FF301 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: 重慶鋼鐵股份有限公司 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 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01053 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 538,127,200 | RMB | | 1 RMB | | 538,127,200 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 538,127,200 | RMB | | 1 RMB | | 538,127,200 | | 2. 股份分類 | 普通股 | 股份類別 | ...

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） ...

智通财经APP获悉，钢铁股跌幅居前，截至发稿，中国罕王(03788)跌10%，报4.32港元；鞍钢股份 (00347)跌5.58%，报2.03港元；重庆钢铁股份(01053)跌4.55%，报1.26港元；马鞍山钢铁股份(00323)跌 4.24%，报2.71港元。 国泰海通证券发布研报称，随着地产下行，地产端钢铁需求占比持续下降，我们预期地产对钢铁需求的 负向拖拽影响已明显减弱；基建、制造业端用钢需求有望平稳增长。从供给端来看，目前行业仍有约 60%的钢企亏损，供给市场化出清已开始出现。我们维持供给端收缩的预期，钢铁基本面有望逐步修 复。 消息面上，国家统计局1月19日发布数据显示，2025，中国粗钢产量9.6亿吨，同比下降4.4%，六年来产 量首次跌破10亿吨。市场预计2025年全国折合粗钢表观消费量为8.26亿吨（不含钢坯），同比下降 7.1%，供需矛盾依然突出。 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-26 | 重庆钢铁 | COTOOS | 1.54 3080 | 2000 | | 中信建投证券股份 有限公司重庆龙山 | | 1月26日，重庆钢铁大宗交易成交2000万股，成交额3080万元，占当日总成交额的3.98%，成交价1.54元，较市场收盘价1.57元折价1.91%。 ...

每经AI快讯，港股钢铁股集体走高。截至发稿，中国东方集团(00581.HK)涨5.97%，报1.42港元；中国 罕王(03788.HK)涨5.61%，报5.27港元；铁货(01029.HK)涨1.92%，报0.53港元；重庆钢铁股份 (01053.HK)涨1.64%，报1.24港元。 ...

国泰海通证券发布研报称，钢铁需求有望逐步触底；供给端即便不考虑供给政策，目前行业微利时间已 经较长，供给的市场化出清已开始出现，我们预期钢铁行业基本面有望逐步修复。而若供给政策落地， 行业供给的收缩速度更快，行业上行的进展将更快展开。 智通财经APP获悉，钢铁股集体走高，截至发稿，中国东方集团(00581)涨5.97%，报1.42港元；中国罕 王(03788)涨5.61%，报5.27港元；铁货(01029)涨1.92%，报0.53港元；重庆钢铁股份(01053)涨1.64%，报 1.24港元。 消息面上，1月18日，包钢板材厂发生安全事故。信达证券认为，包钢安全事故或引发钢厂安全检查， 并进一步导致临时减产，专项检查或小幅收缩局部产能形成成本与供给支撑。当前，普钢吨钢利润可 观，在行业"反内卷"背景下，普钢公司业绩改善空间较大，有望迎来价值修复，钢铁板块亦有望迎来配 置良机。 ...

（文章来源：证券日报） 证券日报网讯 1月22日，重庆钢铁在互动平台回答投资者提问时表示，公司有制定资产减值计提及核销 的管理办法，相关减值计提符合国有资产监督管理要求及会计准则。 ...

Group 1 - The core viewpoint of the article is that Chongqing Steel plans to transfer its high-performance rebar production line due to unfavorable market conditions and regulatory compliance issues [1] - The steel industry is facing cyclical adjustments, leading to market saturation in the construction materials sector in Chongqing and the southwestern region [1] - The company anticipates a low likelihood of resuming production on the high-performance rebar production line for an extended period, which could result in ongoing losses due to idle capacity [1] Group 2 - The high-performance rebar production line has not yet undergone ultra-low emission transformation, making it non-compliant with the latest ultra-low emission standards [1] - Transferring the asset package is expected to enhance the company's financial reserves [1]

Group 1 - The core viewpoint of the news is that Chongqing Steel's stock performance has shown fluctuations, with a recent increase in share price but a decline over the past few trading days [1] - As of January 20, Chongqing Steel's stock price was 1.46 yuan per share, with a market capitalization of 12.924 billion yuan [1] - The company experienced a net inflow of main funds amounting to 22.3138 million yuan, with significant buying activity from large orders [1] Group 2 - For the period from January to September 2025, Chongqing Steel reported an operating revenue of 19.091 billion yuan, a year-on-year decrease of 7.32% [2] - The company recorded a net profit attributable to shareholders of -218 million yuan, which represents a year-on-year increase of 83.82% [2] - The number of shareholders increased to 180,800, reflecting a growth of 3.27% compared to the previous period [2] Group 3 - Since its A-share listing, Chongqing Steel has distributed a total of 520 million yuan in dividends, but there have been no dividend distributions in the last three years [3]

Group 1 - The core viewpoint of the article indicates that Chongqing Steel reported a weak supply and demand situation in the domestic steel market during the fourth quarter, leading to low and fluctuating prices, while raw material costs still provided some support, resulting in industry profits being at a low point for the year [1] - The company stated that it would recognize impairment provisions according to accounting standards, which will contribute to an annual loss in performance [1]