友发集团7月30日公告，公司当天召开董事会，审议通过聘任李茂华、张广志为公司副总经理的议案。 李茂华和张广志的任职资格已通过董事会提名委员会审议，符合相关法律法规及公司章程规定，任期自 董事会审议通过之日起至本届董事会届满为止。 ...

证券代码：601686 证券简称：友发集团 公告编号：2025-085 债券代码：113058 转债简称：友发转债 天津友发钢管集团股份有限公司 关于新增关联方及预计 2025 年新增日常关联交易的公告 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个别及连带责任。 重要内容提示： 一、日常关联交易的基本情况 1、新增日常关联交易履行的审议程序 公司于 2025 年 7 月 24 日召开第五届董事会审计委员会第十三次会议，审议通过了《关于新增关 联方及预计 2025 年新增日常关联交易的议案》，认为公司与关联人系基于公司正常经营需要，遵循 了公平、公正、公开原则，定价原则公允，符合公司业务发展需要，有利于公司健康稳定发展，不存 在损害公司及全体股东特别是中小股东利益的行为，公司主营业务不会因上述交易对关联方形成依赖， 不会对公司独立性构成影响，同意将《关于新增关联方及预计 2025 年新增日常关联交易的议案》提 交公司董事会予以审议。 公司于 2025 年 7 月 30 日召开第五届董事会独立董事专门会议第十次会议，审议通过了《关于新 ...

证券代码：601686 证券简称：友发集团 公告编号：2025-086 债券代码：113058 转债简称：友发转债 天津友发钢管集团股份有限公司 关于聘请公司高级管理人员的公告 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个别及连带责任。 天津友发钢管集团股份有限公司（简称"公司"）于 2025 年 7 月 30 日召开第五届董 事会第十九次会议，审议通过了《关于聘任公司副总经理的议案》，现将有关事项公告 如下： 一、聘请公司高级管理人员的基本信息及履行的相关程序 李茂华先生、张广志先生任职资格已经公司董事会提名委员会审议通过，上述人员 符合相关法律法规关于高级管理人员任职资格要求，不存在《公司法》《上海证券交易 所股票上市规则》等法律法规及《公司章程》规定禁止任职的情形。 二、备查文件 1、公司第五届董事会第十九次会议决议 特此公告。 天津友发钢管集团股份有限公司董事会 根据公司业务发展需要，按照《公司法》《公司章程》及其他法律法规相关规定， 经公司总经理提名，董事会同意聘请李茂华先生、张广志先生（简历详见附件）为公司 副总经理，任 ...

| 证券代码:601686 | | --- | | 债券代码:113058 | 二、监事会会议审议情况 （一）审议通过《关于新增关联方及预计 2025 年新增日常关联交易的议案》 公司日常关联交易为正常经营业务往来，为公司正常的业务需要，对公司财务状况、经营成 果不构成重大不利影响，不会因此类业务对关联方形成依赖。 证券代码：601686 证券简称：友发集团 公告编号：2025-084 债券代码：113058 转债简称：友发转债 天津友发钢管集团股份有限公司 第五届监事会第十八次会议决议公告 本公司监事会及全体监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个别及连带责任。 一、 监事会会议召开情况 天津友发钢管集团股份有限公司（以下简称为 "公司" ）第五届监事会第十八次会议于 2025 年 7 月 30 日以现场方式召开，会议通知及相关资料于 2025 年 7 月 24 日通过电子邮件和专人送 达的方式发出。本次监事会应参加会议表决的监事 3 人，实际参加会议表决的监事 3 人，会议由 监事会主席陈克春先生主持。会议列席人员为董事会秘书。会议的召集和召 ...

人民财讯7月30日电，企查查APP显示，近日，溧阳友道新能源有限公司成立，法定代表人为徐涛，经 营范围包含：发电业务、输电业务、供(配)电业务；建设工程施工等。企查查股权穿透显示，该公司由 友发集团（601686）旗下天津友发新能源有限公司全资持股。 ...

企查查APP显示，近日，溧阳友道新能源有限公司成立，法定代表人为徐涛，经营范围包含：发电业 务、输电业务、供（配）电业务；建设工程施工等。企查查股权穿透显示，该公司由友发集团 （601686）旗下天津友发新能源有限公司全资持股。 （原标题：友发集团等在溧阳投资成立新能源公司） ...

Investment Rating - The report maintains a "Buy" recommendation for several companies in the steel sector, including Hualing Steel, Baosteel, Nanjing Steel, and others, indicating a positive outlook for their performance [3]. Core Insights - The demand for special steel is expected to rise due to the commencement of the Yajiang Hydropower Station project, with an estimated special steel demand of approximately 4-6 million tons, significantly exceeding similar hydropower projects [3][7]. - Steel prices have increased, with notable weekly price rises across various steel products, indicating a strengthening market [1][10]. - The profitability of steel manufacturers is recovering, with significant increases in gross margins for rebar, hot-rolled, and cold-rolled steel [1][2]. Price Trends - As of July 25, 2025, the price of 20mm HRB400 rebar in Shanghai is 3,450 CNY/ton, up 180 CNY/ton from the previous week, while hot-rolled and cold-rolled steel prices also saw increases of 170 CNY/ton [1][10]. - The report highlights a 5.5% weekly increase in rebar prices and a 4.6% increase in cold-rolled prices, reflecting a positive price trend in the steel market [11]. Production and Inventory - The total production of the five major steel products decreased to 8.67 million tons, with a slight weekly decline of 1.22 million tons, while total inventory also saw a decrease [2]. - Rebar production increased by 2.9 million tons to 2.1196 million tons, indicating a positive trend in production for this specific category [2]. Profitability Analysis - The report indicates that the gross profit margins for rebar, hot-rolled, and cold-rolled steel have increased by 46 CNY/ton, 45 CNY/ton, and 79 CNY/ton respectively, showcasing a recovery in profitability for steel manufacturers [1][2]. Investment Recommendations - The report recommends several companies for investment, including Hualing Steel, Baosteel, Nanjing Steel in the general steel sector, and Xianglou New Materials, CITIC Special Steel in the special steel sector, among others [3].

Group 1 - The opening of the Yarlung Zangbo River downstream hydropower project on July 19, 2025, has sparked significant interest in the A-share market, leading to the Shanghai Composite Index surpassing 3600 points and many listed companies experiencing a surge in stock prices [1] - Companies are increasingly attempting to capitalize on the popularity of the Yarlung Zangbo River project, with platforms like Shanghai Stock Exchange's e-Interaction and Shenzhen Stock Exchange's Interactive Easy becoming popular venues for these companies to "hitch a ride" on the hot topic [2][3] - The ability of listed companies to effectively engage in "hitching a ride" on market trends has improved significantly over the years, showcasing their growing sophistication in this area [3] Group 2 - Tian Kang Biological (002100.SZ) and Yuyue Medical (002223.SZ) have been recognized for their creative approaches to leveraging the Yarlung Zangbo project, with Tian Kang's strategy being particularly noted for its boldness [4] - Chongqing Steel (601005.SH) and Teruid (300001.SZ) have formed specialized technical teams to address the opportunities presented by the Yarlung Zangbo project, although questions have been raised about the timing of this decision [6] - Companies like Falan Tech (603966.SH), Anke Rui (300286.SZ), and Youfa Group (601686.SH) have been noted for their lengthy and elaborate responses regarding their involvement with the Yarlung Zangbo project, with varying degrees of clarity and relevance [8][10][11]

A股钢铁板块盘初走低，盛德鑫泰跌超11%，八一钢铁跌超6%，柳钢股份跌超4%，友发集团、包钢股 份、大中矿业跟跌。 ...

Core Viewpoint - The announcement of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, has sparked significant interest in the capital market, leading to a surge in related A-share sectors, particularly the hydropower sector, which saw a cumulative increase of 21.9% from July 21 to July 22 [1] Company Involvement - Zhejiang Fuhua Holdings has reported ongoing projects in pumped storage, with orders amounting to approximately 2 billion yuan, and has experience in high-altitude hydropower projects [3] - Far East Holdings is actively following the Yarlung Tsangpo project and is optimizing its products for the unique characteristics of the project [3] - Xihigh Institute has noted that the project will support the development of surrounding solar and wind energy resources, creating a clean energy base [4] - Rigong Energy Technology focuses on power engineering construction and has a history of providing monitoring products for major hydropower projects [4] - Zhongyuan Co. plans to participate in the bidding for equipment related to the Yarlung Tsangpo project [5] - China Electric Power Construction has confirmed its involvement in the project [7] - Huace Testing is providing environmental monitoring services for the project [7] - Jiu Steel Hongxing is prioritizing business related to the Yarlung Tsangpo project [8] - Henghua Technology emphasizes the market opportunities presented by the project and its alignment with the company's product offerings [9] - Hualing Cable has experience in major hydropower projects and is preparing to engage with the Yarlung Tsangpo project [10]