Core Viewpoint - The report highlights a slight decline in China's medium and thick wide steel plate production in May 2025, while showing an overall increase in production for the first five months of 2025 compared to the same period in 2024 [1] Industry Summary - In May 2025, China's medium and thick wide steel plate production reached 18.87 million tons, representing a year-on-year decrease of 1.3% [1] - Cumulative production from January to May 2025 was 94.694 million tons, reflecting a cumulative growth of 4.8% compared to the same period in the previous year [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, a leading industry consulting firm in China [1]

Market Overview - The Shanghai Composite Index fell by 0.12% on September 12, with 9 out of the 28 sectors rising, led by non-ferrous metals and real estate, which increased by 1.96% and 1.51% respectively [1] - The steel industry ranked third in terms of daily gains, rising by 1.41% [2] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 53.64 billion yuan, with 6 sectors seeing net inflows, primarily in the non-ferrous metals sector, which had a net inflow of 2.168 billion yuan [1] - The non-bank financial sector had the largest net outflow, totaling 8.138 billion yuan, followed by the electronics sector with a net outflow of 7.517 billion yuan [1] Steel Industry Performance - The steel industry saw a net inflow of 214 million yuan, with 33 out of 44 stocks in the sector rising, including one stock hitting the daily limit [2] - The top three stocks with the highest net inflow in the steel sector were Hualing Steel with 180 million yuan, followed by Bayi Steel with 171 million yuan, and Tai Steel with 60.46 million yuan [2] Individual Stock Performance - The top performers in the steel sector included Hualing Steel, which rose by 5.42%, and Bayi Steel, which increased by 10.02% [2][3] - The stocks with the largest net outflows included Baosteel with a net outflow of 209 million yuan, Hangang with 85.26 million yuan, and Baogang with 62.14 million yuan [2][3]

Core Viewpoint - Baosteel Co., Ltd. has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential investment opportunities [1][2]. Company Overview - Baosteel Co., Ltd. was established on June 29, 1999, and listed on March 9, 2001. The company is primarily engaged in mineral resource development and the production and sale of steel products [2]. - The main revenue composition includes steel products at 76.99%, with specific segments such as sheet metal (50.56%), pipes (10.99%), profiles (8.34%), and wire rods (7.10%) [2]. - The company is classified under the steel industry, specifically in the sub-sector of general steel and sheet metal [2]. Financial Performance - For the first half of 2025, Baosteel reported operating revenue of 31.33 billion yuan, a year-on-year decrease of 11.02%. However, the net profit attributable to shareholders increased by 39.99% to 151 million yuan [2]. - The company has distributed a total of 4.49 billion yuan in dividends since its A-share listing, with 90.58 million yuan distributed in the last three years [3]. Stock Market Activity - As of September 12, Baosteel's stock price increased by 36.17% year-to-date, with a recent trading price of 2.53 yuan per share and a market capitalization of 114.58 billion yuan [1]. - The stock has seen significant trading volume, with a net inflow of 4.08 million yuan from major funds and notable buying activity from large orders [1]. - Baosteel has appeared on the stock market's "Dragon and Tiger List" twice this year, with the latest instance on July 30, where it recorded a net purchase of 374 million yuan [1]. Shareholder Composition - As of June 30, 2025, Baosteel had approximately 929,800 shareholders, with an average of 33,750 shares held per shareholder, reflecting a decrease of 18.62% from the previous period [2][3]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 1.214 billion shares, and several ETFs that have increased their holdings significantly [3].

Market Performance - On September 11, the general steel sector rose by 1.15%, with Wujin Stainless Steel leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Individual Stock Performance - Wujin Stainless Steel (603878) closed at 7.05, with a gain of 7.63% and a trading volume of 683,900 shares, amounting to a transaction value of 472 million yuan [1] - Shougang Co. (000959) closed at 4.22, up 2.43%, with a trading volume of 364,500 shares and a transaction value of 152 million yuan [1] - Baotou Steel (600010) closed at 2.48, up 2.06%, with a trading volume of 9,690,400 shares and a transaction value of 2.377 billion yuan [1] - Other notable performances include Baosteel (600019) at 7.06 (+1.73%), and Maanshan Steel (600808) at 3.64 (+1.39%) [1] Capital Flow Analysis - The steel sector saw a net inflow of 106 million yuan from institutional investors, while retail investors experienced a net inflow of approximately 89.64 million yuan [2] - Notably, Wujin Stainless Steel had a net inflow of 4.02 million yuan from institutional investors, while retail investors saw a net outflow of 10.98 million yuan [3] - Baotou Steel had a significant net inflow of 103 million yuan from institutional investors, indicating strong institutional interest [3]

Core Viewpoint - Baosteel Co., Ltd. has shown a significant increase in stock price and trading activity, indicating strong market interest and potential investment opportunities [1][2]. Company Overview - Baosteel Co., Ltd. was established on June 29, 1999, and listed on March 9, 2001. The company is primarily engaged in the development and utilization of mineral resources, as well as the production and sale of steel products [2]. - The main revenue composition of Baosteel includes steel products at 76.99%, with flat products accounting for 50.56%, and other categories such as pipes (10.99%), profiles (8.34%), wires (7.10%), and others (0.65%) [2]. - The company belongs to the steel industry, specifically the general steel and flat products sector, and is associated with concepts such as debt-to-equity swaps, railway infrastructure, and state-owned enterprise reforms [2]. Financial Performance - For the first half of 2025, Baosteel reported operating revenue of 31.33 billion yuan, a year-on-year decrease of 11.02%. However, the net profit attributable to shareholders increased by 39.99% to 151 million yuan [2]. - The company has distributed a total of 4.49 billion yuan in dividends since its A-share listing, with 90.58 million yuan distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, Baosteel had 929,800 shareholders, an increase of 22.89% from the previous period. The average number of circulating shares per shareholder decreased by 18.62% to 33,750 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, holding 1.214 billion shares, and various ETFs such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, which have increased their holdings significantly [3]. Stock Performance - On September 11, Baosteel's stock price rose by 2.06% to 2.48 yuan per share, with a trading volume of 1.849 billion yuan and a turnover rate of 2.41%. The total market capitalization reached 112.316 billion yuan [1]. - Year-to-date, Baosteel's stock has increased by 33.48%, with a 1.64% rise over the last five trading days, a 0.80% decline over the last 20 days, and a 42.69% increase over the last 60 days [1].

Group 1 - The company held its 35th meeting of the 7th Board of Directors on September 10, 2025, with all 11 directors participating in the voting [2][5] - The meeting approved the proposal to expand the company's business scope and amend the Articles of Association, which will be submitted for shareholder approval [3][4][11] - The meeting also approved the revision of the Fixed Asset Investment Project Management Measures [6][8] Group 2 - The company will hold its third extraordinary general meeting of shareholders on September 26, 2025, at the Baotou City Information Building [7][14] - The voting for the shareholder meeting will be conducted through both on-site and online methods [14][15] - The registration for the meeting will take place from September 25 to September 26, 2025, at the company's office [21]

内蒙古包钢钢联股份有限公司 章 程 （修订稿，尚需股东大会审议批准） 中国·包头 二〇二五年九月 | . | | | | --- | --- | --- | | œ | 1 | ♪ + | | | | | | | 第一章 总则 第一条 为维护内蒙古包钢钢联股份有限公司（以下简称公司）、 股东、职工和债权人的合法权益，规范公司的组织和行为，根据《中 华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国证券 法》（以下简称《证券法》）、《上市公司章程指引》《中国共产党章程》 （以下简称《党章》）和其他有关规定，制订本章程。 公司根据《中国共产党章程》和其他党内法规，设立中共内蒙古 包钢钢联股份有限公司委员会（以下简称"公司党委"），公司党委发 挥领导作用，把方向、管大局、保落实。公司应当建立党的工作机构， 配齐配强党务工作人员，保障党组织的工作经费。 第十条 本公司章程自生效之日起，即成为规范公司的组织与行 为、公司与股东、股东与股东之间权利义务关系的具有法律约束力的 文件，对公司、股东、党委领导班子成员、董事、监事、经理及其他 高级管理人员均有约束力。依据本章程，股东可以起诉股东，股东可 以起诉公司董事 ...

| 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-062 | | --- | --- | --- | | 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 关于增加公司经营范围暨修订《公司章程》的公告 内蒙古包钢钢联股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日召开了第七届董事会第三十五次会议，会 议审议通过了《关于增加公司经营范围暨修订<公司章程>的 议案》,尚需提交公司股东大会审议。现将相关内容公告如下: 因公司生产经营需要，拟在现有经营范围中增加"雷电 防护装置检测""特种设备安装改造修理"内容，并修改《内 蒙古包钢钢联股份有限公司章程》以下对应条款。 | 原条款 | 修改后条款 | | --- | --- | | 第十三条 依法登记，公司的经营范 | 第十三条 依法登记，公司的经营范 | | 围： | 围： | | 一般项目:金属材料制造;钢压延加工; | 一般项目:金属材料制造;钢压延加工; | | 金属材料销售;冶金专用设备制造;冶金专用 | 金属材料销售;冶金专用设备制造;冶金专 | | 设备销售;通用设备制造 ...

1 1、关于增加公司经营范围暨修改 《公司章程》的议案 内蒙古包钢钢联股份有限公司 2025 年第三次临时股东大会 材 料 2025 年 9 月 目 录 1、关于增加公司经营范围暨修改《公司章程》的议案............2 因公司生产经营需要，拟在现有经营范围中增加"雷电防 护装置检测""特种设备安装改造修理"内容，并修改《内蒙古 包钢钢联股份有限公司章程》(以下简称《公司章程》)对应条 款。具体议案如下： 一、增加经营范围的原因 近日，公司工程服务公司提出，拟拓展雷电防护装置检测 业务及压力管道安装业务，突破现有承揽资质的壁垒，挖掘市 场潜力，不断提升公司综合竞争力。 二、增加经营范围的内容 拟在公司经营范围中增加"雷电防护装置检测""特种设备 安装改造修理"内容。 "雷电防护装置检测""特种设备安装改造修理"业务登记 并经有关部门批准、取得相关业务资质后开展经营活动。 对于经营范围新增内容，拟同步修改《公司章程》中对应 条款，具体修改情况如下： | 原条款 | 修改后条款 | | --- | --- | | 第十三条 依法登记，公司的经营范围： | 第十三条 依法登记，公司的经营范围： | | 一般 ...

证券代码：600010 证券简称：包钢股份 公告编号：2025-063 内蒙古包钢钢联股份有限公司 关于召开2025年第三次临时股东大会的通知 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法律责任。 重要内容提示： 一、 召开会议的基本情况 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 9 月 26 日 15 点 召开地点：内蒙古包头市昆区包钢信息大楼 713 室 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者 的投票，应按照《上海证券交易所上市公司自律监管指引第 1 号 — 规范运 作》等有关规定执行。 (七)涉及公开征集股东投票权 股东大会召开日期：2025年9月26日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 (一)股东大会类型和届次 2025年第三次临时股东大会 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 ...