近日，多家钢铁企业披露，2026年首月实现了生产"开门红"。例如：方大达钢1月生铁、粗钢、钢材产 量分别完成生产计划的105.01%、110.63%和110.71%，且多项核心指标再攀新高；阳春新钢铁1月全月 产销率达到101%，销售渠道也实现新突破。与此同时，钢铁板块上市公司陆续发布2025年度"成绩 单"。已有近30家钢铁上市企业发布业绩预告，过半数归母净利润为正，其中 华菱钢铁 、 首钢股份 、 柳钢股份 等公司2025年度预计归母净利润均超过5亿元。 ...

在业内人士看来，钢铁板块此番走强，背后是多重利好交织共鸣、合力驱动。近日，多家钢铁企业披 露，2026年首月实现了生产"开门红"。例如：方大达钢1月生铁、粗钢、钢材产量分别完成生产计划的 105.01%、110.63%和110.71%，且多项核心指标再攀新高；阳春新钢铁1月全月产销率达到101%，销售 渠道也实现新突破。 与此同时，钢铁板块上市公司陆续发布2025年度"成绩单"。据上海证券报记者不完全统计，已有近30家 钢铁上市企业发布业绩预告，过半数归母净利润为正，其中华菱钢铁、首钢股份、柳钢股份等公司2025 年度预计归母净利润均超过5亿元。 随着春节后复工复产节奏加快以及行业基本面持续改善，钢铁行业正从"寒冬"走向"暖春"。而资本市场 已有动作。2月25日，A股钢铁板块集体走强：截至收盘，普钢板块大涨逾5%，单日主力资金净流入 15.02亿元；板块内个股悉数飘红，其中包钢股份、安阳钢铁涨停，凌钢股份、酒钢宏兴、山东钢铁等 个股盘中触及涨停。 信达证券研报分析认为，伴随系列"稳增长"政策纵深推进，钢铁需求总量有望在房地产筑底企稳、基建 投资稳中有增、制造业持续发展、钢铁出口维持高位等支撑下保持平稳，甚或边 ...

证券之星消息，2月25日湖南国企改革板块较上一交易日上涨1.86%，华菱钢铁领涨。当日上证指数报 收于4147.23，上涨0.72%。深证成指报收于14475.86，上涨1.29%。湖南国企改革板块个股涨跌见下 表： 从资金流向上来看，当日湖南国企改革板块主力资金净流出3473.26万元，游资资金净流入9612.03万 元，散户资金净流出6138.78万元。湖南国企改革板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1: Core Insights - The steel industry in 2025 is characterized by supply contraction, export growth, price stabilization at low levels, and gradual improvement in profitability, with crude steel and pig iron production decreasing by 4.4% and 3.0% respectively, while steel output increased by 3.1% to 1.446 billion tons [2][10][81] - Steel exports reached a record high of 11.9 million tons in 2025, reflecting a 7.5% year-on-year increase, while the average export price fell by 8.1% to 694 USD per ton [10][81] - The China Steel Price Index (CSPI) averaged 93.19 points in 2025, down 9.1% year-on-year, indicating a narrow fluctuation range and a balance in market supply and demand [11][81] Group 2: Supply and Demand Dynamics - The raw material prices for iron ore and coking coal showed a mixed trend in 2025, with expectations for stable supply and weak price fluctuations in 2026 [2][19][81] - The steel supply side is constrained by government policies, leading to further reductions in pig iron and crude steel production capacity, while steel mills adopted a "production based on demand" strategy [2][23][81] - The demand structure for steel is shifting, with manufacturing steel usage surpassing construction steel for the first time, accounting for 51% of total demand, while construction steel dropped to 49% [2][44][82] Group 3: Industry Transformation and Profitability - The steel industry is expected to focus on "controlling total volume, optimizing supply, increasing efficiency, and promoting transformation" as it enters the 14th Five-Year Plan period [12][82] - Profitability is anticipated to stabilize and improve, supported by structural optimization and cost control, with special steel and green steel sectors likely to benefit from industry development [12][82] - Investment recommendations include companies such as CITIC Special Steel, Hualing Steel, Jiuli Special Materials, Yongjin Co., and Yongxing Materials, which are expected to perform well in the evolving market [81][83]

钢铁板块早盘大幅拉升，大中矿业盘中创新高，山东钢铁、凌钢股份、安阳钢铁涨停，包钢股份、酒钢 宏兴、华菱钢铁、柳钢股份、重庆钢铁跟涨。 ...

Group 1: Key Highlights - Zhangyue Technology (掌阅科技) expects AI short drama business revenue to not exceed 1% of its main business revenue in 2025 [1][2] - Actual controller of Jialinjie (嘉麟杰), Li Zhaoting, has been subjected to compulsory measures [1][2] - Jindan Technology (金丹科技) increases investment in a project for an annual production of 75,000 tons of polylactic acid biodegradable materials [1][2] Group 2: Contract Awards - Qinglong Pipe Industry (青龙管业) wins the bid for the first section of the heat supply pipeline project from Pengyang County Wangwa Power Plant to the county [1][2] - Gaode Infrared (高德红外) signs a contract for a complete equipment system [1][2] - ST Xintong (ST信通) signs a server procurement contract worth approximately 400 million yuan [1][2] Group 3: Financial Performance - Hanzhong Precision Machinery (汉钟精机) reports a net profit of 470 million yuan for 2025, a decrease of 45.54% year-on-year [1][2] - Fudan Microelectronics (复旦微电) anticipates a net profit of approximately 232 million yuan for 2025, down about 59.42% year-on-year [1][2] - Ruilian New Materials (瑞联新材) expects a net profit of 311 million yuan for 2025, an increase of 23.48% year-on-year [1][2] Group 4: Equity Transactions - Gongjin Co. (共进股份) plans to transfer 21.8340% equity of Chip Material Technology to Xinchang Technology [1][2] - Shengquan Group (圣泉集团) intends to acquire 13.50% equity of Shangbo Pharmaceutical for 4.29 million USD [1][2] - Changjiang Communication (长江通信) plans to exit 4.66% equity of Hangzhou Chenxiao through a targeted capital reduction [1][2] Group 5: Share Buybacks - Hualing Steel (华菱钢铁) has repurchased 0.8109% of its shares [1][2] - SanNuo Bio (三诺生物) has completed a share buyback plan, repurchasing 2.81% of its shares [1][2] Group 6: Shareholding Changes - Chunqiu Electronics (春秋电子) plans to reduce holdings by no more than 2% [1][2] - Guanghuan New Network (光环新网) intends to reduce holdings by no more than 3% [1][2] - ST Yigou (ST易购) plans to reduce holdings by no more than 2.5% [1][2] - Changjiang Communication (长江通信) plans to sell no more than 1 million shares of Changfei Optical Fiber [1][2] Group 7: Other News - Yingjixin (英集芯) is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [1][2] - Tianfeng Securities (天风证券) has received a notice of investigation from the China Securities Regulatory Commission [1][2] - Chuangshi Technology (创识科技) reports that its controlling shareholder has received a criminal judgment [1][2]

格隆汇2月13日丨华菱钢铁(000932.SZ)公布，截至2026年2月13日，公司通过股份回购专用证券账户以 集中竞价交易方式累计回购公司股份5602.33万股，占公司目前总股本的0.8109%，其中最高成交价为 5.61元/股，最低成交价为4.41元/股，成交总金额为2.79亿元（不含交易费用）。鉴于本次回购股份的回 购期限已届满，公司本次回购股份计划实施完毕，实施情况符合既定的《回购报告书》的要求。 ...

每经头条（nbdtoutiao）——上市公司净利从暴增9倍到突然预亏超2亿元，董事长为何自掏5000万元补 窟窿？50亿元信托理财也去向成谜，股民直呼看不懂 每经AI快讯，华菱钢铁2月13日晚间发布公告称，截至2026年2月13日，公司通过股份回购专用证券账 户以集中竞价交易方式累计回购公司股份约5602万股，占公司目前总股本的0.8109%，其中最高成交价 为5.61元/股，最低成交价为4.41元/股，成交总金额约为2.79亿元。 （记者 王晓波） ...

本公司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。 湖南华菱钢铁股份有限公司（以下简称"公司"）于 2025 年 1 月 20 日召开了第 八届董事会第二十八次会议、第八届监事会第二十一次会议，于 2025 年 2 月 14 日 召开了 2025 年第一次临时股东大会，审议通过了《关于回购公司股份方案的议案》， 公司将使用不低于人民币 20,000 万元（含）且不超过人民币 40,000 万元的自有资金 或自筹资金，在回购股份价格不超过 5.80 元/股（含）的条件下，通过深圳证券交易 所交易系统以集中竞价交易方式回购公司股份 3,448.28 万股（含）~6,896.55 万股， 占公司总股本的比例为 0.50%~1.00%（按最高回购价格测算）。如公司在回购股份 期内实施了送红股、资本公积转增股本、现金分红、配股及其他除权除息事项，自 股价除权、除息之日起，按照中国证监会和深圳证券交易所的相关规定相应调整回 购股份价格上限。具体回购股份数量及比例，以回购期限届满或者回购实施完毕时 实际回购的股份数量及占公司总股本的比例为准。本次回购股份将全部用于注销并 减少公司 ...

证券之星消息，2月13日湖南国企改革板块较上一交易日下跌1.45%，华菱钢铁领跌。当日上证指数报 收于4082.07，下跌1.26%。深证成指报收于14100.19，下跌1.28%。湖南国企改革板块个股涨跌见下 表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日湖南国企改革板块主力资金净流出6.73亿元，游资资金净流入2.51亿元，散户 资金净流入4.21亿元。湖南国企改革板块个股资金流向见下表： ...