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 登录新浪财经APP 搜索【信披】查看更多考评等级 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。 （二）重大事项情况 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 ...

（编辑 姚尧） 证券日报网讯 7月30日晚间，西宁特钢发布公告称，公司股票于2025年7月29日、7月30日连续2个交易 日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动的情形。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。 ...

Market Overview - A total of 48 stocks hit the daily limit, while 19 stocks faced limit down, resulting in a sealing rate of 72%. Notable performers include Tibet Tourism with 8 consecutive limits and Southern Road Machinery with 7 limits in 8 days [1][3] - The Shanghai Composite Index reached a new high for the year during intraday trading, closing up 0.17%, while the Shenzhen Component Index and the ChiNext Index fell by 0.77% and 1.62%, respectively [1][8] - 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 Analysis - The consecutive limit-up rate increased to 66.66%, with Tibet Tourism achieving 8 consecutive limits and Southern Road Machinery maintaining strong momentum [3][4] - The film and entertainment sector saw significant gains, driven by the success of the film "Nanjing Photo Studio," which grossed 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][17] Sector Highlights - The consumer sector showed positive performance, particularly in the baby and child segment, benefiting from the implementation of a national subsidy program for eligible families [6][12] - The innovative pharmaceutical sector experienced mixed results, with some stocks declining due to external pressures, while others, like South New Pharmaceutical, saw significant gains [7][14] - The super hydropower concept remained popular, with multiple stocks, including Xining Special Steel, achieving limit-ups following the announcement of a 1.2 trillion yuan investment in super hydropower projects [5][17] Key Stocks and Their Performance - Tibet Tourism achieved an 8-limit streak with a 10% increase [9][28] - Southern Road Machinery recorded 7 limits in 8 days with a 9.99% increase [10] - Happiness Blue Sea saw a 20% increase over 5 days, benefiting from the film industry's success [19] Investment Trends - The market sentiment remains influenced by key stocks like Weaving New Materials, which has seen a cumulative increase of over 1080% [3] - The overall market is experiencing a short-term emotional shift, largely dependent on the performance of core stocks [3][8] - The pharmaceutical sector is expected to focus on internal high-low switching as the market adjusts to recent fluctuations [7][14]

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 ...

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。 格隆汇7月30日丨西宁特钢(600117.SH)公布，公司股票自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。 ...

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]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600010 | 包钢股份 | 10.19 | 11.53 | 72868.42 | | 600581 | 八一钢铁 | 10.07 | 14.88 | 10154.54 | | 600117 | 西宁特钢 | 9.95 | 7.39 | 4628.15 | | 600808 | 马钢股份 | 4.56 | 3.52 | 3169.50 | | 600782 | 新钢股份 | -1.30 | 3.04 | 2758.82 | | 000959 | 首钢股份 | -0.45 | 0.90 | 2042.34 | | 600019 | 宝钢股份 | 0.94 | 0.67 | 1347.27 | | 603878 | 武进不锈 | 1.39 | 3.89 | 1276.85 | | 601121 | 宝地矿业 | 1.08 | 3.85 | 1189.65 | | 002318 | 久立特材 | 0.48 | 1.09 | 1093.47 | | 000 ...

证券之星消息，7月30日特钢板块较上一交易日上涨0.34%，西宁特钢领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。特钢板块个股涨跌见下表： 从资金流向上来看，当日特钢板块主力资金净流入1285.69万元，游资资金净流入101.03万元，散户资金 净流出1386.73万元。特钢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) | | --- | --- | --- | --- | --- | --- | | 600117 | 西宁特钢 | 4.20 | 9.95% | 240.61万 | 10.03亿 | | 002443 | 金洲管道 | 6.96 | 1.90% | 18.06万 | 1.24亿 | | 002318 | 久立特材 | 23.02 | 0.48% | 10.45万 | 2.41亿 | | 000825 | 太钢不锈 | 4.38 | 0.46% | 1 74.63万 | 3.30亿 | | 002075 | 沙钢股份 | 6.12 | 0.16% | 43.29万 | 2.66 ...

Group 1 - The A-share market saw a total of 55 stocks hitting the daily limit up on July 30, indicating strong market activity [1] - The tourism sector led with Xizang Tourism achieving an impressive 8 consecutive limit-up days, showcasing significant investor interest [1] - Happiness Blue Sea, a film industry stock, recorded 3 consecutive limit-up days, reflecting positive market sentiment towards the entertainment sector [1] Group 2 - Steel stocks such as Xining Special Steel and Bayi Steel both achieved 2 consecutive limit-up days, indicating a favorable trend in the steel industry [1] - Other notable stocks with 3 consecutive limit-up days include Southern Road Machinery (water conservancy), Huaci Co. (ceramics), and Foci Pharmaceutical (pharmaceuticals), highlighting diverse sectors performing well [1] - The overall performance of these stocks suggests a bullish trend in various industries, with a particular emphasis on tourism and entertainment [1]

Core Viewpoint - The recent surge in futures markets, particularly in coal and steel, has led to a strong performance in related stocks, indicating a potential recovery in the cyclical sectors driven by policy support and improving demand conditions [1][7]. Group 1: Futures Market Movements - On July 30, coal futures rose nearly 7%, with other commodities like coke and glass also seeing significant increases of around 6% [1]. - The strong performance in the futures market translated into the stock market, with cyclical sectors such as steel, coal, and chemicals experiencing a robust rally [1]. Group 2: Stock Performance - The steel sector saw an average increase of over 3% in early trading, with notable performers including Xining Special Steel hitting the daily limit, and Ba Yi Steel and Baosteel rising by over 5% and 4%, respectively [1][2]. - The coal sector also performed well, with Antai Group hitting the daily limit and Shaanxi Black Cat and Huaibei Mining both increasing by over 2% [4]. Group 3: Chemical Sector Developments - The basic chemical sector rose by 1.05%, with companies like Wankai New Materials and Luban Chemical hitting the daily limit, while others like Jiu Ri New Materials and Songjing Co. saw increases of over 5% [5][6]. Group 4: Policy and Economic Context - The current cyclical rally began in late June, driven by signals of policy support from the Ministry of Industry and Information Technology, which is set to introduce measures to stabilize growth in key industries such as steel and petrochemicals [5][7]. - Recent regulatory changes, including the draft amendment to the Price Law, aim to curb disorderly competition in industries like steel and chemicals, promoting profit recovery [5][7]. Group 5: Industry Profitability - The gross profit per ton of steel has rebounded from 86 yuan in Q2 to 213 yuan for rebar, reflecting the positive impact of policy measures [7]. - In the coal sector, the National Energy Administration has initiated production checks to control overproduction, while coal imports have dropped over 30% year-on-year, tightening supply expectations [7].