Core Viewpoint - The company, New Steel Co., has provided insights into its product categories and market strategies in response to investor inquiries, indicating a flexible approach to adjusting metal flows and product structures based on market conditions [2] Product Categories - The main product categories of the company include rebar, wire rod, medium and heavy plates, hot-rolled coils, cold-rolled sheets, electrical steel, special steel strips, and others such as steel strands [2] - The company emphasizes that detailed data on each product can be found in its annual reports [2]

【冠通期货研究报告】 1，期货价格：螺纹钢主力合约周二持仓量增仓 30014 手，成交量相比上 一交易日略微缩量，成交量 635547 手。日内震荡运行，最低 3128，最高 3148， 收于 3134 元/吨，下跌 3 元/吨，跌幅 0.10%。 2，现货价格：主流地区上螺纹钢现货 HRB400E 20mm 报价 3300 元/吨，相 比上一交易日维稳。 3，基差：期货贴水现货 166 元/吨。期货贴水较大，一定程度上继续支撑 期货价格。 二、基本面数据 1，供需情况： 供应端：截至 12 月 25 当周，螺纹钢产量环比上升 2.71 万吨至 184.39 万吨，连续两周回升，公历同比下降 31.91 万吨，产量仍然处于近 4 年低位。 截至 12 月 25 日我的钢铁网公布的 247 家钢厂高炉开工率 78.32%，环比下降 0.15 个百分点。同比去年减少 0.39%。钢厂盈利率 37.23%，环比上周持平， 日均铁水产量环比上周增加 0.03 万吨至 226.58 万吨，同比去年减少 1.29 万吨。本周产量延续小幅回升，后续钢厂仍有复产预期，一定程度上会减弱 价格支撑。 螺纹日报：震荡整理 发布日期 ...

Core Viewpoint - The "Action Plan" for the Yangtze River Delta aims to establish a model for ecological protection and green development, marking a significant step towards building a "Beautiful China" [1] Group 1: Green Development - The plan emphasizes the deep integration of digitalization, intelligence, and greening in traditional industries such as petrochemicals, steel, and textiles to enhance production efficiency and reduce emissions [2] - Achieving standardized shore power facilities at regional docks will help reduce fuel emissions from ships during port stays, improving air quality [2] - The overall elimination of National III diesel trucks in the region is expected to significantly lower exhaust emissions in the transportation sector, contributing to better air quality [2] Group 2: Ecological Protection - The Yangtze River Delta faces challenges like water pollution despite its rich water resources; enhancing water ecological protection and restoration is crucial for sustainable development [3] - The plan sets targets for improving water ecological environments, with the construction rate of beautiful rivers and lakes reaching 44% and beautiful bays over 40% [3] Group 3: Reform and Innovation - The expansion of pollutant trading pilot programs is aimed at incentivizing companies to reduce emissions through market mechanisms, enhancing resource allocation efficiency [3] - Exploring financial support models for beautiful city construction will provide funding for ecological protection and green development projects, addressing funding shortages [3] Group 4: Challenges and Opportunities - The plan acknowledges challenges in regional collaborative governance, particularly in breaking down administrative barriers for deeper cooperation [3] - Traditional enterprises may face pressures related to technological upgrades and funding during the green transition, necessitating supportive government policies [3] Group 5: Overall Impact - The implementation of the "Action Plan" is expected to yield significant results in ecological protection and green development, positioning the Yangtze River Delta as a pioneering and exemplary region for "Beautiful China" initiatives, offering replicable experiences for other areas [4]

人民财讯12月30日电，中信特钢(000708)12月30日公告，公司全资子公司泰富科创特钢（上海）有限公 司（简称"泰富科创"）拟以自有资金15.1亿元，收购广州空港持有的Prosperity KingsfieldLimited富景特 有限公司（简称"富景特"）100%股权。富景特控制的斯坦科集团是全球三大独立钢铁贸易商之一，本 次交易后，公司将快速吸收其在海外供应链管理、品牌全球化营销、本地客户服务等领域的成熟经验与 核心技术，增强公司海外运营能力；另一方面，依托斯坦科成熟的贸易团队与风控体系，将推动公司 从"产品供应商"向"全球系统解决方案服务商"加速转型。 转自：证券时报 ...

Group 1 - The company, Sansteel Minmetals, announced that as of the date of the announcement, the approved external guarantee amount for the year 2025 is approximately 2.13 billion yuan, which accounts for 10.99% of the company's most recent audited net assets and 4.12% of total assets [1] - The actual external guarantee balance that the company has incurred is approximately 612 million yuan, representing 3.16% of the company's most recent audited net assets and 1.19% of total assets [1]

三、并购重组 1、盛新锂能：拟20.8亿元收购启成矿业30%股权，公司将持有启成矿业100%股权。启成矿业控股子公 司惠绒矿业拥有木绒锂矿的采矿权证，木绒锂矿已查明Li2O资源量98.96万吨，平均品位1.62%，为四川 地区锂矿品位最高的矿山之一，生产规模为300万吨/年，目前正在积极推进矿山开发建设。 一、停复牌 天普股份：股票价格严重偏离上市公司基本面。公司无开展人工智能相关业务的计划，与股东中昊芯英 未签订任何框架性合作协议。中昊芯英自身现有资本证券化路径与上市公司无关，无资产注入计划。公 司停牌核查。 二、回购 1、中炬高新：拟以3亿至6亿元回购股份，用于注销并减少公司注册资本。 2、百利天恒：拟1亿元-2亿元回购股份。 2、明德生物：拟现金收购武汉必凯尔救助用品有限公司100%股权。标的公司是较早引入国际第一急救 （FirstAid）理念和技术的企业，主要从事以急救包为核心，全面布局应急装备、应急单品和应急服务 的应急救护业务。 3、盐湖股份：拟以46.05亿元现金收购五矿盐湖51%股权。 4、中信特钢：全资子公司泰富科创拟以自有资金15.1亿元收购广州空港持有的富景特有限公司100%股 权。富景 ...

富景特持有斯坦科100%股权，斯坦科专注于钢铁全产业链的贸易服务，提供包括铁矿石、焦煤、生 铁、废钢等原材料，以及钢坯、特种钢等钢材产品的采购与销售服务，并配套开展供应链管理、金融服 务等增值业务。 格隆汇12月30日丨中信特钢(000708.SZ)公布，公司全资子公司泰富科创特钢（上海）有限公司（简 称"泰富科创"）拟于近期同广州空港产业投资集团有限公司（简称"广州空港""交易对方"）签署《产权 交易合同》，泰富科创拟以自有资金 15.1 亿元，收购广州空港持有的Prosperity KingsfieldLimited 富景 特有限公司（简称"富景特""交易标的"）100%股权。富景特系 Stemcor Global Holdings Limited 斯坦科 全球控股有限公司（简称"斯坦科控股"）的全资控股股东，并通过斯坦科控股持有其下属 33 家子公司 和多个分支机构或代表处（斯坦科控股及其下属 33 家子公司和多个分支机构或代表处简称"斯坦科""斯 坦科集团"，富景特及斯坦科集团合并简称"集团公司"）。本次交易完成后，富景特将纳入公司合并报 表范围。 ...

Group 1 - The company announced that it will hold the 31st meeting of the 8th Board of Directors on December 30, 2025 [1] - The Board approved a proposal for the company and its subsidiaries to use up to 6 billion RMB of idle funds for investment and financial management in 2026 [1] - The authorized amount can be used in a rolling manner within the specified limits and validity period [1] Group 2 - The management is proposed to be authorized by the shareholders' meeting to implement the investment activities [1] - The authorization period is from the date of approval by the shareholders' meeting until March 31, 2027 [1]

每经AI快讯，12月30日，中信特钢（000708）(000708.SZ)公告称，全资子公司泰富科创拟以15.1亿元收 购广州空港持有的富景特有限公司100%股权。交易完成后，富景特将纳入中信特钢合并报表范围。富 景特持有斯坦科全球控股有限公司100%股权，斯坦科集团是全球三大独立钢铁贸易商之一，本次交易 将推动公司全球供应链体系的优化与重构，推动公司从"产品供应商"向"全球系统解决方案服务商"加速 转型。 ...

（记者 王晓波） 每经AI快讯，新兴铸管12月30日晚间发布公告称，公司第十届第十七次董事会会议于2025年12月30日 以通讯表决（传真）方式召开。会议审议了《关于聘任公司高级管理人员的议案》等文件。 每经头条（nbdtoutiao）——2025十大财经新闻出炉！护航、酣战、变局、狂飙分别指向哪些大事件？ ...