南财智讯1月28日电，友发集团公告，预计2025年全年归属于上市公司股东的净利润为6.46亿元—7.06亿 元，同比预增52.11%—66.23%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为 4.33亿元—4.93亿元，同比预增35.24%—53.98%；主要变动原因为：（一）公司2025年度钢管产销规模 同比略有增长，销售钢管的毛利率约为3.25%，同期毛利率约为2.85%，同比增长0.4个百分点；（二） 公司全资子公司唐山友发新型建筑器材有限公司作为有限合伙人出资2,000万元，与专业投资机构共同 投资了"天津砺思星沐创业投资基金合伙企业（有限合伙）"（以下简称"砺思星沐基金"），占砺思星沐 基金认缴出资总额的4.9875%。砺思星沐基金对沐曦集成电路（上海）股份有限公司（以下简称"沐曦 股份"）进行了相应投资，故公司间接持有34.17万股沐曦股份。据企业会计准则相关规定，公司对沐曦 股份的投资划分为"以公允价值计量且其变动计入当期损益的金融工具"，并列报在"其他非流动金融资 产"。本报告期非经常性损益较上年有大幅增长，主要为投资沐曦股份产生的公允价值变动收益（按照 沐曦股份2025 ...

友发集团公告称，预计2025年年度归属于公司股东的净利润为6.46亿元到7.06亿元，同比增长52.11%到 66.23%；扣非净利润为4.33亿元到4.93亿元，同比增长35.24%到53.98%。业绩预增主因是本年度钢管产 销规模略有增长，销售毛利率提升0.4个百分点；间接持有34.17万股沐曦股份，产生约1.1亿元公允价值 变动收益。本次业绩预告未经审计，投资收益或有波动风险。 ...

Investment Rating - The report maintains a "Buy" rating for several key companies in the steel industry, including Hualing Steel, Baosteel, Nanjing Steel, and others, indicating a positive outlook for their performance [2][3]. Core Insights - The report highlights a tightening security expectation in the steel industry following a serious safety incident at Baogang Steel, which has led to increased scrutiny and potential impacts on production [9]. - It notes that while steel prices have decreased recently, the overall demand-supply dynamics are showing signs of marginal improvement, with steel mills expected to recover profits in the near term [9]. - The report emphasizes the shift towards high-end product exports, suggesting that leading companies will benefit from a transition from scale expansion to quality and efficiency improvements [9]. Summary by Sections Domestic Steel Market - As of January 23, 2026, steel prices have declined, with rebar priced at 3,260 CNY/ton, down 60 CNY from the previous week [15][16]. - The report indicates an increase in production, with total output for major steel products reaching 8.2 million tons, a slight increase from the previous week [9][12]. International Steel Market - The U.S. steel market shows stable prices, with hot-rolled coil prices at 1,050 USD/ton, unchanged from the previous week [27][29]. - European steel prices have seen slight increases, with hot-rolled prices rising to 745 USD/ton [27][29]. Raw Materials and Shipping Market - Domestic iron ore prices are fluctuating, with local prices for iron concentrate around 750 CNY/ton, while imported iron ore prices are showing a downward trend [31][34]. - The report notes that the shipping market has seen an increase, indicating potential cost pressures for raw material imports [31]. Production and Inventory - The report states that as of January 23, 2026, total steel inventory has increased, with social inventory rising by 21,400 tons to 8.6746 million tons [9][12]. - The production of rebar has increased to 1.9955 million tons, reflecting a recovery in output levels [9][12]. Profitability Analysis - The report provides a profitability outlook, indicating that the average gross margins for rebar and hot-rolled steel have shown fluctuations, with rebar margins decreasing by 8 CNY/ton [9][12]. - It suggests that the profitability of steel mills is expected to improve as demand conditions stabilize [9].

Market Performance - The steel sector saw an increase of 1.53% on January 23, with Jiugang Hongxing leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Individual Stock Performance - Jiugang Hongxing (600307) closed at 2.07, with a rise of 10.11% and a trading volume of 2.38 million shares, amounting to a transaction value of 473 million yuan [1] - Wujin Stainless Steel (603878) also saw a significant increase of 10.05%, closing at 8.98 with a trading volume of 525,500 shares [1] - Other notable performers included Sangang Min Guang (002110) with a 4.95% increase, Baogang Co. (600010) up 3.61%, and Anyang Steel (600569) up 3.24% [1] Capital Flow Analysis - The steel sector experienced a net inflow of 397 million yuan from main funds, while retail funds saw a net outflow of 169 million yuan [2] - Main funds showed significant net inflows in stocks like Baogang Co. (600010) with 194 million yuan and Jiugang Hongxing (600307) with 145 million yuan [3] - Conversely, retail investors had notable outflows from Jiugang Hongxing and Baogang Co., indicating a shift in investor sentiment [3]

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]

Group 1 - The core point of the news is that Youfa Group executed a block trade on January 22, involving 358,000 shares at a transaction value of 2.0155 million yuan, which accounted for 1.93% of the total trading volume for that day [1][2] - The transaction price was 5.63 yuan per share, representing a discount of 12.17% compared to the market closing price of 6.41 yuan [1][2]

Group 1 - The core point of the article is that Youfa Group has approximately 34,000 shareholders as of January 20, 2026 [1]

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]

Market Performance - The steel sector saw an increase of 0.82% on January 19, with Nanjing Steel leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Individual Stock Performance - Nanjing Steel (600282) closed at 5.46, up 3.80% with a trading volume of 700,900 shares and a transaction value of 380 million yuan [1] - Other notable performers included: - Sijiang Steel (600808) at 4.13, up 3.77% with a transaction value of 622 million yuan [1] - Hualing Steel (000932) at 5.66, up 3.28% with a transaction value of 576 million yuan [1] - Benxi Steel (000761) at 3.30, up 3.12% with a transaction value of 51.21 million yuan [1] Capital Flow Analysis - The steel sector experienced a net outflow of 179 million yuan from main funds, while retail investors saw a net inflow of 176 million yuan [2] - Notable capital flows included: - Sijiang Steel had a main fund net inflow of 84.80 million yuan, but a retail net outflow of 76.47 million yuan [3] - Hualing Steel had a main fund net inflow of 40.99 million yuan, with a retail net inflow of 0.78 million yuan [3]

Group 1 - The core point of the article is that Youfa Group announced a reduction in convertible bonds by its actual controller, which will take place from July 10, 2025, to January 16, 2026, amounting to 2,003,450 bonds, representing 10.02% of the total issued [1] Group 2 - The news highlights the significant employment impact of the short drama industry, which has created jobs for 690,000 people [1] - It mentions that actors, including those who previously worked as delivery personnel, have found employment in this sector, with income being relatively decent but the work being exhausting [1] - The article notes that film crews often keep emergency medical supplies on hand, indicating the demanding nature of the work, and that actors can genuinely fall asleep during sleep scenes [1]