1月23日，A股市场钢铁股午后涨幅扩大，其中，酒钢宏兴、武进不锈拉升10CM涨停，大中矿业涨超 7%，抚顺特钢、永兴材料涨超6%，三钢闽光、沙钢股份、盛德鑫泰涨超4%， | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600307 | 酒钢宏兴 | 1 | 10.11 | 130亿 | 25.45 | | 603878 | 武进不锈 | 米 | 10.05 | 50.39亿 | -3.02 | | 001203 | 大中矿业 | 1 | 7.80 | 498亿 | 6.00 | | 600399 | 抚顺特钢 | 1 | 6.16 | 139亿 | 21.06 | | 002756 | 永兴材料 | 1 | 6.11 | 300亿 | 2.69 | | 002110 | 三钢闽光 | -06 | 4.73 | 113亿 | 5.92 | | 002075 | 沙钢股份 | 1 | 4.19 | 136亿 | 8.17 | | 300881 | 盛德鑫泰 | | 4.18 | 45.83 乙 | 23.0 ...

本文引自：央视网（焦点访谈）、国家智能制造专家委员会等。 智能制造是制造业高质量发展的核心引擎。2025年底，工业和信息化部等六部门联合公布了首批15家领航级智能工厂名单，名单涵盖装备制造、原材料、 电子信息等多个关键行业。这些领航者不仅代表着当前中国制造智能化的最高水平，更标志着我国智能制造从数字化、网络化迈向了智能化的关键跃升 期。 | 序号 | 企业名称 | 项目名称 | 所在地 | | --- | --- | --- | --- | | 1 | 宝山钢铁股份有限公司 | 高端绿色硅钢预测式制造智能工厂 | 上海 | | 2 | 上海航天设备制造总厂 | 高可靠规模化宇航产品全流程链动 | 上海 | | | 有限公司 | 智能工厂 | | | 3 | 徐州重型机械有限公司 | 全球定制敏捷交付的移动式起重机 | 江苏 | | | | 智能工厂 | | | ব | 南京钢铁股份有限公司 | 产业链深度协同的特殊钢个性化 | 江苏 | | | | 定制智能工厂 | | | રે | 中石化宁波镇海炼化 | 基于全局优化的自主执行绿色石化 | 浙江 | | | 有限公司 | 智能工厂 | | | 6 | 杭州 ...

Group 1 - The steel sector saw an increase of 0.68% on January 21, with Xin Steel Co. leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the steel sector showed various performance metrics, with Xin Steel Co. closing at 4.03, up 2.54%, and Baosteel Co. at 7.21, down 0.69% [1][2] Group 2 - The steel sector experienced a net inflow of 80.51 million yuan from main funds, while retail funds saw a net inflow of 52.64 million yuan [2] - Major stocks like Baosteel Co. had a significant net outflow from retail investors amounting to 76.84 million yuan, despite a net inflow of 81.51 million yuan from main funds [3] - The trading volume for key stocks varied, with Baosteel Co. recording a transaction amount of 684 million yuan, while Xin Steel Co. had a transaction amount of 424 million yuan [1][2]

Investment Rating - The report maintains a "Buy" rating for key steel companies, indicating a positive outlook for their stock performance in the coming months [10]. Core Insights - The steel industry has experienced a fluctuating demand pattern, with a peak in early 2025 followed by a decline, leading to an increase in the material-to-steel ratio, which reached 1.69 in December [2]. - China's apparent steel consumption grew by 2.9% year-on-year in 2025, although December saw a 5.0% decline compared to the previous year [2]. - The net export of steel in 2025 reached 11.296 million tons, a year-on-year increase of 8.7%, driven by strong exports in the automotive and home appliance sectors [3]. - The report highlights a shift in economic drivers from investment to consumption, with fixed asset investment declining by 3.8% year-on-year, while retail sales increased by 3.7% [2]. Summary by Sections Steel Production and Consumption - In December 2025, crude steel production was 68.18 million tons, a 10.3% year-on-year decrease, with an annual total of 960.81 million tons, down 4.4% [6]. - Steel production in December was 115.31 million tons, a 3.8% year-on-year decrease, while the annual total was 1,446.12 million tons, up 3.1% [6]. Export and Import Dynamics - December steel exports were 11.30 million tons, up 16.2% year-on-year, with total exports for the year at 11.902 million tons, a 7.5% increase [6]. - Steel imports in December were 520,000 tons, down 16.3% year-on-year, with total imports for the year at 6.06 million tons, down 11.1% [6]. Economic Context and Policy Implications - The report notes that the Chinese economy is transitioning to a more stable phase, with GDP growth projected at 5% for 2025, reflecting a pattern of high demand followed by a decline [2]. - Recent structural interest rate cuts by the central bank are expected to support credit flow to specific industries, indicating a potential for economic stabilization [8]. - The valuation of the steel sector has improved, moving from absolute undervaluation to a moderately low position, suggesting room for further gains [8]. Recommended Stocks - The report recommends several stocks, including: - Hualing Steel (华菱钢铁) [10] - Nanjing Steel (南钢股份) [10] - Baosteel (宝钢股份) [10] - New Steel (新钢股份) [10] - Jiuli Special Materials (久立特材) [10] - Yongjin Co., Ltd. (甬金股份) [10] - Changbao Steel (常宝股份) [10]

Investment Rating - The report assigns a "Buy" rating for several steel companies, including Xining Steel, Hualing Steel, Nanjing Steel, and Baosteel, indicating a positive outlook for their stock performance in the coming months [10]. Core Insights - The steel industry has experienced a fluctuating demand pattern, with a peak in early 2025 followed by a decline. The material-to-steel ratio has reached a new high of 1.69 in December, with an annual average of 1.51, suggesting a shift in consumption patterns [2]. - China's apparent steel consumption increased by 2.9% year-on-year in 2025, although December saw a decline of 5.0% compared to the previous year. The economic growth rate is projected to be 5% for 2025, with a quarterly breakdown showing a decreasing trend [2]. - The net export of steel reached 11.296 million tons in 2025, a year-on-year increase of 8.7%, driven by strong demand in the automotive and home appliance sectors. Exports to ASEAN countries have significantly increased, despite a decline in exports to the U.S. [3]. Summary by Sections Production and Consumption - In December 2025, crude steel production was 68.18 million tons, a decrease of 10.3% year-on-year, while the total for the year was 960.81 million tons, down 4.4%. Steel production in December was 115.31 million tons, down 3.8% year-on-year, with an annual total of 1,446.12 million tons, up 3.1% [6]. - The apparent consumption of steel in China is expected to be more accurately estimated by using steel production growth rates instead of crude steel production growth rates [2]. Economic Indicators - Fixed asset investment in 2025 is projected to be 48.5186 trillion yuan, a decrease of 3.8% from the previous year, while retail sales of consumer goods are expected to grow by 3.7% [2]. - The report highlights a transition from investment-driven growth to consumption-driven growth as China's economy matures [2]. Market Outlook - The recent structural interest rate cuts by the central bank are expected to support credit growth in specific sectors, indicating a potential for economic stabilization. The steel sector's valuation has improved, moving from absolute undervaluation to a moderately low position, suggesting room for further gains [8]. - Recommended stocks include Hualing Steel, Nanjing Steel, Baosteel, and others, which are expected to benefit from various economic cycles and trends [8].

证券之星消息，1月19日普钢板块较上一交易日上涨0.82%，南钢股份领涨。当日上证指数报收于 4114.0，上涨0.29%。深证成指报收于14294.05，上涨0.09%。普钢板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600808 | 司钢股份 | 8479.80万 | 13.64% | -833.02万 | -1.34% | -7646.78万 | -12.30% | | 000932 | 华菱钢铁 | 4099.60万 | 7.12% | -4875.87万 | -8.47% | 776.27万 | 1.35% | | 656000 | 首钢股份 | 1101.50万 | 4.07% | 485.70万 | 4 1.80% | -1587.20万 | -5.87% | | 000778 | 新兴铸管 | 962.49万 | 3.07% | -65.16万 | -0.21% | -8 ...

1月19日，南钢股份涨5.13%，截至发稿，报5.53元/股，成交1.62亿元，换手率0.49%，总市值340.93亿 元。 资料显示，南京钢铁股份有限公司位于江苏省南京市六合区卸甲甸，成立日期1999年3月18日，上市日 期2000年9月19日，公司主营业务涉及黑色金属冶炼及压延加工,钢材、钢坯及其他金属材料销售。主营 业务收入构成为：钢材销售62.34%，其他销售37.66%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓南钢股份。招商中证红利ETF（515080）三季度持有股数1999.57 万股，占基金净值比例为1.38%，位居第七大重仓股。根据测算，今日浮盈赚取约539.88万元。 招商中证红利ETF（515080）成立日期2019年11月28日，最新规模75.93亿。今年以来亏损0.1%，同类 排名5124/5579；近一年收益7.56%，同类排名3925/4225；成立以来收益101.99%。 招商中证红利ETF（515080）基金经理为王平、刘重杰。 刘重杰累计任职时间7年262天，现任基金资产总规模328.73亿元，任职期间最佳基金回报101.99%， 任 职期间最差基金回报-3 ...

Investment Rating - The report maintains a "Buy" rating for the steel industry, recommending several key companies [2][3]. Core Insights - The supply-demand situation is improving, leading to a potential recovery in profits for the steel industry. The report highlights that production of major steel products has increased, while total inventory has decreased, indicating a positive shift in market dynamics [7][30]. - The report emphasizes that the profitability of steel manufacturers is expected to recover in the short term due to improved supply-demand conditions and stable cost support from raw materials [7][30]. Summary by Sections 1. Domestic Steel Market - As of January 16, steel prices have risen, with HRB400 rebar priced at 3,320 CNY/ton, up 40 CNY/ton from the previous week. Other products like high-line and hot-rolled steel also saw price increases [13][14]. 2. Production and Inventory - The total production of five major steel products reached 8.19 million tons, an increase of 0.62 million tons week-on-week. Total inventory decreased by 11,700 tons to 865,320 tons, indicating a positive trend in inventory management [7][30]. 3. Profitability - The report notes a decline in steel profits, with average margins for rebar, hot-rolled, and cold-rolled steel decreasing by 13 CNY/ton, 4 CNY/ton, and 18 CNY/ton respectively. However, the overall outlook for profit recovery remains optimistic [7][30]. 4. Key Company Recommendations - Recommended companies include: - General Steel Leaders: Hualing Steel, Baosteel, Nanjing Steel - Special Steel Sector: Xianglou New Materials, CITIC Special Steel, Fangda Special Steel - Pipe Manufacturers: Jiuli Special Materials, Youfa Group, Changbao Co. - Raw Material Sector: Dazhong Mining (iron ore + lithium ore), Fangda Carbon [7][30].

Investment Rating - The report maintains a "Buy" rating for several steel companies, including Xining Special Steel, Nanjing Steel, Hualing Steel, and Baosteel [9]. Core Insights - The steel market is experiencing a recovery in valuation, with absolute valuations moving from undervalued to moderately low levels, indicating potential for absolute returns [2]. - The report emphasizes the importance of structural reforms in the capital market, which are expected to facilitate a shift towards value investing in the steel industry [2]. - The report highlights that the demand for steel is improving, with significant increases in apparent consumption, particularly for rebar [6][41]. Supply Analysis - Daily molten iron production has decreased by 16,000 tons to 2.28 million tons, while steel production has slightly increased [15]. - The capacity utilization rate of 247 steel mills is at 85.5%, down 0.6 percentage points week-on-week but up 1.2 percentage points year-on-year [21]. Inventory Analysis - Total steel inventory has shifted from an increase to a decrease, with a week-on-week decline of 0.6% [27]. - The social inventory of five major steel products is 8.663 million tons, up 0.1% week-on-week and up 8.7% year-on-year [29]. Demand Analysis - Apparent consumption of five major steel products has improved significantly, with a week-on-week increase of 3.7% [51]. - Rebar apparent consumption reached 1.903 million tons, up 8.8% week-on-week and 2.8% year-on-year [51]. Raw Material Analysis - Iron ore prices have weakened, with a decrease in the shipping volume from Australia and Brazil, while port inventories have increased [50]. - The price index for imported iron ore is reported at 106.2 USD/ton, down 2.2% week-on-week [59]. Price and Profit Analysis - Steel prices are stable with slight increases, and the gross profit margins for steel products are improving [69]. - The comprehensive steel price index is at 122.7, reflecting a week-on-week increase of 0.2% [70].

南京钢铁股份有限公司 2026 年第一次临时股东会 会 议 资 料 二〇二六年一月二十六日 | | | | | | 会议议程 一、会议时间 1、现场会议召开时间：2026 年 1 月 26 日（星期一）14 点 30 分。 2、网络投票时间：2026 年 1 月 26 日（星期一），采用上海证券交易所网 络投票系统，通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间 为股东会召开当日的 9:15-15:00。 二、现场会议地点 南京市六合区卸甲甸幸福路 8 号南钢办公楼 203 会议室 三、主持人 董事长黄一新先生 四、会议议程 （一）参会人员签到，股东或股东代表登记（14:00～14:30） 2、关于 2026 年度继续与中信银行股份有限公司开展存贷款等业务暨关联 交易的议案； 3、关于 2026 年度预计为全资及控股子公司申请授信提供担保的议案； 4、关于 2026 年度预计为全资子公司销售钢材提供担保的议案； 5、关于申请 2026 年度银行授信额度的议案。 （十）律师宣读关于本次股东会的见证意 ...