2020-2025年1-7月中国线材(盘条)产量统计图 上市企业：杭钢股份（600126）,沙钢股份（002075）,永兴材料（002756）,方大特钢（600507）,凌钢股 份（600231）,抚顺特钢（600399）,*ST西钢（600117）,柳钢股份（601003）,马钢股份（600808）,新钢 股份（600782） 相关报告：智研咨询发布的《2025-2031年中国高速线材行业市场发展规模及产业需求研判报告》 根据国家统计局数据显示：2025年7月中国线材(盘条)产量为1138万吨，同比下降1.9%；2025年1-7月中 国线材(盘条)累计产量为7895.9万吨，累计下降0.1%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

股票代码：600231 转债代码：110070 股票简称：凌钢股份 转债简称：凌钢转债 编 号：临 2025-073 凌源钢铁股份有限公司 关于持股 5%以上股东股份解除质押 及再质押的公告 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： 截至 2025 年 9 月 25 日，凌源钢铁股份有限公司（以下简称"公司"）持 股 5%以上的股东九江萍钢钢铁有限公司（以下简称"九江萍钢"）持有公司无 限售条件的流通股 311,179,639 股，占公司总股本的 10.91%，本次全部进行解 除质押及再质押。本次解除质押及再质押后，累计质押公司股份 311,179,639 股，占其持有公司股份比例为 100%。 途的情形。 3、股东累计质押股份情况 2025 年 1 月 20 日，九江萍钢将所持有公司 311,179,639 股股份质押给鞍资 (天津)融资租赁有限公司，质押到期日为 2028 年 08 月 23 日，具体内容详见公 司于 2025 年 1 月 21 日披露的《凌源钢铁股份有限公司凌源钢铁股份有限公司股 份 ...

Core Viewpoint - The company reported a significant decline in production and net profit for the first half of 2025, primarily due to weak demand in the steel industry and falling prices, despite efforts to reduce costs and improve efficiency [1][2]. Group 1: Financial Performance - The company produced 2.249 million tons of steel, a year-on-year decrease of 21.09% [1] - Iron production was 2.11 million tons, down 18.09% year-on-year [1] - The total sales volume of products reached 2.1868 million tons, a decline of 21.97% compared to the previous year [1] - The net profit for the first half of 2025 was a loss of 578 million yuan [1] - The net cash flow from operating activities turned positive at 104 million yuan, a significant improvement from the previous year [2] Group 2: Strategic Initiatives - The company is implementing a "two advances, one retreat" strategy, reducing rebar production while increasing the output of high-quality round steel and specialty strip steel [1] - Equipment upgrades and low-emission transformation projects have been completed, focusing on product research and production line upgrades [3] - The company is actively developing international markets, particularly in Southeast Asia and South Korea, and is working to increase exports [3] Group 3: Industry Position and Future Outlook - By December 2024, the company officially joined the Ansteel Group, enhancing its competitive advantage with an annual crude steel production capacity of 6 million tons [2] - The company aims to leverage its collaboration with Ansteel Group to enhance competitiveness and value in the evolving steel industry landscape [3] - The company is pursuing opportunities in overseas markets, including securing certifications for rebar sales in Russia and Thailand, and restoring the rebar market in Mongolia [3]

Core Viewpoint - Ling Steel Co., Ltd. reported a significant decline in production and net profit for the first half of 2025, primarily due to the ongoing weak demand in the steel industry and falling steel prices, despite efforts to reduce costs and improve efficiency [1][2]. Group 1: Financial Performance - The company produced 2.249 million tons of steel, a year-on-year decrease of 21.09% [1] - Iron production was 2.11 million tons, down 18.09% year-on-year [1] - The total sales of products reached 2.1868 million tons, a decline of 21.97% compared to the previous year [1] - The net profit for the first half of the year was a loss of 578 million yuan [1] - Operating cash flow turned positive, achieving 104 million yuan, a significant improvement from the previous year [2] Group 2: Strategic Initiatives - The company is implementing a "two in, one out" strategy, reducing rebar production while increasing the output of high-quality round steel and specialty strip steel [1] - Equipment upgrades and low-emission transformation projects have been completed, enhancing production capacity and efficiency [3] - The company is focusing on product research and development, as well as production line upgrades to increase the proportion of high-value-added products [3] Group 3: Market Expansion - Ling Steel is actively developing international markets, particularly in Southeast Asia and South Korea, to increase export volumes [3] - The company aims to leverage opportunities in the Belt and Road Initiative and is working on certifications for rebar sales in Russia and Thailand [3] - There is a focus on restoring the rebar market in Mongolia and promoting the use of grinding ball steel products there [3]

股票代码：600231 转债代码：110070 股票简称：凌钢股份 转债简称：凌钢转债 编 号：临 2025-072 凌源钢铁股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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。 二、本次说明会投资者提出的主要问题及公司的回复情况 1.贵司优特钢板块增长趋势较好，"去螺增优"战略推进中面临哪些挑战， 如何进一步提高优特钢占比？ 答:优特钢的"小调品"即优钢品种结构调整量化生产困难，如何在现有设 备条件下提高优特钢产量，拟从三个方面发力： (1)深化合作增量。深入对接客户需求，变交易为伙伴，发掘增量机会，通 过增值服务提升客户粘性与复购率，扩大销量。 (2)拓展市场增量。积极开发新渠道、新市场或新应用领域，现有产品寻找 新的客户群体，开辟新的增长点，带动产量提升。 (3)产销联动增量。提高合同到位率，优化产线规格、材质、数量，保证生 产顺行，提高生产效率，从根本上提升产量。 一、本次说明会召开情况 凌源钢铁股份有限公司（以下简称公司）于 2025 年 9 月 16 日（星 ...

Market Performance - On September 16, the steel sector rose by 0.03% compared to the previous trading day, with Linggang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Individual Stock Performance - Linggang Co., Ltd. (600231) closed at 2.22, with a gain of 3.26% and a trading volume of 535,500 shares [1] - Shougang Co., Ltd. (000959) closed at 4.56, up 2.93%, with a trading volume of 1,214,500 shares [1] - Bayi Steel (600581) closed at 4.74, up 2.82%, with a trading volume of 1,132,200 shares [1] - Chongqing Steel (601005) closed at 1.58, up 2.60%, with a trading volume of 3,644,500 shares [1] - Shandong Steel (600022) closed at 1.60, up 2.56%, with a trading volume of 2,107,700 shares [1] Capital Flow Analysis - The steel sector experienced a net outflow of 293 million yuan from institutional investors, while retail investors saw a net inflow of 292 million yuan [2] - The main capital inflow and outflow for specific stocks included Shougang Co., Ltd. with a net inflow of 12.7 million yuan from main investors [3] - Huazhong Steel (000932) had a net inflow of 77.78 million yuan from main investors, while experiencing a net outflow of 40.31 million yuan from speculative investors [3]

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。 为进一步完善凌源钢铁股份有限公司（以下简称公司）治理结构，根据《中华人民共和国公司法》（以 下简称《公司法》）、《凌源钢铁股份有限公司章程》（以下简称《公司章程》）等相关规定，公司于 2025年9月12日召开职工代表大会，选举刘政东先生（简历附后）为公司第九届董事会职工代表董事， 任期自本次职工代表大会选举通过之日起至公司第九届董事会任期届满之日止。 刘政东先生符合《公 司法》《公司章程》等规定的关于董事任职的资格和条件，并将按照有关规定行使职权。 刘政东先生当选公司职工代表董事后，公司董事会中兼任高级管理人员职务的董事以及由职工代表担任 的董事未超过公司董事总人数的二分之一，符合相关法律法规及规范性文件的要求。 刘政东先生，55岁,中共党员，大学学历，企业一级法律顾问。曾任鞍钢集团矿业公司办公室副主任， 鞍钢集团矿业公司纪委(监察部)副书记（部长），鞍钢矿业集团党务工作部副部长，鞍钢矿业集团纪委 (监察审计部)副部长，鞍钢集团矿业公司东鞍山铁矿党委书记、工会主席，鞍钢集团矿业有 ...

（文章来源：证券日报） 证券日报网讯 9月15日晚间，凌钢股份发布公告称，公司于2025年9月12日召开职工代表大会，选举刘 政东先生为公司第九届董事会职工代表董事，任期自本次职工代表大会选举通过之日起至公司第九届董 事会任期届满之日止。 ...

董事会 股票代码：600231 转债代码：110070 编 号：临 2025-071 股票简称：凌钢股份 转债简称：凌钢转债 凌源钢铁股份有限公司 关于选举职工代表董事的公告 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。 为进一步完善凌源钢铁股份有限公司（以下简称公司）治理结构，根据《中 华人民共和国公司法》（以下简称《公司法》）、《凌源钢铁股份有限公司章程》 （以下简称《公司章程》）等相关规定，公司于 2025 年 9 月 12 日召开职工代表 大会，选举刘政东先生（简历附后）为公司第九届董事会职工代表董事，任期自 本次职工代表大会选举通过之日起至公司第九届董事会任期届满之日止。 刘政 东先生符合《公司法》《公司章程》等规定的关于董事任职的资格和条件，并将 按照有关规定行使职权。 刘政东先生当选公司职工代表董事后，公司董事会中兼任高级管理人员职务 的董事以及由职工代表担任的董事未超过公司董事总人数的二分之一，符合相关 法律法规及规范性文件的要求。 特此公告。 凌源钢铁股份有限公司 2025 年 9 月 16 日 -1- 职 ...

Market Performance - On September 5, the general steel sector rose by 0.55% compared to the previous trading day, with Benxi Steel leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Benxi Steel (000761) closed at 3.68, up 2.51% with a trading volume of 189,800 shares and a transaction value of 69.31 million yuan [1] - Other notable performers include: - Hualing Steel (000932) at 5.90, up 1.90% with a trading volume of 744,000 shares [1] - Liugang (601003) at 5.62, up 1.81% with a trading volume of 258,500 shares [1] - Sijiang Steel (600808) at 3.58, up 1.70% with a trading volume of 724,300 shares [1] Capital Flow Analysis - The steel sector experienced a net outflow of 83.49 million yuan from institutional investors, while retail investors saw a net inflow of 191 million yuan [2] - The capital flow for individual stocks shows: - New Steel (600782) had a net inflow of 23.35 million yuan from institutional investors [3] - Hebei Steel (000709) had a net inflow of 22.33 million yuan from institutional investors [3] - Chongqing Steel (601005) had a net inflow of 22.06 million yuan from institutional investors [3]