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港股收评:指数V型反弹!水泥、钢铁、风电大涨,东方电气一度飙升超700%
Ge Long Hui· 2025-07-21 08:42
| 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | (0) | 24994.14 | +168.48 | 0.68% | | 800100 | 国企指数 | | 9040.20 | +53.73 | 0.60% | | 800700 | 恒生科技指数 | | 5585.50 | +46.67 | 0.84% | 盘面上,大型科技股普遍飘红,美团涨近3%,京东涨超2%,阿里巴巴、小米涨超1%。 雅鲁藏布江水电工程开工,涉1.2万亿投资,建材水泥股、钢铁股、风电股、大基建股等相关板块全天表现强势,其中,尤其是东方电气盘中一 度飙升超700%最终收涨65.2%,华新水泥飙涨85.6%,重庆钢铁大涨25.5%,山水水泥涨超23%,中铝国际、中国中铁、中国建筑国际等皆走强。 中资券商股、石油股、黄金股、煤炭股、内房股、海运股、家电股、军工股纷纷上涨。 今日,港股三大指数呈现V型走势,国企指数、恒生科技指数午后一度转跌,最终分别收涨0.6%及0.84%,恒生指数涨0.68%盘中一度站上25000 点 ...
港股午评:恒生指数涨0.28% 华新水泥涨超70%
news flash· 2025-07-21 04:04
Group 1 - The Hang Seng Index increased by 0.28% and the Hang Seng Tech Index rose by 0.32% [1] - The construction materials and steel sectors showed significant gains, with Huaxin Cement surging over 70% and Chongqing Steel rising more than 23% [1]
港股钢铁股短线走高,重庆钢铁股份(01053.HK)涨超14%,中国东方集团(00581.HK)涨超6%,马鞍山钢铁股份(00323.HK)、鞍钢股份(00347.HK)涨超3%。
news flash· 2025-07-21 01:50
港股钢铁股短线走高,重庆钢铁股份(01053.HK)涨超14%,中国东方集团(00581.HK)涨超6%,马鞍山钢 铁股份(00323.HK)、鞍钢股份(00347.HK)涨超3%。 ...
重庆钢铁获得发明专利授权:“一种检测连铸机结晶器调宽机构跑锥的方法”
Zheng Quan Zhi Xing· 2025-07-18 21:05
Core Viewpoint - Chongqing Steel has recently obtained a new invention patent, indicating a strong focus on innovation and technology development within the steel industry [1] Group 1: Patent and Innovation - Chongqing Steel has been granted a new patent titled "A Method for Detecting the Tapering of the Continuous Casting Machine's Mold Width Adjustment Mechanism," with the application number CN202310373759.3 [1] - The company has received a total of 65 patent authorizations this year, representing a 109.68% increase compared to the same period last year [1] Group 2: Research and Development Investment - In 2024, Chongqing Steel invested 41.7837 million yuan in research and development, which is a year-on-year increase of 30.78% [1] Group 3: Company Activities and Data - Chongqing Steel has made investments in 16 enterprises and participated in 5,122 bidding projects [1] - The company holds 39 trademark registrations and 1,824 patent records, along with 339 administrative licenses [1]
重庆钢铁股份:华宝投资已完成增持计划 累计增持约1.5亿元A股
news flash· 2025-07-17 09:23
Group 1 - The core point of the article is that Huabao Investment has completed its plan to increase its stake in Chongqing Steel, acquiring shares worth approximately 150.5 million yuan, which represents about 1.55% of the company's total share capital [1] Group 2 - Chongqing Steel announced the completion of the share purchase on the Hong Kong Stock Exchange [1] - The total amount invested by Huabao Investment in the A-shares of Chongqing Steel is 150.5 million yuan [1] - The increase in stake reflects Huabao Investment's confidence in Chongqing Steel's future prospects [1]
重庆钢铁: 关于实际控制人之全资子公司增持公司股份计划实施完成的公告
Zheng Quan Zhi Xing· 2025-07-17 09:16
权分布不具备上市条件,未导致公司控股股东及实际控制人发生变化。 特此公告。 重庆钢铁股份有限公司董事会 | 上海宝信软件股份有限公司 | | | | 375,201 0.0042 | | | --- | --- | --- | --- | --- | --- | | 团有限公司控制 | | | | | | | 重庆宝丞炭材有限公司 315,783 0.0036 | | | | | 受中国宝武钢铁集 | | 团有限公司控制 | | | | | | | 中钢集团洛阳耐火材料研究 | | | | | 受中国宝武钢铁集 | | 院有限公司 | | | | 团有限公司控制 | | | 受中国宝武钢铁集 | | | | | | | 宝钢工程技术集团有限公司 261,692 0.0030 | | | | | | | 团有限公司控制 | | | | | | | 受中国宝武钢铁集 | | | | | | | 79,953 0.0009 宝武重工有限公司 | | | | | | | 团有限公司控制 | | | | | | | 合 计 2,465,311,944 27.85 / | | | | | | | 二、增持计划的实施结果 ...
重庆钢铁(601005) - 关于实际控制人之全资子公司增持公司股份计划实施完成的公告
2025-07-17 08:31
证券代码:601005 证券简称:重庆钢铁 公告编号:2025-026 关于实际控制人之全资子公司 增持公司股份计划实施完成的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 已披露增持计划情况 重庆钢铁股份有限公司(以下简称"公司"、"重庆钢铁")于 2024 年 7 月 18 日公告了《关于实际控制人之全资子公司增持公司股 份计划公告》(公告编号:2024-034),公司实际控制人中国宝武钢 铁集团有限公司(以下简称"中国宝武")之全资子公司华宝投资有 限公司(以下简称"华宝投资")计划自 2024 年 7 月 18 日起 12 个 月内以自有资金通过集中竞价交易方式增持公司 A 股股份,增持金额 上限为 3.0 亿元人民币,增持金额下限为 1.5 亿元人民币,增持价格 上限不高于 2.00 元/股。 增持计划的实施结果 2025 年 7 月 17 日,公司收到华宝投资的关于增持计划实施完毕 的告知函,其于 2024 年 7 月 18 日至 2025 年 7 月 17 日通过上海证券 交易所集 ...
钢企中期盈利普遍回升!行业迎来新转机?
Sou Hu Cai Jing· 2025-07-15 12:58
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]
重庆钢铁(601005) - 2025 Q2 - 季度业绩预告
2025-07-14 13:00
[Chongqing Iron & Steel Company Limited 2025 Semi-Annual Performance Forecast](index=1&type=section&id=%E9%87%8D%E5%BA%86%E9%92%A2%E9%93%81%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B82025%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A) This report provides the company's preliminary semi-annual performance forecast for 2025, detailing the expected significant reduction in net loss, the underlying operational improvements, and associated risk disclosures [Summary of Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company projects a significant reduction in net loss for H1 2025, with attributable net loss expected between RMB 120 million and RMB 140 million, representing a substantial year-on-year improvement Key Performance Indicators for H1 2025 Performance Forecast | Indicator | H1 2025 (Estimated, RMB) | H1 2024 (Prior Period, RMB) | Year-on-Year Change (RMB) | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | -140 million to -120 million | -689 million | Loss reduced by 549 million to 569 million | | Net Profit Attributable to Shareholders (Excluding Non-Recurring Items) | -150 million to -130 million | -691 million | Loss reduced by 541 million to 561 million | | Earnings Per Share | N/A | -0.08/share | N/A | - The data in this performance forecast has not been audited by an accounting firm[5](index=5&type=chunk) [Analysis of Performance Change Reasons](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The substantial reduction in loss is primarily attributed to the company's effective strategies in procurement, sales, and stringent production cost control, leading to improved efficiency and market presence - Integrated procurement and sales transformation enhanced business capabilities: **significant cost reduction** achieved through localized procurement and seizing price reduction opportunities; sales achieved breakthroughs in new user development, market share, and special steel proportion through agile linkage, regional coordination, and product structure optimization[7](index=7&type=chunk) - **Significant cost control achievements**: The company maintained a consistent intensive production model, effectively reducing product manufacturing costs through refined scheduling and strict process control, and significantly improving key production indicators such as blast furnace utilization, smelting cycle, and hot charging rate[7](index=7&type=chunk) [Risk Warning and Other Disclosures](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company confirms no material uncertainties affecting the forecast's accuracy, while reminding investors that the disclosed data is preliminary and subject to the final semi-annual report - The company declares no significant uncertain factors exist that would affect the accuracy of this performance forecast[8](index=8&type=chunk) - Investors are reminded that the forecast data represents preliminary accounting results, and the final accurate financial data will be based on the company's officially disclosed 2025 semi-annual report[9](index=9&type=chunk)
重庆钢铁:预计2025年上半年净利润为-1.4亿元至-1.2亿元
news flash· 2025-07-14 09:34
重庆钢铁(601005)公告,公司预计2025年半年度实现归属于上市公司股东的净利润为-1.4亿元至-1.2 亿元,与上年同期相比,预计减亏5.49亿元至5.69亿元。预计2025年半年度实现归属于上市公司股东的 扣除非经常性损益后的净利润预计为-1.5亿元至-1.3亿元,与上年同期相比,预计减亏5.41亿元至5.61亿 元。 ...