Market Performance - The steel sector declined by 3.02% this week, underperforming the broader market, with sub-sectors such as special steel down 2.10%, long products down 1.88%, and flat products down 3.84% [2][5] - Iron ore and steel consumables sectors also saw declines of 1.74% and 3.02% respectively, while the trade circulation sector fell by 4.006% [2][5] Supply Situation - As of February 6, the capacity utilization rate of blast furnaces in sample steel enterprises was 85.7%, an increase of 0.22 percentage points week-on-week [2] - Electric furnace capacity utilization was at 48.1%, a decrease of 7.59 percentage points week-on-week [2] - The production of five major steel products was 7.208 million tons, a week-on-week decrease of 15,500 tons [2] - Daily average pig iron production was 2.2858 million tons, an increase of 6,000 tons week-on-week and 1,400 tons year-on-year [5] Demand Situation - The consumption of five major steel products was 7.607 million tons, a week-on-week decrease of 410,800 tons, or 5.12% [2] - Mainstream traders' sales volume of construction steel was 35,000 tons, down 32,500 tons week-on-week, representing a 48.24% decline [2] Inventory Situation - As of February 6, social inventory of five major steel products was 9.404 million tons, an increase of 496,800 tons week-on-week, or 5.58%, but down 18.04% year-on-year [3][5] - Factory inventory of five major steel products was 3.973 million tons, an increase of 95,600 tons week-on-week, or 2.47%, and down 24.13% year-on-year [3][5] Steel Prices & Profits - As of February 6, the comprehensive index for ordinary steel was 3,414.2 yuan/ton, a week-on-week decrease of 13.31 yuan/ton, or 0.39%, and down 5.51% year-on-year [3] - The comprehensive index for special steel was 6,582.0 yuan/ton, a week-on-week decrease of 2.28 yuan/ton, or 0.03%, and down 2.88% year-on-year [3] - The profit for rebar from blast furnaces was 65 yuan/ton, an increase of 14.0 yuan/ton week-on-week, or 27.45% [3] - The profit for construction steel from electric furnaces was -76 yuan/ton, an increase of 4.0 yuan/ton week-on-week, or 5.00% [3] Raw Material Situation - As of February 6, the spot price index for Australian powder ore (62% Fe) at Rizhao Port was 764 yuan/ton, a week-on-week decrease of 29.0 yuan/ton, or 3.66% [4] - The price for main coking coal at Jingtang Port was 1,700 yuan/ton, a week-on-week decrease of 80.0 yuan/ton [4] - The average available days of iron ore for sample steel enterprises was 31.29 days, an increase of 2.6 days week-on-week [4] Investment Recommendations - The steel sector is expected to have strong "anti-involution" characteristics and significant profit recovery potential, with high-quality steel companies likely to see performance improvements [6][7] - Key companies to focus on include regional leaders with advanced equipment and environmental standards, as well as those benefiting from the new energy cycle [7]

钢材库存压力有限，重视阶段性回调的配置机会 [Tabl 行业周报 e_ReportType] [Table_StockAndRank] 钢铁 投资评级 看好 【】【】 钢铁 [Table_Industry] [Table_ReportDate] 2026 年 2 月 8 日 上次评级 看好 证券研究报告 行业研究——周报 刘 波 煤炭、钢铁行业分析师 执业编号：S1500525070001 邮 箱：liubo1@cindasc.com 李 睿 煤炭、钢铁行业分析师 执业编号：S1500525040002 邮箱：lirui@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.，LTD 北京市西城区宣武门西大街甲127号金隅 大厦B座 邮编：100031 [钢材库存压力有限，重视阶段性回调的配置机会 Table_Title] [Table_ReportDate] 2026 年 2 月 8 日 本期内容提要： 请阅读最后一页免责声明及信息披露 http://www.cindasc.com 2 ➢ 本周市场表现：本周钢铁板块下跌 3.02%，表现劣于大盘；其中，特 钢板块下跌 2.1 ...

从资金流向上来看，当日冶钢原料板块主力资金净流入6002.78万元，游资资金净流出7054.74万元，散户 资金净流入1051.97万元。冶钢原料板块个股资金流向见下表： 证券之星消息，2月4日冶钢原料板块较上一交易日上涨1.76%，河钢资源领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000923 | 河钢资源 | 25.95 | 6.97% | 28.11万 | | 7.10亿 | | 600516 | 方大炭素 | 5.87 | 3.35% | 93.03万 | | 5.36亿 | | 600382 | 广东明珠 | 8.79 | 3.17% | 33.26万 | | 2.88亿 | | 000629 | 钢钛股份 | 3.78 | 2.16% | 185.92万 | | 6.93亿 | | 600295 | 鄂尔多斯 | 15.21 | ...

证券之星消息，2月3日冶钢原料板块较上一交易日上涨2.99%，大中矿业领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001203 | 大中矿业 | 29.57 | 5.16% | 26.24万 | 7.68亿 | | 000923 | 河钢资源 | 24.26 | 4.93% | 20.32万 | 4.83 Z | | 600516 | 方大炭素 | 5.68 | 4.41% | 71.42万 | 4.01亿 | | 601121 | 宝地矿业 | 8.15 | 3.56% | - 26.24万 | 2.11亿 | | 000655 | 等龄矿业 | 10.24 | 3.43% | 17.37万 | 1.76亿 | | 000629 | 钢钛股份 | 3.70 | 2.49% | 195.63万 | 7.14亿 | | 600295 | 鄂尔多斯 | 14.93 ...

证券日报网讯2月2日，金岭矿业（000655）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司在册股东人数为40206户(含信用账户合并名册)。 ...

Group 1 - The steel raw materials sector increased by 3.51% compared to the previous trading day, with Vanadium Titanium Co. leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Key stocks in the steel raw materials sector showed significant price increases, with Steel Titanium Co. rising by 8.52% to a closing price of 4.33 [1] Group 2 - The net inflow of main funds in the steel raw materials sector was 545 million yuan, while retail investors experienced a net outflow of 496 million yuan [1] - The table of fund flows indicates that Steel Titanium Co. had a main fund net inflow of 1.83 billion yuan, but a retail net outflow of 1.62 billion yuan [2] - Other notable stocks included Hainan Mining with a main fund net inflow of 136 million yuan and a retail net outflow of 1.43 billion yuan [2]

格隆汇1月28日丨金岭矿业(000655.SZ)在投资者互动平台表示，公司旗下没有金矿。 ...

Market Overview - The three major A-share indices opened lower on January 27, with the Shanghai Composite Index closing at 4139.9 points, up 0.18% [2] - The ChiNext Index rose by 0.71% to 3342.6 points, while the Sci-Tech 50 Index increased by 1.51% to 1555.98 points [2] Trading Activity - A total of 1928 stocks rose, while 3450 stocks fell, with 91 stocks remaining flat [3] - The total trading volume was 28.949 billion yuan, a decrease of 3.533 billion yuan from the previous trading day [3] Sector Performance - Semiconductor stocks saw significant gains, with over 20 stocks hitting the daily limit or rising more than 10% [5] - Gold stocks also performed well, with several stocks reaching the daily limit or increasing by over 10% [5] - Coal and basic metal sectors experienced notable declines, with major coal stocks dropping over 4% [6] Market Sentiment and Predictions - Financial analysts suggest that the A-share market may continue to experience fluctuations in the short term due to increased overseas uncertainties and pressure at previous high levels [7] - The current market is viewed as a short-term adjustment risk, with expectations for continued upward movement in the medium term [7] - Long-term perspectives indicate that the current market trend is still in its mid-stage, with potential for a "slow bull" market to continue [8][9] Investment Recommendations - Analysts recommend focusing on sectors such as technology, particularly AI and robotics, as well as industries benefiting from price increases like chemicals and non-ferrous metals [8][9] - Short-term investment opportunities are suggested in power equipment and photovoltaic sectors, which are supported by market demand and policies [10]

Core Viewpoint - The company has elected Mr. Feng Changfu as the employee representative director of the 10th board of directors, ensuring compliance with relevant laws and regulations [1]. Group 1: Election of Director - The 29th Employee Representative Assembly of Shandong Jinling Mining Co., Ltd. convened on January 22, 2026, and elected Mr. Feng Changfu as the employee representative director [1]. - Mr. Feng's term will last from the date of election until the end of the 10th board's term [1]. - The number of directors who are senior management or employee representatives does not exceed half of the total number of directors, in accordance with legal and regulatory requirements [1]. Group 2: Background of Mr. Feng Changfu - Mr. Feng was born in September 1970, is a member of the Communist Party of China, and holds a master's degree in engineering from Beijing University of Science and Technology [1]. - His previous positions include roles at Shandong Metallurgical Industry Corporation and Shandong Steel Group, among others [1]. - Currently, he serves as the deputy secretary of the Party Committee and chairman of the labor union at Shandong Jinling Mining Co., Ltd. [1]. Group 3: Compliance and Qualifications - Mr. Feng does not have any relationships with shareholders holding more than 5% of the company's shares, nor with other directors or senior management [2]. - He has not been penalized by the China Securities Regulatory Commission or other relevant authorities, nor has he been subject to any legal investigations [2]. - His qualifications meet the requirements set forth in the Company Law and the company's articles of association [2].

证券日报网讯 1月22日，金岭矿业（000655）发布公告称，2026年1月22日，公司召开了第二十九届职 工代表大会第二次会议，选举封常福先生为公司第十届董事会职工代表董事。 ...