证券之星消息，2月3日冶钢原料板块较上一交易日上涨2.99%，大中矿业领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。冶钢原料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) | | --- | --- | --- | --- | --- | --- | | 001203 | 大中矿业 | 29.57 | 5.16% | 26.24万 | 7.68亿 | | 000923 | 河钢资源 | 24.26 | 4.93% | 20.32万 | 4.83 Z | | 600516 | 方大炭素 | 5.68 | 4.41% | 71.42万 | 4.01亿 | | 601121 | 宝地矿业 | 8.15 | 3.56% | - 26.24万 | 2.11亿 | | 000655 | 等龄矿业 | 10.24 | 3.43% | 17.37万 | 1.76亿 | | 000629 | 钢钛股份 | 3.70 | 2.49% | 195.63万 | 7.14亿 | | 600295 | 鄂尔多斯 | 14.93 ...

股票研究 /[Table_Date] 2026.02.01 25Q4 板块预披业绩总亏约 119 亿 [Table_Industry] 钢铁 ——钢铁行业周度更新报告 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 李鹏飞(分析师) | 010-83939783 | lipengfei2@gtht.com | S0880519080003 | | 刘彦奇(分析师) | 021-23219391 | liuyanqi@gtht.com | S0880525040007 | | 魏雨迪(分析师) | 021-38674763 | weiyudi@gtht.com | S0880520010002 | | 王宏玉(分析师) | 021-38038343 | wanghongyu@gtht.com | S0880523060005 | 本报告导读： [Table_Report] 相关报告 钢铁《钢铁行业周报数据库 20260126》 2026.01.26 钢铁《2025 年粗钢产量下降 4.4%》2026.01.25 钢铁《铁矿库存 ...

格隆汇1月29日丨河钢资源(000923.SZ)在投资者互动平台表示，公司所售磁铁矿主要来自于南非堆存铁 矿，自收购以来已消耗数千万吨。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在南非堆存铁矿1.2亿吨，公司是否有计划 处理掉这些铁矿资源？为什么一直没有处理呢？ 河钢资源（000923.SZ）1月29日在投资者互动平台表示，司所售磁铁矿主要来自于南非堆存铁矿，自收 购以来已消耗数千万吨。 （文章来源：每日经济新闻） ...

宏观与产业形成共振，铜的战略价值持续提升。全球地缘政治冲突加剧，铜作为关键矿产的战略属性凸 显，各国对资源的掌控力度持续加强。美元信用削弱趋势下，铜与贵金属的联动性增强，在避险情绪与 通胀预期的双重作用下，资金对铜的配置需求提升。中长期来看，AI数据中心、新能源汽车、储能等 新兴领域快速发展，将持续打开铜的需求天花板，而供给端的刚性约束难以短期缓解，供需紧平衡格局 将长期维持，铜价中枢有望逐步上移。 据新华社报道，国际黄金期货价格和现货价格29日再创新高，盘中突破每盎司5500美元。 近期工业金属板块表现亮眼，资金关注度持续提升。作为工业金属的核心品种，铜正从传统工业金属升 级为战略资产，这会如何定义其未来的价值？请看机构最新研判。 近期，有色板块中铜品种表现亮眼，资金关注度显著提升。这轮行情的核心支撑，主要来自供需两端的 共振。供给端，全球铜矿资本开支不足，矿端扰动频发，铜精矿供需格局由紧平衡转向短缺；需求端， 国内经济复苏带动下游补库，海外降息周期打开流动性宽松空间，铜的金融属性与商品属性形成正向循 环。 具体来看，供给端约束持续强化，成为铜价的核心支撑。全球铜矿长期资本开支不足，叠加矿山品位下 降、地缘 ...

证券之星消息，1月28日冶钢原料板块较上一交易日上涨3.51%，钒钛股份领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。冶钢原料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) | | --- | --- | --- | --- | --- | --- | | 000629 | 钢钛股份 | 4.33 | 8.52% | 617.60万 | 25.73亿 | | 601969 | 三角型使 | 12.61 | 7.59% | 104.31万 | 12.89 Z | | 000655 | 金岭矿业 | 11.33 | 6.99% | 40.79万 | 4.50亿 | | 601121 | 宝地矿业 | 8.80 | 6.67% | 1 56.70万 | 4.92亿 | | 600516 | 方大炭素 | 6.11 | 4.09% | 144.02万 | 8.67亿 | | 000923 | 河钢资源 | 25.82 | 2.95% | 23.63万 | 6.06亿 | | 600295 | 鄂尔多斯 | ...

Core Viewpoint - The A-share market saw significant gains in the steel sector on January 23, with several stocks reaching their daily limit up, indicating strong investor interest and potential bullish sentiment in the industry [1]. Group 1: Stock Performance - Jiugang Hongxing (600307) experienced a rise of 10.11%, with a total market value of 13 billion and a year-to-date increase of 25.45% [1]. - Wujin Stainless Steel (603878) increased by 10.05%, with a market capitalization of 5.04 billion, but has seen a year-to-date decline of 3.02% [1]. - Dazhong Mining (001203) rose by 7.80%, with a market value of 49.8 billion and a year-to-date increase of 6.00% [1]. - Fushun Special Steel (600399) saw a gain of 6.16%, with a market capitalization of 13.9 billion and a year-to-date increase of 21.06% [1]. - Yongxing Materials (002756) increased by 6.11%, with a market value of 30 billion and a year-to-date rise of 2.69% [1]. - Sansteel Minguang (002110) rose by 4.73%, with a market capitalization of 11.3 billion and a year-to-date increase of 5.92% [1]. - Shagang Co. (002075) increased by 4.19%, with a market value of 13.6 billion and a year-to-date rise of 8.17% [1]. - Shengde Xintai (300881) saw a gain of 4.18%, with a market capitalization of 4.583 billion and a year-to-date increase of 23.04% [1]. Group 2: Additional Stock Movements - Yizhou Guoshi (601969) increased by 3.70%, with a market value of 23.5 billion but a year-to-date decline of 1.01% [1]. - Linggang Co. (600231) rose by 3.52%, with a market capitalization of 6.697 billion and a year-to-date increase of 9.81% [1]. - Nanjing Steel (600282) increased by 3.37%, with a market value of 35.9 billion and a year-to-date rise of 10.65% [1]. - Hebei Steel Resources (000923) saw a gain of 3.36%, with a market capitalization of 16 billion and a year-to-date increase of 16.11% [1]. - Hengxing Technology (002132) rose by 3.57%, with a market value of 5.69 billion and a year-to-date increase of 14.37% [1]. - Baogang Co. (600010) increased by 3.21%, with a market capitalization of 116.4 billion and a year-to-date rise of 7.98% [1].

证券之星消息，1月21日冶钢原料板块较上一交易日上涨4.38%，大中矿业领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。冶钢原料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) | | --- | --- | --- | --- | --- | --- | | 001203 | 大中矿业 | 30.66 | 10.01% | 32.94万 | 9.83 亿 | | 600295 | 鄂尔多斯 | 15.67 | 4.82% | 23.94万 | 3.71亿 | | 000655 | 金龄矿业 | 10.30 | 2.79% | - 16.21万 | 1.65亿 | | 601121 | 宝地矿业 | 8.11 | 2.79% | 52.72万 1 | 4.29亿 | | 600382 | 广东明珠 | 8.92 | 2.76% | 42.99万 | 3.82亿 | | 000629 | 钢钛股份 | 3.65 | 2.53% | 326.11万 | 11.86 Z | | 601969 | 海南矿业 | ...

分红方面，河钢资源A股上市后累计派现12.98亿元。近三年，累计派现9.14亿元。 资料显示，河钢资源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1999年6月29日，上 市日期1999年7月14日，公司主营业务涉及矿业开发及矿产品加工、销售和工程机械产品及配件的生 产、销售。主营业务收入构成为：磁铁矿64.84%，铜26.63%，蛭石6.55%，其他(补充)1.98%。 河钢资源所属申万行业为：钢铁-冶钢原料-铁矿石。所属概念板块包括：有色铜、中盘、融资融券、 QFII持股、国资改革等。 截至9月30日，河钢资源股东户数2.83万，较上期减少6.54%；人均流通股22171股，较上期增加7.00%。 2025年1月-9月，河钢资源实现营业收入43.03亿元，同比减少7.47%；归母净利润5.38亿元，同比减少 6.91%。 1月21日，河钢资源盘中上涨2.07%，截至13:31，报24.15元/股，成交2.26亿元，换手率1.51%，总市值 157.63亿元。 资金流向方面，主力资金净流入577.83万元，特大单买入1430.64万元，占比6.33%，卖出652.43万元， 占比2.89%；大 ...

Market Overview - The steel raw materials sector experienced a decline of 1.85% on January 20, with Fangda Carbon leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Individual Stock Performance - Guangdong Mingzhu saw an increase of 2.36%, closing at 8.68, with a trading volume of 567,700 shares and a transaction value of 486 million yuan [1] - Baodi Mining increased by 1.54%, closing at 7.89, with a trading volume of 203,100 shares and a transaction value of 158 million yuan [1] - Steel Titanium Co. rose by 0.85%, closing at 3.56, with a trading volume of 2,017,800 shares and a transaction value of 709 million yuan [1] - Other stocks like Erdos, Jinling Mining, and Dazhong Mining experienced declines of 1.19%, 1.57%, and 1.94% respectively [1] Capital Flow Analysis - The steel raw materials sector saw a net outflow of 149 million yuan from main funds, while retail investors contributed a net inflow of 127 million yuan [1] - Dazhong Mining had a main fund net inflow of 16.29 million yuan, but a retail net outflow of 26.49 million yuan [2] - Fangda Carbon experienced a significant main fund net outflow of 1.19 billion yuan, with retail investors contributing a net inflow of 72.09 million yuan [2]