Core Viewpoint - The Ministry of Ecology and Environment has issued a notification detailing the responsibilities and obligations of key emission units in the carbon emission trading market, which will include the power generation, steel, cement, and aluminum smelting industries by 2026, as part of China's dual carbon goals [1][2]. Group 1: Key Emission Units and Coverage - By 2026, the carbon market will include approximately 3,700 key emission units, covering around 8 billion tons of carbon emissions, which accounts for over 60% of the national carbon emissions [2]. - The eight key industries, including power generation, steel, construction materials, non-ferrous metals, petrochemicals, chemicals, paper, and aviation, contribute to about 75% of China's carbon dioxide emissions [2][5]. Group 2: Compliance Requirements - The four core industries (power generation, steel, cement, aluminum smelting) must complete a full compliance process, including listing, monthly verification, annual reporting, and quota management [2][4]. - The notification outlines specific deadlines for key emission units, such as the publication of the 2027 key emission unit list by October 31, 2026, and the submission of greenhouse gas emission reports by March 31, 2026 [3][4]. Group 3: Additional Industry Management - Industries like petrochemicals and chemicals are required to submit annual emission reports but are not yet involved in quota trading and compliance [5]. - Companies in these sectors with annual emissions of 26,000 tons of CO2 equivalent must participate in the annual reporting process, with the same reporting deadline of March 31, 2026 [5][6]. Group 4: Future Preparedness - Industries not yet included in the carbon market should focus on preparing for future compliance by enhancing their reporting and verification capabilities [6]. - It is recommended that these companies establish carbon asset management departments and develop carbon reduction plans to ensure readiness for future inclusion in the carbon market [6].

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） ...

Core Viewpoint - Shandong Steel (600022) has confirmed that Shanxin Software, a subsidiary established in July 2016, focuses on industrial software development and intelligent manufacturing solutions [1] Company Overview - Shanxin Software is a holding subsidiary of Shandong Steel, formed by integrating the automation business segments of Jinan Steel and Laiwu Steel [1] - The company employs over 1,100 people and is recognized as a national high-tech enterprise, a Shandong provincial enterprise technology center, and a benchmark enterprise in intelligent manufacturing [1] Business Focus - The main business areas of Shanxin Software include industrial software development, system integration, technical services, and intelligent equipment manufacturing [1] - The company provides comprehensive intelligent manufacturing solutions, including design consulting, system integration, software development, intelligent equipment manufacturing, system installation, debugging, and operational maintenance [1] Technological Expertise - With over 40 years of experience in the steel industry and related sectors, Shanxin Software boasts over 270 technological achievements and a systematic, engineering-oriented design and delivery capability [1]

特朗普关税政策再度传来重大变数。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 报道称，据三位知情人士透露，特朗普政府正在审查受关税影响的产品清单，并计划对部分商品予以豁 免，停止扩大征税清单，转而对特定商品发起更有针对性的国家安全调查。 知情人士称，美国商务部和美国贸易代表办公室的贸易官员认为，这些关税通过提高派盘、食品和饮料 罐等商品价格，正在伤害消费者。包括英国、墨西哥、加拿大以及欧盟成员国在内的国家，可能从美国 对钢铁和铝制品关税的放松中受益。 报道指出，特朗普发起的大规模关税行动，已将美国整体关税水平推升至二战以来的最高水平。但在选 民对生活成本不满情绪上升的情况下，他也多次撤回或放松部分强硬关税措施。 皮尤研究中心本月公布的民调显示，超过70%的美国成年人认为当前经济状况"仅算一般或糟糕"，约 52%的受访者认为特朗普的经济政策让情况变得更差。 受特朗普政府调整关税的消息影响，今日午后，伦铝、伦铜期货价格直线跳水，截至北京时间19：40， 伦铝大跌超2%，伦铜跌超1%。有报道称，特朗普政府计划缩减部分钢铁和铝制品关税，并停止扩大清 单范围。 有分析指出，自钢铝关税实施以 ...

来源：滚动播报 报道称特朗普将撤销部分钢铁、铝制品关税后，在美上市的钢铁和铝生产商股价下跌 。 ...

格隆汇2月13日丨华菱钢铁(000932.SZ)公布，截至2026年2月13日，公司通过股份回购专用证券账户以 集中竞价交易方式累计回购公司股份5602.33万股，占公司目前总股本的0.8109%，其中最高成交价为 5.61元/股，最低成交价为4.41元/股，成交总金额为2.79亿元（不含交易费用）。鉴于本次回购股份的回 购期限已届满，公司本次回购股份计划实施完毕，实施情况符合既定的《回购报告书》的要求。 ...

每经头条（nbdtoutiao）——上市公司净利从暴增9倍到突然预亏超2亿元，董事长为何自掏5000万元补 窟窿？50亿元信托理财也去向成谜，股民直呼看不懂 每经AI快讯，华菱钢铁2月13日晚间发布公告称，截至2026年2月13日，公司通过股份回购专用证券账 户以集中竞价交易方式累计回购公司股份约5602万股，占公司目前总股本的0.8109%，其中最高成交价 为5.61元/股，最低成交价为4.41元/股，成交总金额约为2.79亿元。 （记者 王晓波） ...

Core Viewpoint - The company plans to invest a total of 3.722 billion yuan in fixed assets for the year 2026, with a focus on various projects in iron and steel production [1] Investment Plan Summary - The new projects will require an investment of 510 million yuan, focusing on technological upgrades in iron and steel production [1] - Ongoing projects will see an investment of 2.829 billion yuan, which includes renovations of the sintering plant and iron-making facilities [1] - There are five reserve projects with a total planned investment of 5.487 billion yuan, with an expected investment of 383 million yuan in 2026, primarily directed towards the Guangxi steel expansion and quality improvement project [1] - The implementation of this investment plan may face risks related to adjustments and budget overruns [1]

瑞达期货研究院 「2026.2.13」 热轧卷板市场周报 市场情绪低迷 热卷期价震荡偏弱 添加客服 研究员：蔡跃辉 期货从业资格号F0251444 期货投资咨询从业证书号Z0013101 取 更 多 资 讯 业务咨询 关 注 我 们 获 目录 1、周度要点小结 2、期现市场 3、产业情况 「周度要点小结1」 行情回顾 3 来源：瑞达期货研究院 1. 价格：截至2月13日收盘，热卷主力合约期价为3222（-29），杭州涟钢热卷现货价格为3270（-10）。（单位： 元/吨/周） 2. 产量：热卷产量下调。307.76（-1.4），（同比-21.17）。（单位：万吨） 3. 需求：表观需求下滑。本期表需296.19（-9.35），（同比-26.69）。（单位：万吨） 4. 库存：厂库+社库增加。总库存370.77（+11.57），（同比-58.88）。（单位：万吨） 5. 盈利率：钢厂盈利率38.53%，环比上周减少0.86个百分点，同比去年减少12.12个百分点。 「 周度要点小结2」 行情展望 维持在78%附近；春节假期到来，表观需求继续下滑，库存增幅扩大。同时，成本端支撑减弱。观点参考，HC2605合约考虑 ...

证券之星消息，2月13日湖南国企改革板块较上一交易日下跌1.45%，华菱钢铁领跌。当日上证指数报 收于4082.07，下跌1.26%。深证成指报收于14100.19，下跌1.28%。湖南国企改革板块个股涨跌见下 表： 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，当日湖南国企改革板块主力资金净流出6.73亿元，游资资金净流入2.51亿元，散户 资金净流入4.21亿元。湖南国企改革板块个股资金流向见下表： ...