本钢板材成立于1997年6月27日，于1998年1月15日在深圳证券交易所上市，注册地址与办公地址均位于辽 宁省本溪市。公司是集炼铁、炼钢等于一体的特大型钢铁联合企业，钢铁技术装备达世界先进水平，具备 较强的汽车板生产能力。 本钢板材主营业务涵盖钢铁冶炼、压延加工、发电、煤化工等多个领域，所属申万行业为钢铁 - 普钢 - 板 材，涉及低价、央企改革、中盘核聚变等概念板块。 经营业绩：营收行业第12，净利润第17 2025年三季度，本钢板材营业收入352.01亿元，行业排名12/17，远低于行业第一名宝钢股份的2324.36亿元 和第二名河钢股份的965.42亿元，也低于行业平均数598.33亿元和中位数480.8亿元。当期净利润为 - 21.64 亿元，行业排名垫底17/17，而行业第一名宝钢股份净利润89.08亿元，第二名华菱钢铁33.64亿元，行业平 均数为8.08亿元，中位数为3.56亿元。 资产负债率高于同业平均，毛利率低于同业平均 偿债能力方面，2025年三季度本钢板材资产负债率为78.00%，高于去年同期的68.67%，也高于行业平均的 63.37%。从盈利能力看，当期毛利率为 - 3.38%，虽 ...

10月13日消息，三大指数大幅低开，AIPC板块跌幅居前。截至今日开盘，沪指报3800.1148点，跌2.49%；深成指报 12837.25点，跌3.88%；创指报2975.03点，跌4.44%。 消息面： 1、商务部新闻发言人就近期中方相关经贸政策措施情况答记者问。关于稀土管制，商务部回应称，中国的出口管制不是 禁止出口，对符合规定的申请将予以许可。在措施公布前，中方已通过双边出口管制对话机制向各有关国家和地区作了通报。 针对美方宣布将对中方加征100%关税，商务部表示，动辄以高额关税进行威胁，不是与中方相处的正确之道。对于关税战， 中方的立场是一贯的，我们不愿打，但也不怕打。 2、商务部新闻发言人就中方宣布针对美对华造船等行业301调查限制措施实施反制答记者问时表示，希望美方慎重考虑， 纠正错误做法，与中方相向而行，通过平等磋商与合作找到解决问题的办法。 3、工信部等七部门近日联合印发《深入推动服务型制造创新发展实施方案（2025—2028年）》，提出加强新型信息基础 设施建设，深化"5G+工业互联网"融合创新和规模化应用，按需布局算力基础设施，加速算力与行业融合应用。 4、住建部副部长董建国11日表示， ...

Core Viewpoint - The "Power Equipment Industry Stabilization Growth Work Plan (2025-2026)" aims to support large-scale equipment updates in the energy sector using special long-term government bonds, guiding the industry towards high-quality development [1][2]. Group 1: Industry Growth Targets - The plan sets a target for traditional power equipment revenue growth to maintain an average annual increase of around 6% from 2025 to 2026, while ensuring stable growth in renewable energy equipment revenue [1]. - It aims to keep the production of power generation equipment within a reasonable range and increase the export volume of renewable energy equipment during the same period [1]. - The plan targets an average annual revenue growth of 7% for national advanced manufacturing clusters in the power equipment sector and around 10% for leading enterprises from 2025 to 2026 [1]. Group 2: Support Measures - The plan outlines four support measures, including organizational support, scheduling analysis, fiscal and tax support, and promotional guidance [2]. - It emphasizes fiscal support through tax incentives for R&D expenses and resource utilization, as well as encouraging financial institutions to provide innovative financial services to eligible power equipment companies [2]. Group 3: Technological and Environmental Initiatives - The plan promotes the integration of new information technologies with power equipment, enhancing the intelligence level of distribution busbars and accelerating the application of "5G + industrial internet" in the sector [2]. - It encourages the recycling of renewable energy equipment and the remanufacturing of high-value products like generators and gearboxes [2]. Group 4: Demand Expansion Strategies - The plan aims to stabilize demand for power equipment by leveraging major energy projects and accelerating the construction of large onshore wind and solar bases [3]. - It promotes the orderly development of offshore wind power and distributed development of wind and solar energy, while also advancing coal power upgrades and the elimination of outdated capacity [3]. - The plan includes the development of hydropower and nuclear power projects, optimizing the national power system design [3].