证券之星消息，10月28日普钢板块较上一交易日下跌1.81%，武进不锈领跌。当日上证指数报收于 3988.22，下跌0.22%。深证成指报收于13430.1，下跌0.44%。普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) | | --- | --- | --- | --- | --- | --- | | 002110 | 三钢闽光 | 4.48 | 0.90% | 78.43万 | 3.56亿 | | 000761 | 本钢板材 | 3.63 | 0.83% | 14.12万 | 5100.97万 | | 600126 | 杭钢股份 | 9.08 | -0.22% | 39.60万 | 3.60亿 | | 600808 | 司钢股份 | 3.91 | -0.26% | 57.12万 | 2.25亿 | | 600231 | 凌钢股份 | 2.28 | -0.44% | 43.48万 | 9878.96万 | | 600307 | 酒钢宏兴 | 1.67 | -0.60% | 37.52万 | 6283.80万 | | 601005 | 重庆钢铁 | 1 ...

老登股的代表——钢铁板块异军突起，在一众科技股中显然尤为抢眼。 10月27日，常宝股份（002478.SZ）涨10%，新兴铸管（000778.SZ）涨6.93%，安阳钢铁（600569.SH）、中信特钢（000708.SZ）、三钢闽光 （002110.SZ）、八一钢铁（600581.SH）上涨。 港股方面，马鞍山钢铁股份(00323.HK)、鞍钢股份(00347.HK)等个股上涨。 消息面，近日，工信部原材料工业司发布了《钢铁行业产能置换实施办法（征求意见稿）》。其中提到，重点区域严禁新增钢铁产能总量。 可以看到，当前"反内卷"成为政策主基调。业内人士认为，本次产能置换实施办法征求意见稿的发布，落后产能有望进一步加速退出。 此外，本次意见稿还强调，鼓励企业高质高效利用废钢资源，有序发展电炉钢，在有条件地区发展氢冶金，对现有炼铁、炼钢装备实施绿色低碳技术改造 等。 在"双碳"目标、国内经济转型的大背景下，钢铁行业正经历一场结构性的重塑。 不少机构表示，钢铁基本面在2025年本身就有一个边际改善的趋势，包括需求拖累减弱、成本端价格下行，再叠加"反内卷"政策、低碳转型升级等，钢铁行 业面临多重利好。展望后市，如果行 ...

金盘科技：前三季度净利润同比增长20.27% 10月27日晚，金盘科技（688676）发布2025年三季度报告，公司前三季度实现营业收入51.94亿元，同 比增长8.25%；归属于上市公司股东的净利润4.86亿元，同比增长20.27%。其中，第三季度实现营业收 入20.4亿元，同比增长8.38%；归属于上市公司股东的净利润2.21亿元，同比增长21.71%。 资料显示，金盘科技成立于1997年6月，主营业务是中低压各类变压器系列、成套系列、储能系列等产 品的研发、生产及销售。 所属行业：电力设备–电网设备–输变电设备 赛力斯：H股发行的价格最高不超过每股131.5港元 10月27日晚，赛力斯（601127）发布公告称，公司已在香港联交所网站刊发H股招股说明书，正式启动 H股发行。本次H股发行价格最高不超过每股131.50港元，香港公开发售于同日开始，预计将于10月31 日结束。公司H股预计于2025年11月5日在香港联交所挂牌上市。 资料显示，赛力斯成立于2007年5月，主营业务是新能源汽车及核心三电等产品的研发、制造、销售及 服务。 所属行业：汽车–乘用车–电动乘用车 京华激光：拟投建年产2万吨UV光刻铂金 ...

从资金流向上来看，当日普钢板块主力资金净流入6.8亿元，游资资金净流出3.25亿元，散户资金净流出 3.55亿元。普钢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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000778 | 新兴铸管 | 2.33 Z | 13.23% | -1.24 Z | -7.05% | -1.09 Z | -6.17% | | 600010 | 包钢股份 | 1.79 Z | 6.33% | -1.16亿 | -4.08% | -6356.92万 | -2.24% | | 600569 安阳钢铁 | | 8475.53万 | 21.90% | -2453.77万 | -6.34% | -- - 6021.76万 | -15.56% | | 600581 | 八一钢铁 | 4360.86万 | 13.79% | -2617.44万 | -8.28% | -1743.42万 | -5.51% | | 6010 ...

截至发稿，吴中昊累计任职时间3年274天，现任基金资产总规模151.85亿元，任职期间最佳基金回报 72.26%， 任职期间最差基金回报-12.9%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，国泰基金旗下1只基金位居八一钢铁十大流通股东。国泰中证钢铁ETF（515210）三季度新 进十大流通股东，持有股数781.01万股，占流通股的比例为0.51%。根据测算，今日浮盈赚取约171.82 万元。 国泰中证钢铁ETF（515210）成立日期2020年1月22日，最新规模11.59亿。今年以来收益23.78%，同类 排名2291/4218；近一年收益28.55%，同类排名1675/3876；成立以来收益63.93%。 国泰中证钢铁ETF（515210）基金经理为吴中昊。 10月27日，八一钢铁涨5.06%，截至发稿，报4.57元/股，成交2.09亿元，换手率3.08%，总市值70.05亿 元。 资料显示，新疆八一钢铁股份有限公司位于新疆维吾 ...

重要内容提示： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600581 证券简称：八一钢铁 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。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一）主要会计数据和财务指标 单位：元 币种：人民币 ■ 注："本报告期"指本季度初至本季度末3个月期间，下同。 （二）非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 □适用 √不适用 （三） ...

格隆汇10月26日丨八一钢铁(600581.SH)公布，拟投资轧钢厂中厚板新建3500mm预矫直机项目，项目建 设不含税总投资不超过3500万元。项目主要建设内容：1.在ACC入口新建3500mm预矫直机，项目内容 包括预矫直机成套设备，以及土建基础、液压、电气、润滑、自动化、供配电、公辅等。2.预矫直机基 本配置采用全液压、四重倾动、可逆式，最大矫直力大于3100吨，主电机功率2×750kW，辊系一用一 备。3.精轧机前63根集中传动辊道改单传，辊道利旧。 ...

Core Viewpoint - Ba Yi Steel has reported a turnaround in its financial performance for the third quarter, achieving a net profit of 125 million yuan, marking a significant recovery from previous losses [1] Financial Performance - In the third quarter, Ba Yi Steel's revenue reached approximately 5.884 billion yuan, a year-on-year increase of 7.78%, while the net profit attributable to shareholders was 125 million yuan, reversing a loss from the previous year [1] - For the first three quarters of the year, the company reported total revenue of about 14.6 billion yuan, a decline of 1.39% year-on-year, and a net loss of 572 million yuan [1] Operational Improvements - The company has implemented strategies focused on efficient production, quality management, and cost control, which have contributed to the significant reduction in losses and improved operational performance [1][2] - Ba Yi Steel's production figures for the reporting period included 1.46 million tons of iron and 1.66 million tons of steel, with total sales of 1.65 million tons of finished products [2] Investment Adjustments - The company announced a mid-term adjustment to its fixed asset investment plan for 2025, reducing the planned investment to 211.8 million yuan, down from an initial plan of 169.35 million yuan [2] - A new project for a 3500mm straightening machine for the plate mill is planned, with a total investment not exceeding 35 million yuan, aimed at enhancing product structure towards high-end offerings [2] Competition Commitment - The controlling shareholder, Xinjiang Ba Yi Steel Group, has decided to extend its commitment to avoid competition with the listed company by five years, originally set to expire in November 2025 [3] - The extension is due to ongoing restructuring efforts and compliance issues related to historical matters, as well as the current state of the domestic steel industry [3]

Core Viewpoint - Ba Yi Steel (600581) has reported a turnaround in profitability for Q3 2023, achieving a net profit of 125 million yuan, marking a significant recovery from previous losses [1] Financial Performance - For the first three quarters of 2023, Ba Yi Steel's revenue was approximately 14.6 billion yuan, a year-on-year decrease of 1.39%, with a net loss of 572 million yuan [1] - In Q3 2023, the company generated revenue of 5.884 billion yuan, a year-on-year increase of 7.78%, and a net profit of 125 million yuan, reversing previous losses with basic earnings per share of 0.081 yuan [1] Operational Improvements - The company has implemented strategies focused on efficient production, quality management, and cost control, contributing to a significant reduction in losses and improved operational performance [1] - Ba Yi Steel's production figures for the reporting period included 1.46 million tons of iron, 1.66 million tons of steel, and 1.65 million tons of sales [2] Investment Plans - The company has adjusted its fixed asset investment plan for 2025 to 211.8 million yuan, reducing the initial investment plan by 169.35 million yuan and the funding plan by 118.715 million yuan [2] - Ba Yi Steel plans to invest up to 35 million yuan from its own funds in a new project for a 3500mm straightening machine, aimed at enhancing product structure and market competitiveness [2] Competitive Landscape - The controlling shareholder, Xinjiang Ba Yi Steel Group Co., Ltd., has extended its commitment to avoid competition with Ba Yi Steel, which was originally set to expire in November 2025 [3] - The commitment extension is due to ongoing restructuring efforts and compliance issues related to historical acquisitions that have created potential competition in the market [3]

Core Viewpoint - The recent operational status of various companies remains stable, with no significant changes in the internal and external business environment [1][3]. Performance - WuXi AppTec reported a net profit of 12.076 billion yuan for the first three quarters, an increase of 84.84% year-on-year [3]. - Cambridge Technology experienced a year-on-year net profit growth of 70.88% in the first three quarters [3]. - Huasheng Lithium Battery reported a net loss of 103 million yuan in the first three quarters [3]. - Weicai Technology achieved a net profit of 202 million yuan in the first three quarters, marking a 226.41% increase year-on-year [3]. - China Tungsten High-Tech reported a year-on-year net profit growth of 18.26% in the first three quarters [3]. - Guosheng Jinkong's net profit for the first three quarters was 242 million yuan, up 191.21% year-on-year [3]. - Zhenghai Magnetic Materials reported a net profit of 115 million yuan in the third quarter, a year-on-year increase of 189.72% [3]. - Wenzhou Hongfeng's net profit in the third quarter was 15.6016 million yuan, up 257.49% year-on-year [3]. - Xiyu Co. reported a net profit of 1.745 billion yuan for the first three quarters, an increase of 35.99% year-on-year [3]. - Shen Shen Fang A reported a staggering net profit growth of 2791.57% year-on-year in the first three quarters, totaling 14.5 million yuan [3]. - Bojun Technology achieved a net profit of 274 million yuan in the third quarter, a year-on-year increase of 102.11% [3]. - Huace Testing reported a net profit of 345 million yuan in the third quarter, up 11.24% year-on-year [3]. - Genesis reported a net profit of 115 million yuan in the third quarter, marking a 164.38% year-on-year increase [3]. - Tongguan Copper Foil reported a net profit of 62.7243 million yuan in the first three quarters, up 162.49% year-on-year [3]. Major Investments - Hengyu Environmental Protection signed a sales contract worth 14 million USD for an industrial continuous waste tire cracking production line [3]. - Ningbo Fangzheng entered a strategic cooperation agreement with Shandong Future Robot Co., Ltd. [3]. - Jushen Co. signed an aluminum ore transfer agreement [3]. Shareholding Changes - WuXi AppTec plans to transfer 100% equity of Kangde Hongyi and Jinshi Pharmaceutical [3]. - Zhongzhi Co. intends to transfer shares to Jiangsu Xinchang Microelectronics Group Co., Ltd. [3]. - Chenzhou International plans to invest in a joint venture for a photovoltaic power generation project [3]. - Bayi Steel plans to invest in a new 3500mm straightening machine project for its rolling mill [3]. Mergers and Acquisitions - Yingtang Zhikong is planning to acquire assets through share issuance, leading to a stock suspension [3]. - Yiyi Co. intends to acquire 100% equity of Gao Ye Family, with stock resuming trading [3]. - Huilv Ecology's application for issuing shares to purchase assets has been accepted by the Shenzhen Stock Exchange [3]. - China Tungsten High-Tech plans to acquire equity in Yuanjing Tungsten Industry [3]. Other - Sifang Jichuang plans to issue H-shares and list on the Hong Kong Stock Exchange [3]. - Hand Information plans to issue H-shares and list on the Hong Kong Stock Exchange [3].