主力资金净流出的行业有24个，国防军工行业主力资金净流出规模居首，全天净流出资金70.52亿元， 其次是有色金属行业，净流出资金为64.83亿元，净流出资金较多的还有电力设备、机械设备、医药生 物等行业。 钢铁行业今日下跌0.83%，全天主力资金净流出7.56亿元，该行业所属的个股共44只，今日上涨的有8 只，涨停的有1只；下跌的有35只。以资金流向数据进行统计，该行业资金净流入的个股有11只，净流 入资金居首的是杭钢股份，今日净流入资金7936.83万元，紧随其后的是方大特钢、河钢资源，净流入 资金分别为2687.31万元、1639.51万元。钢铁行业资金净流出个股中，资金净流出超千万元的有15只， 净流出资金居前的有包钢股份、华菱钢铁、马钢股份，净流出资金分别为4.87亿元、8037.51万元、 5396.86万元。 沪指8月12日上涨0.50%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为通信、电子，涨幅 分别为2.24%、1.88%。跌幅居前的行业为国防军工、钢铁，跌幅分别为1.03%、0.83%。钢铁行业位居 今日跌幅榜第二。 资金面上看，两市主力资金全天净流出301.23亿元，今日有7个行 ...

Industry Overview - The galvanized steel sheet industry in China has developed into a mature system, characterized by simultaneous growth in scale, intensification, and high-end production [1][8] - In the first five months of 2025, the sales volume of galvanized sheets reached 11 million tons, a year-on-year decline of 2.77%, indicating a significant demand contraction [1][10] - The slowdown in real estate and infrastructure investment has weakened the demand for steel in the construction sector, despite projected growth in infrastructure investment by 8.3% and real estate development investment by 5.4% in 2024 [1][10] Industry Chain - The upstream of the galvanized sheet industry includes raw materials such as steel and zinc, as well as production equipment like furnaces and galvanizing machines [4] - The midstream involves the manufacturing of galvanized sheets, while the downstream applications span construction, home appliances, automotive, and energy storage sectors [4] Current Industry Status - The industry is facing significant pressure from demand contraction, with internal demand not being released, leading to continuous price declines [10] - As of June 2025, the price of galvanized sheets in China was 4,082.5 yuan per ton, down 16.17% year-on-year [10] Key Enterprises' Performance - Major players like Baosteel, Ansteel, and Hebei Steel dominate the high-end market, leveraging technology and capacity to maintain competitive advantages [12] - Baosteel's revenue in 2024 was 322.116 billion yuan, a decrease of 6.50%, while R&D investment increased by 27.95% to 25.044 billion yuan [13] - Ansteel's revenue in 2024 was 105.101 billion yuan, down 9.06%, with R&D investment rising by 39.22% to 3.972 billion yuan [15] Industry Development Trends 1. The product structure is shifting towards high-end materials, with a focus on high-strength, corrosion-resistant, and functionalized products [17] 2. Environmental policies are driving the adoption of green and smart manufacturing, with significant reductions in carbon emissions expected [18][19] 3. The industry is moving towards a dual-driven model of "domestic demand upgrade and international expansion," with new urbanization and electric vehicle production expected to boost demand [20]

Industry Overview - The medium and thick wide steel strip industry is experiencing structural growth opportunities due to the transformation and upgrading of the manufacturing industry and the rapid development of the new energy sector [1][8] - The production of medium and thick wide steel strips in China reached 114 million tons in the first half of 2025, representing a year-on-year increase of 4.47% [1][8] Industry Chain - The upstream of the medium and thick wide steel strip industry includes raw materials such as iron ore, coal, scrap steel, and electricity, as well as production equipment like blast furnaces and rolling mills [4] - The downstream applications encompass construction, machinery manufacturing, shipbuilding, energy equipment, bridges, and the automotive industry [4] Market Dynamics - The global iron ore supply is expected to increase, with major producers like Rio Tinto and BHP expanding capacity, leading to a projected global output of 2.45 billion tons in 2025, a year-on-year increase of 3.8% [6] - The price of iron ore futures in China fell to 715.5 yuan per ton by the end of June 2025, a decrease of 13.27% year-on-year, which significantly reduced production costs for medium and thick wide steel strips [6] Key Enterprises - The medium and thick wide steel strip industry has a relatively high market concentration, with a few large enterprises dominating the market, such as Baosteel Group and Ansteel [12] - Baosteel is recognized for its advanced production technology and equipment, while Ansteel has a strong market share in various sectors including construction and machinery [12][14] Development Trends - The industry is shifting towards high-end and intelligent transformation, with a focus on high-strength and corrosion-resistant steel [18] - The green and low-carbon development trend is becoming mainstream, with expectations of a 15% reduction in carbon emission intensity through the adoption of hydrogen metallurgy and short-process steelmaking technologies [19] - The application of medium and thick wide steel strips in new infrastructure projects, such as rail transit and new energy vehicles, is expected to expand significantly [20]

Group 1 - The special steel concept stocks have shown a recovery, with Shagang Co., Ltd. increasing by 7.7% [1] - Other companies such as Maanshan Iron & Steel, Xining Special Steel, and Sansteel Minguang also experienced gains [1]

Group 1 - The core point of the article highlights the stock performance of Maanshan Iron & Steel Company, which closed at 4.01 yuan on August 7, experiencing a decline of 0.07 yuan or 1.72% from the previous trading day [1] - The trading volume on August 7 was 4.1186 million hands, with a transaction amount of 1.65 billion yuan [1] - The stock reached a maximum of 4.14 yuan and a minimum of 3.88 yuan during the day, resulting in a fluctuation of 6.37% [1] Group 2 - Maanshan Iron & Steel operates in the steel industry, primarily engaged in the production and sales of steel products [1] - The company's product range includes plates, section steel, and wire rods, which are widely used in construction, machinery, and automotive sectors [1] Group 3 - On the morning of August 7, Maanshan Iron & Steel experienced a rapid rebound, with an increase of over 2% within 5 minutes, and a transaction amount of 352 million yuan at that time [1] - In terms of capital flow, there was a net outflow of 173 million yuan from the main funds on August 7, accounting for 0.72% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 90.6392 million yuan, representing 0.38% of the circulating market value [1]

作为鞍钢集团矿业有限公司旗下核心矿山，大孤山铁矿这座亚洲最深的露天铁矿，自1916年始建至今已 有百余年的开采历史，眼前深达500余米的矿坑，自去年6月结束露天开采后，正进行回填修复工程：三 座充填站将铁尾砂制备成胶凝材料，通过管道注入坑底。 "一是解决尾砂堆存问题，有效减少尾矿库用地；二是通过尾砂回填阻断地下水渗漏通道，消除矿坑垮 塌突水风险；三是逐步形成172公顷农林用地重建生态系统。"鞍钢集团矿业有限公司大孤山分公司生产 副矿长宫长亮介绍说，目前已完成从-426米到-320米水平的回填。 中新网鞍山8月7日电 (王涵)在全国生态日暨"两山"理念提出20周年之际，记者近日随主题采访团来到辽 宁鞍山大孤山铁矿。百年前凿岩机在此叩响中国钢铁工业的晨钟，而今输送管道正为矿坑织就绿色绷 带。这座开采出新中国第一车铁矿石的功勋矿山，正向"地上生态园、地下资源库"转型。 建园至今，生态园累计接待国内外大中企业、社会团体等考察团1800余次。为实现生态建设的价值增 值，鞍钢矿业正在为生态园申报AAA级旅游景区，届时生态旅游效益将大幅度提升。在增加企业效益 的同时，将带动周边村镇经济效益增长，提高附近居民收入。(完) 矿 ...

证券之星消息，8月6日普钢板块较上一交易日上涨0.41%，马钢股份领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。普钢板块个股涨跌见下表： 从资金流向上来看，当日普钢板块主力资金净流出1.09亿元，游资资金净流出1.52亿元，散户资金净流 入2.62亿元。普钢板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600010 | 包钢股份 | 2.53 | -2.32% | 1241.88万 | 31.50亿 | | 600581 | 八一钢铁 | 3.86 | -2.28% | 76.77万 | 2.9867 | | 000717 | 中南股份 | 2.97 | -1.98% | 70.73万 | 2.11亿 | | 600307 | 酒钢宏兴 | 1.73 | -1.14% | 1 61.28 ...

马钢股份最新一期业绩显示，截至2025一季报，公司营业总收入194.25亿元、同比减少4.74%，归属净 利润14408.05万元，同比增长53.67%，扣非净利润15538.77万元，同比增长63.36%，流动比率0.448、速 动比率0.295、资产负债率65.34%。 金融界消息 截至2025年8月6日收盘，马钢股份（600808）报收于4.08元，上涨9.97%，换手率6.44%， 成交量384.34万手，成交金额15.32亿元。 资金流向方面，今日主力资金净流入1.19亿元，占比成交额7.77%。其中，超大单净流入1.74亿元、占 成交额11.37%，大单净流出5510.68万元、占成交额3.6%，中单净流出流出12120.27万元、占成交额 7.91%，小单净流入219.98万元、占成交额0.14%。 来源：金融界 天眼查商业履历信息显示，马鞍山钢铁股份有限公司，成立于1993年，位于马鞍山市，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774693.7986万人民币，实缴资本383056万人民 币。公司法定代表人为蒋育翔。 通过天眼查大数据分析，马鞍山钢铁股份有限公司共对外投资 ...

Group 1 - A-shares experienced significant activity on August 6, with 77 stocks hitting the daily limit up and 3 stocks hitting the limit down [1] - The China Shipbuilding sector was notably active, with China Shipbuilding and China Heavy Industry reaching the limit up [1] - The PEEK materials sector showed strength, with Zhongxin Fluorine Materials and Xinhan New Materials achieving consecutive limit up days, while Kaisheng New Materials and Huami New Materials also hit the limit up [1] - The Intelligent Robotics sector saw gains, with Haosen Intelligent reaching the limit up [1] Group 2 - Continuous limit up stocks included Zhongma Transmission with 5 limit up days in 6 trading sessions, Beijia Clean with 5 consecutive limit up days, and Honghe Technology with 4 limit up days in 8 sessions [1] - Other notable continuous limit up stocks included Changcheng Military Industry with 4 limit up days in 5 sessions, and several stocks like *ST Yushun and *ST Dongjing achieving 4 consecutive limit up days [1] - Stocks such as Guoji Precision Engineering and Furi Electronics also recorded 3 consecutive limit up days [1] Group 3 - Stocks that hit the limit down included *ST Yatai, Xining Special Steel, and Tibet Tianlu [2]

截至8月5日，央企创新驱动ETF近1年净值上涨12.94%。从收益能力看，截至2025年8月5日，央企创新 驱动ETF自成立以来，最高单月回报为15.05%，最长连涨月数为5个月，最长连涨涨幅为24.91%，涨跌 月数比为38/31，上涨月份平均收益率为3.99%，年盈利百分比为80.00%，历史持有3年盈利概率为 97.57%。截至2025年8月5日，央企创新驱动ETF近3个月超越基准年化收益为8.96%。 规模方面，央企创新驱动ETF近3月规模增长2.02亿元，实现显著增长，新增规模位居可比基金1/4。 回撤方面，截至2025年8月5日，央企创新驱动ETF今年以来相对基准回撤0.08%。回撤后修复天数为105 天，在可比基金中回撤后修复最快。 费率方面，央企创新驱动ETF管理费率为0.15%，托管费率为0.05%，费率在可比基金中最低。 跟踪精度方面，截至2025年8月5日，央企创新驱动ETF近5年跟踪误差为0.037%，在可比基金中跟踪精 度最高。 央企创新驱动ETF紧密跟踪中证央企创新驱动指数，中证央企创新驱动指数从国资委下属央企上市公司 中，综合评估其在企业创新和盈利质量方面的综合情况，选取较具代表 ...