股票研究 /[Table_Date] 2026.02.01 25Q4 板块预披业绩总亏约 119 亿 [Table_Industry] 钢铁 ——钢铁行业周度更新报告 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 李鹏飞(分析师) | 010-83939783 | lipengfei2@gtht.com | S0880519080003 | | 刘彦奇(分析师) | 021-23219391 | liuyanqi@gtht.com | S0880525040007 | | 魏雨迪(分析师) | 021-38674763 | weiyudi@gtht.com | S0880520010002 | | 王宏玉(分析师) | 021-38038343 | wanghongyu@gtht.com | S0880523060005 | 本报告导读： [Table_Report] 相关报告 钢铁《钢铁行业周报数据库 20260126》 2026.01.26 钢铁《2025 年粗钢产量下降 4.4%》2026.01.25 钢铁《铁矿库存 ...

钢铁周报 20260201 原料补库基本完成，关注地产政策变化 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 | 6.27 | 0.50 | 0.60 | 0.66 | 12 | 10 | 9 | 推荐 | | 600019.SH | 宝钢股份 | 7.30 | 0.49 | 0.56 | 0.62 | 15 | 13 | 12 | 推荐 | | 600282.SH | 南钢股份 | 5.83 | 0.46 | 0.50 | 0.56 | 13 | 12 | 10 | 推荐 | | 301160.SZ | 翔楼新材 | 64.92 | 2.01 | 2.70 | 3.66 | 3 ...

证券之星消息，1月30日特钢板块较上一交易日下跌0.17%，抚顺特钢领跌。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。特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) | | | --- | --- | --- | --- | --- | --- | --- | | 000708 | 中信特朗 | 16.42 | 3.27% | 32.68万 | | 5.31亿 | | 600507 | 方大特钢 | 6.48 | 1.09% | 76.07万 | | 4.94亿 | | 002478 | 常宝股份 | 68.6 | 0.71% | 45.55万 | | 4.42亿 | | 002443 | 金洲管道 | 8.69 | 0.58% | 15.39万 | | 1.32亿 | | 300881 | 盛德整泰 | 40.08 | 0.17% | 1.96万 | | 7785.33万 | | 301160 | 翔楼新材 | 64.92 | -0.93% | 1.90万 | | 1.23亿 | | 60399 ...

证券之星消息，1月29日特钢板块较上一交易日下跌0.39%，常宝股份领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。特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) | | --- | --- | --- | --- | --- | --- | | 000708 | 中信特钢 | 15.90 | 1.47% | 26.53万 | 4.19亿 | | 600507 | 方大特钢 | 6.41 | 0.94% | 67.80万 | 4.39亿 | | 600399 | 抚顺特钢 | 6.82 | 0.44% | 104.32万 | 7.21亿 | | 600117 | 西宁特钢 | 66.7 | 0.34% | - 36.66万 | 1.10亿 | | 002075 | 沙钢股份 | 5.96 | -0.50% | 63.75万 | 3.83亿 | | 603995 | 更美股份 | 19.47 | -0.92% | 8.16万 | 1.61亿 | | 000825 | 太钢不锈 | 5.44 | -1 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002318 | 久立特材 | 35.43 | 7.36% | 20.62万 | | 6.98 亿 | | 000825 | 太钢不锈 | 5.52 | 2.99% | 126.37万 | | 6.85 Z | | 600507 | 方大特钢 | 6.35 | 2.25% | 33.00万 | | 2.08亿 | | 300881 | 感德整表 | 41.45 | 1.62% | - 3.03万 | | 1.25亿 | | 600117 | 西宁特钢 | 2.98 | 1.36% | 29.54万 | | 8729.04万 | | 603995 | 角金股份 | 19.65 | 1.08% | 6.26万 | | 1.22亿 | | 000708 | 中信特钢 | 15.67 | 0.19% | 23.02万 | | 3.58亿 | | 002075 | 沙钢股份 | 5.99 | 0.00% | 58.92万 | | 3.52亿 ...

证券之星消息，1月27日特钢板块较上一交易日下跌0.74%，方大特钢领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。特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) | | | --- | --- | --- | --- | --- | --- | --- | | 002318 | 久立特材 | 33.00 | 4.53% | 15.32万 | | 5.01亿 | | 002478 | 常宝股份 | 10.32 | 4.45% | 43.70万 | | 4.43 Z | | 600399 | 抚顺特钢 | 6.98 | 2.50% | 132.10万 | | 9.01亿 | | 301160 | 翔楼新材 | 68.20 | 1.10% | - 3.43万 | | 2.29亿 | | 300881 | 感德登泰 | 40.79 | 0.69% | 3.29万 | | 1.32亿 | | 603995 | 角金股份 | 19.44 | -0.97% | 6.28万 | | 1.21亿 | | 0024 ...

证券之星消息，1月26日特钢板块较上一交易日下跌1.28%，常宝股份领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。特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) | | | --- | --- | --- | --- | --- | --- | --- | | 600507 | 方大特钢 | 6.40 | 2.07% | 49.45万 | | 3.13亿 | | 603995 | 角金股份 | 19.63 | -0.20% | 7.63万 | | 1.50亿 | | 000708 | 中信特钢 | 15.98 | -0.68% | 18.54万 | | 2.97亿 | | 000825 | 太钢不锈 | 5.51 | -1.08% | 126.28万 | | 2666"9 | | 600117 | 西宁特钢 | 3.01 | -1.31% | 39.14万 | | 1.18亿 | | 002075 | 沙钢股份 | 6.15 | -1.60% | 123.67万 | | 7.74亿 | | 3 ...

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 ...

Core Viewpoint - The Shenzhen State-Owned Enterprises Shareholder Return Index (970064) closed at 1740.66 points, down 0.25%, with a trading volume of 37.125 billion yuan and a turnover rate of 1.46% [1] Group 1: Index Performance - On the day, 31 constituent stocks rose, with North New Building Materials leading with a 4.99% increase, while 17 stocks fell, with Shanjin International leading the decline at 2.07% [1] - The index's top ten constituent stocks include: - BOE Technology Group (sz000725) with a weight of 9.45%, closing at 4.40 yuan, down 1.35% [1] - Wuliangye Yibin (sz000858) with a weight of 9.34%, closing at 102.76 yuan, down 0.28% [1] - Hikvision (sz002415) with a weight of 7.48%, closing at 32.09 yuan, down 1.56% [1] - XCMG Machinery (sz000425) with a weight of 6.90%, closing at 10.86 yuan, down 1.54% [1] - Weichai Power (sz000338) with a weight of 6.24%, closing at 22.36 yuan, down 0.89% [1] Group 2: Capital Flow - The net outflow of main funds from the index's constituent stocks totaled 872 million yuan, while retail investors saw a net inflow of 1.149 billion yuan [1] - Detailed capital flow for selected stocks includes: - Yuexiu Capital (000987) with a main fund net inflow of 107 million yuan, but retail outflows of 54.4 million yuan [2] - Huazhong Steel (000932) with a main fund net inflow of 85.6 million yuan, but retail outflows of 33.9 million yuan [2] - Yun Aluminum (000807) with a main fund net inflow of 54.8 million yuan, but retail outflows of 68.3 million yuan [2]

证券之星消息，1月22日特钢板块较上一交易日上涨2.06%，沙钢股份领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。特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) | | | --- | --- | --- | --- | --- | --- | --- | | 002075 | 沙钢股份 | 5.97 | 7.18% | 132.13万 | | 7.73亿 | | 668009 | 抚顺特钢 | 6.66 | 4.72% | 120.80万 | | 8.01亿 | | 600507 | 方大特钢 | 6.31 | 4.30% | 45.89万 | | 2.85亿 | | 300881 | 盛德整泰 | 66'65 | 3.57% | - 3.99万 | | 1.59亿 | | 002478 | 常宝股份 | 10.03 | 3.08% | 44.92万 | | 4.49 Z | | 600117 | 西宁特钢 | 2.98 | 2.41% | 43.20万 | | 1.27亿 | | 00231 ...