为了一座矿，中国竟在国外建了条重载铁路，这就是几内亚的西芒杜铁矿。这座矿到底有多重要，为啥值得我们如此费心费力？ 1997年和2003年，矿业巨头力拓集团陆续取得了西芒杜铁矿的探矿权和采矿权。核算之后发现不划算，便选择搁置开采计划。但几内亚国家还指望这座矿带 来财富，于是在2008年收回了北部矿区的矿权。后来几经转手，在2011年交给了中国铝业、宝武钢铁等中国企业。 这么好的矿难道就没被西方国家发现吗？答案是发现了，但开采难度太大了。这个难度不是指采矿，而是开采后如何运出来。铁矿地处海拔800多米的非洲 热带雨林无人山区，距离最近的港口要600多公里。几内亚内部基建又相对欠佳，想开发矿产几乎要从零开始搞基建。 目前北部矿区几内亚政府占股15%，剩下85%均由中企主导的赢联盟占有。南部矿区我们也积极参与，几内亚政府占股15%，中国铝业和力拓集团合资的公 司占股85%。至此咱们拥有了这座铁矿的主要开发权。 图标制作：21世纪经济报道 西芒杜铁矿位于非洲几内亚东南部的凯鲁阿内省，已探明铁矿储量44亿吨，预估总储量超50亿吨，是目前世界最大的未开采铁矿。 为了西芒杜铁矿，我们还派出中铁十八局，修建了一条东起西芒杜矿区 ...

据初步核查，该起事故为湘潭钢铁集团有限公司在处置异常停电过程中，四号高炉区域附近煤气管道发 生起火。事故原因正在调查中。 本 期 编 辑 邢潭 "湘潭应急管理"微信公号 2月15日，湘潭市应急管理局发布情况通报： 2月14日16时15分许，湘潭钢铁集团有限公司厂区发生起火事故。事故发生后，消防救援、应急管理、 公安、生态环境等部门迅速组织力量赶赴现场救援处置。截至2月15日凌晨2时40分，现场明火已扑灭， 事故未造成人员伤亡。 ...

Core Viewpoint - The report by Zhiyan Consulting highlights a slight decline in the number of large-scale enterprises in China's black metal mining and selection industry, indicating a potential stagnation in the sector's growth [1]. Industry Overview - As of January to December 2025, the number of large-scale enterprises in the black metal mining and selection industry is projected to be 1,546, which is a decrease of 8 enterprises compared to the previous year, reflecting a year-on-year decline of 0.51% [1]. - The proportion of these enterprises within the total industrial enterprises stands at 0.29% [1]. Related Companies - The report mentions several key companies in the industry, including CITIC Special Steel, Hebei Iron and Steel, Zhongnan Shares, Benxi Steel, Xinxing Ductile Iron Pipes, Taiyuan Iron and Steel, Ansteel, Hebei Resources, Hualing Steel, Shagang, Baotou Steel, and Baosteel [1].

Investment Rating - The investment rating for the steel industry is "Positive" [2] Core Insights - The steel sector has shown resilience with a weekly increase of 1.01%, outperforming the broader market [10] - The supply situation indicates a high furnace capacity utilization rate of 86.4%, with a slight increase of 0.72 percentage points week-on-week [27] - Demand has decreased, with a total consumption of 689.1 million tons of steel, down 9.41% week-on-week [36] - Social inventory of steel has increased by 9.17% week-on-week, totaling 1,026.7 million tons, while factory inventory has also risen by 4.71% [45] - Steel prices have shown a slight decline, with the comprehensive index for ordinary steel at 3,409.5 CNY/ton, down 0.14% week-on-week [51] - Profit margins for rebar steel have improved, with a profit of 80 CNY/ton, an increase of 23.08% week-on-week [59] Supply Summary - As of February 13, the average daily pig iron production was 2.3049 million tons, reflecting a week-on-week increase of 1.91% [27] - The capacity utilization for electric furnaces has decreased significantly by 27.11 percentage points to 21.0% [27] - The total production of the five major steel products was 6.96 million tons, down 3.45% week-on-week [27] Demand Summary - The consumption of the five major steel products was 6.891 million tons, a decrease of 71.58 million tons week-on-week [36] - The transaction volume of construction steel by mainstream traders was 35,000 tons, down 48.24% week-on-week [36] - The transaction area of commercial housing in 30 major cities was 1.443 million square meters, down 21.2% week-on-week [36] Inventory Summary - Social inventory of the five major steel products reached 10.267 million tons, with a week-on-week increase of 86.26 million tons [45] - Factory inventory of the five major steel products was 4.161 million tons, up 4.71% week-on-week [45] Price & Profit Summary - The comprehensive index for ordinary steel is 3,409.5 CNY/ton, down 4.73 CNY/ton week-on-week [51] - The comprehensive index for special steel is 6,579.7 CNY/ton, down 2.29 CNY/ton week-on-week [51] - The average cost of pig iron is 2,343 CNY/ton, down 8.0 CNY/ton week-on-week [59] - The profit for electric furnace steel was -48 CNY/ton, while the profit for rebar steel was 80 CNY/ton [59] Investment Recommendations - Focus on regional leading companies with advanced equipment and environmental standards such as Hualing Steel, Shougang, and Shandong Steel [3] - Consider companies with excellent growth potential and restructuring plans like Baosteel and Nanjing Steel [3] - Pay attention to special steel companies benefiting from the new energy cycle [3]

Core Viewpoint - The meeting emphasized the importance of implementing the spirit of the 20th National Congress of the Communist Party of China and the directives of General Secretary Xi Jinping regarding party building and state-owned enterprises, aiming to enhance the political responsibility of central enterprise party committees in governance and ensure high-quality development through effective party leadership [1][2][3]. Group 1: Party Building Responsibilities - Central enterprise party committee secretaries reported on their responsibilities and identified key issues, with a focus on improving governance and accountability [2]. - Zhang Yuzhuo highlighted the need for party committee secretaries to take responsibility for party governance and to ensure the implementation of strict party discipline [2][3]. Group 2: Achievements and Progress - Over the past year, central enterprise party committees have effectively implemented directives from the central government, strengthening the leadership system and enhancing the political awareness of party members [2]. - The commitment to high-quality development and service to national goals has been reinforced, providing a strong guarantee for the successful completion of the 14th Five-Year Plan [2]. Group 3: Future Directions - The focus for the upcoming year will be on deepening the integration of party leadership into corporate governance and enhancing the effectiveness of political supervision [3]. - There is a call for continuous improvement in the management of enterprise leadership teams and the promotion of a correct view of performance [3][4]. - The meeting stressed the importance of aligning party building with operational activities to leverage the political and organizational advantages of the party for innovation and development [3].

（来源：Mysteel我的不锈钢网） 来源：Mysteel我的不锈钢网 不锈钢行情一览 | 无锡市场不锈钢价格早报 | | | | 2026年2月 | | --- | --- | --- | --- | --- | | | 14日 | | | | | 热门活动 | | | | | | 固本拓瓣 糖圈共生 | | | | | | 26 126 不锈钢产业 快 需 交流大会 | | | | | | 卷板价格(09:10) | (单位:元/吨) | | | | | 品名 材质 | | 规格 | 钢厂 | 价格(基价) | | | | | 张浦 | 14900 - | | 四尺切边 | | | 太钢天管 | 14400 - | | 五尺切边 | | | 太钢 | 15000 - | | 五尺毛边 | | | 東金 | 14400 - | | | | | 德龙 | 13750 - | | | | | 東金 | 14300 - | | 304 | | | 北港新材料 | 13750 - | | | | | 德龙 | 13750 - | | 四尺毛边 | | | 北材 | 13850 - | | | | | 宏旺 | 13 ...

转自：新闻中心 会议以现场和视频相结合的方式召开，各中央企业党委（党组）书记、专职副书记及有关部门负责同 志，驻国务院国资委纪检监察组、国务院国资委有关厅局负责同志参加会议。 【责任编辑：家正】 2月13日，国务院国资委党委召开2025年度中央企业党委（党组）书记党建工作述职会议。国务院国资 委党委书记、主任张玉卓主持会议并讲话，强调要全面贯彻党的二十大和二十届历次全会精神，学深悟 透习近平总书记关于党的建设的重要思想和关于党的自我革命的重要思想，深入贯彻落实习近平总书记 关于国资国企工作的重要论述，更加深刻领悟"两个确立"的决定性意义，坚决做到"两个维护"，进一步 压实中央企业党委（党组）管党治党政治责任，推动党的领导融入公司治理各环节，以高质量党建引领 保障企业高质量发展。国务院国资委党委委员出席会议。中央组织部、中央党的建设工作领导小组秘书 组有关部门负责同志参加会议。 张玉卓强调，要把贯彻好、落实好习近平总书记对中央企业工作作出的重要指示精神，特别是关于党的 建设的重要要求，作为全年党建工作的重中之重。要坚持和加强党的全面领导，持续完善做到"两个维 护"的制度机制，持续增强党的创新理论武装针对性实效性 ...

证券日报网讯 2月13日，宝钢股份在互动平台回答投资者提问时表示，公司作为中国最大的现代化钢铁 联合企业，主营业务聚焦于高端钢铁产品的研发、生产与销售，核心产品包括汽车板、家电板、电工 钢、镀锡板、能源及管线用钢等高技术含量、高附加值板材，广泛应用于汽车制造、家电、船舶、石油 化工及基础设施建设等领域。宝钢股份在成为中国市场主要钢材供应商的同时，产品出口海外四十多个 国家和地区。 （编辑 袁冠琳） ...

Group 1 - The company exports approximately 500,000 tons of products to the European Union each year, including hot-rolled, cold-rolled, automotive sheets, tinplate, and silicon steel among various types [2]

Group 1 - The 800 Cash Flow ETF managed by Huatai-PineBridge opened at 1.317 yuan, experiencing a decline of 1.42% [1] - Major holdings in the ETF include China National Offshore Oil Corporation (CNOOC) down 2.93%, SAIC Motor Corporation down 0.14%, and China Aluminum Corporation down 1.82% [1] - The ETF's performance benchmark is the CSI 800 Free Cash Flow Index, with a return of 33.50% since its inception on April 30, 2025, and a return of 5.17% over the past month [1]