钢铁股集体下跌，截至发稿，重庆钢铁（601005）股份(01053)跌4.72%，报1.21港元；鞍钢股份 （000898）(00347)跌4.06%，报1.89港元；马鞍山钢铁股份(00323)跌3.64%，报2.38港元。 国泰海通证券则表示，需求有望逐步触底；供给端即便不考虑供给政策，目前行业亏损时间已经较长， 供给的市场化出清已开始出现，我们预期钢铁行业基本面有望逐步修复。而若供给政策落地，行业供给 的收缩速度更快，行业上行的进展将更快展开。 国盛证券（002670）发布研报称，今年限产政策执行效果不佳，供给端我们期待未来钢厂反内卷政策能 尽快切实转化为行动上的压产，加快行业盈利回归的速度。去年三季度以来板块估值大幅修复，目前绝 对估值位置已经从绝对低估修复至中等偏低的位置，估值上泡沫不多，没有计入盈利进一步回归的预 期，依然具备绝对收益的空间。 ...

Core Viewpoint - The Chinese wind power casting industry is experiencing significant development opportunities due to the acceleration of global energy transition and the booming wind power industry, with a strong correlation between market size and new installed wind power capacity [1][15]. Industry Overview - Wind power castings are specialized castings used in wind turbines, accounting for approximately 10% of the total cost of wind turbines, with demand steadily increasing as the wind turbine industry grows [3][9]. - The industry has seen substantial advancements in technology, production capacity, and product quality, establishing China as a dominant force in the global wind power casting supply [1][15]. Market Size and Growth - The market size of China's wind power casting industry is projected to reach 20.64 billion yuan in 2024, representing a year-on-year growth of 13.16%, and is expected to grow to 23.37 billion yuan by 2025 [1][15]. - The global wind power casting market is anticipated to reach $4.482 billion in 2024, with a year-on-year growth of 8.61%, and is expected to increase to $5.158 billion by 2025 [14]. Production Capacity - China's wind power casting capacity is expected to grow from 2.02 million tons in 2021 to 2.69 million tons in 2024, with a compound annual growth rate of 10.02%, and is projected to reach 2.91 million tons by 2025 [16]. Key Enterprises - Major companies in the Chinese wind power casting industry include Jixin Technology, Riyue Heavy Industry, Hongde Co., and Haomai Technology, among others, which have established significant market positions through technological advancements and production capabilities [2][17]. - Jixin Technology focuses on manufacturing components for large wind turbines and has reported a revenue increase of 27.33% for its main products in the first half of 2025 [18]. - Riyue Heavy Industry has a production capacity of 700,000 tons of castings and has seen a revenue increase of 66.06% for its ductile iron products in the first half of 2025 [19]. Industry Trends - The industry is moving towards large-scale and lightweight casting development to meet the demands of high-capacity wind turbines, with a focus on optimizing structural design and using new high-strength materials [20]. - Innovations in materials and casting processes are driving technological upgrades, enhancing the mechanical performance and fatigue life of castings [21]. - The integration of smart manufacturing and green production practices is becoming a core development direction, aiming to improve efficiency and reduce environmental impact [22].

Market Overview - The steel sector experienced a decline of 0.92% on December 8, with Hualing Steel leading the drop [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Individual Stock Performance - Hualing Steel (code: 000932) closed at 5.51, down 2.13% with a trading volume of 744,700 shares and a transaction value of 412 million yuan [2] - Baosteel (code: 600019) closed at 7.18, down 2.05%, with a trading volume of 1,169,000 shares and a transaction value of 842 million yuan [2] - Other notable performers include: - Wujin Stainless Steel (code: 603878) at 10.79, down 1.55% [2] - Anyang Steel (code: 600569) at 2.32, down 1.28% [2] Capital Flow Analysis - The steel sector saw a net outflow of 106 million yuan from main funds, while retail investors contributed a net inflow of 81.85 million yuan [2][3] - Notable capital flows include: - Baosteel had a main fund net inflow of 35.68 million yuan, but retail investors had a net outflow of 21.32 million yuan [3] - Heibei Steel (code: 000709) saw a main fund net inflow of 17.14 million yuan [3] - Chongqing Steel (code: 601005) had a main fund net inflow of 7.43 million yuan [3]

低价股排名 | 代码 | 简称 | 最新收盘价（元） | 日涨跌幅（%） | 日换手率（%） | 市净率（倍） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 600200 | *ST苏吴 | 1.24 | | | 0.51 | 医药生物 | | 601005 | 重庆钢铁 | 1.48 | 2.07 | 2.61 | 0.80 | 钢铁 | | 000656 | *ST金科 | 1.49 | 0.00 | 0.91 | | 房地产 | | 600022 | 山东钢铁 | 1.52 | 1.33 | 0.70 | 0.86 | 钢铁 | | 600307 | 酒钢宏兴 | 1.63 | 1.24 | 0.64 | 1.50 | 钢铁 | | 601880 | 辽港股份 | 1.63 | 0.62 | 0.57 | 0.95 | 交通运输 | | 002146 | 荣盛发展 | 1.64 | 1.23 | 3.39 | 0.60 | 房地产 | | 600157 | 永泰能源 | 1.66 | 3.11 | 3.50 | 0.77 | 煤炭 | | 60 ...

| 代码 | 简称 | 最新收盘价（元） | 日涨跌幅（%） | 日换手率（%） | 市净率（倍） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 603388 | *ST元成 | 0.58 | | | 0.27 | 建筑装饰 | | 600200 | *ST苏吴 | 1.24 | | | 0.51 | 医药生物 | | 601005 | 重庆钢铁 | 1.45 | -0.68 | 1.40 | 0.78 | 钢铁 | | 600022 | 山东钢铁 | 1.51 | -0.66 | 0.65 | 0.86 | 钢铁 | | 000656 | *ST金科 | 1.51 | 0.67 | 1.04 | | 房地产 | | 601880 | 辽港股份 | 1.63 | 0.00 | 0.68 | 0.95 | 交通运输 | | 600307 | 酒钢宏兴 | 1.64 | -1.80 | 0.73 | 1.51 | 钢铁 | | 600157 | 永泰能源 | 1.65 | 0.61 | 4.45 | 0.76 | 煤炭 | | 002146 | 荣盛发展 ...

12月1日，重庆钢铁大宗交易成交66万股，成交额91.74万元，占当日总成交额的0.46%，成交价1.39 元，较市场收盘价1.47元折价5.44%。 ...

12月1日，重庆钢铁收涨1.38%，收盘价为1.47元，发生1笔大宗交易，合计成交量66万股，成交金额 91.74万元。 责任编辑：小浪快报 第1笔成交价格为1.39元，成交66.00万股，成交金额91.74万元，溢价率为-5.44%，买方营业部为华金证 券股份有限公司成都东大街证券营业部，卖方营业部为广发证券股份有限公司成都东大路证券营业部。 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为286.58万元。该股近5个交易日累 计上涨2.08%，主力资金合计净流入3574.96万元。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 重慶鋼鐵股份有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01053 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 538,127,200 | RMB | | 1 | RMB | | 538,127,200 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 538,127,200 | RMB | | 1 | RMB | | 538,127,200 | | 2. 股份分類 | ...

Core Points - The average stock price of A-shares is 13.69 yuan, with 24 stocks priced below 2 yuan, the lowest being *ST Yuan Cheng at 0.58 yuan [1] - Among the low-priced stocks, 9 are ST stocks, accounting for 37.50% of the total [1] - The Shanghai Composite Index closed at 3914.01 points as of December 1 [1] Low-Priced Stocks Summary - The lowest priced stock is *ST Yuan Cheng at 0.58 yuan, followed by *ST Su Wu at 1.24 yuan and Chongqing Steel at 1.47 yuan [1] - In terms of market performance, 10 of the low-priced stocks increased in price, with Shandong Steel, HNA Holding, and Chongqing Steel showing gains of 2.01%, 1.73%, and 1.38% respectively [1] - Conversely, 8 stocks declined, with ST Lingnan, Energy Saving Iron Han, and *ST Hui Feng experiencing drops of 2.72%, 1.50%, and 1.12% respectively [1] Low-Priced Stocks Table - The table lists various low-priced stocks along with their latest closing prices, daily price changes, turnover rates, price-to-book ratios, and industries [1][2]

Group 1 - The average stock price of A-shares is 13.58 yuan, with 23 stocks priced below 2 yuan, the lowest being *ST Yuan Cheng at 0.58 yuan [1] - Among the low-priced stocks, 9 are ST stocks, accounting for 39.13% of the total [1] - The Shanghai Composite Index closed at 3888.60 points as of November 28 [1] Group 2 - Among the low-priced stocks, 15 increased in price today, with the highest gainers being Jin Zheng Da, Ya Bo Shares, and HNA Holdings, rising by 3.24%, 2.87%, and 2.37% respectively [1] - The stocks that decreased in price include Jiu Gang Hong Xing and Shan Ying International, with declines of 1.80% and 0.58% respectively [1] - The table lists various low-priced stocks along with their latest closing prices, daily price changes, turnover rates, price-to-book ratios, and industries [1]