2月26日，据方大特钢消息，近日方大特钢成功中标长赣高铁赣州段钢筋供应项目，合同总金额约4亿 元。据了解，长赣高铁是国家"八纵八横"高速铁路主通道的重要组成部分，正线全长429.4公里，设计 时速350公里，预计2030年建成通车。 ...

近日，方大特钢成功中标长赣高铁赣州段钢筋供应项目，合同总金额约4亿元。 ...

下一步，方大特钢将紧扣高质量发展主线，持续深化与央企、国企的战略合作，积极拓展钢材深加工、 定制化服务等延伸业务，在国家基础设施建设中展现更大作为。 -CIS- 日前获悉，方大特钢（600507）成功中标长赣高铁赣州段钢筋供应项目，合同总金额约4亿元，实现产 品销售业务新年"开门红"。 据了解，长赣高铁是国家"八纵八横"高速铁路主通道的重要组成部分，正线全长429.4公里，设计时速 350公里，预计2030年建成通车。此次中标是方大特钢深耕重大基础设施建设领域的又一重要成果。截 至目前，该公司已先后中标南昌绕城高速、昌江航道提升、赣县抽水蓄能、弋南高速、长赣高铁等多项 国家级、省级重大工程钢材供应项目，在供合同总量突破30万吨，覆盖铁路、公路、水运、能源等重点 基建领域。 近年来，方大特钢在产品升级赛道上持续突破，主持及参与了10个省级项目，研发的600MPa级热轧高 强抗震钢筋产品入选《江西省重点新材料首批次应用示范指导目录(2025年版)》，相较传统钢筋强度更 高、抗震性更优，可有效降低建筑成本、提升施工效率，契合建筑行业绿色高效发展趋势，深受市场欢 迎。同时，公司营销团队坚守"以客户为中心"的服务理念， ...

春节期间，方大特钢生产不打烊，有4000多人坚守岗位，为圆满完成生产目标，公司安排了安全、生 产、设备、质量等方面的管理人员在春节期间值守，并针对各类产品提前做好生产的各项准备工作，确 保春节期间的生产顺利进行。 "春节期间我们狠抓生产所需原燃料的购、卸、储、供四个链条，为实现节日期间及节后的平稳高效生 产提供了有力支撑。"方大特钢原料公司煤焦部经理杜建业表示，"针对当前鄱阳湖、赣江水位走低，导 致进口矿进厂困难的问题，我们一方面与码头协商调整接卸船型；另一方面充分发挥九储码头铁路发运 的优势，加快货物回厂速度，以及在南昌周边灵活实施'以船代库、码头备库'等措施，确保生产'不断 供'。" 此外，公司还通过强化内外协同，每日与供应商、生产单位保持密切沟通，动态掌握原燃料发运、在 途、到港以及厂内库存的全链条信息，有效保障了生产配比的稳定性。 中标长赣高铁合同金额约4亿元 春节期间，《证券日报》记者来到位于江西南昌高新区的方大特钢（600507）科技股份有限公司(以下 简称"方大特钢")，只见方大特钢的生产厂区内，机器轰鸣依旧，炉火炽热如初，为保障节日期间生产 连续稳定，守护产业链供应链畅通，一群钢铁人放弃与家人 ...

方大特钢科技股份有限公司 关于高级管理人员辞职的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：600507 证券简称：方大特钢 公告编号：临 2026-005 | 姓名 | 离任职务 | 离任时间 | | 原定任期 | | 离任原因 | 是否继续在 上市公司及 | 具体职 务（如适 | 是否存在 未履行完 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 到期日 | | | 其控股子公 | 用） | 毕的公开 | | | | | | | | | 司任职 | | 承诺 | | 许杰 | 总法律顾问 | 2026年 2 | 月 | 年 2028 | 月 5 | 个人原因 | 否 | 不适用 | 否 | | | | 日 10 | | 日 15 | | | | | | 二、离任对公司的影响 许杰上述辞职事项自书面辞职报告送达董事会之日起生效，其离任不会影响 公司的正常生产经营，离任后许杰将不在公司及公司控股子公司担任任何 ...

国盛证券研报指出， 方大特钢成本优势明显，增长潜力突出。公司为江西区域钢企龙头，在行业盈利 与板块估值向好的背景下，权益产能增长或将逐步兑现，为市场稀缺的增量改善标的，其盈利有望持续 修复，公司近三年估值高位水平在1.62倍重置成本左右，对应市值为213亿元左右，认为公司估值有修 复空间，首次覆盖，给予"增持"评级。 ...

国盛证券研报指出，方大特钢成本优势明显，增长潜力突出。公司为江西区域钢企龙头，在行业盈利与 板块估值向好的背景下，权益产能增长或将逐步兑现，为市场稀缺的增量改善标的，其盈利有望持续修 复，公司近三年估值高位水平在1.62倍重置成本左右，对应市值为213亿元左右，认为公司估值有修复 空间，首次覆盖，给予"增持"评级。 ...

Core Viewpoint - The chairman of Fangda Group, Fang Wei, emphasizes the importance of both production operations and ideological work, advocating for a balanced approach to management and employee engagement [3][6]. Group 1: Company Performance and Employee Incentives - In 2025, all four steel plants under Fangda Group reported profits, with Jiujiang Steel performing the best [3][6]. - Fang Wei proposed a bonus of 20,000 yuan for each ordinary employee at Jiujiang Steel and 10,000 yuan for employees at Fangda Special Steel, Leping Steel, and Dazhou Steel [3][6]. - For 2026, it is suggested that all employees at Jiujiang Steel receive an additional three days of paid annual leave [3][6]. Group 2: Year-End Reward Standards - HNA, a subsidiary of Fangda, announced its year-end reward standards for 2025, where profitable companies will provide a bonus of 20,000 yuan, while loss-making companies will offer 5,000 yuan [5]. - Employees at profitable companies will also receive an additional three days of paid leave and a 10% increase in their basic salary [5]. Group 3: Ideological Work and Management - Fang Wei highlighted the need for effective communication and management, stressing that ideological work must support production operations [3][6]. - The company aims to enhance management through positive and negative examples, ensuring timely and accurate responses to employee suggestions [3][6].

Market Performance - The steel sector declined by 3.02% this week, underperforming the broader market, with sub-sectors such as special steel down 2.10%, long products down 1.88%, and flat products down 3.84% [2][5] - Iron ore and steel consumables sectors also saw declines of 1.74% and 3.02% respectively, while the trade circulation sector fell by 4.006% [2][5] Supply Situation - As of February 6, the capacity utilization rate of blast furnaces in sample steel enterprises was 85.7%, an increase of 0.22 percentage points week-on-week [2] - Electric furnace capacity utilization was at 48.1%, a decrease of 7.59 percentage points week-on-week [2] - The production of five major steel products was 7.208 million tons, a week-on-week decrease of 15,500 tons [2] - Daily average pig iron production was 2.2858 million tons, an increase of 6,000 tons week-on-week and 1,400 tons year-on-year [5] Demand Situation - The consumption of five major steel products was 7.607 million tons, a week-on-week decrease of 410,800 tons, or 5.12% [2] - Mainstream traders' sales volume of construction steel was 35,000 tons, down 32,500 tons week-on-week, representing a 48.24% decline [2] Inventory Situation - As of February 6, social inventory of five major steel products was 9.404 million tons, an increase of 496,800 tons week-on-week, or 5.58%, but down 18.04% year-on-year [3][5] - Factory inventory of five major steel products was 3.973 million tons, an increase of 95,600 tons week-on-week, or 2.47%, and down 24.13% year-on-year [3][5] Steel Prices & Profits - As of February 6, the comprehensive index for ordinary steel was 3,414.2 yuan/ton, a week-on-week decrease of 13.31 yuan/ton, or 0.39%, and down 5.51% year-on-year [3] - The comprehensive index for special steel was 6,582.0 yuan/ton, a week-on-week decrease of 2.28 yuan/ton, or 0.03%, and down 2.88% year-on-year [3] - The profit for rebar from blast furnaces was 65 yuan/ton, an increase of 14.0 yuan/ton week-on-week, or 27.45% [3] - The profit for construction steel from electric furnaces was -76 yuan/ton, an increase of 4.0 yuan/ton week-on-week, or 5.00% [3] Raw Material Situation - As of February 6, the spot price index for Australian powder ore (62% Fe) at Rizhao Port was 764 yuan/ton, a week-on-week decrease of 29.0 yuan/ton, or 3.66% [4] - The price for main coking coal at Jingtang Port was 1,700 yuan/ton, a week-on-week decrease of 80.0 yuan/ton [4] - The average available days of iron ore for sample steel enterprises was 31.29 days, an increase of 2.6 days week-on-week [4] Investment Recommendations - The steel sector is expected to have strong "anti-involution" characteristics and significant profit recovery potential, with high-quality steel companies likely to see performance improvements [6][7] - Key companies to focus on include regional leaders with advanced equipment and environmental standards, as well as those benefiting from the new energy cycle [7]

Investment Rating - The report maintains an "Overweight" rating for the steel industry [2]. Core Views - Demand is expected to gradually bottom out, and supply-side adjustments are beginning to show, indicating a potential recovery in the steel industry's fundamentals. If supply policies are implemented, the contraction in supply may accelerate, leading to a quicker industry upturn [4]. - The report highlights that approximately 60% of steel companies are currently operating at a loss, but market-driven supply adjustments are starting to occur, suggesting a gradual recovery in the steel sector [5]. Summary by Sections Steel Market Overview - Last week, the apparent consumption of five major steel products was 7.607 million tons, a decrease of 5.12% week-on-week but an increase of 32.12% year-on-year. Rebar consumption was 1.476 million tons, down 16.3% week-on-week, but up 143.03% year-on-year [16]. - The total steel inventory reached 13.3775 million tons, an increase of 4.63% week-on-week, maintaining a low level [5]. - The average gross profit for rebar was 159.5 CNY/ton, down 37.4 CNY/ton from the previous week, while hot-rolled coil profit was 19.5 CNY/ton, down 27.4 CNY/ton [5][33]. Raw Materials - Iron ore spot prices decreased, with the price for PB powder (61.5% iron content) at 766 CNY/ton, down 26 CNY/ton week-on-week. The main iron ore futures price fell by 31 CNY/ton to 760.5 CNY/ton, a decline of 3.92% [42]. - Iron ore port inventory rose to 171.41 million tons, an increase of 0.7% week-on-week, with the average available days of imported iron ore for domestic steel companies increasing to 31 days, up 14.81% [45][48]. Production and Capacity Utilization - The operating rate of blast furnaces among 247 steel mills increased to 79.53%, up 0.53 percentage points week-on-week, while the capacity utilization rate was 85.69%, up 0.22 percentage points [24]. - The total steel production last week was 8.199 million tons, a decrease of 3.27 million tons week-on-week [31]. Investment Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel, Hualing Steel, and Shougang, as well as low-cost and flexible steel companies like Fangda Special Steel and New Steel [5].