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） ...

Group 1 - Steel stocks experienced significant declines, with China Hanking (03788) down 10% to HKD 4.32, Ansteel (00347) down 5.58% to HKD 2.03, Chongqing Steel (01053) down 4.55% to HKD 1.26, and Maanshan Steel (00323) down 4.24% to HKD 2.71 [1] - The National Bureau of Statistics reported that China's crude steel production is expected to reach 960 million tons in 2025, a year-on-year decrease of 4.4%, marking the first time in six years that production falls below 1 billion tons [1] - The market anticipates that the apparent consumption of crude steel in 2025 will be 826 million tons (excluding steel billets), representing a year-on-year decline of 7.1%, indicating persistent supply-demand imbalances [1] Group 2 - According to Guotai Junan Securities, the demand for steel from the real estate sector is expected to continue its downward trend, but the negative impact of real estate on steel demand has significantly weakened [1] - Steel demand from infrastructure and manufacturing sectors is projected to grow steadily [1] - Approximately 60% of steel companies are currently operating at a loss, and market-driven supply adjustments have begun to emerge, with expectations for supply-side contraction to continue, leading to gradual recovery in the steel fundamentals [1]

| 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%。 ...

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]

Group 1 - The company has established a management approach for asset impairment provisions and write-offs, ensuring compliance with state-owned asset supervision requirements and accounting standards [1]

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]