10月22日，永兴材料涨1.21%，成交额3.82亿元。两融数据显示，当日永兴材料获融资买入额3671.16万 元，融资偿还2298.59万元，融资净买入1372.57万元。截至10月22日，永兴材料融资融券余额合计5.03 亿元。 截至6月30日，永兴材料股东户数5.37万，较上期减少3.06%；人均流通股7232股，较上期增加3.17%。 2025年1月-6月，永兴材料实现营业收入36.93亿元，同比减少17.78%；归母净利润4.01亿元，同比减少 47.84%。 分红方面，永兴材料A股上市后累计派现56.62亿元。近三年，累计派现43.62亿元。 机构持仓方面，截止2025年6月30日，永兴材料十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股540.31万股，相比上期增加260.28万股。南方中证500ETF（510500）位居第七大流通股 东，持股481.05万股，相比上期增加63.56万股。 责任编辑：小浪快报 融资方面，永兴材料当日融资买入3671.16万元。当前融资余额4.95亿元，占流通市值的2.43%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，永兴材料10月 ...

资金流向方面，主力资金净流入285.16万元，特大单买入477.91万元，占比1.65%，卖出227.83万元，占 比0.79%；大单买入5602.47万元，占比19.31%，卖出5567.39万元，占比19.19%。 永兴材料今年以来股价涨3.15%，近5个交易日涨1.37%，近20日涨10.16%，近60日涨7.28%。 资料显示，永兴特种材料科技股份有限公司位于浙江省湖州市霅水桥路618号，成立日期2000年7月19 日，上市日期2015年5月15日，公司主营业务涉及不锈钢及特殊合金材料等特种金属材料棒线材的研 发、生产和销售。主营业务收入构成为：棒材47.71%，线材24.66%，碳酸锂20.10%，其他7.53%。 10月22日，永兴材料盘中上涨2.09%，截至13:57，报38.10元/股，成交2.90亿元，换手率1.99%，总市值 205.40亿元。 分红方面，永兴材料A股上市后累计派现56.62亿元。近三年，累计派现43.62亿元。 机构持仓方面，截止2025年6月30日，永兴材料十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股540.31万股，相比上期增加260.28万股。南方 ...

新股动态：北交所新股丹娜生物今日申购，申购代码920009，发行价17.1元。行业大事：①中国 固态电 池大会10月22-24日在合肥举行， 宁德时代、卫蓝 新能源、 国轩高科等参会。②2025 大湾区国际具身 智能 机器人产业大会暨展览会10月22-24日举办。③华为终端将于14:30发布鸿蒙 操作系统6。④2025中 国计算机大会（CNCC2025）10月22-25日在黑龙江省举办。⑤2025 工业软件创新发展大会10月22-24日 在湖南举办。大事件和会议：①NYMEX纽约原油11月 期货10月22日2:30完成场内最后交易，凌晨5:00 完成电子盘最后交易，部分平台换月时间提前一天。②美联储理事沃勒在美联储理事会支付创新会议上 致闭幕词。③欧洲央行行长拉加德发表讲话。④特斯拉、IBM将于当地时间10月22日美股盘后（北京时 间次日凌晨）公布财报。多项经济数据公布：①今日435亿元7天期逆回购到期。②日本9月出口同比， 预期4.4%，前值-0.1%；进口同比，预期0.6%，前值-5.2%；季调后商品贸易帐(亿日元)，预期-1000，前 值-1501；未季调商品贸易帐(亿日元)，预期225，前值-2425 ...

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 ...

Core Viewpoint - Yongxing Materials has shown a positive stock performance with a recent increase of 2.13%, reflecting a total market capitalization of 20.664 billion yuan and a notable trading volume of 60.4727 million yuan [1] Financial Performance - For the first half of 2025, Yongxing Materials reported a revenue of 3.693 billion yuan, representing a year-on-year decrease of 17.78% [2] - The net profit attributable to shareholders for the same period was 401 million yuan, down 47.84% year-on-year [2] Stock and Shareholder Information - As of June 30, 2025, the number of shareholders for Yongxing Materials was 53,700, a decrease of 3.06% from the previous period [2] - The average number of circulating shares per shareholder increased by 3.17% to 7,232 shares [2] - Since its A-share listing, Yongxing Materials has distributed a total of 5.662 billion yuan in dividends, with 4.362 billion yuan distributed over the last three years [3] Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 5.4031 million shares, an increase of 2.6028 million shares from the previous period [3] - Southern CSI 500 ETF ranked as the seventh-largest circulating shareholder with 4.8105 million shares, up by 635,600 shares compared to the previous period [3] Business Overview - Yongxing Materials specializes in the research, production, and sales of special metal materials, including stainless steel and special alloy materials [1] - The company's revenue composition includes 47.71% from bars, 24.66% from wires, and 20.10% from lithium carbonate, with other sources contributing 7.53% [1] - The company operates within the non-ferrous metals sector, specifically in energy metals and lithium [1]

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].

每经AI快讯，有投资者在投资者互动平台提问：目前公司的奥氏体特钢营收占比多少？奥氏体国内是 否独家生产？ 永兴材料（002756.SZ）10月20日在投资者互动平台表示，公司特钢新材料业务以不锈废钢为主要原 料，采用短流程工艺生产不锈钢棒线材及特殊合金材料，其中，不锈钢产品主要为奥氏体型不锈钢。 （记者 王晓波） ...

Investment Rating - The report maintains a "Buy" rating for the industry, highlighting several key companies as investment opportunities [4]. Core Views - The report emphasizes that tariff uncertainties continue to disrupt the market, leading to increased demand for safe-haven assets like gold and silver, which have reached new highs [1][2]. - Industrial metal prices are expected to remain strong due to supply disruptions and optimistic macroeconomic forecasts, despite short-term volatility caused by tariffs [2][3]. - Energy metals, particularly lithium and cobalt, are projected to perform well due to strong demand from the electric vehicle and energy storage sectors [3]. - Precious metals are benefiting from strong central bank purchases and high expectations for interest rate cuts, which are expected to support gold prices in the medium to long term [3]. Summary by Sections Industrial Metals - Tariff-induced short-term volatility is affecting copper prices, but supply disruptions are expected to support prices [2]. - Aluminum demand remains resilient, with a decrease in social inventory indicating a potential price stabilization [2][19]. - The report highlights key companies in the industrial metals sector, including Luoyang Molybdenum, Zijin Mining, and China Aluminum [2]. Energy Metals - Cobalt prices are rising due to new export quota regulations from the Democratic Republic of Congo, while lithium demand remains strong due to the growth of the electric vehicle market [3]. - Key companies recommended in this sector include Huayou Cobalt and Tianqi Lithium [3]. Precious Metals - Gold prices are expected to continue rising due to strong demand from central banks and geopolitical uncertainties [3]. - Recommended companies in the precious metals sector include Western Gold, Shandong Gold, and Zijin Gold [3].

Core Points - The special steel concept index declined by 2.68% as of the market close on October 16, with major stocks like Beijing Lier hitting the limit down, while a few stocks like Yongxing Materials saw gains [1][2] - The special steel sector experienced a net outflow of 1.268 billion yuan, with 35 stocks seeing outflows, and 7 stocks having outflows exceeding 30 million yuan [1][2] Market Performance - The top-performing concept sectors included Hainan Free Trade Zone (+2.58%) and Military Equipment Restructuring (+1.98%), while the special steel concept was among the worst performers [1] - Stocks with significant net outflows included Baogang Co. (-1.44%, -325.48 million yuan), Wuzhou Xinchun (-6.04%, -202.36 million yuan), and Beijing Lier (-9.95%, -152.48 million yuan) [1][2] Stock Movements - The stocks with the highest net inflows were Yongxing Materials (+1.85%, +8.4352 million yuan), Changbao Co. (-2.87%, +4.5255 million yuan), and Bensteel Co. (-2.46%, +1.8115 million yuan) [1][2] - The overall trading volume and turnover rates varied, with stocks like Wuzhou Xinchun and Beijing Lier showing high turnover rates of 10.05% and 6.13% respectively [1][2]

证券之星消息，10月16日能源金属板块较上一交易日下跌1.43%，盛屯矿业领跌。当日上证指数报收于 3916.23，上涨0.1%。深证成指报收于13086.41，下跌0.25%。能源金属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) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 002756 | 永兴材料 | 38.58 | 1.85% | | 15.11万 | | 5.82亿 | | 002466 | 天齐锂业 | 47.50 | 0.42% | | 39.51万 | | 18.73亿 | | 002192 | 融捷股份 | 40.32 | 0.25% | | 11.08万 | | 4.49亿 | | 603799 | 华友钻业 | 64.68 | -1.01% | 1 | 72.99万 | | 47.27亿 | | 000762 | 西藏矿业 | 24.04 | -1.03% | | 17.92万 | | 4.35亿 | | 301219 | 腾远钻业 | 68.15 | -1.37 ...