格隆汇7月31日丨新钢股份(600782.SH)在互动平台表示，公司聚焦钢铁行业主业，暂无钢铁证券投资计 划。 ...

7月29日，2025年《财富》世界500强排行榜正式发布。沙钢集团凭借376.155亿美元的总营业收入，位 列榜单第416位。这已是沙钢集团连续第17年跻身该榜单。 转自：新华财经 据了解，今年《财富》世界500强排行榜企业的营业收入总和约为41.7万亿美元，超过全球GDP的三分 之一，比去年增长了约1.8%。此次上榜门槛（最低销售收入）从321亿美元增长至322亿美元。所有上 榜公司的净利润总和同比增长约0.4%，约为2.98万亿美元。500家上榜公司的资产总额和净资产总额均 达到自《财富》世界500强排行榜创立以来的最高峰。在同期发布的《财富》中国500强榜单中，沙钢集 团位列第100名。 面对复杂严峻的行业形势，沙钢坚定发展信心，围绕"打造世界一流钢企"目标，深度聚焦创新沙钢、高 效沙钢、品质沙钢、智慧沙钢、绿色沙钢、责任沙钢"六维沙钢"建设，坚持"高标准、高要求、高效 率"，紧扣"效益、效率、人才"三大核心，持续强化"危机意识、竞争意识、责任意识"，全面推进产业 结构优化、数智深度融合与绿色低碳变革等重要工作，在生产经营稳中提质的基础上，实现了高端化、 智能化、绿色化发展新跨越，并通过技术革新、模式重 ...

格隆汇7月31日｜A股钢铁、煤炭等周期股早盘集体走低，安阳钢铁、酒钢宏兴、新钢股份、安泰集 团、包钢股份跌超5%，晋控煤业、山西焦煤、重庆钢铁、华菱钢铁、三钢闽光等跟跌。 ...

智通财经7月31日电，钢铁、煤炭等周期股早盘集体走低，安阳钢铁、酒钢宏兴、新钢股份、安泰集 团、包钢股份跌超5%，晋控煤业、山西焦煤、重庆钢铁、华菱钢铁、三钢闽光等跟跌。 钢铁、煤炭股集体走低 安阳钢铁等多股跌超5% ...

新钢股份7月30日股价报4.56元，较前一交易日下跌0.06元，跌幅1.30%。当日开盘价为4.59元，最高触 及4.73元，最低下探至4.54元，成交量为955996手，成交金额达4.42亿元。 从资金流向来看，新钢股份7月30日主力资金净流出463.41万元。值得注意的是，当日钢铁行业整体表 现强势，行业主力资金净流入达6.56亿元，在申万一级行业中涨幅居首。 新钢股份属于钢铁行业，公司主要从事钢铁冶炼、钢材轧制及金属制品的生产和销售业务。公司产品涵 盖板材、线材、棒材等多种钢材品种，广泛应用于建筑、机械制造、汽车制造等领域。 风险提示：股市有风险，投资需谨慎。 ...

| 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 | 10.19 | 11.53 | 72868.42 | | 600581 | 八一钢铁 | 10.07 | 14.88 | 10154.54 | | 600117 | 西宁特钢 | 9.95 | 7.39 | 4628.15 | | 600808 | 马钢股份 | 4.56 | 3.52 | 3169.50 | | 600782 | 新钢股份 | -1.30 | 3.04 | 2758.82 | | 000959 | 首钢股份 | -0.45 | 0.90 | 2042.34 | | 600019 | 宝钢股份 | 0.94 | 0.67 | 1347.27 | | 603878 | 武进不锈 | 1.39 | 3.89 | 1276.85 | | 601121 | 宝地矿业 | 1.08 | 3.85 | 1189.65 | | 002318 | 久立特材 | 0.48 | 1.09 | 1093.47 | | 000 ...

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].

Group 1 - The core point of the article highlights the recent performance of Xinyu Steel Co., Ltd. (新钢股份), with a closing price of 4.62 yuan, reflecting a 5.24% increase, and a trading volume of 863,400 hands, amounting to 389 million yuan [1] - The company's latest quarterly report shows total operating revenue of 8.749 billion yuan, a year-on-year decrease of 22.54%, while net profit attributable to shareholders reached 12.4691 million yuan, a year-on-year increase of 107.99% [1] - The company has a current ratio of 0.908, a quick ratio of 0.700, and a debt-to-asset ratio of 46.66% [1] Group 2 - Xinyu Steel Co., Ltd. has made investments in 34 enterprises and participated in 5,000 bidding projects [2] - The company holds 47 trademark registrations and 719 patent applications, along with 264 administrative licenses [2]

每经AI快讯，有投资者在投资者互动平台提问：目前行业下行大背景下，公司是否考虑借助中国宝 武，培育第二主业？ 新钢股份（600782.SH）7月29日在投资者互动平台表示，公司目前的战略重点是聚焦钢铁主业，通过 与中国宝武的协同效应，提升主业竞争力。目前无培育第二主业的计划。 （文章来源：每日经济新闻） ...

Investment Rating - The investment rating for the steel industry is Neutral, maintained [8] Core Insights - The current round of supply-side optimization in the steel industry emphasizes the "supporting the strong and eliminating the weak" approach, indicating that underperforming capacities should be limited while leading companies are expected to strengthen [2][6] - The market sentiment has significantly improved with the deepening of the "anti-involution" policy, leading to a positive signal of "volume and price linkage" in the steel market [4] - The report highlights that the execution of the "anti-involution" policy may be smoother compared to previous years due to the absence of large-scale stimulus measures, suggesting a gradual improvement in the industry's long-term trends despite short-term fluctuations [2][6] Summary by Sections Supply and Demand Dynamics - The apparent consumption of the five major steel products decreased by 1.03% year-on-year and 0.36% month-on-month, while the average daily transaction volume of construction steel increased by 2.10 thousand tons per day compared to the previous week [4] - The average daily pig iron output of sample steel companies decreased to 2.4223 million tons, a decline of 0.21 thousand tons per day [4] - Total steel inventory decreased by 0.14% month-on-month and 24.22% year-on-year, with long product inventory down by 27.40% year-on-year and plate inventory down by 17.74% year-on-year [4] Price and Profitability - Shanghai rebar prices rose to 3,450 RMB/ton, an increase of 180 RMB/ton, while hot-rolled prices reached 3,520 RMB/ton, up 160 RMB/ton [5] - The estimated profit for rebar is 238 RMB/ton, with a lagging cost profit of 495 RMB/ton [5] - The report suggests that with the support of the "anti-involution" policy and strong determination to curb deflation risks, steel prices may show an upward trend that is easier to rise than to fall [4] Elasticity and Valuation - The report calculates the elasticity of steel stocks based on the assumption that the average net profit per ton of listed steel companies could rise to 200/300/400 RMB/ton, compared to 56 RMB/ton in Q1 2025 [6] - Companies such as Hualing Steel, Nanjing Steel, Baosteel, and CITIC Special Steel are identified as having significant elasticity [6] - The report emphasizes that if the valuation of steel stocks returns to historical averages, it could indicate strong investment opportunities, particularly for companies with low price-to-book (PB) ratios [6][32] Investment Opportunities - The report identifies four main investment lines: 1. Companies benefiting from the release of new capacities in iron ore and coke, such as Nanjing Steel and Hualing Steel [32] 2. Steel stocks with low PB ratios that may experience significant performance and valuation recovery, such as New Steel and Fangda Special Steel [32] 3. Mergers and acquisitions under the state-owned enterprise reform theme, which could enhance asset quality and subsequent valuation recovery [33] 4. High-quality processing leaders and resource leaders, particularly in specialized fields, are also highlighted as worthy of attention [33]