截至发稿，罗文杰累计任职时间12年180天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 152.82%， 任职期间最差基金回报-47.6%。 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，南方基金旗下1只基金位居马钢股份十大流通股东。南方中证500ETF（510500）二季度增持 465.35万股，持有股数3550.54万股，占流通股的比例为0.46%。根据测算，今日浮盈赚取约745.61万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1134.38亿。今年以来收益27.41%，同类 排名1733/4220；近一年收益30.04%，同类排名1557/3857；成立以来收益141.75%。 南方中证500ETF（510500）基金经理为罗文杰。 10月15日，马钢股份涨5.17%，截至发稿，报4.27元/股，成交3.99亿元，换手率1.62%，总市值328.82亿 元。 资料显示，马鞍山钢铁股 ...

Core Viewpoint - Maanshan Iron & Steel Company Limited (Ma Steel) has shown a significant increase in stock price and trading activity, indicating positive market sentiment despite a decline in revenue for the first half of the year [1][2]. Group 1: Stock Performance - As of October 15, Ma Steel's stock price increased by 2.22% to 4.15 CNY per share, with a trading volume of 2.65 billion CNY and a market capitalization of 31.958 billion CNY [1]. - Year-to-date, Ma Steel's stock price has risen by 34.30%, with a 3.75% increase over the last five trading days, 13.70% over the last 20 days, and 23.15% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on August 5, where it recorded a net purchase of 94.5728 million CNY [1]. Group 2: Financial Performance - For the first half of 2025, Ma Steel reported operating revenue of 38.076 billion CNY, a year-on-year decrease of 11.47%, while the net profit attributable to shareholders was -74.7803 million CNY, reflecting a year-on-year increase of 93.47% [2]. - Since its A-share listing, Ma Steel has distributed a total of 15.903 billion CNY in dividends, with 1.55 million CNY distributed over the last three years [3]. Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders for Ma Steel was 127,400, a decrease of 6.09% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 38.6612 million shares, a decrease of 10.6339 million shares from the previous period [3].

Core Viewpoint - The report highlights the growth and production statistics of China's medium and thick wide steel plate industry, indicating a positive trend in production volume and market demand from 2025 to 2031 [1] Industry Summary - According to the National Bureau of Statistics, the production of medium and thick wide steel plates in China reached 18.47 million tons in April 2025, representing a year-on-year increase of 1% [1] - From January to April 2025, the cumulative production of medium and thick wide steel plates in China was 75.83 million tons, showing a cumulative growth of 7% [1] - The report is part of a comprehensive market research analysis by Zhiyan Consulting, focusing on the industry demand and market trends for the medium and thick wide steel plate sector in China from 2025 to 2031 [1] Company Summary - Listed companies in the medium and thick wide steel plate sector include Baosteel Co., Ltd. (600019), Ansteel Co., Ltd. (000898), Shougang Co., Ltd. (000959), and others [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing in-depth industry research reports and tailored consulting services to support investment decisions [1]

Core Viewpoint - Ansteel Group has appointed Guo Bin as the new General Manager and Deputy Secretary of the Party Committee, marking a significant leadership change within the company [1][2]. Company Overview - Ansteel Group is a large state-owned enterprise directly managed by the central government, recognized as the first large steel joint enterprise in New China and a key contributor to the country's economic development [4]. - The company has a strong historical significance, having produced China's first seamless steel pipe and heavy steel rail, and is a major production base for various industries including shipbuilding, automotive, and energy [4]. - Ansteel's crude steel output ranks second in China and third globally, and it has been listed on the Fortune Global 500 list 11 times [4]. Leadership Background - Guo Bin, born in August 1971 in Qingdao, Shandong, has extensive experience in energy state-owned enterprises, previously serving as the General Manager of China Mineral Resources Group before his appointment at Ansteel [1][2]. - His career includes significant roles at Baosteel Group, where he held various leadership positions, contributing to the merger that formed Baowu Steel Group [1][2]. Strategic Direction - The company is focusing on digitalization and intelligent transformation, with expectations that Guo Bin's expertise in steel, technology, and management will drive new developments at Ansteel [5]. - Ansteel has been recognized as one of China's first "innovative enterprises," with an average annual R&D investment intensity exceeding 3.8%, and has made strides in digital transformation across its operations [4].

Core Viewpoint - The report highlights the growth in China's steel production, indicating a positive trend in the industry with a year-on-year increase in output. Group 1: Industry Overview - In April 2025, China's steel production reached 130 million tons, marking a year-on-year growth of 6.6% [1] - From January to April 2025, the cumulative steel production in China totaled 480 million tons, reflecting a cumulative growth of 6% [1] Group 2: Companies Mentioned - The report lists several key companies in the steel industry, including Baosteel Co., Ltd. (600019), Ansteel Co., Ltd. (000898), and others [1]

End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 责编丨李慧颖 ▲ 郭斌（资料图） 公开信息显示，郭斌，男，汉族，19 71年8月出生。 郭斌曾任宝武集团副总经理兼任武钢集团党委书记、总经理等职。 2022年7月，中国矿产资源集团有限公司成立后，郭斌任中国矿产资源集团有限公司董事、总经理、党组副书记，至此番履新。 据 公 司 官 网 信 息 显 示 ， 鞍 钢 集 团 有 限 公 司 是 中 央 直 接 管 理 的 国 有 大 型 企 业 ， 被 誉 为 " 共 和 国 钢 铁 工 业 的 长 子 " " 新 中 国 钢 铁 工 业 的 摇 篮"。2 021年鞍钢重组本钢，2024年鞍钢重组凌钢，在中国东北、西南、东南、华南等地有十一大生产基地，粗钢产能达到70 00万吨 级，位居国内第二、世界第三；是中国最具资源优势的钢铁企业。 来源： 摇篮鞍钢微信公众号 、 鞍钢集团有限公司网站、 政事儿微信公众号 郭斌任鞍钢集团有限公司董事、总经理、党委副书记。 据摇篮鞍钢微信公众号消息，2025年10月11日，鞍钢集团有限公司召开领导班子（扩大）会议。受中央组织部领导委托，中央组织部 有关 ...

Core Insights - The article discusses the performance and export trends of China's black metal smelting and rolling processing industry, highlighting a decline in export value in 2025 compared to previous years [1] Industry Summary - In August 2025, the export value of China's black metal smelting and rolling processing industry was 16.42 billion yuan, representing a year-on-year decrease of 13.5% [1] - From January to August 2025, the cumulative export value reached 133.89 billion yuan, showing a slight year-on-year decline of 2.2% [1] - The data indicates a downward trend in the export performance of the black metal industry over the specified period [1] Company Summary - The article lists several companies involved in the black metal industry, including CITIC Special Steel, Hebei Iron and Steel, and others, indicating their relevance in the market [1] - The report by Zhiyan Consulting provides a comprehensive market survey and investment outlook for the black metal mining and selection industry from 2026 to 2032, suggesting potential future developments [1]

郭斌（资料图） 2022年7月， 中国矿产资源集团有限公司 成立后，郭斌任 中国矿产资源集团有限公司董 事、总经理、党组副书记，至此番履新。 据介绍， 鞍钢集团 有限公司（简称 "鞍钢"） 是中央直接管理的国有大型企业，是新中国第 一个恢复建设的大型钢铁联合企业和最早建成的钢铁生产基地，为国家经济建设和钢铁事业 的发展作出巨大贡献，被誉为 "共和国钢铁工业的长子""新中国钢铁工业的摇篮"。 2021年 鞍钢重组本钢，2024年鞍钢重组凌钢， 在中国东北、西南、东南、华南等地有十 一 大生产 基地，粗钢产能达到 7000万吨 级 ，位居国内第二、世界第三；是中国最具资源优势的钢铁 企业。 来源：鞍钢集团 政事儿 据鞍钢集团微信公众号消息，2025年10月11日，鞍钢集团有限公司召开领导班子（扩大）会 议。受中央组织部领导委托，中央组织部有关干部局负责同志宣布了党中央关于鞍钢集团有 限公司总经理任职的决定： 郭斌同志任鞍钢集团有限公司董事、总经理、党委副书记，免去 其中国矿产资源集团有限公司董事、总经理、党组副书记职务。 相关职务任免，按有关法律 和章程的规定办理。 公开信息显示，郭斌，男，汉族， 1971 年 ...

Market Overview - On October 10, the general steel sector rose by 1.09%, led by Wujin Stainless Steel, while the Shanghai Composite Index closed at 3897.03, down 0.94% [1] - The Shenzhen Component Index closed at 13355.42, down 2.7% [1] Individual Stock Performance - Wujin Stainless Steel (603878) closed at 10.81, up 9.97% with a trading volume of 594,000 shares and a turnover of 617 million yuan [1] - Nanjing Steel (600282) closed at 5.38, up 4.06% with a trading volume of 608,600 shares and a turnover of 322 million yuan [1] - Other notable performers include: - Sansteel Minguang (002110) at 4.39, up 4.03% [1] - Shandong Steel (600022) at 1.63, up 3.82% [1] - Shougang Group (000959) at 4.39, up 2.57% [1] Capital Flow Analysis - The steel sector experienced a net outflow of 767 million yuan from institutional investors, while retail investors saw a net inflow of 582 million yuan [2] - Notable capital flows include: - Wujin Stainless Steel had a net outflow of 38.74 million yuan from institutional investors [3] - Liugang (601003) saw a net inflow of 20.04 million yuan from institutional investors [3] - New Steel (600782) had a net inflow of 15.20 million yuan from institutional investors [3]

格隆汇10月9日丨马鞍山钢铁股份(00323.HK)宣布，公司将于2025年10月30日举行董事会会议，审议及 批准公司及其附属公司2025年1月1日起至2025年9月30日止按中国企业会计准则编制且未经审计的第三 季度业绩等事项。 ...