据了解，位于非洲西部的几内亚共和国的西芒杜铁矿项目是全球质量最优、规模最大的矿山项目之一， 工程涵盖矿山、铁路、港口等系统，总投资逾200亿美元。其中，矿山分为北部、南部两个区块。 西芒杜铁矿项目于去年11月全线建成，达产后每年可供应1.2亿吨高品质铁矿石。在推动西芒杜铁矿产 能爬坡的同时，宝武资源将着力精准匹配矿山产能、铁路运力、港口装卸能力与海运船期，最大限度提 升整体协同效率，持续强化海外铁矿石资源直供能力与保障水平。聚焦远洋运力池、沿海运力池、江内 运力池和海外港口、沿海港口、江内港口，构建独具竞争力的"三池三港"一体化全程物流供应链，确保 优质铁矿石从西芒杜矿山直供国内钢厂。此外，持续健全供应链服务体系，完善海外营销网络，提升全 球市场服务能力。 为保障本次船舶安全高效进港及周转，宝武资源所属嵊泗宝捷充分发挥口岸协调优势，提前与海关、边 检、海事等联检单位开展深度沟通，海事、海关、边检等口岸单位启动联合登临检查，实现船舶到 港"零延迟查验""零等待作业"。本次货轮稳泊后，红褐色的铁矿石将被卸船机高效抓取，再经由传送带 卸货至堆取料场。第一时间完成卸货工作后，首船海进江2.4万吨铁矿石，将由宝武资源自 ...

Core Viewpoint - The arrival of the first shipment of iron ore from the Simandou project marks a significant milestone in establishing a comprehensive supply chain for iron ore, which is crucial for the raw material security of Chinese steel companies [1] Group 1: Project Overview - The first shipment of iron ore, totaling 200,000 tons, has arrived at the Ma Jishan Port in Shengsi, Zhejiang [1] - After unloading, 24,000 tons of iron ore will be transported to Baosteel's Shanghai Baoshan base [1] - The Simandou iron ore project is located in Guinea, West Africa, and is one of the largest open-pit iron ore mines globally, with proven reserves of 4.4 billion tons [1] Group 2: Production Capacity - The Simandou project was fully completed in November of last year and is expected to supply 120 million tons of high-quality iron ore annually once it reaches full production [1] - By 2025, China's total iron ore imports are projected to be 1.26 billion tons [1] Group 3: Logistics and Supply Chain - The logistics supply system for the Simandou project will continue to improve as production ramps up [1] - The second shipment of Simandou iron ore has already been dispatched at the end of last year [1]

据介绍，几内亚西芒杜铁矿项目于2025年11月全线建成，是世界级大型优质露天赤铁矿，达产后每年可 供应1.2亿吨高品质铁矿石。在推动西芒杜铁矿产能爬坡的同时，宝武资源有限公司将着力精准匹配矿 山产能、铁路运力、港口装卸能力与海运船期，持续强化海外铁矿石资源直供能力与保障水平，保障优 质铁矿石从西芒杜矿山直供国内钢厂；同时将持续健全供应链服务体系，完善海外营销网络，提升全球 市场服务能力。 新华社上海1月17日电（记者王辰阳）记者从中国宝武钢铁集团有限公司获悉，第一船近20万吨西芒杜 铁矿石于1月17日运抵位于浙江嵊泗的中国宝武马迹山港。 当天11时48分，从几内亚马瑞巴亚港出发的"WINNING YOUTH"货轮，历经46天、10958海里的远洋航 行，稳稳靠泊在马迹山港2号码头。西芒杜铁矿项目全产业链通道的全面贯通，将大幅提升铁矿石供应 能力，为全球铁矿石供应注入新力量。 宝武资源相关负责人表示，第二船西芒杜铁矿石已于2025年底发运。宝武资源将以西芒杜铁矿为龙头， 推动境内外铁矿石总产量突破，打造钢铁主业及生态圈伙伴的"第二料仓""用矿顾问"。 ...

Core Viewpoint - The successful arrival of the first shipment of nearly 200,000 tons of Simandou iron ore at China Baowu's Majishan Port marks a significant milestone in the global steel industry, enhancing iron ore supply capabilities and ensuring raw material security for Baowu and Chinese steel enterprises [1][3][12]. Group 1: Project Overview - The Simandou iron ore project was fully completed in November of the previous year and is expected to supply 120 million tons of high-quality iron ore annually once it reaches full production [5][11]. - The project integrates a comprehensive supply chain from mining to domestic steel mills, significantly improving the efficiency of iron ore supply [3][12]. Group 2: Logistics and Supply Chain - The successful docking of the "WINNING YOUTH" vessel at Majishan Port after a 46-day journey from Guinea demonstrates the operational efficiency of the integrated supply chain [3][12]. - Baowu Resources is focusing on optimizing the coordination of mining capacity, railway transport, port unloading capacity, and shipping schedules to enhance overall operational efficiency [5][11]. Group 3: Operational Efficiency Measures - To ensure safe and efficient port entry and turnaround for vessels, Baowu Resources coordinated with customs, border inspection, and maritime authorities to implement measures for zero-delay inspections and operations [7][14]. - The first shipment of 24,000 tons of iron ore will be transported to Baosteel's Baoshan base using Baowu's own vessel, indicating a streamlined logistics process [14]. Group 4: Future Plans - Baowu Resources plans to leverage the Simandou iron ore as a key resource to boost both domestic and international iron ore production, aiming to create value for customers through enhanced supply chain services [14]. - The second shipment of Simandou iron ore has already been dispatched, indicating ongoing operational momentum [14].

当天11点48分，从几内亚马瑞巴亚港出发的"WINNING YOUTH"货轮，历经46天、10958海里的远洋航 行，稳稳靠泊在马迹山港2号码头。这标志着举世瞩目的西芒杜铁矿项目"矿山-铁路-海外港口-过驳-远 洋运输-国内海港-海进江运输-江内港口"等全程供应链一体化通道全面贯通，可大幅提升铁矿石供应能 力，并将为全球铁矿石供应注入新力量，对宝武乃至中国钢铁企业的原料保障具有重要意义。 首船海进江2.4万吨铁矿石，将由宝武资源自有船舶"宝航16轮"运往宝钢股份宝山基地。 宝武资源相关人士表示，第二船西芒杜铁矿石已于去年底发运。宝武资源将以西芒杜铁矿为龙头，推动 境内外铁矿石总产量突破，打造钢铁主业及生态圈伙伴的"第二料仓""顺丰快递""用矿顾问"，全力为客 户创造价值。 来源：不止是钢货 首船西芒杜铁矿石运抵中国宝武马迹山港（有节选） 中国宝武吴永中、钟利红 1月17日 2026年1月17日，阳光明媚，蓝天白云。位于浙江嵊泗的中国宝武马迹山港内，悠长的汽笛声划破长 空，定格了世界钢铁业发展史上的一个重要里程碑——第一船近20万吨西芒杜铁矿石，顺利运抵中国港 口。 特别声明：以上内容仅代表作者本人的观点或立场 ...

Core Viewpoint - The article emphasizes that strategic restructuring and professional integration are two core paths in the current state-owned enterprise (SOE) reform, which complement each other to optimize state capital layout and enhance core functions [1] Group 1: Strategic Restructuring and Professional Integration - Strategic restructuring focuses on core responsibilities, reducing redundant investments and homogeneous competition, and emphasizes structural optimization through cross-industry and cross-enterprise resource integration [1] - Professional integration targets niche areas, enhancing technological breakthroughs and innovation collaboration, focusing on functional reinforcement [1] Group 2: Educational Perspective - Restructuring promotes the construction of platforms for industry-education integration and innovative customized talent training, as seen in Hunan's construction company, which restructured its talent development system through property rights reform [1] - The integration of education, talent, and industry chains is facilitated, creating a comprehensive mechanism from basic research to industrialization [4] Group 3: Technological Perspective - Strategic restructuring breaks innovation barriers and promotes interdisciplinary technology integration, as demonstrated by the merger of Baosteel and Wuhan Steel, which enhanced R&D investment intensity and achieved breakthroughs in high-end steel and smart manufacturing [3] - Professional integration is crucial for overcoming "bottleneck" technologies, as exemplified by China Railway's consolidation of R&D resources, leading to advancements in high-speed rail technology [3] Group 4: Innovation Ecosystem Construction - Restructuring fosters collaborative innovation mechanisms by breaking down departmental barriers, ensuring effective alignment between research and industrial needs [4] - The integration of resources across the entire industry chain, as seen in China Shipbuilding Group, has led to significant technological advancements in LNG transport and large cruise ships [4] Group 5: Digital Transformation Empowerment - Restructuring supports the intelligent transformation of traditional industries by optimizing production processes and resource allocation, significantly enhancing production efficiency [5] - The integration of digital technologies in high-end equipment manufacturing is exemplified by China Shipbuilding Group's application of digital twins and virtual reality in ship design and operation [6] Group 6: Talent Perspective - Restructuring enhances talent structure through the aggregation of high-end talent and precise allocation of key positions, as demonstrated by China National Chemical Corporation's establishment of a talent ladder system [10] - Innovative talent incentive mechanisms are introduced, transitioning from a position-oriented to a value-creation-oriented compensation system, enhancing employee retention and growth [11] Group 7: Future Outlook - The article suggests that SOEs should further develop an open talent system, break down institutional barriers, and promote cross-enterprise talent mobility while strengthening innovation ecosystem construction [13]

Group 1 - The core viewpoint of the news is that the steel sector experienced a decline, with the overall steel index dropping by 1.53% on January 16, led by Hangzhou Steel [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] - The main steel stocks showed varied performance, with New Steel Pipe rising by 2.30% and Hangzhou Steel falling by 4.21% [1][2] Group 2 - The steel sector saw a net outflow of 468 million yuan from major funds, while retail investors contributed a net inflow of 162 million yuan [2] - The trading volume for major steel stocks included New Steel Pipe with 1.1547 million shares and Hangzhou Steel with 1.1385 million shares [2] - The net inflow from retail investors was notable in stocks like New Steel Pipe and Hualing Steel, while major funds showed a preference for stocks like New Steel Pipe and Hualing Steel [3]

Group 1 - The core viewpoint of the news is that Zhanjiang has made significant progress in industrial development and investment, positioning itself as a leader in the Guangdong province's economic landscape [1] - Over the past five years, Zhanjiang has implemented 2,367 major provincial and municipal projects, with a total investment of 440 billion yuan, ranking first in the eastern and western Guangdong region [1] - By 2025, Zhanjiang's industrial added value is expected to exceed 100 billion yuan [1] Group 2 - Zhanjiang has established a dominant industrial system characterized by "four greens and one blue," focusing on green steel, green petrochemicals, green energy, green food, and blue ocean economy [1] - The green steel industry, led by Baosteel Zhanjiang Iron & Steel Company, has an annual output value exceeding 60 billion yuan, making it the largest steel production base in Guangdong province [2] - The green petrochemical industry has developed a comprehensive industrial chain, achieving an annual output value exceeding 120 billion yuan, and is now among the top five petrochemical bases in the province [2] Group 3 - Key projects such as the BASF (Guangdong) integrated base and the Guangdong Lianjiang nuclear power project have been highlighted, with the BASF project alone having completed over 60 billion yuan in investment [1][2] - The first products from the BASF integrated base have started production, and several other significant projects have been completed and put into operation, including Baosteel's hydrogen-based vertical furnace and zero-carbon high-grade thin steel plate factory [1]

证券代码：600019证券简称：宝钢股份 公告编号：临2026-001 宝山钢铁股份有限公司 关于变更审计质量控制复核人的公告 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。 公司于2025年9月28日召开宝钢股份第九届董事会第三次会议，审议通过《关于聘请德勤华永会计师事 务所为2025年度独立会计师及内控审计师的议案》，同意聘请德勤华永会计师事务所（特殊普通合伙） （以下简称"德勤华永"）为公司2025年度独立会计师和内控审计师，并同意将该项议案提交股东会审 议。公司于2025年11月13日召开宝钢股份2025年第四次临时股东会，审议批准了该项议案。具体内容详 见公司于2025年9月29日、2025年11月14日在上海证券交易所网站（http://www.sse.com.cn）发布的临 2025-054、临2025-055、临2025-060公告。 近日，公司收到德勤华永出具的《关于变更宝山钢铁股份有限公司2025年度审计质量控制复核人的 函》，德勤华永根据审计项目安排，将2025年度审计项目的质量控制复核人由倪敏先生变更为 ...

Core Insights - The revised version of "The Knowledge and Action of Baosteel People" for 2025 has been officially released, aiming to enhance cultural recognition and inclusivity within the company, receiving positive feedback from employees during recent learning sessions [2][10] - The emphasis on cost reduction and efficiency improvement is critical for maintaining competitiveness in the market, with a focus on continuous improvement at every operational level [3][11] Cost Improvement - Reducing costs is equated to increasing profits, and employees are encouraged to adopt a mindset of treating their roles as if they were managing their own households, focusing on cost awareness and operational efficiency [3][11] - The company promotes the idea that all costs can be reduced, advocating for meticulous resource management and process optimization to minimize operational costs [3][11] - Employees are encouraged to actively seek out cost-saving opportunities and to integrate cost awareness into every aspect of production and operations [3][11][12] Efficiency Enhancement - Efficiency is described as the "lifeline" of value creation for the company, with a commitment to continuous improvement in production operations to enhance overall efficiency [4][12] - The company aims to optimize production processes, reduce downtime, and improve asset turnover rates through collaborative efforts and the adoption of smart manufacturing technologies [4][12][15] - Achievements in efficiency include a reduction in monthly downtime by 6.44 hours compared to 2024 and an increase in equipment operational rates by 2.17 percentage points [15][16]