特钢概念资金流入榜 截至4月28日收盘，特钢概念上涨0.19%，位居概念板块涨幅第6，板块内，19股上涨，福鞍股份、三钢 闽光、太钢不锈等涨幅居前，分别上涨4.94%、4.20%、4.12%。跌幅居前的有甬金股份、沙钢股份、上 大股份等，分别下跌8.31%、3.76%、2.28%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 1.75 | 租售同权 | -4.65 | | 可燃冰 | 1.72 | 乳业 | -4.12 | | 电子竞技 | 0.92 | 赛马概念 | -3.31 | | 云游戏 | 0.62 | 中韩自贸区 | -3.27 | | Sora概念(文生视频) | 0.39 | 天津自贸区 | -3.22 | | 特钢概念 | 0.19 | 房屋检测 | -3.16 | | 培育钻石 | 0.16 | 物业管理 | -3.03 | | 电子纸 | 0.10 | 预制菜 | -2.98 | | 小红书概念 | 0.08 | 化债概念(AMC概念) | -2.77 | | 超超 ...

截至4月28日收盘，小红书概念上涨0.08%，位居概念板块涨幅第9，板块内，23股上涨，天娱数科、狮 头股份、ST联合等涨停，科华数据、青木科技、挖金客等涨幅居前，分别上涨7.53%、5.99%、3.97%。 跌幅居前的有中广天择、易点天下、锦和商管等，分别下跌9.07%、4.77%、3.90%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 1.75 | 租售同权 | -4.65 | | 可燃冰 | 1.72 | 乳业 | -4.12 | | 电子竞技 | 0.92 | 赛马概念 | -3.31 | | 云游戏 | 0.62 | 中韩自贸区 | -3.27 | | Sora概念(文生视频) | 0.39 | 天津自贸区 | -3.22 | | 特钢概念 | 0.19 | 房屋检测 | -3.16 | | 培育钻石 | 0.16 | 物业管理 | -3.03 | | 电子纸 | 0.10 | 预制菜 | -2.98 | | 小红书概念 | 0.08 | 化债概念(AMC概念) | -2.7 ...

天津自贸区概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600800 | 渤海化学 | -4.82 | 6.29 | -1703.30 | | 300119 | 瑞普生物 | -1.30 | 3.41 | -1613.12 | | 600751 | 海航科技 | -3.73 | 2.02 | -1413.14 | | 000897 | 津滨发展 | -5.86 | 4.00 | -1334.13 | | 600821 | 金开新能 | -1.22 | 1.35 | -1236.21 | | 600717 | 天津港 | 0.22 | 0.63 | -990.01 | | 600322 | 津投城开 | -6.49 | 3.44 | -218.12 | | 000965 | 天保基建 | -9.94 | 20.97 | -57.61 | | 600082 | 海泰发展 | -2.00 | 2.92 | -24.61 | | 002134 | 天津普林 | -6.42 | 5.20 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [5][8]. Core Views - The company is positioned as a low-cost leader in mica lithium extraction, driven by dual engines of lithium battery and special steel businesses. The successful expansion of mining rights and anticipated growth in lithium salt production capacity are expected to enhance profitability as lithium prices stabilize and recover [7][8]. Summary by Sections 1. Company Overview - The company, established in 2000, has evolved from a stainless steel manufacturer to a leader in the lithium battery materials sector, maintaining a top-three market share in stainless steel long products. A strategic shift began in 2017 towards lithium battery materials, leading to significant growth in both stainless steel and lithium salt revenues [7][14]. 2. Lithium Sector - The company has secured two major mica lithium mines, achieving complete self-sufficiency in lithium resources. The mining rights for the Huashan mica mine have been expanded, increasing the production capacity from 3 million tons/year to 9 million tons/year, enhancing resource security [7][47][51]. - The current lithium carbonate production capacity stands at 30,000 tons, with plans for expansion as mining and processing projects are completed. The production cost of lithium carbonate is projected to be significantly lower than industry averages, with a forecasted cost of 47,000 RMB/ton in 2024 [7][52][53]. - The lithium market is expected to experience a bottoming phase in 2025, with a potential recovery in 2026 as supply-demand dynamics shift. The average selling prices for lithium products are projected to be 66,000 RMB/ton in 2025, increasing to 71,000 RMB/ton in 2026 [7][58]. 3. Special Steel Sector - The company is a leading player in the stainless steel long products market, with stable production and sales volumes around 300,000 tons annually. The gross profit per ton of stainless steel has increased from 1,961 RMB/ton in 2021 to 2,809 RMB/ton in 2023, reflecting improved product mix and market positioning [7][35][39]. 4. Financial Forecast and Valuation - The company is expected to achieve net profits of 890 million RMB, 1.23 billion RMB, and 1.64 billion RMB for the years 2025 to 2027, with corresponding year-on-year growth rates of -14.3%, +37.1%, and +34.0%. The current price-to-earnings ratios are projected to be 18, 13, and 10 for the same years [6][8].

公司点评报告 ·钢铁行业 特钢之巅,品类丰富响应需求升级 -中信特钢（000708.SZ）公司首次覆盖 2025 年 03 月 16 日 | 主要财务指标预测 | | | | | | --- | --- | --- | --- | --- | | | 2023A | 2024E | 2025E | 2026E | | 营业收入(百万元) | 114,018.80 | 112,254.93 | 116,879.83 | 122,999.66 | | 收入增速(%) | 15.94 | -1.55 | 4.12 | 5.24 | | 归母净利润(百万元) | 5,721.19 | 5,191.47 | 5,754.78 | 6,503.84 | | 利润增速(%) | -19.48 | -9.26 | 10.85 | 13.02 | | 手利率(%) | 13.14 | 13.19 | 13.78 | 14.27 | | 摊薄 EPS(元) | 1.13 | 1.03 | 1.14 | 1.29 | | PE | 10.79 | 11.89 | 10.73 | 9.49 | | PB | 1.60 | 1.41 ...