格隆汇1月16日丨酒钢宏兴(600307.SH)公布，经财务部门初步测算，预计公司 2025 年度实现归属于上 市公司股东的净利润为-18.79亿元左右；预计归属于上市公司股东扣除非经常性损益的净利润为-18.42 亿元左右。 ...

格隆汇1月16日｜酒钢宏兴公告，公司预计2025年度实现归属于上市公司股东的净利润为-187,938万元 左右，归属于上市公司股东扣除非经常性损益的净利润为-184,203万元左右。2025年，钢铁行业以"减 量提质、结构重塑"为核心，呈现出供需分化、盈利修复波动特征。需求端"制造业强、建筑业弱"，房 地产低迷拖累建筑用钢消费下滑，而机械、汽车等行业带动制造业用钢占比提升。原料价格下降支撑盈 利改善，但产能过剩、转型压力等矛盾仍存，政策引导行业向稳增长、调结构方向转型。 ...

Market Overview - On January 15, the general steel sector declined by 1.21%, with Jiu Steel Hongxing leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Individual Stock Performance - Major stocks in the general steel sector showed mixed performance, with Ma Steel Co. rising by 0.74% to a closing price of 4.10, while Jiu Steel Hongxing fell by 5.67% to 1.83 [2] - Other notable declines included Hangang Co. down 3.44% to 9.26 and Nanjing Steel down 3.10% to 5.31 [2] Trading Volume and Value - The trading volume for Ma Steel was 958,100 shares with a transaction value of 390 million yuan, while Jiu Steel had a trading volume of 1,628,700 shares with a transaction value of 302 million yuan [2] Capital Flow Analysis - The general steel sector experienced a net outflow of 74.92 million yuan from main funds, while speculative funds saw a net inflow of 149 million yuan [2] - Retail investors had a net outflow of 73.73 million yuan, indicating a cautious sentiment among smaller investors [2] Net Capital Inflows by Stock - Baosteel Co. had a net outflow of 56.62 million yuan from main funds, while Baogang Co. saw a net inflow of 45.15 million yuan [3] - New Xingshan Co. recorded a net inflow of 25.74 million yuan from main funds, contrasting with a net outflow of 26.32 million yuan from retail investors [3]

Core Viewpoint - The article highlights the significant contributions of Wei Haixia, an engineer at Jiugang Group Hongxing Co., Ltd., in advancing the production of stainless steel and other high-end alloys, showcasing her innovative approaches and leadership in the field of metallurgy [3][4][6]. Group 1: Innovations in Steel Production - Wei Haixia has been instrumental in transitioning Jiugang Group to produce stainless steel, overcoming initial challenges related to the heating furnace design [4][5]. - She developed a new heating scheme that optimized the heating curve for stainless steel, leading to the successful production of the first stainless steel slab [4][6]. - The introduction of a new control model allowed for the simultaneous heating of five different steel grades, marking a domestic precedent in the industry [5][6]. Group 2: Product Development and Market Expansion - Under Wei's leadership, the range of stainless steel products expanded from a few varieties to over 30 high-end types, including the key product 2205 duplex stainless steel [6]. - Wei's work on high-carbon martensitic stainless steel for high-end razors addressed a long-standing reliance on imports, making Jiugang the only domestic producer capable of mass production [6][7]. Group 3: Team Leadership and Knowledge Sharing - Wei emphasizes the importance of teamwork, fostering an environment where all team members can contribute ideas regardless of their experience [6][7]. - She has documented and shared her extensive knowledge on heating processes and metalworking, ensuring that her expertise benefits the entire team [6][7]. Group 4: Adoption of Advanced Technologies - Wei has led the transformation of the research and development model by introducing advanced thermodynamic simulation software, shifting from traditional trial-and-error methods to a data-driven approach [7]. - This transition has significantly reduced the development cycle and costs associated with high-end steel production [7]. Group 5: Personal Commitment and Recognition - Wei Haixia's dedication to her work and the steel industry is reflected in her numerous accolades, including national and provincial labor model awards [7]. - Her commitment to solving practical problems and contributing to the company's growth is a testament to her role as a leader in the field [7].

Market Overview - On January 14, the general steel sector experienced a decline of 0.2% compared to the previous trading day, with Lingang Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Individual Stock Performance - Hangang Co., Ltd. saw a significant increase in its stock price, closing at 65.6 with a rise of 8.12%, and a trading volume of 2.91 million shares, amounting to 2.772 billion yuan [1] - Other notable performers included Jiugang Hongxing, which rose by 3.74% to close at 1.94, and Xinxing Ductile Iron Pipes, which increased by 2.83% to close at 4.36 [1] - Conversely, Lingang Co., Ltd. closed at 2.11, down 2.76%, with a trading volume of 402,500 shares and a transaction value of 86.302 million yuan [2] Capital Flow Analysis - The general steel sector saw a net inflow of 278 million yuan from main funds, while retail investors experienced a net outflow of 227 million yuan [2] - The main funds showed significant net inflows in stocks like Hangang Co., Ltd. (495.1 million yuan) and Xinxing Ductile Iron Pipes (49.14 million yuan) [3] - Retail investors had notable outflows in stocks such as Hangang Co., Ltd. (-263 million yuan) and Xinxing Ductile Iron Pipes (-45.12 million yuan) [3]

Group 1 - The stock price of Jiugang Hongxing has increased by 5.35% to 1.97 CNY per share, with a trading volume of 211 million CNY and a turnover rate of 1.75%, resulting in a total market capitalization of 12.339 billion CNY [1] - Jiugang Hongxing's stock has risen for seven consecutive days, with a cumulative increase of 13.33% during this period [1] - The company, established on April 21, 1999, and listed on December 20, 2000, primarily engages in the production and sale of steel and iron smelting and rolling products, including high-speed wire rods, bars, and medium-thick plates [1] Group 2 - The main business revenue composition of Jiugang Hongxing includes: bars (31.86%), coils (26.12%), stainless steel (14.22%), wire rods (11.69%), plates (6.28%), and others (6.03%) [1] - Guotai Fund's ETF, Guotai Zhongzheng Steel ETF (515210), has increased its holdings in Jiugang Hongxing by 19.4971 million shares, now holding a total of 31.236 million shares, representing 0.5% of the circulating shares [2] - The Guotai Zhongzheng Steel ETF has achieved a year-to-date return of 3.3% and a one-year return of 40.53%, ranking 2172 out of 4203 in its category [2]

证券日报网讯1月13日，酒钢宏兴（600307）在互动平台回答投资者提问时表示，当前公司自有矿山铜 矿石生产量能够满足公司全资子公司肃南宏兴矿业公司的生产需求，暂未考虑采购周边铜矿石。后期， 若产能略有富余，不排除增产后采购周边铜矿的可能性。 ...

Group 1 - The stock price of Jiugang Hongxing has increased by 5.88% on January 13, reaching 1.98 CNY per share, with a trading volume of 193 million CNY and a turnover rate of 1.63%, resulting in a total market capitalization of 12.401 billion CNY [1] - Jiugang Hongxing's stock has risen for six consecutive days, with a cumulative increase of 13.33% during this period [1] - The company, established on April 21, 1999, and listed on December 20, 2000, is primarily engaged in the production and sales of steel and iron smelting and its rolling products, including high-speed wire, bars, and medium-thick plates [1] Group 2 - The top circulating shareholder of Jiugang Hongxing is the Guotai Fund, which increased its holdings in the Guotai Zhongzheng Steel ETF (515210) by 19.4971 million shares in the third quarter, holding a total of 31.236 million shares, representing 0.5% of the circulating shares [2] - The Guotai Zhongzheng Steel ETF (515210) has a current scale of 3.66 billion CNY and has achieved a return of 4.89% this year, ranking 3018 out of 5517 in its category [2] - The fund manager, Wu Zhonghao, has been in position for 3 years and 352 days, with the fund's total asset scale at 25.391 billion CNY, achieving the best return of 99.94% and the worst return of -16.2% during his tenure [2]

Group 1 - The core viewpoint of the article highlights the growth in China's cold-rolled sheet production, with a notable increase in output and year-on-year growth rates [1] - In November 2025, China's cold-rolled sheet production reached 4.3 million tons, representing a year-on-year increase of 9.8% [1] - From January to November 2025, the cumulative production of cold-rolled sheets in China totaled 44.348 million tons, reflecting a cumulative growth of 7.7% [1] Group 2 - The article references a report by Zhiyan Consulting, which provides an analysis and market forecast for the cold-rolled sheet industry in China from 2026 to 2032 [1] - The data presented is sourced from the National Bureau of Statistics, indicating the reliability of the statistics used in the analysis [1] - Zhiyan Consulting is described as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [1]

Group 1 - The average stock price of A-shares is 14.43 yuan, with 33 stocks priced below 2 yuan, the lowest being *ST Changyao at 0.88 yuan [1] - Among the low-priced stocks, 9 are ST stocks, accounting for 27.27% of the total [1] - In terms of market performance, 25 of the low-priced stocks increased in price, with Yongtai Energy, Dongtong Tui, and *ST Aowei leading the gains at 5.70%, 5.51%, and 5.26% respectively [1] Group 2 - The lowest priced stock, *ST Changyao, has a closing price of 0.88 yuan and a daily turnover rate of 15.68% [1] - Other notable low-priced stocks include *ST Lifan at 1.04 yuan and Dongtong Tui at 1.34 yuan, with daily price changes of 0.00% and 5.51% respectively [1] - The table lists various low-priced stocks along with their latest closing prices, daily price changes, turnover rates, and industry classifications [2]