新兴铸管公告，第三季度营收为94.55亿元，同比增长13.25%；净利润为2.96亿元，同比增长430.36%。 前三季度营收为271.83亿元，同比增长0.38%；净利润为6.99亿元，同比增长44.67%。 ...

新兴铸管股份有限公司 2025 年第三季度报告 2025 年 10 月 新兴铸管股份有限公司 2025 年第三季度报告 证券代码：000778 证券简称：新兴铸管 公告编号：2025-40 新兴铸管股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信 息的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年 | 年初至报告期末 | 年初至报告期 末比上年同期 | | --- | --- | --- | --- | --- | | | | 同期增减 | | | | | | | | 增减 | | 营业收入（元） | 9,455, ...

新兴铸管公告，拟购买控股子公司阜康能源10%股权，交易价格1.51亿元。本次交易完成后，阜康能源 将成为公司的全资子公司。本次交易已经公司第十届董事会第十五次会议审议通过，无需提交股东大会 审议。 ...

证券代码：000778 证券简称：新兴铸管 公告编号：2025-44 新兴铸管股份有限公司 特别提示： 1、新兴铸管股份有限公司（以下简称"公司"或"本公司"）拟购买控股 子公司新兴铸管阜康能源有限公司（以下简称"阜康能源"）10%股权，本次交 易以不高于资产评估机构对阜康能源股权的评估价值进行交易，交易价格 1.51 亿元。 2、本次交易已经公司第十届董事会第十五次会议审议通过，无需提交股东 大会审议。 3、该交易若在进展过程中达到相关审批要求，公司将严格履行后续审批程 序，并按要求履行信息披露义务。 一、本次交易概述 （一）交易基本情况 阜康能源成立于 2003 年 8 月 29 日，是本公司全资子公司新兴铸管新疆控股 集团有限公司（简称"新疆控股"）下属持股 90%的控股子公司。为进一步聚焦 主责主业，有效提升阜康能源的资产效能，实现公司的整体战略发展规划，本公 司拟购买控股子公司阜康能源 10%股权。 本次交易以不高于资产评估机构对阜康能源的评估价值进行交易，交易价格 1.51 亿元。 预计本次交易完成后，阜康能源将成为本公司的全资子公司。公司将根据上 述事项进展情况，及时履行信息披露义务。 关于购买 ...

Core Insights - The steel sector is experiencing a notable rise amidst a backdrop of technology stocks, with companies like Changbao Co., New China Chutian, and others showing significant stock price increases [2] - The Ministry of Industry and Information Technology has released a draft for the "Implementation Measures for Capacity Replacement in the Steel Industry," which prohibits the addition of new steel production capacity in key regions [2] - The "Steel Industry Steady Growth Work Plan (2025-2026)" emphasizes continued production reduction policies to promote a balance between supply and demand in the steel market [2][3] Industry Overview - The steel industry is undergoing structural transformation against the backdrop of "dual carbon" goals and domestic economic transition [3] - Analysts predict a marginal improvement in the steel sector by 2025, driven by reduced demand drag, declining costs, and supportive policies aimed at low-carbon transformation [4] - The overall supply-demand situation in the steel industry is expected to remain stable, with potential for investment value to emerge as the market conditions improve [4] Company Performance - Shandong Steel reported Q3 2025 revenues of 18.022 billion, a year-on-year decrease of 5.74%, but achieved a net profit of 127 million, marking a return to profitability [5] - Bayi Steel achieved Q3 2025 revenues of 5.884 billion, a year-on-year increase of 7.78%, also returning to profitability with a net profit of 125 million [6] - The "anti-involution" policies in the steel industry are leading to a contraction in supply and optimization of costs, contributing to a rebound in overall industry profitability [6]

Market Performance - The steel sector saw an increase of 1.78% on October 27, with Xinxing Casting leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Individual Stock Performance - Xinxing Casting (000778) closed at 4.32, up 6.93% with a trading volume of 4.0121 million shares and a transaction value of 1.76 billion [1] - Anyang Iron & Steel (600569) closed at 2.44, up 5.63%, with a trading volume of 1.571 million shares and a transaction value of 387 million [1] - Other notable performers include Sangang Min Guang (002110) up 3.98%, Baosteel (600019) up 1.82%, and Hualing Steel (000932) up 2.96% [1] Capital Flow - The steel sector experienced a net inflow of 680 million in main funds, while retail funds saw a net outflow of 355 million [2] - The main funds' net inflow for Xinxing Casting was 2.33 billion, representing 13.23% of its total trading volume [3] - Anyang Iron & Steel had a main fund net inflow of 84.75 million, accounting for 21.90% of its trading volume [3]

钢铁板块持续走强，新兴铸管涨停，常宝股份、友发集团、中信特钢、河钢资源、马钢股份、钒钛股份 等跟涨。 ...

Market Overview - The A-share market opened positively on October 27, with major indices closing higher: Shanghai Composite Index up 1.04%, Shenzhen Component Index up 1.26%, and ChiNext Index up 1.54%, approaching the 4000-point mark [1][3] - The total market turnover reached 1.58 trillion yuan, showing a significant increase compared to the previous day, with over 3700 stocks rising [3] Sector Performance - Key sectors that performed well included telecommunications, steel, non-ferrous metals, and electronics, with notable gains in controllable nuclear fusion, Fujian local stocks, and storage chips [3][7] - The non-ferrous metals sector was particularly active, with stocks like Antai Technology and Xiamen Tungsten hitting the daily limit, while other companies like Dongfang Tantalum and Zhongtung High-tech also saw significant increases [10][12] Notable Stocks - In the Hong Kong market, Baidu Group led the gains with a rise of over 5%, contributing to a 1.02% increase in the Hang Seng Index [3][4] - Fujian local stocks saw a collective surge, with Haixia Innovation hitting the daily limit and other stocks like Fujian Cement and Zhangzhou Development also performing strongly [7][8] Upcoming Events - The 2025 Financial Street Forum is set to open in the afternoon of October 27, with key financial leaders expected to deliver speeches, which has generated market anticipation for potential policy announcements [5][6] Strategic Insights - Recent signals of easing tensions in US-China relations and the release of the "14th Five-Year Plan" are expected to enhance market risk appetite and provide a clearer growth path for A-shares through technological breakthroughs and industrial upgrades [4][6]

Core Viewpoint - The technology stocks and cyclical sectors are showing strong performance, with the Shanghai Composite Index reaching a new high of 3991.35 points this year [1]. Technology Sector - Technology stocks led the market in the morning, particularly in the semiconductor and computing power sectors, with notable performances from companies like Xinyi Technology and Zhongji Xuchuang, both reaching historical highs [1]. - Xinyi Technology's stock rose by 8.27%, with a trading volume of 18.114 billion yuan and a market capitalization of 401.37 billion yuan [1]. - Zhongji Xuchuang's stock increased by 3.34%, with a trading volume of 16.467 billion yuan and a market capitalization of 56.723 billion yuan [1]. - The combined market capitalization of these two leading companies in the computing power sector is approximately 968.6 billion yuan [1]. Cyclical Sector - The cyclical sectors, including steel, non-ferrous metals, coal, and electricity, experienced significant gains, reflecting a classic "coal, color, steel, and electricity" market trend [1][3]. - The steel sector saw substantial increases, with companies like Changbao Co. and Xinxing Ductile Iron Pipes achieving notable stock price surges [3]. - The steel sector index rose by 3.09%, with specific stocks like Anyang Iron & Steel and Changbao Co. increasing by 9.96% and 9.95%, respectively [4]. - The Ministry of Industry and Information Technology has proposed a draft for the implementation of capacity replacement in the steel industry, which aims to strengthen capacity constraints and improve long-term supply-demand expectations [6]. - The coal sector also showed positive movement, with stocks like Zhengzhou Coal Electricity and Shanghai Energy experiencing significant gains [8]. Market Performance - As of the morning close, the Shanghai Composite Index rose by 1.04%, the Shenzhen Component Index increased by 1.26%, and the ChiNext Index climbed by 1.54% [1].

Group 1 - The core point of the article highlights that the trading volume of Xinxing Casting Pipe reached 1.019 billion yuan, marking a new high since October 10, 2024 [2] - The latest stock price increased by 9.90%, with a turnover rate of 5.96% [2] - The previous trading day's total transaction volume for the stock was 574 million yuan [2]