抚顺特钢（600399.SH）12月26日在投资者互动平台表示，公司是航空航天等高科技领域特殊钢新材料 的研发、生产基地，其中特冶不锈钢等产品已经在商业航天领域上得到了应用。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司是否有火箭端产品的布局？ ...

Core Viewpoint - The special steel sector experienced a slight increase of 0.26% on December 26, with Fushun Special Steel leading the gains. The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1]. Group 1: Stock Performance - Fushun Special Steel (code: 6682009) closed at 6.00, up 3.27%, with a trading volume of 1.9053 million shares and a transaction value of 1.152 billion yuan [1]. - Changbao Co., Ltd. (code: 002478) closed at 9.08, up 2.95%, with a trading volume of 577,400 shares and a transaction value of 521 million yuan [1]. - CITIC Special Steel (code: 000708) closed at 16.05, up 0.88%, with a trading volume of 125,600 shares and a transaction value of 201 million yuan [1]. - Xining Special Steel (code: 600117) closed at 2.88, up 0.70%, with a trading volume of 257,200 shares and a transaction value of 73.7926 million yuan [1]. - Shagang Group (code: 002075) closed at 5.77, up 0.70%, with a trading volume of 309,800 shares and a transaction value of 179 million yuan [1]. - Fangda Special Steel (code: 600507) closed at 5.90, up 0.68%, with a trading volume of 152,300 shares and a transaction value of 89.9251 million yuan [1]. - Tongjin Co., Ltd. (code: 603995) closed at 18.28, down 0.44%, with a trading volume of 52,200 shares and a transaction value of 95.8515 million yuan [1]. - Xianglou New Materials (code: 301160) closed at 64.10, down 0.68%, with a trading volume of 20,600 shares and a transaction value of 132 million yuan [1]. - Jiuli Special Materials (code: 002318) closed at 27.90, down 0.75%, with a trading volume of 138,200 shares and a transaction value of 384 million yuan [1]. - Jinzhu Pipeline (code: 002443) closed at 8.47, down 1.85%, with a trading volume of 149,400 shares and a transaction value of 127 million yuan [1]. Group 2: Capital Flow - The special steel sector saw a net outflow of 237 million yuan from main funds, while retail investors contributed a net inflow of 271 million yuan [2]. - The capital flow for individual stocks indicates that Xining Special Steel had a main fund net inflow of 347,600 yuan, while retail investors contributed a net inflow of 789,880 yuan [3]. - In contrast, CITIC Special Steel experienced a significant main fund net outflow of 24.3952 million yuan, with retail investors contributing a net inflow of 1.8964 million yuan [3].

从资金流向上来看，当日特钢板块主力资金净流入1.23亿元，游资资金净流出732.13万元，散户资金净流 出1.15亿元。特钢板块个股资金流向见下表： 证券之星消息，12月25日特钢板块较上一交易日上涨1.42%，抚顺特钢领涨。当日上证指数报收于 3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。特钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 6682009 | 抚顺特钢 | 5.81 | 5.83% | 158.28万 | 9.14亿 | | 300881 | 盛德整泰 | 35.75 | 4.69% | 3.94万 | · 1.39亿 | | 002478 | 常宝股份 | 8.82 | 2.92% | 57.51万 | 5.06亿 | | 002318 | 久立特材 | 28.11 | 2.59% | 17.14万 | 4.79亿 | | 600117 | 西宁特钢 | 2.86 | 1.78% | 32.03万 | 9168.24万 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 6653009 | 抚顺特钢 | 5.49 | 2.43% | 71.90万 | | 3.93亿 | | 000825 | 太钢不锈 | 5.08 | 2.01% | 157.63万 | | 7.93亿 | | 002478 | 常宝股份 | 8.57 | 1.90% | 54.42万 | | 4.68亿 | | 300881 | 盛德彦泰 | 34.15 | 1.76% | 1.48万 | | 5022.66万 | | 600117 | 西宁特钢 | 2.81 | 1.44% | 14.12万 | | 3929.75万 | | 002318 | 久立特材 | 27.40 | 1.44% | 17.28万 | | 4.73亿 | | 002443 | 金洲营道 | 8.63 | 1.41% | 15.81万 | | 1.36亿 | | 600507 | 方大特钢 | 5.82 | 1.22% | 15.83万 | | 9162.42 ...

证券研究报告 | 2025年12月23日 $\mathbf{M}_{\mathbf{i}}$ is defined as $$\mathbf{M}_{\mathbf{i}}=\mathbf{M}_{\mathbf{i}}\mathbf{M}_{\mathbf{i}}\mathbf{M}_{\mathbf{i}}\tag{1}$$ where $\mathbf{M}_{\mathbf{i}}$ is the $\mathbf{M}_{\mathbf{i}}$-norm of the $\mathbf{i}$-th order. 核心观点 金融工程日报 市场表现：20251223 规模指数中上证 50 指数表现较好，板块指数中科创 100 指数表现较好，风格指数中中证 500 成长指数表现较好。建材、基础化工、 电新、有色金属、电子行业表现较好，消费者服务、综合金融、国防军工、 商贸零售、综合行业表现较差。锂电电解液、六氟磷酸锂、钨矿、玻璃纤维、 锂电隔膜等概念表现较好，卫星互联网、卫星导航、商业航天、智能 IC 卡 等概念表现较差。 市场情绪：20251223 收盘时有 68 只股票涨停，有 16 只股票跌停。 ...

证券之星消息，12月23日特钢板块较上一交易日下跌0.99%，太钢不锈领跌。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。特钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002478 | 常宝股份 | 8.41 | 0.48% | 37.50万 | 3.14亿 | | 301160 | 翔楼新材 | 64.79 | 0.43% | 1.05万 | 6775.58万 | | 002318 | 久立特材 | 27.01 | 0.37% | 13.38万 | 3.60亿 | | 002443 | 金洲管道 | 8.51 | 0.12% | 15.03万 | 1.28亿 | | 000708 | 中信特钢 | 15.72 | -0.19% | 10.29万 | 1.61亿 | | 002075 | 沙钢股份 | 5.66 | -0.53% | 23.37万 | 1.33亿 | | 600507 | 方大特钢 | 5.75 | ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日特钢板块主力资金净流出6567.85万元，游资资金净流出5943.22万元，散户资 金净流入1.25亿元。特钢板块个股资金流向见下表： 证券之星消息，12月22日特钢板块较上一交易日上涨1.16%，太钢不锈领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。特钢板块个股涨跌见下表： ...

内容概要：碳素轴承钢是制造轴承套圈与滚动体的核心材料，通过精准控制碳含量与杂质元素，经特定 热处理后具备高硬度、高耐磨性等关键性能，广泛适配汽车、风电、机械制造等多领域需求。行业运行 中，轴承钢粗钢产量受成本、产能出清等因素影响波动下滑，而轴承钢材产量逆势增长，核心得益于企 业工艺升级与高附加值产能释放，碳素轴承钢作为核心细分品类，凭借高性价比在新能源汽车、农机等 领域需求攀升。市场竞争呈现"金字塔"格局，中信特钢、宝武钢铁等头部企业以先进工艺主导高端市 场，中小厂商聚焦中低端领域，行业集中度持续提升。未来，行业将围绕技术升级（高纯净度、定制 化）、结构优化（绿色低碳、集群化）、需求升级（高端制造驱动、国产替代深化）三大主线发展，竞 争重心逐步转向"产品+服务"的综合实力比拼。 一、碳素轴承钢行业相关概述 碳素轴承钢是专门用于制造滚动轴承套圈和滚动体的碳素结构钢，其核心特点是通过控制碳含量（通常 在0.95%~1.10%）和杂质元素（硫、磷含量≤0.025%），经淬火+低温回火处理后，具备高硬度、高耐磨 性、良好的接触疲劳强度和尺寸稳定性，能满足轴承在交变载荷、高速运转、摩擦磨损等工况下的使用 要求。 上市企 ...

Group 1 - The core viewpoint is that Shanxi's state-owned enterprises are playing a crucial role in the province's transformation and development during the 14th Five-Year Plan, focusing on upgrading traditional industries and cultivating emerging industries [1][2] - By the end of 2024, the total assets of Shanxi's state-owned enterprises are expected to grow from 3.28 trillion yuan to 3.77 trillion yuan, with total profits increasing from 20.8 billion yuan to 48.9 billion yuan, reflecting annual growth rates of 3.12% and 23.79% respectively [1] - Shanxi has established 301 advanced capacity mines, accounting for 95% of the total, and launched the first provincial-level coal industrial internet platform in the country, significantly promoting the transformation and upgrading of the coal industry [1] Group 2 - Traditional industries are being improved while emerging industries are rapidly rising, with Shanxi focusing on developing electronic information, new energy, new materials, and high-end equipment manufacturing as key industry chains [2] - Taiyuan Iron and Steel Group has become the leading enterprise in the special steel industry chain, achieving a thickness precision of 0.015 mm, while Taiyuan Heavy Industry has established the world's first "lighthouse factory" in the rail transit sector [2] - The Shanxi State-owned Assets Supervision and Administration Commission emphasizes a strategy of "doing what should be done and not doing what should not," focusing state-owned capital on critical industries related to national security and public welfare [2] Group 3 - Looking ahead to the 15th Five-Year Plan, Shanxi's state-owned enterprises will continue to promote the intelligent transformation of coal mines, aiming for basic intelligence in normal production coal mines by 2027 [3] - The province will accelerate the construction of five major bases and promote the development of unconventional natural gas and emerging energy industries such as hydrogen and ammonia [3] - Shanxi aims to deepen energy cooperation with regions like Beijing-Tianjin-Hebei, the Yangtze River Delta, and the Guangdong-Hong Kong-Macao Greater Bay Area, while expanding green electricity export channels to strengthen national energy security [3]

作为山西转型发展的中坚力量，"十四五"期间，山西国资国企一手抓传统产业升级，一手抓新兴产业培 育，在转型发展蹚新路中勇挑重担。截至2024年底，山西省属企业资产总额从3.28万亿元增长到3.77万 亿元，利润总额从208亿元增长到489亿元，年均增速分别达到3.12%和23.79%。 转型成效的背后，是山西国资国企坚持"有所为，有所不为"。山西省国资委党委书记、主任洪强表 示，"有所为"，是推进省属国有资本向关系国家安全、国民经济命脉的重要行业和关键领域集中，向关 系民生福祉的公共服务、应急能力、公益性领域等集中，向前瞻性战略性新兴产业集中。"有所不为"， 则是出台主责主业动态管理办法，对省属全级次企业的主业进行全面核定，明确各自赛道，杜绝盲目扩 张。 展望"十五五"，山西国资国企将持续推进煤矿智能化改造，2027年实现正常生产煤矿基本智能化；加 快"五大基地"建设，推进非常规天然气增储上产和氢能、氨能等新兴能源产业发展；深化与京津冀、长 三角、粤港澳大湾区的能源合作，拓宽绿电外送通道，持续筑牢国家能源安全屏障。 （文章来源：经济日报） 在山西潞安化工集团新元煤矿，1秒定位井下人员车辆，2秒分析安全生产数据， ...