Group 1 - The steel sector experienced a strong rally on July 4, with notable stock performances including Lingang Co. hitting the daily limit, Liugang Co. achieving four consecutive limit-ups, and Angang Steel rising over 6% [1] - Liugang Co. has not identified any media reports or market rumors that could impact its stock price, and its fundamentals remain unchanged, with major shareholders holding 83.01% of the company [1] - The Central Financial Committee emphasized the need to promote the orderly exit of outdated production capacity and improve product quality, which may positively influence the steel sector's profitability [2] Group 2 - There are reports of increased environmental restrictions and production cuts in Tangshan, with approximately half of the steel mills indicating they have received notifications regarding these measures [1] - The steel sector's profitability is expected to recover to historical average levels, and the price-to-book ratio (PB) of steel stocks may also improve as a result [2]

暗盘资金流向曝光！提前捕捉庄家建仓信号>> 钢铁板块盘初拉升，柳钢股份（601003）涨停走出4连板，盛德鑫泰（300881）涨超7%，凌钢股份 （600231）、安阳钢铁（600569）、杭钢股份（600126）纷纷上扬。 ...

证券代码：601003 证券简称：柳钢股份 公告编号： 2025-028 柳州钢铁股份有限公司 股票交易风险提示公告 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%，同期上证指数涨幅为0.49%。公 司股票短期涨幅严重高于同期行业涨幅及上证指数涨幅，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。 四、媒体报道、市场传闻、热 ...

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 ...

智通财经7月3日电，柳钢股份3连板，重庆钢铁涨超5%，凌钢股份、安阳钢铁、八一钢铁、华菱钢铁、 新钢股份、河钢股份等跟涨。消息面上，近期新一轮的行业"反内卷"、去产能行动大幕开启，光伏、钢 铁、水泥行业已迅速开展减产工作。 钢铁股探底回升 柳钢股份3连板 ...

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]