Core Viewpoint - Fangda Special Steel (600507.SH) announced that Xu Huigong plans to reduce his shareholding by up to 23.13 million shares, representing no more than 1% of the company's total share capital, within 90 days after the announcement of this reduction plan [1] Summary by Relevant Sections - Shareholding Reduction Plan - Xu Huigong intends to reduce his stake through centralized bidding [1] - The reduction will occur within 90 days following the announcement, starting 15 trading days after the announcement date [1] - The maximum number of shares to be reduced is 23.13 million [1]

减持计划的主要内容：徐惠工计划自本次减持计划公告之日起 15 个交易 日后的 90 日内，通过集中竞价方式减持公司股份不超过 23,131,800 股，减持比 例不超过公司总股本的 1%。若此期间公司股票有送股、资本公积金转增股本、 增发、配股等除权事项，减持股份数量将进行相应调整。 | 股东名称 | 徐惠工 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 直接持股 5%以上股东 | □是 √是 | √否 □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：不适用 | | | | 持股数量 | 116,824,114股 | | | | 持股比例 | 5.05% | | | | 当前持股股份来源 | 协议转让取得：116,824,114股 | | | 一、减持主体的基本情况 上述减持主体无一致行动人。 证券代码：600507 证券简称：方大特钢 公告编号：临 2025-052 方大特钢科技股份有限公司 持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者 ...

人民财讯8月3日电，方大特钢（600507）8月3日晚间公告，持股5.05%的公司股东徐惠工计划自本次减 持计划公告之日起15个交易日后的90日内，通过集中竞价方式减持公司股份不超过2313.18万股，减持 比例不超过公司总股本的1%。 ...

方大特钢公告，截至本公告披露日，股东徐惠工持有1.17亿股，占公司总股本5.05%；其拟自本次减持 计划公告之日起15个交易日后的90日内，即2025年8月26日～2025年11月23日，通过集中竞价方式减持 不超过2313.18万股，减持比例不超过1%。减持股份来源为协议转让取得。 ...

金融界消息 截至2025年8月1日收盘，方大特钢（600507）报收于5.94元，上涨1.54%，换手率2.7%，成 交量62.41万手，成交金额3.73亿元。 天眼查商业履历信息显示，方大特钢科技股份有限公司，成立于1999年，位于南昌市，是一家以从事黑 色金属冶炼和压延加工业为主的企业。企业注册资本231318.789万人民币，实缴资本11952万人民币。 公司法定代表人为梁建国。 通过天眼查大数据分析，方大特钢科技股份有限公司共对外投资了30家企业，参与招投标项目3479次， 知识产权方面有商标信息41条，专利信息304条，此外企业还拥有行政许可149个。 来源：金融界 资金流向方面，今日主力资金净流入3135.70万元，占比成交额8.4%。其中，超大单净流入1573.27万 元、占成交额4.21%，大单净流入1562.43万元、占成交额4.18%，中单净流出流入820.02万元、占成交 额2.2%，小单净流出3955.71万元、占成交额10.59%。 方大特钢最新一期业绩显示，截至2025一季报，公司营业总收入43.46亿元、同比减少16.03%，归属净 利润2.50亿元，同比增长167.99%，扣非 ...

证券之星消息，7月30日特钢板块较上一交易日上涨0.34%，西宁特钢领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。特钢板块个股涨跌见下表： 从资金流向上来看，当日特钢板块主力资金净流入1285.69万元，游资资金净流入101.03万元，散户资金 净流出1386.73万元。特钢板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600117 | 西宁特钢 | 4.20 | 9.95% | 240.61万 | 10.03亿 | | 002443 | 金洲管道 | 6.96 | 1.90% | 18.06万 | 1.24亿 | | 002318 | 久立特材 | 23.02 | 0.48% | 10.45万 | 2.41亿 | | 000825 | 太钢不锈 | 4.38 | 0.46% | 1 74.63万 | 3.30亿 | | 002075 | 沙钢股份 | 6.12 | 0.16% | 43.29万 | 2.66 ...

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, while supply-side adjustments are beginning to show, indicating that the steel industry is slowly emerging from its low point [3]. - The report anticipates that if supply policies are implemented, the speed of supply contraction will accelerate, leading to a quicker recovery in the industry [3]. - The profitability of steel companies has improved, with the average gross profit per ton of rebar rising to 330.1 CNY/ton, an increase of 131.5 CNY/ton [36]. Summary by Sections Steel Market Overview - Last week, the apparent consumption of five major steel products was 8.6813 million tons, a decrease of 1.98 million tons week-on-week [24]. - The total inventory of steel was 13.365 million tons, down 1.16 million tons week-on-week, maintaining the lowest level for the same period in recent years [5]. - The operating rate of blast furnaces among 247 steel mills was 83.46%, unchanged from the previous week [32]. Raw Materials - The spot price of iron ore increased by 4 CNY/ton to 779 CNY/ton, a rise of 0.52% [48]. - The total inventory of iron ore at ports rose to 137.9038 million tons, a slight increase of 0.04% [49]. - The average available days of imported iron ore for 64 domestic steel companies increased to 21 days, up by 1 day from the previous week [49]. Profitability and Production - The average gross profit for hot-rolled coils rose to 244.1 CNY/ton, an increase of 113.5 CNY/ton [36]. - The profitability rate of 247 steel companies was 63.64%, up 3.47% from the previous week [32]. - The total steel production last week was 8.6697 million tons, a decrease of 1.22 million tons week-on-week [33]. Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel and Hualing Steel, as well as low-cost firms like Fangda Special Steel and New Steel [5].

沪指7月29日上涨0.33%，申万所属行业中，今日上涨的有16个，涨幅居前的行业为通信、钢铁，涨幅 分别为3.29%、2.59%。钢铁行业位居今日涨幅榜第二。跌幅居前的行业为农林牧渔、银行，跌幅分别 为1.36%、1.19%。 资金面上看，两市主力资金全天净流出356.37亿元，今日有4个行业主力资金净流入，医药生物行业主 力资金净流入规模居首，该行业今日上涨2.06%，全天净流入资金29.96亿元，其次是钢铁行业，日涨幅 为2.59%，净流入资金为4.19亿元。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600010 | 包钢股份 | 5.16 | 7.57 | 18129.61 | | 600581 | 八一钢铁 | 10.00 | 9.49 | 10621.67 | | 301160 | 翔楼新材 | 8.91 | 10.65 | 7217.90 | | 600507 | 方大特钢 | 3.85 | 3.15 | 4987.12 | | 000898 | 鞍钢股份 | 3.96 | 0 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002318 | 久立特材 | 22.91 | -2.09% | 15.01万 | 3.45亿 | | 603895 | 更美股份 | 18.21 | -0.55% | 4.61万 | 8343.33万 | | 002478 | 常宝股份 | 5.66 | 0.18% | 9.90万 | 5583.03万 | | 002443 | 金洲管道 | 6.83 | 0.29% | 9.18万 | 6255.01万 | | 002075 | 沙钢股份 | 6.11 | 0.83% | 41.45万 | 2.51亿 | | 6652009 | 抚顺特钢 | 5.77 | 1.05% | 57.04万 | 3.26亿 | | 000708 | 中信特钢 | 13.59 | 1.42% | 14.80万 | 266T | | 000825 | 太钢不锈 | 4.36 | 2.59% | 63.47万 | 2.71亿 | | 600507 | 方大特钢 | 5.9 ...

Industry Overview - The liquid ammonia storage tank is a specialized equipment for storing and transporting liquid ammonia, with a history dating back to the late 19th century. Its development has been driven by advancements in chemical industry and increasing demand in agriculture, medicine, and food sectors [1][4][14] - The market size of China's liquid ammonia storage tank industry is projected to reach approximately 7.788 billion yuan in 2024, representing a year-on-year growth of 10.12% [1][14] - The first phase of the world's largest green hydrogen ammonia project, with an initial capacity of 320,000 tons, was officially put into operation on July 8, 2025. This project includes a milestone liquid ammonia storage tank project that is the first large-scale low-temperature tank for storing green ammonia globally [1][14] Industry Development Background - The demand for liquid ammonia has been increasing, with production expected to grow from 45.51 million tons in 2018 to 62.10 million tons in 2024, reflecting a compound annual growth rate of 5.32% [7] - The growth in liquid ammonia production has spurred the demand for specialized storage equipment, leading to rapid technological advancements in liquid ammonia storage tanks [7] Industry Chain - The upstream of the liquid ammonia storage tank industry includes raw materials and equipment, such as special steel, low-temperature alloys, insulation materials, sealing materials, and welding materials. The core equipment includes compressors, refrigeration units, and safety valves [10] - The midstream involves the production and manufacturing of liquid ammonia storage tanks, while the downstream applications span across chemical, construction, aerospace, biomedical, and environmental sectors [10] Industry Trends - The trend towards larger liquid ammonia storage tanks is driven by increasing production capacity and import/export demands. The industry is moving towards 50,000-ton capacity tanks to reduce land use and operational costs [22] - The integration of smart technologies, such as IoT sensors and AI monitoring systems, is enhancing safety and efficiency in the liquid ammonia storage tank sector [23] - The green transformation of liquid ammonia storage tanks is essential, focusing on low-energy, corrosion-resistant materials and the adoption of BOG recovery systems to minimize carbon emissions [24] Key Companies - Major companies in the liquid ammonia storage tank market include CIMC Enric, Blue Science and Technology, and various domestic manufacturers that dominate the mid to low-end market, while international brands focus on high-end large storage tanks [15][18][20]