沪指7月11日上涨0.01%，申万所属行业中，今日上涨的有19个，涨幅居前的行业为非银金融、钢铁， 涨幅分别为2.02%、1.93%。钢铁行业位居今日涨幅榜第三。跌幅居前的行业为银行、建筑材料，跌幅 分别为2.41%、0.67%。 | 603995 | 甬金股份 | 1.08 | 3.21 | -33.61 | | --- | --- | --- | --- | --- | | 600022 | 山东钢铁 | 2.08 | 1.61 | -81.97 | | 002318 | 久立特材 | 0.69 | 0.47 | -159.13 | | 600581 | 八一钢铁 | 0.59 | 3.03 | -194.00 | | 002443 | 金洲管道 | -1.04 | 3.04 | -198.23 | | 000923 | 河钢资源 | 0.14 | 1.77 | -238.83 | | 600307 | 酒钢宏兴 | 2.63 | 1.89 | -369.58 | | 000717 | 中南股份 | 0.36 | 2.12 | -370.60 | | 600516 | 方大炭素 | 0.63 | 0.81 ...

证券代码：600126 证券简称：杭钢股份 公告编号：临 2025—038 杭州钢铁股份有限公司关于投资理财计划的公告 （一）委托理财目的 为提高公司日常经营过程中存量资金的收益，在保证资金安全性、流动性 的前提下，公司及下属全资子公司宁波钢铁有限公司（以下简称"宁波钢铁"） 拟适当开展委托理财业务。 （二）投资金额 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。 重要内容提示： 委托理财受托方：国内大型商业银行 委托理财金额：合计不超过人民币 19 亿元，在此额度内资金可循环滚动 使用。 委托理财产品名称：国内大型商业银行（含其理财子公司）发行的市场 信用级别较高、安全性高、流动性较好、风险可控的理财产品，包括"T+1"银 行理财产品、结构性存款等。 委托理财期限：自董事会审议通过之日起一年。 履行的审议程序：本事项已经杭州钢铁股份有限公司（以下简称"公司"） 第九届董事会第十七次会议、第九届监事会第十七次会议审议通过。 一、委托理财概况 根据公司目前经营情况、投资计划，结合公司当前资金结余情况，公司及 1 下属子公司宁波钢 ...

证券代码:600126 证券简称:杭钢股份 公告编号:临2025—037 杭州钢铁股份有限公司 第九届监事会第十七次会议决议公告 本公司监事会及全体监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。 （一）审议通过《关于投资理财计划的议案》 为提高公司日常经营过程中存量资金的收益，在保证资金安全性、流动性的前 提下，同意公司及下属全资子公司宁波钢铁有限公司以合计不超过人民币 19 亿元的 闲置自有资金进行委托理财，用于投资国内大型商业银行（含其理财子公司）发行 的市场信用级别较高、安全性高、流动性较好、风险可控的理财产品，包括"T+1" 银行理财产品、结构性存款等。在上述额度内，资金可循环滚动使用。投资期限自 董事会审议通过之日起一年。 表决结果：3 票同意，0 票反对，0 票弃权。 特此公告。 杭州钢铁股份有限公司监事会 2025 年 7 月 12 日 一、监事会会议召开情况 杭州钢铁股份有限公司（以下简称"公司"）第九届监事会第十七次会议通 知和会议材料于 2025 年 7 月 4 日以电子邮件、传真或书面送达方式通知各位监 事，会议于 202 ...

证券代码:600126 证券简称:杭钢股份 公告编号:临 2025—036 二、董事会会议审议情况 本次会议采用记名投票方式，审议通过如下议案： （一）审议通过《关于投资理财计划的议案》 为提高公司日常经营过程中存量资金的收益，在保证资金安全性、流动性的前 提下，同意公司及下属全资子公司宁波钢铁有限公司以合计不超过人民币 19 亿元的 闲置自有资金进行委托理财，用于投资国内大型商业银行（含其理财子公司）发行 的市场信用级别较高、安全性高、流动性较好、风险可控的理财产品，包括"T+1" 银行理财产品、结构性存款等。在上述额度内，资金可循环滚动使用。投资期限自 董事会审议通过之日起一年。 表决结果：8 票同意，0 票反对，0 票弃权。 杭州钢铁股份有限公司 第九届董事会第十七次会议决议公告 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。 一、董事会会议召开情况 杭州钢铁股份有限公司（以下简称"公司"）第九届董事会第十七次会议通 知和会议材料于 2025 年 7 月 4 日以电子邮件、传真或书面送达方式通知各位董 事，会议于 202 ...

杭钢股份（600126）公告，预计2025年半年度实现归属于母公司所有者的净利润为-1.11亿元左右，将 出现亏损；预计公司2025年半年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-1.26亿 元左右。 ...

Group 1 - The core point of the article highlights the net inflow of main funds into various industries, with a total of 65.68 billion yuan flowing into the Shanghai and Shenzhen markets on July 8, including 59.68 billion yuan into the ChiNext market and 57.92 billion yuan into the CSI 300 index [2] - Among the 13 industries with net inflows, the electronics industry led with a net inflow of 40.76 billion yuan, followed by the computer industry with 26.6 billion yuan, and the communication, power equipment, and non-bank financial industries each exceeding 16 billion yuan [2] - In contrast, 18 industries experienced net outflows, with the pharmaceutical and biological industry seeing the largest outflow of over 15 billion yuan, followed by public utilities, national defense, and basic chemicals, each with outflows exceeding 5 billion yuan [3] Group 2 - A total of 77 stocks had net inflows exceeding 1 billion yuan, with 9 stocks seeing inflows over 4 billion yuan. Zhongyou Capital topped the list with a net inflow of 9.01 billion yuan, closing at the daily limit [4] - Pengding Holdings ranked second with a net inflow of 6.41 billion yuan, while other notable stocks with significant inflows included Zhongji Xuchuang, N Yitang, Dongfang Caifu, and Inspur Information, with inflows of 5.85 billion yuan, 5.16 billion yuan, 5.16 billion yuan, and 4.86 billion yuan respectively [6] - On the other hand, 37 stocks had net outflows exceeding 1 billion yuan, with Changshan Pharmaceutical leading the outflow at 8.3 billion yuan, followed by Jinyi Culture, Rongfa Nuclear Power, and Shaoneng Shares [7][8] Group 3 - At the end of the trading day, there was a net inflow of 35.8 billion yuan, with the ChiNext market contributing 12.97 billion yuan and the CSI 300 index contributing 13.24 billion yuan [9] - Among the stocks with significant end-of-day inflows, Dongfang Caifu led with a net inflow of 2.21 billion yuan, followed by Hangang Co., Zhongzhou Special Materials, and Ningde Times [10][11] - Conversely, 7 stocks experienced end-of-day net outflows exceeding 0.6 billion yuan, with Changshan Pharmaceutical again leading with a net outflow of 1.65 billion yuan, closing down 12.8% [12]

Group 1 - The surge in computing hardware stocks has led to a strong performance in the mid and downstream sectors of computing power [1] - Hangang Co., Ltd. reached the daily limit increase, while Qingyun Technology and Hongjing Technology rose over 5% [1] - Other companies such as Hengrun Co., Inspur Information, Hongbo Co., Hainan Huatie, and Parallel Technology also experienced gains [1]

Group 1 - The core viewpoint of the article emphasizes the significance of the supply-side reform 2.0, which aims to eliminate backward production capacity and effectively address chaotic competition in the industry [1] - The supply-side reform initiated in 2015 led to substantial price increases in commodities, with rebar futures soaring from 843 yuan/ton to 3147 yuan/ton, a 273% increase, and coking coal prices rising from 203 yuan to 719 yuan, a 3.5-fold increase [1] - The recent performance of the steel industry, particularly the China Steel Index, has mirrored past trends, with a notable increase of over 3.5% in a single day, indicating a potential revival similar to the previous supply-side reform [1][4] Group 2 - The current supply-side reform is characterized by unprecedented policy strength, focusing on eliminating low-price competition and orderly phasing out of backward production capacity, suggesting a potential for significant market recovery [6] - The valuation of steel stocks should consider the cyclical nature of the industry, with many steel companies currently valued below their replacement cost by 0.35 times, indicating a sufficient margin of safety [6] - The comparison between the China Steel Index and the National Steel Industry Index shows a high degree of overlap, with both indices focusing on the steel industry, although the China Steel Index includes some coal companies [7] Group 3 - The performance of funds tracking the China Steel Index and the National Steel Industry Index has been similar, with differences in returns being minimal, generally within 0.1% [12] - Specific funds, such as the Guolian National Steel A and Penghua National Steel Industry A, have shown significant returns of 8.10% and 7.66% respectively, outperforming the CSI 300 index [14] - The article suggests that as the economy develops, steel consumption will stabilize, with a shift from rebar consumption in construction to sheet metal consumption in manufacturing, indicating a potential improvement in profitability for the steel sector [14]

Group 1 - The steel sector experienced a strong rally on July 4, with notable stock performances including Lingang Co. hitting the daily limit, Liugang Co. achieving four consecutive limit-ups, and Angang Steel rising over 6% [1] - Liugang Co. has not identified any media reports or market rumors that could impact its stock price, and its fundamentals remain unchanged, with major shareholders holding 83.01% of the company [1] - The Central Financial Committee emphasized the need to promote the orderly exit of outdated production capacity and improve product quality, which may positively influence the steel sector's profitability [2] Group 2 - There are reports of increased environmental restrictions and production cuts in Tangshan, with approximately half of the steel mills indicating they have received notifications regarding these measures [1] - The steel sector's profitability is expected to recover to historical average levels, and the price-to-book ratio (PB) of steel stocks may also improve as a result [2]

A股钢铁板块盘初拉升，柳钢股份4连板，盛德鑫泰涨超7%，凌钢股份、安阳钢铁、杭钢股份纷纷上 扬。 ...