 ...

西宁特殊钢股份有限公司 简式权益变动报告书 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 住所：西宁市城中区七一路318-2号4号楼 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2：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 信息披露义务人3：芜湖信泽海产业投资合伙企业（有限合伙） 住所：安徽省芜湖市镜湖区长江中路92号雨耕山文化创意产业园内思楼 3F-319-75号 通讯地址：青海省西宁市城西区文景街国投广场32号 权益变动性质：持股数量增加、持股比例增加 签署日期：2025年9月19日 1 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。 信息披露义务人1：青海欣世置业有限公司 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 ...

Market Overview - On September 19, the special steel sector declined by 0.35%, with Xianglou New Materials leading the drop [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Stock Performance - Key stocks in the special steel sector showed varied performance, with Jinzhou Pipeline up by 2.14% and Xianglou New Materials down by 3.47% [1][2] - The closing prices and changes for notable stocks include: - Jinzhou Pipeline: 7.15, +2.14% - Xianglou New Materials: 63.40, -3.47% - Xining Special Steel: 3.31, +0.61% - Taiyuan Iron & Steel: 3.93, 0.00% [1][2] Trading Volume and Capital Flow - The total trading volume for the special steel sector was significant, with Jinzhou Pipeline achieving a transaction amount of 1.28 billion yuan [1] - The net capital flow showed a net outflow of 403.62 million yuan from main funds, while retail investors had a net inflow of 2328.13 million yuan [2][3] Individual Stock Capital Flow - Notable capital flows for specific stocks include: - Xining Special Steel: Main funds net inflow of 18.89 million yuan, retail net outflow of 39.89 million yuan [3] - Jinzhou Pipeline: Main funds net inflow of 12.61 million yuan, retail net outflow of 6.93 million yuan [3] - Xianglou New Materials: Main funds net outflow of 1.91 million yuan, retail net inflow of 14.58 million yuan [3]