证券之星消息，11月24日普钢板块较上一交易日下跌0.0%，三钢闽光领跌。当日上证指数报收于 3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。普钢板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600010 | 包钢股份 | -5772.07万 | 4.57% | -7911.28万 | -6.26% | 2139.21万 | 1.69% | | 601005 | 重庆钢铁 | 2954.89万 | 10.60% | -1263.51万 | -4.53% | -1691.38万 | -6.07% | | 000709 河钢股份 | | 2358.42万 | 12.32% | 280.44万 | 1.46% | -2638.86万 | -13.78% | | 600022 山东钢铁 | | 2151.70万 | 10.68% | 267.23万 | 1.33% | ...

相关报告：智研咨询发布的《2026-2032年中国粗钢行业市场运行态势及发展趋势分析报告》 上市企业：宝钢股份（600019）,鞍钢股份（000898）,马钢股份（600808）,沙钢股份（002075）,首钢股 份（000959）,包钢股份（600010）,太钢不锈（000825）,华菱钢铁（000932）,河钢股份（000709）,八 一钢铁（600581） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年9月中国粗钢产量为0.7亿吨，同比下降4.6%；2025年1-9月中国粗钢 累计产量为7.5亿吨，累计下降2.9%。 数据来源：国家统计局，智研咨询整理 2020-2025年1-9月中国粗钢产量统计图 ...

11月19日，河钢股份盘中下跌2.04%，截至13:47，报2.40元/股，成交1.78亿元，换手率0.71%，总市值 248.09亿元。 资金流向方面，主力资金净流入118.38万元，特大单买入1434.05万元，占比8.04%，卖出1864.85万元， 占比10.45%；大单买入4370.78万元，占比24.50%，卖出3821.60万元，占比21.42%。 河钢股份所属申万行业为：钢铁-普钢-板材。所属概念板块包括：小金属、电解液、钒电池、创投、核 聚变等。 截至11月10日，河钢股份股东户数23.09万，较上期减少0.01%；人均流通股44756股，较上期增加 0.01%。2025年1月-9月，河钢股份实现营业收入965.42亿元，同比增长8.05%；归母净利润8.23亿元，同 比增长44.71%。 分红方面，河钢股份A股上市后累计派现137.26亿元。近三年，累计派现11.37亿元。 机构持仓方面，截止2025年9月30日，河钢股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股9215.53万股，相比上期增加852.80万股。南方中证500ETF（510500）位居第七大流通股 东， ...

Group 1 - The A-share market saw a collective decline in steel stocks, with notable drops including AnTai Group and Hainan Mining hitting the 10% limit down, while SanGang MinGuang fell over 8% [1] - Other steel companies such as Anyang Steel, Shandong Steel, LingSteel, JinLing Mining, LiuGao Steel, JiuGang Hongxing, Xining Special Steel, and HeGang also experienced declines exceeding 5% [1] Group 2 - Specific stock performance data shows AnTai Group and Hainan Mining both down by 10.01%, with market capitalizations of 6.242 billion and 25.7 billion respectively [2] - SanGang MinGuang decreased by 8.26% with a market cap of 10.8 billion, while Anyang Steel fell by 7.01% with a market cap of 7.239 billion [2] - Other notable declines include Shandong Steel down by 5.92% (17 billion), LingSteel down by 5.84% (6.896 billion), and LiuGao Steel down by 5.60% (13.4 billion) [2]

11月18日，河钢股份跌5.04%，截至发稿，报2.45元/股，成交3.09亿元，换手率1.20%，总市值253.26亿 元。 资料显示，河钢股份有限公司位于河北省石家庄市体育南大街385号，成立日期1997年1月18日，上市日 期1997年4月16日，公司主营业务涉及黑色金属冶炼及压延加工、钢材轧制、金属制品。主营业务收入 构成为：板材70.92%，气体、水电等其他产品9.84%，棒材及型材8.68%，其他(补充)4.20%，钢坯 3.40%，线材、带钢等1.83%，钒产品1.13%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓河钢股份。招商中证500指数增强A（004192）三季度持有股数 168.09万股，占基金净值比例为1.05%，位居第五大重仓股。根据测算，今日浮亏损失约21.85万元。 招商中证500指数增强A（004192）成立日期2017年5月17日，最新规模2.06亿。今年以来收益30.89%， 同类排名1621/4212；近一年收益29.52%，同类排名1452/3956；成立以来收益80.13%。 招商中证500指数增强A（004192）基金经理为邓童。 截至发稿，邓童累计 ...

11月18日，河钢股份盘中下跌2.33%，截至09:43，报2.52元/股，成交8647.86万元，换手率0.33%，总市 值260.50亿元。 截至11月10日，河钢股份股东户数23.09万，较上期减少0.01%；人均流通股44756股，较上期增加 0.01%。2025年1月-9月，河钢股份实现营业收入965.42亿元，同比增长8.05%；归母净利润8.23亿元，同 比增长44.71%。 分红方面，河钢股份A股上市后累计派现137.26亿元。近三年，累计派现11.37亿元。 机构持仓方面，截止2025年9月30日，河钢股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股9215.53万股，相比上期增加852.80万股。南方中证500ETF（510500）位居第七大流通股 东，持股6012.38万股，相比上期减少124.27万股。国泰中证钢铁ETF（515210）位居第八大流通股东， 持股4154.83万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流入54.02万元，特大单买入947.42万元，占比10.96%，卖出1677.93万元， 占比19.40%；大单买入2656.00 ...

Market Overview - On November 17, the general steel sector rose by 0.01% compared to the previous trading day, with Hangzhou Iron & Steel leading the gains [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Individual Stock Performance - Hangzhou Iron & Steel (600126) closed at 9.25, up 2.21% with a trading volume of 1,096,300 shares and a transaction value of 1.013 billion [1] - Shougang Group (000959) closed at 4.63, up 1.76% with a trading volume of 516,500 shares [1] - Other notable performers include Nanjing Steel (600282) up 1.25%, Linggang Steel (600231) up 0.78%, and Baosteel (600581) up 0.77% [1] Fund Flow Analysis - The general steel sector experienced a net outflow of 44.86 million from institutional funds and 90.84 million from speculative funds, while retail investors saw a net inflow of 136 million [2] - Hangzhou Iron & Steel had a net inflow of 15 million from institutional funds, but a net outflow of 69.36 million from speculative funds [3] - Other companies like Hualing Steel (000932) and Shandong Steel (600022) also showed mixed fund flows, with Hualing Steel experiencing a net inflow of 30.44 million from institutional funds [3]

Investment Rating - The report suggests a positive outlook for the steel industry, indicating a recovery in profitability and a focus on supply-side reforms [4][29]. Core Insights - The steel industry has shown significant improvement in profitability during the first three quarters of 2025, with total profits reaching 96 billion yuan, a year-on-year increase of 190% [4][6]. - The report highlights the implementation of supply-side reforms aimed at optimizing the structure of steel products and controlling production capacity [4][13]. - The demand for steel is expected to benefit from manufacturing upgrades and AI transformation, with a focus on high-end product development [4][29]. Summary by Sections 1. Industry Profit Recovery and Supply-Side Policies - In the first three quarters of 2025, the cumulative operating revenue of key steel enterprises was 4.56 trillion yuan, a year-on-year decrease of 2.36%, while total profits reached 96 billion yuan, marking a significant recovery [4][6]. - The production of crude steel was 746 million tons, down 2.9% year-on-year, while steel consumption fell by 5.7% [4][6]. - The report notes that the sales profit margin increased to 2.1%, up 1.39 percentage points year-on-year [4][6]. 2. Fund Holdings in the Steel Sector - As of September 30, 2025, the number of fund holdings in the steel sector increased to 41, with a total holding value of 21.99 billion yuan, up 22.44% year-on-year [4][17]. - The report indicates that the steel sector's holdings accounted for 0.50% of total fund holdings, with a notable increase in the number of holdings during the first and third quarters [4][17]. 3. Investment Recommendations - The report recommends focusing on leading companies in the ordinary steel sector that are expected to benefit from improved supply-demand dynamics, as well as companies in the special steel sector with strong fundamentals [4][29].

Core Viewpoint - The report by Zhiyan Consulting highlights the growth and current state of the black metal smelting and rolling industry in China, indicating a slight increase in the number of enterprises in this sector from the previous year [1] Industry Overview - As of January to September 2025, there are 6,290 enterprises in the black metal smelting and rolling industry, which is an increase of 44 enterprises compared to the same period last year, representing a year-on-year growth of 0.7% [1] - The black metal smelting and rolling industry accounts for 1.2% of the total industrial enterprises in China [1] Statistical Data - The data regarding the number of enterprises in the black metal smelting and rolling industry has been compiled from the National Bureau of Statistics and organized by Zhiyan Consulting [1] - The threshold for scale industrial enterprises was raised from an annual main business income of 5 million yuan to 20 million yuan starting from 2011 [1]

证券日报网讯河钢股份（000709）11月14日在互动平台回答投资者提问时表示，公司截至11月10日的股 东人数为230，923户。 ...