金十数据7月3日讯，柳钢股份公告称，公司股票自2025年7月1日至7月3日连续3个交易日收盘价格涨 停，累计上涨幅度为33.24%，同期申万钢铁行业指数涨幅为4.01%，上证指数涨幅为0.49%。公司2024 年度营业收入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。公司社会公众 股股东持股占比为16.99%，可能存在非理性炒作风险。 柳钢股份：股价累计涨幅较大 经营业绩亏损 ...

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.02 | 10.08 | 4.00 | 4919.87 | | 2025.07.01 | 9.94 | 1.33 | 2641.04 | | 2025.06.30 | 0.57 | 0.64 | 763.39 | | 2025.06.27 | 0.29 | 0.44 | 7.09 | | 2025.06.26 | -1.41 | 0.39 | 159.87 | | 2025.06.25 | 0.57 | 0.45 | 108.81 | | 2025.06.24 | -1.40 | 0.82 | 1482.27 | | 2025.06.23 | 1.71 | 0.44 | 1176.33 | | 2025.06.20 | 0.29 | 0.32 | 50.99 | | 2025.06.19 | -2.23 | 0.57 | 1175.62 | 证券时报·数据宝统计，两融数据来看，该股最新（7月2日）两融余额为1.04亿元，其中，融资余额1.03 亿元，较前一个 ...

Core Viewpoint - The steel sector is experiencing a rebound, with companies like Liugang Co., Ltd. achieving three consecutive trading limit increases, indicating positive market sentiment and potential recovery in the industry [1] Group 1: Company Performance - Liugang Co., Ltd. has seen a three-day trading limit increase, reflecting strong investor interest and confidence in its stock performance [1] - Chongqing Steel has risen over 5%, indicating a broader positive trend among steel stocks [1] - Other companies such as Linggang Co., Anyang Iron & Steel, Bayi Steel, Hualing Steel, New Steel, and Hebei Steel have also experienced gains, suggesting a collective recovery in the sector [1] Group 2: Industry Trends - A new round of industry "anti-involution" and capacity reduction actions has commenced, particularly affecting the solar, steel, and cement industries [1] - The steel industry is rapidly implementing production cuts as part of these measures, which may lead to improved market conditions and pricing stability [1]

暗盘资金正涌入这些股票，点击速看>>> 钢铁板块探底回升，柳钢股份（601003）触及涨停，重庆钢铁（601005）涨超9%，安阳钢铁 （600569）、凌钢股份（600231）、八一钢铁（600581）跟涨。 ...

Core Viewpoint - The stock of Liuzhou Steel Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days from June 30 to July 2, 2025 [1][2]. Group 1: Stock Trading Abnormality - The company's stock price deviation was noted to exceed 20% over three consecutive trading days, which qualifies as an abnormal trading fluctuation according to the Shanghai Stock Exchange regulations [1]. - The company conducted a self-examination and confirmed that there were no undisclosed significant matters affecting the stock price [1][2]. Group 2: Operational Status - The company's daily operations are reported to be normal, with no significant changes detected [2]. Group 3: Major Events and Information - There are no major undisclosed events or information that could impact the stock price, including significant asset restructuring, share issuance, acquisitions, or other major corporate actions [2]. - No media reports, market rumors, or hot concepts were found that could significantly affect the stock price [2]. Group 4: Board Confirmation - The board of directors confirmed that there are no undisclosed matters that should have been reported according to the Shanghai Stock Exchange rules, and previous disclosures do not require correction or supplementation [2][3].

Summary of Steel Industry Conference Call Industry Overview - The steel sector is expected to experience a turning point after a downturn since 2021, with demand stabilizing due to manufacturing growth and steady exports, offsetting the decline in real estate [1][3][4] - Supply-side reforms have limited new capacity, and measures to reduce outdated capacity are enhancing expectations for supply contraction, which is favorable for supply-demand balance [1][8] Key Points Demand Dynamics - Manufacturing demand has increased to 50%-60% of total steel demand, with significant growth in automotive, home appliances, and shipbuilding sectors, mitigating the negative impact of real estate decline [1][4][5] - Despite a 70%-80% drop in new real estate projects over the past four years, total crude steel demand has only seen a slight decline, indicating resilience in the manufacturing sector [4][5] Supply-Side Factors - The steel industry has been in a production reduction cycle since 2016-2018, with no new production capacity approved since 2018, which has helped stabilize market prices and improve profitability [8][9] - Recent policies have further pushed for the orderly exit of outdated capacity, enhancing supply contraction expectations [2][3] Cost Trends - Raw material costs are expected to decline due to falling coking coal prices and the commissioning of large mines, which will alleviate cost pressures in the midstream smelting sector [1][11] - The overall industry profitability is anticipated to recover as raw material prices decrease while demand remains stable [18] Investment Opportunities - The steel sector is projected to enter a volatile upward cycle over the next two to three years, with high dividend yield companies like Baosteel, CITIC Special Steel, and Hesteel being recommended due to their stable performance and potential for valuation reassessment [1][12][15] - Other recommended stocks include New Steel and Fangda Special Steel for their defensive and elastic characteristics, and Liugang for its pure elasticity [14][19] Company-Specific Insights - **Baosteel**: Largest steel producer in China with a strong product structure including high-value products like automotive and home appliance steel [16][20] - **Hesteel**: Expected to increase dividend payout to 50% following completion of environmental upgrades, making it a high dividend stock [21] - **Fangda Special Steel**: Known for its cost reduction and efficiency improvement capabilities, with potential for mergers and acquisitions to enhance growth [22] - **Liugang**: Recently commissioned a project with significant capacity, expected to contribute positively to performance [23][24] Market Performance - In the first 26 weeks of 2025, the apparent consumption of five major steel products showed a year-on-year decline of only 0.36%, indicating a narrowing decline compared to previous years [17] - The overall supply-demand data is favorable, with crude steel production down 1.7% year-on-year, suggesting a balanced market [17] Future Outlook - The steel industry is expected to stabilize and potentially see positive growth in demand due to urbanization and industrialization in Southeast Asia and the Middle East, as well as manufacturing returning to the U.S. and Europe [6][7] - The overall sentiment is optimistic for the next two to three years, with a focus on leading companies and those with defensive characteristics [26]

柳钢股份(601003)今日涨停，全天换手率4.00%，成交额4.10亿元，振幅11.81%。龙虎榜数据显示，机 构净卖出1106.08万元，沪股通净卖出2149.36万元，营业部席位合计净买入1064.62万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.16%上榜，机构专用席位净卖出1106.08万元，沪 股通净卖出2149.36万元。 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1.27亿元，其中，买入成交额为5251.00 万元，卖出成交额为7441.82万元，合计净卖出2190.81万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖三，合计净卖出1106.08万元，沪股 通为第二大买入营业部及第一大卖出营业部，买入金额为1182.70万元，卖出金额为3332.06万元，合计 净卖出2149.36万元。 资金流向方面，今日该股主力资金净流入4919.87万元，其中，特大单净流入2332.77万元，大单资金净 流入2587.10万元。近5日主力资金净流入8491.26万元。 融资融券数据显示，该股最新（7月1日）两融余额为8537.09万元，其中，融资余额为8498 ...

Core Viewpoint - The steel industry is experiencing a significant price increase due to production cuts driven by environmental regulations and government policies aimed at eliminating outdated capacity. This has led to a reduction in steel output expectations, particularly in Tangshan, where a 30% production cut has been mandated from July 4 to July 15. The market anticipates further impacts on steel production as a result of these measures [1][3]. Group 1: Steel Industry Insights - The recent meeting of the Financial and Economic Committee emphasized the need to push for the elimination of outdated production capacity, directly influencing the steel market [1]. - Tangshan steel mills have received directives for a 30% production cut, which is expected to significantly lower steel inventories and production levels [1]. - The China Iron and Steel Association reported that steel billet exports in the first four months of 2025 have already surpassed the total for 2024, prompting suggestions for export restrictions [1]. - A total of approximately 30 million tons of production cuts have been ordered for the year, coinciding with a seasonal demand lull, which has heightened market expectations for reduced steel output [1]. Group 2: Market Reactions and Trends - Longjiang Securities noted that administrative production cuts could act as a bullish option for the steel sector, particularly in July, which is traditionally a slow season for demand [3]. - The announcement of production cuts in the photovoltaic glass sector has also led to significant price increases in that market, indicating a broader trend of supply-side reforms impacting various sectors [3]. - The steel sector saw a strong rally in stock prices, with companies like Liugang and Chongqing Steel hitting their daily price limits amid these developments [9][10]. Group 3: Broader Economic Context - The overall A-share market experienced a decline, with major indices falling and a significant number of stocks trading lower, reflecting broader economic pressures [9]. - The government is expected to focus on structural adjustments across multiple industries, including steel, refining, and new energy sectors, as part of its economic strategy [7]. Group 4: Investment Trends - Institutional investors have begun to sell off some positions in response to the recent price increases in steel, indicating a cautious approach to the current market dynamics [1][4]. - The market's reaction to production cuts in both the steel and photovoltaic sectors suggests a growing trend towards supply-side management as a means to stabilize prices and manage excess capacity [3].

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： 证券代码：601003 证券简称：柳钢股份 公告编号： 2025-027 柳州钢铁股份有限公司 股票交易异常波动公告 柳州钢铁股份有限公司（以下简称"公司"）股票于2025年6月30日、7 月1日、7月2日连续三个交易日内收盘价格涨幅偏离值累计超过20%，根据《上 海证券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 经公司自查，并向公司控股股东核实，截至本公告披露日，不存在应披 露而未披露的重大事项。 敬请广大投资者理性投资，注意二级市场交易风险。 一、股票交易异常波动的具体情况 公司股票于2025年6月30日、7月1日、7月2日连续3个交易日内收盘价格涨 幅偏离值累计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股 票交易异常波动的情形。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司日常经营情况正常，不存在重大变化。 （二）重大事项情况 （三）媒体报道、市场传闻、热点概念情况 经公司自查，未发现对公司股票交易价格可能 ...