| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-071 | | --- | --- | --- | | 债券代码：175793 | 债券简称：GC钢联01 | | 内蒙古包钢钢联股份有限公司 第七届监事会第二十三次会议决议公告 本公司监事会及全体监事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个别及连带责任。 内蒙古包钢钢联股份有限公司（以下简称"公司"）第七届监事会第 二十三次会议通知和议案等书面材料于 2025 年 10 月 24 日以专人及发送 电子邮件方式送达各位监事，会议于 2025 年 10 月 27 日以通讯方式召开。 本次会议应参加表决监事 3 人，实际参加表决监事 3 人。 一、监事会会议召开情况 监事会对公司 2025 年第三季度报告进行了审核，对编制和审议过程 进行了全面了解后一致认为：2025 年第三季度报告的编制和审议程序符 合法律、法规、《公司章程》和公司内部管理制度的各项规定，报告的内 容和格式符合中国证监会和上海证券交易所的各项规定，包含的信息能够 真实、客观地反映公司的财务状况和经营成果，不存 ...

| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-070 | | --- | --- | --- | | 债券代码：175793 | 债券简称：GC钢联01 | | 内蒙古包钢钢联股份有限公司 第七届董事会第三十七次会议决议公告 本公司董事会及全体董事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个别及连带责任。 一、董事会会议召开情况 公司 2025 年第三季度报告内容详见 10 月 28 日在上海证券交易 所网站 （www.sse.com.cn）披露的《内蒙古包钢钢联股份有限公司 2025 年第三季度报告》。 本议案已经公司审计委员会审议通过。 议案表决结果：同意 11 票，弃权 0 票，反对 0 票。 内蒙古包钢钢联股份有限公司（以下简称"公司"）第七届董事 会第三十七次会议通知和议案等书面材料于 2025 年 10 月 24 日以专 人及发送电子邮件方式送达各位董事，会议于 2025 年 10 月 27 日以 通讯表决的方式召开。本次会议应参加表决董事 11 人，实际参加表 决董事 11 人。会议的召开符合有关法律、行政法 ...

Financial Performance - The net profit attributable to shareholders for the first three quarters reached CNY 233 million, an increase of CNY 74.9 million year-on-year[3]. - Total revenue for the reporting period was CNY 16.75 billion, representing a year-on-year increase of 14.29%[7]. - The total profit for the period was CNY 140.87 million, with a total profit of CNY 309.25 million year-to-date[7]. - The basic earnings per share for the reporting period was CNY 0.0018, with a diluted earnings per share also at CNY 0.0018[7]. - Net profit attributable to the parent company for the first three quarters of 2025 was CNY 6.13 billion, compared to CNY 5.98 billion in 2024, reflecting a growth of 2.5%[19]. - The net profit for the first three quarters of 2025 is CNY 239,016,879.88, a significant recovery from a net loss of CNY 695,344,008.22 in the same period of 2024[21]. - Operating profit for the current period is CNY 321,745,496.20, compared to an operating loss of CNY 676,711,598.49 in the previous year[21]. - Total revenue for the first three quarters of 2025 was ¥45.27 billion, a decrease of 7.5% compared to ¥48.71 billion in the same period of 2024[32]. - Net profit for the first three quarters of 2025 was ¥319.31 million, a decline of 15.9% compared to ¥379.64 million in 2024[33]. Production and Sales - The company produced 7.1114 million tons of specialty steel from January to September, up 18.1% year-on-year, with rare earth steel new material output increasing by 8.28%[4]. - The sales volume of heavy rails increased by 23.59%, oriented silicon steel sales surged by 375.27%, and automotive steel sales rose by 20.1% during the same period[4]. Costs and Expenses - The manufacturing cost per ton of steel decreased by 2.45% compared to the previous year, following a 2.8% reduction in the prior year[4]. - Total operating costs for the first three quarters of 2025 were CNY 47.65 billion, down 5.2% from CNY 50.24 billion in 2024[20]. - Research and development expenses increased significantly to CNY 712.82 million, up 92.3% from CNY 370.58 million in the previous year[20]. - Research and development expenses increased significantly to ¥545.93 million, up 126.7% from ¥240.71 million in 2024[33]. Assets and Liabilities - Total assets at the end of the reporting period amounted to CNY 155.47 billion, reflecting a 0.22% increase from the end of the previous year[7]. - Total assets as of the end of the reporting period amounted to ¥157.37 billion, an increase from ¥153.97 billion year-over-year[30]. - Total liabilities increased to CNY 93.99 billion, compared to CNY 93.82 billion in the previous year, indicating a rise of 0.2%[19]. - Total liabilities reached ¥98.88 billion, up from ¥95.72 billion in the previous year[30]. - Non-current liabilities totaled ¥25.02 billion, an increase of 9.8% from ¥22.79 billion in 2024[30]. Cash Flow - Cash flow from operating activities for the first three quarters of 2025 is CNY 740,107,618.48, down from CNY 897,619,923.10 in 2024[25]. - The company incurred a net cash outflow from investing activities of CNY 1,388,076,452.60 in the first three quarters of 2025, compared to CNY 1,960,808,716.65 in 2024[26]. - The net cash flow from investment activities was -¥1,397,378,365.07 in 2025, an improvement from -¥1,913,449,502.01 in 2024, indicating a reduction in cash outflow by approximately 27%[36]. - The total cash outflow from operating activities was ¥53,904,402,658.02 in 2025, compared to ¥55,944,319,135.58 in 2024, reflecting a decrease of approximately 3.7%[36]. Shareholder Information - The top shareholder, Baotou Steel (Group) Co., Ltd., holds 55.38% of the shares, amounting to 25,082,792,537 shares[12]. - The total number of ordinary shareholders at the end of the reporting period was 830,188[12]. - The company has repurchased a total of 18,322,600 shares, representing 0.040% of the total share capital, with a total expenditure of RMB 41,500,026[14]. - The company plans to repurchase shares with a total amount not less than RMB 100 million and not exceeding RMB 200 million within 12 months[14]. - The maximum repurchase price for shares is set at RMB 2.73 per share[14]. Inventory and Receivables - The accounts receivable increased to RMB 4,257,551,255.83 from RMB 3,855,735,508.90, indicating a growth of approximately 10.4%[16]. - The company reported a significant increase in receivables financing, rising to RMB 8,786,485,362.27 from RMB 4,655,648,927.49, reflecting a growth of approximately 88.5%[16]. - The company’s inventory decreased to CNY 14.22 billion from CNY 14.78 billion, a reduction of 3.8%[17]. - The company’s inventory decreased to CNY 11,484,930,236.00 as of September 30, 2025, from CNY 12,085,584,529.39 at the end of 2024[28].

【包钢股份：前三季度净利润为2.33亿元】智通财经10月27日电，包钢股份(600010.SH)公告称，包钢股 份(600010.SH)发布2025年第三季度报告，前三季度实现营业收入480.80亿元，同比下降3.58%；归属于 上市公司股东的净利润为2.33亿元。 转自：智通财经 ...

Core Viewpoint - Baosteel Co., Ltd. (600010.SH) reported a decline in revenue and net profit for the first three quarters of 2025, indicating potential challenges in the company's financial performance [1] Financial Performance - The company achieved an operating income of 48.08 billion yuan for the first three quarters, representing a year-on-year decrease of 3.58% [1] - The net profit attributable to shareholders of the listed company was 233 million yuan [1]

Core Viewpoint - Baogang Co., Ltd. (600010) reported a significant improvement in its financial performance for the third quarter of 2025, indicating a positive turnaround in profitability and revenue growth [1] Financial Performance - The company's revenue for the third quarter reached 16.751 billion yuan, representing a year-on-year increase of 14.29% [1] - Net profit for the third quarter was 81.2445 million yuan, marking a return to profitability compared to the previous year [1] - For the first three quarters of 2025, the net profit totaled 233 million yuan, also reflecting a turnaround from losses in the same period last year [1]

Group 1 - The core point of the article is that Baosteel Co., Ltd. reported a revenue of 16.751 billion yuan for the third quarter, representing a year-on-year increase of 14.29% [1] - The net profit for the third quarter was 81.2445 million yuan [1] - For the first three quarters, the total revenue was 48.08 billion yuan, showing a year-on-year decline of 3.58% [1] - The net profit for the first three quarters amounted to 233 million yuan [1]

Market Performance - The steel sector saw an increase of 1.78% on October 27, with Xinxing Casting leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Individual Stock Performance - Xinxing Casting (000778) closed at 4.32, up 6.93% with a trading volume of 4.0121 million shares and a transaction value of 1.76 billion [1] - Anyang Iron & Steel (600569) closed at 2.44, up 5.63%, with a trading volume of 1.571 million shares and a transaction value of 387 million [1] - Other notable performers include Sangang Min Guang (002110) up 3.98%, Baosteel (600019) up 1.82%, and Hualing Steel (000932) up 2.96% [1] Capital Flow - The steel sector experienced a net inflow of 680 million in main funds, while retail funds saw a net outflow of 355 million [2] - The main funds' net inflow for Xinxing Casting was 2.33 billion, representing 13.23% of its total trading volume [3] - Anyang Iron & Steel had a main fund net inflow of 84.75 million, accounting for 21.90% of its trading volume [3]

Core Viewpoint - The steel sector experienced a significant upward movement on October 27, with multiple companies reaching their daily price limits and notable gains in stock prices [1] Company Performance - Changbao Co., Ltd. and Xinxing Ductile Iron Pipes Co., Ltd. both hit the daily limit up [1] - CITIC Special Steel achieved a stock price increase of over 7% [1] - Other companies such as Youfa Group, Jinzhu Pipeline, Shougang Corporation, Baosteel, and Taiyuan Iron & Steel Co., Ltd. also reported substantial gains [1]

Core Insights - As of October 24, a total of 455 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more [1] - The stock with the longest continuous net outflow is Tianma Technology, with 28 days, followed by Enwei Pharmaceutical with 20 days [1] - BYD has the largest total net outflow amount, with 4.402 billion yuan over six days, followed by Baogang Co. with 3.146 billion yuan over nine days [1] Summary by Category Continuous Net Outflow Stocks - The stocks with the longest continuous net outflows include: - Tianma Technology: 28 days, 0.552 billion yuan, -6.96% [1] - Enwei Pharmaceutical: 20 days, data not specified [1] Largest Net Outflow Amounts - BYD: 6 days, 4.402 billion yuan, 18.18% of trading volume, -2.99% [1] - Baogang Co.: 9 days, 3.146 billion yuan, 6.34% of trading volume, -5.73% [1] - Zijin Mining: 7 days, 2.087 billion yuan, 3.67% of trading volume, -3.07% [1] Net Outflow Proportions - BYD has the highest proportion of net outflow relative to trading volume at 18.18% [1] - Other notable stocks with significant net outflow proportions include: - Zhongjin Gold: 5 days, 1.261 billion yuan, 9.60% [1] - Huaneng Power: 5 days, 0.517 billion yuan, 11.47% [1]