证券代码：600516 证券简称：方大炭素 公告编号：2025-038 方大炭素新材料科技股份有限公司 关于召开2025 年半年度业绩说明会的公告 （一） 会议召开时间：2025 年 10 月 14 日（星期二）16:00-17:00 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。 重要内容提示： ●会议召开时间：2025 年 10 月 14 日(星期二) 16:00-17:00 ● 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） ●会议召开方式：上证路演中心网络互动 ●投资者可于 2025 年 9 月 29 日(星期一)至 10 月 13 日（星期一）16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 fdts730084@fangdacarbon.com 进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 方大炭素新材料科技股份有限公司（以下简称公司）已于 2025 年 8 月 2 ...

从资金流向上来看，当日冶钢原料板块主力资金净流出1227.45万元，游资资金净流入2480.93万元，散户 资金净流出1253.48万元。冶钢原料板块个股资金流向见下表： 证券之星消息，9月26日冶钢原料板块较上一交易日上涨0.6%，河钢资源领涨。当日上证指数报收于 3828.11，下跌0.65%。深证成指报收于13209.0，下跌1.76%。冶钢原料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) | | --- | --- | --- | --- | --- | --- | | 000923 | 河钢资源 | 15.80 | 1.28% | 15.98万 | 2.54Z | | 600295 | 鄂尔多斯 | 10.16 | 1.09% | 10.38万 | 1.05亿 | | 600516 | 方大炭素 | 5.16 | 0.98% | 43.95万 | 2.28亿 | | 600382 | 广东明珠 | 5.92 | 0.85% | 5.45万 | 3224.06万 | | 001203 | 大中矿业 | 11.85 | 0.85% | 9.63万 ...

今年以来方大炭素已经1次登上龙虎榜，最近一次登上龙虎榜为2月12日，当日龙虎榜净买入1954.21万 元；买入总计7230.65万元 ，占总成交额比11.80%；卖出总计5276.44万元 ，占总成交额比8.61%。 资料显示，方大炭素新材料科技股份有限公司位于甘肃省兰州市红古区海石湾镇炭素路11号，成立日期 1999年1月18日，上市日期2002年8月30日，公司主营业务涉及石墨及炭素制品的生产加工、批发零售。 主营业务收入构成为：炭素制品86.60%，其他7.48%，其他(补充)5.92%。 方大炭素所属申万行业为：钢铁-冶钢原料-冶钢辅料。所属概念板块包括：石墨烯、GDR概念、锂电 池、固态电池、新能源等。 9月26日，方大炭素盘中上涨2.15%，截至10:19，报5.22元/股，成交1.16亿元，换手率0.56%，总市值 210.16亿元。 资金流向方面，主力资金净流入2066.95万元，特大单买入1802.39万元，占比15.51%，卖出0.00元，占 比0.00%；大单买入2615.42万元，占比22.50%，卖出2350.87万元，占比20.22%。 方大炭素今年以来股价涨8.52%，近5个交易 ...

证券之星消息，9月25日冶钢原料板块较上一交易日上涨0.27%，河钢资源领涨。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。冶钢原料板块个股涨跌见下表： 从资金流向上来看，当日冶钢原料板块主力资金净流出585.92万元，游资资金净流入2486.48万元，散户 资金净流出1900.56万元。冶钢原料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 001203 大中矿业 | | 1120.77万 | 8.47% | -579.40万 | -4.38% | -541.37万 | -4.09% | | 000923 河钢资源 | | 1119.09万 | 4.34% | 265.82万 | 1.03% | -1384.92万 | -5.38% | | 600516 方大炭素 | | 322.96万 | 1.63% | 27.85万 | 0.14% ...

Market Overview - The steel raw materials sector increased by 1.45% on September 12, with Hebei Steel Resources leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Key stocks in the steel raw materials sector showed the following performance: - Hebei Steel Resources (000923) closed at 16.52, up 2.93% with a trading volume of 175,600 shares and a turnover of 287 million yuan - Yidong Mining (601969) closed at 8.74, up 2.82% with a trading volume of 224,100 shares and a turnover of 193 million yuan - Other notable stocks include: - Dazhong Mining (001203) closed at 12.40, up 1.81% [1] Capital Flow - The steel raw materials sector experienced a net inflow of 151 million yuan from main funds, while retail investors saw a net outflow of 88.37 million yuan [1] - Detailed capital flow for selected stocks includes: - Hainan Mining (601963) had a main fund net inflow of 37.06 million yuan, but retail investors had a net outflow of 28.99 million yuan [2] - Fangda Carbon (600516) saw a main fund net inflow of 29.61 million yuan, with a retail net outflow of 42.71 million yuan [2] - Dazhong Mining (001203) had a main fund net inflow of 26.75 million yuan, while retail investors had a net inflow of 198,480 yuan [2]

Market Overview - On September 11, the steel raw materials sector rose by 0.57% compared to the previous trading day, with Hebei Steel Resources leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Individual Stock Performance - Hebei Steel Resources (000923) closed at 16.05, with a gain of 3.82% and a trading volume of 182,100 shares, amounting to a transaction value of 289 million yuan [1] - Dazhong Mining (001203) closed at 12.18, up 1.42%, with a trading volume of 140,900 shares and a transaction value of 170 million yuan [1] - Guangdong Mingzhu (600382) closed at 6.13, up 0.99%, with a trading volume of 76,500 shares and a transaction value of 46.5 million yuan [1] - Other notable performances include Steel Titanium Co. (000629) at 2.91, up 0.34%, and Jinling Mining (000655) at 9.05, up 0.33% [1] Capital Flow Analysis - The steel raw materials sector experienced a net outflow of 29.67 million yuan from institutional investors, while retail investors saw a net outflow of 19.40 million yuan [1] - Conversely, speculative funds recorded a net inflow of 49.07 million yuan [1] Detailed Capital Flow by Stock - Fangda Carbon (600516) had a net inflow of 17.87 million yuan from institutional investors, but a net outflow of 18.77 million yuan from retail investors [2] - Hebei Steel Resources (000923) saw a minor net inflow of 1.85 million yuan from institutional investors, with retail investors experiencing a net outflow of 3.42 million yuan [2] - Dazhong Mining (001203) had a net outflow of 1.83 million yuan from institutional investors, while speculative funds contributed a net inflow of 3.97 million yuan [2] - Steel Titanium Co. (000629) faced a significant net outflow of 31.64 million yuan from institutional investors, but speculative funds provided a net inflow of 17.16 million yuan [2]

Group 1 - The graphite electrode sector experienced a decline of 1.51% as of the market close on September 10, ranking among the top losers in the concept sector [1][2] - Within the sector, notable declines were observed in companies such as Putailai, Hesheng Silicon Industry, and Shangtai Technology, while companies like Daozhi Technology, Fuan Co., and Longjiang Transportation saw increases of 6.87%, 2.25%, and 1.41% respectively [1][2] - The graphite electrode sector faced a net outflow of 475 million yuan from major funds today, with 17 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stock was Zhongke Electric, with a net outflow of 159 million yuan, followed by Putailai, Xiangfenghua, and China Baoan with net outflows of 152 million yuan, 78.9 million yuan, and 60.4 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflow included Daozhi Technology, Baosteel, and Fuan Co., with net inflows of 310 million yuan, 27.5 million yuan, and 16.3 million yuan respectively [2][3] - The trading volume for Zhongke Electric was 12.05%, while Putailai had a turnover rate of 4.64% [3]

Group 1 - The core point of the article is that Fangda Carbon has achieved a record high in shipments of graphite electrodes, blast furnace carbon bricks, and special carbon products in August, exceeding 12,000 tons [1] Group 2 - The total shipment of graphite electrodes, blast furnace carbon bricks, and special carbon products in August reached over 12,000 tons, marking a new high for the year [1]

Market Overview - The steel raw materials sector experienced a decline of 1.15% on September 10, with Fangda Carbon leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Individual Stock Performance - Baodi Mining (601121) closed at 6.91, with a slight increase of 0.29% and a trading volume of 144,100 shares, totaling approximately 98.99 million yuan [1] - Hebei Steel Resources (000923) closed at 15.46, down 0.45%, with a trading volume of 98,600 shares and a turnover of about 151 million yuan [1] - Other notable declines include: - Fangda Carbon (600516) down 1.84% to 5.34, with a trading volume of 1,094,600 shares and a turnover of approximately 58.5 million yuan [1] - Hainan Mining (601969) down 1.39% to 8.49, with a trading volume of 191,000 shares and a turnover of about 162 million yuan [1] Capital Flow Analysis - The steel raw materials sector saw a net outflow of 165 million yuan from institutional investors, while retail investors contributed a net inflow of 157 million yuan [1] - The capital flow for individual stocks indicates: - Fangda Carbon had a significant net outflow of 77.22 million yuan from institutional investors, with retail investors contributing a net inflow of 83.58 million yuan [2] - Other stocks like Erdos (600295) and Dazhong Mining (001203) also experienced notable net outflows from institutional investors [2]

Market Overview - The steel raw materials sector experienced a slight decline of 0.03% on September 9, with Fangda Carbon leading the drop [1] - The Shanghai Composite Index closed at 3807.29, down 0.51%, while the Shenzhen Component Index closed at 12510.6, down 1.23% [1] Individual Stock Performance - Guangdong Mingzhu closed at 6.17, up 2.15% with a trading volume of 149,000 shares and a turnover of 91.78 million yuan [1] - Baodi Mining closed at 6.89, up 1.17% with a trading volume of 192,600 shares and a turnover of 133 million yuan [1] - Hebei Steel Resources closed at 15.53, up 1.11% with a trading volume of 163,100 shares and a turnover of 253 million yuan [1] - Jinding Mining closed at 9.07, up 0.67% with a trading volume of 145,000 shares and a turnover of 132 million yuan [1] - Dazhong Mining closed at 12.19, up 0.58% with a trading volume of 212,400 shares and a turnover of 261 million yuan [1] - Qingdao Mining closed at 8.61, up 0.35% with a trading volume of 356,100 shares and a turnover of 307 million yuan [1] - Gangtai Co. closed at 2.93, up 0.34% with a trading volume of 1,726,500 shares and a turnover of 506 million yuan [1] - Ordos closed at 9.97, down 0.89% with a trading volume of 87,200 shares and a turnover of 86.79 million yuan [1] - Fangda Carbon closed at 5.44, down 1.63% with a trading volume of 2,450,500 shares and a turnover of 1.36 billion yuan [1] Fund Flow Analysis - The steel raw materials sector saw a net outflow of 135 million yuan from main funds, while retail investors contributed a net inflow of 137 million yuan [1] - The detailed fund flow for individual stocks indicates that Jinding Mining had a main fund net inflow of 18.31 million yuan, while Fangda Carbon experienced a significant net outflow of 93.58 million yuan [2] - Retail investors showed a net inflow into Dazhong Mining of 31.73 million yuan, while Fangda Carbon had a net outflow of 42.25 million yuan from retail investors [2]