Market Overview - The special steel sector increased by 1.74% on January 19, with Jinzhou Pipeline 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] Stock Performance - Jinzhou Pipeline (002443) closed at 9.35, up 7.72% with a trading volume of 451,900 shares and a turnover of 417 million yuan [1] - Changbao Co. (002478) closed at 9.48, up 5.80% with a trading volume of 636,300 shares and a turnover of 601 million yuan [1] - Shengde Zhengtai (300881) closed at 38.27, up 5.17% with a trading volume of 45,000 shares and a turnover of 171 million yuan [1] - Jiuli Special Materials (002318) closed at 30.10, up 4.33% with a trading volume of 159,300 shares and a turnover of 476 million yuan [1] - Fangda Special Steel (600507) closed at 5.95, up 2.41% with a trading volume of 273,200 shares and a turnover of 161 million yuan [1] Capital Flow - The special steel sector experienced a net outflow of 128 million yuan from institutional investors, while retail investors saw a net inflow of 78.89 million yuan [2] - The main capital flow for Fangda Special Steel (600507) showed a net inflow of 16.76 million yuan from institutional investors [3] - Shengde Zhengtai (300881) had a net inflow of 14.64 million yuan from institutional investors, but a net outflow of 16.98 million yuan from retail investors [3]

Investment Rating - The report maintains a "Buy" rating for the steel industry, recommending several key companies [2][3]. Core Insights - The supply-demand situation is improving, leading to a potential recovery in profits for the steel industry. The report highlights that production of major steel products has increased, while total inventory has decreased, indicating a positive shift in market dynamics [7][30]. - The report emphasizes that the profitability of steel manufacturers is expected to recover in the short term due to improved supply-demand conditions and stable cost support from raw materials [7][30]. Summary by Sections 1. Domestic Steel Market - As of January 16, steel prices have risen, with HRB400 rebar priced at 3,320 CNY/ton, up 40 CNY/ton from the previous week. Other products like high-line and hot-rolled steel also saw price increases [13][14]. 2. Production and Inventory - The total production of five major steel products reached 8.19 million tons, an increase of 0.62 million tons week-on-week. Total inventory decreased by 11,700 tons to 865,320 tons, indicating a positive trend in inventory management [7][30]. 3. Profitability - The report notes a decline in steel profits, with average margins for rebar, hot-rolled, and cold-rolled steel decreasing by 13 CNY/ton, 4 CNY/ton, and 18 CNY/ton respectively. However, the overall outlook for profit recovery remains optimistic [7][30]. 4. Key Company Recommendations - Recommended companies include: - General Steel Leaders: Hualing Steel, Baosteel, Nanjing Steel - Special Steel Sector: Xianglou New Materials, CITIC Special Steel, Fangda Special Steel - Pipe Manufacturers: Jiuli Special Materials, Youfa Group, Changbao Co. - Raw Material Sector: Dazhong Mining (iron ore + lithium ore), Fangda Carbon [7][30].

证券之星消息，1月15日特钢板块较上一交易日上涨0.08%，甬金股份领涨。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。特钢板块个股涨跌见下表： 从资金流向上来看，当日特钢板块主力资金净流入3438.47万元，游资资金净流出6629.34万元，散户资金 净流入3190.87万元。特钢板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000825 太钢不锈 | | 4673.10万 | 4.36% | -4153.27万 | -3.88% | -519.82万 | -0.48% | | 600399 抚顺特钢 | | 2576.49万 | 2.19% | -2219.51万 | -1.89% | -356.98万 | -0.30% | | 002443 | 金洲管道 | 1684.73万 | 8.64% | -548.64万 | -2.81% ...

Market Overview - The special steel sector experienced a decline of 0.31% on January 14, with Fushun Special Steel leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Stock Performance - Notable stock performances include: - Changbao Co., Ltd. (002478) rose by 9.99% to a closing price of 8.92, with a trading volume of 624,500 shares and a transaction value of 539 million [1] - Jinzhu Pipeline (002443) increased by 1.88% to 8.67, with a trading volume of 275,200 shares [1] - Taiyuan Iron & Steel (000825) saw a slight increase of 1.53% to 5.32, with a trading volume of 1,698,400 shares [1] - Other stocks like Xining Special Steel (600117) and CITIC Special Steel (000708) experienced minor declines of 0.34% and 0.44%, respectively [1] Capital Flow - The special steel sector saw a net outflow of 24.62 million from institutional investors and 48.36 million from retail investors, while retail investors had a net inflow of 72.99 million [2] - The capital flow for specific stocks indicates: - Changbao Co., Ltd. had a net inflow of 1.24 billion from institutional investors, but a net outflow of 74.27 million from retail investors [3] - Xining Special Steel had a net inflow of 10.68 million from institutional investors, while retail investors experienced a net outflow of 11.70 million [3] - Taiyuan Iron & Steel faced a net outflow of 135.03 million from institutional investors, but retail investors had a net inflow of 220.43 million [3]

Market Overview - The special steel sector experienced a decline of 1.05% on January 13, with Taiyuan Iron and Steel leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable performers in the special steel sector included: - Shagang Co., Ltd. (002075) with a closing price of 5.94, up 2.41% and a trading volume of 1.3876 million shares, totaling 8.24 billion yuan [1] - Fushun Special Steel (668009) closed at 7.22, up 2.27% with a trading volume of 2.7285 million shares, totaling 19.92 billion yuan [1] - Taiyuan Iron and Steel (000825) closed at 5.24, down 5.92% with a trading volume of 1.8381 million shares, totaling 9.79 billion yuan [2] Capital Flow - The special steel sector saw a net outflow of 98.2152 million yuan from institutional investors, while retail investors had a net inflow of 112 million yuan [2] - The capital flow for specific stocks included: - Shagang Co., Ltd. had a net inflow of 60.3244 million yuan from institutional investors [3] - Fushun Special Steel experienced a net inflow of 51.0475 million yuan from institutional investors [3] - Taiyuan Iron and Steel had a significant net outflow of 21.4182 million yuan from institutional investors [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 公司对乔端先生为公司公开发行可转换公司债券项目工作所作出的积极贡献表示衷心的感谢。 证券代码：000708 证券简称：中信特钢 公告编号：2026-002 中信泰富特钢集团股份有限公司 关于变更持续督导保荐代表人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 中信泰富特钢集团股份有限公司（以下简称"公司"）公开发行可转换公司债券（以下简称"本项目"）委 托中信证券股份有限公司（以下简称"中信证券"）及五矿证券有限公司（以下简称"五矿证券"）担任公 司本项目的联席保荐机构。该项目的法定持续督导期为2022年4月15日至2023年12月31日。由于公司募 集资金尚未使用完毕，中信证券、五矿证券对此项目未尽事项继续履行持续督导义务。 近日，公司收到五矿证券发来的《关于更换公开发行可转换公司债券项目持续督导保荐代表人的函》， 五矿证券委派的本项目保荐代表人乔端先生因个人工作变动原因，不再担任本项目持续督导的保荐代表 人。为保证持续督导工作的有序进行，五矿证券现委派王雅婷女士（简历详见附件）担任公司持续督导 的保 ...

（文章来源：证券日报） 证券日报网讯 1月12日，中信特钢发布公告称，公司可转债持续督导保荐代表人由乔端变更为王雅婷， 与胡洁共同履职，持续督导期至监管规定结束。 ...

中信股份(00267)发布公告，中信泰富特钢集团股份有限公司公开发行可转换公司债券委托中信证券股 份有限公司(简称"中信证券")及五矿证券有限公司(简称"五矿证券")担任公司本项目的联席保荐机构。 该项目的法定持续督导期为2022年4月15日至2023年12月31日。由于中信特钢（000708）募集资金尚未 使用完毕，中信证券、五矿证券对此项目未尽事项继续履行持续督导义务。近日，中信特钢收到五矿证 券发来的《关于更换公开发行可转换公司债券项目持续督导保荐代表人的函》，五矿证券委派的本项目 保荐代表人乔端先生因个人工作变动原因，不再担任本项目持续督导的保荐代表人。为保证持续督导工 作的有序进行，五矿证券现委派王雅婷女士担任公司持续督导的保荐代表人，继续履行本项目的持续督 导职责。本次变更后，五矿证券对中信特钢公开发行可转换公司债券项目持续督导期间的保荐代表人为 胡洁女士和王雅婷女士。持续督导期至中国证券监督管理委员会和深圳证券交易所规定的持续督导义务 结束为止。 ...

智通财经APP讯，中信股份(00267)发布公告，中信泰富特钢集团股份有限公司公开发行可转换公司债券 委托中信证券股份有限公司(简称"中信证券")及五矿证券有限公司(简称"五矿证券")担任公司本项目的 联席保荐机构。该项目的法定持续督导期为2022年4月15日至2023年12月31日。由于中信特钢募集资金 尚未使用完毕，中信证券、五矿证券对此项目未尽事项继续履行持续督导义务。近日，中信特钢收到五 矿证券发来的《关于更换公开发行可转换公司债券项目持续督导保荐代表人的函》，五矿证券委派的本 项目保荐代表人乔端先生因个人工作变动原因，不再担任本项目持续督导的保荐代表人。为保证持续督 导工作的有序进行，五矿证券现委派王雅婷女士担任公司持续督导的保荐代表人，继续履行本项目的持 续督导职责。本次变更后，五矿证券对中信特钢公开发行可转换公司债券项目持续督导期间的保荐代表 人为胡洁女士和王雅婷女士。持续督导期至中国证券监督管理委员会和深圳证券交易所规定的持续督导 义务结束为止。 ...

Market Performance - The special steel sector increased by 1.54% on January 12, with Jinzhou Pipeline leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Individual Stock Performance - Jinzhou Pipeline (002443) closed at 8.86, up 10.06% with a trading volume of 450,500 shares and a transaction value of 382 million yuan [1] - Fushun Special Steel (6682009) closed at 7.06, up 8.78% with a trading volume of 2,416,300 shares and a transaction value of 1.7 billion yuan [1] - Jiu Li Special Materials (002318) closed at 29.93, up 3.28% with a trading volume of 219,200 shares and a transaction value of 648 million yuan [1] - Taiyuan Iron & Steel (000825) closed at 5.57, up 2.96% with a trading volume of 2,265,800 shares and a transaction value of 1.266 billion yuan [1] - Xining Special Steel (600117) closed at 3.01, up 2.38% with a trading volume of 487,400 shares and a transaction value of 146 million yuan [1] Capital Flow Analysis - The special steel sector saw a net inflow of 95.108 million yuan from main funds, while retail funds experienced a net inflow of 45.5353 million yuan [2] - The main funds showed a significant net inflow in Fushun Special Steel, amounting to 202 million yuan, while retail funds had a net outflow of 1.02 billion yuan [3] - Jinzhou Pipeline had a net inflow of 39.3476 million yuan from main funds, but a net outflow of 3.3327 million yuan from retail investors [3]