马钢股份(600808)今日涨停，全天换手率3.28%，成交额7.07亿元，振幅9.76%。龙虎榜数据显示，沪股 通净买入2485.76万元，营业部席位合计净买入6971.53万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.14%上榜，沪股通净买入2485.76万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.67亿元，其中，买入成交额为1.81亿 元，卖出成交额为8635.62万元，合计净买入9457.28万元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为 7564.96万元，卖出金额为5079.21万元，合计净买入2485.76万元。 7月15日公司发布上半年业绩预告，预计实现净利润-7500.00万元，同比同比增长93.45%。（数据宝） 马钢股份8月5日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专用 | 7564.96 | | | 买二 | 国泰海通证券股份有限公司三亚迎宾路证券营业部 ...

钢铁行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600117 | 西宁特钢 | -4.81 | 14.29 | -24865.79 | | 002075 | 沙钢股份 | 0.15 | 3.95 | -4442.03 | | 600782 | 新钢股份 | 1.65 | 2.22 | -1742.77 | | 600581 | 八一钢铁 | -1.74 | 5.91 | -1449.71 | | 000825 | 太钢不锈 | 1.44 | 0.62 | -1148.08 | | 000629 | 钒钛股份 | 0.37 | 0.83 | -978.04 | | 002110 | 三钢闽光 | 0.84 | 1.24 | -858.61 | | 600126 | 杭钢股份 | 0.23 | 1.30 | -680.96 | | 000932 | 华菱钢铁 | 2.99 | 1.47 | -635.50 | | 601686 | 友发集团 | -1.29 | 1.41 | -6 ...

两市涨停股一览 涨停股中，ST晨鸣、*ST荣控等17只股为ST股。连续涨停天数看，*ST亚振已连收5个涨停板，连续涨 停板数量最多。从收盘涨停板封单量来看，中恒集团最受资金追捧，收盘涨停板封单有5133.34万股， 其次是马钢股份、众泰汽车等，涨停板封单分别有3044.04万股、2720.53万股。以封单金额计算，倍加 洁、福日电子、长城军工等涨停板封单资金较多，分别有6.24亿元、1.99亿元、1.97亿元。（数据宝） 截至收盘，上证指数报收3617.60点，上涨0.96%；深证成指收于11106.96点，上涨0.59%；创业板指上 涨0.39%；科创50指数上涨0.40%。 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 40.88 | 1.65 | 1526.22 | 62391.98 | 美容护理 | | 600203 | 福日电子 | 12.90 | 13.36 | 1539.76 | 19862.90 | 电子 ...

Core Insights - The state-owned enterprise reform sector saw a rise of 0.76% on August 5, with Dongjie Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance - Dongjie Intelligent (300486) closed at 20.39, with a significant increase of 20.01% and a trading volume of 1.3342 million shares, totaling 2.643 billion yuan [1] - Aerospace Intelligent Equipment (300455) rose by 16.48% to 17.03, with a trading volume of 1.0246 million shares, amounting to 1.738 billion yuan [1] - Other notable performers included Shenda Co. (600626) with a 10.12% increase, Maanshan Steel (600808) up 10.09%, and Shanshi Development (600748) up 10.06% [1] Capital Flow - The state-owned enterprise reform sector experienced a net outflow of 2.65 billion yuan from institutional investors, while retail investors saw a net inflow of 4.036 billion yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors are actively buying [2] Individual Stock Capital Flow - Dongxin Peace (002017) had a net inflow of 482.1 million yuan from institutional investors, but a net outflow of 271 million yuan from speculative funds [3] - Zhangjiang Hi-Tech (600895) saw a net inflow of 460 million yuan from institutional investors, while speculative funds experienced a net outflow of 243 million yuan [3] - Hunan Tianyan (600698) had a substantial net inflow of 404 million yuan from institutional investors, indicating strong institutional interest [3]

证券之星消息，8月5日普钢板块较上一交易日上涨1.52%，马钢股份领涨。当日上证指数报收于3617.6， 上涨0.96%。深证成指报收于11106.96，上涨0.59%。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) | | --- | --- | --- | --- | --- | --- | | 600808 | 马钢股份 | 3.71 | 10.09% | 195.88万 | 7.07亿 | | 600010 | 包钢股份 | 2.59 | 3.19% | 1552.42万 | 40.03亿 | | 000932 | 华菱钢铁 | 5.85 | 2.99% | 101.38万 | 5.92亿 | | 600569 | 安阳钢铁 | 2.39 | 2.58% | 33.30万 | 7909.56万 | | 000761 | 本钢板材 | 3.79 | 2.16% | 14.68万 | 5541.08万 | | 600282 | 南钢股份 | 4.60 | 1.77% | 27.59万 | 1.27亿 | | 600782 | 新钢股份 | 4.30 ...

Market Overview - The Shanghai Composite Index increased by 0.53% with a trading volume of 717.47 million shares and a transaction value of 1018.593 billion yuan, representing a 9.32% increase compared to the previous trading day [1] Industry Performance - The steel industry led the gains with a rise of 1.27%, followed closely by real estate at 1.26% and comprehensive industries at 1.21% [2] - The computer, pharmaceutical biology, and building materials sectors experienced the largest declines, with decreases of 0.57%, 0.40%, and 0.37% respectively [3] Top Performing Stocks - In the steel sector, Maanshan Iron & Steel Company saw a significant increase of 10.09% [2] - Shanghai Shibei Development in the real estate sector rose by 10.06% [2] - Shanghai Sanmao in the comprehensive sector increased by 4.55% [2] Trading Volume by Industry - The banking sector recorded a trading volume of 186.40 billion yuan, with a decline of 14.84% compared to the previous day [2] - The automotive industry had a trading volume of 583.23 billion yuan, reflecting a 20.77% increase [2] - The electronic sector had the highest trading volume at 1260.11 billion yuan, with an 8.44% increase [3]

Market Overview - A-shares regained the 3600-point mark, with the Shanghai Composite Index rising by 0.53% to 3602.13 points, while the Shenzhen Component increased by 0.14% and the ChiNext Index fell by 0.26% [1][2] Trading Volume - The trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan, reaching 10057 billion yuan, an increase of 849 billion yuan compared to the previous trading day [2] Sector Performance - The military industry sector saw significant activity, with several stocks hitting the daily limit. The PEEK materials sector experienced a surge, and the gaming sector has risen for three consecutive days [2][4][7] Military Sector Highlights - Notable stocks in the military sector included Aerospace Intelligent Equipment, which hit a 20% limit up, and Great Wall Military Industry, which also reached a 10% limit up. The cumulative increase for Great Wall Military Industry since June 18, 2025, is 181.58% [4][5] - The military sector is supported by a continuous increase in global military spending, with China's military manufacturing competitive advantage being underestimated [6] Gaming Sector Highlights - The gaming sector is experiencing a new growth wave, driven by AI technology and the summer season. Stocks like Perfect World and Giant Network saw significant increases [7][8] PEEK Materials Sector - The PEEK materials sector saw a rise, with Huami New Materials on the Beijing Stock Exchange increasing by over 20%. Other companies like Xinhan New Materials and Zhongxin Fluorine Materials also hit the daily limit [9] Steel Sector Performance - The steel sector continued to strengthen, with Maanshan Iron & Steel hitting a 10% limit up. Other companies like Baotou Steel and Fangda Special Steel also saw gains [9][10] Pharmaceutical Sector - The innovative drug sector experienced a pullback after a previous surge, with several stocks in traditional Chinese medicine showing significant declines [11]

Group 1 - The steel sector experienced a significant rise on the 5th, with major companies like Maanshan Iron & Steel reaching the daily limit, and others such as Hualing Steel, Fangda Special Steel, New Steel, and Baotou Steel increasing by over 3% [1] - Institutions indicate that the ongoing supply-side reform is leading to a concentration of production capacity among quality leading companies. The recent commencement of the Yajiang Hydropower Project is expected to boost demand for basic steel and special steel [1] - The State Council's announcement of the "Rural Road Regulations" signals a push for rural infrastructure renovation, which is likely to benefit the steel industry through the release of demand from infrastructure projects and accelerated capacity regulation [1] Group 2 - The "anti-involution" focus is on improving quality and efficiency, with accelerated capacity regulation in the steel supply side. The Central Financial Committee's meeting on July 1 emphasized the construction of a unified national market and the need to eliminate low-price disorderly competition [2] - The National Development and Reform Commission's report proposed revisions to the capacity replacement implementation methods in the steel industry, promoting the orderly exit of outdated and inefficient capacity, and continuing to implement crude steel production controls [2] - The steel industry's anti-involution will concentrate on "quality improvement and efficiency enhancement," aiming to transition manufacturing from "low-price homogeneous competition" to "high-end differentiated competition" through technological upgrades and innovation [2]

Group 1 - The core viewpoint of the article is that the strategic collaboration between Ma Steel and Baosteel will not affect the existing business relationship between Baosteel and Changjiang Steel [2] - Baosteel's recent investment in Ma Steel is primarily focused on strategic synergy with Ma Steel [2] - Changjiang Steel mainly procures iron ore through the Baowu platform, utilizing the SOTC platform for imported ore and sourcing domestic ore from Ma Steel Group's subsidiaries [2]

格隆汇8月4日丨马钢股份(600808.SH)在投资者互动平台表示，公司目前在西藏没有销售分支机构和相 关业务。从水电站建设所需的钢材品种来看，公司有耐低温钢筋、高强钢筋、高强H型钢等品种可以应 用于部分雅江水电工程项目建设，公司将与宝武集团各基地协同参与水电站建设和钢材供应，力争将马 钢具有品牌质量优势的H型钢、高强钢筋等钢材推荐进入雅江水电项目使用。 ...