Group 1 - The core point of the article is that Maanshan Iron & Steel Company (600808.SH) clarified that its steel products do not include stainless steel products [1]

格隆汇1月30日丨马钢股份(600808.SH)在投资者互动平台表示，公司紧固件用冷镦钢产品暂无航天飞船 方面的订单。 ...

每经AI快讯，港股钢铁股跌幅居前。截至发稿，中国罕王(03788.HK)跌10%，报4.32港元；鞍钢股份 (00347.HK)跌5.58%，报2.03港元；重庆钢铁股份(01053.HK)跌4.55%，报1.26港元；马鞍山钢铁股份 (00323.HK)跌4.24%，报2.71港元。 （文章来源：每日经济新闻） ...

Group 1 - Steel stocks experienced significant declines, with China Hanking (03788) down 10% to HKD 4.32, Ansteel (00347) down 5.58% to HKD 2.03, Chongqing Steel (01053) down 4.55% to HKD 1.26, and Maanshan Steel (00323) down 4.24% to HKD 2.71 [1] - The National Bureau of Statistics reported that China's crude steel production is expected to reach 960 million tons in 2025, a year-on-year decrease of 4.4%, marking the first time in six years that production falls below 1 billion tons [1] - The market anticipates that the apparent consumption of crude steel in 2025 will be 826 million tons (excluding steel billets), representing a year-on-year decline of 7.1%, indicating persistent supply-demand imbalances [1] Group 2 - According to Guotai Junan Securities, the demand for steel from the real estate sector is expected to continue its downward trend, but the negative impact of real estate on steel demand has significantly weakened [1] - Steel demand from infrastructure and manufacturing sectors is projected to grow steadily [1] - Approximately 60% of steel companies are currently operating at a loss, and market-driven supply adjustments have begun to emerge, with expectations for supply-side contraction to continue, leading to gradual recovery in the steel fundamentals [1]

花旗发表研报指，马鞍山钢铁股份预计去年初步净亏损为1.9亿至2.5亿元，优于该行预期的约5.35亿元 水平。按此推算，马钢去年第四季净亏损中位数约为3.04亿元，主要受并购宝钢后的资产减值影响，同 时联营公司业绩亦带来负面拖累。该行预期，尽管去年第四季对钢铁行业而言仍是艰难时期，但马钢与 宝钢的协同效应将持续释放(包括售管理费用优化及管理整合等方面)，估计马钢的核心业务仍可维持盈 利。该行予其"买入"评级，目标价为2.8港元。 ...

证券代码：600808 证券简称：马钢股份 公告编号：2026-001 马鞍山钢铁股份有限公司 2025年年度业绩预亏公告 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： ● 预计公司2025年度实现归属于上市公司股东的净利润为人民币-2.50亿元到-1.90亿元，与上年同期相 比，将减少亏损人民币44.09亿元到44.69亿元。 一、本期业绩预告情况 （一）利润总额：人民币-48.30亿元。 （二）归属于上市公司股东的净利润：人民币-46.59亿元。归属于上市公司股东的扣除非经常性损益的 净利润：人民币-42.98亿元。 （三）每股收益：人民币-0.61元。 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1.经财务部门初步测算，公司预计2025年度利润总额为人民币1.2亿元到1.8亿元。 2.经财务部门初步测算，公司预计2025年度实现归属于上市公司股东的净利润为人民币-2.50亿元到-1.90 亿元，与上年同期相比，将减少 ...

（文章来源：证券日报） 证券日报网讯 1月29日，马钢股份在互动平台回答投资者提问时表示，公司的轮轴产品广泛应用于铁路 运输、港口机械、石油化工等诸多领域，包括航空航天领域。 ...

（编辑 姚尧） 证券日报网讯 1月29日，马钢股份在互动平台回答投资者提问时表示，近年来，公司向欧盟出口产品的 收入占公司营业收入总额的比例不到0.4%。2025年，公司对欧盟市场的销售主要通过境内主体直接向 欧盟出口。 ...

Group 1 - The company expects a net loss attributable to shareholders for the year 2025 to be between RMB 2.50 billion and RMB 1.90 billion, which represents a reduction in losses of approximately RMB 44.09 billion to 44.69 billion compared to the previous year [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses is projected to be between RMB 2.72 billion and RMB 2.12 billion, reflecting a decrease in losses of about RMB 40.26 billion to 40.86 billion year-on-year [1] Group 2 - The domestic steel industry is continuing its trend of reducing output and adjusting structure in 2025, facing severe operating conditions due to ongoing supply-demand imbalances, pressure on steel prices, and fluctuations in raw material costs [2] - The company is committed to its "four have" operational principles and is actively promoting institutional reforms and collaborative efficiency, optimizing product structure, and increasing the proportion of high-end products to enhance operational capabilities and production line efficiency [2] - Despite significant improvements in operational performance year-on-year, the company has not achieved profitability due to market fluctuations in the fourth quarter and ongoing transformation challenges, along with declining performance from some affiliated companies [2]

2025年，国内钢铁行业延续减量调结构发展态势，在市场供需矛盾持续、钢材价格承压及原料成本波动 的环境下，钢企经营形势严峻。本期间，公司坚持"四有"经营原则，札实推进机构改革与协同创效，深 化多维算账经营与对标找差，持续优化产品结构、提升高端产品占比，努力提升产品经营能力与产线运 行效率。其中，马鞍山钢铁有限公司在宝山钢铁股份有限公司的协同支持下，实现铁前系统稳定提升、 钢轧系统提质增效、经营体系协同发展;安徽长江钢铁股份有限公司以"低成本、差异化、高效率、快节 奏"为经营方针，实施差异化管控，推进基层组织变革，成本竞争力明显提升。公司多措并举，全年经 营绩效较上年大幅改善，归属于上市公司股东的净利润同比减亏约人民币44.09亿元到44.69亿元，但受 四季度市场行情波动影响，加之公司处于转型发展阶段，且部分参股公司经营业绩下滑，公司全年仍未 实现扭亏。 智通财经APP讯，马鞍山钢铁股份(00323)发布公告，公司预计2025年度实现归属于上市公司股东的净亏 损为人民币2.50亿元到1.90亿元，与上年同期相比，将减少亏损人民币44.09亿元到44.69亿元;归属于上 市公司股东的扣除非经常性损益的净亏损为人 ...