Core Viewpoint - The China Securities Resource Selection Index has shown a decline in performance over the past month, three months, and year-to-date, indicating a challenging environment for resource-related companies in the A-share market [2]. Group 1: Index Performance - The China Securities Resource Selection Index closed at 2273.45 points, with a decline of 6.22% over the past month, 2.91% over the past three months, and 2.37% year-to-date [1][2]. - The index reflects the overall performance of listed companies in the energy and materials sectors, with a base date of December 31, 2004, set at 1000.0 points [2]. Group 2: Index Composition - The top ten weighted companies in the index include Zijin Mining (8.09%), China Shenhua (3.57%), Wanhua Chemical (2.85%), China Petroleum (2.5%), and China Petrochemical (2.3%) [2]. - The index's holdings are primarily listed on the Shanghai Stock Exchange (67.70%) and the Shenzhen Stock Exchange (32.30%) [2]. Group 3: Sector Allocation - The sector allocation of the index shows that non-ferrous metals account for 37.26%, chemicals for 26.79%, energy for 21.79%, steel for 7.21%, non-metallic materials for 5.70%, and paper and packaging for 1.25% [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3].

Group 1 - The actual controller, chairman, and CEO of Juran Smart Home, Wang Linpeng, has been detained, but the company's operations remain normal and unaffected [1] - Juran Smart Home reported a total revenue of 12.966 billion yuan in 2024, a decrease of 4.04% year-on-year, and a net profit of 883 million yuan, down 32.08% year-on-year, primarily due to economic fluctuations and increased competition in the home furnishing market [3][4] Group 2 - China Bank plans to raise up to 165 billion yuan through a private placement of A-shares, with the funds aimed at increasing its core tier one capital [4] - The issuance price for China Bank's shares is set at 6.05 yuan per share, which is 80% of the average trading price over the previous 20 trading days [4] - The Bank of Communications also plans to raise up to 120 billion yuan through a private placement, with the funds also designated for core tier one capital [5] Group 3 - SANY Heavy Industry reported a total revenue of 78.383 billion yuan in 2024, an increase of 5.9% year-on-year, and a net profit of 5.975 billion yuan, up 31.98% year-on-year [6][7] - The company's international main business revenue reached 48.513 billion yuan, accounting for 63.98% of total revenue, with significant growth in various regions [6][8] - SANY Heavy Industry has established 37 lighthouse factories and is recognized for its advanced smart manufacturing capabilities [8] Group 4 - East China Pharmaceutical achieved a total revenue of 41.906 billion yuan in 2024, a growth of 3.16%, and a net profit of 3.512 billion yuan, up 23.72% year-on-year [10][11] - The company has a robust pipeline of over 80 innovative drugs, focusing on diabetes and oncology [11][12] Group 5 - EVE Energy reported a total revenue of 48.615 billion yuan in 2024, a slight decrease of 0.35%, with a net profit of 4.076 billion yuan, an increase of 0.63% [13][14] - The company has seen significant growth in its energy storage business, with a shipment volume of 50.45 GWh, a year-on-year increase of 91.90% [15] Group 6 - China Unicom reported a revenue of 103.35 billion yuan in Q1 2025, a growth of 3.9%, and a net profit of 2.61 billion yuan, up 6.5% year-on-year [19] - Lens Technology achieved a revenue of 17.063 billion yuan in Q1 2025, a growth of 10.10%, with a net profit of 429 million yuan, up 38.71% year-on-year [20] Group 7 - Fuyao Glass reported a revenue of 9.910 billion yuan in Q1 2025, a growth of 12.16%, with a net profit of 2.030 billion yuan, up 46.25% year-on-year [21] - Zhuye Group reported a revenue of 4.803 billion yuan in Q1 2025, a growth of 8.50%, with a net profit of 277 million yuan, up 74.07% year-on-year [23] Group 8 - Cailong Technology reported a net profit growth of 87.55% in 2024, with total revenue of 11.664 billion yuan [32] - Ziyan Food reported a revenue of 3.363 billion yuan in 2024, with a net profit growth of 4.5% [33] Group 9 - Shunyi Environmental reported a revenue of 12.678 billion yuan in 2024, with a net profit growth of 41.58% [35] - Shougang Group turned a profit in Q1 2025, reporting a revenue of 26.533 billion yuan, down 10.18%, with a net profit of 328 million yuan [36] Group 10 - Keda Li reported a revenue of 12.030 billion yuan in 2024, with a net profit growth of 22.55% [38] - Betta Pharmaceuticals reported a revenue of 2.892 billion yuan in 2024, with a net profit growth of 15.67% [40] Group 11 - New Australia reported a revenue of 4.841 billion yuan in 2024, with a net profit growth of 5.96% [41] - Fawer reported a revenue of 16.468 billion yuan in 2024, with a net profit growth of 11.93% [42] Group 12 - Zhongwei Company reported a revenue of 9.065 billion yuan in 2024, with a net profit decrease of 9.53% [43] - Changying Precision reported a revenue of 16.934 billion yuan in 2024, with a net profit growth of 800% [44] Group 13 - Stanley reported a revenue of 10.263 billion yuan in 2024, with a net profit growth of 17.89% [45] - Puyang reported a revenue of 5.192 billion yuan in 2024, with a net profit decrease of 45.48% [46] Group 14 - Huangshi Group received a notice of administrative penalty for failing to disclose significant contracts, with potential fines for the company and responsible individuals [47] - Baosteel announced plans to acquire a 49% stake in Maanshan Steel through a combination of cash purchases and capital increases, with an estimated total investment of 9 billion yuan [48][49] Group 15 - Shengquan Group reported a revenue of 2.459 billion yuan in Q1 2025, with a net profit growth of 50.46% [50]

股权转让事项及增资事项完成后，公司及宝钢股份将分别持有目标公司各自51%及49%的股权，且目标 公司将成为公司的非全资附属公司。 目标公司为于2024年12月23日在中国注册成立的有限责任公司，于本公告日期注册资本人民币10亿元， 为公司全资附属公司。目标公司的主要业务为钢铁制造。 股权转让事项以及增资事项有助于优化公司资本结构、增强资本实力，为后续发展提供资金支持。 借股权转让事项以及增资事项引入的投资者宝钢股份为全球领先的现代化钢铁企业，其建立了覆盖全 国、遍及世界的营销和加工服务网络，在产品和区域上与公司的附属公司，即目标公司，具有较高的协 同度。因此，股权转让事项以及增资事项有助于充分发挥宝钢股份的体系优势、市场影响力、技术领 先、人才优势及协同经验，推进目标公司在管理模式、商业模式等方面的革新，实现宝钢股份和目标公 司协同发展，促进目标公司提高核心竞争力和综合实力，加快公司新一轮规划的调整与落地，更好地落 实公司整体战略，有益于公司长远合规及高质量发展。 （原标题：马鞍山钢铁股份(00323)：马鞍山钢铁拟引入投资者宝钢股份） 智通财经APP讯，马鞍山钢铁股份(00323)发布公告，2025年4月1 ...

重要公告： 华鲁恒升：拟2亿元—3亿元回购股份用于注销 亚振家居：控股股东筹划控制权变更事项股票18日起停牌 中国联通：一季度净利润同比增长6.5% 同飞股份：一季度净利润同比增长1104.89% 长盈精密：2024年净利润同比增长800.24% 拟10派1.3元 沪市重要公告： 华鲁恒升：拟2亿元—3亿元回购股份用于注销 亚振家居（603389）公告，因公司控股股东上海亚振投资有限公司正在筹划重大事项，该事项可能导致 公司控制权发生变更，经公司申请，公司股票将于2025年4月18日（星期五）开市起停牌，停牌时间不 超过2天。 圣泉集团：一季度净利润同比增长50.46% 圣泉集团（605589）公告，第一季度实现营业收入24.59亿元，同比增长15.14%；净利润2.07亿元，同 比增长50.46%；基本每股收益0.25元。 中国联通：一季度净利润同比增长6.5% 中国联通（600050）公告，公司2025年第一季度实现营业收入1033.5亿元，同比增长3.9%；归属于母公 司净利润26.1亿元，同比增长6.5%；基本每股收益0.083元。 华鲁恒升（600426）公告，公司拟2亿元—3亿元回购股份用于注销并 ...

Group 1 - Sanan Optoelectronics received a loan commitment letter from China Industrial Bank for a repurchase loan of 1 billion yuan, valid for three years, to support stock buybacks [2] - Changying Precision reported a 23.40% increase in revenue to 16.934 billion yuan and an 800.24% increase in net profit to 772 million yuan for 2024, driven by humanoid robot projects [2] - Zhuhai Group's Q1 net profit increased by 74.07% to 277 million yuan, attributed to gains from precious metals [2] Group 2 - Qianyuan Power expects a Q1 net profit increase of 330%-365%, driven by a 62.70% increase in water inflow and a 59.40% rise in power generation [3] - Guofang Group's stock has experienced significant volatility, with a current P/E ratio of 110.1, indicating potential irrational speculation [3] - Fangyuan Co. decided to terminate a 3 billion yuan lithium carbonate production project due to market conditions and strategic changes, having already invested 97 million yuan [4] Group 3 - Baosteel plans to acquire a 49% stake in Maanshan Steel for a total consideration of 9 billion yuan, consisting of 5.139 billion yuan for equity purchase and 3.861 billion yuan for capital increase [5]

Core Viewpoint - The transaction between Maanshan Iron & Steel Co., Ltd. (Ma Steel) and Baosteel Co., Ltd. involves the transfer of a 35.42% stake in Ma Steel's wholly-owned subsidiary, Maanshan Steel Co., Ltd. (Ma Steel Limited), to Baosteel for approximately 5.139 billion yuan, along with a cash capital increase of 3.861 billion yuan into Ma Steel Limited by Baosteel [1][3] Group 1 - Ma Steel will reduce its ownership in Ma Steel Limited from 100% to 51%, while Baosteel will acquire a 49% stake [1] - The transaction includes the signing of a share transfer agreement and a shareholder agreement between Ma Steel, Baosteel, and Ma Steel Limited [1] - The capital increase will consist of 266 million yuan added to the registered capital and 3.595 billion yuan to the capital reserve of Ma Steel Limited [1] Group 2 - As of February 28, 2025, the net asset valuation of Ma Steel Limited is assessed at 14.506 billion yuan, reflecting an increase of 1.977 billion yuan (15.78%) compared to the audited net assets attributable to the parent company [2] - The valuation shows a significant increase of 4.429 billion yuan (43.95%) compared to the book value of 10.077 billion yuan of Ma Steel Limited [2] Group 3 - The total consideration for Baosteel to acquire a 49% stake in Ma Steel Limited through the share purchase and capital increase amounts to 9 billion yuan [3] - The transaction is expected to optimize the capital structure of Ma Steel and enhance its capital strength, providing financial support for future development [3] - Baosteel's investment is aligned with its strategic planning and aims to leverage its competitive advantages to enhance both companies' market influence and competitiveness [4]

证券代码：600019 证券简称：宝钢股份 公告编号：临 2025-019 宝山钢铁股份有限公司 关于召开 2024 年度暨 2025 年一季度业绩说明会的公告 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法律责任。 重要内容提示： 上海证券交易所上证路演中心 （网址：https://roadshow.sseinfo.com/） 全景投资者关系互动平台 （中文网址：https://rs.p5w.net/html/145805.shtml （网址：https://roadshow.eastmoney.com/luyan/4691412）。 会议召开方式：全景投资者关系互动平台视频直播、万得 3C 会 议与东方财富视频转播（9:30-10:50），上证路演中心视频转播和网 络互动（9:30-11:30）。 投资者可于 2025 年 04 月 21 日 （星期一） 至 04 月 25 日 （星 期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 ir@baosteel.com 进行提问。公司将在说明会上对投 ...

证券代码：600019 证券简称：宝钢股份 公告编号：临 2025-016 宝山钢铁股份有限公司 关于参股马鞍山钢铁有限公司 49%股权暨关联交易公告 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法律责任。 重要内容提示： 一、关联交易概述 2025 年 4 月 17 日，本公司与马钢股份、马钢有限签订《关于马 鞍山钢铁有限公司之股权转让协议》（以下简称"股权转让协议"） 和《关于马鞍山钢铁有限公司之股东协议》（以下简称"股东协议"）， 本公司拟以 51.39 亿元现金收购马钢股份持有的马钢有限 35.42%股 权,同步以 38.61 亿元现金增资马钢有限。上述交易完成后，本公司 将持有马钢有限 49%股权。上述投资金额仅为预计金额，最终以经有 权备案机构备案的马钢有限的净资产评估值为基准确定。 马钢股份、马钢有限为本公司控股股东中国宝武钢铁集团有限公 司（以下称"中国宝武"）的间接控股子公司，根据《上海证券交易 - 1 - 宝山钢铁股份有限公司（以下称"本公司"或"宝钢股份"）拟 以 51.39 亿元现金收购马鞍山钢铁股份有限公司（ ...

证券代码：600019 证券简称：宝钢股份 公告编号：临 2025-018 宝山钢铁股份有限公司 关于 2025 年第二次临时股东大会 开设网络投票提示服务的公告 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法律责任。 宝山钢铁股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日披露了关于召开 2025 年第二次临时股东大会的通知，公司拟于 2025 年 4 月 23 日 14:45 召开 2025 年第二次临时股东大会，本次会 议采用现场投票和网络投票相结合的表决方式，股权登记日为 2025 年 4 月 18 日。具体内容详见公司于 2025 年 4 月 8 日在上海证券交 易所网站发布的公告《宝钢股份关于召开 2025 年第二次临时股东大 会的通知》（公告编号：临 2025-011）。 为更好的服务广大中小投资者，确保有投票意愿的中小投资者 能够及时参会、便利投票，公司拟使用上证所信息网络有限公司（以 下简称"上证信息"）提供的股东大会提醒服务，委托上证信息通 过智能短信等形式，根据股权登记日的股东名册主动提醒股东参会 ...

证券代码：600019 证券简称：宝钢股份 公告编号：临 2025-017 宝山钢铁股份有限公司 第八届监事会第五十一次会议决议公告 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法律责任。 一、监事会会议召开情况 （一）会议召开符合有关法律、法规情况 二、监事会会议审议情况 本次监事会通过以下决议: 关于审议董事会"关于宝钢股份参股马鞍山钢铁有限公司 49% 股权的议案"的提案 全体监事一致通过本提案。 特此公告。 宝山钢铁股份有限公司监事会 本次监事会会议经过了适当的通知程序，召开及会议程序符合 有关法律、行政法规及《公司章程》的规定，会议及通过的决议合 法有效。 （二）宝山钢铁股份有限公司《公司章程》第 157 条规定，监 事可以提议召开临时监事会会议。 根据朱永红监事、秦长灯监事的提议，公司第八届监事会根据 上述规定，以书面投票表决的方式于 2025 年 4 月 17 日召开临时监 事会。 公司于 2025 年 4 月 14 日以电子邮件和书面方式发出召开监事 会的通知及会议资料。 （三）本次监事会应出席监事 7 名，实际出席监 ...