编辑/doris | 序號 | 代碼 | 名稱 | 最新價 | 漲跌幅 | 成交額 : | | --- | --- | --- | --- | --- | --- | | 1 | 01053 | 重慶鋼鐵股份 | 1.280 | +4.92% | 5177.86萬 | | 2 | 00826 | 天工國際 | 4.160 | +0.73% | 2362.41萬 | | 3 | 00323 | 馬鞍山鋼鐵股份 | 2.650 | +3.11% | 2290.83萬 | | ব | 00347 | 鞍鋼股份 | 2.100 | +2.94% | 1482.34萬 | | 5 | 03788 | 中國罕王 | 4.230 | +2.42% | 1262.54萬 | | 6 | 00581 | 中國東方集團 | 1.600 | +2.56% | 560.7萬 | | 7 | 01104 | 亞太資源 | 3.330 | +4.06% | 422.28 萬 | | 8 | 02623 | 愛德新能源 | 4.920 | +2.50% | 101萬 | 消息面上，多家钢铁企业披露2026年首月实现生产"开门红"，方大达钢 ...

消息面上，多家钢铁企业披露2026年首月实现生产"开门红"，方大达钢1月生铁、粗钢、钢材产量分别 完成生产计划的105.01%、110.63%和110.71%，多项核心指标再攀新高；阳春新钢铁1月全月产销率达 到101%，销售渠道实现新突破。 华泰证券发布研报称，近期两会自主减排或标志着双碳政策进入实质执行阶段，供给约束常态化或成为 行业盈利修复核心驱动，2026年钢铁行业有望复苏。当前行业处于历史低位，叠加粗钢产量长期下行， 下游需求结构持续优化，钢铁正进入政策主导、供给收缩、利润弹性放大的复苏周期。 钢铁股再度走高，截至发稿，重庆钢铁（601005）股份(01053)涨7.38%，报1.31港元；马鞍山钢铁股份 (00323)涨4.67%，报2.69港元；鞍钢股份（000898）(00347)涨4.41%，报2.13港元；中国东方集团 (00581)涨2.56%，报1.6港元。 ...

智通财经APP获悉，钢铁股再度走高，截至发稿，重庆钢铁股份(01053)涨7.38%，报1.31港元；马鞍山 钢铁股份(00323)涨4.67%，报2.69港元；鞍钢股份(00347)涨4.41%，报2.13港元；中国东方集团(00581) 涨2.56%，报1.6港元。 华泰证券发布研报称，近期两会自主减排或标志着双碳政策进入实质执行阶段，供给约束常态化或成为 行业盈利修复核心驱动，2026 年钢铁行业有望复苏。当前行业处于历史低位，叠加粗钢产量长期下 行，下游需求结构持续优化，钢铁正进入政策主导、供给收缩、利润弹性放大的复苏周期。 消息面上，多家钢铁企业披露2026年首月实现生产"开门红"，方大达钢1月生铁、粗钢、钢材产量分别 完成生产计划的105.01%、110.63%和110.71%，多项核心指标再攀新高；阳春新钢铁1月全月产销率达 到101%，销售渠道实现新突破。 ...

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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國東方集團控股有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00581 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | HKD | | 0.1 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 5,000,000,000 | HKD | | 0.1 | HKD | | 500,000,000 | 本月底法定/註冊 ...

Group 1 - Hong Kong steel stocks collectively rose, indicating positive market sentiment in the sector [1] - China Oriental Group (00581.HK) increased by 5.97%, reaching HKD 1.42 [1] - China Hanking Holdings (03788.HK) saw a rise of 5.61%, trading at HKD 5.27 [1] - Tsinghua Tongfang (01029.HK) experienced a 1.92% increase, priced at HKD 0.53 [1] - Chongqing Steel (01053.HK) rose by 1.64%, with a current price of HKD 1.24 [1]

Core Viewpoint - The steel sector is experiencing a collective rise in stock prices, driven by potential supply constraints following a safety incident at Baogang Steel, which may lead to temporary production cuts and support for costs and supply [1] Group 1: Stock Performance - China Oriental Group (00581) increased by 5.97%, reaching HKD 1.42 [1] - China Hanking Holdings (03788) rose by 5.61%, reaching HKD 5.27 [1] - Tianshan Iron & Steel (01029) gained 1.92%, reaching HKD 0.53 [1] - Chongqing Steel (01053) increased by 1.64%, reaching HKD 1.24 [1] Group 2: Industry Insights - The safety incident at Baogang Steel may trigger safety inspections across steel mills, potentially leading to temporary production reductions, which could support costs and supply [1] - Current profits per ton of steel are favorable, and under the backdrop of "anti-involution" in the industry, there is significant room for performance improvement among general steel companies, indicating a potential for value recovery [1] - Guotai Junan Securities forecasts that steel demand is likely to gradually bottom out; even without considering supply policies, the prolonged period of minimal profits in the industry has begun to show signs of market clearing [1] - If supply policies are implemented, the contraction in supply could accelerate, leading to a quicker recovery in the industry's fundamentals [1]

致：香港交易及結算所有限公司 公司名稱: 中國東方集團控股有限公司 呈交日期: 2026年1月2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12月31日 狀態: 新提交 III.已發行股份及/或庫存股份變動詳情 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00581 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | HKD | | 0.1 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 5,000,000,000 | HKD | | 0.1 | HKD | | ...

Core Viewpoint - China Orient Group (00581) announced the acquisition of 1.6 million shares of Jiangsu Shentong, representing approximately 0.32% of the total issued shares, at an average price of about RMB 15.83 per share (approximately HKD 17.65) [1] Group 1 - The total consideration for the acquisition is approximately RMB 25.33 million (equivalent to about HKD 28.24 million) [1] - The payment for the acquisition will be made in cash and fully funded by the group's internal resources [1]

Core Viewpoint - China Oriental Group (00581.HK) announced the acquisition of 1.6 million shares of Jiangsu Shentong, representing approximately 0.32% of the total issued shares as of the announcement date, at an average price of around RMB 15.83 per share, totaling approximately RMB 25.33 million [1] Group 1 - The acquisition will be conducted through the Shenzhen Stock Exchange [1] - The total consideration for the acquisition will be paid in cash [1] - The funding for the acquisition will be fully allocated from the Group's internal resources [1]

Core Viewpoint - China Orient Group (00581) announced the acquisition of 1.6 million shares of Jiangsu Shentong, representing approximately 0.32% of the total issued shares, at an average price of about RMB 15.83 per share (approximately HKD 17.65) [1] Group 1 - The total consideration for the acquisition is approximately RMB 25.33 million (equivalent to about HKD 28.24 million) [1] - The payment for the acquisition will be made in cash and fully funded by the group's internal resources [1]