Core Viewpoint - Chongqing Steel (601005.SH) is actively managing its monthly order volume in accordance with production plans to ensure a balance between production and sales [1] Group 1 - The company has not yet provided products to the relevant units of the墨脱 hydropower station [1] - For large projects like this, the company will continue to monitor and aims to apply its products in the 雅江 hydropower project [1]

Group 1 - The steel sector in Hong Kong has seen significant gains, with Maanshan Iron & Steel rising nearly 13%, and other companies like Da Ming International and Ansteel also experiencing notable increases [1][2] - According to a report from Xinda Securities, despite the steel industry facing challenges such as prominent supply-demand contradictions and overall profit decline, the demand for steel is expected to remain stable or even slightly increase due to supportive factors like real estate stabilization, steady infrastructure investment, ongoing manufacturing development, and high steel exports [1] - The report suggests that the overall supply-demand situation in the steel industry is likely to remain stable, with expectations of tightening supply under the backdrop of policy controls and increasing industry concentration [1] Group 2 - The report indicates a positive outlook for the steel industry's structure, highlighting that some companies are currently undervalued, presenting structural investment opportunities, particularly for high-margin special steel enterprises and leading steel companies with strong cost control and scale effects [1] - The potential for valuation recovery in the future is emphasized, maintaining an optimistic rating for the industry [1]

Group 1 - Steel stocks have shown significant gains, with Maanshan Iron & Steel Co. rising by 10.96% to HKD 2.43, Angang Steel Co. increasing by 5% to HKD 2.31, and Chongqing Iron & Steel Co. up by 2.08% to HKD 1.47 [1] - The China Iron and Steel Association reported that the total operating revenue of key steel enterprises in the first half of the year was CNY 29,985 billion, a year-on-year decrease of 5.79%, while total profit increased by 63.26% to CNY 592 billion [1] - The average profit margin for the steel industry rose to 1.97%, an increase of 0.83 percentage points year-on-year, indicating some recovery in profitability despite ongoing challenges in supply and demand dynamics [1] Group 2 - The recent Politburo meeting emphasized "anti-involution" and the need for regulated competition in key industries, shifting the focus from merely eliminating low prices to rational competition aimed at improving industry profits [2] - Short-term steel demand is expected to enter a seasonal downturn, which may lead to a price correction due to rapid price increases [2] - Long-term capacity governance remains a primary focus, with a combination of market-oriented and administrative measures expected to optimize crude steel supply and enhance profitability for steel companies as new iron ore capacities are gradually released [2]

港股钢铁股拉升明显，其中，马鞍山钢铁大涨近13%领衔，大明国际涨近9%，鞍钢股份、中国东方集 团涨超4%，铁货涨近3%，重庆钢铁涨2%。 总体上，该行认为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。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00323 | 马鞍山钢铁股份 | 2.470 | 12.79% | | 01090 | 大明国际 | 0.860 | 8.86% | | 00581 | 中国东方集团 | 1.860 | 4.49% | | 00347 | 鞍钢股份 | 2.290 | 4.09% | | 01029 | 铁货 | 0.750 | 2.74% | | 01053 | 重庆钢铁股份 | 1.470 | 2.08% | | 03788 | 中国罕于 | 2.420 | 1.26% | | 01001 | 沪港联合 | 0.410 | 1. ...

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7月31日 狀態: 新提交 FF301 第 1 頁 共 10 頁 v 1.1.1 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: 2025年8月1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. ...

融券方面，当日融券卖出8100.0股，融券偿还0.0股，融券净卖出8100.0股，融券余量8100.0股。 证券之星消息，7月31日，重庆钢铁（601005）融资买入2478.46万元，融资偿还2271.48万元，融资净买 入206.98万元，融资余额2.1亿元，近3个交易日已连续净买入累计883.97万元，近20个交易日中有14个 交易日出现融资净买入。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-07-31 | 206.98万 | 2.10亿 | 1.63% | | 2025-07-30 | 504.09万 | 2.08亿 | 1.52% | | 2025-07-29 | 172.90万 | 2.03亿 | 1.54% | | 2025-07-28 | -1113.62万 | 2.01亿 | 1.57% | | 2025-07-25 | -3125.82万 | 2.12亿 | 1.62% | | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- ...

智通财经APP获悉，根据2025年7月31日披露数据，锦欣生殖（01951）、长飞光纤光缆（06869）、美 中嘉和（02453）港股通持股占比增加值最大，分别增加2.58%、2.38%、2.29%；上海復旦（01385）、 山东新华製药股份（00719）、钧达股份（02865）港股通持股占比减少值最大，分别减 少-1.70%、-1.37%、-1.25%。 在最近有统计数据的5个交易日内，宜搜科技（02550）、长飞光纤光缆（06869）、恆生中国企业 （02828）港股通持股占比增加值最大，分别增加14.75%、11.72%、7.36%；山东新华製药股份 （00719）、亚盛医药-B（06855）、重庆钢铁股份（01053）港股通持股占比减少值最大，分别减 少-3.89%、-2.94%、-2.70%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 锦欣生殖(01951) | +2.58% | 51.76% | | 长飞光纤光缆(06869) | +2.38% | 44.07 ...

Group 1 - The stock price of Chongqing Steel (601005) closed at 1.55 yuan on July 31, 2025, down 5.49% with a turnover rate of 3.61% and a trading volume of 3,003,200 hands, amounting to 468 million yuan [1] - The latest financial report for Chongqing Steel shows total operating revenue of 6.614 billion yuan, a year-on-year decrease of 14.51%, while net profit attributable to shareholders was 117.4152 million yuan, an increase of 64.82% [1] - The company has a current ratio of 0.377, a quick ratio of 0.283, and a debt-to-asset ratio of 53.37% [1] Group 2 - Chongqing Steel has made investments in 16 companies and participated in 5,000 bidding projects [2] - The company holds 22 trademark registrations and 1,833 patents, along with 339 administrative licenses [2] - Chongqing Steel was established in 1997 and is primarily engaged in the smelting and rolling processing of ferrous metals [1]

钢铁股跌幅居前，截至发稿，马鞍山钢铁股份(00323)跌6.41%，报2.19港元；重庆钢铁股份(01053)跌 6.02%，报1.56港元；鞍钢股份(00347)跌6.15%，报2.29港元；中国东方集团(00581)跌4.95%，报1.92港 元。 东方证券近期发布研报称，当前部分投资者认为，钢铁板块反内卷只是短期主题投资，不具有持续性， 本周钢铁板块已经在"反内卷"政策概念推动下涨幅过高，行情或将冲顶结束，对板块的上行空间保持怀 疑。该行认为，从当前时点来看，钢铁行业在供给侧、成本端以及利润释放角度均存边际变化预期，总 体存在3个中期利好逻辑，而"反内卷"政策概念的提出或将短期催化中期投资逻辑的实现。在3+1逻辑闭 环下钢企盈利释放有望加速实现，因此钢铁板块在"反内卷"背景下是具有基本面支撑的中期投资价值 的，钢铁板块仍然大有可为。 本文源自：智通财经网 消息面上，上半年中钢协重点统计钢铁企业累计营业收入为29985亿元，同比下降5.79%；营业成本为 28055亿元，同比下降6.83%；利润总额为592亿元，同比增长63.26%；平均利润率为1.97%，同比上升 0.83个百分点。中国钢铁工业协会会长 ...

钢铁股跌幅居前，截至发稿，马鞍山钢铁股份(00323)跌6.41%，报2.19港元；重庆钢铁（601005）股份 (01053)跌6.02%，报1.56港元；鞍钢股份（000898）(00347)跌6.15%，报2.29港元；中国东方集团 (00581)跌4.95%，报1.92港元。 东方证券近期发布研报称，当前部分投资者认为，钢铁板块反内卷只是短期主题投资，不具有持续性， 本周钢铁板块已经在"反内卷"政策概念推动下涨幅过高，行情或将冲顶结束，对板块的上行空间保持怀 疑。该行认为，从当前时点来看，钢铁行业在供给侧、成本端以及利润释放角度均存边际变化预期，总 体存在3个中期利好逻辑，而"反内卷"政策概念的提出或将短期催化中期投资逻辑的实现。在3+1逻辑闭 环下钢企盈利释放有望加速实现，因此钢铁板块在"反内卷"背景下是具有基本面支撑的中期投资价值 的，钢铁板块仍然大有可为。 消息面上，上半年中钢协重点统计钢铁企业累计营业收入为29985亿元，同比下降5.79%；营业成本为 28055亿元，同比下降6.83%；利润总额为592亿元，同比增长63.26%；平均利润率为1.97%，同比上升 0.83个百分点。中国钢铁工 ...