证券代码：601003 证券简称：柳钢股份 公告编号： 2025-031 柳州钢铁股份有限公司 股票交易异常波动公告 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。 重要内容提示： 股价累计涨幅较大的风险：柳州钢铁股份有限公司（以下简称"公司"） 股票自2025年7月1日以来收盘价格累计上涨幅度为74.15%，同期申万钢铁行业 指数涨幅为9.54%，上证指数涨幅为2.61%。公司股票短期涨幅严重高于同期行 业及上证指数涨幅，但公司基本面未发生重大变化。敬请广大投资者注意二级 市场交易风险，理性决策，审慎投资。 经营业绩风险：2024年度公司营业收入701.32亿元，同比减少11.97%。 归属于上市公司股东的净利润为-4.33亿元。公司特别提醒投资者注意业绩风险。 社会公众股股东持股比例相对较小的风险：截至2025年6月30日，公司 社会公众股股东持股占比为16.99%,相对较小，可能存在非理性炒作风险。公司 提醒广大投资者注意二级市场交易风险，理性决策，审慎投资。 市净率较高的风险：公司最新滚动市净率为1.82（7月18日数 ...

Market Overview - On July 18, the A-share market saw all three major indices rise, with the Shanghai Composite Index increasing by 0.5% to close at 3534 points, marking a new high for the year [1] - Over 2600 stocks in the market experienced gains, particularly in sectors such as rare earths, lithium mining, automotive dismantling, and chemicals, while gaming and dairy stocks weakened [1] Key Stocks Performance - The stock *ST Xinchao rose by 4.98% to 4.64, achieving 9 consecutive trading days of gains [2] - Shangwei New Materials surged by 20.01% to 33.47, marking its 8th consecutive gain [2] - *ST Da increased by 45.08% to 5.79, with 10 trading days of gains [2] - Liugang Co. saw a rise of 10.05% to 6.13, achieving 4 consecutive gains [2] - Huahong Technology rose by 9.98% to 14.33, with 6 trading days of gains [2] Trading Activity - The top three net buying stocks on the day were Jianshe Industrial, Maigemeite, and Xiling Information, with net purchases of 1.47 billion, 1.39 billion, and 922.71 million respectively [4] - Conversely, the top three net selling stocks were Chunfeng Power, Mankun Technology, and Liugang Co., with net sales of 1.11 billion, 1.06 billion, and 876.81 million respectively [5] Sector Highlights - The rare earth sector, particularly Huahong Technology, showed strong performance due to better-than-expected earnings, achieving a limit-up on the day [3] - The AI server power supply market is expected to grow significantly, with companies like Maigemeite expanding their overseas presence and product offerings [9][8] Institutional Activity - Institutions showed significant activity, with net buying in stocks like Lisheng Pharmaceutical and Huaxin Environmental Protection, amounting to 630.12 million and 547.19 million respectively [6] - Conversely, institutions net sold stocks such as Chunfeng Power and Liugang Co., with net sales of 1.96 billion and 697.07 million respectively [7] Conclusion - The overall market sentiment remains positive, with strong performances in specific sectors and stocks, indicating potential investment opportunities in the A-share market [1][3][4]

Market Overview - The net inflow of large orders in the two markets reached 16.628 billion yuan, with 44 stocks seeing net inflows exceeding 200 million yuan, led by Changshan Beiming with a net inflow of 2.333 billion yuan [1] - The Shanghai Composite Index closed up 0.37%, with a total of 2,101 stocks experiencing net inflows and 2,633 stocks seeing net outflows [1] Industry Analysis - Among the 19 industries with net inflows, the computer sector had the highest net inflow of 5.790 billion yuan, with an index increase of 1.33%. The electronics sector followed with a net inflow of 4.318 billion yuan and a rise of 2.18% [1] - The public utilities sector experienced the largest net outflow of 809 million yuan, followed by the banking sector with a net outflow of 741 million yuan [1] Individual Stock Performance - 44 stocks had net inflows exceeding 200 million yuan, with Changshan Beiming leading at 2.333 billion yuan, followed by Jianghuai Automobile at 1.193 billion yuan [2] - Stocks with significant net inflows saw an average increase of 7.58%, outperforming the Shanghai Composite Index, with 43 stocks closing higher, including Man Kun Technology and Jin Modern, which hit the daily limit [2] - The top sectors for net inflows among individual stocks were computer, electronics, and communication, with 10, 9, and 4 stocks respectively [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Changshan Beiming: 2.333 billion yuan, 10.02% increase [2] - Jianghuai Automobile: 1.193 billion yuan, 10.01% increase [2] - Runhe Software: 903 million yuan, 9.68% increase [2] - Construction Industry: 771 million yuan, 10.01% increase [2] - AVIC Shenyang Aircraft: 745 million yuan, 10.00% increase [2] Top Net Outflow Stocks - The stocks with the largest net outflows include: - ST Huatuo: 398 million yuan, -4.77% decrease [4] - Sunshine Power: 329 million yuan, -0.55% decrease [4] - Zhongdian Port: 307 million yuan, -1.21% decrease [4] - Zijin Mining: 267 million yuan, -0.37% decrease [4] - C Huaxin: 240 million yuan, -9.19% decrease [4]

Group 1 - LiuGong Co., Ltd. (601003) experienced a trading halt today with a daily turnover rate of 6.06% and a transaction amount of 834 million yuan, showing a price fluctuation of 14.85% [2] - The stock was listed on the Shanghai Stock Exchange's daily trading report due to a price deviation of 9.71%, with a net purchase of 13.57 million yuan from the Shanghai-Hong Kong Stock Connect [2] - The top five trading departments accounted for a total transaction amount of 300 million yuan, with a net purchase of 149 million yuan [2] Group 2 - Over the past six months, the stock has appeared on the trading report eight times, with an average price increase of 1.98% the day after being listed and an average increase of 9.37% in the following five days [3] - The stock saw a net inflow of 309 million yuan from major funds today, with a significant inflow of 312 million yuan from large orders [3] - The latest margin trading data shows a total margin balance of 122 million yuan, with a financing balance of 121 million yuan and a margin balance of 743,800 yuan [3] Group 3 - The company's Q1 report indicated a revenue of 17.12 billion yuan, a year-on-year decrease of 14.36%, while net profit reached 260 million yuan, a year-on-year increase of 594.67% [3] - The company’s half-year performance forecast estimates a net profit between 340 million yuan and 400 million yuan, representing a year-on-year change of 530% to 641% [3]

柳钢股份（601003）今日涨停，成交额8.34亿元，换手率6.06%，盘后龙虎榜数据显示，沪股通专用席 位买入2580.45万元并卖出1223.84万元，国泰海通三亚迎宾路(佛山西)席位净买入1.09亿元。 ...

Market Overview - The A-share market showed a strong performance on July 17, with the Shanghai Composite Index rising by 0.37% and the Shenzhen Component Index increasing by 1.43% [1][2] - The total trading volume reached 1.56 trillion yuan, an increase of 98.5 billion yuan compared to the previous trading day, with over 3,500 stocks rising [1] Sector Performance - The CPO concept stocks performed strongly, with notable gains from companies like Shengyi Technology and Changfei Optical Fiber, which hit the daily limit [4][5] - The pharmaceutical sector also saw significant gains, with stocks such as Chengdu Xian Dao and Xin Li Tai reaching their daily limit [6][7] - The military industry stocks were active, with AVIC Shenfei reaching a historical high [6] - The steel sector experienced a rally, with Liugang Co. and Linggang Co. hitting the daily limit, while other steel stocks also showed positive performance [8] Notable Stocks - In the CPO sector, Shengyi Technology rose by 13.86%, while Shijia Photon increased by 11.10% [5] - In the military sector, AVIC Shenfei and other companies saw gains exceeding 6% [6] - The innovative drug sector had a surge, with Chengdu Xian Dao and Maiwei Biotech both hitting the daily limit [7] - In the steel sector, Liugang Co. rose by 10.08%, and Linggang Co. increased by 5.32% [8] Financial Sector - The financial sector, including banks and insurance companies, showed weakness, with *ST Tianmao dropping over 5% and several banks declining by more than 1% [12][13] Precious Metals and Real Estate - The precious metals sector experienced low volatility, with Shandong Gold falling over 2% [9][10] - The real estate sector faced adjustments, with companies like Zhongxin Group dropping over 6% [11] Future Outlook - According to research from China International Capital Corporation, the financial data indicates that market conditions are improving, and the current market point is significantly higher than the average cost over the past year and three years, suggesting a better profit outlook [14]

7月17日涨停分析 今日共58股涨停，连板股总数16只，27股封板未遂，封板率为68%（不含ST股、退市股）。焦点股方面，机器人概念股上纬新材20CM7连板、君禾股份2连 板，业绩预增的柳钢股份13天7板、联发股份3连板，数据要素概念股上海物贸5连板、中远海科5天3板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 浙江震元 000705 | 2天2板 | 10.01% | 09:25 | 创新药 | | 亚太药业 002370 | 2天2板 | 9.98% | 10:12 | 创新药 | | 维康药业 | 首板 | 19.99% | 09:45 | 创新药 | | 300878 | | | | | | 成都先导 688222 | 首板 | 20.02% | 10:25 | 创新药 | | 信立泰 | 首板 | 10.00% | 11:17 | 创新药 | | 002294 | | | | | | 迈威生物-U | 首板 | 19.99% | 14:17 | 创新药 | | 688062 | | | | | | 塞力医疗 ...

Market Overview - A-shares showed mixed performance on July 17, with the ChiNext Index continuing its strong momentum from the previous day. The market's half-day trading volume was 898.75 billion, a decrease of 16 billion from the previous day. Nearly 3,000 stocks were in the green, with the Shanghai Composite Index up 0.09%, the Shenzhen Component Index up 0.87%, and the ChiNext Index up 1.13% [1] Sector Highlights Computing Power Sector - The computing power concept stocks, including CPO, saw renewed activity, with Dongshan Precision hitting the daily limit and reaching a new historical high. Other stocks like Guangku Technology, Shenghong Technology, and Zhongfu Circuit also experienced gains [2] Innovative Pharmaceuticals - The innovative pharmaceutical sector maintained its strong performance, with multiple stocks such as Weikang Pharmaceutical, Chengdu Xian Dao, and Lisheng Pharmaceutical hitting the daily limit. The National Medical Insurance Administration's recent announcement regarding the 11th batch of centralized drug procurement, which excludes innovative drugs, is seen as a positive for this sector [3] Retail Sector - Retail stocks experienced a surge, with Guoguang Chain hitting the daily limit. Other companies like Zhongbai Group and Bubugao also saw gains. The State Council's recent meeting emphasized the importance of boosting consumption, which is expected to further enhance consumer spending power [4] Robotics Sector - The robotics sector continued its previous strong trend, with Zhongdali De achieving five days of three limit-ups. The CEO of NVIDIA highlighted the upcoming wave of AI in robotics, indicating a promising future for humanoid robots and their commercialization [5] Institutional Insights Ping An Securities - Ping An Securities noted that despite external uncertainties, domestic policy support and positive changes in industrial upgrades are expected to sustain a strong market trend. They recommend focusing on technology growth sectors, industries benefiting from "anti-involution," and financial sectors with high dividend advantages [6][7] Caixin Securities - Caixin Securities indicated that the market is entering a new buying window, with no significant macro risks anticipated before August. They expect the index to maintain upward momentum, supported by improved investor sentiment and increased capital inflow [8] Huaxi Securities - Huaxi Securities observed a notable recovery in financing and cross-border capital inflows, reflecting a renewed risk appetite in the market. They believe that structural opportunities exist despite potential short-term consolidation [9]

Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]

Group 1 - The A-share steel sector experienced significant movement, with Liugang Co., Ltd. hitting the daily limit up, indicating strong investor interest [1] - Shengde Xintai saw an increase of nearly 6%, reflecting positive market sentiment towards steel stocks [1] - Other companies such as Shougang Co., Hualing Steel, Fangda Special Steel, and New Steel Co. also experienced gains, suggesting a broader rally in the steel industry [1]