Core Viewpoint - Lingang Co., Ltd. announced a share buyback of 8.7417 million shares, representing 0.31% of the company's total share capital, through centralized bidding trading by September 2025 [2] Summary by Category - **Company Actions** - The company has initiated a share buyback program, purchasing a total of 8.7417 million shares [2] - This buyback accounts for 0.31% of the total share capital of the company [2]

格隆汇10月9日丨凌钢股份(600231.SH)公布，截至2025年9月30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1,449.75万股，占公司当前总股本的比例为0.51%，回购成交的最 高价为2.08元/股，最低价为1.71元/股，已支付的资金总额为人民币2,846.99万元（不含印花税、交易佣 金等交易费用）。 ...

Group 1 - The company, Lingang Co., Ltd. (SH 600231), announced on October 9 that it has repurchased a total of 14.4975 million shares, accounting for 0.51% of its total share capital, with a total expenditure of approximately RMB 28.4699 million [1] - The highest and lowest prices for the repurchased shares were RMB 2.08 and RMB 1.71 per share, respectively [1] - As of the announcement, the company's market capitalization stands at RMB 6.1 billion [1] Group 2 - For the fiscal year 2024, the company's revenue composition is as follows: black metal smelting and rolling processing accounts for 94.66%, while other businesses contribute 5.34% [1]

| | | 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： | 回购方案首次披露日 | 月 22 日 | 2025 年 4 | | --- | --- | --- | | 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 | | 1,449.75万股 | | 累计已回购股数占总股本比例 | | 0.51% | | 累计已回购金额 | | 2,846.99万元 | | 实际回购价格区间 | 1.71元/股~2.08元/股 | | 一、回购股份的基本情况 凌源钢铁股份有限公司（以下简称公司）于 2025 年 4 月 21 日召开第九届董 事会第二十四次会议，审议通过了《关于以集中竞价交易方式回购公司股份的议 案》，同意公司以自有资金和股票回购专项贷款通过 ...

重要内容提示： 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 2025-074 凌源钢铁股份有限公司 可转债转股结果暨股份变动公告 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。 一、可转债发行上市概况 经中国证券监督管理委员会《关于核准凌源钢铁股份有限公司公开发行可转 换公司债券的批复》（证监许可[2020]204号）核准，凌源钢铁股份有限公司（以 下简称公司或本公司）于2020年4月13日公开发行440万张可转换公司债券，每张 面值人民币100元，发行总额为人民币4.40亿元，期限6年，票面利率为：第一年 为0.40%、第二年为0.70%、第三年为1.10%、第四年为1.60%、第五年为2.00%、 第六年为2.20%。 经上海证券交易所"自律监管决定书[2020]121号"文同意，公司本次发行 的4.40亿元可转换公司债券于2020年5月13日起在上海证券交易所上市交易，债 累计转股情况：截至 2025 年 9 月 30 日，累计已有人民币 222,998,000 元 ...

Group 1 - The core viewpoint of the article highlights the production and sales status of the high-purity pig iron industry in China from 2026 to 2032, as well as investment strategies in this sector [1] - According to the National Bureau of Statistics, China's pig iron production in August 2025 was 0.7 million tons, representing a year-on-year increase of 1% [1] - The cumulative pig iron production in China from January to August 2025 reached 5.8 million tons, showing a cumulative decline of 1.1% [1] Group 2 - The article references several listed companies in the steel industry, including Baosteel Co., Ltd. (600019), Maanshan Iron & Steel Co., Ltd. (600808), and Ansteel Group Corporation (000898) [1] - The data presented is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, a leading industry consulting firm in China [1] - Zhiyan Consulting has been deeply engaged in industry research for over a decade, providing comprehensive industry research reports and customized services [1]

Group 1 - The A-share market saw significant gains with Linggang Co., Ltd. rising by 6.52% and Jinling Mining increasing by 5.62% [1] Group 2 - Dalian Commodity Exchange's iron ore futures for the near-month contract broke the historical threshold of 1000 yuan/ton, reaching a peak of 1000.5 yuan/ton [2] - The exchange implemented measures to cool down the iron ore futures market, limiting non-futures company members or clients to a maximum daily opening position of 5000 lots for the I2105 contract starting December 14 [2] - This marks the fourth intervention by the exchange in the past seven days, reflecting the regulatory body's commitment to the stable development of the commodity [2] - According to Yong'an Futures' research report, the recent alleviation of supply pressures and stable demand, coupled with steel mills' need to replenish stocks at year-end, have contributed to the upward price movement of iron ore [2]

Core Viewpoint - The report indicates a decline in China's wire rod (coil) production, with a projected output of 11.38 million tons in July 2025, representing a year-on-year decrease of 1.9% [1] Industry Summary - According to the National Bureau of Statistics, the cumulative production of wire rod (coil) in China from January to July 2025 is 78.96 million tons, showing a slight decline of 0.1% [1] - The report titled "Market Development Scale and Industry Demand Analysis of China's High-Speed Wire Rod Industry from 2025 to 2031" by Zhiyan Consulting provides insights into the market trends and future demand [1] Company Summary - Listed companies in the wire rod industry include Hangang Co., Ltd. (600126), Shagang Co., Ltd. (002075), Yongxing Materials (002756), Fangda Special Steel (600507), Linggang Co., Ltd. (600231), Fushun Special Steel (600399), *ST Xigang (600117), Liugang Co., Ltd. (601003), Magang Co., Ltd. (600808), and New Steel Co., Ltd. (600782) [1]

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]