| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600117 | 西宁特钢 | 3.60 | -5.01% | 178.01万 | 6.63亿 | | 002075 | 沙钢股份 | 6.52 | -4.26% | 94.54万 | 6.27亿 | | 300881 | 盛德整泰 | 35.44 | -3.80% | 3.39万 | 1.22亿 | | 000825 | 太钢不锈 | 4.14 | -2.36% | 46.98万 | 1.96亿 | | 603995 | 角金股份 | 17.95 | -2.34% | 6.20万 | 1.12亿 | | 000708 | 中信特钢 | 12.65 | -1.63% | 16.32万 | 2.08亿 | | 002478 | 常宝股份 | 5.47 | -1.44% | 14.23万 | 7829.18万 | | 002443 | 金洲管道 | 6.88 | -1.29% | 14.15万 | 9829.39万 | | 002318 | 久立特材 ...

证券之星消息，8月13日特钢板块较上一交易日下跌0.43%，方大特钢领跌。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。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 | 6.16 | -2.38% | 32.87万 | 2.04亿 | | 002075 | 沙钢股份 | 6.81 | -1.73% | 118.07万 | 8.12亿 | | 002443 | 金洲管道 | 6.97 | -1.41% | 0 11.28万 | 7883.56万 | | 300881 | 盛德整泰 | 36.84 | -1.07% | 2.77万 | 1.02亿 | | 600117 | 西宁特钢 | 3.79 | -0.26% | 135.41万 | 5.16亿 | | 000825 | 太钢不锈 | 4.24 | -0.24% | 27.26万 | 1.16亿 | | 000708 | 中信特钢 | 1 ...

内容概况：在城市化进程持续加速与基础设施建设需求不断攀升的双重驱动下，桥梁作为城市交通脉络 的关键节点，其建设规模与质量要求日益提升，进而为桥梁板市场注入了强劲的发展动能。2025年上半 年，中国重点统计企业桥梁板带产量为134万吨，同比增长3.8%。 相关上市企业：鞍钢股份（000898）、三钢闽光（002110）、河钢股份（000709）、中信特钢 （000708）、本钢板材（000761）、首钢股份（000959） 相关企业：鞍钢集团矿业有限公司、国家能源投资集团有限责任公司、立邦涂料（中国）有限公司、佐 敦涂料（张家港）有限公司、中国交通建设股份有限公司、中国中铁股份有限公司、中国铁建股份有限 公司、上海建工集团股份有限公司、厦门双瑞船舶涂料有限公司、中国神华能源股份有限公司 关键词：桥梁板、桥梁板市场规模、桥梁板行业现状、桥梁板发展趋势 一、行业概述 桥梁板是制造桥梁结构件的专用厚钢板，采用桥梁建筑用碳素钢或低合金钢制造，钢号末尾标 注"q"（桥的拼音首字母）以标识其专用属性。其核心功能是承受桥梁的载荷与冲击，需具备高强度、 高韧性、抗疲劳性、低温韧性及耐大气腐蚀性等特性。 | ◆ 行业现状 Cha ...

Market Overview - The special steel sector experienced a decline of 0.52% on August 12, with Xining Special Steel leading the drop [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Stock Performance - Notable stock performances include: - Xianglou New Material (301160) closed at 67.18, up 1.11% with a trading volume of 49,900 shares and a transaction value of 337 million [1] - Jinzhu Pipeline (002443) closed at 7.07, up 0.71% with a trading volume of 176,300 shares [1] - Xining Special Steel (600117) closed at 3.80, down 3.06% with a trading volume of 1,569,500 shares and a transaction value of 602 million [2] Capital Flow - The special steel sector saw a net outflow of 11.4651 million from institutional investors and 24.801 million from speculative funds, while retail investors had a net inflow of 36.2661 million [2] - Detailed capital flow for specific stocks includes: - Fangda Special Steel (600507) had a net outflow of 44.5179 million from institutional investors [3] - Xianglou New Material (301160) saw a net inflow of 15.41 million from institutional investors [3] - Sand Steel (002075) experienced a significant net outflow of 20.4262 million from institutional investors [3]

Group 1 - The merger of the Shenzhen Main Board and the SME Board has been completed for one year, resulting in 28 companies going public (IPO) and raising over 23 billion yuan [1] - Total financing and transactions involving over 660 companies reached more than 730 billion yuan, with nearly 1,500 main board companies having a total market value exceeding 22 trillion yuan [1][2] - The merger has enhanced market vitality and resilience, improving direct financing and resource allocation efficiency, thereby better serving the real economy and supporting national development strategies [1][2] Group 2 - In the past year, 166 refinancing transactions were completed by main board companies, raising a total of approximately 329.99 billion yuan, with manufacturing companies accounting for 66.62% of this amount [2] - A total of 43 major asset restructuring transactions were completed, with a transaction amount of approximately 230.53 billion yuan [2] - The merger has created a broader and deeper market segment, catering to the financing needs of companies at different development stages [2] Group 3 - As of the end of March, 547 main board companies reported an average revenue of 15.46 billion yuan, reflecting a year-on-year growth of 29.61%, and an average net profit of 1.11 billion yuan, with a year-on-year increase of 26.47% [3] - Notable companies such as BOE Technology Group, BYD, and SF Express reported revenues exceeding 100 billion yuan, while 32 companies achieved net profits over 5 billion yuan [3] - The manufacturing sector showed strong performance, with 279 companies in industries like chemicals, machinery, electronics, and pharmaceuticals reporting net profit growth exceeding 50% [3] Group 4 - The government has emphasized the need for capital market reforms, including the implementation of a stock issuance registration system to promote stable and healthy market development [4] - The merger has led to effective operation of various institutional rules, contributing to a stable market environment that aligns with market expectations [4] - The merger is seen as a necessary step in building a clear market system and strengthening the foundation for comprehensive registration system implementation [4]

Investment Rating - The report maintains a "Buy" rating for several steel companies, including Hualing Steel, Baosteel, Nanjing Steel, and others, based on their projected earnings and valuation metrics [3]. Core Viewpoints - Steel demand is entering a seasonal downturn, with a focus on production restrictions in North China. The recent announcement of new coal safety regulations has led to rising prices in the coking coal sector. Despite high supply levels, steel mill profits are declining. Anticipation of production cuts around the September 3 military parade may temporarily suppress steel supply [3][6]. - Long-term capacity management remains a key theme, with a combination of market-oriented and administrative measures expected to optimize crude steel supply. The gradual release of new iron ore capacity is anticipated to restore profitability for steel companies [3][6]. Summary by Sections Price Trends - As of August 8, 2025, steel prices showed mixed trends. The price of 20mm HRB400 rebar in Shanghai was 3,330 CNY/ton, down 20 CNY/ton from the previous week. Hot-rolled steel increased by 40 CNY/ton to 3,470 CNY/ton, while cold-rolled steel rose by 10 CNY/ton to 3,870 CNY/ton [1][9]. Production and Inventory - The total production of five major steel varieties reached 8.69 million tons, an increase of 17,900 tons week-on-week. Rebar production rose by 101,200 tons to 2.2118 million tons. Total social inventory increased by 201,600 tons to 9.6149 million tons [2][3]. Profitability - Steel profits have decreased, with estimated gross margins for rebar, hot-rolled, and cold-rolled steel declining by 67 CNY/ton, 16 CNY/ton, and 28 CNY/ton respectively. Electric arc furnace steel margins also fell by 22 CNY/ton [1][3]. Investment Recommendations - The report recommends several companies for investment: Hualing Steel, Baosteel, Nanjing Steel in the flat steel sector; Xianglou New Materials, CITIC Special Steel, Yongjin Co. in the special steel sector; and Jiuli Special Materials, Youfa Group, Wujin Stainless in the pipe materials sector. It also suggests monitoring high-temperature alloy companies like Fushun Special Steel [3][6].

证券之星消息，8月8日特钢板块较上一交易日上涨1.9%，沙钢股份领涨。当日上证指数报收于3635.13， 下跌0.12%。深证成指报收于11128.67，下跌0.26%。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 | 7.01 | 6.53% | 259.22万 | | 18.25 亿 | | 600117 | 西宁特钢 | 4.07 | 5.44% | 307.85万 | | 12.20亿 | | 603995 | 角金股份 | 18.10 | 1.74% | 7.44万 | | 1.34亿 | | 000708 | 中信特钢 | 13.00 | 1.56% | 14.32万 | | 1.85亿 | | 000825 | 太钢不锈 | 4.28 | 1.42% | 34.51万 | | 1.47亿 | | 002318 | 久立特材 | 22.68 | 1.34% | 10.48万 | | 2.37亿 | | 30088 ...

Group 1 - The total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 708,000 yuan [1] - Over 21% of secretaries earn more than 1 million yuan annually, indicating a significant portion of high earners in this role [1] - The age distribution shows that 50% of secretaries are between 40 and 50 years old, while 36% are 40 years old or younger, and 14% are over 50 [1] Group 2 - The average annual salary for secretaries in the pharmaceutical and medical services sector is 687,600 yuan [2] - Salary distribution reveals that 46% earn below 500,000 yuan, 36% earn between 500,000 and 1 million yuan, 11% earn between 1 million and 2 million yuan, and 7% earn over 2 million yuan [2] - The top three highest-paid secretaries are from Baosteel, CITIC Special Steel, and Xianglou New Materials, with salaries of 2.217 million yuan, 2.179 million yuan, and 1.977 million yuan respectively [2]

其中，年薪排行前三的董秘分别为宝钢股份的王娟、中信特钢的王海勇、翔楼新材的钱雅琴，三人年薪 分别为221.70万元、217.94万元、197.74万元。其中，钱雅琴年仅38岁，于45岁以下董秘中薪资排名第 一。 任职满一年的董秘中，薪酬最低的三名董秘分别为西宁特钢的焦付良、常宝股份的刘志峰、沙钢股份的 杨华，三人年薪分别为23.47万元、38万元、39.5万元。 从薪酬变动幅度看，中信特钢的王海勇薪酬降幅最大，同比降幅达244.17%；首钢股份乔雨菲薪酬增幅 最大，同比涨幅达51.78%。 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，统计数据显示，剔除董秘已离任公司后，A股共有28家普钢、特钢公司，其聘任总体情况 如下（部分统计口径剔除无效数据）。 从董秘的年龄分布来看，40岁-50岁董秘是市场的中坚力量，占比共计达到50%；50岁以上的董秘占比 为14%；小于或等于40岁的董秘群体占比为36%。其中，目前仍任职的最年轻的男上市公司董秘年龄3 ...

Core Viewpoint - The joint statement from major steel companies highlights the irrational price surge of molybdenum iron, leading to a suspension of its procurement to protect the supply chain of high-end manufacturing equipment [1][2][7]. Group 1: Market Dynamics - Molybdenum iron prices have significantly increased, with a rise from 238,000 RMB/ton to 272,000 RMB/ton in July, marking a 14.3% increase [2][3]. - The price surge is attributed to a supply-demand imbalance, exacerbated by a mining accident that affected a key producer, leading to heightened concerns over supply shortages [3][4]. - The demand for molybdenum iron is driven by the growth in high-end manufacturing and energy sectors, with expectations of continued price strength due to limited supply and increasing demand [4][5]. Group 2: Industry Response - The three steel companies called for a return to fundamental pricing, urging the industry to resist speculative trading and ensure prices reflect true supply and demand [7][8]. - They emphasized the importance of industry self-discipline and cooperation to stabilize prices of key raw materials like molybdenum iron and molybdenum concentrate [7]. - The companies committed to participating in industry dialogue and supporting the national initiative against excessive competition to ensure stable supply and reasonable pricing of molybdenum iron [7][8].