Group 1 - The company, Fangda Special Steel, announced the appointment of Xu Jie as the General Counsel, effective from the date of the board's approval until the end of the ninth board term [1] - The appointment was approved by the board's nomination committee following a nomination by the general manager [1] Group 2 - The announcement was made on the evening of January 25 [1] - The decision reflects the company's ongoing efforts to strengthen its management team [1]

因工作需要，根据相关法律法规及《公司章程》的规定，经总经理提名，公 司董事会提名委员会审核通过，公司于 2026 年 1 月 25 日召开第九届董事会第十 次会议，审议通过《关于聘任高级管理人员的议案》，聘任许杰（简历附后）为 公司总法律顾问，任职期限自公司董事会审议通过之日起至第九届董事会届满之 日止。 证券代码：600507 证券简称：方大特钢 公告编号：临2026-003 方大特钢科技股份有限公司 关于聘任高级管理人员的公告 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。 2026 年 1 月 25 日，方大特钢科技股份有限公司（以下简称"方大特钢"或 "公司"）第九届董事会第十次会议以现场和通讯表决相结合的方式召开，审议 通过《关于聘任高级管理人员的议案》。 规定的禁止任职情况和市场禁入、处罚且尚未解除的情况。 特此公告。 方大特钢科技股份有限公司董事会 2026 年 1 月 26 日 附件：简历 许杰，男，1979 年 5 月出生，中国国籍，无境外永久居留权，硕士研究生 学历，硕士学位，历任江西轩瑞律师事务所高级合伙 ...

Investment Rating - The report maintains a "Buy" rating for several key companies in the steel industry, including Hualing Steel, Baosteel, Nanjing Steel, and others, indicating a positive outlook for their performance [2][3]. Core Insights - The report highlights a tightening security expectation in the steel industry following a serious safety incident at Baogang Steel, which has led to increased scrutiny and potential impacts on production [9]. - It notes that while steel prices have decreased recently, the overall demand-supply dynamics are showing signs of marginal improvement, with steel mills expected to recover profits in the near term [9]. - The report emphasizes the shift towards high-end product exports, suggesting that leading companies will benefit from a transition from scale expansion to quality and efficiency improvements [9]. Summary by Sections Domestic Steel Market - As of January 23, 2026, steel prices have declined, with rebar priced at 3,260 CNY/ton, down 60 CNY from the previous week [15][16]. - The report indicates an increase in production, with total output for major steel products reaching 8.2 million tons, a slight increase from the previous week [9][12]. International Steel Market - The U.S. steel market shows stable prices, with hot-rolled coil prices at 1,050 USD/ton, unchanged from the previous week [27][29]. - European steel prices have seen slight increases, with hot-rolled prices rising to 745 USD/ton [27][29]. Raw Materials and Shipping Market - Domestic iron ore prices are fluctuating, with local prices for iron concentrate around 750 CNY/ton, while imported iron ore prices are showing a downward trend [31][34]. - The report notes that the shipping market has seen an increase, indicating potential cost pressures for raw material imports [31]. Production and Inventory - The report states that as of January 23, 2026, total steel inventory has increased, with social inventory rising by 21,400 tons to 8.6746 million tons [9][12]. - The production of rebar has increased to 1.9955 million tons, reflecting a recovery in output levels [9][12]. Profitability Analysis - The report provides a profitability outlook, indicating that the average gross margins for rebar and hot-rolled steel have shown fluctuations, with rebar margins decreasing by 8 CNY/ton [9][12]. - It suggests that the profitability of steel mills is expected to improve as demand conditions stabilize [9].

登录新浪财经APP 搜索【信披】查看更多考评等级 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： ● 涉案金额：不适用 ● 对公司损益产生的影响：公司在各报告期已暂估确认费用，根据一审判决结果，预计不会对公司损益 产生较大影响，目前公司按照会计准则相关规定，根据一审判决和案件进展情况进行相应的会计处理； 由于本案二审尚未开庭，案件最终判决结果存在不确定性，诉讼结果对公司本期及期后利润的影响尚存 在不确定性，敬请广大投资者注意投资风险。 一、本次诉讼基本情况 云南煤业能源股份有限公司（以下简称云煤能源或公司）近日收到云南省高级人民法院送达的传票等文 书，关于云南昆铁昆安铁路有限公司（以下简称昆铁昆安）因铁路货物运输合同纠纷起诉武钢集团昆明 钢铁股份有限公司（以下简称武昆股份）与云煤能源。因昆铁昆安、武昆股份及公司均不服昆明铁路运 输中级人民法院作出的一审判决，三方均向高级人民法院提出了上诉。 本次诉讼的主要内容及案件背景、一审判决情况具体内容详见《云南煤业能源股份有限公司关于重大诉 讼及因诉前保全部分银行账户被冻 ...

Core Viewpoint - The announcement details a share reduction plan by directors and senior management of Fangda Special Steel Technology Co., Ltd, ensuring compliance with relevant regulations and the absence of misleading information [1]. Group 1: Shareholding Information - As of the announcement date, Director Xu Zhixin holds 2,923,500 shares, accounting for 0.1264% of the total share capital, while Secretary Wu Aiping holds 1,143,000 shares, representing 0.0494% of the total share capital [2]. Group 2: Reduction Plan Details - Xu Zhixin plans to reduce his holdings by up to 730,875 shares, which is no more than 0.0316% of the total share capital, and Wu Aiping intends to reduce by up to 285,750 shares, or 0.0124% of the total share capital. The reduction will occur through centralized bidding within three months starting from February 24, 2026, to May 22, 2026 [3]. Group 3: Basic Information of Reducing Parties - The reducing parties do not have any concerted actions [4]. Group 4: Additional Reduction Plan Information - If the company's stock is suspended during the pre-disclosure period, the actual start time for the reduction will be postponed accordingly [5].

（来源：江西方大钢铁） 质量是品牌的生命线，方大特钢将质量管控贯穿生产全流程，实现国内市场口碑与国际市场认可双丰 收。 在国内市场，作为江西省内钢筋产品主要供应企业及南昌市新型材料产业链"链主"企业，方大特钢生产 的"海鸥"牌钢筋混凝土用热轧钢筋被广泛应用于跨江大桥、高速铁路、地铁等重点工程，"长力"牌汽车 用弹簧扁钢成为汽车产业链中的重要材料，两大系列品牌同时获评2025年江西名牌产品，其中热轧带肋 钢筋盘条和直条均入选2024年度冶金产品实物质量"金杯优质产品"。在江西、湖北、湖南三省联动产品 质量监督抽查中，其HPB300 Φ10mm规格热轧光圆钢筋盘卷各项指标全部合格，抗拉强度、断后伸长率 等核心性能更优于标准规定值，用实打实的检测数据印证企业扎实的质量管控能力。 在国际市场拓展中，2025年4月，方大特钢生产的弹簧扁钢顺利通过马来西亚标准与工业研究协会 （SIRIM）认证，充分契合当地市场质量要求，为深耕东南亚市场、提升国际竞争力筑牢根基。 聚焦技术创新，引领产品升级与标准完善 技术创新与标准引领，是品牌升级的核心驱动力。方大特钢深耕特钢领域多年，不仅主导制定我国首个 汽车专用弹簧钢国家标准，更作为 ...

Summary of Key Points Core Viewpoint - Fangda Special Steel (600507.SH) announced shareholding changes involving its directors, indicating potential shifts in ownership and market sentiment [1] Group 1: Shareholding Information - Director Xu Zhixin holds 2,923,500 shares, representing 0.1264% of the total share capital of the company [1] - Board Secretary Wu Aiping holds 1,143,000 shares, accounting for 0.0494% of the total share capital [1] Group 2: Planned Share Reductions - Xu Zhixin plans to reduce his holdings by up to 730,875 shares, which is a maximum of 0.0316% of the total share capital [1] - Wu Aiping intends to reduce her holdings by up to 285,750 shares, representing a maximum of 0.0124% of the total share capital [1] Group 3: Reduction Timeline and Conditions - The share reduction will occur through centralized bidding within three months starting from 15 trading days after the announcement, specifically from February 24, 2026, to May 22, 2026 [1] - Any adjustments in share numbers or percentages will be made if the company undertakes actions such as stock dividends or capital reserve transfers [1]

Core Viewpoint - The company announced that two board members plan to reduce their shareholdings through centralized bidding, indicating potential changes in insider ownership and market sentiment [1] Group 1: Shareholding Reduction - Board member Xu Zhixin intends to reduce his holdings by up to 730,875 shares, representing no more than 0.0316% of the company's total share capital [1] - Board secretary Wu Aiping plans to reduce her holdings by up to 285,750 shares, accounting for no more than 0.0124% of the company's total share capital [1] - The reduction period is set from February 24, 2026, to May 22, 2026, which may influence market perceptions during this timeframe [1]

证券代码：600507 证券简称：方大特钢 公告编号：临 2026-002 方大特钢科技股份有限公司 董事、高级管理人员减持股份计划公告 截至本公告披露日，方大特钢科技股份有限公司（以下简称"公司"）董事徐 志新持有公司无限售条件流通股 2,923,500 股，占公司总股本的 0.1264%；董事 会秘书吴爱萍持有公司无限售条件流通股 1,143,000 股，占公司总股本的 0.0494%。 减持计划的主要内容 徐志新计划通过集中竞价的方式减持不超过 730,875 股，减持比例不超过公 司总股本的 0.0316%；吴爱萍计划通过集中竞价的方式减持不超过 285,750 股， 减持比例不超过公司总股本的 0.0124%。 通过集中竞价交易减持期限为本减持计划公告之日起 15 个交易日后的 3 个 月内（即 2026 年 2 月 24 日至 2026 年 5 月 22 日），在此期间，若公司有送股、 资本公积转增股本等事项，减持股份数、减持比例将相应调整。 1 股东名称 徐志新 股东身份 控股股东、实控人及一致行动人 □是 □否 直接持股 5%以上股东 □是 □否 董事、监事和高级管理人员 √是 □否 其他：/ ...

Summary of Key Points Core Viewpoint - Fangda Special Steel (600507.SH) announced the planned reduction of shares by two board members, indicating potential changes in ownership structure and market sentiment towards the company [1] Group 1: Shareholding Information - Director Xu Zhixin holds 2,923,500 shares, accounting for 0.1264% of the total share capital of the company [1] - Board Secretary Wu Aiping holds 1,143,000 shares, representing 0.0494% of the total share capital [1] Group 2: Planned Share Reduction - Xu Zhixin plans to reduce his holdings by up to 730,875 shares, which is no more than 0.0316% of the total share capital [1] - Wu Aiping intends to reduce her holdings by up to 285,750 shares, equating to no more than 0.0124% of the total share capital [1] Group 3: Reduction Timeline and Conditions - The share reduction will occur through centralized bidding within three months starting from 15 trading days after the announcement, specifically from February 24, 2026, to May 22, 2026 [1] - Any adjustments in shareholding due to stock bonuses or capital reserve transfers will affect the number and percentage of shares to be reduced [1]