Core Points - The AMAC Black Metal Index (AMAC Steel, H30058) experienced a slight decline of 0.01%, closing at 1542.15 points with a trading volume of 9.617 billion [1] - Over the past month, the AMAC Black Metal Index has increased by 17.10%, by 16.81% over the last three months, and by 18.54% year-to-date [1] Index Composition - The AMAC Black Metal Index is composed of 10 major stocks, with Baosteel Co., Ltd. holding the largest weight at 20.04%, followed by Baotou Steel (17.81%) and Hualing Steel (7.38%) [1] - The market share of the AMAC Black Metal Index is predominantly from the Shanghai Stock Exchange at 71.04%, while the Shenzhen Stock Exchange accounts for 28.96% [1] Industry Classification - The AMAC Black Metal Index is entirely composed of the raw materials sector, with a 100.00% allocation [2]

证券之星消息，8月4日特钢板块较上一交易日上涨0.78%，西宁特钢领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。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) | | --- | --- | --- | --- | --- | --- | | 600117 | 西宁特钢 | 4.99 | 8.48% | 387.53万 | 18.83亿 | | 002075 | 沙钢股份 | 6.62 | 3.60% | 157.00万 | 10.31亿 | | 301160 | 翔楼新材 | 63.30 | 2.46% | 3.47万 | 2.16亿 | | 300881 | 盛德整泰 | 37.15 | 0.73% | 2.84万 | 1.05亿 | | 603995 | 角金股份 | 17.89 | 0.39% | 3.10万 | 5510.15万 | | 665009 | 抚顺特钢 | 5.62 | 0.36% | 34.49万 | 1.93亿 | | 000708 | 中信特钢 | 12.84 | ...

资金流向方面，今日主力资金净流入8692.05万元，占比成交额8.43%。其中，超大单净流入3689.02万 元、占成交额3.58%，大单净流入5003.04万元、占成交额4.85%，中单净流出流出1284.58万元、占成交 额1.25%，小单净流出7407.47万元、占成交额7.19%。 沙钢股份最新一期业绩显示，截至2025一季报，公司营业总收入34.95亿元、同比减少7.17%，归属净利 润6865.68万元，同比增长37.56%，扣非净利润4915.39万元，同比增长223.64%，流动比率1.161、速动 比率1.044、资产负债率63.35%。 金融界消息 截至2025年8月4日收盘，沙钢股份（002075）报收于6.62元，上涨3.6%，换手率7.16%，成 交量157.00万手，成交金额10.31亿元。 天眼查商业履历信息显示，江苏沙钢股份有限公司，成立于1999年，位于苏州市，是一家以从事有色金 属冶炼和压延加工业为主的企业。企业注册资本219382.5445万人民币，实缴资本118226.9558万人民 币。公司法定代表人为季永新。 通过天眼查大数据分析，江苏沙钢股份有限公司共对外投资了6 ...

Market Overview - The Shanghai Composite Index fell by 0.37% on August 1, with 14 industries rising, led by Environmental Protection and Media, which increased by 0.88% and 0.82% respectively. The industries with the largest declines were Oil & Petrochemicals and Defense & Military, down by 1.79% and 1.47% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets was 34.062 billion yuan, with 7 industries experiencing net inflows. The Banking sector had the highest net inflow of 1.847 billion yuan, rising by 0.22%, followed by the Power Equipment sector, which increased by 0.54% with a net inflow of 1.263 billion yuan [1] - A total of 24 industries saw net outflows, with the Electronics sector leading with a net outflow of 9.177 billion yuan, followed by the Communications sector with a net outflow of 3.962 billion yuan. Other sectors with significant outflows included Non-Bank Financials, Computers, and Nonferrous Metals [1] Steel Industry Performance - The Steel industry declined by 1.26% with a net outflow of 444.2 million yuan. Out of 44 stocks in this sector, 15 rose while 28 fell. There were 24 stocks with net inflows, with 9 stocks receiving over 10 million yuan in net inflows. The top stock for net inflow was Shagang Group, with 93.5272 million yuan, followed by Xining Special Steel and New Steel with net inflows of 91.9055 million yuan and 32.6323 million yuan respectively [2][3] - The stocks with the largest net outflows included Baogang Group, Hangang Group, and Bayi Iron & Steel, with net outflows of 478.067 million yuan, 182.34 million yuan, and 27.593 million yuan respectively [2][3] Individual Stock Performance - The top stocks in terms of capital flow in the Steel industry included: - Shagang Group: +7.39%, net inflow of 93.5272 million yuan - Xining Special Steel: +3.14%, net inflow of 91.9055 million yuan - New Steel: -2.53%, net inflow of 32.6323 million yuan - Baogang Group: -5.95%, net outflow of 478.8067 million yuan - Hangang Group: -2.34%, net outflow of 182.348 million yuan [3][4]

证券之星消息，8月1日特钢板块较上一交易日上涨0.47%，沙钢股份领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。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) | | --- | --- | --- | --- | --- | --- | | 000708 | 中信特钢 | 12.81 | -0.93% | 15.54万 | 2.00亿 | | 002443 | 金洲管道 | 6.84 | -0.73% | 9.89万 | 6777.60万 | | 000825 | 太钢不锈 | 4.16 | -0.72% | 47.96万 | 2.01亿 | | 600399 | 抚顺特钢 | 5.60 | -0.53% | 37.94万 | 2.12亿 | | 300881 | 盛德藝泰 | 36.88 | -0.38% | 3.50万 | 1.30 Z | | 603995 | 童美股份 | 17.82 | -0.17% | 3.58万 | 6389.00万 | | 002318 | 久立特材 | 22 ...

Core Points - The article highlights the recognition of 100 individuals from the non-public economic sector as "Outstanding Builders of Socialism with Chinese Characteristics" to encourage and motivate private economic actors [1][2][3] - Among the honorees, 9 individuals are from the textile industry, showcasing the sector's contribution to the economy [2] - The recognition aims to inspire private economic individuals to uphold their ideals, maintain development focus, and contribute to national strategies [3] Summary by Categories Recognition and Awards - A total of 100 individuals have been awarded the title of "Outstanding Builders of Socialism with Chinese Characteristics" by various government departments [1][2] - The textile industry has 9 representatives among the honorees, indicating its significance in the non-public economic sector [2] Economic Contributions - Since the 18th National Congress, the non-public economy in China has achieved sustained, healthy, and high-quality development, contributing to growth stability, innovation promotion, employment increase, and improved living standards [2] - The article emphasizes the role of private economic individuals in implementing major policies and strategies set by the government [2][3] Future Outlook - The article expresses optimism about the future of the non-public economy, encouraging private economic individuals to learn from the honorees and actively participate in national development [3]

Core Insights - In the 2025 Fortune Global 500 list, China has 130 companies included, showcasing the strength of its economy [1] - Three companies from Jiangsu Province, namely Hengli Group, Shenghong Holding Group, and Jiangsu Shagang Group, have made it to the list, ranking 81st, 161st, and 416th respectively [1] Company Performance - Hengli Group, with a solid foundation in integrated refining and chemical business, ranks 81st globally and has been on the list for nine consecutive years [1] - Shenghong Group improved its position from 171st in 2024 to 161st in 2025, marking its sixth consecutive year on the list with a positive growth trend [1] - Jiangsu Shagang Group, a well-known steel materials manufacturer, ranks 416th and has been on the list for 17 years [1] Regional Highlights - Suzhou has secured all the spots for Jiangsu Province on the list, emphasizing its status as a manufacturing powerhouse in the Yangtze River Delta region [1] - The inclusion of these companies reflects the robust vitality and strength of Suzhou's economy [1]

证券之星消息，7月30日特钢板块较上一交易日上涨0.34%，西宁特钢领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。特钢板块个股涨跌见下表： 从资金流向上来看，当日特钢板块主力资金净流入1285.69万元，游资资金净流入101.03万元，散户资金 净流出1386.73万元。特钢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) | | --- | --- | --- | --- | --- | --- | | 600117 | 西宁特钢 | 4.20 | 9.95% | 240.61万 | 10.03亿 | | 002443 | 金洲管道 | 6.96 | 1.90% | 18.06万 | 1.24亿 | | 002318 | 久立特材 | 23.02 | 0.48% | 10.45万 | 2.41亿 | | 000825 | 太钢不锈 | 4.38 | 0.46% | 1 74.63万 | 3.30亿 | | 002075 | 沙钢股份 | 6.12 | 0.16% | 43.29万 | 2.66 ...

Group 1 - The core viewpoint of the news is that Jiangsu Shagang Co., Ltd. has shown a mixed financial performance in the latest quarter, with a decrease in total revenue but a significant increase in net profit and non-recurring net profit [1] - As of July 29, 2025, Shagang's stock price closed at 6.11 yuan, reflecting an increase of 0.83% with a trading volume of 414,500 hands and a transaction amount of 251 million yuan [1] - The company's total revenue for Q1 2025 was 3.495 billion yuan, a year-on-year decrease of 7.17%, while the net profit attributable to shareholders was 68.66 million yuan, a year-on-year increase of 37.56% [1] Group 2 - The company has a current ratio of 1.161, a quick ratio of 1.044, and a debt-to-asset ratio of 63.35% [1] - Jiangsu Shagang has made investments in 6 external companies and participated in 39 bidding projects, indicating active engagement in business expansion [2] - The company holds 25 patents and has obtained 7 administrative licenses, showcasing its commitment to innovation and regulatory compliance [2]

Market Performance - The special steel sector increased by 1.9% on July 29, with Xining Special Steel leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Individual Stock Performance - Xining Special Steel (600117) closed at 3.82, up 10.09% with a trading volume of 4.0612 million shares and a turnover of 1.446 billion yuan [1] - Xianglou New Material (301160) closed at 65.00, up 8.91% with a trading volume of 81,200 shares and a turnover of 501 million yuan [1] - Shengde Zhengtai (300881) closed at 40.75, up 5.41% with a trading volume of 82,800 shares and a turnover of 329 million yuan [1] - Fangda Special Steel (600507) closed at 5.93, up 3.85% with a trading volume of 1.7292 million shares and a turnover of 427 million yuan [1] - Other notable performances include Taigang Stainless Steel (000825) up 2.59% and CITIC Special Steel (000708) up 1.42% [1] Capital Flow Analysis - The special steel sector experienced a net outflow of 44.0156 million yuan from main funds, while retail funds saw a net inflow of 131 million yuan [2] - The individual stock capital flow indicates that Xianglou New Material had a main fund net inflow of 72.1603 million yuan, while Fangda Special Steel had a net inflow of 62.5260 million yuan [3] - Conversely, stocks like Jiu Li Special Materials (002318) and Fushun Special Steel (600399) experienced significant net outflows from main funds [3]