AHI Journal产业
钢铁工业
钢铁工业的上市柜个股：今日涨跌、成交值与三大法人；点栏名可以换排序。
今日等权涨跌
-0.97%
成分股涨跌的平均
涨／跌／平
11／29／7
共 48 档
成交值
25 亿
产业内个股合计
三大法人
+5.1 亿
逐档股数×收盘估算・2026-10-13
成分股月营收年增（近 12 个月）
2026/09 月：48 档中 31 档营收年增为正；年增中位数 +9.9%（前 3 个月中位数 +13.0%）。
26/09 月年增为正31 ／48 档
年增中位数+10%
前 3 个月 +13% ↓
前 3 个月 +13% ↓
成分股年增中位数，近 12 个月
年减年增（颜色越深幅度越大，60% 封顶）
| 公司（营收规模前 24） | 25/10 | 25/11 | 25/12 | 26/01 | 26/02 | 26/03 | 26/04 | 26/05 | 26/06 | 26/07 | 26/08 | 26/09 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 中钢 | -12 | -13 | -14 | +1 | -13 | -2 | +2 | +2 | +10 | +22 | +13 | +27 |
| 2027 大成钢 | +14 | +8 | +23 | +20 | +14 | +25 | +38 | +43 | +44 | +46 | +46 | +41 |
| 2006 东和钢铁 | +1 | -14 | -9 | +13 | -31 | 0 | -3 | +5 | +9 | +14 | +15 | +14 |
| 2023 烨辉 | -6 | -25 | -17 | -7 | -22 | -9 | -7 | -3 | -2 | +11 | -14 | 0 |
| 8415 大国钢 | +4 | -1 | +5 | +11 | +12 | +14 | +19 | +21 | +37 | +37 | +38 | +44 |
| 2015 丰兴 | -17 | -31 | -25 | +12 | -42 | -10 | -10 | -8 | -10 | +5 | +10 | -4 |
| 2010 春源 | -1 | -7 | -10 | +30 | +1 | +16 | +1 | +1 | 0 | -1 | -6 | 0 |
| 9958 世纪钢 | +11 | +13 | -8 | +3 | +24 | +24 | +32 | +29 | +64 | +91 | +91 | +83 |
| 2031 新光钢 | -10 | -13 | -29 | +23 | -39 | 0 | -11 | +25 | +8 | +38 | +19 | +37 |
| 5014 建锠 | -30 | -20 | +15 | +71 | -27 | +1 | +9 | +14 | +21 | +31 | +29 | +11 |
| 2014 中鸿 | -36 | -47 | -41 | -14 | -24 | -25 | -10 | +4 | +48 | +17 | -29 | -5 |
| 2013 中钢构 | -4 | +1 | -7 | -8 | -10 | -14 | -9 | -6 | -23 | +11 | +19 | -13 |
| 2034 允强 | -43 | -38 | -26 | -22 | -41 | 0 | +2 | -9 | +22 | +41 | +27 | +47 |
| 5538 东明-KY | -9 | -4 | +4 | +46 | -31 | -1 | +11 | +22 | +22 | +27 | +21 | +28 |
| 2211 长荣钢 | +37 | +1 | -4 | -22 | -31 | +16 | -7 | +25 | +47 | +39 | +12 | -17 |
| 2030 彰源 | -13 | -32 | -8 | +4 | -5 | -3 | +9 | +38 | +34 | +41 | +58 | +22 |
| 8349 恒耀 | -8 | -2 | -26 | +5 | -6 | +4 | +2 | +3 | +16 | +16 | +12 | +16 |
| 5009 荣刚 | -8 | -9 | -7 | +9 | -19 | -5 | 0 | +3 | +13 | +17 | +39 | +14 |
| 2029 盛余 | +3 | -23 | -39 | -7 | -38 | -7 | +2 | -9 | +3 | +30 | -17 | -11 |
| 2022 聚亨 | +36 | +28 | +29 | +77 | +48 | +52 | +59 | +24 | +19 | +19 | -7 | -1 |
| 2069 运锠 | -12 | -18 | -10 | -19 | -9 | -13 | -14 | +11 | +12 | -4 | +19 | +17 |
| 5013 强新 | -8 | -5 | -12 | +27 | -29 | -1 | +13 | +14 | +23 | +41 | +23 | +17 |
| 2035 唐荣 | -57 | -45 | 0 | +44 | -28 | -8 | -3 | +27 | +5 | +18 | -28 | -8 |
| 2012 春雨 | -23 | -28 | -23 | -9 | -23 | -12 | 0 | -16 | -18 | -2 | -7 | -4 |
公司（依最新年增）25/1026/09 ▸最新年增
单位：%（与去年同月比），框起来的是最新月；「加速／放缓」＝最新月比前 3 个月平均多或少 5 个百分点以上。数字卡与折线用全部 48 档计，下方列营收规模前 24 档。资料：公开资讯观测站月营收。
产业获利结构（近 8 季）
最新一季（26 Q2）加权毛利率 14.8%，比一年前 +6.2 个百分点。
| 24 Q3 | 24 Q4 | 25 Q1 | 25 Q2 | 25 Q3 | 25 Q4 | 26 Q1 | 26 Q2 | |
|---|---|---|---|---|---|---|---|---|
| 合计营收年增 | -3.3% | -0.9% | -3.2% | -5.3% | -8.1% | -10.9% | -2.6% | +8.5% |
| 加权毛利率 | 8.1% | 9.1% | 10.7% | 8.7% | 9.4% | 10.9% | 12.0% | 14.8% |
| 加权营业利润率 | 2.4% | 3.1% | 4.8% | 2.9% | 2.9% | 4.3% | 5.9% | 8.8% |
成分股单季损益合计（加权＝合计毛利÷合计营收），只用已过法定公布期限的季别；年增为成分股合计对去年同季合计（公司家数可能略有不同）。
估值位置
成分股市盈率中位数 13.1 倍（10/13），比近 5 年 28% 的月份高；近 5 年区间 7.9–19.9 倍、中位 16.2 倍。
成分股近 4 季市盈率的中位数（亏损股不计），每月 15 日快照，近 61 个月。位置只描述高低，不代表合理价；景气循环产业在获利谷底时市盈率会机械性偏高。
相关题材
每个数字怎么算：方法论。本页为公开资料整理，不构成投资建议。
| 8415 大国钢 | 36.60 | +1.81% | 0.25 | -0.02 | +0.7% | +1.4% |
| 2006 东和钢铁 | 88.20 | +1.61% | 1.86 | +0.40 | +8.6% | +21.8% |
| 2027 大成钢 | 48.80 | +1.14% | 5.53 | +2.25 | +1.2% | +19.0% |
| 2010 春源 | 22.65 | +1.12% | 0.22 | +0.07 | +1.1% | +6.6% |
| 2023 烨辉 | 14.15 | +0.71% | 0.16 | +0.09 | +0.4% | +3.7% |
| 5011 久阳 | 21.60 | +0.70% | 0.09 | -0.00 | +16.8% | +1.9% |
| 2029 盛余 | 21.85 | +0.69% | 0.03 | -0.00 | +1.4% | +5.8% |
| 2034 允强 | 23.70 | +0.64% | 0.69 | +0.35 | +15.9% | +17.0% |
| 8349 恒耀 | 40.80 | +0.25% | 0.02 | +0.00 | +6.2% | +2.3% |
| 2031 新光钢 | 46.30 | +0.22% | 0.32 | +0.20 | +4.2% | +14.5% |
| 2035 唐荣 | 27.60 | +0.18% | 0.00 | — | -0.5% | +1.8% |
| 2008 高兴昌 | 30.85 | +0.00% | 0.01 | -0.00 | +0.2% | -0.5% |
| 2012 春雨 | 14.00 | +0.00% | 0.01 | +0.00 | -2.4% | -10.4% |
| 2013 中钢构 | 41.45 | +0.00% | 0.02 | -0.00 | -1.0% | +1.1% |
| 2015 丰兴 | 65.00 | +0.00% | 0.15 | +0.09 | +0.5% | +1.1% |
| 2038 海光 | 12.50 | +0.00% | 0.02 | +0.00 | +2.0% | -4.2% |
| 2073 雄顺 | 25.50 | +0.00% | 0.00 | — | -4.1% | +0.1% |
| 8930 青钢 | 28.10 | +0.00% | 0.00 | -0.00 | -3.1% | -11.8% |
| 5007 三星 | 55.60 | -0.18% | 0.01 | +0.00 | -1.1% | -1.4% |
| 2002 中钢 | 19.15 | -0.26% | 5.72 | +2.42 | +0.3% | +2.7% |
| 2025 千兴 | 13.30 | -0.37% | 0.05 | -0.01 | +7.3% | +13.7% |
| 2024 志联 | 13.15 | -0.38% | 0.00 | +0.00 | +0.0% | -6.4% |
| 2065 世丰 | 35.60 | -0.42% | 0.01 | +0.00 | -0.7% | +10.6% |
| 2007 烨兴 | 6.90 | -0.43% | 0.01 | +0.00 | +0.4% | -4.3% |
| 2017 官田钢 | 8.93 | -0.45% | 0.04 | +0.01 | +0.9% | -2.6% |
| 9962 有益 | 10.20 | -0.49% | 0.01 | -0.00 | +1.5% | +3.1% |
| 2211 长荣钢 | 79.90 | -0.50% | 0.36 | -0.01 | -4.3% | -9.9% |
| 2014 中鸿 | 16.85 | -0.59% | 0.35 | +0.01 | -0.3% | -4.3% |
| 2020 美亚 | 23.85 | -0.62% | 0.31 | +0.08 | +9.9% | +10.9% |
| 2063 世铠 | 23.30 | -0.64% | 0.01 | +0.00 | -2.7% | -3.5% |
| 5009 荣刚 | 33.70 | -0.74% | 0.50 | +0.06 | +3.5% | -3.6% |
| 2028 威致 | 16.65 | -0.89% | 0.03 | +0.01 | +4.1% | +6.1% |
| 2022 聚亨 | 7.08 | -0.98% | 0.02 | -0.00 | -4.8% | -10.5% |
| 5014 建锠 | 10.00 | -0.99% | 0.01 | +0.00 | +0.2% | -6.0% |
| 9958 世纪钢 | 90.00 | -1.10% | 0.69 | -0.10 | -1.5% | -21.0% |
| 5016 松和 | 25.70 | -1.15% | 0.02 | -0.00 | — | +6.6% |
| 6248 沛波 | 16.80 | -1.18% | 0.01 | +0.00 | -0.9% | +0.3% |
| 2009 第一铜 | 40.05 | -1.23% | 0.46 | +0.03 | -0.5% | +5.9% |
| 3004 丰达科 | 120.00 | -1.23% | 0.17 | +0.04 | -1.2% | -19.5% |
| 2032 新钢 | 17.95 | -1.37% | 0.10 | +0.00 | +6.5% | +9.8% |
| 4950 金耘国际 | 15.55 | -1.89% | 0.00 | +0.00 | -1.3% | -2.8% |
| 5015 华祺 | 22.30 | -2.19% | 0.01 | +0.00 | +2.1% | +5.4% |
| 2069 运锠 | 23.85 | -2.45% | 0.20 | +0.00 | +3.7% | +28.2% |
| 5538 东明-KY | 36.30 | -2.81% | 0.06 | +0.00 | -0.5% | +4.6% |
| 2033 佳大 | 45.00 | -9.09% | 0.55 | +0.03 | +63.0% | +200.0% |
| 2030 彰源 | 28.85 | -9.84% | 5.78 | -0.86 | +22.0% | +61.2% |
| 5013 强新 | 42.95 | -9.96% | 0.29 | +0.00 | +41.7% | +71.5% |
| 2064 晋椿 | 11.80 | — | 0.04 | -0.00 | -3.7% | -10.9% |
产业分类依交易所产业别（同名的上市、上柜类别合并）。今日涨跌＝收盘对前一交易日；近 20／60 日含除权息还原。本页整理公开资料，不构成投资建议。 回今日个股 →
