证券代码：002478 证券简称：常宝股份 江苏常宝钢管股份有限公司投资者关系活动记录表 编号：2025-009 | | 特定对象调研 | | □分析师会议 | | | --- | --- | --- | --- | --- | | 投资者关系 | □媒体采访 | | □业绩说明会 | | | 活动类别 | □新闻发布会 | | □路演活动 | | | | 现场参观 | | 电话会议 | | | 时间 | 2025 年 12 月 4 下午 | 日上午 | 9:30-11:30 | 14:00-15:00 | | 参与单位名称 | 人保资产 | 李一冉 | | | | 及人员姓名 | 东方红资管 | 袁钉 | | | | | 兴银基金 | 石亮 | | | | | 中银基金 | 程斐 | | | | | 紫金投资 | 周禹含 | | | | | 国联民生证券 | 范钧 | | | | | 长江证券 | 易轰 | | | | | 天弘基金 | 唐博 | | | | | 天弘基金 | 陈禹光 | | | | 地点 | 公司会议室 | | | | | 上市公司 接待人员姓名 | 董事会秘书刘志峰 | | | | ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of December 3, 2025 [1][4]. - Tianshan Aluminum (002532.SZ) leads with a daily increase of 5.14% and a year-to-date increase of 78.27%, with a dividend yield of 3.08% [1][4]. - Other notable performers include Nanshan Aluminum (600219.SH) with a daily increase of 4.00% and a year-to-date increase of 30.85%, and Shenhuo Co. (000933.SZ) with a daily increase of 3.45% and a year-to-date increase of 57.07% [1][4]. Group 2 - The article provides detailed performance metrics for each stock, including daily increase percentages, year-to-date performance, and dividend yields for the last 12 months [1][4]. - The data indicates a mix of industries represented in the top 20, including aluminum, pharmaceuticals, and logistics, showcasing diverse investment opportunities [1][4]. - The overall trend suggests a positive market sentiment towards these stocks, as indicated by the significant year-to-date increases for many of them [1][4].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002075 | 沙钢股份 | 5.87 | -1.18% | 30.94万 | 1.82亿 | | 600399 | 抚顺特钢 | 5.32 | -0.93% | 20.27万 | 1.08亿 | | 002318 | 久立特材 | 24.54 | -0.89% | 4.08万 | 1.00亿 | | 000708 | 中信特钢 | 15.76 | -0.88% | 15.75万 | 2.49亿 | | 600507 | 方大特钢 | 5.96 | -0.67% | 27.55万 | 1.63亿 | | 300881 | 盛德整泰 | 33.30 | -0.51% | 1.00万 | 3341.55万 | | 002478 | 常宝股份 | 7.57 | -0.39% | 25.76万 | 1.94亿 | | 603995 | 角金股份 | 17.33 | 0.17% | 2.91万 | 5035.15万 | | 600117 | 西宁特钢 | ...

2025年12月1日 标的指数成份股涨幅 TOP20 MACD金叉信号形成，这些股涨势不错！ 责任编辑：杨赐 标普中国 A 股红利机会指数(CSPSADRP) | 序号 | 代码 | 简称 | 草日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 002478.SZ | 常宝股份 | 6.26 | 53.96 | 2.97 | | 2 | 605117.SH | 德业股份 | 3.99 | 39.92 | 4.89 | | 3 | 601825.SH | 沪农商行 | 2.95 | 16.03 | 4.74 | | 4 | 000928.SZ | 中钢国际 | 2.67 | 7.36 | 4.70 | | 5 | 002563.SZ | 森马服饰 | 2.53 | -5.67 | 8.45 | | 6 | 603508.SH | 思维列控 | 2.51 | 44.43 | 11.71 | | 7 | 605090.SH | 九丰能源 | 2.45 | 22.59 | 3 ...

沪指11月28日上涨0.34%，申万所属行业中，今日上涨的有29个，涨幅居前的行业为钢铁、农林牧渔， 涨幅分别为1.59%、1.59%。钢铁行业位居今日涨幅榜首位。跌幅居前的行业为银行、煤炭，跌幅分别 为0.83%、0.14%。 钢铁行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 001203 | 大中矿业 | 10.00 | 3.14 | 13995.58 | | 002478 | 常宝股份 | 6.26 | 13.83 | 6157.60 | | 600010 | 包钢股份 | 0.41 | 1.37 | 3386.23 | | 000629 | 钒钛股份 | 3.03 | 1.57 | 3355.77 | | 002443 | 金洲管道 | 3.47 | 5.56 | 3287.04 | | 600022 | 山东钢铁 | 0.68 | 1.01 | 2609.48 | | 603878 | 武进不锈 | 10.02 | 4.33 | 2600.26 | | 600307 ...

Core Viewpoint - The special steel sector experienced a 1.2% increase on November 28, with Changbao Co., Ltd. leading the gains. The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1]. Group 1: Stock Performance - Changbao Co., Ltd. (002478) closed at 7.81, with a rise of 6.26% and a trading volume of 999,300 shares, amounting to a transaction value of 780 million yuan [1]. - Jinzhu Pipeline (002443) closed at 8.06, increasing by 3.47% with a trading volume of 288,800 shares, resulting in a transaction value of 233 million yuan [1]. - Jiuli Special Materials (002318) closed at 24.85, up 1.68% with a trading volume of 64,000 shares, translating to a transaction value of 159 million yuan [1]. - CITIC Special Steel (000708) closed at 15.15, rising by 1.41% with a trading volume of 115,100 shares, amounting to a transaction value of 174 million yuan [1]. - Shengde Zhengtai (300881) closed at 32.99, up 1.26% with a trading volume of 12,100 shares, resulting in a transaction value of approximately 39.52 million yuan [1]. - Tongmei Co., Ltd. (603995) closed at 17.15, increasing by 0.94% with a trading volume of 38,400 shares, translating to a transaction value of approximately 65.30 million yuan [1]. - Fushun Special Steel (600399) closed at 5.31, up 0.76% with a trading volume of 204,100 shares, amounting to a transaction value of 108 million yuan [1]. - Taiyuan Iron & Steel (000825) closed at 4.00, increasing by 0.76% with a trading volume of 332,800 shares, resulting in a transaction value of 133 million yuan [1]. - Xining Special Steel (600117) closed at 2.90, up 0.69% with a trading volume of 216,600 shares, translating to a transaction value of approximately 62.52 million yuan [1]. - Fangda Special Steel (600507) closed at 5.98, rising by 0.17% with a trading volume of 212,200 shares, amounting to a transaction value of 127 million yuan [1]. Group 2: Capital Flow - The special steel sector saw a net inflow of 62.68 million yuan from institutional investors, while retail investors experienced a net outflow of 67.63 million yuan [3].

油气设服板块领涨，上涨1.11%，其中杰瑞股份上涨10.0%，通源石油上涨3.77%，准油股份上涨 3.51%，德石股份、常宝股份涨超2%。（AI生成） ...

Company Overview - Jiangsu Changbao Steel Tube Co., Ltd. specializes in the research, manufacturing, and service of special pipes, established in 1958 and listed on the Shenzhen Stock Exchange in 2010 [2][3] - The company focuses on small-diameter special seamless pipes, with an annual production capacity of 1 million tons across three manufacturing bases [2][3] Financial Performance - In the first three quarters of 2025, the company achieved a revenue of CNY 4.284 billion, with a net profit attributable to shareholders of CNY 392 million and a net cash flow from operations of CNY 249 million [3] Product Development and Market Strategy - The special material project has been completed and is currently in the market expansion phase, with plans to accelerate the development of high-end products such as stainless steel boiler pipes and nickel-based alloy oil pipes [4][6] - The HRSG product line, established in 2010, has become a key production line, focusing on high-quality, fast delivery, and a variety of small-batch production [5] Future Capacity and Product Planning - The company aims to maintain stable production capacity while enhancing product structure and market segmentation, focusing on high-end and niche products [6] - Plans include increasing the proportion of unconventional oil and gas products in the oil pipe sector and promoting stainless steel and high-temperature alloy products in the boiler pipe sector [6] Digital and Intelligent Development - The company is advancing digitalization and automation in production lines, integrating technologies such as industrial internet and big data to enhance manufacturing efficiency [7] Shareholder Return Strategy - Since its listing in 2010, the company has maintained a tradition of continuous dividends and has established a transparent shareholder return system [9] Global Expansion Plans - The company is committed to a globalization strategy, focusing on international market expansion and brand recognition [10] Talent and Incentive Mechanisms - The company has implemented stock incentive plans in 2021 and 2023 to enhance team motivation and will continue to optimize its performance and compensation systems [11] Business Philosophy and Transformation - The company emphasizes long-term value management and brand development, aiming to enhance its core competitiveness through continuous improvement and innovation [12][13]

Core Viewpoint - The company aims to enhance its operational fundamentals and core competitiveness over the next 3-5 years by focusing on new project implementation, product structure upgrades, international development strategies, and operational efficiency improvements [1] New Project Implementation - The company plans to leverage existing customer resources and brand recognition to expand the domestic production of specialty materials and precision pipe projects, gradually building brand recognition and releasing production capacity for new products [1] Product Structure Optimization - The company will continue to increase the proportion of specialty and high-value products, focusing on complex oil and gas extraction fields, and developing technology and markets for non-API products, special couplings, and deep-sea oil and gas products [1] - There will be an emphasis on enhancing the production capacity of specialty boiler pipe products such as HRSG, T91, and T92, while promoting stainless steel and high-temperature alloy boiler pipes to improve value [1] - The company aims to cultivate more leading products in niche markets based on its established specialty brands, gradually increasing overall gross margin levels [1] International Development - The company will focus on improving response speed and customer satisfaction for overseas clients, accelerating the certification and development process for new products and clients, and enhancing competitiveness in international markets [1] - Continuous monitoring of external environmental changes will be conducted to seize opportunities in overseas markets and explore international expansion [1] Operational Efficiency - The company will prioritize efforts in digitalization, information technology, green low-carbon initiatives, and lean operations to enhance operational quality and standards [1] - A comprehensive approach will be taken to continuously improve product profitability and core competitiveness [1]

Core Viewpoint - The company has developed HRSG products as a key feature since its IPO in 2010, focusing on technology research and market expansion, leading to increased production and sales in recent years [1] Company Overview - The company produces ultra-long, ultra-thin, and high-strength HRSG products, establishing competitive advantages in quality, delivery speed, and variety [1] - The HRSG products are crucial components in gas turbine combined cycle power generation systems, effectively recovering exhaust heat for secondary power generation, thus enhancing energy efficiency [1] Market Dynamics - The demand for gas turbine generator sets is expected to grow due to the construction of AI data centers and energy transition in regions like North America and the Middle East, indicating a favorable market outlook in the coming years [1] - The company plans to continue expanding HRSG production capacity and upgrading product structures, while also developing stainless steel and nickel-based products to enhance competitiveness and value [1]