2026 年 1 月 7 日，新余钢铁股份有限公司（以下简称"公司"）第 十届董事会第十四次会议在公司会议室召开，本次会议通知及会议材料以 传真和电子邮件方式送达，会议以现场结合通讯形式召开。会议由刘建荣 先生主持，会议应出席董事 8 人，实际出席董事 8 人；公司部分高级管理 人员列席了会议。会议的召集和召开方式符合有关法律法规和《公司章程》 的有关规定。 二、会议审议情况 证券代码：600782 证券简称：新钢股份 公告编号：临2026-001 新余钢铁股份有限公司 第十届董事会第十四次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、会议召开情况 表决结果：同意 8 票，反对 0 票，弃权 0 票。 （二）审议通过《关于与宝武集团财务有限责任公司签署<金融服务 协议>暨关联交易的议案》 （一）审议通过《关于公司 2026 年度申请金融机构综合授信的议案》 为确保公司生产经营、投资发展资金需求，同意公司及子公司 2026 年度向工商银行等 22 家金融机构申请综合授信总额 482.55 亿元，其中母 公司 ...

证券之星消息，1月6日普钢板块较上一交易日上涨1.54%，包钢股份领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。普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) | | | --- | --- | --- | --- | --- | --- | --- | | 600010 | 包钢股份 | 2.52 | 3.70% | 950.65万 | | 23.70亿 | | 000709 | 河钢股份 | 2.41 | 3.43% | 156.72万 | | 3.74亿 | | 000761 | 本钢板材 | 3.39 | 2.73% | - 19.04万 | 6431.73万 | | | 600581 | 八—钢铁 | 3.38 | 2.42% | 1 35.66万 | | 1.20亿 | | 600569 | 安阳钢铁 | 2.31 | 2.21% | 27.84万 | 6392.10万 | | | 601005 | 重庆钢铁 | 1.49 | 2.05% | 141.93万 | | 2.09亿 | | ...

Investment Rating - The investment rating for the steel industry is Neutral, maintained [9] Core Insights - The report highlights that the expansion of low-cost capacities, such as Simandou and the four major mines, is expected to drive long-term declines in iron ore prices. A significant drop in prices is anticipated in March and April, with current iron ore inventories at historical highs, suggesting a potentially larger decline [2][6] - The steel industry is experiencing a reduction in supply pressure due to self-initiated production cuts, leading to a slight improvement in profitability despite weak demand in the construction steel sector. Total steel demand is supported by resilient plate demand, with a year-on-year decline of 3.57% and a month-on-month decline of 0.56% in apparent consumption [4][5] - The report emphasizes the importance of supply-side policies aimed at reducing low-end exports and eliminating outdated capacities, with a focus on environmental and energy efficiency evaluations expected to be completed by the end of 2025 [2][6] Summary by Sections Cost Analysis - The black industrial chain's profits are largely captured by iron ore, with total profits estimated at 4,127 billion for iron ore, 337 billion for coking coal, and 1,264 billion for steel, representing 72%, 6%, and 22% of total profits respectively. The majority of iron ore is imported, leading to a significant outflow of profits overseas [5] - The Simandou project is expected to begin production by the end of 2025, with anticipated sales of 30 million tons from the northern mine and 5 to 10 million tons from the southern mine in 2026, contributing to a projected 4.3% increase in global iron ore supply [5] Supply Analysis - The report indicates that the steel industry is focused on reducing excess capacity, with policies aimed at "grading management and eliminating the weak" expected to be implemented in 2026. Non-compliant enterprises may face significant production cuts, highlighting the importance of regulatory compliance [6] - The report notes that the overall steel inventory has decreased by 2.70% week-on-week, while year-on-year it has increased by 12.34%, indicating a gradual reduction in inventory levels [4]

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The settlement electricity price of ferrosilicon has decreased, and its price is weakly volatile. After the holiday, the inquiry sentiment for silicomanganese is strong, and it is waiting for the steel tender to be finalized [1] - The trend intensity of ferrosilicon is 0, and that of silicomanganese is also 0 [3] Group 3: Summary According to the Directory 1. Fundamental Tracking - **Futures Data**: The closing prices of ferrosilicon 2603 and 2605 are 5624 and 5594 respectively, down 48 and 34 from the previous trading day; the closing prices of silicomanganese 2603 and 2605 are 5874 and 5898 respectively, down 46 and 38 from the previous trading day. The trading volumes and open interests of each contract are also provided [1] - **Spot Data**: The price of ferrosilicon FeSi75 - B in Inner Mongolia is 5280 yuan/ton, down 40; the price of silicomanganese FeMn65Si17 in Inner Mongolia is 5650 yuan/ton; the price of manganese ore Mn44 block is 42.8 yuan/ton - degree, up 0.3; the price of semi - coke small material in Shenmu is 760 yuan/ton [1] - **Price Difference Data**: The spot - 03 futures price difference of ferrosilicon is - 344 yuan/ton, up 8; that of silicomanganese is - 224 yuan/ton, up 46. The near - far month price difference of ferrosilicon 2603 - 2605 is 30 yuan/ton, down 14; that of silicomanganese 2603 - 2605 is - 24 yuan/ton, down 8. The cross - variety price difference of silicomanganese 2603 - ferrosilicon 2603 is 250 yuan/ton, up 2; that of ferrosilicon 2605 - silicomanganese 2605 is 304 yuan/ton, down 4 [1] 2. Macro and Industry News - On January 5, the price of 72 ferrosilicon in Shaanxi, Inner Mongolia and other places increased, and the price of 75 ferrosilicon in Inner Mongolia increased by 50 yuan/ton. The price of 6517 silicomanganese in the north increased by 25 yuan/ton, and that in the south increased by 50 yuan/ton [2] - Hegang finalized the purchase price of 75B ferrosilicon in January at 5760 yuan/ton, up 100 yuan/ton from December, and the quantity is 3313 tons, an increase of 563 tons from December [2] - After the holiday, the new round of ferrosilicon electricity prices were settled. In Qinghai, it is 0.41 - 0.46 yuan/degree, slightly decreasing; in Ningxia, it is 0.35 - 0.41 yuan/degree, mostly flat, and a few decreased by 1 - 2 cents. The steel tender prices were gradually finalized, with Hegang at 5760 yuan/ton and Xinyu at 5820 yuan/ton, both with a 100 - yuan/ton increase [3]

中信钢铁指数报收 1,933.16 点，下跌 0.55%，跑赢沪深 300 指数 0.03pct， 位列 30 个中信一级板块涨跌幅榜第 16 位。 重点领域分析： 投资策略：2026 年新的一年已经到来，过去两年我们用《走向成熟》、《时 代的周期》、《告别放任的年代》、《江河万古流》、《重估中国》以及《人间 正道是沧桑》六份周期深度报告去扭转过去盛行的用所谓的西方经验对中 国的悲观叙事。当 2025 年一连串事件冲击后，事实证明其实以前很多担 忧都是过虑了。社会认知开始反思，过去两三年一度流行的"中国经济的 日本叙事"论调也随之破产。其实我们生命中有很多周期很长以至于我们 不易察觉，只有有些距离感以后才能看清楚一些事情的轮廓。如今经过工 业化成熟后的转型蜕变，崭新的中国故事未来也将绽放光芒。在新的发展 阶段，后发工业国成熟后资本市场繁荣的基础是全社会总量的资本过剩， 结构上分别通过居民存款配置、金融机构大类资产配置、企业分红回购与 海外热钱等渠道注入市场，这些资金管道共同构成了增量资金的主要来 源，当其中一个部门形成较大资金流进入资本市场的时候，股市就会出现 趋势性牛市上涨的行情。当全社会将过剩资本通过以上 ...

数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据可知：2025年11月全国黑色金属冶炼和压延加工业出口货值为163.9亿元，同比增 长0.7%；2025年1-11月全国黑色金属冶炼和压延加工业累计出口货值为1841.7亿元，累计同比下降 3.7%。 2019年-2025年1-11月全国黑色金属冶炼和压延加工业出口货值统计图 上市公司：中信特钢（000708），河钢股份（000709），中南股份（000717），本钢板材（000761）， 三钢闽光（002110），久立特材（002318），金洲管道（002443），常宝股份（002478），盛德鑫泰 （300881），安阳钢铁（600569），八一钢铁（600581），新钢股份（600782），马钢股份（600808） 相关报告：智研咨询发布的《2026-2032年中国黑色金属矿采选业行业市场全景调查及 ...

废钢早报 研究中心黑色团队 2025/12/31 华东 स्क 中部 东北 日期 华南 2025/12/245 | 2174 2226 2216 2254 原点 2036 2227 2025/12/25 2174 2254 2036 2217 2224 2025/12/26 2173 2253 2039 2215 2025/12/29 2164 2252 2035 2222 2213 2025/12/305 容 2164 ~2251 原占 2034 2226 原 2213 沙钢重三价格 (含税) ◆ 2022 ↓ 2023 ↓ 2024 ● 2025 4,200元/吨 3,900 3,600 3,300 3,000 2,700 2,400 2,100 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月11月12月 长流程日耗 镇江鸿泰剪切料价格 (不含税) ● 2022 ● 2023 ● 2024 ● 2025 3,600元/吨 3,300 3,000 2,700 2,400 2,100 1,800 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月11月12月 短流程日耗 ◆ 2022 ...

Core Viewpoint - Jiangxi Metallurgical Vocational and Technical College is the only public higher vocational institution in Jiangxi focusing on metallurgy, emphasizing high-quality professional development and integration of industry and education to support national metallurgical industry upgrades and local educational initiatives [1][3]. Group 1: Educational Framework - The college integrates ideological education with practical skills training, leveraging local red resources to instill patriotism and craftsmanship among students [1]. - Over 90% of graduates from the "double high" professional group are employed in key industrial chains in Jiangxi, reinforcing the talent foundation for a manufacturing strong province [1]. Group 2: Professional Development - The college has established provincial-level industry-education integration platforms, achieving a professional alignment rate of 92% across 12 key industrial chains in Jiangxi [2]. - In the past five years, the college has trained nearly 10,000 high-quality skilled talents and enterprise backbones [2]. Group 3: Educational Innovation - The "four integrations and four stages" approach enhances educational quality by merging job roles with coursework, certifications, teacher-student collaboration, and industry-education integration [2]. - The college has won over 200 national and 700 provincial skill awards in the last five years, ensuring that educational outcomes meet industry demands [2]. Group 4: Community Engagement - The college has completed two intelligent transformation projects for enterprises and assembled 71 sets of equipment, generating over 100 million yuan in economic benefits [2]. - Annually, the college provides services to over 5,000 individuals through rural assistance and enterprise support, and conducts social training for over 10,000 participants [2]. Group 5: Future Vision - The college aims to deepen reforms and cultivate skilled craftsmen to contribute to the modernization of Jiangxi, aligning with national educational goals [3].

Group 1 - The core viewpoint of the article emphasizes that the stock price performance of Xinxing Steel Co., Ltd. (600782) is influenced by multiple factors including macroeconomic conditions, industry policies, capital preferences, financial situations, and the company's fundamentals [1] - The company is committed to actively researching market value management policies to enhance its investment value and ensure the protection of investors' rights [1] - The company aims to promote a more reasonable reflection of its intrinsic value in the market [1]

Group 1 - The company emphasizes its commitment to high-quality development and aims to expand market space and enhance brand influence through product research and development [2] - The company plans to strengthen technological innovation and quality management to continuously upgrade its product structure [2]