Group 1 - Guangxi's foreign trade maintained a strong growth momentum in the first half of the year, with total imports and exports reaching 387.15 billion yuan, a year-on-year increase of 13%, outpacing the national growth rate by 10.1 percentage points [1] - The development of export-oriented industries has reached a new level, with significant support from supply chain service platforms, leading to exports of electromechanical products and labor-intensive products growing by 29.4% and 4.5% respectively [1] - The import of bulk commodities amounted to 90.23 billion yuan, an increase of 2.4%, accounting for 59.2% of Guangxi's total imports during the same period [1] Group 2 - The performance of production-oriented enterprises in foreign trade was notable, with imports and exports totaling 129.94 billion yuan, a growth of 16.5%, exceeding the overall foreign trade growth rate by 3.5 percentage points [2] - Industries such as non-ferrous metals, equipment manufacturing, paper making, and agricultural products processing saw import and export growth rates exceeding 20% [2] - The optimization of the business environment has invigorated foreign trade, with measures such as simplified export tax refund processes significantly reducing approval times to an average of one working day [2] Group 3 - In the first half of the year, Guangxi's trade with ASEAN reached 206.08 billion yuan, a growth of 11.9%, accounting for 53.2% of Guangxi's total foreign trade [3] - Trade with Vietnam specifically amounted to 149.88 billion yuan, increasing by 4.3% [3] - Border small-scale trade and border residents' mutual market trade reached 43.78 billion yuan and 12.3 billion yuan respectively [3]

Group 1 - Guangxi's foreign trade maintained a growth momentum in the first half of the year, with total imports and exports reaching 387.15 billion yuan, a year-on-year increase of 13%, surpassing the national growth rate by 10.1 percentage points [1] - The development of export-oriented industries has reached a new level, with significant support from supply chain service platforms, leading to exports of mechanical and labor-intensive products of 139.13 billion yuan and 38.07 billion yuan, respectively, growing by 29.4% and 4.5% [1] - The import of bulk commodities was 90.23 billion yuan, an increase of 2.4%, accounting for 59.2% of Guangxi's total imports during the same period [1] Group 2 - The performance of production-oriented enterprises in imports and exports was notable, with a total of 129.94 billion yuan, a growth of 16.5%, exceeding the overall foreign trade growth rate by 3.5 percentage points [2] - The export and import growth rates for production-oriented enterprises reached 25.6% and 11.7%, respectively, with acceleration compared to the first quarter [2] - The optimization of the business environment has invigorated foreign trade, with measures such as simplified export tax refund processes and reduced approval times for tax refunds [2] Group 3 - Guangxi's trade with ASEAN reached 206.08 billion yuan, growing by 11.9%, accounting for 53.2% of Guangxi's total foreign trade [3] - Trade with Vietnam specifically amounted to 149.88 billion yuan, an increase of 4.3% [3] - Border small-scale trade and border residents' mutual market trade reached 43.78 billion yuan and 12.3 billion yuan, respectively [3]

Core Viewpoint - LiuGong Co., Ltd. is a significant steel production enterprise in Guangxi, with a focus on steel smelting, rolling, and related product sales, and is included in the 2025 mid-term report pre-increase concept sector [1] Group 1: Company Performance - As of August 15, 2025, LiuGong's stock price closed at 5.91 yuan, an increase of 0.04 yuan, representing a rise of 0.68% [1] - The trading volume on that day was 286,015 hands, with a transaction amount of 169 million yuan [1] - The current price-to-earnings ratio (P/E) is 14.54 times, and the price-to-book ratio (P/B) is 1.75 times [1] Group 2: Market Activity - On August 15, the net outflow of main funds was 13.08 million yuan, accounting for 0.09% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 81.37 million yuan, representing 0.54% of the circulating market value [1]

金融界消息 截至2025年8月12日收盘，柳钢股份（601003）报收于6.06元，下跌0.82%，换手率1.4%， 成交量35.79万手，成交金额2.18亿元。 资金流向方面，今日主力资金净流出1194.30万元，占比成交额5.49%。其中，超大单净流出564.07万 元、占成交额2.59%，大单净流出630.23万元、占成交额2.9%，中单净流出流出813.39万元、占成交额 3.74%，小单净流入2007.69万元、占成交额9.22%。 通过天眼查大数据分析，柳州钢铁股份有限公司共对外投资了3家企业，参与招投标项目5000次，知识 产权方面有商标信息6条，专利信息1336条，此外企业还拥有行政许可525个。 来源：金融界 柳钢股份最新一期业绩显示，截至2025一季报，公司营业总收入171.19亿元、同比减少14.36%，归属净 利润2.60亿元，同比增长594.67%，扣非净利润2.44亿元，同比增长710.41%，流动比率0.598、速动比率 0.363、资产负债率67.60%。 天眼查商业履历信息显示，柳州钢铁股份有限公司，成立于2000年，位于柳州市，是一家以从事黑色金 属冶炼和压延加工业为主的企 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司在对下属钢厂的日常管理与沟通协作中，是否考 虑过引入飞书这类协同办公工具来优化沟通流程、提升沟通效率？ 柳钢股份（601003.SH）8月12日在投资者互动平台表示，公司目前暂未有与飞书相关的合作，公司目 前的日常管理与沟通协作主要通过钉钉等办公平台。 ...

Core Viewpoint - LiuGong Co., Ltd. (601003) has stated that it currently does not sell steel products in the Tibet region [1] Company Summary - LiuGong Co., Ltd. confirmed on August 12 that there are no steel sales in the Tibet area [1]

（原标题：柳钢股份(601003.SH)：公司的钢材目前暂无在西藏地区销售） 格隆汇8月12日丨柳钢股份(601003.SH)在互动平台表示，公司的钢材目前暂无在西藏地区销售。 ...

Core Viewpoint - The company, LiuGong Steel, currently does not sell steel products in the Tibet region [1] Group 1 - LiuGong Steel has confirmed the absence of steel sales in Tibet [1]

Core Viewpoint - The financing activities of Liugang Co., Ltd. indicate a mixed sentiment among investors, with a slight net sell-off observed in recent trading days [1] Financing Activities - On August 11, Liugang Co., Ltd. had a financing buy-in amount of 0.16 billion, ranking 1071st in the market [1] - The financing repayment amount on the same day was 0.17 billion, resulting in a net sell-off of 0.6875 million [1] - Over the last three trading days (August 7-11), the financing buy-in amounts were 0.32 billion, 0.43 billion, and 0.16 billion respectively [1] Securities Lending - On August 11, the company had a securities lending sell-out of 0.04 thousand shares, with a net sell-out of 0.03 thousand shares [1]

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]