Market Overview - On September 19, the special steel sector declined by 0.35%, with Xianglou New Materials leading the drop [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Stock Performance - Key stocks in the special steel sector showed varied performance, with Jinzhou Pipeline up by 2.14% and Xianglou New Materials down by 3.47% [1][2] - The closing prices and changes for notable stocks include: - Jinzhou Pipeline: 7.15, +2.14% - Xianglou New Materials: 63.40, -3.47% - Xining Special Steel: 3.31, +0.61% - Taiyuan Iron & Steel: 3.93, 0.00% [1][2] Trading Volume and Capital Flow - The total trading volume for the special steel sector was significant, with Jinzhou Pipeline achieving a transaction amount of 1.28 billion yuan [1] - The net capital flow showed a net outflow of 403.62 million yuan from main funds, while retail investors had a net inflow of 2328.13 million yuan [2][3] Individual Stock Capital Flow - Notable capital flows for specific stocks include: - Xining Special Steel: Main funds net inflow of 18.89 million yuan, retail net outflow of 39.89 million yuan [3] - Jinzhou Pipeline: Main funds net inflow of 12.61 million yuan, retail net outflow of 6.93 million yuan [3] - Xianglou New Materials: Main funds net outflow of 1.91 million yuan, retail net inflow of 14.58 million yuan [3]

Market Performance - The special steel sector experienced a decline of 2.42% on September 18, with Shengde Xintai leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Individual Stock Performance - Shengde Xintai (300881) closed at 34.10, down 4.91% with a trading volume of 35,000 shares and a turnover of 122 million yuan [1] - Shagang Group (002075) closed at 5.86, down 3.93% with a trading volume of 849,300 shares and a turnover of 506 million yuan [1] - Fangda Special Steel (600507) closed at 5.32, down 2.92% with a trading volume of 270,500 shares [1] - CITIC Special Steel (000708) closed at 12.72, down 2.90% with a trading volume of 200,300 shares and a turnover of 257 million yuan [1] - Xianglou New Materials (301160) closed at 65.68, down 2.71% with a trading volume of 67,000 shares and a turnover of 452 million yuan [1] Capital Flow Analysis - The special steel sector saw a net outflow of 143 million yuan from main funds, while retail investors contributed a net inflow of 51.37 million yuan [1] - The table of capital flow indicates that Jiuli Special Materials (002318) had a main fund net inflow of 5.58 million yuan, while Shengde Xintai (300881) experienced a significant net outflow of 21.40 million yuan [2]

Group 1: Company Performance Overview - In the first half of 2025, the company maintained stable production and sales despite a challenging domestic and international environment, showing resilience in operations [2] - Although the company's performance declined year-on-year due to intensified competition and changes in the foreign trade market, there was a significant improvement in the second quarter compared to the first quarter [2] Group 2: Business Strategy and Development - The company focuses on optimizing product and market structures, emphasizing collaboration with brand clients and industry leaders to enhance core competitiveness [3] - Continuous upgrades and adjustments to production lines are implemented to ensure product quality and production efficiency, adapting to market demands [4] Group 3: Product and Market Expansion - The company aims to advance high-end transformation in its oil pipe business, targeting niche markets and key clients, with a focus on promoting nickel-based alloy pipes and 13Cr products [5] - In the boiler pipe sector, the company has upgraded its product range from carbon and alloy steel to stainless steel, enhancing its competitiveness and customer recognition [5] Group 4: New Projects and Future Plans - New projects are progressing as scheduled, with successful deliveries and approvals from major domestic and international clients in the specialty materials sector [6] - The company is committed to a shareholder return plan for 2024-2026, balancing investor returns with growth potential [6] Group 5: Capital Expenditure and Global Strategy - The company has established a production base in Oman and plans to seize overseas market opportunities while monitoring external uncertainties [6] - Ongoing efforts include optimizing product structures and upgrading production lines to enhance core competitiveness [6]

证券日报网讯9月16日晚间，常宝股份（002478）发布关于2023年限制性股票激励计划第二个解除限售 期解除限售股份上市流通的提示性公告称，公司2023年限制性股票激励计划第二个解除限售期解除限售 条件已经成就，本次符合解除限售条件的激励对象共计125名，可解除限售的限制性股票共计3，138， 000股，占目前公司总股本的0.3483%。本次解除限售的限制性股票上市流通日期为2025年9月22日。 ...

证券代码：002478 证券简称：常宝股份 公告编号：2025-046 江苏常宝钢管股份有限公司 关于 2023 年限制性股票激励计划 第二个解除限售期解除限售股份上市流通的提示性公告 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。 重要内容提示： 1、江苏常宝钢管股份公司（以下简称"公司"）2023 年限制性股票激励计 划（以下简称"本激励计划"）第二个解除限售期解除限售条件已经成就，本次 符合解除限售条件的激励对象共计 125 名，可解除限售的限制性股票共计 3,138,000 股，占目前公司总股本 900,986,228 股的 0.3483%。 2、本次解除限售的限制性股票上市流通日为 2025 年 9 月 22 日。 江苏常宝钢管股份有限公司第六届董事会第十四次会议和第六届监事会第 十次会议审议通过了《关于 2023 年限制性股票激励计划第二个解除限售期解除 限售条件成就的议案》，确认公司 2023 年限制性股票激励计划（以下简称"本 次激励计划"）第二个解除限售期解除限售的条件已经满足，符合解除限售条件 的激励对象共 125 人，可解除限售的限制性股 ...

Market Overview - On September 15, the special steel sector declined by 1.51%, with Fangda Special Steel leading the drop [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Key stocks in the special steel sector showed varied performance, with notable declines in Fangda Special Steel, which fell by 5.50% to a closing price of 5.50 [2] - Other significant declines included Sha Steel Co., down 1.67% to 5.90, and Jiu Li Special Materials, down 1.18% to 22.61 [2] Trading Volume and Capital Flow - The special steel sector experienced a net outflow of 268 million yuan from main funds, while retail funds saw a net inflow of 85.74 million yuan [2] - The trading volume for Fangda Special Steel was 575,800 shares, with a transaction value of 320 million yuan [2] Individual Stock Capital Flow - Major stocks like Tai Steel and CITIC Special Steel saw significant net outflows from main funds, with Tai Steel experiencing a net outflow of 53.12 million yuan [3] - Conversely, retail investors showed a net inflow into stocks like Sha Steel, with a net inflow of 891.85 million yuan [3]

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]

Group 1 - The company announced the resignation of non-independent director Chen Songlin due to adjustments in the corporate governance structure and responsibilities [2] - The company’s employee representative assembly elected Ding Wei as the employee representative director, with a term lasting until the end of the sixth board of directors' term [2]

证券代码：002478 股票简称：常宝股份 编号：2025-044 江苏常宝钢管股份有限公司 关于减少注册资本及债权人通知的公告 本公司及董事会全体成员保证公告内容真实、准确、完整,没有虚假记载、 误导性陈述或重大遗漏。 一、注册资本变更情况 江苏常宝钢管股份有限公司（以下简称"公司"）2025 年 8 月 21 日召开的 第六届董事会第十四次会议及 2025 年 9 月 8 日召开的 2025 年第一次临时股东大 会审议通过了《关于减少注册资本并修改公司章程的议案》，公司 2023 年限制 性股票激励计划中 2 名激励对象因个人原因离职，公司将回购注销其已获授但尚 未解除限售的 180,000 股限制性股票。公司 2023 年 4 月 28 日回购完毕拟用于员 工持股计划或股权激励的股份，尚有 2,000 股未使用完毕，公司将予以回购注销。 上述合计 182,000 股尚未办理注销手续，公司将在上述股票注销完毕后，办理注 册资本工商变更登记手续，公司注册资本由 900,986,228 元变更为 900,804,228 元。 二、债权人通知情况 根据《中华人民共和国公司法》等相关规定，债权人自本公告登报之日起 ...

江苏常宝钢管股份有限公司 关于非独立董事辞任及选举职工代表董事等事项的公告 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。 股票代码：002478 股票简称：常宝股份 公告编号：2025-045 一、董事离任情况 江苏常宝钢管股份有限公司（以下简称"公司"）董事会于近日收到公司非 独立董事陈松林先生的辞任报告，陈松林先生因公司治理结构及职责调整原因， 申请不再担任公司董事职务。辞任后陈松林先生继续担任本公司副总经理职务。 陈松林先生的辞任不会导致公司董事会人数低于法定最低人数，其辞任报告自送 达公司董事会之日起生效。截至公告日，陈松林先生直接持有公司股票 150,000 股，不存在应当履行而未履行的承诺事项。 公司董事会对陈松林先生担任公司董事期间勤勉尽职地工作表示衷心感谢！ 二、关于选举职工代表董事的情况 公司于 2025 年 9 月 8 日召开了 2025 年第一次临时股东大会，审议通过了《关 于减少注册资本并修改公司章程的议案》。根据新修订的《公司章程》等有关规 定，公司董事会由七名董事组成，其中设置职工代表董事一名，职工代表董事由 公司职工代表大会选举 ...