Market Performance - The special steel sector increased by 2.23% on February 4, with Jinzhou Pipeline leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Jinzhou Pipeline (002443) closed at 8.86, up 3.99% with a trading volume of 297,000 shares and a turnover of 262 million yuan [1] - Shagang Group (002075) closed at 5.72, up 3.62% with a trading volume of 693,700 shares and a turnover of 392 million yuan [1] - Shengde Zhengtai (300881) closed at 41.89, up 3.43% with a trading volume of 28,900 shares and a turnover of 12 million yuan [1] - CITIC Special Steel (000708) closed at 15.46, up 2.93% with a trading volume of 185,600 shares and a turnover of 286 million yuan [1] - Xining Special Steel (600117) closed at 2.89, up 2.85% with a trading volume of 313,800 shares and a turnover of 8.95 million yuan [1] - Fangda Special Steel (600507) closed at 6.32, up 2.60% with a trading volume of 331,600 shares and a turnover of 207 million yuan [1] - Taiyuan Iron & Steel (000825) closed at 5.12, up 2.20% with a trading volume of 839,100 shares and a turnover of 423 million yuan [1] - Jiao Jin Co. (603995) closed at 19.00, up 1.44% with a trading volume of 47,700 shares and a turnover of 9.03 million yuan [1] - Changbao Co. (002478) closed at 10.40, up 1.27% with a trading volume of 331,200 shares and a turnover of 342 million yuan [1] - Fushun Special Steel (668009) closed at 6.67, up 0.91% with a trading volume of 728,500 shares and a turnover of 485 million yuan [1] Capital Flow Analysis - The special steel sector experienced a net outflow of 32.17 million yuan from main funds, while retail investors saw a net inflow of 33.42 million yuan [2] - The detailed capital flow for individual stocks shows varying trends, with some stocks experiencing significant net outflows from main and speculative funds [3]

Market Overview - The special steel sector experienced a decline of 7.3% on February 2, with CITIC Special Steel leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - CITIC Special Steel (000708) closed at 14.78, down 9.99% with a trading volume of 449,200 shares and a transaction value of 685 million yuan [1] - Fangda Special Steel (600507) closed at 5.93, down 8.49% with a trading volume of 752,300 shares [1] - Taiyuan Iron & Steel (000825) closed at 4.82, down 7.84% with a trading volume of 1,597,700 shares [1] - Other notable declines include Jiuli Special Materials (002318) down 5.80%, Shagang Group (002075) down 5.56%, and Xining Special Steel (600117) down 4.83% [1] Capital Flow - The special steel sector saw a net outflow of 60.03 million yuan from main funds, while retail funds experienced a net outflow of 102 million yuan [1] - However, there was a net inflow of 162 million yuan from speculative funds [1] Individual Stock Capital Flow - Taiyuan Iron & Steel (000825) had a main fund net inflow of 15.79 million yuan, while retail funds saw a net outflow of 37.95 million yuan [2] - Jiuli Special Materials (002318) recorded a main fund net inflow of 10.71 million yuan, with retail funds experiencing a net outflow of 29.56 million yuan [2] - Shagang Group (002075) had a main fund net inflow of 5.83 million yuan, but retail funds saw a significant net outflow of 54.47 million yuan [2] - CITIC Special Steel (000708) reported a main fund net outflow of 643,900 yuan, with a small net inflow from speculative funds [2]

Market Overview - The special steel sector experienced a decline of 0.17% on January 30, with Fushun Special Steel leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable stock performances include: - CITIC Special Steel (000708) closed at 16.42, up 3.27% with a trading volume of 326,800 shares and a turnover of 531 million yuan [1] - Fangda Special Steel (600507) closed at 6.48, up 1.09% with a trading volume of 760,700 shares and a turnover of 494 million yuan [1] - Fushun Special Steel (6652009) closed at 6.54, down 4.11% with a trading volume of 1,332,900 shares and a turnover of 867.1 million yuan [2] Capital Flow - The special steel sector saw a net outflow of 196 million yuan from institutional investors, while retail investors had a net inflow of 159 million yuan [2] - The capital flow for specific stocks includes: - Fangda Special Steel had a net inflow of 19.57 million yuan from institutional investors [3] - CITIC Special Steel experienced a net outflow of 21.09 million yuan from speculative funds [3] - Shagang Co. (002075) had a net outflow of 5.42 million yuan from institutional investors [3]

Market Overview - The special steel sector experienced a decline of 0.39% on January 29, with Changbao Co. leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable stock performances in the special steel sector include: - CITIC Special Steel (000708) closed at 15.90, up 1.47% with a trading volume of 265,300 shares and a turnover of 419 million yuan [1] - Fangda Special Steel (600507) closed at 6.41, up 0.94% with a trading volume of 678,000 shares and a turnover of 439 million yuan [1] - Fushun Special Steel (600399) closed at 6.82, up 0.44% with a trading volume of 1,043,200 shares and a turnover of 721 million yuan [1] - Changbao Co. (002478) closed at 9.82, down 4.01% with a trading volume of 541,800 shares and a turnover of 546 million yuan [2] Capital Flow Analysis - The special steel sector saw a net outflow of 82.17 million yuan from institutional investors, while retail investors had a net inflow of 84.75 million yuan [2] - Detailed capital flow for selected stocks includes: - CITIC Special Steel had a net inflow of 47.09 million yuan from institutional investors [3] - Changbao Co. experienced a net outflow of 21.95 million yuan from institutional investors [3] - Retail investors contributed a net inflow of 50 million yuan to Changbao Co. [3]

Group 1 - The core point of the article highlights the financial distress faced by the "Jie Wo Rui" platform under the Shui Bei Gold platform, which is experiencing a payout crisis due to high leverage and rising gold prices [1] - Shanghai Jinzhu Wisdom has pledged a total of 55 million shares, representing 49.75% of its holdings, indicating potential liquidity issues [1] Group 2 - The platform's leverage is reported to be 40 times, which exacerbates the financial risks as gold prices increase, leading to greater losses for the platform [1] - Investors are dissatisfied with the proposed payout plan, which offers only 20% of the principal amount, highlighting the severity of the situation [1]

证券代码：002443 证券简称：金洲管道 公告编号：2026-003 浙江金洲管道科技股份有限公司 关于控股股东部分股份解除质押并再质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 浙江金洲管道科技股份有限公司（下称"公司"）于近日接到公司控股股东上 海金洲智慧企业发展集团有限公司（下称"上海金洲智慧"）的通知，获悉其所持 有本公司的部分股份解除质押并再质押。具体情况如下： 一、本次股东股份解除质押并再质押的基本情况 | 股 | 东 | 是否为控股股东 | 本次解除质押 | 占其所持 | 占公司总 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名 | 称 | 或第一大股东及 | 股份数量 | 股份比例 | 股本比例 | 质押起始日 | 解除日期 | 质权人 | | | | 其一致行动人 | （股） | | | | | | | 上海金洲 | | 控股股东、第一大 | 11,000,000 | 9.95% | 2.11% | 2025年 | 2026年 | 国通信托有 ...

Market Performance - The special steel sector increased by 1.53% on January 28, with Jiuli Special Materials 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] Stock Performance - Jiuli Special Materials (002318) closed at 35.43, up 7.36% with a trading volume of 206,200 shares and a transaction value of 698 million [1] - Other notable performers include: - Taiyuan Iron & Steel (000825) at 5.52, up 2.99% [1] - Fangda Special Steel (600507) at 6.35, up 2.25% [1] - Xining Special Steel (600117) at 2.98, up 1.36% [1] - Conversely, Changbao Co. (002478) and Jinzou Pipeline (002443) saw declines of 0.87% and 1.11%, respectively [1] Capital Flow - The special steel sector experienced a net outflow of 23.98 million from institutional investors and 18.07 million from retail investors, while retail investors saw a net inflow of 42.05 million [2] - The detailed capital flow for individual stocks indicates that Jiuli Special Materials had a net inflow of 21.80 million from institutional investors [3] - Other stocks with significant net inflows include: - Taiyuan Iron & Steel with 14.52 million [3] - Fangda Special Steel with 12.80 million [3] - Notably, Xining Special Steel had a net inflow of 6.99 million from institutional investors [3]

Market Overview - The special steel sector experienced a decline of 1.28% on January 26, with Changbao Co. leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable stock performances in the special steel sector included: - Fangda Special Steel: Closed at 6.40, up 2.07% with a trading volume of 494,500 shares and a turnover of 313 million yuan [1] - Changbao Co.: Closed at 9.88, down 3.42% with a trading volume of 397,600 shares and a turnover of 393 million yuan [2] - Xining Special Steel: Closed at 3.01, down 1.31% with a trading volume of 391,400 shares and a turnover of 118 million yuan [1][2] Capital Flow - The special steel sector saw a net outflow of 349 million yuan from main funds, while retail investors contributed a net inflow of 379 million yuan [2] - Specific capital flows for selected stocks included: - Fangda Special Steel: Main funds net inflow of 27.06 million yuan, retail net outflow of 10.95 million yuan [3] - Changbao Co.: Main funds net outflow of 60.73 million yuan, retail net inflow of 69.76 million yuan [3]

Core Viewpoint - The company, Jinzhu Pipeline (002443), is shifting to an order and market demand-driven operating model, focusing on customized production based on customer orders and contracts [1] Group 1 - The company will implement production driven by orders, strictly arranging capacity according to order volumes [1] - Future strategic focus will prioritize investment in technological upgrades to enhance technical capabilities and resource efficiency rather than large-scale expansion [1]

Group 1 - The company Jinzhou Pipeline announced that it will accept research from Caitong Securities on January 23, 2026, from 9:45 AM to 12:30 PM, with the participation of Deputy General Manager and Board Secretary Xue Jun to answer investor questions [1] Group 2 - Local state-owned assets have begun to "bottom-fish" in the auction housing market, purchasing over 60 properties in the Nansha District of Guangzhou at a unit price of around 6,000 to 7,000 yuan, while the average listing price for second-hand houses in the same community exceeds 20,000 yuan [1]