Group 1 - The company announced a plan to repurchase shares through centralized bidding, which was approved in the 28th meeting of the 7th Board of Directors on April 17, 2025 [4] - The annual shareholders' meeting for 2024 is scheduled, with a record date for shareholders on May 15, 2025 [4] - The announcement includes details about the top ten shareholders and their respective shareholding percentages as of the record date [4][5] Group 2 - The announcement lists the top ten unrestricted shareholders, including major financial institutions such as Industrial and Commercial Bank of China and China Construction Bank [2][5] - Specific details regarding the number of shares held by each of the top shareholders were provided, although exact figures were not included in the text [2][4]

| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-037 | | --- | --- | --- | | 债券代码：163705 | 债券简称：20钢联03 | | | 债券代码：175793 | 债券简称：GC钢联01 | | | | 占公司无限售条 | | | --- | --- | --- | | 序号 股东名称 | 持股数量（股） 件股份总数的比 | | | | 例（%） | | | 包头钢铁（集团）有限责任公司 1 | 11,174,971,476 | 35.61 | | 香港中央结算有限公司 2 | 1,147,288,515 | 3.66 | | 中国证券金融股份有限公司 3 | 767,486,730 | 2.45 | | 中国工商银行股份有限公司－华泰 | | | | 柏瑞沪深 300 交易型开放式指数证 4 | 417,460,358 | 1.33 | | 券投资基金 | | | | 中国建设银行股份有限公司－易方 | | | | 达沪深 300 交易型开放式指数发起 5 | 294,658,180 | 0.94 | | 式证券投资基金 | | | | 中国北方 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥15.43 billion, a decrease of 13.04% compared to ¥17.75 billion in the same period last year[5] - Net profit attributable to shareholders was ¥44.96 million, down 29.33% from ¥63.63 million year-on-year[5] - Basic and diluted earnings per share were both ¥0.0010, a decrease of 28.57% from ¥0.0014 in the same period last year[5] - The company's operating profit for Q1 2025 was CNY 29,866,014.09, down 31.5% from CNY 43,582,901.39 in Q1 2024[19] - The net profit for Q1 2025 was CNY 6,591,954.77, a decline of 16.27% from CNY 7,873,089.65 in Q1 2024[20] - The total comprehensive income for Q1 2025 was approximately ¥196.82 million, down 53.5% from ¥422.89 million in Q1 2024[30] Cash Flow and Liquidity - The net cash flow from operating activities was -¥987.20 million, compared to -¥298.27 million in the previous year, indicating a significant decline[5] - The cash flow from operating activities for Q1 2025 is yet to be detailed in the provided documents[21] - The net cash flow from operating activities for Q1 2025 was approximately -¥653.70 million, compared to -¥224.05 million in Q1 2024[33] - Cash and cash equivalents decreased to RMB 7.01 billion from RMB 14.09 billion, representing a significant decline of approximately 50.3%[14] - Cash and cash equivalents at the end of the period were 2,335,899,638.00 RMB, down from 3,620,281,597.90 RMB, showing a decrease in liquidity[24] - The company's cash flow from operating activities was negative, highlighting potential challenges in generating cash from core operations[23] Assets and Liabilities - Total assets at the end of the reporting period were ¥152.22 billion, down 1.87% from ¥155.13 billion at the end of the previous year[5] - Current assets totaled RMB 38.12 billion, down from RMB 41.10 billion, indicating a decrease of about 7.2%[15] - Total liabilities decreased to RMB 38.57 billion from RMB 40.09 billion, indicating a decline of approximately 3.8%[15] - Total liabilities decreased to CNY 90,903,766,088.37 in the latest report, down from CNY 93,819,588,934.83[19] - The company's total liabilities decreased slightly to 94,572,253,285.87 RMB from 95,724,570,100.97 RMB, reflecting a minor reduction in debt levels[28] Shareholder Information - The company reported a significant pledge of shares by its largest shareholder, Baotou Steel Group, holding 55.38% of total shares[12] - The top ten shareholders collectively hold 99.99% of the company's shares, indicating a high concentration of ownership[12] - The company has not engaged in any securities lending or margin trading activities during the reporting period[13] Strategic Focus - The company is focusing on enhancing core competitiveness and product structure adjustment, particularly in high-end steel products and rare earth steel[4] - The company aims to expand market share and improve operational quality through the implementation of its "Eight Tasks" strategy[4] - The company is actively integrating into national and regional development strategies to optimize sales channels and increase the sales of high-efficiency products[4] Research and Development - Research and development expenses increased to CNY 166,269,044.53 in Q1 2025, up 96.00% from CNY 84,960,604.85 in Q1 2024[19] - Research and development expenses increased to approximately ¥110.84 million in Q1 2025, up 83.7% from ¥60.28 million in Q1 2024[30] Operating Costs - Total operating costs for Q1 2025 were CNY 15,516,243,358.17, down 12.73% from CNY 17,780,493,464.66 in Q1 2024[19] - The cost of goods sold in Q1 2025 was approximately ¥13.44 billion, down 17.0% from ¥16.20 billion in Q1 2024[30]

| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-036 | | --- | --- | --- | | 债券代码：163705 | 债券简称：20钢联03 | | | 债券代码：175793 | 债券简称：GC钢联01 | | 公司主要产品还有稀土精矿和萤石，2025 年第一季度主要经营 数据如下： | 主要产品 | 生产量（吨） | 销售量（吨） | 平均售价（不含税） （元/吨） | | --- | --- | --- | --- | | 稀土精矿（干量， REO=50%） | 107,454 | 107,454 | 18,618 | | 萤石 | 202,938 | 196,581 | 1,492 | 该经营数据未经审计，请投资者注意投资风险，谨慎使用。 特此公告。 内蒙古包钢钢联股份有限公司董事会 内蒙古包钢钢联股份有限公司 2025 年第一季度经营数据公告 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。 根据上海证券交易所《上市公司行业信息披露指引第七号——钢 铁》第二十二条的相关 ...

包钢股份（600010）公告，2025年第一季度营收为154.33亿元，同比下降13.04%；净利润为4496.43万 元，同比下降29.33%。 ...

包钢股份（SH 600010，收盘价：1.77元）4月23日晚间发布公告称，内蒙古包钢钢联股份有限公司于 2025年4月17日召开第七届董事会第二十八次会议，审议通过了《关于以集中竞价方式回购公司股份的 方案》，并于4月19日披露了《第七届董事会第二十八次会议决议公告》和《关于以集中竞价方式回购 公司股份方案的公告》。现将公司2025年4月18日前十大无限售条件股东披露如下：包头钢铁（集团） 有限责任公司持约111.75亿股，占比35.61%；香港中央结算有限公司持约10.96亿股，占比3.49%；中国 证券金融股份有限公司持约7.67亿股，占比2.45%；中国工商银行股份有限公司－华泰柏瑞沪深300交易 型开放式指数证券投资基金持约4.25亿股，占比1.36%；中国建设银行股份有限公司－易方达沪深300交 易型开放式指数发起式证券投资基金持约2.98亿股，占比0.95%；中国北方稀土（集团）高科技股份有 限公司持约2.63亿股，占比0.84%；中国工商银行股份有限公司－华夏沪深300交易型开放式指数证券投 资基金持约2.18亿股，占比0.69%；中国银行股份有限公司－嘉实沪深300交易型开放式指数证券投资基 ...

一、2025 年 4 月 18 日前十名股东持股信息 1 | | | 占公司无限售条 | | | --- | --- | --- | --- | | 序号 | 股东名称 | 持股数量（股） 件股份总数的比 | | | | | 例（%） | | | 1 | 包头钢铁（集团）有限责任公司 | 11,174,971,476 | 35.61 | | 2 | 香港中央结算有限公司 | 1,096,158,225 | 3.49 | | 3 | 中国证券金融股份有限公司 | 767,486,730 | 2.45 | | | 中国工商银行股份有限公司－华泰 | | | | 4 | 柏瑞沪深 300 交易型开放式指数证 | 425,329,468 | 1.36 | | | 券投资基金 | | | | | 中国建设银行股份有限公司－易方 | | | | 5 | 达沪深 300 交易型开放式指数发起 | 297,849,680 | 0.95 | | | 式证券投资基金 | | | | 6 | 中国北方稀土（集团）高科技股份有 限公司 | 263,083,300 | 0.84 | 2 | 股票代码：600010 | 股票简称：包钢股 ...

事件 4 月 18 日公司发布 2024 年报，实现营收 681 亿元，同比-3.51%； 归母净利润为 2.65 亿元，同比-48.64%。4Q24 收入为 182.24 亿元， 环比+24.34%，同比+7.31%；归母净利润为 7.81 亿元，环比扭亏、 同比+1835%。 点评 稀土业务量价齐升，大幅改善公司盈利。4Q24 公司销量环比增加， 主要产品稀土精矿、管材、板材、型材和线棒材销量分别环比 +31.89%/+10.78%/+7.11%/+54.50%/44.5%。价格方面，4Q24 公司 与北方稀土稀土精矿关联交易价格环比+6.22%；考虑公司稀土 资源来自尾矿库，成本或相对平稳，因而稀土业务量价齐升或为 公司业绩环比显著改善原因。4Q24 公司毛利、毛利率分别环比 +58.04%、+1.68pct 至 14.35 亿元、7.87%。 期间费率下降，研发保持高投入。4Q24 公司期间费用环比+9.29% 至 12.00 亿元，期间费率环比-0.91pct 至 6.58%；其中销售、管 理费率分别环比-0.09/-0.91pct 至 0.11%/2.80%。公司持续保持 高研发水平，4Q24 研 ...

事件 4 月 18 日公司发布 2024 年报，实现营收 681 亿元，同比-3.51%； 归母净利润为 2.65 亿元，同比-48.64%。4Q24 收入为 182.24 亿元， 环比+24.34%，同比+7.31%；归母净利润为 7.81 亿元，环比扭亏、 同比+1835%。 点评 稀土业务量价齐升，大幅改善公司盈利。4Q24 公司销量环比增加， 主要产品稀土精矿、管材、板材、型材和线棒材销量分别环比 +31.89%/+10.78%/+7.11%/+54.50%/44.5%。价格方面，4Q24 公司 与北方稀土稀土精矿关联交易价格环比+6.22%；考虑公司稀土 资源来自尾矿库，成本或相对平稳，因而稀土业务量价齐升或为 公司业绩环比显著改善原因。4Q24 公司毛利、毛利率分别环比 +58.04%、+1.68pct 至 14.35 亿元、7.87%。 期间费率下降，研发保持高投入。4Q24 公司期间费用环比+9.29% 至 12.00 亿元，期间费率环比-0.91pct 至 6.58%；其中销售、管 理费率分别环比-0.09/-0.91pct 至 0.11%/2.80%。公司持续保持 高研发水平，4Q24 研 ...

| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-028 | | --- | --- | --- | | 债券代码：163705 | 债券简称：20钢联03 | | | 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 关于变更会计政策的公告 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。 重要内容提示： ●本次会计政策变更是内蒙古包钢钢联股份有限公司（以下简称"公 司"）根据财政部《解释第 17 号》和《解释第 18 号》的要求进行的合理 变更，变更后的会计政策能够更加客观、公允地反映公司的财务状况和经 营成果，符合相关法律法规的规定和公司实际情况，不会对公司财务状况、 经营成果和现金流量产生重大影响，不存在损害公司和中小股东利益的情 形。 一、本次会计政策变更的概述 公司根据财政部于 2023 年 10 月发布《企业会计准则解释第 17 号》 （财会〔2023〕21 号，以下简称"解释第 17 号"）和 2024 年 12 月 6 日 发布《企业会计准 ...