Core Viewpoint - Chongqing Steel expects to achieve a net profit attributable to shareholders of the listed company ranging from -230 million to -210 million yuan in the first three quarters of 2025, indicating a reduction in losses compared to the same period last year [1] Financial Performance - The company anticipates a reduction in losses by approximately 1.12 billion to 1.14 billion yuan compared to the same period last year [1] - The expected net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between -240 million and -220 million yuan, also reflecting a reduction in losses of about 1.11 billion to 1.13 billion yuan year-on-year [1] - In the same period last year, the net profit attributable to shareholders was -1.35 billion yuan, and the net profit after deducting non-recurring gains and losses was -1.354 billion yuan [1]

格隆汇10月14日丨重庆钢铁股份(01053.HK)宣布，将于2025年10月30日举行董事会会议，以审议及批准 公司及其附属公司截至2025年9月30日止九个月未经审计的2025年第三季度业绩及其他事宜(如有)。 ...

董事會會議通知 重慶鋼鐵股份有限公司（「本公 司」）謹此宣佈，將於 2 0 2 5 年 1 0 月 3 0 日舉行董事會會議，以審議及批准本公司及其附屬公司截至 20 2 5 年 9 月 3 0 日止九個月未經審計的 2 0 2 5 年第三季度業績及其他事宜（如有）。 承 董 事 會 命 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。 – 1 – 重 慶 鋼 鐵 股 份 有 限 公 司 匡 雲 龍 董 事 會 秘 書 中國重慶，2025 年 10 月 14 日 於 本 公 告 日 期 ， 本 公 司 的 董 事 為 ： 王 虎 祥 先 生 （ 執 行 董 事 ） 、 孟 文 旺 先 生 （ 執 行 董 事 ） 、 匡 雲 龍 先 生 （ 執 行 董 事 ） 、 宋 ...

截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 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 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 | A | | 於香港聯交所上市 (註1) | ...

Core Viewpoint - The steel sector in Hong Kong is experiencing a decline, with major companies like Maanshan Iron & Steel and Angang Steel seeing significant drops in stock prices following the release of a new growth plan by the Ministry of Industry and Information Technology, which sets a target for average annual growth in the industry at around 4% for the next two years [1][1][1] Group 1: Market Reaction - Major steel stocks have seen substantial declines, with Maanshan Iron & Steel down 5.41% to HKD 2.45, Angang Steel down 5.48% to HKD 2.07, and Chongqing Steel down 5.04% to HKD 1.32 [1][1][1] - The market's reaction is attributed to the new growth plan emphasizing a controlled growth rate and a prohibition on new capacity, which contrasts with current industry growth rates and market expectations [1][1][1] Group 2: Policy Implications - The "Steel Industry Stabilization and Growth Work Plan (2025-2026)" aims for an average annual growth of around 4% and focuses on "stabilizing growth and preventing internal competition," providing a clear path for structural adjustment and high-quality development in the steel industry [1][1][1] - Analysts from CITIC Futures noted that the emphasis on maintaining a 4% growth rate and the ban on new capacity has led to a cooling of "anti-involution" sentiment, resulting in a slight price correction in the sector [1][1][1] - Galaxy Securities highlighted that under the ongoing supply-side reforms, steel production capacity is increasingly concentrating among high-quality leading companies [1][1][1]

Group 1 - Steel stocks experienced significant declines, with Maanshan Iron & Steel Co. down 5.41% to HKD 2.45, Angang Steel Co. down 5.48% to HKD 2.07, and Chongqing Iron & Steel down 5.04% to HKD 1.32 [1] - The Ministry of Industry and Information Technology and other departments issued the "Steel Industry Growth Stabilization Work Plan (2025-2026)", setting an average annual growth target of around 4% for the industry's added value over the next two years [1] - The plan emphasizes "stabilizing growth and preventing internal competition", providing a clear implementation path for structural adjustment and high-quality development in the Chinese steel industry [1] Group 2 - CITIC Futures noted that the introduction of the "Steel Industry Growth Stabilization Work Plan" emphasizes a 4% average annual growth in industry added value and prohibits new production capacity, leading to a cooling of "anti-internal competition" sentiment and a slight price adjustment in the sector [1] - Galaxy Securities believes that under the ongoing supply-side anti-internal competition, steel industry capacity continues to concentrate towards high-quality leading companies [1]

Group 1 - Steel stocks experienced significant declines, with Maanshan Iron & Steel Co. down 5.41% to HKD 2.45, Angang Steel Co. down 5.48% to HKD 2.07, and Chongqing Iron & Steel Co. down 5.04% to HKD 1.32 [1] - The Ministry of Industry and Information Technology and other departments issued the "Steel Industry Stabilization and Growth Work Plan (2025-2026)", setting an average annual growth target of around 4% for the industry's added value over the next two years [1] - The plan emphasizes "stabilizing growth and preventing internal competition", providing a clear implementation path for structural adjustments and high-quality development in the Chinese steel industry [1] Group 2 - CITIC Futures noted that the introduction of the "Steel Industry Stabilization and Growth Work Plan (2025-2026)" aligns with current industry growth rates and market expectations, leading to a cooling of "anti-internal competition" sentiment and a slight price correction in the sector [1] - Galaxy Securities believes that under the ongoing supply-side anti-internal competition, steel industry capacity will continue to concentrate on high-quality leading companies [1]

Core Insights - The article highlights significant changes in the stock holdings of various companies in the Hong Kong Stock Connect, with notable increases and decreases in ownership percentages [1][2]. Group 1: Companies with Increased Holdings - Yihua Tong (02402) saw the largest increase in stock holdings, rising by 14.82% to a total holding of 24.14% [2]. - Hong Kong Broadband (01310) experienced a 4.71% increase, bringing its holding to 4.99% [2]. - Dongfang Electric (01072) had a 2.17% increase, resulting in a holding of 39.16% [2]. - Other companies with notable increases include Beijing Machinery (00187) (+1.99%, 53.15%), and East Jiang Environmental Protection (00895) (+1.69%, 43.93%) [2]. Group 2: Companies with Decreased Holdings - Longpan Technology (02465) faced the largest decrease, with a drop of 3.69% to a holding of 47.77% [2]. - Shandong Molong (00568) saw a decrease of 1.44%, resulting in a holding of 53.78% [2]. - Da Zhong Public Utilities (01635) decreased by 1.39%, with a holding of 33.57% [2]. - Other companies with significant decreases include Huahong Semiconductor (01347) (-1.16%, 23.26%) and Jintian Copper (-1.10%, 24.66%) [2]. Group 3: Five-Day Changes in Holdings - Over the last five trading days, Yihua Tong (02402) had the highest increase of 14.99%, maintaining a holding of 24.14% [3]. - Tongyuan Kang Pharmaceutical-B (02410) increased by 7.60%, reaching a holding of 24.20% [3]. - Changfei Optical Fiber (06869) rose by 7.41%, with a holding of 69.80% [3]. - Companies with notable decreases include Shandong Molong (00568) (-3.89%, 53.78%) and Baiguoyuan Group (02411) (-3.55%, 9.28%) [3]. Group 4: Twenty-Day Changes in Holdings - In the last twenty days, Yihua Tong (02402) increased by 14.87%, holding at 24.14% [4]. - Changfei Optical Fiber (06869) saw a rise of 13.73%, maintaining a holding of 69.80% [4]. - Zhongyuan Marine Energy (01138) increased by 12.27%, with a holding of 68.92% [4].

每经AI快讯，9月22日，钢铁股早盘普涨，截至发稿，重庆钢铁股份(01053.HK)涨2.92%，报1.41港元； 马鞍山钢铁股份(00323.HK)涨1.61%，报2.52港元；中国罕王(03788.HK)涨1.1%，报3.67港元。 ...

Group 1 - Steel stocks experienced a broad increase, with Chongqing Steel rising by 2.92% to HKD 1.41, Maanshan Steel up by 1.61% to HKD 2.52, and China Hanking increasing by 1.1% to HKD 3.67 [1] - The Ministry of Industry and Information Technology and other departments issued the "Steel Industry Growth Stabilization Work Plan (2025-2026)" on September 22, setting an annual growth target of around 4% for the steel industry's added value over the next two years [1] - The plan emphasizes "stabilizing growth and preventing internal competition," guiding structural adjustments and high-quality development in China's steel industry [1] Group 2 - The work plan proposes precise control of capacity and output, prohibits new capacity additions, and encourages resource allocation towards leading enterprises to achieve dynamic balance between supply and demand [1] - Experts highlight that "equipment upgrading" and "low-carbon transformation" will be the two core competitive issues for the future, with a requirement for steel enterprises to accelerate the elimination of outdated equipment [1] - By the end of 2025, over 80% of steel production capacity is expected to complete ultra-low emission transformations [1] Group 3 - CICC anticipates that in the second half of 2025, production control is likely to be implemented against the backdrop of preventing internal competition, with an expected recovery in market sentiment and improvement in industry supply and demand [2] - The steel industry is currently at the left side of a major cycle bottom reversal, with the bottom of the cycle becoming increasingly clear, indicating a potential upward trend in the industry cycle [2] - The deteriorating raw material landscape is expected to enhance the certainty and elasticity of profit cycle recovery [2]