证券之星消息，10月24日特钢板块较上一交易日下跌0.46%，西宁特钢领跌。当日上证指数报收于 3950.31，上涨0.71%。深证成指报收于13289.18，上涨2.02%。特钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301160 | 翔楼新材 | 63.21 | 6.70% | 6.01万 | | 3.76亿 | | 002443 | 金洲管道 | 8.70 | 4.82% | 31.39万 | | 2.70亿 | | 000708 | 中信特钢 | 14.06 | 0.07% | 18.93万 | | 2.66亿 | | 002318 | 久立特材 | 25.60 | -0.19% | 1 9.08万 | | 2.31亿 | | 002075 | 沙钢股份 | 5.59 | -0.36% | 26.01万 | | 1.46 Z | | 603995 | 更美股份 | 17.96 | -0.55% | 4.21万 | 7587.83万 | | | ...

证券之星消息，10月22日特钢板块较上一交易日上涨0.23%，方大特钢领涨。当日上证指数报收于 3913.76，下跌0.07%。深证成指报收于12996.61，下跌0.62%。特钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600507 | 方大特钢 | 5.57 | 2.77% | 31.57万 | 1.75亿 | | 300881 | 盛德整泰 | 35.29 | 2.20% | 1.72万 | 6024.66万 | | 665009 | 抚顺特钢 | 5.30 | 1.92% | 50.81万 | 2.72亿 | | 002443 | 金洲管道 | 8.48 | 1.44% | 0 22.00万 | 1.87亿 | | 600117 | 西宁特钢 | 3.28 | 1.23% | 28.05万 | 9175.78万 | | 002318 | 久立特材 | 25.66 | 0.90% | 10.33万 | 2.65亿 | | 301160 | 翔楼新材 | 59.7 ...

前海开源公用事业股票（005669）成立日期2018年3月23日，最新规模96.58亿。今年以来收益33.71%， 同类排名1326/4218；近一年收益30.96%，同类排名1434/3869；成立以来收益233.14%。 前海开源公用事业股票（005669）基金经理为崔宸龙。 截至发稿，崔宸龙累计任职时间5年96天，现任基金资产总规模140.74亿元，任职期间最佳基金回报 210.44%， 任职期间最差基金回报-22.5%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 10月22日，抚顺特钢涨5.38%，截至发稿，报5.48元/股，成交6668.59万元，换手率0.63%，总市值 108.07亿元。 资料显示，抚顺特殊钢股份有限公司位于辽宁省抚顺市望花区鞍山路东段8号，成立日期1999年6月7 日，上市日期2000年12月29日，公司主营业务涉及钢冶炼、钢压延加工,冶金技术服务,工业气体(含液 体)制造、销售。主营业务收入构成为：合金结构钢27.18%，不锈钢24 ...

证券之星消息，10月21日特钢板块较上一交易日上涨1.09%，金洲管道领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。特钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002443 | 金洲管道 | 8.36 | 6.23% | 24.92万 | | 2.06亿 | | 002478 | 常宝股份 | 6.33 | 4.46% | 39.71万 | | 2.51亿 | | 002075 | 沙钢股份 | 5.61 | 1.81% | 30.58万 | | 1.71亿 | | 000825 | 太钢不锈 | 4.11 | 1.73% | 40.85万 | | 1.67亿 | | 600507 | 方大特钢 | 5.42 | 1.12% | 14.47万 | 7809.45万 | | | 600117 | 西宁特钢 | 3.24 | 0.93% | 25.25万 | 8163.44万 | | | 301 ...

智通财经APP获悉，国泰海通发布研报称，上周五大品种钢材表观消费量875.41万吨，环比升123.98万 吨；其中建材表观消费量304.17万吨，环比升81.55万吨；板材表观消费量571.24万吨，环比升42.43万 吨。五大品种钢材产量856.95万吨，环比降6.36万吨；总库存1582.26万吨，环比降18.46万吨，维持低位 水平。当前钢铁需求有望逐步触底；供给端即便不考虑供给政策，目前行业亏损时间已经较长，供给的 市场化出清已开始出现，预期钢铁行业基本面有望逐步修复。而若供给政策落地，行业供给的收缩速度 更快，行业上行的进展将更快展开。 国泰海通主要观点如下： 需求环比上升，库存环比下降 上周(本报告中的上周均指2025年10月13日至10月17日当周)五大品种钢材表观消费量875.41万吨，环比 升123.98万吨；其中建材表观消费量304.17万吨，环比升81.55万吨；板材表观消费量571.24万吨，环比 升42.43万吨。五大品种钢材产量856.95万吨，环比降6.36万吨；总库存1582.26万吨，环比降18.46万 吨，维持低位水平。上周247家钢厂高炉开工率84.27%，环比持平；高炉 ...

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, and supply-side market clearing has begun, indicating a potential recovery in the steel industry's fundamentals. If supply policies are implemented, the contraction of supply may accelerate, leading to quicker industry recovery [3][8]. - The report highlights a week-on-week increase in steel consumption and a decrease in inventory levels, suggesting a positive trend in demand recovery post-holiday [5][12]. - Profit margins for steel production have decreased, with average gross margins for rebar and hot-rolled coils declining significantly [5][42]. Summary by Sections Steel Prices and Inventory - Last week, the price of Shanghai rebar fell by 50 CNY/ton to 3210 CNY/ton, a decrease of 1.54%. Hot-rolled coil prices dropped by 120 CNY/ton to 3280 CNY/ton, a decline of 3.53% [8]. - Total inventory of major steel products decreased to 15.82 million tons, down 1.15% week-on-week [12]. Raw Materials - Iron ore spot prices decreased by 10 CNY/ton to 780 CNY/ton, while futures prices fell by 24.5 CNY/ton to 771 CNY/ton [51]. - Iron ore port inventory rose to 142.78 million tons, an increase of 1.81% [53]. Production and Profitability - The total steel production last week was 8.57 million tons, a decrease of 6.36 million tons week-on-week [36]. - The average gross margin for rebar was 111.6 CNY/ton, down 34.3 CNY/ton, while for hot-rolled coils, it was 21.6 CNY/ton, down 67.6 CNY/ton [42]. Market Outlook - The report anticipates that the demand for steel will stabilize, with a gradual recovery expected in the construction and manufacturing sectors, despite ongoing challenges in the real estate market [5][8]. - The steel industry is expected to benefit from policies aimed at reducing inefficient production capacity and promoting high-quality development [5].

Core Insights - The special steel sector experienced a 0.5% increase on October 20, with Jiuli Special Materials leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Special Steel Sector Performance - Jiuli Special Materials (002318) closed at 25.47, with a rise of 2.87% and a trading volume of 160,300 shares, totaling a transaction value of 406 million yuan [1] - Xianglou New Materials (301160) closed at 58.88, up 2.54%, with a trading volume of 27,300 shares and a transaction value of 162 million yuan [1] - Shengde Zhengtai (300881) closed at 34.33, increasing by 1.18%, with a trading volume of 12,900 shares and a transaction value of 44.03 million yuan [1] - Fushun Special Steel (600399) closed at 5.16, up 0.58%, with a trading volume of 207,700 shares and a transaction value of 107 million yuan [1] - Other notable performances include Xining Special Steel (600117) at 3.21 (+0.31%), Taiyuan Iron & Steel (000825) at 4.04 (+0.25%), and Jinzou Pipeline (002443) at 7.87 (+0.13%) [1] Capital Flow Analysis - The special steel sector saw a net inflow of 44.69 million yuan from main funds, while retail funds experienced a net outflow of 37.27 million yuan [2] - The overall capital flow indicates a mixed sentiment among different investor types, with main funds showing interest while retail investors withdrew [2]

Investment Rating - The industry is rated as "Overweight" [4][6][72] Core Viewpoints - The construction demand is under pressure while raw material prices remain relatively strong, leading to a maintained "Overweight" rating for the industry [6] - Steel demand has shown a significant week-on-week increase, primarily driven by the resumption of work after the National Day holiday, although construction material demand remains weak year-on-year [6][10] - Steel inventory has increased week-on-week, with hot-rolled steel experiencing the most accumulation [6][15] - Iron output has decreased week-on-week but has increased year-on-year, indicating resilience in demand supported by the manufacturing sector [6][37] Summary by Relevant Sections Market Overview - The Shanghai Composite Index fell by 1.47% this week, while the CSI 300 Index dropped by 2.22%. The steel sector declined by 2.01%, outperforming the CSI 300 by 0.21 percentage points [10] - Black futures prices have decreased, with rebar closing at 3037 CNY/ton, down 66 CNY/ton (2.13%), and hot-rolled coil at 3204 CNY/ton, down 81 CNY/ton (2.47%) [13][38] Demand and Supply Dynamics - The apparent consumption of the five major steel products decreased year-on-year, totaling 8.5922 million tons, although it increased by 1.5131 million tons week-on-week [15] - Total steel inventory rose to 21.7508 million tons, an increase of 389.33 thousand tons year-on-year [25] - The iron output from 247 steel enterprises was 2.4095 million tons, a slight decrease of 0.0059 million tons week-on-week but an increase of 0.659 million tons year-on-year [37] Profitability and Pricing - The profitability per ton of steel has weakened, with various steel products showing fluctuating profits, such as rebar at -15 CNY/ton and hot-rolled steel at -8 CNY/ton [46] - The profit ratio among 247 steel mills was 55.41%, a decrease of 0.87 percentage points from the previous week [47] Downstream Demand - Domestic cement dispatches fell to 2.5285 million tons, a year-on-year decrease of 726.5 thousand tons [58] - PVC production increased to 467.38 thousand tons, up 1.4293 thousand tons year-on-year [58]

Investment Rating - The report maintains a "Buy" recommendation for several steel companies, including Hualing Steel, Baosteel, Nanjing Steel, and others [3][4]. Core Insights - Steel prices have slightly declined, with the price of 20mm HRB400 rebar in Shanghai at 3210 CNY/ton, down 50 CNY/ton from the previous week [1][11]. - The report highlights a decrease in steel production and inventory levels, with total production of the five major steel products at 8.57 million tons, a decrease of 63,600 tons week-on-week [2][3]. - The report emphasizes the importance of the upcoming "14th Five-Year Plan" meeting, which is expected to guide long-term economic development and capacity regulation in the steel industry [3][8]. Summary by Sections Price Trends - As of October 17, steel prices have shown a downward trend, with specific price changes for various steel products, including a 120 CNY/ton decrease for hot-rolled steel [1][12]. Production and Inventory - The total inventory of the five major steel products decreased by 23,800 tons to 11.2451 million tons, with a notable reduction in rebar inventory [2][3]. Profitability - Steel margins have decreased, with rebar, hot-rolled, and cold-rolled steel margins down by 36 CNY/ton, 55 CNY/ton, and 17 CNY/ton respectively [1][3]. Investment Recommendations - The report recommends several companies for investment, including Hualing Steel, Baosteel, and Nanjing Steel in the general steel sector, and specific companies in the special steel and pipe sectors [3][4].

Core Insights - The special steel sector experienced a decline of 1.11% on October 17, with Jiuli Special Materials leading the drop at -3.36% [1][2] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - The following stocks in the special steel sector showed varied performance: - Fangda Special Steel: Closed at 5.39, up 0.56% with a trading volume of 202,600 shares [1] - Jiuli Special Materials: Closed at 24.76, down 3.36% with a trading volume of 124,400 shares and a transaction value of 312 million [2] - Taiyuan Iron & Steel: Closed at 4.03, down 0.98% with a trading volume of 453,300 shares [2] Capital Flow - The special steel sector saw a net outflow of 153 million from institutional investors, while retail investors contributed a net inflow of 118 million [2] - The following stocks had significant capital flow: - Shengde Zhengtai: Net inflow from retail investors was 961,210, while institutional investors had a net outflow of 666,910 [3] - Xining Special Steel: Retail investors had a net inflow of 637,800, while institutional investors had a net outflow of 407,220 [3]