从资金流向上来看，当日特钢板块主力资金净流入1.56亿元，游资资金净流出4334.1万元，散户资金净流 出1.12亿元。特钢板块个股资金流向见下表： 证券之星消息，10月27日特钢板块较上一交易日上涨3.29%，常宝股份领涨。当日上证指数报收于 3996.94，上涨1.18%。深证成指报收于13489.4，上涨1.51%。特钢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) | | --- | --- | --- | --- | --- | --- | | 002478 | 常宝股份 | 6.74 | 9.95% | 41.71万 | 2.77亿 | | 000708 | 中信特钢 | 14.82 | 5.41% | 40.04万 | · 5.98 Z | | 300881 | 盛德整泰 | 36.20 | 4.17% | 3.96万 | 1.42亿 | | 000825 | 太钢不锈 | 4.16 | 2.72% | 65.86万 | 2.73亿 | | 600507 | 方大特钢 | 5.58 | 2.57% | 29.20万 | 1.63亿 | | 0 ...

证券之星消息，10月24日特钢板块较上一交易日下跌0.46%，西宁特钢领跌。当日上证指数报收于 3950.31，上涨0.71%。深证成指报收于13289.18，上涨2.02%。特钢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) | | | --- | --- | --- | --- | --- | --- | --- | | 301160 | 翔楼新材 | 63.21 | 6.70% | 6.01万 | | 3.76亿 | | 002443 | 金洲管道 | 8.70 | 4.82% | 31.39万 | | 2.70亿 | | 000708 | 中信特钢 | 14.06 | 0.07% | 18.93万 | | 2.66亿 | | 002318 | 久立特材 | 25.60 | -0.19% | 1 9.08万 | | 2.31亿 | | 002075 | 沙钢股份 | 5.59 | -0.36% | 26.01万 | | 1.46 Z | | 603995 | 更美股份 | 17.96 | -0.55% | 4.21万 | 7587.83万 | | | ...

Core Viewpoint - Shagang Group (002075.SZ) stated on October 23 that it does not have any international trading companies or related trading departments [1] Group 1 - The company confirmed the absence of international trade operations [1]

Market Overview - The special steel sector increased by 0.23% on October 22, with Fangda Special Steel leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Fangda Special Steel (600507) closed at 5.57, up 2.77% with a trading volume of 315,700 shares and a turnover of 175 million yuan [1] - Other notable performers include: - Shengde Zhengtai (300881) at 35.29, up 2.20% [1] - Fushun Special Steel (665009) at 5.30, up 1.92% [1] - Jinzhu Pipeline (002443) at 8.48, up 1.44% [1] - Xining Special Steel (600117) at 3.28, up 1.23% [1] Capital Flow - The special steel sector saw a net inflow of 34.18 million yuan from institutional investors, while retail investors experienced a net outflow of 36.31 million yuan [2][3] - The capital flow for key stocks includes: - Fushun Special Steel with a net inflow of 28.63 million yuan from institutional investors [3] - Jiu Li Special Materials (002318) with a net inflow of 16.07 million yuan [3] - Fangda Special Steel with a net inflow of 6.93 million yuan from institutional investors [3]

Market Performance - The special steel sector increased by 1.09% on October 21, with Jinzhou Pipeline leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Individual Stock Performance - Jinzhou Pipeline (002443) closed at 8.36, up 6.23% with a trading volume of 249,200 shares and a turnover of 206 million yuan [1] - Changbao Co. (002478) closed at 6.33, up 4.46% with a trading volume of 397,100 shares and a turnover of 251 million yuan [1] - Shagang Group (002075) closed at 5.61, up 1.81% with a trading volume of 305,800 shares and a turnover of 171 million yuan [1] - Other notable performances include Taigang Stainless (000825) up 1.73% and Fangda Special Steel (600507) up 1.12% [1] Capital Flow Analysis - The special steel sector saw a net inflow of 8.93 million yuan from institutional investors, while retail investors contributed a net inflow of 10.64 million yuan [2] - The sector experienced a net outflow of 19.57 million yuan from speculative funds [2] Detailed Capital Flow for Key Stocks - Jinzhou Pipeline (002443) had a net inflow of 16.46 million yuan from institutional investors, while it faced a net outflow of 3.39 million yuan from speculative funds [3] - Shagang Group (002075) saw a net inflow of 15.62 million yuan from institutional investors, but a net outflow of 17.73 million yuan from speculative funds [3] - Fangda Special Steel (600507) had a net inflow of 4.64 million yuan from institutional investors, with a net outflow of 6.74 million yuan from speculative funds [3]

Core Viewpoint - The stock of Jiangsu Shagang Co., Ltd. has shown fluctuations, with a recent increase of 2.18% in price, but a year-to-date decline of 9.70% [1] Group 1: Stock Performance - As of October 21, the stock price reached 5.63 CNY per share, with a total market capitalization of 12.351 billion CNY [1] - The stock has experienced a slight increase of 0.18% over the last five trading days, but a decline of 4.58% over the last 20 days and 8.75% over the last 60 days [1] Group 2: Financial Performance - For the first half of 2025, the company reported a revenue of 6.827 billion CNY, a year-on-year decrease of 10.86%, while the net profit attributable to shareholders was 156 million CNY, showing a significant increase of 49.53% [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 2.38% to 67,200, while the average number of circulating shares per person increased by 2.44% to 32,660 shares [2] - The company has distributed a total of 1.14 billion CNY in dividends since its A-share listing, with 384 million CNY distributed in the last three years [3] - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.7152 million shares, and new entrants like Huaxia CSI 1000 ETF [3]

Core Insights - The special steel sector experienced a 0.5% increase on October 20, with Jiuli Special Materials leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Special Steel Sector Performance - Jiuli Special Materials (002318) closed at 25.47, with a rise of 2.87% and a trading volume of 160,300 shares, totaling a transaction value of 406 million yuan [1] - Xianglou New Materials (301160) closed at 58.88, up 2.54%, with a trading volume of 27,300 shares and a transaction value of 162 million yuan [1] - Shengde Zhengtai (300881) closed at 34.33, increasing by 1.18%, with a trading volume of 12,900 shares and a transaction value of 44.03 million yuan [1] - Fushun Special Steel (600399) closed at 5.16, up 0.58%, with a trading volume of 207,700 shares and a transaction value of 107 million yuan [1] - Other notable performances include Xining Special Steel (600117) at 3.21 (+0.31%), Taiyuan Iron & Steel (000825) at 4.04 (+0.25%), and Jinzou Pipeline (002443) at 7.87 (+0.13%) [1] Capital Flow Analysis - The special steel sector saw a net inflow of 44.69 million yuan from main funds, while retail funds experienced a net outflow of 37.27 million yuan [2] - The overall capital flow indicates a mixed sentiment among different investor types, with main funds showing interest while retail investors withdrew [2]

Group 1 - The issuance of technology innovation bonds in Jiangsu has reached a total of 94 bonds with a total issuance amount of 52.7 billion yuan since the new regulations were implemented on May 7 [1] - Long-term bonds are becoming more prevalent, with 64% of the bonds having a maturity of over 3 years and approximately 27% over 5 years [1] - A diverse range of issuers is participating, including AAA-rated manufacturing leaders and AA-rated venture capital groups, with funds primarily allocated for working capital needs [1] Group 2 - Private equity investment institutions have emerged as a significant issuer category under the new regulations, with the first private venture capital institutions successfully issuing technology innovation bonds [2] - The first bank-intermediated technology innovation bonds were issued by Yuanhe Holdings, featuring a 3-year term and a coupon rate of 1.92%, setting a new low for similar bonds [2] - Financial institutions are actively participating, with Dongwu Securities issuing 1.2 billion yuan in technology innovation bonds at a rate of 1.74%, attracting significant interest from various institutional investors [2]

Core Insights - The special steel sector experienced a decline of 1.11% on October 17, with Jiuli Special Materials leading the drop at -3.36% [1][2] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - The following stocks in the special steel sector showed varied performance: - Fangda Special Steel: Closed at 5.39, up 0.56% with a trading volume of 202,600 shares [1] - Jiuli Special Materials: Closed at 24.76, down 3.36% with a trading volume of 124,400 shares and a transaction value of 312 million [2] - Taiyuan Iron & Steel: Closed at 4.03, down 0.98% with a trading volume of 453,300 shares [2] Capital Flow - The special steel sector saw a net outflow of 153 million from institutional investors, while retail investors contributed a net inflow of 118 million [2] - The following stocks had significant capital flow: - Shengde Zhengtai: Net inflow from retail investors was 961,210, while institutional investors had a net outflow of 666,910 [3] - Xining Special Steel: Retail investors had a net inflow of 637,800, while institutional investors had a net outflow of 407,220 [3]

Core Viewpoint - Shagang Group announced a cash dividend distribution plan for the first half of 2025, proposing a payout of 0.25 RMB per 10 shares to all shareholders, including tax [2] Summary by Sections - **Dividend Announcement** - The company will distribute a cash dividend of 0.25 RMB for every 10 shares held by shareholders [2] - The record date for the dividend is set for October 23, 2025, and the ex-dividend date is October 24, 2025 [2]