酒钢宏兴表示，近日，中国特种设备检测研究院组织多位行业专家，对酒钢自主研发的S31603(JLH)奥 氏体不锈钢钢板进行全流程评审，内容涵盖生产工艺装备、产品实物质量、第三方检测结果等方面。通 过项目组汇报及专家询问答辩，专家一致认定，该钢板及对应企业标准符合我国现行压力容器安全技术 规范中有关材料的技术规定，明确其适用厚度范围为5mm—60mm，温度范围为-269℃—100℃，可广泛 应用于极低温液氢/液氦储存设备制造。 研发过程中，团队深入研究奥氏体不锈钢材料在极低温环境下的失效行为、微观组织演变路径及塑韧性 变化规律。在此基础上，逐一攻克液氢/液氦极低温压力容器用奥氏体不锈钢化学成分优化设计、高可 焊性综合设计、高纯净度冶炼控制、晶粒度及析出相优化控制等多项技术难点。历经一年时间，成功开 发出极低温环境压力容器用S31603(JLH)奥氏体不锈钢钢板。 经第三方检验，S31603(JLH)奥氏体不锈钢钢板及对应焊缝在-269℃的极低温状态下，具有非常理想的 塑性、冲击韧性和断裂韧性，且氢脆敏感性极低，完全满足液氢/液氦极低温压力容器对材料性能的苛 刻要求。与此同时，酒钢还形成了完整的企业标准体系，为产品 ...

格隆汇7月31日｜A股钢铁、煤炭等周期股早盘集体走低，安阳钢铁、酒钢宏兴、新钢股份、安泰集 团、包钢股份跌超5%，晋控煤业、山西焦煤、重庆钢铁、华菱钢铁、三钢闽光等跟跌。 ...

智通财经7月31日电，钢铁、煤炭等周期股早盘集体走低，安阳钢铁、酒钢宏兴、新钢股份、安泰集 团、包钢股份跌超5%，晋控煤业、山西焦煤、重庆钢铁、华菱钢铁、三钢闽光等跟跌。 钢铁、煤炭股集体走低 安阳钢铁等多股跌超5% ...

来源：金融界 天眼查商业履历信息显示，甘肃酒钢集团宏兴钢铁股份有限公司，成立于1999年，位于嘉峪关市，是一 家以从事黑色金属冶炼和压延加工业为主的企业。企业注册资本626335.7424万人民币，实缴资本 626335.7424万人民币。公司法定代表人为秦俊山。 通过天眼查大数据分析，甘肃酒钢集团宏兴钢铁股份有限公司共对外投资了36家企业，参与招投标项目 5000次，知识产权方面有商标信息25条，专利信息2766条，此外企业还拥有行政许可122个。 金融界消息 截至2025年7月29日收盘，酒钢宏兴（600307）报收于1.85元，上涨4.52%，换手率2.87%， 成交量179.94万手，成交金额3.22亿元。 资金流向方面，今日主力资金净流入1771.26万元，占比成交额5.5%。其中，超大单净流入980.60万 元、占成交额3.04%，大单净流入790.66万元、占成交额2.45%，中单净流出流出598.36万元、占成交额 1.86%，小单净流出1172.90万元、占成交额3.64%。 酒钢宏兴最新一期业绩显示，截至2025一季报，公司营业总收入67.82亿元、同比减少17.37%，归属净 利润444 ...

Core Viewpoint - The hydrogen energy industry is experiencing rapid growth, driven by the global transition to clean energy and the urgent demand for special steel materials for liquid hydrogen storage [3][4]. Group 1: Company Developments - Hongxing Co., Ltd. has developed a new type of austenitic stainless steel plate (S31603) for ultra-low temperature pressure vessels, which has passed technical evaluation by the China Special Equipment Inspection and Research Institute [2][5]. - The successful development of S31603 (JLH) stainless steel plate fills a technological gap in the northwest region of China and addresses the scarcity of materials for ultra-low temperature applications in the hydrogen energy sector [9]. Group 2: Technical Achievements - The S31603 (JLH) stainless steel plate exhibits excellent plasticity, impact toughness, and fracture toughness at -269°C, with low hydrogen embrittlement sensitivity, meeting the stringent requirements for liquid hydrogen/liquid helium pressure vessels [5][7]. - The material has been certified for a thickness range of 5-60mm and a temperature range of -269 to 100°C, making it suitable for manufacturing ultra-low temperature storage equipment [7]. Group 3: Industry Implications - The advancements in ultra-low temperature materials are expected to promote the domestic production of hydrogen energy technologies and support China's clean energy transition and carbon neutrality goals [9].

Group 1 - The Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is the largest planned hydropower project globally, attracting significant attention from various industries, including cement and steel [2][3] - Following the announcement of the project's commencement, the steel and cement industries experienced a strong rebound, with multiple stocks hitting the daily limit up, indicating a positive market reaction [2][3][4] - The project is expected to significantly increase demand for materials such as cement and steel, with estimates suggesting a total cement consumption of 30-35 million tons and an annual increase of 3-3.5 million tons [6][7] Group 2 - The steel demand is projected to rise by approximately 5 million tons due to the project's requirements for core construction, supporting infrastructure, and various steel products [7] - Companies such as China Power Construction Corporation and SANY Heavy Industry have expressed their intention to actively participate in the project, indicating a strong interest from major industry players [8][9] - The project is anticipated to have a long-term economic impact, with potential U-shaped effects on the economy, leading to market expansion and technological upgrades for related industries [9][10]

Group 1 - The Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, has commenced construction, igniting a surge in related A-share stocks [1][9] - Multiple companies, including *ST Zhengping and Huaxin Cement, have issued clarifications stating they currently have no direct involvement in the project, despite recent stock price increases [3][4][6] - The project is considered a significant national-level hydropower initiative, expected to create new demand in construction, electrical equipment, and civil explosives sectors [9] Group 2 - Companies such as Huaxin Cement and *ST Zhengping have expressed uncertainty regarding their potential participation in the project, highlighting the lack of guarantees for revenue and profitability [3][7] - The bidding process for the Yarlung Tsangpo project has not yet started, indicating that many companies are still awaiting formal engagement [6][7] - Analysts note that the project's complexity and high standards for materials may lead to concentrated benefits for leading companies, with a construction timeline potentially extending from 10 to 15 years [10]

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5489.93万元，其中，买入成交额为 3691.79万元，卖出成交额为1798.14万元，合计净买入1893.64万元。 具体来看，今日上榜的营业部中，沪股通为第五大卖出营业部，卖出金额为192.38万元，合计净卖出 192.38万元。 资金流向方面，今日该股主力资金净流入5522.17万元，其中，特大单净流入6647.79万元，大单资金净 流出1125.62万元。近5日主力资金净流入4044.68万元。 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收入67.82亿元，同比下降17.37%，实现净 利润-4.44亿元。 酒钢宏兴(600307)今日涨停，全天换手率1.21%，成交额1.40亿元。龙虎榜数据显示，沪股通净卖出 192.38万元，营业部席位合计净买入2086.02万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.11%上榜，沪股通净卖出192.38万元。 卖五 沪股通专用 192.38 （文章来源：证券时报网） 7月15日公司发布上半年业绩预告，预计实现净利润-6.34亿元。（数据宝） 酒钢宏兴7月23日交易公开信息 | ...

Core Viewpoint - The announcement of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, has sparked significant interest in the capital market, leading to a surge in related A-share sectors, particularly the hydropower sector, which saw a cumulative increase of 21.9% from July 21 to July 22 [1] Company Involvement - Zhejiang Fuhua Holdings has reported ongoing projects in pumped storage, with orders amounting to approximately 2 billion yuan, and has experience in high-altitude hydropower projects [3] - Far East Holdings is actively following the Yarlung Tsangpo project and is optimizing its products for the unique characteristics of the project [3] - Xihigh Institute has noted that the project will support the development of surrounding solar and wind energy resources, creating a clean energy base [4] - Rigong Energy Technology focuses on power engineering construction and has a history of providing monitoring products for major hydropower projects [4] - Zhongyuan Co. plans to participate in the bidding for equipment related to the Yarlung Tsangpo project [5] - China Electric Power Construction has confirmed its involvement in the project [7] - Huace Testing is providing environmental monitoring services for the project [7] - Jiu Steel Hongxing is prioritizing business related to the Yarlung Tsangpo project [8] - Henghua Technology emphasizes the market opportunities presented by the project and its alignment with the company's product offerings [9] - Hualing Cable has experience in major hydropower projects and is preparing to engage with the Yarlung Tsangpo project [10]

Group 1 - The concept stocks related to the Yarlung Tsangpo River hydropower project continue to gain popularity, with over twenty stocks hitting the daily limit up, including Tiedao Heavy Industry and Deepwater Survey Institute, both reaching a 20% increase [4][6] - The total investment for the Yarlung Tsangpo River downstream hydropower project is approximately six times that of the Three Gorges Project, with an expected annual investment of 60 billion to 80 billion yuan over a construction period of 15 to 20 years [7] - Major players in the steel sector, such as China Electric Power Construction and China Energy Engineering, have seen their stock prices rise significantly, with total market values reaching 116.6 billion yuan and 128.8 billion yuan respectively [6][7] Group 2 - The steel sector experienced a sharp increase, with stocks like Shengde Xintai and Liugang Co. hitting the daily limit up, while the overall steel prices have risen week-on-week [8] - The Ministry of Industry and Information Technology announced a new round of growth stabilization plans for key industries, including steel, aimed at optimizing supply and eliminating outdated production capacity [8] - Meibang Co. saw a dramatic drop in stock price, falling from a limit up of 31.1 yuan to a limit down of 25.86 yuan, reflecting volatility in high-position stocks [9]