证券之星消息，1月29日特钢板块较上一交易日下跌0.39%，常宝股份领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。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) | | --- | --- | --- | --- | --- | --- | | 000708 | 中信特钢 | 15.90 | 1.47% | 26.53万 | 4.19亿 | | 600507 | 方大特钢 | 6.41 | 0.94% | 67.80万 | 4.39亿 | | 600399 | 抚顺特钢 | 6.82 | 0.44% | 104.32万 | 7.21亿 | | 600117 | 西宁特钢 | 66.7 | 0.34% | - 36.66万 | 1.10亿 | | 002075 | 沙钢股份 | 5.96 | -0.50% | 63.75万 | 3.83亿 | | 603995 | 更美股份 | 19.47 | -0.92% | 8.16万 | 1.61亿 | | 000825 | 太钢不锈 | 5.44 | -1 ...

1月23日，A股市场钢铁股午后涨幅扩大，其中，酒钢宏兴、武进不锈拉升10CM涨停，大中矿业涨超 7%，抚顺特钢、永兴材料涨超6%，三钢闽光、沙钢股份、盛德鑫泰涨超4%， | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600307 | 酒钢宏兴 | 1 | 10.11 | 130亿 | 25.45 | | 603878 | 武进不锈 | 米 | 10.05 | 50.39亿 | -3.02 | | 001203 | 大中矿业 | 1 | 7.80 | 498亿 | 6.00 | | 600399 | 抚顺特钢 | 1 | 6.16 | 139亿 | 21.06 | | 002756 | 永兴材料 | 1 | 6.11 | 300亿 | 2.69 | | 002110 | 三钢闽光 | -06 | 4.73 | 113亿 | 5.92 | | 002075 | 沙钢股份 | 1 | 4.19 | 136亿 | 8.17 | | 300881 | 盛德鑫泰 | | 4.18 | 45.83 乙 | 23.0 ...

格隆汇1月23日｜A股市场钢铁股午后涨幅扩大，其中，酒钢宏兴、武进不锈拉升10CM涨停，大中矿业 涨超7%，抚顺特钢、永兴材料涨超6%，三钢闽光、沙钢股份、盛德鑫泰涨超4%， ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，国泰基金旗下1只基金位居盛德鑫泰十大流通股东。国泰中证钢铁ETF（515210）三季度新 进十大流通股东，持有股数32.86万股，占流通股的比例为0.57%。根据测算，今日浮盈赚取约63.75万 元。 国泰中证钢铁ETF（515210）成立日期2020年1月22日，最新规模39.8亿。今年以来收益4.03%，同类排 名3411/5542；近一年收益38.97%，同类排名1904/4256；成立以来收益77.67%。 国泰中证钢铁ETF（515210）基金经理为吴中昊。 截至发稿，吴中昊累计任职时间3年361天，现任基金资产总规模240.55亿元，任职期间最佳基金回报 106.7%， 任职期间最差基金回报-17.59%。 1月22日，盛德鑫泰涨5.02%，截至发稿，报40.55元/股，成交1.01亿元，换手率4.45%，总市值44.60亿 元。 资料显示，盛德鑫泰新材料股份有限公司位于江苏省常州市钟楼区邹区镇工业大道 ...

Market Overview - The special steel sector increased by 1.74% on January 19, with Jinzhou Pipeline leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - Jinzhou Pipeline (002443) closed at 9.35, up 7.72% with a trading volume of 451,900 shares and a turnover of 417 million yuan [1] - Changbao Co. (002478) closed at 9.48, up 5.80% with a trading volume of 636,300 shares and a turnover of 601 million yuan [1] - Shengde Zhengtai (300881) closed at 38.27, up 5.17% with a trading volume of 45,000 shares and a turnover of 171 million yuan [1] - Jiuli Special Materials (002318) closed at 30.10, up 4.33% with a trading volume of 159,300 shares and a turnover of 476 million yuan [1] - Fangda Special Steel (600507) closed at 5.95, up 2.41% with a trading volume of 273,200 shares and a turnover of 161 million yuan [1] Capital Flow - The special steel sector experienced a net outflow of 128 million yuan from institutional investors, while retail investors saw a net inflow of 78.89 million yuan [2] - The main capital flow for Fangda Special Steel (600507) showed a net inflow of 16.76 million yuan from institutional investors [3] - Shengde Zhengtai (300881) had a net inflow of 14.64 million yuan from institutional investors, but a net outflow of 16.98 million yuan from retail investors [3]

Market Overview - The special steel sector experienced a decline of 0.31% on January 14, with Fushun Special Steel leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Stock Performance - Notable stock performances include: - Changbao Co., Ltd. (002478) rose by 9.99% to a closing price of 8.92, with a trading volume of 624,500 shares and a transaction value of 539 million [1] - Jinzhu Pipeline (002443) increased by 1.88% to 8.67, with a trading volume of 275,200 shares [1] - Taiyuan Iron & Steel (000825) saw a slight increase of 1.53% to 5.32, with a trading volume of 1,698,400 shares [1] - Other stocks like Xining Special Steel (600117) and CITIC Special Steel (000708) experienced minor declines of 0.34% and 0.44%, respectively [1] Capital Flow - The special steel sector saw a net outflow of 24.62 million from institutional investors and 48.36 million from retail investors, while retail investors had a net inflow of 72.99 million [2] - The capital flow for specific stocks indicates: - Changbao Co., Ltd. had a net inflow of 1.24 billion from institutional investors, but a net outflow of 74.27 million from retail investors [3] - Xining Special Steel had a net inflow of 10.68 million from institutional investors, while retail investors experienced a net outflow of 11.70 million [3] - Taiyuan Iron & Steel faced a net outflow of 135.03 million from institutional investors, but retail investors had a net inflow of 220.43 million [3]

Group 1 - The special steel sector saw a slight increase of 0.47% on January 8, with Fushun Special Steel leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Fushun Special Steel's stock price rose by 4.10% to 6.35, with a trading volume of 1.22 million shares and a transaction value of 766 million yuan [1] Group 2 - The special steel sector experienced a net outflow of 49.13 million yuan from main funds, while retail investors saw a net inflow of 62.37 million yuan [2] - Among individual stocks, Fushun Special Steel had a main fund net inflow of 48.90 million yuan, but a net outflow of 66.85 million yuan from retail investors [3] - Changbao Co. had a main fund net inflow of 17.13 million yuan, while retail investors experienced a net outflow of 1.29 million yuan [3]

Market Overview - The special steel sector increased by 0.63% on January 7, with Taiyuan Iron & Steel leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Taiyuan Iron & Steel (000825) closed at 5.35, up 4.90% with a trading volume of 2.5389 million shares and a transaction value of 1.343 billion [1] - Other notable performers include: - Jiao Jin Co. (603995) at 18.80, up 3.24% [1] - Xiang Lou New Materials (301160) at 79.30, up 3.05% [1] - Shengde Zhengtai (300881) at 35.22, up 1.88% [1] - Conversely, some stocks experienced declines, such as: - Changbao Co. (002478) at 8.44, down 0.12% [1] - Fangda Special Steel (600507) at 5.93, down 0.34% [1] - Shagang Group (002075) at 5.74, down 0.69% [1] Capital Flow - The special steel sector saw a net outflow of 19.32 million from institutional investors and 15.48 million from retail investors, while retail investors had a net inflow of 34.81 million [2] - Detailed capital flow for specific stocks includes: - Taiyuan Iron & Steel had a net inflow of 95.45 million from institutional investors [3] - Shengde Zhengtai saw a net inflow of 10.22 million from institutional investors [3] - Fangda Special Steel experienced a net outflow of 1.61 million from retail investors [3]

Core Insights - The humanoid robot sector is experiencing significant growth, with multiple companies such as Boke Co., Hualing Cable, and others reaching their stock price limits recently, indicating strong market interest and optimism [1] - The establishment of the Standardization Technical Committee for Humanoid Robots and Embodied Intelligence by the Ministry of Industry and Information Technology is a crucial step towards enhancing high-quality standards and promoting the application of humanoid robot technologies [1] Market Analysis - According to Dongfang Securities, advancements in motion control for humanoid robots are expected to accelerate by 2025, with mass production becoming a key focus in 2026 [2] - Open Source Securities highlights that the industry will transition from "0-1" to "1-10" by 2025, emphasizing the importance of technological convergence and the need to identify certainty in technology advancements [2] Industry Segmentation 1. **Core Components**: The main components of humanoid robots include reducers, servo motors, and controllers, which significantly contribute to the overall manufacturing cost. The demand for high-precision reducers is expected to rise, with domestic manufacturers approaching international standards [3] 2. **Sensors and Actuators**: The demand for sensors, including tactile and visual sensors, is growing exponentially. Companies are increasing R&D investments in MEMS sensors and related technologies, which are crucial for enhancing the robots' sensory capabilities [4] 3. **Overall Integration and Software Algorithms**: While hardware forms the foundation, software algorithms provide the essential functionality. Companies that can integrate hardware and software effectively are anticipated to lead the market, especially in the field of embodied intelligence [5]

Market Overview - The special steel sector increased by 0.24% on December 30, with Xianglou New Materials leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] Stock Performance - Xianglou New Materials (301160) closed at 68.81, up 4.10% with a trading volume of 60,800 shares and a transaction value of 414 million yuan [1] - Jiuli Special Materials (002318) rose by 2.38% to 27.96, with a trading volume of 150,000 shares [1] - Other notable performances include: - CITIC Special Steel (000708) up 0.56% to 16.16 - Shagang Group (002075) remained unchanged at 5.69 - Fangda Special Steel (600507) down 0.17% to 5.95 [1] Capital Flow - The special steel sector experienced a net outflow of 99.69 million yuan from institutional investors, while retail investors saw a net inflow of 112 million yuan [2] - The detailed capital flow for specific stocks includes: - Xianglou New Materials had a net inflow of 4.96 million yuan from institutional investors [3] - Jiuli Special Materials saw a significant net outflow of 10.06 million yuan from institutional investors [3] - Retail investors contributed positively to several stocks, including Jiuli Special Materials with a net inflow of 10.04 million yuan [3]