Group 1 - The combustible ice concept sector experienced a decline of 5.37%, ranking among the top declines in concept sectors, with major stocks like Taishan Petroleum hitting the limit down [1] - Within the combustible ice sector, only two stocks saw price increases, with Guangzhou Development rising by 1.08% and Nanjing Steel gaining 0.49% [1] - The main capital outflow from the combustible ice sector today was 434 million yuan, with ten stocks experiencing net outflows, and six stocks seeing outflows exceeding 30 million yuan [2] Group 2 - The top net capital outflows were led by China Petroleum, which saw a net outflow of 106 million yuan, followed by Taishan Petroleum and New Energy Power with outflows of 76 million yuan and 70 million yuan respectively [2] - The stocks with the highest net outflows in the combustible ice sector included Taishan Petroleum (-10.04%), New Energy Power (-15.12%), and potential Hengxin (-14.06%) [2] - Conversely, the stocks with the highest net capital inflows were Guangzhou Development and Nanjing Steel, with inflows of 9.96 million yuan and 6.31 million yuan respectively [2]

南京钢铁股份有限公司 关于公司董事离任的公告 证券代码：600282 证券简称：南钢股份 公告编号：临 2025-035 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、离任对公司的影响 公司及公司董事会对李国忠先生任职期间所做的贡献表示衷心感谢！ 特此公告 南京钢铁股份有限公司董事会 一、提前离任的基本情况 姓名 离任职务 离任时间 原定任期到 期日 离任原因 是否继续在上 市公司及其控 股子公司任职 是否存在未 履行完毕的 公开承诺 李国忠 副董事长、 董事、战略 与 ESG 委 员会委员 2025 年 6 月 23 日 2027 年 1 月 29 日 工作变动 否 否 根据《中华人民共和国公司法》及《南京钢铁股份有限公司章程》等有关规 定，李国忠先生的辞职不会导致公司董事会成员低于法定最低人数，不会影响公 司董事会的正常运行，其辞职报告自送达公司董事会之日起生效，公司将按照法 定程序补选董事。 截至本公告出具之日，李国忠先生未持有公司股份，且已按照公司管理制度 做好交接工作。 二〇二五年六月二十四日 ...

南钢股份（600282）公告，公司副董事长、董事李国忠因工作变动申请辞去副董事长、董事等职务，辞 职后将不再在公司及其控股子公司任职，辞职申请自送达公司董事会之日起生效。 ...

Core Viewpoint - The combustible ice concept sector experienced a decline of 4.14%, ranking among the top declines in concept sectors, with major stocks like Xinjin Power and Haimeike leading the drop [1][2] Market Performance - The top-performing concept sectors today included PET copper foil with a rise of 2.09%, while the combustible ice sector saw a decline of 4.14% [2] - Other declining sectors included brain-machine interface down 3.34% and short drama games down 3.07% [2] Fund Flow Analysis - The combustible ice sector faced a net outflow of 191 million yuan, with 9 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 10 million yuan [2] - Xinjin Power had the highest net outflow at 64.0018 million yuan, followed by Haimeike with 55.4108 million yuan and Taishan Petroleum with 29.4530 million yuan [2] Individual Stock Performance - Key stocks in the combustible ice sector included: - Xinjin Power: down 10.67% with a turnover rate of 23.89% and a net outflow of 64.0018 million yuan [2] - Haimeike: down 9.00% with a turnover rate of 19.54% and a net outflow of 55.4108 million yuan [2] - Taishan Petroleum: down 7.73% with a turnover rate of 24.53% and a net outflow of 29.4530 million yuan [2] - Conversely, stocks like Zhongji Group and Guangzhou Development saw net inflows of 37.5904 million yuan and 1.1178 million yuan, respectively [2]

Group 1 - Nanjing Steel Group (南钢) showcased its digital transformation achievements at the 2025 Nanjing Software Conference, highlighting its shift towards software and digital solutions [1][2] - The company has invested approximately 5 billion yuan in digital technologies, focusing on "data governance + industrial internet + artificial intelligence" to drive its transformation [1][2] - Nanjing Steel's digital initiatives have led to an 85% digitization rate across all business operations, a 90% digitization rate for key production equipment, and a 100% CNC rate for critical processes [2] Group 2 - Jin Heng Technology, a subsidiary of Nanjing Steel, presented its "smart operation center," which integrates manufacturing, operations, and ecology into a comprehensive digital twin system for the steel industry [2][3] - The company has developed the first fully automated and intelligent metallographic analysis system in China, significantly improving detection efficiency and reducing reliance on human expertise [2] - Over the past five years, Nanjing Steel has reduced quality costs by 10%, R&D costs by 20%, and increased the yield rate of high-end products by 5% through digital collaboration across the supply chain [2] Group 3 - Jin Heng Technology has become a national-level "specialized and innovative" small giant enterprise, serving over a hundred key clients across various industries, including steel, mining, and petrochemicals [3] - The company has successfully implemented several benchmark projects, including smart operations and digital factories, enhancing its capability to provide digital transformation services to the steel industry [3] - Following the conference, Nanjing Steel plans to collaborate with Huawei to launch the "Yuan Ye" steel model architecture and an industrial intelligence platform, aiming to revolutionize the steel industry [4]

证券代码：600282 证券简称：南钢股份 公告编号：临2025-034 南京钢铁股份有限公司 关于对外提供担保的进展公告 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： 被担保人：湖南复星合力新材料有限公司（以下简称"湖南合力"）。 本次担保金额及已实际为其提供的担保余额：南京钢铁股份有限公司（以下 简称"公司"，含子公司）控股子公司安阳复星合力新材料股份有限公司（以下简 称"安阳合力"）为其控股子公司湖南合力提供总额度不超过1,020万元的担保。公 司2025年已实际为湖南合力提供的新增担保额度为1,020万元，为湖南合力提供的 担保余额为1.28亿元（含存续）。前述担保余额不含本次担保。 截至本公告出具日，公司无逾期担保的情形。 二、被担保人基本情况 被担保人名称：湖南复星合力新材料有限公司 本次担保无反担保。 特别风险提示：被担保人湖南合力资产负债率超过70%，敬请投资者注意相 关风险。 一、担保情况概述 公司于2024年12月26日召开的第九届董事会第七次会议、2025年1月22日召开 的2025年第 ...

Core Viewpoint - Nanjing Iron and Steel Group (South Steel) has been recognized as one of the first national "new four categories" environmental facilities open to the public, showcasing its commitment to green and low-carbon development through significant investments in environmental upgrades and public engagement [1][5]. Group 1: Environmental Commitment - South Steel has invested over 13 billion yuan in environmental enhancements, including 11 desulfurization and denitrification units and 112 upgraded dust collectors, aiming for ultra-low emissions and ecological protection [5][6]. - The company has transformed its production site into a scenic area, with a focus on reducing pollution and enhancing the local environment, as evidenced by the conversion of a former raw material storage area into a public park [3][4]. Group 2: Digital and Smart Management - South Steel employs a digital environmental monitoring system that includes 75 smoke online monitoring devices and 318 TSP monitoring devices, allowing for real-time data tracking and management of environmental indicators [6][7]. - The smart management platform enhances operational efficiency and provides precise alerts for any abnormal emissions, ensuring immediate response to environmental issues [7]. Group 3: Energy Efficiency and Economic Benefits - The company initiated a "three-year action plan for extreme energy efficiency," focusing on energy-saving measures across various processes, resulting in significant improvements in energy consumption and economic benefits [8]. - In 2023, South Steel completed 150 energy-saving modifications, with an additional 53 planned for 2024, positioning itself among the industry leaders in energy efficiency [8]. Group 4: Industrial Tourism Development - South Steel has integrated industrial tourism into its operations, transforming its facilities into a national AAA-level tourist attraction, featuring over 20 industrial tourism sites, including museums and parks [9]. - The company aims to change the traditional perception of steel manufacturing by creating a welcoming environment for families and tourists, thus enhancing its public image and community engagement [9].

Core Viewpoint - South Steel Co., Ltd. (南钢股份) has successfully acquired exploration rights for the Fanqiao Iron Mine in Anhui Province for RMB 920 million, aiming to enhance its competitive edge in "high efficiency, low cost, and intelligent manufacturing" [1] Group 1: Financial Performance - In 2024, South Steel achieved a net profit attributable to shareholders of RMB 2.261 billion, representing a year-on-year increase of 6.37% [1] Group 2: Research and Development - The company's R&D investment ratio has consistently remained above 3%, reaching 3.96% in 2024, with a continuous increase in the contribution of advanced steel materials to profits [2] - South Steel is focusing on high-end product development in specialized plate materials and is transitioning towards premium special steel [2] Group 3: Digital Transformation - South Steel is one of the earliest companies in the industry to initiate digital transformation, adhering to the strategy of "digitalizing all businesses and businessizing all digital operations" [2] - The company has established an integrated layout of "one brain and three centers," covering the entire production process and operational management through digital applications [2] Group 4: Industry Ecosystem Development - South Steel is actively constructing a composite industrial chain ecosystem centered on "precision" and "specialty" steel businesses, along with strategic emerging industries [3] - The company’s subsidiary, Jin'an Mining, has launched a 50,000-ton ultra-pure iron powder production line, filling a domestic gap in the production of raw materials for permanent magnetic ferrite [3] - The green low-carbon environmental ecosystem is highlighted by the successful implementation of a key project for aluminum ash resource utilization in Huai'an [3]

证券代码：600282 证券简称：南钢股份 公告编号：临 2025-033 南京钢铁股份有限公司 关于全资子公司竞拍取得探矿权的进展公告 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、竞拍情况 为进一步增强"高效率、低成本、智能制造"竞争力，南京钢铁股份有限公司（以 下简称"公司"）积极构建产业链生态。公司全资子公司安徽金安矿业有限公司（以下 简称"金安矿业"）积极寻求优化产业链布局、提升资源整合能力。 2025年5月12日，金安矿业以人民币92,036.77万元竞得安徽省霍邱县范桥铁矿勘 探（探矿权保留）探矿权；同日，金安矿业与安徽省产权交易中心有限责任公司签订《竞 价结果通知单》。 具体内容详见公司于2025年5月13日刊载于《中国证券报》《上海证券报》《证券 时报》及上海证券交易所网站（http://www.sse.com.cn/）的《南京钢铁股份有限公司 关于全资子公司竞拍取得探矿权的公告》（公告编号：临2025-029）。 二、本次交易的进展情况 2025年5月13日，自然资源部门户网（http://www.m ...

Investment Rating - The report maintains a "Buy" rating for several steel companies including Baosteel, Hualing Steel, and Nanjing Steel, among others [5]. Core Viewpoints - The report indicates that pig iron prices are gradually declining, leading to a slight recovery in steel profits. The raw material costs are expected to ease further, which may enhance the profitability of steel companies [5]. - Economic data from January to April shows a continued weakness in the real estate sector, while automotive production maintains year-on-year growth. The potential for crude steel production regulation is increasing amid uncertain external demand and weak domestic recovery [5]. Price Trends - As of May 23, steel prices have decreased, with Shanghai's 20mm HRB400 rebar priced at 3160 CNY/ton, down 40 CNY/ton from the previous week. Other steel products also saw price declines [3][11]. - The report details specific price changes for various steel products, indicating a general downward trend in prices over the past week [12]. Production and Inventory - As of May 23, the production of five major steel products increased to 8.72 million tons, a rise of 40,900 tons week-on-week. However, the total inventory of these products decreased by 331,000 tons to 9.5954 million tons [4]. - The apparent consumption of rebar is estimated at 2.4713 million tons, reflecting a decrease of 131,600 tons week-on-week [4]. Profitability Analysis - The report notes an increase in profits for plate products, with long-process rebar, hot-rolled, and cold-rolled margins changing by 0 CNY/ton, +23 CNY/ton, and +69 CNY/ton respectively compared to the previous week [3]. Investment Recommendations - The report recommends several companies for investment: 1. General steel sector: Baosteel, Hualing Steel, Nanjing Steel 2. Special steel sector: CITIC Special Steel, Yongjin Co., and Xianglou New Materials 3. Pipe materials: Jiuli Special Materials, Wujin Stainless Steel, Youfa Group - It also suggests paying attention to high-temperature alloy stocks like Fushun Special Steel [5].