通过天眼查大数据分析，马鞍山钢铁股份有限公司共对外投资了34家企业，参与招投标项目5000次，知 识产权方面有商标信息23条，专利信息4946条，此外企业还拥有行政许可267个。 金融界消息 截至2025年7月30日收盘，马钢股份（600808）报收于3.67元，上涨4.56%，换手率3.52%， 成交量210.05万手，成交金额7.62亿元。 来源：金融界 资金流向方面，今日主力资金净流入3997.82万元，占比成交额5.25%。其中，超大单净流入1709.52万 元、占成交额2.24%，大单净流入2288.30万元、占成交额3.0%，中单净流出流出2567.18万元、占成交 额3.37%，小单净流出1430.64万元、占成交额1.88%。 马钢股份最新一期业绩显示，截至2025一季报，公司营业总收入194.25亿元、同比减少4.74%，归属净 利润14408.05万元，同比增长53.67%，扣非净利润15538.77万元，同比增长63.36%，流动比率0.448、速 动比率0.295、资产负债率65.34%。 天眼查商业履历信息显示，马鞍山钢铁股份有限公司，成立于1993年，位于马鞍山市，是一家以从事黑 ...

信达证券认为，继续关注反内卷政策下的钢铁板块配置机会。该行指出，未来钢铁行业产业格局有望稳 中趋好，叠加当前部分公司已经处于价值低估区域，现阶段仍具结构性投资机遇，尤其是拥有较高毛利 率水平的优特钢企业和成本管控力度强、具备规模效应的龙头钢企，未来存在估值修复的机会，维持行 业"看好"评级。 本文源自：智通财经网 智通财经获悉，钢铁股涨幅居前，截至发稿，中国东方集团(00581)涨9.95%，报2.1港元；重庆钢铁股份 (01053)涨3.11%，报1.66港元；马鞍山钢铁股份(00323)涨1.75%，报2.33港元；鞍钢股份(00347)涨 0.41%，报2.47港元。 消息面上，中钢协近日在成都组织召开钢铁工业规划部长会，会议要求坚持严控增量与畅通退出，防范 钢铁行业产能过剩风险持续加剧，着力破除"内卷式"竞争。此外，7月29日-30日，中国钢铁工业协会六 届十一次理事（扩大）会议在河北唐山曹妃甸召开，中国钢铁工业协会会长赵民革表示，继续坚持"三 定三不要"原则，号召企业自律控产稳价格。 ...

港股钢铁股拉升明显，其中，中国东方集团大涨10%领衔，重庆钢铁股份涨5%，马鞍山钢铁涨超2%， 鞍钢股份涨1.6%。 信达证券指出，虽然钢铁行业现阶段面临供需矛盾突出等困扰，行业利润整体下行，但伴随系列"稳增 长"政策纵深推进，钢铁需求总量有望在房地产筑底企稳、基建投资稳中有增、制造业持续发展、钢铁 出口高位等支撑下保持平稳或甚至边际略增，反观平控政策预期下钢铁供给总量趋紧且产业集中度持续 趋强，钢铁行业供需总体形势有望维持平稳。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00581 | 中国东方集团 | 2.100 | 9.95% | | 01053 | 重庆钢铁股份 | 1.690 | 4.97% | | 01001 | 沪港联合 | 0.430 | 3.61% | | 00323 | 马鞍山钢铁股份 | 2.340 | 2.18% | | 00347 | 鞍钢股份 | 2.500 | 1.63% | | 02738 | 华津国际控股 | 0.335 | 1.52% | | 01090 | 大明国际 | 0.870 | 1.16% ...

智通财经APP获悉，钢铁股涨幅居前，截至发稿，中国东方集团(00581)涨9.95%，报2.1港元；重庆钢铁 股份(01053)涨3.11%，报1.66港元；马鞍山钢铁股份(00323)涨1.75%，报2.33港元；鞍钢股份(00347)涨 0.41%，报2.47港元。 信达证券认为，继续关注反内卷政策下的钢铁板块配置机会。该行指出，未来钢铁行业产业格局有望稳 中趋好，叠加当前部分公司已经处于价值低估区域，现阶段仍具结构性投资机遇，尤其是拥有较高毛利 率水平的优特钢企业和成本管控力度强、具备规模效应的龙头钢企，未来存在估值修复的机会，维持行 业"看好"评级。 消息面上，中钢协近日在成都组织召开钢铁工业规划部长会，会议要求坚持严控增量与畅通退出，防范 钢铁行业产能过剩风险持续加剧，着力破除"内卷式"竞争。此外，7月29日-30日，中国钢铁工业协会六 届十一次理事（扩大）会议在河北唐山曹妃甸召开，中国钢铁工业协会会长赵民革表示，继续坚持"三 定三不要"原则，号召企业自律控产稳价格。 ...

Group 1 - The Hong Kong steel sector experienced significant upward movement, with Chongqing Steel (01053.HK) rising over 9% [1] - China Hanking Holdings (03788.HK) saw an increase of nearly 4% [1] - Maanshan Iron & Steel Company (00323.HK) rose more than 3% [1]

港股钢铁股短线走高，重庆钢铁股份(01053.HK)涨超14%，中国东方集团(00581.HK)涨超6%，马鞍山钢 铁股份(00323.HK)、鞍钢股份(00347.HK)涨超3%。 ...

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 （股票代號：00323） 董事長 2025年7月17日 中國安徽省馬鞍山市 於 本 公 告 日 期，本 公 司 董 事 包 括：執 行 董 事 蔣 育 翔、毛 展 宏 及 張 文 洋； 獨 立 非 執 行 董 事 管 炳 春、何 安 瑞、仇 聖 桃 及 曾 祥 飛。 （在中華人民共和國註冊成立之股份有限公司） – 1 – 董事會會議通知 馬 鞍 山 鋼 鐵 股 份 有 限 公 司（「本公司」）謹 此 宣 佈，本 公 司 將 於2025年8月28 日 舉 行 董 事 會 會 議，審 議 及 批 准 本 公 司 及 其 附 屬 公 司2025年1月1日起至 2025年6月30日 止 按 中 國 會 計 準 則 編 製 未 經 審 計 的 中 ...

Core Viewpoint - The steel industry has seen a profit rebound in the first half of the year, driven by cost reductions, export boosts, and proactive cost-cutting measures by companies, with self-discipline in production being a key factor for profit improvement [1][4][6]. Group 1: Company Performance - Several listed steel companies have issued positive performance forecasts for the first half of the year, with notable increases in net profits: - Shougang Co. expects a net profit of 642 million to 672 million yuan, a year-on-year increase of 62.62%-70.22% [2] - Minmetals Development anticipates a net profit of 107 million yuan, up 111% [2] - Liugang Co. projects a net profit of 340 million to 400 million yuan, a staggering increase of 530%-641% [2] - Fangda Special Steel expects a net profit of 380 million to 430 million yuan, an increase of 133.33%-164.03% [2] - Other companies like Xinyu Steel, Shandong Steel, and others forecast a turnaround in profitability for the first half of 2025 [2]. Group 2: Industry Trends - The steel industry is experiencing a reduction in production and structural adjustments, with weak steel prices prevailing [2][4]. - The overall profit for the black metal smelting and rolling industry from January to May reached 31.69 billion yuan, better than the 29.19 billion yuan for the entire year of 2024 [4]. - The self-discipline in production among steel companies is seen as a core factor for profit improvement, despite ongoing supply-demand structural contradictions [4][5]. Group 3: Future Outlook - The outlook for steel prices in the second half of the year is uncertain, with expectations of limited upward movement due to weak domestic demand and potential challenges in maintaining high export levels [6][7]. - Analysts suggest that self-discipline in production will remain a critical variable influencing price trends, with a focus on quality and efficiency rather than merely high production volumes [7][8]. - The industry is urged to enhance integration, improve industry concentration, and phase out inefficient production capacities to achieve high-quality development [8].

Core Viewpoint - The company expects to report a net profit of approximately -0.75 billion RMB for the first half of 2025, which represents a reduction in losses of about 10.70 billion RMB compared to the same period last year [1][2]. Performance Forecast - The performance forecast period is for the first half of 2025 [1]. - The company anticipates a net profit attributable to shareholders of approximately -0.75 billion RMB, a decrease in losses of about 10.70 billion RMB compared to the same period last year. The net profit after deducting non-recurring gains and losses is expected to be around -1.13 billion RMB, which is a reduction in losses of approximately 11.24 billion RMB compared to the previous year [1][2]. - The forecasted performance has not been audited by registered accountants [1]. Previous Year Performance - In the first half of 2024, the net profit attributable to shareholders was -11.45 billion RMB, and the net profit after deducting non-recurring gains and losses was -12.37 billion RMB [1]. Reasons for Performance Improvement - The improvement in performance is attributed to enhanced industry self-discipline and overall stable industry operations, leading to better corporate efficiency. The company has adhered to the "Four Have" operational principles, improved efficiency through reform and innovation, and focused on product management to optimize product structure [2]. - The company has implemented comprehensive cost reduction and quality enhancement measures, resulting in a reduction of approximately 91 RMB in cost per ton of steel compared to the previous year. Special steel products have achieved positive gross margins for four consecutive months, while long products have done so for five consecutive months [2]. - The net income from non-recurring gains and losses includes gains from the disposal of non-current assets and government subsidies, amounting to approximately 0.38 billion RMB [2].

Group 1 - The company, Maanshan Iron & Steel Co., Ltd., is set to hold its second extraordinary general meeting of shareholders on July 30, 2025, at 13:30, utilizing a combination of on-site and online voting methods [1][2] - The record date for shareholders to participate in the meeting is July 24, 2025 [1] - The company aims to enhance service for small and medium investors by using Shanghai Stock Exchange Information Co., Ltd. to provide a shareholder meeting reminder service, which will proactively notify shareholders about the meeting and voting details via smart SMS [2] Group 2 - Investors can vote directly through the provided link in the user manual for online voting, and alternative voting methods are available in case of congestion [2] - The company encourages feedback from investors regarding the service through email and a dedicated investor hotline [2]