（文章来源：每日经济新闻） 每经AI快讯，12月3日，锂矿指数盘中出现明显调整，成分股多数走弱。其中，天华新能领跌，跌幅 5.65%，国城矿业跌5.33%，威领股份跌5.10%，大中矿业跌3.32%，中矿资源跌3.12%。 ...

证券之星消息，12月2日冶钢原料板块较上一交易日下跌1.43%，大中矿业领跌。当日上证指数报收于 3897.71，下跌0.42%。深证成指报收于13056.7，下跌0.68%。冶钢原料板块个股涨跌见下表： 从资金流向上来看，当日冶钢原料板块主力资金净流出2.64亿元，游资资金净流出8140.08万元，散户资 金净流入3.45亿元。冶钢原料板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600382 | 广东明珠 | 7.15 | 3.92% | 27.17万 | 1.93亿 | | 600295 | 鄂尔多斯 | 11.13 | 1.18% | 8.46万 | 9415.23万 | | 601121 | 宝地矿业 | 7.61 | 0.93% | 18.24万 | 1.38亿 | | 000629 | 钢钛股份 | 3.06 | -0.65% | 68.84万 | 2.10亿 | | 696109 | 海南矿业 | 11.60 | -0.68% | 34.80万 | 4 ...

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, and supply-side market clearing has begun, indicating a potential recovery in the steel industry's fundamentals. If supply policies are implemented, the contraction in supply may accelerate, leading to quicker industry recovery [3][8]. - The report highlights a decrease in apparent steel consumption and inventory levels, with a total apparent consumption of 8.88 million tons, down 0.69% week-on-week but up 1.2% year-on-year [5][21]. - The report anticipates that the steel demand will stabilize, with a continued expectation of supply contraction. The negative impact of the real estate sector on steel demand is expected to diminish, while demand from infrastructure and manufacturing is projected to grow steadily [5][3]. Summary by Sections Steel - Steel prices have increased week-on-week, with Shanghai rebar prices rising by 30 CNY/ton to 3260 CNY/ton, a 0.93% increase. Total steel inventory decreased by 320,000 tons to 14.01 million tons [5][8]. - The operating rate of blast furnaces in 247 steel mills decreased to 81.09%, down 1.1 percentage points from the previous week [5][27]. - The average gross profit for rebar was 91 CNY/ton, up 30 CNY/ton from the previous week, while hot-rolled coil had a gross profit of -47 CNY/ton, an increase of 18.4 CNY/ton [5][36]. Raw Materials - Iron ore spot prices increased, with the price for PB powder rising by 2 CNY/ton to 793 CNY/ton, a 0.25% increase. The total inventory of iron ore at ports rose by 1% to 15.206 million tons [5][45][51]. - The total shipment volume of the four major iron ore producers decreased by 225,000 tons to 21.2 million tons [5][60]. Special Steel and New Materials - The report notes an increase in stainless steel prices and a recovery in industrial-grade and battery-grade lithium carbonate prices [5][4]. Macroeconomic Context - The crude steel production from January to October 2025 showed a year-on-year decline, with the construction and manufacturing sectors continuing to weaken [5][5.1]. Investment Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel and Hualing Steel, as well as low-cost and flexible steel companies like Fangda Special Steel and New Steel [5].

从资金流向上来看，当日冶钢原料板块主力资金净流出5197.89万元，游资资金净流入1.0亿元，散户资金 净流出4851.67万元。冶钢原料板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 001203 大中矿业 | | 2866.72万 | 1.29% | 8697.14万 | 3.93% | -1.16亿 | -5.22% | | 600295 | 鄂尔多斯 | 737.60万 | 6.11% | 745.23万 | 6.17% | -1482.83万 | -12.29% | | 600382 广东明珠 | | 413.63万 | 4.26% | -20.02万 | -0.21% | -393.61万 | -4.06% | | 601121 | 宝地矿业 | - 44.73万 | 0.24% | -259.76万 | -1.42% | 215.03万 | 1.18% | | 000655 金 ...

Group 1 - The core point of the news is that Dazhong Mining's stock price has dropped by 5.02%, currently trading at 29.89 CNY per share, with a total market capitalization of 45.075 billion CNY [1] - Dazhong Mining Co., Ltd. is located in Baotou City, Inner Mongolia, and was established on October 29, 1999. It was listed on May 10, 2021. The company's main business includes iron ore mining, production and sales of iron concentrate and pellets, and processing and sales of manufactured sand and gravel [1] - The revenue composition of Dazhong Mining is as follows: iron concentrate 71.07%, pellets 20.48%, sulfuric acid 4.58%, sand and gravel 2.73%, others 0.81%, zinc concentrate 0.32%, and lithium ore 0.02% [1] Group 2 - From the perspective of fund holdings, one fund under Bosera Fund has a significant position in Dazhong Mining. Bosera Yuyi Mixed A (000219) held 296,900 shares in the third quarter, accounting for 2.95% of the fund's net value, ranking as the tenth largest holding [2] - The estimated floating loss for Bosera Yuyi Mixed A today is approximately 469,100 CNY. The fund was established on July 29, 2013, with a current size of 128 million CNY. Year-to-date return is 30.35%, ranking 2466 out of 8199 in its category; the one-year return is 29.95%, ranking 2569 out of 8131; and since inception, the return is 270.47% [2]

沪指11月28日上涨0.34%，申万所属行业中，今日上涨的有29个，涨幅居前的行业为钢铁、农林牧渔， 涨幅分别为1.59%、1.59%。钢铁行业位居今日涨幅榜首位。跌幅居前的行业为银行、煤炭，跌幅分别 为0.83%、0.14%。 钢铁行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 001203 | 大中矿业 | 10.00 | 3.14 | 13995.58 | | 002478 | 常宝股份 | 6.26 | 13.83 | 6157.60 | | 600010 | 包钢股份 | 0.41 | 1.37 | 3386.23 | | 000629 | 钒钛股份 | 3.03 | 1.57 | 3355.77 | | 002443 | 金洲管道 | 3.47 | 5.56 | 3287.04 | | 600022 | 山东钢铁 | 0.68 | 1.01 | 2609.48 | | 603878 | 武进不锈 | 10.02 | 4.33 | 2600.26 | | 600307 ...

Market Overview - The steel raw materials sector increased by 4.31% compared to the previous trading day, with Dazhong Mining leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Dazhong Mining (001203) closed at 31.47, with a rise of 10.00% and a trading volume of 404,600 shares, totaling a transaction value of 1.23 billion [1] - Other notable performers include: - Yidian Tishi (601969) at 11.65, up 3.65% [1] - Baodi Mining (601121) at 7.35, up 3.09% [1] - Gangtai Co. (000629) at 3.06, up 3.03% [1] - Hebei Steel Resources (000923) at 17.95, up 2.22% [1] Capital Flow - The steel raw materials sector saw a net inflow of 207 million from main funds, while retail investors experienced a net outflow of 1.63 billion [1] - Detailed capital flow for key stocks includes: - Dazhong Mining with a net inflow of 1.33 billion from main funds, but a net outflow of 944.84 million from retail investors [2] - Gangtai Co. had a net inflow of 36.73 million from main funds, with a net outflow of 2.14 million from retail investors [2] - Baodi Mining recorded a net inflow of 8.97 million from main funds, with a net outflow of 85.54 million from retail investors [2]

记者丨黎雨桐 编辑丨吴桂兴 11月28日，A股11月收官。沪指本月累计跌1.67%，月中续创十年新高后震荡回落，终结月线六连阳。 28日收盘，A股股指悉数飘红。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3888.60 | 12984.08 | 1387.70 | | +13.34 +0.34% +108.89 +0.85% | | +5.38 +0.39% | | 科创50 | 创业板指 | 万得全A | | 1327.15 | 3052.59 | 6205.68 | | +16.45 +1.25% +21.29 +0.70% | | +47.36 +0.77% | | 沪深300 | 中证500 | 中证A500 | | 4526.66 | 7031.55 | 5440.94 | | +11.26 +0.25% | +80.27 +1.15% | +25.02 +0.46% | | 中证1000 | 深证100 | 中证红利 | | 7334.21 | 5694.00 | 5545.84 | | +76.76 +1 ...

Market Overview - The A-share market ended November with a cumulative decline of 1.67%, marking the end of a six-month upward trend after reaching a ten-year high mid-month [1] - On November 28, all major A-share indices closed in the green, with the Shanghai Composite Index at 3888.60, up 0.34% [2] Sector Performance - The Fujian sector showed significant activity, with stocks like Haixia Innovation rising over 16% and several others hitting the daily limit [3] - The Hainan sector also rebounded, with Hainan Ruize achieving three consecutive daily limits and Shennong Agriculture and Hainan Rubber both rising over 8% [5] - Lithium mining stocks experienced a strong rebound, with major players like Dazhong Mining and Shengxin Lithium Energy seeing gains of over 7% and 6%, respectively [6][7] Stock Specifics - The Two Straits Integration Index increased by 5.41%, with notable performers including Haixia Innovation (16.05), Pingtan Development (10.73), and Fujian Cement (7.49) [4] - In the lithium sector, Dazhong Mining (31.47), Shengxin Lithium Energy (35.26), and Yahua Group (22.59) were highlighted for their performance [7] Declines and Adjustments - Banking stocks collectively adjusted, with Postal Savings Bank down nearly 2% and others like Bank of China and CITIC Bank falling over 1% [9] - The pharmaceutical sector faced a pullback, with stocks like Guangji Pharmaceutical and Zhongsheng Pharmaceutical hitting the daily limit down, and Yue Wannianqing dropping over 10% [9] - AI application stocks also struggled, with companies like Yaowang Technology and Yidian Tianxia declining over 4% [9]

Group 1 - The stock price of Dazhong Mining (SZ:001203) reached the daily limit, closing at 31.47 yuan, with an increase of 10.00% [1] - The total market capitalization of Dazhong Mining is 47.457 billion yuan [1]