股票代码：600010 股票简称：包钢股份 编号： （临）2025-058 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 第七届监事会第二十二次会议决议公告 二、会议审议情况 （一）会议审议通过了《公司 2025 年半年度报告》 监事会对公司 2025 年半年度报告进行了审核，对编制和审议过程进 行了全面了解后一致认为：2025 年半年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，不存在任何虚假、误导性陈 述及重大遗漏。在提出本意见前，未发现参与 2025 年半年度报告编制和 审议的人员有违反保密规定的行为。 议案表决结果：同意 3 票，弃权 0 票，反对 0 票。 （二）会议审议通过了《关于对包钢集团财务有限责任公司 2025 年 半年度风险评估报告》 具体内容详见 8 月 26 日在上海证券交易所网站（www.sse.com.cn） 披露的《关于对包钢集团财务有限责任公司 2025 年半年度风险评估报 告》。 本公司监事会 ...

Core Viewpoint - The rare earth sector in A-shares has become a market highlight, with significant price increases driven by favorable policies and strong demand in high-tech applications [1][2][3] Group 1: Market Performance - On August 25, the Shanghai Composite Index reached a ten-year high, closing at 3883.56 points, with the rare earth sector leading the gains [1] - The China Rare Earth Industry Index rose by 6.46% to 2664.94 points, with several stocks hitting the daily limit, including Jinli Permanent Magnet and Dadi Bear [1] - Year-to-date, the China Rare Earth Industry Index has increased by 68.31%, and all four rare earth-themed ETFs have reported returns exceeding 58% [1][2] Group 2: ETF Performance - The E Fund Rare Earth ETF leads with a 60.28% return, followed closely by other ETFs with returns ranging from 58.26% to 59.33% [2] - Recent inflows into rare earth ETFs exceeded 1 billion yuan, with the E Fund Rare Earth ETF attracting the most at 538 million yuan [2] Group 3: Policy Impact - The recent implementation of the "Interim Measures for Total Quantity Control Management of Rare Earth Mining and Separation" on August 22 is expected to enhance price control and create new opportunities for the rare earth industry [2][3] - Analysts suggest that the policy will likely lead to increased export prices for rare earth products, benefiting the sector in the long term [3][4] Group 4: Future Outlook - The rare earth sector is supported by growing demand in renewable energy and high-end manufacturing, indicating a positive long-term outlook [4] - However, the sector's short-term performance may be volatile due to policy sentiment and market demand fluctuations, necessitating cautious investment strategies [4]

Core Viewpoint - Baogang Co., Ltd. reported a mixed performance in the first half of 2025, with a decline in revenue but significant growth in net profit, indicating resilience in a challenging steel industry environment [2][4]. Financial Performance - Revenue for the first half of 2025 was 31.33 billion yuan, a decrease of 11.02% year-on-year [3][4]. - Net profit attributable to shareholders was 151 million yuan, an increase of 39.99% year-on-year [2][4]. - Total profit reached 168 million yuan, up 148.57% year-on-year [3]. - Net cash flow from operating activities was 179 million yuan, reflecting a growth of 7.96% [2][3]. Production and Sales - Iron production reached 703,030 tons, while steel production was 749,470 tons, and finished product output was 694,170 tons [5]. - The company produced and sold various steel products, with pipe production at 87,130 tons and sales at 86,730 tons, achieving an average selling price of 3,937 yuan per ton [5][6]. - The average selling prices for other products were 3,341 yuan per ton for plates, 3,604 yuan per ton for profiles, and 2,926 yuan per ton for rebar [5][6]. Strategic Focus - The company aims to enhance its "high-quality specialty steel + series rare earth steel" strategy amidst the tough steel market [7]. - Baogang successfully developed new rare earth steel materials, achieving a record high of 101,710 tons in sales of rare earth steel new materials [7]. - The company plans to produce 390,000 tons of rare earth concentrate in 2025, leveraging its unique resource advantages [8]. Market Context - The average value of the China Steel Price Index (CSPI) was 93.75 points, down 13.35% year-on-year, indicating a challenging pricing environment for steel products [4]. - The rare earth price index showed a stable trend with gradual recovery during the reporting period [6].

智通财经APP讯，包钢股份(600010.SH)披露2025年半年度报告，报告期公司实现营收313.29亿元，同比 下降11.02%;归母净利润1.51亿元，同比增长39.99%;扣非净利润1.07亿元，同比增长67.98%;基本每股收 益0.0033元。 ...

智通财经APP讯，包钢股份(600010.SH)披露2025年半年度报告，报告期公司实现营收313.29亿元，同比 下降11.02%;归母净利润1.51亿元，同比增长39.99%;扣非净利润1.07亿元，同比增长67.98%;基本每股收 益0.0033元。 ...

2025.08.25 8月25日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 汇顶科技：公司总裁柳玉平因涉嫌内幕交易被证监会立案 汇顶科技公告，公司总裁柳玉平于2025年8月22日收到中国证券监督管理委员会下发的《立案告知 书》，因涉嫌内幕交易，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规， 中国证监会决定对柳玉平进行立案。本次立案系针对柳玉平个人，与公司日常经营管理和业务活动无 关，不会对公司及子公司生产经营活动产生影响。 东风科技：东风投资将成为公司间接股东 东风科技公告，8月22日，间接股东东风汽车集团股份有限公司与东风汽车集团(武汉)投资有限公司 （简称"东风投资"）签署了《东风汽车集团(武汉)投资有限公司与东风汽车集团股份有限公司之吸收合 并协议》，东风投资拟吸收合并东风集团股份。本次间接股东吸收合并完成后，东风投资将成为公司间 接股东。本次间接股东吸收合并不会导致公司控股股东、实际控制人发生变化，不会对公司正常生产经 营活动构成重大影响。 华依科技：筹划发行H股股票并在香港联交所上市 华依科技公告，公司为满足国际化战略及 ...

Core Viewpoint - Baosteel Co., Ltd. reported significant growth in revenue and profit for the first half of 2025, demonstrating resilience in a challenging steel industry environment [1] Financial Performance - The company achieved operating revenue of 31.329 billion yuan and a total profit of 168 million yuan, marking a year-on-year increase of 148.57% [1] - Net profit attributable to shareholders reached 151 million yuan, up nearly 40% year-on-year, while the non-recurring net profit was 107 million yuan, reflecting a growth of 67.98% [1] Production Capacity and Resources - Baosteel has established an annual production capacity of 17.5 million tons of iron, steel, and related materials, with equipment levels reaching world-class standards [1] - The company possesses a rare earth concentrate production capacity of 450,000 tons and a fluorite concentrate capacity of 650,000 tons, supplying raw materials for the rare earth smelting and fluorochemical industries [1] Market Strategy and Product Development - In response to the steel industry's challenges, Baosteel focused on cost reduction and efficiency improvement, aiming for long-term stable profitability in its core steel business [1] - The company produced 7.0303 million tons of iron, 7.4947 million tons of steel, and 6.9417 million tons of finished products in the first half of the year [1] - Baosteel's strategy includes a shift towards high-value-added products, successfully supplying well-known domestic manufacturers and key national projects, such as the heavy rail for the Sichuan-Chongqing railway [2] Transition to New Materials - The company is accelerating its transformation from a steel manufacturer to a steel new materials service provider, focusing on renewable energy projects and developing a series of rare earth steel new materials [2] - Baosteel aims to enhance its product premium capabilities by meeting the high-performance steel demands of key projects in wind power, hydropower, and hydrogen energy [2] Resource Reserves - Baosteel's controlling shareholder, Baogang Group, has exclusive rights to the Baiyun Obo mine, known as a world-renowned resource treasure, which significantly contributes to the company's resource base [2] - The Baiyun Obo West mine has confirmed iron ore reserves of 660 million tons, and the tailings reservoir contains approximately 200 million tons of resources with a rare earth grade of about 7% [2] Rare Earth Market Insights - According to the China Rare Earth Industry Association, the rare earth price index has shown a stable and gradually recovering trend, with the average price of praseodymium-neodymium oxide increasing by 12.56% year-on-year [3] - In the first half of the year, Baosteel produced 211,100 tons of rare earth concentrate and sold 204,900 tons, with an average selling price of 18,700 yuan per ton, reflecting a year-on-year increase of approximately 700 yuan per ton [3]

8月25日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 2025.08. 25 东风科技：东风投资将成为公司间接股东 【品大事】 汇顶科技：公司总裁柳玉平因涉嫌内幕交易被证监会立案 汇顶科技公告，公司总裁柳玉平于2025年8月22日收到中国证券监督管理委员会下发的《立案告知 书》，因涉嫌内幕交易，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法 规，中国证监会决定对柳玉平进行立案。本次立案系针对柳玉平个人，与公司日常经营管理和业务活 动无关，不会对公司及子公司生产经营活动产生影响。 东风科技公告，8月22日，间接股东东风汽车集团股份有限公司与东风汽车集团(武汉)投资有限公司 （简称"东风投资"）签署了《东风汽车集团(武汉)投资有限公司与东风汽车集团股份有限公司之吸收 合并协议》，东风投资拟吸收合并东风集团股份。本次间接股东吸收合并完成后，东风投资将成为公 司间接股东。本次间接股东吸收合并不会导致公司控股股东、实际控制人发生变化，不会对公司正常 生产经营活动构成重大影响。 华依科技：筹划发行H股股票并在香港联交所上市 华依科技公告，公司为满足国际化战略 ...

每经记者｜范芊芊 每经编辑｜陈俊杰 并购重组 晶升股份：筹划购买北京为准控股权 晶升股份公告称，公司正在筹划以发行股份及支付现金的方式购买北京为准智能科技股份有限公司的控 股权，同时拟募集配套资金。由于相关事项存在不确定性，为保证公平信息披露，维护投资者利益，避 免造成公司股价异常波动，公司股票将于2025年8月26日开市起停牌，预计停牌时间不超过10个交易 日。 天康生物：拟收购羌都畜牧51%股权 天康生物公告称，公司与七星羌都集团、羌都畜牧签署股权收购框架协议，拟以支付现金方式收购羌都 畜牧51%股权，预计将实现对羌都畜牧控股。本次交易预计不构成重大资产重组。羌都畜牧主营生猪养 殖和销售，采用"自繁自养"模式。 联创电子：拟1.07亿元回购合肥智行光电33.33%股权 联创电子公告称，公司与融创岭岳签署《股权转让协议》，将回购其持有的合肥智行光电33.33%的股 权，交易对价为1.07亿元。此次回购符合《增资合同》和《股权转让协议》的约定，不会影响公司发展 战略和经营规划。回购完成后，融创岭岳将不持有合肥智行股权，公司将持有合肥智行100%股权。 业绩披露 江淮汽车：上半年归母净利润亏损7.73亿元 江淮 ...

格隆汇8月25日丨包钢股份(600010.SH)披露半年报，公司上半年实现营业收入313.29亿元，同比下降 11.02%；归属于上市公司股东的净利润1.51亿元，同比增长39.99%；基本每股收益0.0033元。 ...