格隆汇11月5日丨马鞍山钢铁股份(00323.HK)公告，为了便于广大投资者更全面深入地了解公司2025年 前三季度业绩和经营情况，公司拟于2025年11月13日(星期四)15:30-17:00召开业绩说明会，就投资者普 遍关心的问题进行交流。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任 何 損 失 承 擔 任 何 責 任。 馬鞍山鋼鐵股份有限公司 Maanshan Iron & Steel Company Limited 一. 說明會類型 本 次 業 績 說 明 會 將 通 過 網 絡 方 式 召 開，本 公 司 將 針 對2025年前三季 度 業 績 和 經 營 情 況 與 投 資 者 進 行 交 流，並 對 投 資 者 普 遍 關 注 的 問 題 進 行 回 答。 （在中華人民共和國註冊成立之股份有限公司） （股票代號：00323） 海外監管公告 關於召開2025年第三季度業績說明會的公告 本公告乃根據香港聯合交易所有限公司證券上市規則之13.10B條而作出。 馬 鞍 山 鋼 鐵 股 份 有 限 公 司（「本公司」或「公 司」）已 於2025年10月30日（星 期 四） 在上海證券交易所網站(www.sse.com.cn)披露本公司2025年 第 三 ...

股票代码：600808 股票简称：马钢股份 公告编号：2025-053 马鞍山钢铁股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 马鞍山钢铁股份有限公司（"公司"或"本公司"）董事会及全体董事保证本公告内容不 存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 个别及连带责任。 重要内容提示： 2、会议召开方式：网络互动 3、会议召开地点：全景平台（http://rs.p5w.net） 三、参加人员 公司董事长蒋育翔先生，副总经理、财务负责人陈国荣先生，独立董事曾祥 飞女士，董事会秘书何红云女士，及经营财务部部长乐志海先生。如遇特殊情况， 参会人员将可能进行调整。 四、投资者参加方式 1、投资者可于 2025 年 11 月 13 日（星期四）15:30-17:00 登录全景路演平 本公司已于 2025 年 10 月 30 日在上海证券交易所网站（www.sse.com.cn） 披露本公司 2025 年第三季度报告。为了便于广大投资者更全面深入地了解本公 司 2025 年前三季度业绩和经营情况，本公司拟于 2025 年 11 月 13 日（星期四） 15:30-17: ...

致：香港交易及結算所有限公司 公司名稱: 馬鞍山鋼鐵股份有限公司 呈交日期: 2025年11月3日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | A | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600808 | 說明 | | A股 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 5,967,751,186 | | 0 | | 5,967,751,186 | | 增加 / 減少 (-) | | | | 0 | | | | | | 本月底結存 | | | | 5,967,751,186 | | 0 | | 5,967,7 ...

HKE 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 狀態: 新提交 截至月份: 2025年10月31日 致:香港交易及結算所有限公司 馬鞍山鋼鐵股份有限公司 公司名稱: 星交日期: 2025年11月3日 l. 法定/註冊股本變動 □ 不適用 客 1. 股份分類 普通股 股份類別 A 於香港聯交所上市 (註1) + A股 證券代號 (如上市) 600808 說明 增加多櫃檯證券代號 法定/註冊股份數目 面值 法定/註冊股本 □ 手動填寫 5,967,751,186 RMB 1 RMB 5,967,751,186 上月底結存 增加 / 減少 (-) RMB 0 0 本月底結存 5,967,751,186 RMB 1 RMB 5,967,751,186 是 2. 股份分類 普通股 股份類別 H 於香港聯交所上市 (註1) H股 證券代號 (如上市) 00323 說明 增加多櫃檯證券代號 □ 手動填寫 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 1,732,930,000 RMB 1 RMB 1,732,930,000 RMB 增加 / 減少 (-) 0 0 本月底結存 ...

Core Insights - Maanshan Iron & Steel Co., Ltd. (600808.SH) reported a total operating revenue of 57.572 billion yuan for Q3 2025, ranking 6th among disclosed peers [1] - The net profit attributable to shareholders reached 836.289 million yuan, an increase of 2.618 billion yuan compared to the same period last year [1] - The net cash inflow from operating activities was 4.324 billion yuan, ranking 5th among peers, with a year-on-year increase of 1.775 billion yuan, representing a 69.60% rise [1] Financial Performance - The latest debt-to-asset ratio is 60.56%, a decrease of 3.18 percentage points from the same period last year [3] - The gross profit margin is 5.09%, up 0.28 percentage points from the previous quarter, marking three consecutive quarters of increase, and up 5.44 percentage points year-on-year [3] - The return on equity (ROE) stands at 0.35%, an increase of 10.39 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.01 yuan, an increase of 0.34 yuan from the same period last year [3] Operational Efficiency - The total asset turnover ratio is 0.71 times, ranking 9th among disclosed peers [3] - The inventory turnover ratio is 7.04 times, ranking 11th among peers, with a year-on-year increase of 0.22 times, representing a 3.27% rise [3] Shareholder Structure - The number of shareholders is 131,400, with the top ten shareholders holding 5.789 billion shares, accounting for 75.18% of the total share capital [3] - The largest shareholder is Maanshan (Group) Holding Co., Ltd. with 4.84 billion shares [3]

Core Viewpoint - Maanshan Iron & Steel Company Limited (Ma Steel) announced the convening of its 46th meeting of the 10th Board of Directors on October 30, 2025, to review the proposal for changing the accounting firm for the year 2025 [1] Company Summary - Ma Steel's revenue composition for the year 2024 is as follows: 93.93% from the steel industry and 6.07% from other businesses [1]

Core Viewpoint - Maanshan Iron & Steel Company Limited (Ma Steel) is a major player in the domestic steel industry, with a diversified product structure and significant advantages in the wheel axle segment. The company has a steel production capacity of 23 million tons and is involved in various sectors including central enterprise reform and nuclear power [1]. Financial Performance - For Q3 2025, Ma Steel reported a revenue of 57.572 billion yuan, ranking 6th in the industry, which is lower than the top competitor Baosteel's 232.436 billion yuan and the industry average of 59.833 billion yuan. The net profit for the same period was 356 million yuan, placing it 9th in the industry, significantly below Baosteel's 8.908 billion yuan and the industry average of 808 million yuan [2]. - The company's main business revenue was 38.072 billion yuan, accounting for 99.99% of total revenue, while other income was only 372,590 yuan [2]. Financial Ratios - As of Q3 2025, Ma Steel's debt-to-asset ratio was 60.56%, a decrease from 63.74% year-on-year and below the industry average of 63.37%. The gross profit margin was 5.09%, an improvement from -0.35% year-on-year but still below the industry average of 5.68% [3]. Leadership - The chairman of Ma Steel, Jiang Yuxiang, born in 1968, has been with the company since 1990 and took office in April 2024. He holds a doctorate in management and has held various positions within the company [4]. Shareholder Information - As of December 31, 2008, the number of A-share shareholders increased by 28.81% to 444,500, with an average holding of 4,681.89 shares, up 35.21%. By September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [5]. Production and Cost Management - In H1 2025, Ma Steel achieved a revenue of 38.076 billion yuan and a net profit of -74.78 million yuan, with Q2 showing a turnaround to profitability due to increased steel production and effective cost control. The company produced 9.63 million tons of steel products, with a 22% year-on-year increase in key product categories [6]. - The company has successfully reduced procurement costs for raw materials, with port iron ore prices outperforming the index by 4.58 USD/ton and coking coal costs being 10.67 yuan/ton lower than the industry average [6]. Product Structure - Ma Steel, controlled by China Baowu Steel Group, has a diversified product structure focusing on special steel, wheel axles, long products, and plates. The long products and plates contributed 41% and 44% of revenue, respectively, in 2024 [6].

Core Insights - Maanshan Iron & Steel Co., Ltd. (stock code: 00323) reported its key operating data for the first three quarters of 2025, indicating strong production and sales figures across various product categories [1] Production and Sales Data - The production volume of flat steel reached 7.22 million tons, with sales volume at 7.28 million tons and an average selling price of 3,659 yuan per ton [1] - Long steel production was recorded at 7.06 million tons, with sales volume at 7.05 million tons and an average selling price of 3,128 yuan per ton [1] - The production and sales volume of wheel axles stood at 190,000 tons, with an average selling price of 11,104 yuan per ton [1]

Core Insights - The company Maanshan Iron & Steel Co., Ltd. (stock code 00323) reported its key operating data for the first three quarters of 2025, highlighting significant production and sales figures across various product categories [1] Production and Sales Data - The production volume of sheet products reached 7.22 million tons, with sales volume at 7.28 million tons and an average selling price of 3,659 yuan per ton [1] - The production volume of long products was 7.06 million tons, with sales volume at 7.05 million tons and an average selling price of 3,128 yuan per ton [1] - The production and sales volume of wheel axles stood at 190,000 tons, with an average selling price of 11,104 yuan per ton [1]