Core Viewpoint - The company, Jiuli Special Materials, focuses on the research, production, and sales of industrial stainless steel pipes and special alloy pipes, with applications in strategic emerging industries such as oil and gas, nuclear power, thermal power, and aviation [2]. Group 1 - The company has developed deep-sea oil and gas extraction pipes and pipeline steel products that meet stringent requirements for high pressure, corrosion resistance, and reliability [2]. - These products have been successfully applied in key stages of deep-sea oil and gas exploration, extraction, and transportation [2]. - The company plans to continue monitoring demand changes in high-end application scenarios, such as offshore drilling platforms, and aims to enhance product processes and precision levels [2].

Core Viewpoint - The company emphasizes its commitment to controlled nuclear fusion research and its active participation in the ITER project, focusing on the development of key materials like PF conduits [1] Group 1 - The company recognizes controlled nuclear fusion as a significant global research area and an important field for international scientific collaboration [1] - The company has increased its research investment in this area, indicating a strategic focus on technological innovation and market dynamics in the nuclear power sector [1] - Although the nuclear fusion business segment currently represents a small portion of the company's overall layout, it remains vigilant in monitoring technological advancements and market trends [1] Group 2 - The company is open to suggestions for strengthening research on controlled nuclear fusion materials and is willing to explore supply chain opportunities [1] - The company plans to carefully study and seize opportunities related to technological innovation and industrial layout adjustments [1]

Core Insights - The State Council has announced a work plan to promote stable growth in the electric power equipment industry, specifically focusing on the approval and construction of coastal nuclear power projects [1] - Nuclear power concept stocks have seen an average price increase of 35.11% year-to-date, with some stocks doubling in value [1] - Shanghai Electric has recorded the highest price increase among nuclear power stocks, with a year-to-date rise of 147.62% [1] Company Performance - The following nuclear power concept stocks have been highlighted for their performance and social security fund holdings: - Shun'an Environment (盾安环境): Total market value of 13.638 billion, year-to-date increase of 18.41%, social security fund holding of 4.26% [2] - Jiuli Special Materials (久立特材): Total market value of 22.709 billion, year-to-date increase of 3.27%, social security fund holding of 3.35% [2] - Jiadian Co., Ltd. (佳电股份): Total market value of 8.236 billion, year-to-date increase of 6.02%, social security fund holding of 3.30% [2] - Western Superconducting Technologies (西部超导): Total market value of 39.357 billion, year-to-date increase of 43.40%, social security fund holding of 3.17% [2] - Other notable stocks include Libat (利柏特), Yongxing Materials (永兴材料), Jiangsu Shentong (江苏神通), and Western Materials (西部材料) with varying performance metrics [2]

Company Overview - Jiu Li Special Materials Co., Ltd. is located in Huzhou, Zhejiang Province, established on January 8, 2004, and listed on December 11, 2009. The company specializes in the research, production, and sales of industrial stainless steel pipes and special alloy materials, including pipes, fittings, flanges, bars, and prefabricated components [2]. Financial Performance - For the first half of 2025, Jiu Li Special Materials achieved operating revenue of 6.105 billion yuan, representing a year-on-year growth of 26.39%. The net profit attributable to shareholders was 828 million yuan, with a year-on-year increase of 28.48% [2]. - Since its A-share listing, the company has distributed a total of 3.468 billion yuan in dividends, with 1.802 billion yuan distributed over the past three years [3]. Stock Performance - As of September 12, the stock price of Jiu Li Special Materials decreased by 2.02%, trading at 22.77 yuan per share, with a total market capitalization of 22.25 billion yuan. The stock has seen a year-to-date increase of 1.34%, a 5-day increase of 2.71%, a 20-day increase of 2.06%, and a 60-day decrease of 3.11% [1][2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 16.03% to 20,600, with an average of 46,427 circulating shares per person, a decrease of 13.80% from the previous period. The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 44.6371 million shares, an increase of 1.8334 million shares from the previous period [2][3]. Capital Flow - On September 12, the net outflow of main funds was 5.9887 million yuan, with large orders accounting for 16.16% of purchases and 21.32% of sales [1].

Market Performance - On September 11, the special steel sector rose by 1.04%, with Xianglou New Materials leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Individual Stock Performance - Xianglou New Materials (301160) closed at 64.98, with a gain of 4.29% and a trading volume of 39,600 lots, amounting to a transaction value of 254 million [1] - Fangda Special Steel (600507) closed at 5.73, up 1.78%, with a trading volume of 244,000 lots [1] - CITIC Special Steel (000708) closed at 12.96, up 1.33%, with a trading volume of 113,800 lots [1] - Other notable stocks include Jinzhou Pipeline (002443) at 7.17 (+0.99%), Shagang Group (002075) at 5.95 (+0.85%), and Jiuli Special Materials (002318) at 23.24 (+0.78%) [1] Fund Flow Analysis - The special steel sector experienced a net outflow of 112 million from main funds, while retail investors saw a net inflow of 110 million [1] - The detailed fund flow for individual stocks shows that Changbao Co. (002478) had a main fund net inflow of 6.82 million, while it faced a net outflow from speculative funds of 8.26 million [2] - Fangda Special Steel (600507) had a significant main fund net outflow of 12.08 million, with retail investors contributing a net inflow of 28.79 million [2]

Investment Rating - The steel industry is rated positively with a recommendation for leading companies and flexible targets in both the ordinary and special steel sectors [4][4][4]. Core Insights - The steel sector experienced a recovery in profits, with the SW Steel index rising by 3.82% in H1 2025 and 15.62% from July to now, indicating a positive trend in the industry [1][9][11]. - The profitability of the ordinary steel sector saw a significant year-on-year increase of 1831.92% in Q2 2025, while special steel experienced a slight decrease of 2.72% [2][16]. - The report highlights the ongoing optimization of steel production capacity, driven by policies aimed at reducing overcapacity and improving environmental standards [3][4][55]. Summary by Sections Steel Sector Performance - In H1 2025, the steel sector's performance was weaker than the Shanghai Composite Index, but improved significantly from July onwards, aligning closely with the index [11][12]. - The ordinary steel sector showed a 4.47% increase in H1 2025 and a 17.63% increase from July to now, while special steel increased by 5.03% and 10.41% respectively [12][13]. Financial Metrics - The steel sector's total revenue in H1 2025 was 945.53 billion, down 9.16% year-on-year, while net profit increased by 157.66% to 13.14 billion [16][16]. - The gross profit margin improved to 7.47% in Q2 2025, with a net profit margin of 1.89% [19][19]. Investment Recommendations - The report suggests focusing on leading companies in the ordinary steel sector, such as Hualing Steel and Baosteel, which are expected to benefit from policy support and improved profitability [4][4][4]. - For the special steel sector, companies benefiting from downstream demand in automotive and renewable energy sectors are recommended, including Xianglou New Materials and Jiuli Special Materials [4][4][4]. Market Trends - The report notes that manufacturing and direct exports are supporting steel demand, while the construction sector remains weak but shows signs of stabilization [3][4]. - The steel industry is expected to undergo significant capacity optimization, with new regulations promoting high-value, low-carbon production methods [55][55].

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 浙江久立特材科技股份有限公司（以下简称"公司"）于2025年9月5日收到公司实际控制人周志江先生的 通知，其通过100%持股的湖州一亩田企业管理有限公司（以下简称"一亩田"）在二级市场增持公司股 份1,200,000股，占公司总股本的0.12%，交易总金额为26,369,484.92元。现将有关情况公告如下： 一、本次增持情况 注：1、一亩田为周志江先生100%持股的公司，久立集团股份有限公司实际控制人为周志江先生，章宇 旭先生系周志江先生的儿子，因此一亩田、久立集团股份有限公司、章宇旭先生、周志江先生互为一致 行动人。 2、久立集团股份有限公司直接持有公司股份335,477,923股，占公司总股本的34.33%；通过股票收益互 换持有公司股份3,542,802股，占公司总股本的0.36%。久立集团股份有限公司共持有公司股份 339,020,725股，占公司总股本的34.69%。 二、其他相关事项说明 1、本次增持公司股份符合《证券法》、《上市公司收购管理办法》、 ...

截至发稿，久立特材市值为222亿元。 每经头条（nbdtoutiao）——"中国真正实现了弯道超车"！从美国回来14年，陈智胜亲历中国创新药大 爆发：以前跨国药企不太信任中国数据，但现在不同了 （记者 曾健辉） 每经AI快讯，久立特材（SZ 002318，收盘价：22.74元）9月8日晚间发布公告称，浙江久立特材科技股 份有限公司于2025年9月5日收到公司实际控制人周志江先生的通知，其通过100%持股的湖州一亩田企 业管理有限公司在二级市场增持公司股份1,200,000股，占公司总股本的0.12%，交易总金额为 26,369,484.92元。 2025年1至6月份，久立特材的营业收入构成为：石油和化工和天然气占比61.36%，电力设备制造占比 15.18%，其他机械制造占比13.5%，其他不可分行业占比9.96%。 ...

格隆汇9月8日丨久立特材(002318.SZ)公布，公司于2025年9月5日收到公司实际控制人周志江先生的通 知，其通过100%持股的湖州一亩田企业管理有限公司(简称"一亩田")在二级市场增持公司股份120万 股，占公司总股本的0.12%，交易总金额为2636.948万元。 ...

关于实际控制人之一致行动人完成增持公司股份的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 浙江久立特材科技股份有限公司（以下简称"公司"）于2025年9月5日收到 公司实际控制人周志江先生的通知，其通过100%持股的湖州一亩田企业管理有 限公司（以下简称"一亩田"）在二级市场增持公司股份1,200,000股，占公司总 股本的0.12%，交易总金额为26,369,484.92元。现将有关情况公告如下： 一、本次增持情况 1、增持目的 基于对公司未来发展前景的信心和对公司长期投资价值的认可，同时为提振 投资者信心，切实维护投资者利益和促进公司持续、稳定、健康发展，通过深圳 证券交易所交易系统增持公司股份。 证券代码:002318 证券简称:久立特材 公告编号:2025-037 浙江久立特材科技股份有限公司 股份有限公司、章宇旭先生、周志江先生互为一致行动人。 2、久立集团股份有限公司直接持有公司股份335,477,923股，占公司总股本 的34.33%；通过股票收益互换持有公司股份3,542,802股，占公司总股本的0.36%。 久立集团股份有限公司共持有 ...