Core Viewpoint - The explosion at Baogang's steel plant has raised safety concerns in the steel industry, potentially leading to a temporary decrease in production and impacting steel prices in the short term [2][8]. Group 1: Incident Overview - On January 18, an explosion occurred at Baogang's steel plant, resulting in 2 deaths, 8 missing persons, and 84 injuries [2]. - The explosion took place in the rare earth steel section of the plant, causing significant damage to buildings and equipment [2]. Group 2: Rare Earth Steel - Rare earth steel, produced by Baogang, is a specialized material that includes elements like lanthanum and cerium, enhancing properties such as corrosion resistance and mechanical performance [5]. - Baogang has over 50 years of experience in rare earth steel development, producing various types of this material, which is recognized as a leading brand in China [5][6]. Group 3: Market Impact - The explosion may trigger a safety inspection across the steel industry, potentially reducing production rates in the short term [8]. - According to the latest statistics, China's crude steel production is projected to decline by 4.4% in 2025, while steel output is expected to grow by 3.1% [8]. - The incident could lead to a temporary decrease in operational rates, affecting coal production and providing some support for steel prices [8]. Group 4: Long-term Outlook - Despite short-term impacts from the explosion, the long-term outlook for the steel market in 2026 remains challenged by real estate issues and declining exports, with expected price fluctuations [9].

【#知情人讲述包钢板材厂球罐爆炸瞬间# ：听到"哗哗"异响 车间突冒白烟并发生爆炸】#包钢板材厂在 人员撤离过程中发生爆炸#1月19日，据央视新闻消息，内蒙古包钢板材厂爆炸事故已造成2人死亡、8人 失联、84人受伤。据包头市新闻发布会通报，事故发生于包钢板材厂炼钢作业部，一座650立方米饱和 水、蒸汽球罐发生爆炸。@新京报 记者联系到一名涉事炼钢作业部工人的好友，对方向记者讲述了爆 炸发生前后的现场情况。其表示，事发时车间正在正常生产，突然听到异响，随后车间内冒出大量白色 不明气体，人员开始撤离过程中发生爆炸。目前救援仍在持续进行中。 ...

据内蒙古广播电视台1月19日报道，包钢股份板材厂爆炸事故发生后，内蒙古自治区党委、政府高度重视，迅 速成立调查组，自治区党委副书记、自治区人民政府主席包钢任组长，自治区党委常委、自治区人民政府常务 副主席黄志强任副组长，成员由自治区相关部门、包头市和有关专家组成。目前，调查组已赴现场开展工作。 此前报道 1月18日15时许，内蒙古包头市包钢板材厂发生爆炸事故，截至19日6时，已造成2人死亡、8人失联、84人受 伤。应急管理部工作组已赶赴现场指导救援处置。国务院安委会决定对该起事故查处挂牌督办。 来源： 内蒙古广播电视台 校对：王锦程 百万用户都在看 集体下跌！两大变数，突袭万亿赛道！ 5%！GDP突破140万亿！ 100%关税！美国，突发威胁！事关芯片，韩国紧急回应！ 盘前，全线大涨！芯片巨头，突传罕见利好！ 上交所出手，暂停国晟科技部分投资者账户交易！浙江证监局也有动作 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 ...

Core Viewpoint - On January 18, Baosteel Co., Ltd. (600010.SH) reported an explosion at its subsidiary's steelmaking department, resulting in 2 deaths, 8 missing persons, and 84 injuries [1] Group 1: Company Overview - Baosteel is the largest steel listed company in Western China, producing a range of steel products including hot and cold rolled sheets, galvanized steel, and seamless pipes [1] - The explosion occurred at Baosteel's rare earth steel plant, which has a significant impact on the surrounding infrastructure and equipment [1] Group 2: Rare Earth Steel - Rare earth steel is a specialized material that incorporates rare earth elements like lanthanum and cerium, enhancing properties such as corrosion resistance and mechanical performance [3] - Baosteel has over 50 years of experience in rare earth steel research and production, developing various types of this new material [3][4] - The company has recently achieved a record production of 101.71 million tons of rare earth steel in the first half of the year, with an 8.28% year-on-year increase [4] Group 3: Market Impact - The explosion may lead to a safety inspection across the steel industry, potentially affecting steel production in the short term [5] - Baosteel's announcement indicated that the explosion damaged parts of the plant, impacting production lines, with ongoing assessments of the losses [5] - According to the National Bureau of Statistics, China's crude steel production is projected to decline by 4.4% in 2025, while steel production is expected to grow by 3.1% [5][6] Group 4: Future Outlook - Industry experts suggest that the safety inspections following the Baosteel incident may temporarily reduce operational rates and could impact coking coal production, providing some support for steel prices [5][6] - Despite short-term impacts, the long-term outlook for the steel market in 2026 remains challenged by real estate and export declines, with expected price fluctuations [6]

智通财经2026-01-19 14:40:30 唐国荣/央视新闻 1月18日15时许，内蒙古包头市包钢板材厂发生爆炸事故，截至19日6时，已造成2人死亡、8人失联、84 人受伤。接报后，应急管理部立即作出部署，要求科学组织搜救，进一步核清人员情况，防止发生次生 事故；全力救治伤员，最大程度减少伤亡；尽快查明原因，举一反三，坚决避免类似事故发生。 应急管理部工作组已赶赴现场指导救援处置。国务院安委会决定对该起事故查处挂牌督办。 本 期 编 辑 邹姗 ...

应急管理部副部长宋元明已率工作组赶赴现场指导救援处置。国务院安委会决定对该起事故查处挂牌督 办。 据应急管理部消息，接报后，应急管理部部长王祥喜立即作出部署，要求科学组织搜救，进一步核清人 员情况，防止发生次生事故；全力救治伤员，最大程度减少伤亡；尽快查明原因，举一反三，坚决避免 类似事故发生。带班部领导持续调度指导救援处置工作。 据微信公众号"内蒙古日报"19日下午消息，包钢股份板材厂爆炸事故发生后，自治区党委、政府高度重 视，迅速成立调查组，自治区党委副书记、自治区人民政府主席包钢任组长，自治区党委常委、自治区 人民政府常务副主席黄志强任副组长，成员由自治区相关部门、包头市和有关专家组成。目前，调查组 已赴现场开展工作。 1月18日15时许，内蒙古包头市包钢板材厂发生爆炸事故，截至19日6时，已造成2人死亡、8人失联、84 人受伤。 本文系观察者网独家稿件，未经授权，不得转载。 ...

Market Overview - China's GDP is projected to grow by 5% year-on-year by 2025, with A-shares showing mixed performance today; the Shanghai Composite Index rose by 0.29% to 4114 points, while the Shenzhen Component increased by 0.09%, and the ChiNext Index fell by 0.7% [1] - The total market turnover reached 2.73 trillion yuan, a decrease of 324.3 billion yuan compared to the previous trading day, with over 3500 stocks rising [1] Sector Performance - The State Grid announced that fixed asset investment during the 14th Five-Year Plan period is expected to reach 4 trillion yuan, leading to a surge in the electric grid equipment sector, with over ten stocks hitting the daily limit [2][6] - Precious metals stocks performed strongly, with Sichuan Gold and Zhaojin Mining both hitting the daily limit, and other stocks like Shandong Gold and Zhongjin Gold also seeing significant gains [4][5] - The Hainan Free Trade Zone concept stocks surged, with Hainan Development hitting the daily limit and other stocks like Shen Nong Agriculture and Jinpan Technology also showing strong performance [8][9] - The commercial aerospace sector was active, with stocks like Oke Yi and Can Neng Electric hitting the daily limit, driven by successful tests of a manned spacecraft by Beijing Chuan Yue Technology [10][11] Notable Declines - The Kimi concept and AI corpus sectors saw declines, with stocks like People's Daily and Vision China hitting the daily limit down [2] - Communication equipment stocks faced significant losses, with Ruijie Networks dropping over 12% and other stocks like Cambridge Technology and Oriental Communication hitting the daily limit down [12][14] - Baogang Co. experienced a sharp decline of 5.2% following an explosion at its plate factory, resulting in casualties and production disruptions [15][16] Future Outlook - The market is expected to transition to a volatile trend after reaching previous highs, with increased focus on earnings disclosures as January progresses. Companies with better-than-expected earnings or those that stabilize post-disclosure are likely to attract attention [18]

内蒙古自治区成立包钢股份板材厂爆炸事故调查组，包钢任组长。 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 责编丨李慧颖 包钢股份板材厂爆炸事故发生后，内蒙古自治区党委、政府高度重视，迅速成立调查组， 自治区党委副书记、自治区人民政府主席包钢任组长，自治区党委常委、自治区人民政府 常务副主席黄志强任副组长，成员由自治区相关部门、包头市和有关专家组成。目前，调 查组已赴现场开展工作。 来源：内蒙古日报 End ...

【#包钢厂区爆炸飞出铁罐砸进院子现场# 知情人：多间房被砸塌 幸好当时没人】#包钢厂区炸飞铁罐砸 进院子幸亏无人# 1月18日15时03分，内蒙古包钢板材厂炼钢作业部的一个650m³饱和水、蒸汽球罐发生 爆炸。事发后，有居民称爆炸时飞出来的铁罐落至附近一处收铁的院内。"铁罐掉下来把院内电动三轮 车，铁都给盖住了"，1月19日，知情人称，事发前一天收铁院内还有人干活，幸好事发时院内没人干 活，多间房屋被砸塌。截至目前，爆炸已造成厂区内2人死亡、8人失联、84人受伤在院治疗。（记者： 张建斌 制作：葛佳丹） 转自：新京报我们视频 ...

事故发生后，包头市成立现场应急救援指挥部，组建由应急、消防、公安、卫健、市场监管等部门组成 的应急救援队伍，开展人员搜救、伤员救治、家属安抚及善后处置等工作。截至目前，专业救援队伍仍 在紧张有序开展搜救工作，全力搜救失联人员。 包头市委常委、常务副市长林立在新闻发布会上介绍，自治区已成立事故调查组深入调查事故原因和责 任，将对失职失责人员依法依规严肃追责，绝不姑息。公安机关已依法对相关企业责任人采取措施。 据内蒙古日报报道，1月18日，包钢板材厂发生爆炸事故后，自治区党委书记、人大常委会主任王伟 中，自治区党委副书记、自治区人民政府主席包钢立即赶赴现场指导救援工作，看望慰问受伤人员。 王伟中在现场指挥部强调，要摸清底数，从严从细从实做好事故现场人员清点排查工作，要立即彻底切 断潜在危险源，对可能受影响的关联设施全部采取关停措施，严防发生次生危险。要立即成立由应急管 理厅牵头的调查组，彻查事故原因，及时公布调查进展，依法严肃追责问责，主动回应社会关切。 2026年1月19日，据内蒙古广播电视台官方新闻客户端消息，包钢股份板材厂爆炸事故发生后，自治区 党委、政府高度重视，迅速成立调查组，自治区党委副书记、自治区人 ...