证券日报网讯 12月30日，方大特钢发布公告称，公司第九届董事会第九次会议审议通过《关于预计 2026年度日常关联交易事项的议案》《关于使用闲置资金购买理财产品的议案》《关于向各金融机构申 请综合授信的议案》等多项议案。 （文章来源：证券日报） ...

（编辑 袁冠琳） 证券日报网讯 12月30日，沙钢股份在互动平台回答投资者提问时表示，股价波动受宏观经济、市场环 境、投资情绪及二级市场等多重因素综合影响。公司坚持稳健经营、聚焦主业，努力提升业绩，争取为 股东创造长期价值。 ...

Investment Rating - The report maintains a "Recommend" rating for the steel industry [1] Core Insights - The overall profitability of the steel industry is recovering rapidly, with effective cost control measures leading to significant improvements in profit margins [5][6] - In Q3 2025, the steel sector achieved record profits, with net profit margins increasing quarterly, indicating a sustainable recovery in profitability [7][10] - The recovery in profitability is broadening, with leading companies showing faster recovery rates compared to their peers, highlighting the advantages of scale and cost management [19][24] - Investment recommendations focus on companies with stable high dividends, those with high technical barriers, and upstream resource companies benefiting from improved supply dynamics [27] Summary by Sections 1. Industry Profitability Recovery and Cost Control - The profitability of the steel industry has shown significant improvement, with a total profit of 111.5 billion yuan from January to November 2025, a year-on-year increase of 1,752.2% [5] - The SW steel sector reported a net profit of 20.147 billion yuan in the first three quarters of 2025, marking a turnaround from losses in the previous year [5][6] 2. Record Profits in Q3 2025 - In Q3 2025, the steel sector generated revenue of 480.123 billion yuan, a slight year-on-year increase of 0.07%, while costs decreased by 4.42% [7][8] - The net profit for Q3 2025 reached 8.716 billion yuan, reflecting a 12.16% increase from the previous quarter and a significant recovery from losses in the same period last year [7][10] 3. Broadening Profit Recovery and Leading Companies - Leading steel companies like Baosteel and Shougang have demonstrated strong profit recovery, with Shougang's net profit increasing by 368.13% year-on-year [19][20] - The recovery in profitability is not limited to top firms; several smaller companies have also turned losses into profits, indicating a broad improvement across the sector [24] 4. Investment Recommendations - The report suggests focusing on companies with stable high dividends, such as CITIC Special Steel and Hualing Steel, as well as those with high technical barriers like Fangda Special Steel [27] - Upstream resource companies like Baotou Steel and Hainan Mining are also recommended due to expected improvements in supply dynamics [27]

证券日报网讯 12月30日，方大特钢发布公告称，公司将于2026年1月16日召开2026年第一次临时股东 会，审议《关于预计2026年度日常关联交易事项的议案》《关于使用闲置资金购买理财产品的议案》 《关于向各金融机构申请综合授信的议案》。 （编辑 任世碧） ...

12月30日晚间，中信特钢（000708）发布公告，宣布其全资子公司泰富科创特钢(上海)有限公司拟以 15.09亿元自有资金，收购广州空港产业投资集团有限公司(简称"广州空港")持有的富景特有限公司(简 称"富景特")100%股权。 财务数据显示，富景特近年保持稳健经营规模。经审计的2024年度财务报告显示，公司当年营业收入达 131.18亿元，净利润3509.77万元，年末资产总额41.97亿元，净资产14.92亿元。2025年前三季度(未经审 计)，公司实现营业收入85.09亿元，净利润830.51万元，截至9月末资产总额增至45.99亿元，净资产 15.84亿元，应收款总额19.94亿元，无对外担保。 本次交易定价基于中联国际房地产土地资产评估咨询(广东)有限公司出具的评估报告，截至2024年12月 31日，富景特股东全部权益评估价值为15.09亿元，较账面净资产增值1750.84万元，增值率1.17%，该 评估结果经北京中企华资产评估有限责任公司复核确认公示，若2025年12月31日前标的集团出现经调整 后的净利润亏损，中信特钢可要求广州空港足额补偿。 中信特钢称，本次交易构成中信特钢全球化战略的关键 ...

Group 1 - The core viewpoint of the article emphasizes that the stock price performance of Xinxing Steel Co., Ltd. (600782) is influenced by multiple factors including macroeconomic conditions, industry policies, capital preferences, financial situations, and the company's fundamentals [1] - The company is committed to actively researching market value management policies to enhance its investment value and ensure the protection of investors' rights [1] - The company aims to promote a more reasonable reflection of its intrinsic value in the market [1]

这篇文章分析钢铁的国内产量下滑与出口激增背后的全球变局，最近钢铁行业的数据，让很多人直呼看不懂，一边是国内的炉子明显凉了，另一边却是运往 海外的货轮更忙了，这种"冰火两重天"的景象，恰恰成了观察当前中国经济结构转型与全球贸易格局变化的一个独特体现。 数据背后的"冷"与"热"：产量锐减与出口飙升的悖论 国家统计局的数据清晰地显示，11月全国的粗钢产量，和去年同月相比，下降了10.9%，这个跌幅可不小，是近年来少见的大幅下滑，钢厂的生产积极性， 看起来确实不高。 但海关总署发布的另一组数字，却描绘了另一幅图景，同样是11月，中国出口的钢材总量达到了806万吨，比去年同期增长了8.4%，要知道，这是连续第7 个月实现同比增长，一边是产量"跳水"，一边是出口"爬坡"，这个剪刀差越来越明显。 国际投行摩根士丹利在近期的一份报告里，点破了这层窗户纸，报告的核心观点是，国内的需求是真的跟不上了。 过去那些"吃钢嚼铁"的大户——房地产和基础设施建设，它们的热度降下来了，根据行业分析，建筑领域占了中国钢铁消费的一半以上。 这块需求收缩，多出来的产能就像水满了要溢出一样，必然要寻找新的去处，而海外市场，就成了一个最直接的"泄洪区 ...

每经AI快讯，中信特钢12月30日晚间发布公告称，公司第十届第二十三次董事会会议于2025年12月30 日以通讯表决的方式召开。会议审议了《关于调整公司组织架构的议案》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？ （记者 曾健辉） ...

Group 1 - The company emphasizes its commitment to high-quality development and aims to expand market space and enhance brand influence through product research and development [2] - The company plans to strengthen technological innovation and quality management to continuously upgrade its product structure [2]

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]