（一）主要产品的价格变动情况 证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-034 中盐内蒙古化工股份有限公司 2025 年第一季度主要经营数据的公告 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个别及连带责任。 中盐内蒙古化工股份有限公司（以下简称"公司"）根据上海证 券交易所《上市公司行业信息披露指引第七号-医药》《上市公司行 业信息披露指引第十八号-化工》及《关于做好上市公司 2025 年第一 季度报告披露工作的通知》要求，现将公司 2025 年第一季度主要经 营数据披露如下： | 主要行业 | 主要产品 | 2025 年第 | 2025 年第 | 营业收入（万 元） | | --- | --- | --- | --- | --- | | | | 一季度产量 | 一季度销量 | | | 精细化工行业 | 金属钠、氯酸钠 （万吨） | 3.40 | 3.29 | 21,343.68 | | 基础化工行业 | 纯碱（万吨） | 104.39 | 95.02 | 121,025.87 | | | 聚氯乙烯树脂 ...

交易提示 交易咨询：0571-85165192，85058093 2025 年 4 月 28 日星期一 16519 新世纪期货交易提示（2025-4-28） | | | | 铁矿：关税扰动反复，以及粗钢限产政策又起，铁矿基本面逐步走弱。随 | | --- | --- | --- | --- | | | | | 着天气转暖和矿山检修结束，二季度供给端扰动减少，发运和到港量有望 | | | 铁矿石 | 逢高试空 | 逐步回升。当前钢厂利润尚可，粗钢限产政策再起，铁水见顶预期。钢厂 | | | | | 铁矿库存低位，五一小长假存补库备货预期，以及 4 月底政治局会议大概 | | | | | 率围绕稳地产和消费复苏进行部署，以推动经济稳定增长。反倾销和关税 | | | | | 影响仍将持续，出口依旧面临下滑，粗钢限产及铁矿投产预期压制，激进 | | | | | 的投资者入场的铁矿 09 合约持有。 | | | 煤焦 | 震荡 | 煤焦：国内焦煤产量仍偏高，焦煤总体产地供应有所增加，受关税影响， | | | | | 钢材现货成交不佳，市场信心受挫，焦煤成交氛围有所转弱，市场对后续 | | | | | 预期并不乐观。目前 ...

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report Both rebar and hot-rolled coil are expected to have a short-term rebound due to the increasing expectation of production restrictions [1][2] 3. Summary by Related Catalogs 3.1 Fundamental Tracking - **Futures Data**: The closing price of RB2510 was 3,101 yuan/ton, down 15 yuan/ton (-0.48%); HC2510 was 3,204 yuan/ton, down 10 yuan/ton (-0.31%). The trading volume of RB2510 was 1,679,713 lots, with a position of 1,986,742 lots and an increase of 6,545 lots; HC2510 had a trading volume of 613,482 lots, a position of 1,407,096 lots, and an increase of 1,490 lots [2] - **Spot Price**: Rebar prices in Shanghai, Hangzhou, Beijing, and Guangzhou increased by 40, 60, 50, and 50 yuan/ton respectively; hot-rolled coil prices in Shanghai, Hangzhou, Tianjin, and Guangzhou increased by 60, 70, 20, and 60 yuan/ton respectively. Tangshan billet price rose by 30 yuan/ton to 3010 yuan/ton [2] - **Basis and Spread**: The basis of RB2510 increased by 15 yuan/ton to 89 yuan/ton; the basis of HC2510 remained unchanged at 36 yuan/ton. The spread of RB2505 - RB2510 remained unchanged at -76; HC2505 - HC2510 increased by 7 to -14; HC2505 - RB2505 increased by 12 to 165; HC2510 - RB2510 increased by 5 to 103; the spot coil - rebar spread increased by 19 to -27 [2] 3.2 Macro and Industry News - **Steel Production and Inventory Data (April 25)**: Rebar production decreased by 0.11 million tons, hot-rolled coil production increased by 3.10 million tons, and the total production of five major varieties increased by 3.13 million tons. Rebar inventory decreased by 30.83 million tons, hot-rolled coil inventory decreased by 6.86 million tons, and the total inventory of five major varieties decreased by 50.41 million tons. Rebar apparent demand decreased by 13.88 million tons, hot-rolled coil apparent demand increased by 0.20 million tons, and the total apparent demand of five major varieties decreased by 22.39 million tons [3] - **Industrial Enterprise Profit Data (January - March)**: The total profit of industrial enterprises above designated size was 1,509.36 billion yuan, a year - on - year increase of 0.8%. State - owned holding enterprises' profit was 559.95 billion yuan, a year - on - year decrease of 1.4%; joint - stock enterprises' profit was 1,110.15 billion yuan, an increase of 0.1%; foreign and Hong Kong, Macao, and Taiwan - invested enterprises' profit was 388.35 billion yuan, an increase of 2.8%; private enterprises' profit was 370.97 billion yuan, a decrease of 0.3% [3][4] 3.3 Trend Intensity The trend intensity of rebar and hot-rolled coil is both 1, indicating a neutral - to - slightly strong trend [5]

投资咨询业务资格：证监许可【2011】1778 号 宝城期货铁矿石早报（2025 年 4 月 28 日） ◼ 品种观点参考 时间周期说明：短期为一周以内、中期为两周至一月 | 品种 | 短期 | 中期 | 日内 | 观点参考 | 核心逻辑概要 | | --- | --- | --- | --- | --- | --- | | 铁矿 2509 | 震荡 | 震荡 | 震荡 偏弱 | 关注 MA5 一线压力 | 供需格局弱稳，矿价低位震荡 | 说明： 1.有夜盘的品种以夜盘收盘价为起始价格，无夜盘的品种以昨日收盘价为起始价格，当日日盘收盘价为终点价格， 计算涨跌幅度。 2.跌幅大于 1%为下跌，跌幅 0~1%为震荡偏弱，涨幅 0~1%为震荡偏强，涨幅大于 1%为上涨。 3.震荡偏强/偏弱只针对日内观点，短期和中期不做区分。 专业研究·创造价值 1 / 2 请务必阅读文末免责条款 观点参考 观点参考 ◼ 行情驱动逻辑 限产政策预期再现，原料价格有所承压，相应的刚需高位叠加节前补库支撑下矿石需求表现良 好，给予矿价支撑，但并未带来库存去化，显示矿石基本面暂未实质性好转，且供应回升预期未退， 需求存触顶担忧，利空因素未 ...

二 〇 二 五 年 度 2025 年 04 月 27 日 螺纹钢：限产预期支撑，下方空间有限 热轧卷板：限产预期支撑，下方空间有限 马亮 投资咨询从业资格号：Z0012837 maliang015104@gtjas.com 报告导读： 走势回顾 本周螺纹主力 2510 合约震荡下行，收于 3101 元/吨，周环比上涨 25 元/吨，成交 772.43 万手，持 仓 198.67 万手，持仓增加 6.00 万手。 本周热卷主力 2510 合约震荡下行，收于 3204 元/吨，周环比上涨 23 元/吨，成交 306.03 万手，持 仓 140.71 万手，持仓增加 2.81 万手。 供应 本周钢厂高炉产能利用率上升，分品种产量小幅上行，各品种产量分化，波动较小，近期钢厂限产预 期再起，虽然目前铁水处于高位，但后期铁水产量下降预期有所强化。 需求 本周全国主流贸易商建筑钢材成交量为 60.64 万吨，环比上升 6.29 万吨，本周终端成交环比微 增，近期终端成交表现基本平稳，终端按需采购为主。 库存 本周 Mysteel 统计全国主要城市钢材社会库存为 1083.43 万吨，环比下降 41.4 万吨；Mysteel ...