Group 1 - The core point of the article is that Lingang Co., Ltd. has completed and put into operation its steelmaking capacity replacement project in December 2022 [2] Group 2 - The company responded to investor inquiries on an interactive platform regarding the completion of the project [2]

（编辑 任世碧） 证券日报网讯 2月2日，凌钢股份发布公告称，2026年1月份，公司通过集中竞价交易方式累计回购股份 0万股。截至2026年1月31日，公司通过上海证券交易所交易系统以集中竞价交易方式累计回购股份2， 404.86万股，占公司当前总股本的比例为0.84%。 ...

证券代码：600231 证券简称：凌钢股份 公告编号：临 2026-003 转债代码：110070 转债简称：凌钢转债 凌源钢铁股份有限公司 截至 2026 年 1 月 31 日，公司通过上海证券交易所交易系统以集中竞价交易 方式已累计回购股份 2,404.86 万股，占公司当前总股本的比例为 0.84%，回购成 交的最高价为 2.46 元/股，最低价为 1.71 元/股，已支付的资金总额为人民币 5,076.37 万元（不含印花税、交易佣金等交易费用）。 | 回购方案首次披露日 | 月 | 2025 年 4 | 22 | 日 | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 12 | | | | 个月 | | 预计回购金额 | 5,000万元~10,000万元 | | | | | | 回购用途 | | □减少注册资本 | | | | | | √用于员工持股计划或股权激励 | | | | | | | □用于转换公司可转债 | | | | | | | □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | | 2,4 ...

格隆汇2月2日丨凌钢股份(600231.SH)公布，截至2026年1月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式已累计回购股份2404.86万股，占公司当前总股本的比例为0.84%，回购成交的最高价 为2.46元/股，最低价为1.71元/股，已支付的资金总额为人民币5076.37万元(不含印花税、交易佣金等交 易费用)。 ...

Group 1 - As of January 31, 2025, 23 steel companies in the A-share market have disclosed performance forecasts, with approximately 78% expecting improved year-on-year results, including profit growth, turnaround from losses, or reduced losses [1] - Benxi Steel Plate Co., Ltd. forecasts a net loss of 3.83 billion yuan for 2025, a reduction in losses by 239.7 million yuan year-on-year [1] - Anshan Iron and Steel Co., Ltd. anticipates a net loss of about 4.08 billion yuan for 2025, with a year-on-year reduction in losses of approximately 42.75% [1] - Five companies, including Liuzhou Steel Co., Ltd., expect to turn losses into profits in 2025, while five others, including Jiangsu Shagang Co., Ltd., forecast varying degrees of profit growth [1] Group 2 - The core drivers for the steel industry's transition from losses to profits in 2025 include cost advantages, supply discipline, and unexpected export growth, indicating a shift from a deep adjustment phase to a recovery phase [2] - The significant improvement in the overall operating conditions and profitability of the steel industry is attributed to multiple factors, including structural growth in steel demand driven by manufacturing upgrades, effective control of ineffective supply, and stable or declining raw material prices [2] - The ongoing supply-side structural reforms and implementation of industry regulations are promoting the exit of backward production capacity and facilitating the industry's transition to high-quality development [2] Group 3 - In 2025, China's crude steel production is projected to be 961 million tons, a year-on-year decrease of 4.4%, while steel output is expected to reach 1.446 billion tons, a year-on-year increase of 3.1% [3] - China's steel exports are expected to reach a record high of 119 million tons in 2025, reflecting a year-on-year increase of 7.5% [3] - The steel industry's development model is undergoing profound changes, characterized by "reduction in quantity and optimization of stock" as the industry moves towards a more sustainable growth model [3] Group 4 - Lingyuan Iron and Steel Co., Ltd. emphasizes a focus on "reducing quantity and improving quality," aiming for intensive production and efficiency [4] - Benxi Steel Plate Co., Ltd. is committed to an efficiency-centered development approach, enhancing production efficiency and optimizing marketing channels to improve market competitiveness [4] - The industry is expected to transition towards high-end, green, and intelligent production, with accelerated exit of backward capacity and increased application of low-carbon technologies [4]

证券日报网讯1月28日，凌钢股份（600231）在互动平台回答投资者提问时表示，公司暂未自主搭建财 务共享中心，自2025年4月起正式上线鞍钢集团财务共享系统，全面依托其共享中心开展财务工作。 ...

Market Performance - The steel sector saw an increase of 1.76% on January 28, with Linggang Co. leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Individual Stock Performance - Linggang Co. (600231) closed at 2.46, up 5.58% with a trading volume of 832,600 shares and a transaction value of 205 million yuan [1] - Other notable performers included Hebei Steel (000709) with a 2.79% increase, and Xinxing Ductile Iron Pipes (000778) with a 2.76% increase [1] Capital Flow Analysis - The steel sector experienced a net inflow of 488 million yuan from main funds, while retail investors saw a net outflow of 295 million yuan [2] - Main funds showed significant net inflows in stocks like Baogang Co. (600010) and Xinxing Ductile Iron Pipes (000778) [3] Stock-Specific Capital Flow - Baogang Co. had a main fund net inflow of 145.42 million yuan, while retail investors had a net outflow of 353.3 million yuan [3] - Linggang Co. recorded a main fund net inflow of 22.86 million yuan, with retail investors also experiencing a net outflow of 17.53 million yuan [3]

Core Viewpoint - Ling Steel Co., Ltd. has not yet established its own financial shared service center and plans to fully rely on the Ansteel Group's financial shared system starting from April 2025 [1] Group 1 - The company will officially launch the Ansteel Group's financial shared system in April 2025 [1] - The financial operations will be conducted entirely through the shared center provided by Ansteel Group [1]

格隆汇1月28日丨凌钢股份(600231.SH)在投资者互动平台表示，公司和日本东海特殊钢金属株式会社暂 无合作。 ...

Core Viewpoint - The report indicates a decline in China's pig iron production, with a projected output of 60 million tons in December 2025, representing a year-on-year decrease of 9.9% and a cumulative production of 840 million tons for the year, down 3% compared to the previous year [1]. Group 1: Industry Overview - The report is based on data from the National Bureau of Statistics, highlighting a significant downward trend in pig iron production in China [1]. - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in providing in-depth industry research and strategic investment reports [1]. Group 2: Company Implications - The companies listed, including Baosteel Co., Ltd. (600019), Maanshan Iron & Steel Co., Ltd. (600808), and others, may face challenges due to the declining production trends in the pig iron sector [1]. - The report suggests that the industry may need to adapt its strategies in response to the projected decrease in production and market demand [1].