钢铁周报 20260125 安保预期趋严，关注原料补库节奏 glmszqdatemark 重点公司盈利预测、估值与评级 | 代码 | 简称 | 股价 | | EPS（元） | | | PE（X） | | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | | | 000932.SZ | 华菱钢铁 | 6.16 | 0.50 | 0.60 | 0.66 | 12 | 10 | 9 | 推荐 | | 600019.SH | 宝钢股份 | 7.24 | 0.49 | 0.56 | 0.62 | 15 | 13 | 12 | 推荐 | | 600282.SH | 南钢股份 | 5.81 | 0.46 | 0.50 | 0.56 | 13 | 12 | 10 | 推荐 | | 301160.SZ | 翔楼新材 | 69.52 | 2.01 | 2.70 | 3.66 | 35 | 26 | 19 | 推荐 | | 000 ...

证券之星消息，1月23日普钢板块较上一交易日上涨1.53%，酒钢宏兴领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。普钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600307 | 酒钢宏兴 | 2.07 | 10.11% | 238.02万 | | 4.73亿 | | 603878 | 武进不锈 | 8.98 | 10.05% | 52.55万 | | 4.56 Z | | 002110 | 三钢闽光 | 4.66 | 4.95% | 65.20万 | | 2.97亿 | | 600010 | 包钢股份 | 2.58 | 3.61% | 1337.62万 | | 33.82亿 | | 600569 | 安阳钢铁 | 2.55 | 3.24% | 44.94万 | | 1.12亿 | | 600282 | 南钢股份 | 5.81 | 3.20% | 67.48万 | | 3.90亿 | | 601 ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 22, 2026 [1][5] - The stock "奥特维" (code: 688516.SH) leads with a daily increase of 14.41% and a year-to-date increase of 65.73%, with a dividend yield of 3.21% [1][5] - Other notable performers include "九丰能源" (code: 605090.SH) with a daily increase of 5.95% and a year-to-date increase of 21.51%, and "中国海滩" (code: 600938.SH) with a daily increase of 4.12% and a year-to-date increase of 5.43% [1][5] Group 2 - The overall dividend yield for the index is reported at 4.76%, with a historical price-to-earnings (P/E) ratio of 11.75 times and an expected P/E ratio of 11.07 times [2] - The data indicates a positive trend in stock performance, with several companies showing significant year-to-date gains, suggesting a favorable investment environment [4][8]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-22 | 友发集团 | 601686 | 5.63 | 201.55 | 35.8 | 中信证券股份有限 公司天津迎永道证 | 中信证券股份有限 公司天津迎永道证 | | 1月22日，友发集团大宗交易成交35.8万股，成交额201.55万元，占当日总成交额的1.93%，成交价5.63元，较市场收盘价6.41元折价12.17%。 ...

证券日报网讯1月21日，友发集团在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东人 数约为3.4万户。 ...

Group 1 - The National Development and Reform Commission will hold a press conference to discuss the implementation of the Central Economic Work Conference's spirit and promote a good start for the "14th Five-Year Plan" [1] - The Ministry of Finance will also hold a press conference to elaborate on the role of proactive fiscal policy in promoting high-quality economic and social development [1] Group 2 - The Loan Prime Rate (LPR) for one-year and five-year terms will be announced on January 20 [2] Group 3 - Domestic refined oil prices are expected to see their first increase of the year, with consumer fuel costs projected to rise slightly [3] - The current oil price adjustment pattern has been "zero increase, zero decrease, one suspension" since the beginning of the year [3] Group 4 - A total of 10.44 billion shares will be unlocked today, with a combined market value of 7.206 billion yuan [4] - Shanxi Coking Coal, Kexin New Materials, and Shenyu Co., Ltd. have the highest unlock volumes, with 1.037 billion shares, 3.3315 million shares, and 2.706 million shares respectively [4] - The highest unlock market value is from Shanxi Coking Coal at 7.03 billion yuan [4] Group 5 - Four companies have disclosed stock repurchase progress, with one company proposing a repurchase amount exceeding 100 million yuan [5] - The highest proposed repurchase amount is from Aotai Biology, not exceeding 200 million yuan [5] - Two companies have had their repurchase plans approved by shareholders, with the highest amounts being 600 million yuan and 5.6307 million yuan respectively [5] Group 6 - Five companies have announced progress on private placements, with the highest fundraising amount proposed by Huashi Technology at not exceeding 446 million yuan [6] - Changhua Chemical has completed its private placement with a total fundraising amount of 155 million yuan [6] Group 7 - Two A-shares will undergo equity registration today, with dividend distributions planned [7] - The highest dividend payouts are from Youfa Group and Huangshan Tourism, with 3.00 yuan and 0.70 yuan per 10 shares respectively [7]

证券之星消息，1月19日普钢板块较上一交易日上涨0.82%，南钢股份领涨。当日上证指数报收于 4114.0，上涨0.29%。深证成指报收于14294.05，上涨0.09%。普钢板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600808 | 司钢股份 | 8479.80万 | 13.64% | -833.02万 | -1.34% | -7646.78万 | -12.30% | | 000932 | 华菱钢铁 | 4099.60万 | 7.12% | -4875.87万 | -8.47% | 776.27万 | 1.35% | | 656000 | 首钢股份 | 1101.50万 | 4.07% | 485.70万 | 4 1.80% | -1587.20万 | -5.87% | | 000778 | 新兴铸管 | 962.49万 | 3.07% | -65.16万 | -0.21% | -8 ...

（记者 曾健辉） 每经AI快讯，友发集团1月19日晚间发布公告称，近日，公司收到部分实际控制人函告，自2025年7月 10日-2026年1月16日，实际控制人减持公司可转债2,003,450张，占公司发行总量的10.02%。 每经头条（nbdtoutiao）——短剧大爆发，吸纳69万人就业！一度送外卖的演员也找到工作：收入还算 可观但太累，剧组常备速效救心丸，拍睡觉戏真能睡着 ...

格隆汇1月19日丨友发集团(601686.SH)公布，近日，公司收到部分实际控制人函告，自2025年7月10 日-2026年1月16日，实际控制人减持公司可转债200.35万张，占公司发行总量的10.02%。 ...

经中国证券监督管理委员会《关于核准天津友发钢管集团股份有限公司公开发行可转换 公司债券的批复》（证监许可[2022]328 号）核准，天津友发钢管集团股份有限公司（以下 简称"公司"）于 2022 年 3 月 30 日公开发行了 2,000.00 万张可转换公司债券，每张面值 100 元，发行总额 200,000.00 万元。其中，实际控制人配售 9,468,700 张，占此次可转债发 行总量的 47.34%。 证券代码：601686 证券简称：友发集团 公告编号：2026-012 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 关于实际控制人减持公司可转债的公告 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。 一、实际控制人配售可转债情况 | 持有人 | 本次减持前持 | 本次减持前 | 本次减持 | 本次减持数 | 本次减持后持 | 本次减持后 占发行总量 | | --- | --- | --- | --- | --- | --- | --- | | | 有数量（张） | 占发行数量 | 数 ...