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这一需求有望温和反弹,业绩持续增长股仅10只

Group 1 - The China Securities Regulatory Commission has initiated an investigation into Ru Yi Group (002193) for suspected violations of information disclosure, but the company states that its operations remain normal and the investigation will not have a significant impact [1] - Ru Yi Group reported a revenue of approximately 154 million yuan for the first half of 2025, a year-on-year decrease of 32.25%, and a net loss of about 95.73 million yuan [1] - The global steel demand is expected to rebound moderately in 2026, with a projected increase of 1.3% to 1.772 billion tons, driven by trends in various regions including a slowdown in the decline of demand in China and strong growth in developing economies [2] Group 2 - The average stock price of steel concept stocks has increased by 29.62% this year, outperforming the Shanghai Composite Index, with Wu Jin Bu Niu leading with a 103.9% increase [3] - Ten steel concept stocks have received institutional research, with Linggang Co. actively expanding its international market presence and aiming for certification in various countries [3] - Shandong Steel is expected to turn a profit with a projected net profit of approximately 140 million yuan, benefiting from cost control measures and improved procurement strategies [4] Group 3 - Ten steel concept stocks are predicted to see continued growth in performance, with at least five institutions providing ratings for these stocks [4] - Guangdong Mingzhu is expected to report a net profit of approximately 215 million to 263 million yuan, representing a year-on-year increase of 858.45% to 1071.44% [3]