证券之星消息，11月21日特钢板块较上一交易日下跌2.56%，盛德鑫泰领跌。当日上证指数报收于 3834.89，下跌2.45%。深证成指报收于12538.07，下跌3.41%。特钢板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002443 | 全州管道 | 124.32万 | 1.30% | -11.03万 | -0.12% | -113.29万 | -1.19% | | 002478 | 常宝股份 | 50.52万 | 0.19% | -1078.80万 | -4.04% | 1028.28万 | 3.85% | | 301160 | 翔楼新材 | -300.50万 | -3.63% | 479.43万 | 5.79% | -178.93万 | -2.16% | | 603995 角金股份 | | -370.45万 | -2.52% | 1647.16万 | 11.22% | -1276.7 ...

Market Overview - The special steel sector experienced a decline of 0.37% on November 20, with Changbao Co. leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable stock performances in the special steel sector include: - Shagang Co. closed at 5.61, up 0.36% with a trading volume of 219,500 shares and a turnover of 123 million yuan - Fushun Special Steel remained unchanged at 5.50 with a trading volume of 355,900 shares and a turnover of 195 million yuan - CITIC Special Steel closed at 15.03, unchanged with a trading volume of 159,900 shares and a turnover of 242 million yuan - Changbao Co. closed at 7.42, down 1.20% with a trading volume of 297,600 shares and a turnover of 22.3 million yuan [1][2] Capital Flow - The special steel sector saw a net outflow of 52.883 million yuan from institutional investors, while retail investors had a net inflow of 53.626 million yuan [2] - The capital flow for specific stocks indicates: - South Jin Co. had a net inflow of 2.2815 million yuan from institutional investors - CITIC Special Steel experienced a net outflow of 6.8486 million yuan from institutional investors [3]

Core Viewpoint - Shengde Xintai New Materials Co., Ltd. announced a change in the business scope of its subsidiary, Jiangsu Ruimei Automotive Parts Co., Ltd., to meet operational development needs [1] Group 1 - The company received a notification from Jiangsu Ruimei regarding the change in its business scope [1] - Jiangsu Ruimei has obtained a new business license issued by the Data Bureau of Jiangyan District, Taizhou City [1]

证券代码：300881 证券简称：盛德鑫泰 公告编号：2025-049 盛德鑫泰新材料股份有限公司 关于控股子公司经营范围变更并完成工商变更登记的公告 盛德鑫泰新材料股份有限公司（以下简称"公司"）近日收到控股子公司江 苏锐美汽车零部件有限公司（以下简称"江苏锐美"）通知，因经营发展需要， 江苏锐美对其经营范围进行了变更，已取得泰州市姜堰区数据局核发的《营业执 照》。 4、住所：泰州市姜堰区罗塘街道兴姜西路南侧（现代科技产业园内） 5、法定代表人：周文庆 6、注册资本：5000 万元整 7、成立日期：2016 年 11 月 14 日 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 变更后的工商登记信息如下： 1、公司名称：江苏锐美汽车零部件有限公司 2、统一社会信用代码：91321204MA1MYT2N4J 3、公司类型：有限责任公司（自然人投资或控股） 许可项目：货物进出口；技术进出口；民用航空器零部件制造（依法须经批 准的项目，经相关部门批准后方可开展经营活动，具体经营项目以审批结果为准） 一般项目：金属结构制造；汽车零部件及配件制造；橡胶制品制造；金属工 ...

Company Overview - Shengde Xintai New Materials Co., Ltd. is located in Changzhou, Jiangsu Province, and was established on October 15, 2001, with its listing date on September 1, 2020 [1] - The company specializes in the production, research, and sales of seamless steel pipes for various industrial energy equipment [1] Revenue Composition - The main business revenue composition includes: - Alloy steel pipes: 45.54% - Stainless steel pipes: 29.38% - Automotive motor shafts: 5.67% - Components and others: 5.55% - Automotive motor housings: 4.68% - Steel grating: 4.05% - Waste revenue: 3.49% - Carbon seamless steel pipes: 1.64% [1] Stock Performance - On November 18, Shengde Xintai's stock fell by 5.04%, trading at 35.60 CNY per share, with a transaction volume of 95.28 million CNY and a turnover rate of 4.60% [1] - The total market capitalization of the company is 3.916 billion CNY [1] Shareholder Information - Guotai Fund's Guotai Zhongzheng Steel ETF (515210) entered the top ten circulating shareholders in the third quarter, holding 328,600 shares, which is 0.57% of the circulating shares [2] - The estimated floating loss for this fund today is approximately 621,000 CNY [2] Fund Performance - Guotai Zhongzheng Steel ETF (515210) was established on January 22, 2020, with a latest scale of 3.66 billion CNY [2] - Year-to-date return is 33.9%, ranking 1401 out of 4212 in its category; the one-year return is 32.58%, ranking 1224 out of 3956; and since inception, the return is 77.33% [2]

Core Viewpoint - The report by Zhiyan Consulting highlights the growth and current state of the black metal smelting and rolling industry in China, indicating a slight increase in the number of enterprises in this sector from the previous year [1] Industry Overview - As of January to September 2025, there are 6,290 enterprises in the black metal smelting and rolling industry, which is an increase of 44 enterprises compared to the same period last year, representing a year-on-year growth of 0.7% [1] - The black metal smelting and rolling industry accounts for 1.2% of the total industrial enterprises in China [1] Statistical Data - The data regarding the number of enterprises in the black metal smelting and rolling industry has been compiled from the National Bureau of Statistics and organized by Zhiyan Consulting [1] - The threshold for scale industrial enterprises was raised from an annual main business income of 5 million yuan to 20 million yuan starting from 2011 [1]

Market Overview - The special steel sector increased by 0.36% on November 12, with Fangda Special Steel leading the gains [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance - Fangda Special Steel (600507) closed at 6.32, up 2.43% with a trading volume of 428,500 shares and a turnover of 268 million yuan [1] - CITIC Special Steel (000708) closed at 15.61, up 1.36% with a trading volume of 194,900 shares and a turnover of 304 million yuan [1] - Other notable performances include: - Xianglou New Materials (301160) at 60.74, up 1.01% [1] - Taiyuan Iron & Steel (000825) at 4.35, up 0.69% [1] - Jiao Jin Co. (603995) at 18.85, up 0.27% [1] - Decliners included: - Xining Special Steel (600117) at 3.18, down 0.31% [1] - Shagang Group (002075) at 5.77, down 0.52% [1] - Jiu Li Special Materials (002318) at 26.31, down 0.72% [1] Capital Flow - The special steel sector experienced a net outflow of 199 million yuan from institutional investors, while retail investors saw a net inflow of 124 million yuan [2] - The capital flow for individual stocks showed: - Xianglou New Materials had a net inflow of 8.07% from institutional investors [3] - Fangda Special Steel had a net outflow of 2.71% from institutional investors [3] - Jiu Li Special Materials had a net outflow of 3.43% from institutional investors [3]

Core Insights - The special steel sector experienced a slight increase of 0.15% on November 11, with Xianglou New Materials leading the gains [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Special Steel Sector Performance - Xianglou New Materials (301160) closed at 60.13, up 2.96% with a trading volume of 21,600 lots and a transaction value of 129 million [1] - Fangda Special Steel (600507) closed at 6.17, up 0.65% with a trading volume of 225,800 lots and a transaction value of 139 million [1] - Xining Special Steel (600117) closed at 3.19, up 0.63% with a trading volume of 301,500 lots and a transaction value of 95.73 million [1] - Other notable performances include Shengde Yantai (300881) up 0.62%, CITIC Special Steel (000708) up 0.20%, and Fushun Special Steel (665009) up 0.18% [1] Capital Flow Analysis - The special steel sector saw a net outflow of 86.77 million from main funds, while retail funds experienced a net inflow of 62.80 million [2][3] - Notable net inflows from retail investors were observed in Xianglou New Materials (730.63 million) and Shengde Yantai (667.25 million) [3] - Conversely, significant net outflows from main funds were recorded for CITIC Special Steel (-1,667.42 million) and Fangda Special Steel (-1,334.32 million) [3]

Market Overview - The special steel sector experienced a decline of 0.3% on November 7, with Shengde Xintai leading the drop [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Notable stock performances included: - Changbao Co., Ltd. (002478) rose by 3.41% to a closing price of 8.50, with a trading volume of 1.93 million shares and a turnover of 1.616 billion [1] - Fushun Special Steel (666009) increased by 1.61% to 5.68, with a trading volume of 870,900 shares [1] - Fangda Special Steel (600507) saw a rise of 1.14% to 6.19, with a turnover of 176 million [1] - Jiu Li Special Materials (002318) fell by 1.62% to 26.13, with a trading volume of 147,300 shares and a turnover of 387 million [1][2] Capital Flow - The special steel sector saw a net outflow of 180 million from main funds, while retail investors contributed a net inflow of 145 million [2] - The capital flow for specific stocks included: - Fushun Special Steel had a main fund net inflow of 58.63 million, but a net outflow from retail investors of 55.44 million [3] - Shengde Xintai experienced a net outflow of 25.61 million from main funds, while retail investors contributed a net inflow of 16.72 million [3] - Jiu Li Special Materials had a net outflow of 2.69 million from main funds, but a net inflow of 33.42 million from retail investors [3]

Market Overview - The special steel sector increased by 2.01% on November 6, with Changbao Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Changbao Co., Ltd. (002478) closed at 8.22, up 10.04% with a trading volume of 415,800 shares and a transaction value of 341 million [1] - Jiuli Special Materials (002318) closed at 26.56, up 6.92% with a trading volume of 347,800 shares [1] - Shengde Zhengtai (300881) closed at 40.24, up 4.85% with a trading volume of 78,900 shares [1] - Other notable performances include: - CITIC Special Steel (000708) at 15.31, up 1.46% - Taiyuan Iron & Steel (000825) at 4.36, up 1.40% [1] Capital Flow - The special steel sector saw a net inflow of 15.29 million from institutional investors, while retail investors experienced a net outflow of 16.79 million [2] - The capital flow for key stocks includes: - Changbao Co., Ltd. had a net inflow of 49.96 million from institutional investors [3] - Shengde Zhengtai had a net inflow of 22.08 million from institutional investors [3] - CITIC Special Steel had a net inflow of 12.89 million from institutional investors [3]