Investment Rating - The report maintains a "Buy" rating for several steel companies, including Xining Special Steel, Nanjing Steel, Hualing Steel, and Baosteel [9]. Core Insights - The steel market is experiencing a recovery in valuation, with absolute valuations moving from undervalued to moderately low levels, indicating potential for absolute returns [2]. - The report emphasizes the importance of structural reforms in the capital market, which are expected to facilitate a shift towards value investing in the steel industry [2]. - The report highlights that the demand for steel is improving, with significant increases in apparent consumption, particularly for rebar [6][41]. Supply Analysis - Daily molten iron production has decreased by 16,000 tons to 2.28 million tons, while steel production has slightly increased [15]. - The capacity utilization rate of 247 steel mills is at 85.5%, down 0.6 percentage points week-on-week but up 1.2 percentage points year-on-year [21]. Inventory Analysis - Total steel inventory has shifted from an increase to a decrease, with a week-on-week decline of 0.6% [27]. - The social inventory of five major steel products is 8.663 million tons, up 0.1% week-on-week and up 8.7% year-on-year [29]. Demand Analysis - Apparent consumption of five major steel products has improved significantly, with a week-on-week increase of 3.7% [51]. - Rebar apparent consumption reached 1.903 million tons, up 8.8% week-on-week and 2.8% year-on-year [51]. Raw Material Analysis - Iron ore prices have weakened, with a decrease in the shipping volume from Australia and Brazil, while port inventories have increased [50]. - The price index for imported iron ore is reported at 106.2 USD/ton, down 2.2% week-on-week [59]. Price and Profit Analysis - Steel prices are stable with slight increases, and the gross profit margins for steel products are improving [69]. - The comprehensive steel price index is at 122.7, reflecting a week-on-week increase of 0.2% [70].

证券代码：600782 证券简称：新钢股份 公告编号：临 2026-005 新余钢铁股份有限公司 关于取消2026年第一次临时股东会的公告 特别提示 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。 一、 取消股东会的相关情况 1. 取消的股东会的类型和届次 2026年第一次临时股东会 特此公告。 公司于 2026 年 1 月 8 日发布《关于召开 2026 年第一次临时股东会的通 知》，原定于 2026 年 1 月 23 日召开 2026 年第一次临时股东会，审议《关 于与宝武集团财务有限责任公司签署〈金融服务协议〉暨关联交易的议案》。 现因关联交易和资金管理方面工作统筹安排，经慎重考虑，公司决定取消召 开 2026 年第一次临时股东会。 二、 取消原因 2. 取消股东会的召开日期：2026 年 1 月 23 日 3. 取消的股东会的股权登记日 三、 所涉及议案的后续处理 新余钢铁股份有限公司董事会 2026-01-17 | 股份类别 | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | -- ...

Core Viewpoint - New Steel Co., Ltd. has experienced a decline in stock price and trading volume, with significant net outflows of capital, indicating potential challenges in the market [1][2]. Group 1: Stock Performance - On January 16, New Steel's stock price fell by 2.11% to 3.72 CNY per share, with a trading volume of 194 million CNY and a turnover rate of 1.63%, resulting in a total market capitalization of 11.845 billion CNY [1]. - Year-to-date, New Steel's stock has decreased by 4.12%, with a 4.86% drop over the last five trading days, a 0.53% decline over the last 20 days, and an 8.37% decrease over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, New Steel reported operating revenue of 27.225 billion CNY, a year-on-year decrease of 12.68%, while net profit attributable to shareholders increased by 162.21% to 360 million CNY [2]. Group 3: Shareholder Information - As of October 31, New Steel had 38,200 shareholders, with an average of 82,368 circulating shares per shareholder, showing no change from the previous period [2]. - The company has distributed a total of 5.584 billion CNY in dividends since its A-share listing, with 816 million CNY distributed over the past three years [3]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the second-largest shareholder, increasing its stake by 49.8782 million shares, and several new shareholders entering the top ten list [3].

Market Overview - On January 14, the general steel sector experienced a decline of 0.2% compared to the previous trading day, with Lingang Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Individual Stock Performance - Hangang Co., Ltd. saw a significant increase in its stock price, closing at 65.6 with a rise of 8.12%, and a trading volume of 2.91 million shares, amounting to 2.772 billion yuan [1] - Other notable performers included Jiugang Hongxing, which rose by 3.74% to close at 1.94, and Xinxing Ductile Iron Pipes, which increased by 2.83% to close at 4.36 [1] - Conversely, Lingang Co., Ltd. closed at 2.11, down 2.76%, with a trading volume of 402,500 shares and a transaction value of 86.302 million yuan [2] Capital Flow Analysis - The general steel sector saw a net inflow of 278 million yuan from main funds, while retail investors experienced a net outflow of 227 million yuan [2] - The main funds showed significant net inflows in stocks like Hangang Co., Ltd. (495.1 million yuan) and Xinxing Ductile Iron Pipes (49.14 million yuan) [3] - Retail investors had notable outflows in stocks such as Hangang Co., Ltd. (-263 million yuan) and Xinxing Ductile Iron Pipes (-45.12 million yuan) [3]

Core Viewpoint - The report highlights a decline in China's wire rod (coil) production, indicating potential challenges in the industry and investment opportunities in the micro-fine electronic wire market from 2026 to 2032 [1] Group 1: Industry Overview - In November 2025, China's wire rod (coil) production reached 10.09 million tons, representing a year-on-year decrease of 10.2% [1] - From January to November 2025, the cumulative production of wire rod (coil) in China was 123.02 million tons, showing a slight decline of 0.6% compared to the previous year [1] Group 2: Companies Involved - Listed companies in the wire rod industry include Hangang Co., Ltd. (600126), Shagang Co., Ltd. (002075), Yongxing Materials (002756), Fangda Special Steel (600507), Linggang Co., Ltd. (600231), Fushun Special Steel (600399), *ST Xigang (600117), Liugang Co., Ltd. (601003), Magang Co., Ltd. (600808), and Xinguang Co., Ltd. (600782) [1] Group 3: Research and Insights - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, which has been focusing on industry research for over a decade [1] - Zhiyan Consulting provides comprehensive industry research reports, business plans, feasibility studies, and customized services to empower investment decisions [1]

证券日报网讯 1月12日，新钢股份发布公告称，公司于近日召开职工代表大会，经会议选举，孟海波先 生当选为公司职工代表董事。 （文章来源：证券日报） ...

证券代码：600782 证券简称：新钢股份 公告编号：临2026-004 新余钢铁股份有限公司 关于选举职工代表董事的公告 新余钢铁股份有限公司董事会 2026 年 1 月 13 日 附件：职工董事简历 孟海波：男，1987 年 7 月出生，中共党员，大学本科学历，政工师。 历任新钢公司第一炼铁厂一级科员、团委副书记、团委书记；公司工会业 务主管、三级主任管理师，公司团委副书记；2025 年 3 月至今担任公司 团委书记。 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。 新余钢铁股份有限公司（以下简称"公司"）于近日召开职工代 表大会，经会议选举，孟海波先生当选为公司职工代表董事（简历见 附件）。孟海波先生任期自本次职工代表大会决议通过之日起至第十 届董事会任期届满之日止。 公司声明：孟海波先生任职后，公司第十届董事会中兼任公司高 级管理人员以及由职工代表担任的董事人数总计不超过公司董事总 数的二分之一，符合《公司章程》。 特此公告。 ...

格隆汇1月12日丨新钢股份(600782.SH)公布，公司于近日召开职工代表大会，经会议选举，孟海波先生 当选为公司职工代表董事。孟海波先生任期自本次职工代表大会决议通过之日起至第十届董事会任期届 满之日止。 ...

格隆汇1月12日丨新钢股份(600782.SH)公布，公司于近日召开职工代表大会，经会议选举，孟海波先生 当选为公司职工代表董事。孟海波先生任期自本次职工代表大会决议通过之日起至第十届董事会任期届 满之日止。 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，江苏省沙钢钢铁研究院有限公司，成立于2007年，位于苏州市，是一家以从事科技推 广和应用服务业为主的企业。企业注册资本5000万人民币。通过天眼查大数据分析，江苏省沙钢钢铁研 究院有限公司共对外投资了1家企业，参与招投标项目5次，专利信息2591条，此外企业还拥有行政许可 3个。 江苏沙钢集团有限公司，成立于1996年，位于苏州市，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450000万人民币。通过天眼查大数据分析，江苏沙钢集团有限公司共对外投资了 125家企业，参与招投标项目5000次，财产线索方面有商标信息92条，专利信息4055条，此外企业还拥 有行政许可65个。 国家知识产权局信息显示，江苏省沙钢钢铁研究院有限公司、江苏沙钢集团有限公司取得一项名为"一 种模块化夹具及其夹持方法"的专利，授权公告号CN116533011B，申请日期为2023年5月。 ...