| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002075 沙钢股份 | | 851.96万 | 6.06% | -141.31万 | -1.01% | -710.65万 | -5.06% | | 300881 | 盛德整泰 | -78.88万 | -2.13% | -73.89万 | -2.00% | 152.77万 | 4.13% | | 603995 | 角金股份 | -222.75万 | -2.74% | 414.11万 | 5.10% | -191.37万 | -2.36% | | 600399 抚顺特钢 | | -543.62万 | -4.33% | -124.85万 | -0.99% | 668.47万 | 5.32% | | 301160 | 翔楼新材 | -749.46万 | -5.64% | -359.57万 | -2.71% | 1109.03万 | 8.35% | | 002318 久立特材 ...

Core Viewpoint - The special steel sector experienced a decline of 0.74% on December 8, with CITIC Special Steel leading the drop. In contrast, the Shanghai Composite Index rose by 0.54% and the Shenzhen Component Index increased by 1.39% [1]. Group 1: Market Performance - The closing price of CITIC Special Steel was 15.54, reflecting a decrease of 2.57% with a trading volume of 216,400 shares [2]. - The special steel sector's main stocks showed mixed performance, with Taiyuan Iron & Steel rising by 4.35% to a closing price of 4.56, while other stocks like Fushun Special Steel and Xining Special Steel saw declines of 0.19% and 1.02%, respectively [1][2]. - The total trading volume for the special steel sector was significant, with Taiyuan Iron & Steel achieving a transaction value of 639 million yuan [1]. Group 2: Capital Flow - The special steel sector saw a net outflow of 2.3786 million yuan from main funds, while retail investors experienced a net outflow of 5.83398 million yuan [2]. - Notably, the sector attracted a net inflow of 60.7185 million yuan from speculative funds, indicating a divergence in investor behavior [2]. - Specific stocks like Taiyuan Iron & Steel and Changbao Co. had notable net inflows from main funds, with 54.9752 million yuan and 17.5268 million yuan, respectively [3].

行业研究丨行业周报丨钢铁 [Table_Title] 为何钢铁的需求侧具有韧性？ 报告要点 [Table_Summary] 回顾 2025 年钢铁需求侧表现， 1~10 月粗钢、钢材产量同比分别-3.9%、+4.7%。钢材产量由 于涉及冷轧、钢管等二次材重复计算的问题，伴随钢铁产品结构升级和二次材占比的提升，或 对实际产量有所高估。粗钢产量由于系钢企自行上报，缺乏严格监督机制，不涉及流转税数据 的检验，导致实际的产量或有所低估。由此，实际钢铁产量或介于统计局粗钢产量和钢材产量 之间。结合钢材库存整体去化至低位，当前库存水平和年初库存水平差异也不大，表明 2025 年 钢铁总需求相对 2024 年是较为平稳的。为何钢铁的需求侧具有韧性？ 丨证券研究报告丨 分析师及联系人 [Table_Author] 王鹤涛 赵超 易轰 吕士诚 SAC：S0490512070002 SAC：S0490519030001 SAC：S0490520080012 SAC：S0490525080005 SFC：BQT626 SFC：BUY139 SFC：BUZ394 请阅读最后评级说明和重要声明 %% %% %% %% research ...

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） 根据国家统计局数据可知：2025年10月全国黑色金属冶炼和压延加工业出口货值为167.2亿元，同比下 降6.9%；2025年1-10月全国黑色金属冶炼和压延加工业累计出口货值为1679.3亿元，累计同比下降 3.6%。 2019年-2025年1-10月全国黑色金属冶炼和压延加工业出口货值统计图 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投资前景预测报 告》 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， ...

Investment Rating - The report maintains a "Buy" rating for several key companies in the steel sector, including Hualing Steel, Nanjing Steel, Baosteel, and New Steel [9]. Core Insights - The steel industry is experiencing a divergence in performance compared to non-ferrous metals, with non-ferrous metals benefiting more from manufacturing sectors like electrical machinery and telecommunications, while steel is more reliant on real estate and automotive industries [2]. - The average daily pig iron production has decreased, with a notable drop in steel output, particularly in rebar production [12][18]. - Total steel inventory has seen a significant reduction, with a week-on-week decline of 2.5% [24]. - Apparent consumption of steel has weakened, with rebar demand declining more than hot-rolled coil demand [40]. - Iron ore prices have strengthened, influenced by supply adjustments and market dynamics [50]. Summary by Sections Supply - Daily pig iron production has decreased by 23,000 tons to 2.323 million tons, with a significant drop in steel output [12][18]. - The capacity utilization rate for blast furnaces across 247 steel mills is at 87.1%, down 0.9 percentage points from the previous week [18]. Inventory - Total steel inventory has decreased by 2.5% week-on-week, with social inventory down 2.9% and steel mill inventory down 1.6% [24][26]. Demand - Apparent consumption of the five major steel products is 8.642 million tons, down 2.7% week-on-week [51]. - Weekly average transaction volume for construction steel is 99,000 tons, reflecting a 5.3% decrease [41]. Raw Materials - The iron ore price index for 62% Fe is at $107.1 per ton, with a week-on-week increase of 1.0% [61]. - Australian iron ore shipments have decreased slightly, while Brazilian shipments have increased [61]. Prices and Profits - The comprehensive steel price index has increased by 0.6% week-on-week, indicating a slight improvement in the industry's profitability [75]. - The current cost of long-process rebar is 3,533 RMB per ton, with a loss of 233 RMB per ton [75][81].

Investment Rating - The investment rating for the steel industry is "Positive" [2] Core Insights - The steel sector has shown a slight increase of 0.54% this week, underperforming compared to the broader market, which rose by 1.28% [10] - The report indicates that while the steel industry faces supply-demand imbalances, the implementation of "stability growth" policies is expected to support steel demand, particularly in real estate and infrastructure sectors [3] - The report suggests that the overall industry structure is likely to improve, with specific companies being undervalued and presenting structural investment opportunities [3] Supply Summary - As of December 5, the capacity utilization rate for blast furnaces among sample steel companies is 87.1%, a decrease of 0.90 percentage points week-on-week [27] - The average daily pig iron production is 2.323 million tons, down 2.38% week-on-week [27] - The total production of five major steel products is 7.187 million tons, a decrease of 3.78% week-on-week [27] Demand Summary - The consumption of five major steel products is 8.642 million tons, down 2.68% week-on-week [35] - The transaction volume of construction steel among mainstream traders is 99,000 tons, a decrease of 5.31% week-on-week [35] Inventory Summary - The social inventory of five major steel products is 9.785 million tons, down 2.86% week-on-week [43] - The factory inventory of five major steel products is 3.871 million tons, down 1.64% week-on-week [43] Price & Profit Summary - The comprehensive index for ordinary steel is 3,473.6 CNY/ton, an increase of 0.60% week-on-week [49] - The profit for rebar produced in blast furnaces is 34 CNY/ton, an increase of 383.33% week-on-week [55] - The profit for electric arc furnace-produced construction steel is -25 CNY/ton, an increase of 59.02% week-on-week [55] Raw Material Summary - The spot price index for Australian iron ore (62% Fe) is 790 CNY/ton, down 0.75% week-on-week [71] - The price of primary metallurgical coke is 1,880 CNY/ton, down 55 CNY/ton week-on-week [71]

浙江久立特材科技股份有限公司 2025 年第一期员工持股计划 证券简称：久立特材 证券代码：002318 浙江久立特材科技股份有限公司 2025 年第一期员工持股计划 二〇二五年十二月 浙江久立特材科技股份有限公司 2025 年第一期员工持股计划 声明 本公司及董事会全体成员保证本员工持股计划内容真实、准确和完整，不存 在虚假记载、误导性陈述或者重大遗漏。 本方案主要条款与公司2025年11月19日公告的公司2025年第一期员工持股 计划草案及其摘要内容一致。 1 浙江久立特材科技股份有限公司 2025 年第一期员工持股计划 风险提示 一、浙江久立特材科技股份有限公司（以下简称"久立特材"或"公司"） 2025年第一期员工持股计划（以下简称"本员工持股计划"）须经公司股东会批 准后方可实施，本员工持股计划能否获得公司股东会批准，存在不确定性。 二、有关本员工持股计划的具体资金来源、出资比例、实施方案等属初步结 果，能否完成实施，存在不确定性。若员工认购资金较低，则本次员工持股计划 存在不能成立的风险；若员工认购资金不足，本次员工持股计划存在低于预计规 模的风险。 三、本员工持股计划由公司自行管理，公司设立员工 ...

证券代码：002318 证券简称：久立特材 公告编号：2025-046 浙江久立特材科技股份有限公司 2025 年第二次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现否决议案的情形； 2、本次股东会未涉及变更以往股东会决议的情形。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开日期和时间：2025 年 12 月 5 日 14:30 网络投票时间为：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 12 月 5 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互 联网投票系统投票的具体时间为 2025 年 12 月 5 日 9:15 至 15:00 的任意时间。 2、现场会议召开地点：湖州市吴兴区八里店久立特材三楼会议室 3、会议召集人：公司第七届董事会 4、会议召开方式：本次会议采取现场投票与网络投票相结合的方式 1、出席会议的总体情况 参加本次股东会现场会议和网络投票的股东、股东代表及委托代理人共 1 344 人，代表有表决权股份 553,61 ...

久立特材 2025 年第二次临时股东会法律意见书 国浩律师（杭州）事务所 国浩律师（杭州）事务所 关 于 浙江久立特材科技股份有限公司 2025 年第二次临时股东会的 法律意见书 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 二〇二五年十二月 久立特材 2025 年第二次临时股东会法律意见书 国浩律师（杭州）事务所 国浩律师（杭州）事务所 关 于 浙江久立特材科技股份有限公司 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 2025 年第二次临时股东会的 法律意见书 致：浙江久立特材科技股份有限公司 国浩律师（杭州）事务所（以下简称"本所"）接受浙江 ...

Group 1 - The nuclear power industry chain in China is experiencing significant breakthroughs with the commencement of new projects in Shandong and Zhejiang, marking a full-scale launch of new constructions [1] - China Uranium Industry's IPO has been successfully launched, enhancing upstream resource security for the nuclear power sector [1][4] - The international fusion cooperation project BEST has been initiated, accelerating the layout of cutting-edge technologies in the nuclear energy field [1][2] Group 2 - Since 2022, China has consistently approved more than 10 nuclear power units annually, indicating a normalization of project approvals and strong investment momentum in the nuclear sector [3] - The total investment for the newly approved 10 nuclear units in April is estimated to exceed 200 billion yuan, reflecting robust demand for nuclear power construction [3] - In the first nine months of 2025, domestic nuclear power investment reached 990.9 billion yuan, a year-on-year increase of 23.3% [3] Group 3 - China Uranium Industry holds significant mining rights and advanced extraction technologies, which will enhance domestic uranium production capacity and supply security [4] - The IPO aims to raise 4.11 billion yuan to fund several projects, including the Nalinggou uranium mine, thereby strengthening the upstream resource support for the nuclear power industry [4] Group 4 - As of October 2023, China operates 59 nuclear power units with a total installed capacity of 62.48 million kilowatts, maintaining the world's largest scale [5] - China's nuclear power generation accounts for only 5% of total electricity generation, indicating substantial growth potential compared to other regions [5] Group 5 - The first fourth-generation nuclear power plant is set to be operational by December 2023, showcasing advancements in safety and efficiency [6] - The BEST project is progressing, with significant investments in fusion energy technologies, indicating a clear roadmap for nuclear energy development in China [7] Group 6 - Investment opportunities are identified in various segments of the nuclear power industry, including equipment manufacturers, operators, and uranium resource companies [8] - Companies such as China Nuclear Power, China General Nuclear Power, and China Uranium Industry are highlighted as key players to watch in the evolving market [8]