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。 ...

证券之星消息，1月12日特钢板块较上一交易日上涨1.54%，金洲管道领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002443 | 金洲管道 | 8.86 | 10.06% | 45.05万 | | 3.82亿 | | 6682009 | 抚顺特钢 | 7.06 | 8.78% | 241.63万 | | 17.00亿 | | 002318 | 久立特材 | 29.93 | 3.28% | 21.92万 | | 6.48亿 | | 000825 | 太钢不锈 | 5.57 | 2.96% | 226.58万 | | 12.66亿 | | 600117 | 西宁特钢 | 3.01 | 2.38% | 48.74万 | | 1.46 Z | | 300881 | 盛德整泰 | 35.79 | 1.24% | 2.11万 | | 7527.67万 | | ...

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 董 事 会 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，五矿证券对公司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 ...

Core Viewpoint - The report highlights a decline in China's welded steel pipe production in November 2025, indicating a potential downturn in the industry [1] Group 1: Industry Overview - In November 2025, China's welded steel pipe production was 5.02 million tons, representing a year-on-year decrease of 7.1% [1] - From January to November 2025, the cumulative production of welded steel pipes in China reached 55.213 million tons, showing a slight increase of 0.6% compared to the previous year [1] Group 2: Companies Involved - Listed companies in the welded steel pipe sector include Baosteel Co., Ltd. (600019), Xinxing Cathay International Group (000778), Changbao Steel Pipe (002478), Jiuli Special Materials (002318), Honglu Steel Structure (002541), Youfa Group (601686), CITIC Special Steel (000708), Jinzhu Pipeline (002443), and Yulong Steel (601028) [1] Group 3: Research and Analysis - The report titled "Analysis of Development Models and Future Prospects of China's Welded Steel Pipe Industry from 2026 to 2032" was published by Zhiyan Consulting, a leading industry consulting firm in China [1] - Zhiyan Consulting has over a decade of experience in industry research, providing comprehensive industry solutions to support investment decisions [1]

Core Viewpoint - The tank container industry in China has developed significantly over the past two decades, making China the largest producer of tank containers globally, accounting for 92% of the world's production and sales [2][8]. Industry Development History - The development of the tank container industry in China has gone through four stages: the initial stage (1950-1970), the promotion stage (1980-1990), the rapid growth stage (2000-2010), and the standardization stage (2010-present) [7]. - In the initial stage, the concept of tank containers was not clearly introduced, while the promotion stage saw the gradual entry of tank containers into the market [7]. - By the 21st century, China became a major manufacturer of tank containers, with leading companies like CIMC SAFEWAY and SINGAMAS emerging [7]. Industry Policies - The Chinese government has actively promoted specialized and containerized logistics for chemical products, laying a solid foundation for the sustainable development of tank containers [10]. - Policies such as the "One Port, One Policy" initiative aim to enhance the integration of container rail-water transport, targeting a 15% annual growth in container transport volume by 2027 [10][11]. Industry Chain - The tank container industry chain consists of upstream raw materials and components (steel, alloys, valves), midstream manufacturing, and downstream applications in energy, chemicals, and food and beverage sectors [12][13]. Market Potential - China's tank container production is projected to reach 40,000 units in 2024, representing 95% of global production, with CIMC SAFEWAY maintaining a leading market share [2][8]. - The growth of the liquid chemical, food and beverage, and clean energy logistics markets presents significant opportunities for tank containers [2]. Related Companies - Key listed companies in the tank container sector include CIMC Huaneng (301559), Sifang Technology (603339), and Shengsi Container (00716) [3].