JIULI Hi-tech(002318)

Search documents
特钢板块10月22日涨0.23%,方大特钢领涨,主力资金净流入3418.04万元
Zheng Xing Xing Ye Ri Bao· 2025-10-22 08:19
证券之星消息,10月22日特钢板块较上一交易日上涨0.23%,方大特钢领涨。当日上证指数报收于 3913.76,下跌0.07%。深证成指报收于12996.61,下跌0.62%。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) | | --- | --- | --- | --- | --- | --- | | 600507 | 方大特钢 | 5.57 | 2.77% | 31.57万 | 1.75亿 | | 300881 | 盛德整泰 | 35.29 | 2.20% | 1.72万 | 6024.66万 | | 665009 | 抚顺特钢 | 5.30 | 1.92% | 50.81万 | 2.72亿 | | 002443 | 金洲管道 | 8.48 | 1.44% | 0 22.00万 | 1.87亿 | | 600117 | 西宁特钢 | 3.28 | 1.23% | 28.05万 | 9175.78万 | | 002318 | 久立特材 | 25.66 | 0.90% | 10.33万 | 2.65亿 | | 301160 | 翔楼新材 | 59.7 ...
久立特材涨2.16%,成交额1.84亿元,主力资金净流入910.18万元
Xin Lang Cai Jing· 2025-10-22 05:43
分红方面,久立特材A股上市后累计派现34.68亿元。近三年,累计派现18.02亿元。 资料显示,浙江久立特材科技股份有限公司位于浙江省湖州市吴兴区中兴大道1899号,成立日期2004年 1月8日,上市日期2009年12月11日,公司主营业务涉及工业用不锈钢管及特种合金的管材、管件、法 兰、棒材及管道预制件的研发、生产、销售。主营业务收入构成为:无缝管37.97%,复合管33.57%, 焊接管13.44%,合金材料6.25%,其他5.54%,管件3.23%。 久立特材所属申万行业为:钢铁-特钢Ⅱ-特钢Ⅲ。所属概念板块包括:超超临界发电、核聚变、海水淡 化、特种钢、天然气等。 截至6月30日,久立特材股东户数2.06万,较上期增加16.03%;人均流通股46427股,较上期减少 13.80%。2025年1月-6月,久立特材实现营业收入61.05亿元,同比增长26.39%;归母净利润8.28亿元, 同比增长28.48%。 10月22日,久立特材盘中上涨2.16%,截至13:16,报25.98元/股,成交1.84亿元,换手率0.75%,总市值 253.87亿元。 资金流向方面,主力资金净流入910.18万元,特大单买 ...
国泰海通:节后钢铁需求恢复增长 库存重回下降趋势
智通财经网· 2025-10-21 06:55
智通财经APP获悉,国泰海通发布研报称,上周五大品种钢材表观消费量875.41万吨,环比升123.98万 吨;其中建材表观消费量304.17万吨,环比升81.55万吨;板材表观消费量571.24万吨,环比升42.43万 吨。五大品种钢材产量856.95万吨,环比降6.36万吨;总库存1582.26万吨,环比降18.46万吨,维持低位 水平。当前钢铁需求有望逐步触底;供给端即便不考虑供给政策,目前行业亏损时间已经较长,供给的 市场化出清已开始出现,预期钢铁行业基本面有望逐步修复。而若供给政策落地,行业供给的收缩速度 更快,行业上行的进展将更快展开。 国泰海通主要观点如下: 需求环比上升,库存环比下降 上周(本报告中的上周均指2025年10月13日至10月17日当周)五大品种钢材表观消费量875.41万吨,环比 升123.98万吨;其中建材表观消费量304.17万吨,环比升81.55万吨;板材表观消费量571.24万吨,环比 升42.43万吨。五大品种钢材产量856.95万吨,环比降6.36万吨;总库存1582.26万吨,环比降18.46万 吨,维持低位水平。上周247家钢厂高炉开工率84.27%,环比持平;高炉 ...
久立特材涨2.04%,成交额3971.18万元,主力资金净流入206.09万元
Xin Lang Cai Jing· 2025-10-21 02:04
10月21日,久立特材盘中上涨2.04%,截至09:44,报25.99元/股,成交3971.18万元,换手率0.16%,总 市值253.97亿元。 资金流向方面,主力资金净流入206.09万元,大单买入728.34万元,占比18.34%,卖出522.26万元,占 比13.15%。 久立特材今年以来股价涨15.68%,近5个交易日涨0.23%,近20日涨14.95%,近60日涨9.62%。 资料显示,浙江久立特材科技股份有限公司位于浙江省湖州市吴兴区中兴大道1899号,成立日期2004年 1月8日,上市日期2009年12月11日,公司主营业务涉及工业用不锈钢管及特种合金的管材、管件、法 兰、棒材及管道预制件的研发、生产、销售。主营业务收入构成为:无缝管37.97%,复合管33.57%, 焊接管13.44%,合金材料6.25%,其他5.54%,管件3.23%。 久立特材所属申万行业为:钢铁-特钢Ⅱ-特钢Ⅲ。所属概念板块包括:超超临界发电、海水淡化、核聚 变、天然气、特种钢等。 截至6月30日,久立特材股东户数2.06万,较上期增加16.03%;人均流通股46427股,较上期减少 13.80%。2025年1月-6月 ...
钢铁行业周度更新报告:节后需求恢复增长,库存重回下降趋势-20251020
GUOTAI HAITONG SECURITIES· 2025-10-20 12:32
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 of supply may accelerate, leading to quicker industry recovery [3][8]. - The report highlights a week-on-week increase in steel consumption and a decrease in inventory levels, suggesting a positive trend in demand recovery post-holiday [5][12]. - Profit margins for steel production have decreased, with average gross margins for rebar and hot-rolled coils declining significantly [5][42]. Summary by Sections Steel Prices and Inventory - Last week, the price of Shanghai rebar fell by 50 CNY/ton to 3210 CNY/ton, a decrease of 1.54%. Hot-rolled coil prices dropped by 120 CNY/ton to 3280 CNY/ton, a decline of 3.53% [8]. - Total inventory of major steel products decreased to 15.82 million tons, down 1.15% week-on-week [12]. Raw Materials - Iron ore spot prices decreased by 10 CNY/ton to 780 CNY/ton, while futures prices fell by 24.5 CNY/ton to 771 CNY/ton [51]. - Iron ore port inventory rose to 142.78 million tons, an increase of 1.81% [53]. Production and Profitability - The total steel production last week was 8.57 million tons, a decrease of 6.36 million tons week-on-week [36]. - The average gross margin for rebar was 111.6 CNY/ton, down 34.3 CNY/ton, while for hot-rolled coils, it was 21.6 CNY/ton, down 67.6 CNY/ton [42]. Market Outlook - The report anticipates that the demand for steel will stabilize, with a gradual recovery expected in the construction and manufacturing sectors, despite ongoing challenges in the real estate market [5][8]. - The steel industry is expected to benefit from policies aimed at reducing inefficient production capacity and promoting high-quality development [5].
特钢板块10月20日涨0.5%,久立特材领涨,主力资金净流入4469.37万元
Zheng Xing Xing Ye Ri Bao· 2025-10-20 08:21
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]
建筑需求承压,原料价格相对强势
ZHONGTAI SECURITIES· 2025-10-20 08:06
Investment Rating - The industry is rated as "Overweight" [4][6][72] Core Viewpoints - The construction demand is under pressure while raw material prices remain relatively strong, leading to a maintained "Overweight" rating for the industry [6] - Steel demand has shown a significant week-on-week increase, primarily driven by the resumption of work after the National Day holiday, although construction material demand remains weak year-on-year [6][10] - Steel inventory has increased week-on-week, with hot-rolled steel experiencing the most accumulation [6][15] - Iron output has decreased week-on-week but has increased year-on-year, indicating resilience in demand supported by the manufacturing sector [6][37] Summary by Relevant Sections Market Overview - The Shanghai Composite Index fell by 1.47% this week, while the CSI 300 Index dropped by 2.22%. The steel sector declined by 2.01%, outperforming the CSI 300 by 0.21 percentage points [10] - Black futures prices have decreased, with rebar closing at 3037 CNY/ton, down 66 CNY/ton (2.13%), and hot-rolled coil at 3204 CNY/ton, down 81 CNY/ton (2.47%) [13][38] Demand and Supply Dynamics - The apparent consumption of the five major steel products decreased year-on-year, totaling 8.5922 million tons, although it increased by 1.5131 million tons week-on-week [15] - Total steel inventory rose to 21.7508 million tons, an increase of 389.33 thousand tons year-on-year [25] - The iron output from 247 steel enterprises was 2.4095 million tons, a slight decrease of 0.0059 million tons week-on-week but an increase of 0.659 million tons year-on-year [37] Profitability and Pricing - The profitability per ton of steel has weakened, with various steel products showing fluctuating profits, such as rebar at -15 CNY/ton and hot-rolled steel at -8 CNY/ton [46] - The profit ratio among 247 steel mills was 55.41%, a decrease of 0.87 percentage points from the previous week [47] Downstream Demand - Domestic cement dispatches fell to 2.5285 million tons, a year-on-year decrease of 726.5 thousand tons [58] - PVC production increased to 467.38 thousand tons, up 1.4293 thousand tons year-on-year [58]
久立特材涨2.02%,成交额1.58亿元,主力资金净流入1491.42万元
Xin Lang Zheng Quan· 2025-10-20 02:52
Core Viewpoint - Jiu Li Special Materials has shown a positive stock performance with a year-to-date increase of 12.43%, despite a recent decline over the past five trading days [1] Group 1: Stock Performance - As of October 20, Jiu Li Special Materials' stock price increased by 2.02%, reaching 25.26 CNY per share, with a trading volume of 1.58 billion CNY and a turnover rate of 0.66% [1] - The company's total market capitalization is 24.683 billion CNY [1] - The stock has experienced a decline of 3.66% over the last five trading days, but has increased by 10.40% over the last 20 days and 8.60% over the last 60 days [1] Group 2: Financial Performance - For the first half of 2025, Jiu Li Special Materials reported a revenue of 6.105 billion CNY, representing a year-on-year growth of 26.39% [2] - The net profit attributable to shareholders for the same period was 828 million CNY, reflecting a year-on-year increase of 28.48% [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Jiu Li Special Materials increased by 16.03% to 20,600 [2] - The average number of circulating shares per shareholder decreased by 13.80% to 46,427 shares [2] - The company has distributed a total of 3.468 billion CNY in dividends since its A-share listing, with 1.802 billion CNY distributed in the last three years [3] Group 4: Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 44.637 million shares, an increase of 1.8334 million shares from the previous period [3] - The eighth-largest circulating shareholder, Fu Guo Xing Yuan Preferred 12-Month Holding Mixed A, holds 15.2453 million shares, unchanged from the previous period [3] - The ninth-largest circulating shareholder, Guangfa Steady Growth Mixed A, holds 12.5 million shares, a decrease of 800,000 shares from the previous period [3]
钢铁:金属金融属性进一步放大
GOLDEN SUN SECURITIES· 2025-10-19 08:38
Investment Rating - The report maintains a rating of "Buy" for the steel industry [5]. Core Insights - The steel industry is experiencing a shift in focus from demand to supply as countries enter a mature industrialization phase. The overall economy is expected to remain stable, with potential for recovery in the steel sector [2][4]. - The report highlights the importance of government fiscal policies in influencing trade balances and commodity prices, particularly gold, which is seen as a counter to the U.S. dollar's credit [2]. - The report emphasizes the need for steel mills to implement production cuts effectively to stabilize the market and improve valuations of certain companies within the industry [2][4]. Supply Analysis - The average daily pig iron production has slightly decreased to 2.409 million tons, with a decline in rebar and hot-rolled coil production [11]. - The capacity utilization rate for blast furnaces across 247 steel mills is reported at 90.3%, a slight decrease of 0.2 percentage points from the previous period [16]. - The total inventory of five major steel products has decreased by 1.2% week-on-week, indicating a tightening supply [23]. Demand Analysis - Apparent consumption of five major steel products has rebounded by 16.5% week-on-week, although it remains down 2.0% year-on-year [47]. - Rebar demand has shown a significant increase of 43.5% week-on-week, while overall building material transactions have decreased by 6.3% [37][38]. Price and Profitability - The report notes a slight decline in the current steel prices, with the Myspic comprehensive steel price index down by 1.5% week-on-week [69]. - The current profit margins for long-process rebar and hot-rolled products are negative, indicating pressure on profitability [70]. Key Companies - The report recommends several companies for investment, including: - Hualing Steel (华菱钢铁) [8] - Nanjing Steel (南钢股份) [8] - Baosteel (宝钢股份) [8] - New Steel (新钢股份) [8] - Jiuli Special Materials (久立特材) [8] - Yongjin Co., Ltd. (甬金股份) [8] - Changbao Steel (常宝股份) [8] - Wujin Stainless Steel (武进不锈) [2][8].
钢价小幅回落,关注“十五五“规划指引
Minsheng Securities· 2025-10-19 04:05
Investment Rating - The report maintains a "Buy" recommendation for several steel companies, including Hualing Steel, Baosteel, Nanjing Steel, and others [3][4]. Core Insights - Steel prices have slightly declined, with the price of 20mm HRB400 rebar in Shanghai at 3210 CNY/ton, down 50 CNY/ton from the previous week [1][11]. - The report highlights a decrease in steel production and inventory levels, with total production of the five major steel products at 8.57 million tons, a decrease of 63,600 tons week-on-week [2][3]. - The report emphasizes the importance of the upcoming "14th Five-Year Plan" meeting, which is expected to guide long-term economic development and capacity regulation in the steel industry [3][8]. Summary by Sections Price Trends - As of October 17, steel prices have shown a downward trend, with specific price changes for various steel products, including a 120 CNY/ton decrease for hot-rolled steel [1][12]. Production and Inventory - The total inventory of the five major steel products decreased by 23,800 tons to 11.2451 million tons, with a notable reduction in rebar inventory [2][3]. Profitability - Steel margins have decreased, with rebar, hot-rolled, and cold-rolled steel margins down by 36 CNY/ton, 55 CNY/ton, and 17 CNY/ton respectively [1][3]. Investment Recommendations - The report recommends several companies for investment, including Hualing Steel, Baosteel, and Nanjing Steel in the general steel sector, and specific companies in the special steel and pipe sectors [3][4].