智通财经APP讯，抚顺特钢(600399.SH)发布公告，截至2025年9月10日，宁波梅山保税港区锦程沙洲股 权投资有限公司(简称"锦程沙洲")要约收购公司股份期限届满，因需进一步确认要约收购结果,根据《上 海证券交易所股票上市规则》等有关规定，经申请，公司股票于2025年9月11日(星期四)停牌一个交易 日，并将在要约收购结果公告当日复牌。 ...

人民财讯9月10日电，抚顺特钢（600399）9月10日晚间公告，因宁波梅山保税港区锦程沙洲股权投资有 限公司要约收购公司股份事项，公司股票将于9月11日停牌一个交易日，并将在9月12日复牌。要约收购 股份数量为9860.5万股，占上市公司总股本的5%，要约收购价格为5.6元/股，期限自8月12日至9月10 日。 ...

抚顺特钢公告，因宁波梅山保税港区锦程沙洲股权投资有限公司要约收购公司股份事项，公司股票将于 2025年9月11日停牌一个交易日，并将在要约收购结果公告当日复牌。要约收购股份数量为9860.5万 股，占上市公司总股本的5%，要约收购价格为5.6元/股，期限自2025年8月12日至2025年9月10日。 ...

今年以来抚顺特钢已经1次登上龙虎榜，最近一次登上龙虎榜为7月11日，当日龙虎榜净买入2.47亿元； 买入总计3.32亿元 ，占总成交额比32.67%；卖出总计8521.81万元 ，占总成交额比8.38%。 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24.74%，工具钢20.20%，高温合金 18.86%，其他9.02%。 抚顺特钢所属申万行业为：钢铁-特钢Ⅱ-特钢Ⅲ。所属概念板块包括：特种钢、大飞机、军民融合、低 价、核电等。 9月10日，抚顺特钢盘中上涨2.15%，截至11:20，报5.71元/股，成交2.66亿元，换手率2.41%，总市值 112.61亿元。 资金流向方面，主力资金净流入1358.52万元，特大单买入4939.75万元，占比18.58%，卖出5424.48万 元，占比20.40%；大单买入7882.08万元，占比29.65%，卖出6038.84万元，占比22.71%。 抚 ...

Investment Rating - The report maintains a "Buy" recommendation for several steel companies, including Hualing Steel, Baosteel, Nanjing Steel, and others, indicating a positive outlook for the sector [3][4]. Core Viewpoints - The steel industry is experiencing a dual weakness in supply and demand due to environmental production restrictions, with a focus on the recovery during peak demand seasons [3][4]. - Short-term impacts from environmental restrictions are expected to ease, leading to a gradual recovery in both supply and demand [3][4]. - Long-term capacity regulation remains a key theme, with expectations for more precise management to promote industry consolidation and improve profitability for steel companies [3][4]. Price Trends - As of September 5, 2025, steel prices showed mixed trends, with rebar prices at 3,260 CNY/ton, up 10 CNY/ton from the previous week, while other products like high-line and cold-rolled steel saw price declines [1][9]. - The report notes that the average price changes for various steel products over the past month and year reflect a complex market environment, with some products experiencing price increases while others decline [10][24]. Production and Inventory - As of September 5, 2025, total steel production decreased to 8.61 million tons, a reduction of 239,600 tons week-on-week, with rebar production specifically down by 18,800 tons [2][3]. - Total social inventory of major steel products increased by 311,800 tons to 10.765 million tons, indicating a build-up in stock levels despite reduced production [2][3]. Profitability - The report indicates a decline in steel margins, with estimated changes in gross profit for rebar, hot-rolled, and cold-rolled steel being -46 CNY/ton, -38 CNY/ton, and -36 CNY/ton respectively [1][3]. Investment Recommendations - The report recommends specific companies for investment, including Hualing Steel, Baosteel, Nanjing Steel in the general steel sector, and companies like Xianlou New Materials and CITIC Special Steel in the special steel sector [3][4].

Market Performance - On September 5, the special steel sector rose by 0.66% compared to the previous trading day, with Shengde Xintai leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - The following stocks in the special steel sector showed notable performance: - Shengde Xintai (300881) closed at 35.27, up 2.65% with a trading volume of 18,300 lots and a turnover of 64.38 million yuan [1] - Shagang Co. (002075) closed at 5.91, up 1.90% with a trading volume of 422,500 lots and a turnover of 24.7 million yuan [1] - Jiuli Special Materials (002318) closed at 22.17, up 1.74% with a trading volume of 100,700 lots and a turnover of 222 million yuan [1] Capital Flow - The special steel sector experienced a net outflow of 74.48 million yuan from institutional investors, while retail investors saw a net inflow of 71.35 million yuan [2][3] - The following stocks had significant capital flow: - Taigang Stainless (000825) had a net inflow of 9.22 million yuan from retail investors, despite a net outflow of 20.85 million yuan from institutional investors [3] - Xi'an Special Steel (600117) had a net inflow of 9.31 million yuan from retail investors, with a net outflow of 2.17 million yuan from institutional investors [3]

New Stock Listings - Huaxin Jingke (603370) listed at an issuance price of 18.6 on September 5, 2025[1] Rights Issues and Offers - Fushun Special Steel (600399) has a tender offer period from August 12 to September 10, 2025[1] - Cash option for *ST Tianmao (000627) is available from September 15 to September 19, 2025[1] Stock Performance Alerts - Significant abnormal fluctuations reported for KaiPu Cloud (688228) on August 30, 2025[1] - New stock listings and trading alerts include various companies with specific announcement links for further details[1] Trading Volume Insights - Notable trading volumes for several stocks, including Dongjie Intelligent (300486) at 6241 and Kedi Shares (605255) at 6820[1] - Other stocks with significant trading volumes include Huawen Technology (001380) at 9056 and ST Jinfeng (000908) at 9022[1]

New Stock Offerings - Fushun Special Steel (600399) is undergoing a tender offer period from August 12, 2025, to September 10, 2025[1] - *ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) has announced its latest updates on September 4, 2025[1] Market Alerts - Kaipu Cloud (688228) has reported severe abnormal fluctuations as of August 30, 2025[1] - Siquan New Materials (301489) and Xinhua Jin (600735) also reported significant market movements on August 22 and August 30, 2025, respectively[1] - Multiple companies including *ST Baoying (002047) and Wantong Development (600246) have updates as of September 4, 2025[1] Trading Notifications - A total of 30 companies have issued trading notifications with specific dates for announcements and updates, indicating active market participation[1] - The report includes links to detailed announcements for each company, ensuring transparency and accessibility of information[1]

Market Overview - On September 4, the special steel sector declined by 0.96%, with Xianglou New Materials leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Key stocks in the special steel sector showed varied performance, with Jinzhou Pipeline up by 1.71% and Xianglou New Materials down by 2.59% [2] - The trading volume and turnover for notable stocks included: - Jinzhou Pipeline: 180,000 shares, turnover of 128 million yuan - Xianglou New Materials: 24,500 shares, turnover of 153 million yuan - Shagang Co.: 608,400 shares, turnover of 356 million yuan [2] Capital Flow - The special steel sector experienced a net outflow of 128 million yuan from main funds, while retail investors saw a net inflow of 1.24 billion yuan [2] - The capital flow for specific stocks indicated: - Fushun Special Steel: Main funds net inflow of 13.54 million yuan, retail net outflow of 7.86 million yuan - Xianglou New Materials: Main funds net outflow of 5.03 million yuan, retail net inflow of 2.94 million yuan [3]

Group 1 - The announcement is regarding the third advisory notice of the voluntary tender offer by Ningbo Meishan Bonded Port Area Jincheng Shazhou Equity Investment Co., Ltd. for shares of Fushun Special Steel Co., Ltd. [1] - The tender offer is valid from August 12, 2025, to September 10, 2025, with the last three trading days being September 8, 9, and 10, during which shareholders cannot withdraw their acceptance of the offer [2][8] - The number of shares to be acquired is 98,605,000, representing 5% of the total share capital of Fushun Special Steel, at a price of 5.60 yuan per share [2][4] Group 2 - The offer price of 5.60 yuan per share is based on the weighted average price of Fushun Special Steel's shares over the last 30 trading days, which was 5.36 yuan per share [2] - The purpose of the tender offer is to increase the holding ratio in the listed company, consolidate control, and enhance the stability of the company's equity structure [2][5] - The total maximum funds required for the tender offer amount to 552,188,000 yuan, which will be sourced from the acquirer's own and self-raised funds [7] Group 3 - The tender offer is classified as a voluntary offer and is not a fulfillment of statutory tender offer obligations [6] - The acquisition does not aim to terminate the listing status of the company, and the share distribution will still comply with the listing conditions of the Shanghai Stock Exchange [5] - As of September 2, 2025, the total number of shares accepted for the tender offer is 839,800, accounting for approximately 0.043% of the total share capital [28]