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月内最多涨超20%!这一品种火了 相关股票爆发_我的网站

A | 8月份以来,国内焦炭价格呈现连续上行走势,累计最大涨幅已突破20%。

An international metropolis on the shores of the East China Sea, a new migrant city rising from the Gobi Desert... China's cities embody a remarkable range of forms and efforts etched across a diverse range of landscapes, all of which is reflected in the everyday lives of ordinary people.
No two cities look alike, yet the standard by which we measure a city's warmth is familiar: Is there a place to rest safely? Is there a hot, decent meal to eat? Is there a corner where even the most vulnerable are treated with care and dignity? These seemingly small details are, in fact, what make a city truly moving.
The Global Times is launching a new series, "China City Talk." In this series, we explore cities across China, focusing on the everyday rhythms of life shaped by the human warmth of public policy and the quiet ways urban governance transforms individual lives. These stories offer one of the clearest windows into contemporary China.
Inside a historic red-brick building that houses a Party-mass service complex, run by a local grass-roots organization of the Communist Party of China (CPC), Kunqu opera enthusiast Li Qin rehearses with her retired friends. Many of the complex's spaces are open to the public, and in its elegantly old-fashioned hall, the arias of the classical opera float gently through the air.
At an AI-equipped community canteen for the elderly, a robotic arm skillfully prepares bowls of noodles. Affordable dishes line the serving windows, and 62-year-old Ao Yongjian, who lives nearby, joins the queue as he always does, choosing the dishes he likes.
In a mixed-use commercial block, a class at a rehabilitation center for children with autism is suddenly interrupted by a sharp cry from 9-year-old Xiaozheng (pseudonym). A volunteer beside him gently takes his hand and comforts him in a soft voice.
In Shanghai, scenes like these unfold almost every day, in every corner of the city. From some 12,000 Party-masses service complexes to more than 500 community elderly canteens and the city's first summer vacation care program for children with autism, this metropolis is responding to the needs of every single citizen with remarkable care and precision.

A shared home
With its photogenic looks and downtown location, a Party-masses service complex in the Jing'an district's Shimen Road No.2 subdistrict has gone viral on social media, drawing visitors from near and far almost every day.
Set beside Suzhou Creek, the service complex is made up of three century-old, red brick villas. After being restored in September 2025, many areas were reopened to the public free of charge. Residents now come here to read, chat, dance, and even play chess with AI robots.
There is also a "care station," which provides convenient services for couriers, delivery riders and other workers on the go.
At noon, courier Wang Jun stopped by to warm up his lunch and take a short break. He told the Global Times that, because he is always busy, he used to eat lunch squatting by the roadside, or grab a brief rest in the lobbies of some companies. "Now that this place is here, I can eat a hot meal at noon and get out of the rain when it pours," he said with a smile. "It feels like home."
Delivery rider Wang Shuwei first came here on a rainy day while delivering food. On her period at the time, she found the restroom, only to realize she had forgotten to bring a pad. Fortunately, a janitor pointed out that the "care station" offered free pads.
"At that moment, I thought, how can something be this good?" Wang said. She has since become a regular. "The words 'Party-masses service complex' used to sound like something that had nothing to do with me. But after coming here, I realized there are real services here, and the staff are all very kind."
Behind these services lies carefully conducted surveys of nearby residents.
According to He Hanqing, director of the service complex, the renovation began after more than 1,000 feedback forms were collected online and offline. "Many residents wanted the complex to be closer to Suzhou Creek. They wanted a community canteen, while some young people wanted a shared office space, and parents wanted areas to play with their children," she said. They then integrated indoor and outdoor spaces into a single design, extending the renovation to include the surrounding Suzhou Creek promenade and the space beneath nearby bridges.
Today, the service complex receives an average of 4,000 visits a day. More than 30 percent of visitors come from outside the local community, 12 percent are tourists from elsewhere in China, and 7.7 percent are from overseas, according to data provided by the complex staff. In this highly urban complex, where rent for commercial land is extremely expensive, the place has become a shared home for many.
"We are not doing the math in terms of economic returns, but in terms of public sentiment," He Hanqing told the Global Times. "It is worth it to open up precious land to the public for free."
Warming stomachs and hearts
Around 11 am in Shanghai's Hongqiao subdistrict, the aroma of freshly cooked food drifts out of a community canteen. Named a "community canteen for the elderly," it is actually open to everyone, not just seniors.
Through a glass wall, a robotic arm in the back kitchen deftly picks up a tray of washed vegetables and delivers it into an intelligent cooking chamber. Within minutes, stir-fried cabbage is ready to serve. Braised pork, zucchini with scrambled eggs… more than a dozen dishes stand neatly lined up across the counter
Opened in 2021, this is one of Shanghai's earliest AI community canteens. The dishes here are prepared by machines and an AI system. According to the canteen's manager, Dong Yong, the system contains more than 3,000 recipes and can precisely regulate oil and salt use. Beyond its AI features, the canteen also offers full traceability for its ingredients, from procurement to processing.
What really puts diners at ease, however, are the prices. A vegetarian dish costs 4.5 yuan (67 cents), meat dishes range from 6 to 9 yuan, and some specialty items sell for 12 to 18 yuan, according to a price list on the wall.
Seniors aged 60 and above can enjoy discounts and subsidies. "A meal here costs me about 15 yuan on average - it's tasty and a good value," said resident Ao. Since retiring, Ao has come almost every day.
So how can the canteen turn a profit while charging below-market prices? He Junting, an official from the Hongqiao subdistrict, explained that the canteen is part of a government-supported partnership.
The local government provides the venue rent-free, allowing the restaurant to pass on the savings to customers. "That's why the prices are so affordable," she told the Global Times.
After choosing her dishes, a 70-year-old resident surnamed Du sat down at a table and chatted with the Global Times as she ate. Her husband is in the hospital, leaving her little time to cook for herself, so she comes here for lunch four or five days a week.
"The food here is healthy and the prices are friendly. I don't have to bother buying groceries or washing dishes myself," Du said. "The government really has solved an important problem for us older people."
During lunchtime, white-haired seniors, office workers and cleaning staff alike share the same dining space, giving the canteen a lively, down-to-earth atmosphere. Whether powered by AI or run in more traditional ways, these affordable community canteens can be found in nearly every neighborhood across Shanghai - warming both stomachs and hearts.

Much love and care
This summer, Shanghai launched a pilot program for children with autism in three districts, including Changning, marking the city's first attempt at such a summer daycare service.
The Palm Star Children's Rehabilitation Service Center, a professional rehab facility for children with autism, is located in Changning. There, 10 children attend the program, with each child paired with a volunteer.
In the classroom, laughter mixes with sudden cries. When one child has an emotional outburst, a volunteer gently calms him down; when another seems lost in her own world, the volunteer stays by her side, guiding her patiently.
Xiaozheng has been diagnosed with autism spectrum disorder. When his mother fell ill and his father grew busy caring for her, his grandmother was left to look after him alone. In previous summers, Xiaozheng could only stay at home. This year, however, the summer vacation program gave the boy somewhere to go.
Each session of the program lasts three weeks and costs only 600 yuan - less than one-tenth of what a commercial institution might charge. For families like Xiaozheng's, which are struggling financially, this fee is covered by the local government.
In Shanghai, children with physical, intellectual or mental disabilities also receive annual care and living subsidies.
Caring for children with autism is a lifelong process, and summer vacations have long been a gap in that support, said Chu Lin, director of the center. She explained that the program is the result of joint efforts from government subsidies, social organizations and donations from caring enterprises. "Every child has the right to education. By learning here and practicing simple daily living skills and social interaction, we hope their situation can gradually improve."
Among the volunteers is 21-year-old Kalahala Nuerbaishan, a university student majoring in special education. Before taking up her post, she and the other volunteers completed two rounds of professional training.
She shared that at the program, one boy under her care had been silent all day at first, but now he raises his hand to ask for tissues on his own. "Small progress like that gives me a great sense of accomplishment," the volunteer told the Global Times.
Lunchtime arrives. Accompanied by volunteers, the children wash their hands, line up and collect their meals. Some are already seated; others are still restless. Yet the special education teachers and volunteers remain patient, trying again and again to communicate with them.
In Shanghai, the most scenic stretch along the Suzhou Creek waterfront has been left for ordinary residents; the most advanced technology is being used to prepare three meals a day; and the most professional expertise is supporting the most vulnerable children.
This metropolis, as many people living there told the Global Times, is interpreting the meaning of "cities are built by the people, for the people" in the quiet, everyday acts of care that speak the loudest.
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8月24日下午收盘,国内期货市场焦炭主力合约报收2152.5元/吨,单日涨幅近3%,盘中最高达2185元/吨,月内最大涨幅超过22%。A股市场上,8月24日煤炭板块走势整体偏强。截至下午收盘,Wind煤炭指数涨2.28%,个股中大有能源、上海能源、美锦能源悉数涨停,新集能源涨超8%、昊华能源涨超6%。
现货市场上,据卓创资讯数据,7月份钢铁行业需求季节性转弱,终端负反馈加剧传导,焦炭价格阶段性回落,焦化厂、钢厂焦炭库存增至高位。
B | 但8月份焦煤供应恢复仍不及预期,在铁水产量止跌回升,终端需求趋于好转情况下,焦煤价格再次强势上涨,焦化厂亏损加剧,减产、检修情况增加,焦炭供需收紧,社会库存高位回落,焦炭供需基本面改善。 8月初焦炭价格第三轮提降落地,累计下调150元/吨至165元/吨,降幅8.27%。随后由于原料端焦煤价格未降反升,导致焦化厂亏损加剧,开工意向明显下滑,焦炭供应收缩,库存高位回落。截至8月21日,山西吕梁S<1主焦煤市场均价收于2200元/吨,累计上涨325元/吨,涨幅17.33%,同比涨54.39%。 “由于焦煤供应偏紧,市场采购积极,价格持续偏强,成本端强势拉涨,终端需求持续偏弱,多空博弈下,钢厂延迟接受焦炭首轮提涨。8月24日起焦炭价格整体上调50元/吨至55元/吨。”卓创资讯分析师刘璐璐表示,随着焦煤涨幅扩大,入炉煤成本持续攀升,焦化厂亏损压力不断增加,山西顶装焦开工负荷多数降至6成至7成,捣固焦企开工负荷集中于8成,焦炭供应量明显收缩。

C | 而在需求端,煤焦货紧价高预期下,钢厂采购积极性明显提升,催货情况较多,投机贸易需求也有增加,钢厂焦炭库存小幅下滑。成本端,焦煤价格维持涨势,焦炭入炉煤成本仍在上涨,成本端支撑强劲。 “焦煤供给刚性收缩,焦企深度亏损倒逼焦炭提涨,是本轮焦炭价格上行的根本原因。山西瘦主焦、低硫主焦核心产区安全检查持续从严,叠加零星安全事故扰动,大量停产矿井复产进度不及预期,部分矿井阶段性反复停产,炼焦精煤增量释放受限。”上海钢联焦炭行业分析师张磊表示。 刘璐璐给出的数据也显示,8月份焦化厂自主减产、检修情况不断增加,焦化整体开工负荷呈下滑趋势。

D | 截至8月20日,全国主流独立焦企开工负荷71.44%,较上月均值降3.6个百分点。根据卓创资讯调研了解,目前山西多数焦化厂限产20%—30%,整体开工负荷集中在7-—8成,部分顶装焦化厂开工负荷降至6成左右,焦炭供应收缩明显。最新焦化厂焦炭库存可用天数降至1.52天,较月初下降0.55天,降幅26.19%。 对于焦炭后市,刘璐璐认为,山西停产焦煤矿井复产进程缓慢,焦煤供应紧张格局难有改善,价格易涨难跌,焦化厂开工负荷难有提升,焦炭供应增量难度较大;下游高炉检修有集中复产预期,钢材需求季节性好转,铁水产量将有明显回升,支撑焦炭消耗增加,焦炭供强需弱局面将逐渐扭转,供需明显收紧。

E | 在消耗增量、焦炭供应收缩情况下,钢厂增库难度较大,焦化厂前期积累库存将明显消化,焦炭整体社会库存下滑为主。基于9月份焦炭供需关系明显收紧,叠加原料成本端偏强预期,预计9月份焦炭价格偏强运行为主。 张磊则认为,焦炭首轮提涨由焦煤供给收紧、焦企深度亏损共同驱动。当前焦炭供应边际收缩、焦企库存去化是直接推手;钢厂盈利偏弱压制提涨多轮落地空间。首轮提涨落地存在博弈,中性预期有效落地1轮至2轮。

F | 后期需持续跟踪山西炼焦煤复产放量、蒙煤通关数据、高炉复产、检修节奏、钢材成交及钢厂利润修复情况。
(文章来源:证券时报)。
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