证券代码：600117 证券简称：西宁特钢 编号：临 2025-053 西宁特殊钢股份有限公司 关于公司股票交易异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法 律责任。 重要提示 西宁特殊钢股份有限公司（以下简称"公司"或"西宁特钢"） 股票自 2025 年 7 月 21 日以来收盘价格累计上涨幅度为 78.72%，同期东 方财富钢铁行业指数涨幅为 9.79%，上证指数涨幅为 2.30%，公司股票 短期涨幅高于同期行业及上证指数涨幅，但公司基本面未发生重大变化。 敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 公司最新滚动市净率为 2.81（7 月 29 日数据），公司所处行业钢 铁最新滚动市净率为 1.04，公司滚动市净率显著高于平均水平。 经公司自查，并征询控股股东天津建龙钢铁实业有限公司及实际 控制人进行核实，截至本公告披露日，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。 一、股票交易异常波动的具体情况 西宁特钢股票于 2025 年 7 月 29 日、7 月 30 日连续 2 个交易日内收 ...

Market Overview - A total of 48 stocks hit the daily limit, while 19 stocks faced limit down, resulting in a sealing rate of 72% [1] - The Shanghai Composite Index reached a new high for the year during intraday trading, while the Shenzhen Component Index and the ChiNext Index fell by 0.77% and 1.62%, respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.84 trillion yuan, an increase of 41.1 billion yuan compared to the previous trading day [1] Stock Performance - Xizang Tourism achieved an 8-day consecutive limit up, while other notable stocks included Foci Pharmaceutical and Huaci Co., both with 3 consecutive limit ups [1][3] - The highest stock, Xizang Tourism, had a limit up of 10% [9] - The stock market saw a significant drop in high-profile stocks like Dongxin Peace and Zhongyin Securities, which faced limit down [3][8] Sector Analysis - The film, oil and gas, baby products, and food sectors showed strong performance, while sectors like stablecoins, solid-state batteries, software development, and rare earth permanent magnets faced declines [1] - The film sector benefited from the summer box office, which surpassed 5.5 billion yuan, with the film "Nanjing Photo Studio" grossing over 600 million yuan in just five days [5][18] - The steel sector continued its strong performance, with companies involved in super hydropower projects, such as Xining Special Steel, also seeing gains [5] Investment Trends - The consumer sector showed notable performance, particularly in baby products, following the announcement of a national subsidy program for families with children under three years old [6] - The innovative drug sector experienced mixed results, with some stocks like CXO and weight-loss drugs facing declines, while others like Heng Rui Pharmaceutical saw positive developments [7][14] - The super hydropower concept remained popular, with significant investments announced, leading to strong performance in related stocks [17] Key Stocks - Xizang Tourism: 8 consecutive limit ups, 10% increase [9] - Nanfang Road Machine: 8 days with 7 limit ups, 9.99% increase [10] - Happiness Blue Sea: 5 days with 4 limit ups, 20% increase [19]

涨停股中，*ST椰岛、*ST华微等3只股为ST股。连续涨停天数看，西藏旅游已连收8个涨停板，连续涨 停板数量最多。从上午收盘涨停板封单量来看，凯撒旅业最受资金追捧，上午收盘涨停板封单有 6504.63万股，其次是安泰集团、西宁特钢等，涨停板封单分别有5794.76万股、5644.20万股。以封单金 额计算，王力安防、英维克、慈文传媒等涨停板封单资金最多，分别有4.67亿元、4.50亿元、4.47亿 元。（数据宝） 两市涨停股一览 截至上午收盘，上证指数报收3628.53点，上涨0.52%；深证成指收于11283.18点，下跌0.06%；创业板 指下跌0.71%；科创50指数下跌0.22%。 不含当日上市新股，今日可交易A股中，上涨个股有2047只，占比38.01%，下跌个股有3118只，平盘个 股220只。其中，收盘股价涨停的有35只，跌停股有3只。 证券时报·数据宝统计显示，涨停个股中，主板有31只，创业板3只，科创板1只。以所属行业来看，上 榜个股居前的行业有医药生物、机械设备、传媒行业，上榜个股分别有7只、4只、3只。 | 600727 | 鲁北化工 | 8.65 | 10.11 | 1387.10 | ...

Market Overview - The market showed mixed performance with the Shanghai Composite Index reaching a new high for the year, while the Shenzhen Component and ChiNext Index experienced slight declines [1][11] - The total trading volume in the Shanghai and Shenzhen markets was 1.09 trillion yuan, a decrease of 43.2 billion yuan compared to the previous trading day [1] Sector Performance - The pharmaceutical sector remained active, with multiple stocks such as Chenxin Pharmaceutical and others hitting the daily limit [1][3] - The film and entertainment sector saw a resurgence, particularly with the film "Nanjing Photo Studio" performing well, grossing over 600 million yuan within five days of its release [3][14] - The steel sector also showed strength, with Xining Special Steel achieving seven consecutive trading limits [5][27] Individual Stock Highlights - A total of 32 stocks hit the daily limit, with a sealing rate of 69%, and nine stocks achieved consecutive limits [1][13] - Notable performers included Chenxin Pharmaceutical with five consecutive limits and Xizang Tourism with eight consecutive limits [1][21] Investment Opportunities - The ongoing trend in innovative pharmaceuticals is highlighted by the collaboration between Heng Rui Pharmaceutical and GlaxoSmithKline, potentially worth up to 12.5 billion USD [5] - The film industry is expected to see steady growth due to the successful release of quality films during the summer season [3][14] Regulatory and Policy Insights - The China Steel Industry Association emphasized the need for self-discipline and stable pricing in the steel industry amid ongoing capacity governance policies [9] - The National Development and Reform Commission is seeking public input on guidelines for government investment funds, aiming to enhance long-term capital deployment [34]

Group 1 - The A-share market for super hydropower concepts experienced a rebound during the day, with the Research Institute hitting a 20% limit up [1] - Xining Special Steel achieved a remarkable performance with 8 consecutive trading days of gains [1] - Other companies such as Deepwater Regulation Institute, Shanhe Intelligent, Guanlong Energy Saving, and Tibet Tianlu also saw increases in their stock prices [1]

Market Overview - A-shares have seen a significant increase in activity, with the Shanghai Composite Index surpassing 3600 points and reaching a new high, while the ChiNext Index broke through 2400 points, entering a technical bull market [1] Hot Stocks - The top ten hot stocks in A-shares include Xizang Tianlu, Shanhe Intelligent, Hengsheng Electronics, WuXi AppTec, Baogang Co., Asia-Pacific Pharmaceutical, China Power Construction, Xining Special Steel, Zhongyin Securities, and Northern Rare Earth [2] Industry Trends - The Yarlung Tsangpo River downstream hydropower project concept has resurfaced, with Xizang Tianlu, Shanhe Intelligent, and China Power Construction being the leading stocks. Xizang Tianlu holds over 60% market share in the cement sector, benefiting from geographical advantages [3] - The national-level strategic project, with a total investment of 1.2 trillion yuan, is expected to require over 40 million tons of cement and an annual infrastructure investment of 80 billion yuan, stimulating demand across the construction materials, engineering machinery, and hydropower sectors [3] Company Performance - Northern Rare Earth and Baogang Co. confirmed their successful bids for the Yarlung Tsangpo hydropower project's rare earth alloy steel project, with Northern Rare Earth's net profit surging 18 to 20 times year-on-year, driven by rising prices and volumes of rare earth products [3] - Baogang Co. raised its third-quarter rare earth concentrate transaction prices by 14.14%, enhancing performance growth expectations [3] - Hengsheng Electronics saw a surge in interest following Hong Kong's implementation of a regulatory framework for stablecoin issuers, alongside news of Ant Group applying for a stablecoin license, leading to strong market expectations for potential collaboration [3] Financial Results - WuXi AppTec reported a record high revenue of 20.8 billion yuan and a net profit of 8.56 billion yuan for the first half of the year. The easing of geopolitical risks and supportive policies for innovative drugs have contributed to this performance [4] - Asia-Pacific Pharmaceutical's mid-year performance is expected to increase over 17 times, primarily due to non-recurring income from the sale of a subsidiary, along with advantages from its product line [4] - WuXi AppTec plans to raise its share repurchase price limit from 90.72 yuan to 114.15 yuan, which has positively impacted market sentiment [4]

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总收入11.06亿元，同比下降4.87%，实现 净利润-1.49亿元，同比增长21.82%。7月15日公司公布了上半年业绩预告，预计实现净利润-2.34亿元 至-2.34亿元，同比变动区间为20.28%~20.28%。（数据宝） 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日跌幅偏离值达7%、日涨幅偏 离值达7%、日振幅值达15%上榜龙虎榜5次，买卖居前营业部中，机构净卖出5307.97万元，沪股通累计 净卖出610.48万元，营业部席位合计净卖出3.93亿元。 西宁特钢再度涨停，8个交易日内录得7个涨停，累计涨幅为78.72%，累计换手率为45.68%。截至9:31， 该股今日成交量1.37亿股，成交金额5.68亿元，换手率4.21%。最新A股总市值达136.71亿元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.29 | 10.09 | 12.48 | -11828.81 | | 2025.07.28 | - ...

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.28 | -8.68 | 11.62 | -29916.89 | | 2025.07.25 | 10.14 | 7.78 | 84.12 | | 2025.07.24 | 9.87 | 5.36 | 2550.25 | | 2025.07.23 | 10.18 | 1.88 | 2040.55 | | 2025.07.22 | 10.04 | 0.58 | 2121.72 | | 2025.07.21 | 10.21 | 1.77 | -428.79 | | 2025.07.18 | 1.73 | 0.63 | -856.75 | | 2025.07.17 | 0.87 | 0.49 | -53.28 | | 2025.07.16 | -0.43 | 0.53 | 44.83 | | 2025.07.15 | -3.36 | 0.72 | -179.61 | 西宁特钢再度涨停，7个交易日内录得6个涨停，累计涨幅为62.55%，累计换手率为39.46%。截至 ...

Market Overview - The A-share market showed high volatility, with the Shanghai Composite Index closing at 3597.94 points, up 0.12% [2] - The Shenzhen Component Index rose 0.44% to 11217.58 points, while the ChiNext Index increased by 0.96% to 2362.60 points [2] - Total trading volume in the Shanghai and Shenzhen markets was 17.423 trillion yuan, a decrease of 45 billion yuan compared to the previous Friday [2] PCB Sector Performance - The AI hardware sector, represented by PCB (Printed Circuit Board) concepts, led the market with significant gains, with multiple stocks hitting the daily limit [3] - Notable performers included Fangbang Shares, Junya Technology, and Pengding Holdings, with Shenghong Technology surging over 17% [3] - At least 10 PCB companies have released half-year performance forecasts, with Shengyi Electronics expecting a net profit increase of 432% year-on-year [3] - The demand for high-end PCBs is rapidly growing due to AI computing needs, with projections indicating a supply-demand gap for AI PCBs by 2026 [3] Non-Bank Financial Sector - The non-bank financial sector, including brokerage and insurance, performed well, with the Shenwan Securities Index rising by 0.68% [4] - Major brokerages like Zhongyin Securities and Huatai Securities saw significant stock price increases, with at least 12 brokerages forecasting over 100% growth in net profit for the first half of the year [4][5] - The insurance sector benefited from economic recovery, with a notable increase in the sales of savings-type products [5] Resource Sector Dynamics - The resource sector experienced significant divergence, with coal, steel, and oil sectors undergoing substantial corrections [6] - Futures markets saw sharp declines in black and new energy commodities, with major contracts for coking coal and lithium carbonate hitting the daily limit down [6] - Several brokerages have warned of trading risks in the resource sector, suggesting that the recent price surges were driven by policy expectations and market sentiment [6] Investment Themes - In the medium to long term, institutions suggest focusing on undervalued sectors within the "anti-involution" theme, including polyurethane, LED, and semiconductor precursor materials [7] - The "anti-involution" theme has begun to expand, with specific commodities like red dates experiencing price fluctuations [7]

Group 1 - The coal sector experienced a decline of 1.71% as of July 28, with companies like Xining Special Steel, Ordos, and Zhengzhou Coal Electricity leading the losses [1][4] - Among the coal sector, 12 stocks saw price increases, with notable gains from Chuzhou Development (up 5.66%), Dongyangguang (up 5.51%), and Kairuide (up 3.05%) [1][4] - The PCB concept led the market with a gain of 4.33%, while the coal sector was among the worst performers [1] Group 2 - The coal sector faced a net outflow of 1.717 billion yuan, with 63 stocks experiencing net outflows, and five stocks seeing outflows exceeding 100 million yuan [1][4] - Xining Special Steel had the highest net outflow of 299.16 million yuan, followed by Shanxi Coking Coal and Yongtai Energy with outflows of 177.90 million yuan and 147.92 million yuan, respectively [1][4] - On the other hand, stocks like Chuzhou Development, Dongyangguang, and Meili Ecology saw significant net inflows, with 94.02 million yuan, 93.55 million yuan, and 18.73 million yuan, respectively [1][4]