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].

Group 1 - The steel industry has shown significant improvement in profitability in the first half of the year due to falling raw material costs and cost-cutting measures [2][4][5] - Despite the overall recovery in performance, the steel sector experienced a collective pullback in stock prices on July 15, with notable declines in companies such as China Iron Titanium and Chongqing Steel [2][4] - A total of 24 A-share steel companies have released mid-year performance forecasts for 2025, with 19 reporting substantial profit improvements, including several companies achieving double or triple-digit profit growth [4][5] Group 2 - The steel industry faces challenges from a sluggish real estate market, limited infrastructure investment, and increased export pressure, leading to a significant decline in steel prices and ongoing profitability pressure [4][6] - Companies are addressing demand contraction by eliminating outdated production capacity, optimizing product structures, and enhancing product value, which has contributed to profit recovery [5][6] - The current supply-demand dynamics in the steel industry are improving, with major steel companies announcing production cuts under the "anti-involution" policy, which is expected to strengthen supply contraction [6]

（股份編號：0347） 盈 利 預 告－虧 損 減 少 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 不對因本公告全部或任何部分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。 鞍 鋼 股 份 有 限 公 司（「本公司」，（連 同 其 子 公 司 統 稱 為「本集團」）董 事 會（「董 事 會」）謹 此 公 告，根 據 董 事 會 就 本 集 團 截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月 之 未 經 審 核 綜 合 管 理 賬 目 及 目 前 可 得 資 料 作 出 的 初 步 審 閱，預 期 本公司於截至二零二五年六月三十日止六個月歸屬於本公司股東的淨 虧 損 相 比 二 零 二 四 年 同 期 將 錄 得 下 降。 該 虧 損 減 少 的 詳 情 及 原 因 載 列 如 下。 1. 虧損減少 截至六月三十日止六個月 | | | | 歸屬於本公司股東的 | | | 約(1,144)百萬元 | (2,689)百萬元 | | --- | ...

特此公告。 证券代码：000898 证券简称：鞍钢股份 公告编号：2025-041 鞍钢股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、预计的本期业绩情况 按《中国企业会计准则》计算 本报告期 上年同期 项目 2025 年 1 月 1 日- 2024 年 1 月 1 日- 亏损：约人民币 1,144 百万元 归属于上市公司股 亏损：人民币 2,689 百万元 东的净利润 比上年同期减亏：约 57.46% 归属于上市公司股 亏损：约人民币 1,231 百万元 东的扣除非经常性 亏损：人民币 2,670 百万元 损益后的净利润 比上年同期减亏：约 53.90% 基本每股收益 亏损：约人民币 0.122 元/股 亏损：人民币 0.287 元/股 二、与会计师事务所沟通情况 公司与会计师事务所就本次业绩预告有关事项进行了初步沟通，双方 不存在重大分歧。公司本次业绩预告未经会计师事务所预审计。 三、业绩变动原因说明 价格和采购端原料价格整体仍呈下跌趋势， 钢铁市场整体供大于求的局面 尚未根本改善。公司坚持以降本增效为中心，围绕"算账经营" 、着力"五 ...

鞍钢股份（000898）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为亏损约 人民币11.44亿元，上年同期亏损人民币26.89亿元。公司坚持以降本增效为中心，围绕"算账经营"、着 力"五型企业"建设，加大市场开拓和调品力度，提升运营效率、深挖能源潜力，优化采购半径、着力系 统降本，提升企业市场竞争力。上半年，公司归属于上市公司股东的净利润约为-11.44亿元，同比减亏 15.45亿元，减亏幅度达57.46%。 ...

[Performance Forecast Summary](index=1&type=section&id=I.%20Estimated%20Current%20Period%20Performance) The company forecasts a net loss for H1 2025, significantly reduced year-over-year, with attributable net profit loss of approximately **RMB 1,144 million** Key Financial Performance Indicators | Item | Current Period (Jan 1 - Jun 30, 2025) | Prior Period (Jan 1 - Jun 30, 2024) | Year-over-Year Change | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: Approx. 1,144 million RMB | Loss: 2,689 million RMB | Loss reduced by 57.46% | | **Net Profit Attributable to Shareholders (Excluding Non-Recurring Items)** | Loss: Approx. 1,231 million RMB | Loss: 2,670 million RMB | Loss reduced by 53.90% | | **Basic Earnings Per Share** | Loss: Approx. 0.122 RMB/share | Loss: 0.287 RMB/share | - | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company has preliminarily communicated with its accounting firm regarding the performance forecast, with no significant discrepancies, though the forecast remains unaudited - The company has preliminarily communicated with its accounting firm regarding the performance forecast, with no significant discrepancies[3](index=3&type=chunk) - This performance forecast has not been pre-audited by the accounting firm[3](index=3&type=chunk) [Analysis of Performance Change Reasons](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) Despite persistent oversupply in the steel industry, the company significantly narrowed its losses year-over-year through cost reduction and efficiency improvement measures - Macroeconomic Environment: While the steel industry improved slightly in H1 2025 compared to the prior year, the market remains in overall oversupply, with steel and raw material prices generally trending downwards[4](index=4&type=chunk) - Company Initiatives: The company focused on cost reduction and efficiency enhancement, implementing systematic cost-saving measures such as expanding market reach, optimizing product mix, improving operational efficiency, leveraging energy potential, and optimizing procurement radius, thereby enhancing market competitiveness[5](index=5&type=chunk) - Performance Impact: These measures resulted in a **RMB 1,545 million** year-over-year reduction in net profit attributable to shareholders for H1, representing a **57.46%** decrease in loss[5](index=5&type=chunk) [Other Explanations and Risk Warnings](index=2&type=section&id=IV.%20Other%20Relevant%20Explanations) The company emphasizes this performance forecast is a preliminary, unaudited financial estimate, with final data subject to the 2025 semi-annual report, and advises investors of investment risks - This performance forecast is a preliminary estimate by the company's finance department, unaudited, with final figures subject to the 2025 semi-annual report[6](index=6&type=chunk) - The company advises investors to be aware of investment risks and to refer to information disclosed on designated media (China Securities Journal, Securities Times, Shanghai Securities News, and Juchao Information Network)[6](index=6&type=chunk)

海外監管公告 （股份編號：0347） 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 不對因本公告全部或任何部分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。 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條 作 出。 茲載列鞍鋼股份有限公司（「本公司」）於二零二 五 年 七月十五 日 在《中國證 券 報》、《證券時報》、《上海證券報》或巨潮資訊網(http://www.cninfo.com.cn) 刊 登 的 以 下 公 告 全 文，僅 供 參 考。 承董事會命 鞍鋼股份有限公司 王 軍 執行董事兼董事長 中國遼寧省鞍山市 二零二 五 年 七月十四日 | 執 董 | 行 | 事： | 獨 立 | 非 執 | 行 | 董 | 事： | | --- | --- | --- | --- | --- | --- | --- | --- | | 王 | 軍 | | 汪建華 | | | | | | 張紅軍 | | | 王旺林 | | | | | | 李 ...

Group 1 - The top three companies with the highest short positions are WuXi AppTec (22.57%), CATL (17.76%), and COSCO Shipping Holdings (14.27%) [1][2] - The companies with the largest absolute increase in short positions are Alibaba Health (4.45%), China Liansu (2.54%), and Hong Kong Travel (2.02%) [1][2] - The companies with the largest absolute decrease in short positions are Far East Horizon (-1.62%), ZhongAn Online (-1.55%), and Rongchang Biologics (-1.32%) [1][3] Group 2 - The latest short position data shows that WuXi AppTec has 87.35 million shares, CATL has 27.69 million shares, and COSCO Shipping Holdings has 411 million shares [2] - Alibaba Health's short position increased from 6.97% to 11.42%, while China Liansu's increased from 0.61% to 3.15% [2] - Far East Horizon's short position decreased from 4.43% to 2.82%, and ZhongAn Online's decreased from 7.43% to 5.88% [3][4]

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通告的內 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 不對因本通告全部或任何部分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。 – 1 – 1. 批 准 選 舉 本 公 司 第 十 屆 董 事 會 執 行 董 事 和 非 執 行 董 事： (1) 選 舉 王 軍 先 生 為 本 公 司 執 行 董 事。 (2) 選 舉 張 紅 軍 先 生 為 本 公 司 執 行 董 事。 (3) 選 舉 李 景 東 先 生 為 本 公 司 執 行 董 事。 (4) 選 舉 譚 宇 海 先 生 為 本 公 司 非 執 行 董 事。 2. 批 准 選 舉 本 公 司 第 十 屆 董 事 會 獨 立 非 執 行 董 事： (1) 選 舉 王 旺 林 先 生 為 本 公 司 獨 立 非 執 行 董 事。 （股份編號：0347） 二零二五年第二次臨時股東大會通告 茲通告 鞍 鋼 股 份 有 限 公 司（「本公司」）謹 訂 於 二 零 二 五 年 七 月 二 十 八 日（星 期 一）下 午 ...

此乃要件 請即處理 閣下如對本通函任何方面或應採取之行動有任何疑問，應諮詢 閣下之股票經紀或其他註冊證券商、 銀行經理、律師、專業會計師或其他獨立專業顧問。 閣下如已將名下的鞍鋼股份有限公司的股份全部售出或轉讓，應立即將本通函送交買主或承讓人， 或經手買賣或轉讓的銀行、股票經紀或其他代理商，以便轉交買主或承讓人。 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通函的內容概不負責，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通函全部或任何部分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。 本通函僅供參考，並不構成購入、購買或認購證券的要約或邀請。 （股份編號：0347） (1)選舉本公司第十屆董事會執行董事和非執行董事 (2)選舉本公司第十屆董事會獨立非執行董事 (3)修訂《公司章程》 及 (4)二零二五年第二次臨時股東大會通告 董事會函件載於本通函第1至13頁。 本公司謹定於二零二五年七月二十八日（星期一）下午三點五十分假座中華人民共和國遼寧省鞍山 市鐵西區鞍鋼廠區本公司會議室舉行臨時股東大會，召開大會之通告已於二零二五年七月八日登載 於聯交所網站(www.hkexnews.h ...