格隆汇1月29日丨鞍钢股份(000898.SZ)在投资者互动平台表示，公司目前没有钛产业布局计划。 ...

Market Performance - The steel sector saw an increase of 1.76% on January 28, with Linggang Co. leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Individual Stock Performance - Linggang Co. (600231) closed at 2.46, up 5.58% with a trading volume of 832,600 shares and a transaction value of 205 million yuan [1] - Other notable performers included Hebei Steel (000709) with a 2.79% increase, and Xinxing Ductile Iron Pipes (000778) with a 2.76% increase [1] Capital Flow Analysis - The steel sector experienced a net inflow of 488 million yuan from main funds, while retail investors saw a net outflow of 295 million yuan [2] - Main funds showed significant net inflows in stocks like Baogang Co. (600010) and Xinxing Ductile Iron Pipes (000778) [3] Stock-Specific Capital Flow - Baogang Co. had a main fund net inflow of 145.42 million yuan, while retail investors had a net outflow of 353.3 million yuan [3] - Linggang Co. recorded a main fund net inflow of 22.86 million yuan, with retail investors also experiencing a net outflow of 17.53 million yuan [3]

Core Viewpoint - The report indicates a decline in China's pig iron production, with a projected output of 60 million tons in December 2025, representing a year-on-year decrease of 9.9% and a cumulative production of 840 million tons for the year, down 3% compared to the previous year [1]. Group 1: Industry Overview - The report is based on data from the National Bureau of Statistics, highlighting a significant downward trend in pig iron production in China [1]. - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in providing in-depth industry research and strategic investment reports [1]. Group 2: Company Implications - The companies listed, including Baosteel Co., Ltd. (600019), Maanshan Iron & Steel Co., Ltd. (600808), and others, may face challenges due to the declining production trends in the pig iron sector [1]. - The report suggests that the industry may need to adapt its strategies in response to the projected decrease in production and market demand [1].

Core Viewpoint - The report highlights a projected decline in China's steel production in December 2025, with a year-on-year decrease of 3.8%, while the cumulative production for the year is expected to grow by 3.1% to 1.45 billion tons [1]. Group 1: Industry Overview - According to the National Bureau of Statistics, China's steel production is forecasted to be 120 million tons in December 2025, reflecting a year-on-year decline of 3.8% [1]. - The cumulative steel production in China for the year 2025 is projected to reach 1.45 billion tons, indicating a cumulative growth of 3.1% [1]. Group 2: Companies Mentioned - Listed companies in the steel sector include Baosteel Co., Ltd. (600019), Ansteel Co., Ltd. (000898), Maanshan Iron & Steel Co., Ltd. (600808), Shagang Group (002075), Shougang Group (000959), Baotou Steel (600010), Taiyuan Iron & Steel (000825), Hunan Valin Steel (000932), Hebei Iron & Steel (000709), and Nanjing Steel (600282) [1]. Group 3: Research Report - The report titled "Analysis of Competitive Landscape and Investment Development Research on China's Steel Deep Processing Industry from 2026 to 2032" was published by Zhiyan Consulting, a leading industry consulting firm in China [1]. - Zhiyan Consulting has been dedicated to industry research for over a decade, providing in-depth industry reports, business plans, feasibility studies, and customized services [1].

Core Viewpoint - On January 28, a total of four listed companies had their restricted shares unlocked, with a total market value of approximately 2.613 billion yuan [1]. Group 1: Company Specifics - Ansteel Corporation (鞍钢股份) had 1.1371 million shares unlocked, categorized as equity incentive restricted circulation [1]. - Nantian Information (南天信息) had 3.7738 million shares unlocked, also under equity incentive restricted circulation [1]. - Huayi Brothers Media Corporation (华谊集团) had 8.3615 million shares unlocked, classified as equity incentive restricted circulation [1]. - Innotech (英诺特) had 67.6475 million shares unlocked, with no specific category mentioned [1].

在该作业区，气瓶间长期储存氩气等惰性气体，此类气体泄漏易造成局部缺氧，存在安全隐患。此前仅配置一氧化碳报警器的管控模式，无法监测氧气浓 度变化，缺氧隐患难以及时预警，成为安全生产的"隐形风险点"。为从根源化解隐患，该作业区秉持"安全为先、精益为本"原则，构建闭环整改体系，精 准推进管控升级。在硬件优化上，作业区深挖内部潜力开展修旧利废，对闲置损坏的氧气报警器进行专业修复调试；同步加装声光报警装置，按安全规范 安装经检定合格的氧气检测报警器，结合现场工况科学设定高低氧报警阈值，实现风险实时监测、异常即时预警。在人员赋能上，组织班组职工开展专项 培训，围绕报警识别、应急撤离、现场处置等实操要点系统讲解，全面提升作业人员应急处置能力，筑牢"人人讲安全"的思想防线。通过"双管齐下"，解 决了此"隐形风险点"难题。 此次管控升级是该中心组织作业区将精益管理融入"双基"建设的生动实践。下一步，该中心将持续聚焦生产现场安全隐患与管理痛点，不断完善安全管控 体系，以精准施策、务实举措护航生产安全，为板材公司高质量发展提供坚实支撑。 （来源：本钢板材） "精益+双基"专栏 安全是企业高质量发展的"压舱石"。近期，板材质检计量中 ...

Group 1 - The steel sector saw a slight increase of 0.41% on January 26, with Wujin Stainless Steel leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Key stocks in the steel sector showed varied performance, with Wujin Stainless Steel closing at 9.30, up 3.56%, and Baosteel closing at 7.30, up 0.83% [1] Group 2 - The steel sector experienced a net outflow of 334 million yuan from main funds, while retail investors saw a net inflow of 304 million yuan [2] - Among individual stocks, Baosteel had a net inflow of 87.72 million yuan from main funds, while Chongqing Steel saw a net inflow of 44.03 million yuan [3] - The overall trading volume for the steel sector was significant, with Baosteel recording a transaction amount of 1.167 billion yuan [1][2]

Group 1 - Company Ansteel Co., Ltd. has recently obtained a patent for a low-cost J55 grade oil casing, with the patent application number CN202511387178.0 and authorization date set for January 9, 2026 [1] - The patent involves a seamless pipe manufacturing technology, specifically focusing on a low-cost J55 grade oil casing with specific chemical compositions, including C: 0.28%-0.32%, Si: 0.15%-0.25%, Mn: 0.8%-1.0%, P≤0.02%, S≤0.01%, Ti: 0.01%-0.02%, Al: 0.015%-0.025%, with the remainder being Fe and unavoidable impurities [1] - Ansteel has received a total of 163 patent authorizations this year, representing an increase of 1381.82% compared to the same period last year [1] Group 2 - In the first half of 2025, Ansteel invested 259 million yuan in research and development, which is a year-on-year increase of 35.6% [1] - The company has made investments in 54 enterprises and participated in 67,689 bidding projects [2] - Ansteel holds 15 trademark information entries, 10,953 patent information entries, 165 copyright information entries, and has 616 administrative licenses [2]

Market Performance - The steel sector saw an increase of 1.92% on January 22, with Benxi Steel leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Individual Stock Performance - Benxi Steel (000761) closed at 3.52, up 5.07% with a trading volume of 470,900 shares and a turnover of 165 million yuan [1] - Other notable performers included: - Jiugang Hongxing (600307) at 1.88, up 5.03% [1] - Linggang Co. (600231) at 2.27, up 4.13% [1] - Chongqing Steel (601005) at 1.50, up 3.45% [1] - Anyang Steel (600569) at 2.47, up 3.35% [1] Capital Flow Analysis - The steel sector experienced a net outflow of 244 million yuan from main funds, while retail investors contributed a net inflow of 215 million yuan [1] - The table of capital flow indicates that: - Baosteel (600019) had a net inflow of 57.81 million yuan from main funds [2] - Chongqing Steel (601005) saw a net inflow of 46.50 million yuan from main funds [2] - Benxi Steel (000761) had a net inflow of 21.22 million yuan from main funds [2]

Group 1 - The steel sector saw an increase of 0.68% on January 21, with Xin Steel Co. leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the steel sector showed various performance metrics, with Xin Steel Co. closing at 4.03, up 2.54%, and Baosteel Co. at 7.21, down 0.69% [1][2] Group 2 - The steel sector experienced a net inflow of 80.51 million yuan from main funds, while retail funds saw a net inflow of 52.64 million yuan [2] - Major stocks like Baosteel Co. had a significant net outflow from retail investors amounting to 76.84 million yuan, despite a net inflow of 81.51 million yuan from main funds [3] - The trading volume for key stocks varied, with Baosteel Co. recording a transaction amount of 684 million yuan, while Xin Steel Co. had a transaction amount of 424 million yuan [1][2]