国泰中证钢铁ETF（515210）成立日期2020年1月22日，最新规模36.6亿。今年以来收益2.56%，同类排 名4178/5579；近一年收益38.27%，同类排名2049/4202；成立以来收益75.16%。 1月12日，物产金轮涨5.21%，截至发稿，报16.16元/股，成交1.26亿元，换手率4.15%，总市值35.94亿 元。 资料显示，物产中大金轮蓝海股份有限公司位于江苏省南通经济技术开发区滨水路6号，成立日期2004 年12月14日，上市日期2014年1月28日，公司主营业务涉及纺织梳理器材的研发、生产和销售,不锈钢装 饰材料板业务。主营业务收入构成为：不锈钢板56.38%，其他19.86%，金属针布13.39%，弹性盖板 5.82%，带条针布2.42%，固定盖板2.14%。 从物产金轮十大流通股东角度 数据显示，国泰基金旗下1只基金位居物产金轮十大流通股东。国泰中证钢铁ETF（515210）三季度增 持70.18万股，持有股数121.81万股，占流通股的比例为0.66%。根据测算，今日浮盈赚取约97.45万元。 国泰中证钢铁ETF（515210）基金经理为吴中昊。 截至发稿，吴中昊累计任职 ...

从此次公布的案件看，部门间协同配合为依法查处涉税违法犯罪行为提供强有力支持。比如，国家 税务总局邯郸市税务局稽查局联合公安、海关等部门，依法查处了邯郸市丛台区群帮耐火材料厂隐匿出 口应征税货物收入偷税案件。经查，2021年至2022年，该企业出口煤焦油沥青等"两高一资"应征税货 物，通过隐匿收入、未按规定申报等方式，少缴增值税、企业所得税等税费328.08万元。2025年3月， 税务部门依法对其作出追缴税费款、加收滞纳金并处罚款共计550.91万元的处理处罚决定。 偷逃"两高一资"货物出口应征税带来多重危害。"偷逃出口货物应征税往往涉及多方主体，扰乱正 常的市场经济秩序。"中山大学法学院教授杨小强举例，部分外贸企业背离合法经营底线，隐瞒出口"两 高一资"货物情况，蓄意偷逃出口环节应缴税款；一些不法中介以免费甚至反向支付好处费代理出口为 噱头招揽业务，倒卖出口信息牟利；个别地方片面追逐出口业绩增长，纵容本地空壳企业购买异地进出 口数据，做大进出口业绩，既导致外贸数据"注水"，也助长了不法分子故意偷逃税行为。 "加强出口应征税货物税收监管、曝光违法企业，既是维护市场公平竞争的关键举措，更是引导相 关经营主体向高质 ...

外，还有冷轧板和热轧板之分，冷轧板表面光洁度高、精度好，适合对外观和尺寸要求精密的场合；热轧 板则具有较高的强度和较好的塑性，常用于承受较大应力的结构件。理解这些基础知识，是进入不锈钢板 批发市场的首要一步。 行业标准与质量的关键考量 不锈钢板材的质量直接关系到最终产品的性能和使用寿命。因此，了解并遵循相关的行业标准至关重要。 中国的不锈钢板材执行GB/T 24511《不锈钢和耐候钢板及钢带》等国家标准，这些标准对不锈钢板的化学 成分、力学性能、尺寸公差、表面质量以及检验方法等都做出了明确规定。例如，对304不锈钢的镍含量 和铬含量的范围有严格要求，以确保其基本的耐腐蚀性能。 在选购不锈钢板时，应重点关注以下几个方面：首先是材料的化学成分，可通过材料分析报告进行核实， 确保其符合国家标准或客户要求的牌号。其次是力学性能，如抗拉强度、屈服强度、延伸率等，这些指标 直接影响材料在应用中的承载能力。再次是表面质量，包括是否存在裂纹、划伤、氧化皮、麻点等缺陷， 这些缺陷不仅影响美观，有时也会成为腐蚀的起始点。最后是尺寸精度，板材的厚度、宽度和长度的公差 是否在可接受范围内，直接影响后续的加工和装配。 在中国制造业蓬勃 ...

12月8日，上期所不锈钢仓库期货仓单61556吨，环比上个交易日减少63吨。 期货市场上看，12月9日收盘，不锈钢期货主力合约报12500.00元/吨，跌幅0.32%，最高触及12565.00 元/吨，最低下探12495.00元/吨，日内成交量达69080手。 【市场资讯】 上海期货交易所12月8日，广东地区不锈钢库12432吨，较上日持平；江苏地区不锈钢库存合计49124 吨，较上日下跌63吨；合计61556吨，较上一交易日下跌63吨。 12月8日，青山集团宣布不锈钢价格上调100元/吨，同时完成当月剩余资源分货，市场信心得到提振。 304冷轧现货价格普遍跟涨50元/吨。 (12月9日)今日全国不锈钢板价格一览表 | 商品名称 | 规格 | 品牌/ | 报价 | 报价 | 交货地 | 交易商 | | --- | --- | --- | --- | --- | --- | --- | | | | 产地 | | 类型 | | | | 冷轧不锈 | 宏旺1.0*1219*2438304/2B | 宏旺 | 11700 | 市场 | 江苏省/ | 江苏鑫万佳不锈钢 | | 钢平板 | | | 元/吨 | 价 | 无 ...

Price Trends - The price of Delong 304 cold-rolled sheets in Foshan is reported at 12,550 CNY/ton, unchanged from the previous day, while Hongwang 304 cold-rolled sheets in Wuxi are at 12,700 CNY/ton, also unchanged [1] - The base price in Foshan is -15 (+50), and in Wuxi, it is 135 (+50) [1] - Hongwang 201 is priced at 8,850 CNY/ton in Foshan, remaining stable, while Hongwang Zhaotui 430 is at 7,750 CNY/ton, also unchanged [1] Market Overview - On November 19, the national stainless steel plate prices show various rates, with Hongwang 304/2B cold-rolled sheets priced at 11,650 CNY/ton in Jiangsu Province [2] - The futures market for stainless steel closed at 12,335 CNY/ton, with a slight decline of 0.20%, and trading volume reached 88,679 contracts [2] Supply and Demand Dynamics - As of November 17, the Shanghai Futures Exchange reported a decrease in stainless steel warehouse receipts to 69,289 tons, down by 1,076 tons from the previous trading day [3] - In October 2025, South Korea's stainless steel imports were approximately 56,200 tons, down 23.8% month-on-month and 15.6% year-on-year, while exports were about 96,700 tons, down 11.2% month-on-month and 13.9% year-on-year [3] Industry Analysis - The Indonesian Ministry of Energy and Mineral Resources plans to reduce the nickel ore quota for 2026, which is expected to be below the original plan of 319 million tons, but the market's reaction is limited due to unclear reduction levels [4] - The current weak market for stainless steel has led steel mills to maintain low-price procurement, resulting in a gradual decline in raw material prices, with nickel-iron prices dropping to 900-905 CNY/nickel [4] - The overall supply of stainless steel lacks significant production cut drivers, while terminal demand shows no effective increase, leading to a pessimistic sentiment in the spot market [4]

Core Viewpoint - The stock of Wuchan Jinlun has shown a mixed performance in recent trading sessions, with a year-to-date increase of 16.34% and a notable decline over the past 60 days, indicating potential volatility in its market position [2]. Financial Performance - For the period from January to September 2025, Wuchan Jinlun reported a revenue of 1.811 billion yuan, reflecting a year-on-year decrease of 7.30%. The net profit attributable to shareholders was 97.6648 million yuan, down 13.85% compared to the previous year [2]. - Cumulatively, since its A-share listing, Wuchan Jinlun has distributed a total of 298 million yuan in dividends, with 109 million yuan distributed over the last three years [3]. Stock Market Activity - As of October 31, Wuchan Jinlun's stock price rose by 2.14% to 16.23 yuan per share, with a trading volume of 27.1876 million yuan and a turnover rate of 0.88%. The total market capitalization stands at 3.609 billion yuan [1]. - The net inflow of main funds was 492,000 yuan, with large orders amounting to 2.3489 million yuan, accounting for 8.64% of total transactions, while sales reached 1.8568 million yuan, representing 6.83% [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Wuchan Jinlun increased to 28,400, marking an 11.84% rise from the previous period. The average number of circulating shares per shareholder decreased by 6.39% to 6,479 shares [2]. - Among the top ten circulating shareholders, the Guotai Zhongzheng Steel ETF (515210) is the fourth largest, holding 1.2181 million shares, an increase of 701,800 shares from the previous period [3]. Business Overview - Wuchan Jinlun, established on December 14, 2004, and listed on January 28, 2014, is located in Nantong Economic and Technological Development Zone, Jiangsu Province. The company specializes in the research, production, and sales of textile carding equipment and stainless steel decorative materials [2]. - The main business revenue composition includes stainless steel plates (56.38%), other products (19.86%), metal needle cloth (13.39%), elastic covers (5.82%), strip needle cloth (2.42%), and fixed covers (2.14%) [2]. Industry Classification - Wuchan Jinlun is classified under the Shenwan industry category of machinery and equipment, specifically specialized equipment for textile and apparel [2]. The company is also associated with several concept sectors, including small-cap stocks, artificial intelligence, venture capital, AIGC concepts, and Zhejiang state-owned assets [2].

Group 1 - The 2025 Saudi-China Industrial and Building Materials Exhibition was successfully held in Riyadh, Saudi Arabia, from October 12 to 15, organized by the Shandong Provincial Department of Commerce and the Shandong Provincial Council for the Promotion of International Trade [1] - The exhibition focused on the steel industry, metal processing, casting, die-casting, and non-ferrous metal industries, featuring nearly 50 enterprises from Shandong Province and covering an exhibition area of approximately 560 square meters [1] - During the four-day event, Shandong exhibitors received an average of 50-60 buyers daily, with popular products including CNC equipment, laser machines, steel coils, stainless steel plates, pipe fittings, and new materials [4] Group 2 - The total transaction amount at the exhibition reached over 6.3 million USD, with more than 800 preliminary procurement intentions valued at over 45 million USD [4] - Shandong Xinlant Precision Machinery Co., Ltd. signed contracts with four high-quality clients and connected with over 80 potential clients, establishing a solid foundation for future business expansion [4] - Shandong Yigao Building Decoration Materials Co., Ltd. gained deep insights into the Saudi market and improved brand awareness and influence through the exhibition [4] Group 3 - The exhibition also included contractor matchmaking meetings and market research activities, helping enterprises understand the local business environment and market trends [5] - The successful hosting of the exhibition provided an efficient platform for Shandong enterprises to explore the Middle East market and injected strong momentum into the internationalization of Shandong's industrial capacity [5] - Participating companies expressed intentions to deepen international cooperation and promote Shandong manufacturing's greater leap in the global value chain [5]

Group 1 - The 2025 Saudi-China Industrial and Building Materials Exhibition was successfully held in Riyadh, Saudi Arabia, from October 12 to 15, organized by the Shandong Provincial Department of Commerce and the Shandong Provincial Council for the Promotion of International Trade [2] - The exhibition focused on the steel industry, metal processing, casting, die-casting, and non-ferrous metal industries, featuring nearly 50 enterprises from Shandong Province with an exhibition area of approximately 560 square meters [2] - During the four-day event, participating enterprises received an average of 50 to 60 buyers daily, with total on-site transactions exceeding 6.3 million USD and over 800 preliminary procurement intentions valued at more than 45 million USD [2] Group 2 - The exhibition provided a professional platform for Shandong enterprises to expand into the Middle East market, injecting new vitality into the "going out" of high-quality industrial capacity [3] - Companies participated in contractor matchmaking meetings and market research activities, gaining insights into the local business environment and market trends [3] - The event facilitated dual benefits of technological innovation and commercial cooperation through high-quality industry exchanges, with participants expressing expectations for greater commercial breakthroughs in the future [3] Group 3 - Participating companies reported that the exhibition offered an efficient platform for deep communication and connection [4] - Shandong Xilan Precision Machinery Co., Ltd. successfully connected with over 80 potential clients and signed contracts with 4 high-quality customers, laying a solid foundation for future business expansion [4] - Shandong New Zheng New Materials Technology Co., Ltd. noted that the exhibition broadened their perspective and helped them understand the sales environment and industry connections [4] - Shandong Yigao Building Decoration Materials Co., Ltd. indicated that participation enhanced their understanding of the Saudi market and customer needs, significantly increasing brand awareness and influence [4] - Jinan Guangxian CNC Technology Co., Ltd. evaluated the exhibition as an efficient means to acquire potential customers and quickly understand local supply and demand, further clarifying their future development direction [4]

Group 1 - The Chinese Defense Minister emphasized a firm stance on Taiwan, stating that any attempts for Taiwan independence will not be tolerated, and the military is prepared for reunification [1][3][5] - The upcoming years, particularly 2025, are highlighted as significant milestones for Taiwan's historical context, reinforcing the narrative of Taiwan's belonging to China [3][5] - Recent military actions by the Chinese military, including increased patrols and new weapon deployments, indicate a serious preparation for potential conflicts regarding Taiwan [3][5] Group 2 - The U.S. has imposed high tariffs on certain Taiwanese goods, which undermines the Taiwanese government's expectations for support from the U.S. [4][6] - The new tariffs, including a 20% additional tariff and potential anti-dumping duties, significantly impact Taiwan's semiconductor industry, raising production costs and threatening profitability [6][8] - The Taiwanese precision machinery sector is also facing challenges due to increased costs from tariffs, leading to operational disruptions [8][9] Group 3 - The Taiwanese government is under pressure to respond to the economic challenges posed by U.S. tariffs, with limited support from the U.S. despite previous assurances [9][12] - The reliance on U.S. support has proven to be ineffective, as Taiwan finds itself in a deeper economic crisis without substantial aid from other allies [12][16] - Public sentiment in Taiwan is shifting, with a significant portion of the population believing that military resistance to reunification is unfeasible, indicating a potential change in political dynamics [14][16]

Core Viewpoint - The Chengdu steel plate market experienced a pattern of "initial rise followed by stability, with a tendency to weaken" during the week of August 12-16, influenced by fluctuations in the futures market and changes in terminal demand [1] Price Trend Analysis by Product Type - **Rebar**: Prices slightly decreased due to weak futures market impact, with HRB400E Ф20mm rebar priced at 3370 CNY/ton, down 20 CNY/ton from the beginning of the week. Demand remained weak, focusing mainly on essential orders [4] - **Medium and Heavy Plates**: Prices remained stable but showed signs of weakness, with mainstream Q235B plates priced at 5240 CNY/ton. Inventory levels were around 83,800 tons, slightly down from the previous week, indicating slow inventory turnover [4] - **Low Alloy High Strength Plates**: Prices remained stable, with Q460C plates priced at 4190 CNY/ton. However, market demand was weak, leading to poor overall sales [5] - **Stainless Steel Plates**: Prices for 316L/NO.1 stainless steel plates remained at 28700 CNY/ton, with limited market improvement and a prevailing wait-and-see attitude among buyers [6] Market Dynamics Analysis - **Futures Market Impact**: The black futures market showed weak fluctuations, directly affecting the sentiment in the spot market, leading to reduced purchasing plans from end-users [7] - **Supply and Demand Imbalance**: Demand recovery in downstream infrastructure and real estate sectors was below expectations, with purchases mainly consisting of sporadic orders. Despite some production cuts from steel mills, overall inventory levels remained high, making it difficult to resolve supply-demand conflicts in the short term [7] - **Weakening Cost Support**: Prices for raw materials like iron ore and coke slightly declined, reducing cost support for steel prices, which increased downward pressure on steel prices amid bearish market sentiment [8] Behavior of Steel Mills and Traders - **Steel Mill Pricing Strategies**: Mainstream steel mills adjusted their ex-factory prices in line with market fluctuations, with some adopting flexible pricing models to encourage transactions, keeping adjustments within 20 CNY/ton [9] - **Trader Operations**: Most traders focused on reducing inventory, leading to noticeable price reductions. Some traders attempted to attract customers through discount promotions and increased financing services, but with limited success [9] Market Sentiment and Future Outlook - **Short-term Forecast**: The Chengdu steel plate market is expected to continue a weak and fluctuating trend in the coming week, with no significant positive stimuli for demand and uncertainty in futures trends, leading to potential further slight price reductions of 20-30 CNY/ton [10]