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 | | | ...

Robotics - Dongfang Electric Heat has sent samples of electronic skin to leading robotics companies [1] - Hongjing Optoelectronics has initiated research and development on humanoid robots and has sent samples [1] - Baolong Technology plans to gradually invest resources to expand its business in the robotics field [1] Deep Earth Economy - Boying Special Welding's anti-corrosion and anti-wear welding technology can be applied to oil pipelines in deep earth oil and gas transportation [1] - Baotailong's coal and graphite resources are currently not classified under the "deep earth economy" category [1] Consumer Electronics - Longli Technology's LIPO technology products have achieved mass production in projects such as wristbands and mobile phones [1] Charging and Swapping - Green Energy Smart Charging has technical and business cooperation with CATL in the charging and swapping business [1] - Dazhong Transportation has not yet engaged in the charging and swapping business [1] Other Developments - Huagong Technology has seen bulk shipments of 400G/800G optical modules from overseas equipment and channel vendors [1] - Lingyi Zhi Zao has made bulk shipments of cooling modules for international clients such as AMD [1] - Farah Electronics' capacitors are used in ultra-high voltage transmission and transformation applications [1] - Huate Gas has supplied a small quantity of electronic specialty gases to Xinkai, with a minor business proportion [1] - Benchuan Intelligent's high-end PCB products have achieved small batch applications in CPO-related projects [1] - Fangda Special Steel has not yet collaborated with Huawei on "digital twin" projects related to blast furnaces [1] - Hengdian East Magnetic focuses its energy storage business on household storage, with a small portion of shipments in the European market [1] - Siwei Tuxin and Jianzhizhi Robot have collectively secured 5.85 million sets of intelligent driving solutions from 2024 to the first half of 2025 [1] - iFlytek maintains a good cooperation with Moore Threads in the field of artificial intelligence [1]

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 ...

方大特钢（600507.SH）10月22日在投资者互动平台表示，公司目前未与山西焦煤集团签订煤炭购销合 同。公司暂未参股煤矿。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：与山西焦煤集团的长协合同覆盖比例是多少？是否通 过参股煤矿锁定优质资源？ ...

格隆汇10月22日丨方大特钢(600507.SH)在互动平台表示，公司尚未研发特斯拉Cybertruck一体化压铸用 免热处理钢。公司始终聚焦主业发展，研发主要集中于现有核心产品的性能优化与升级，暂未布局上述 产品的研发项目。公司尚未进入宁德时代电池包壳体供应链，但公司与宁德时代合作的钢板弹簧项目稳 步推进，部分产品已经完成路试验证，未来将主要适配宁德时代新能源换电重卡技术和业务。 ...

格隆汇10月22日丨方大特钢(600507.SH)在互动平台表示，新能源汽车对轻量化板簧需求逐步提高，公 司对新型弹簧扁钢材料的研发应用也在不断推进当中,目前公司暂未开发适配特斯拉Cybertruck等车型的 定制化弹簧扁钢产品。 ...

人民财讯10月22日电，方大特钢（600507）10月22日在互动平台回复称，目前公司与华为的合作聚焦于 焦化智能配煤系统领域，暂未与华为开展高炉"数字孪生"相关项目的合作。 ...

格隆汇10月22日丨方大特钢(600507.SH)在互动平台表示，目前公司与华为的合作聚焦于焦化智能配煤 系统领域，暂未与华为开展高炉"数字孪生"相关项目的合作。在高炉数字化与AI应用方面，公司始终保 持积极探索的态度；一方面，持续与国内多家科研院校围绕高炉数字化技术展开深度交流，积极吸收前 沿技术成果与行业经验；另一方面，密切跟踪钢铁行业内在高炉数字化领域的实际应用进展，分析不同 技术方案的可行性与适配性，为后续项目推进积累实践参考。 ...

Market Performance - The special steel sector increased by 1.09% on October 21, with Jinzhou Pipeline leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Individual Stock Performance - Jinzhou Pipeline (002443) closed at 8.36, up 6.23% with a trading volume of 249,200 shares and a turnover of 206 million yuan [1] - Changbao Co. (002478) closed at 6.33, up 4.46% with a trading volume of 397,100 shares and a turnover of 251 million yuan [1] - Shagang Group (002075) closed at 5.61, up 1.81% with a trading volume of 305,800 shares and a turnover of 171 million yuan [1] - Other notable performances include Taigang Stainless (000825) up 1.73% and Fangda Special Steel (600507) up 1.12% [1] Capital Flow Analysis - The special steel sector saw a net inflow of 8.93 million yuan from institutional investors, while retail investors contributed a net inflow of 10.64 million yuan [2] - The sector experienced a net outflow of 19.57 million yuan from speculative funds [2] Detailed Capital Flow for Key Stocks - Jinzhou Pipeline (002443) had a net inflow of 16.46 million yuan from institutional investors, while it faced a net outflow of 3.39 million yuan from speculative funds [3] - Shagang Group (002075) saw a net inflow of 15.62 million yuan from institutional investors, but a net outflow of 17.73 million yuan from speculative funds [3] - Fangda Special Steel (600507) had a net inflow of 4.64 million yuan from institutional investors, with a net outflow of 6.74 million yuan from speculative funds [3]

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 ...