方大特钢科技股份有限公司 2025 年半年度报告 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 公司代码：600507 公司简称：方大特钢 方大特钢科技股份有限公司 2025 年半年度报告 1 / 178 方大特钢科技股份有限公司 2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 四、 公司负责人梁建国、主管会计工作负责人简鹏及会计机构负责人（会计主管人员）周雪声 明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及的发展战略及未来经营等前瞻性描述不构成公司对投资者的实质性承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 否 十、 重大风险提示 公司已在本报 ...

南财智讯8月26日电，方大特钢发布2025年半年度报告，报告期实现营业收入86.94亿元，同比下降 21.71%；归属上市公司股东的净利润4.05亿元，同比增长148.75%；扣除非经常性损益后的归属于上市 公司股东的净利润3.54亿元，同比增长58.97%；基本每股收益0.1751元。 ...

南昌方大特钢研究中心有限公司成立于2022年7月，法定代表人为梁建国，经营范围包括新材料技术推 广服务、冶金专用设备制造、金属结构制造等。股东信息显示，该公司由方大特钢（600507）全资持 股。 天眼查工商信息显示，8月20日，南昌方大特钢研究中心有限公司发生工商变更，注册资本由3.2亿人民 币增至6亿人民币，增幅87.5%。 ...

Market Performance - The special steel sector increased by 0.97% on August 26, with Jiuli Special Materials leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Jiuli Special Materials (002318) closed at 23.18, up 2.61% with a trading volume of 395,400 shares and a turnover of 924 million yuan [1] - Shagang Group (002075) closed at 6.59, up 2.49% with a trading volume of 1,364,300 shares and a turnover of 896 million yuan [1] - Other notable performers include Jinzhu Pipeline (002443) up 1.98%, and Fangda Special Steel (600507) up 1.20% [1] Capital Flow - The special steel sector saw a net inflow of 12.44 million yuan from institutional investors, while retail investors experienced a net outflow of 21.92 million yuan [2] - The main capital inflow was observed in Shagang Group with 63.88 million yuan, while the largest outflow was from Fushun Special Steel at 19.87 million yuan [3] Individual Stock Analysis - Jiuli Special Materials had a net inflow of 9.98 million yuan from institutional investors, indicating strong interest [3] - The overall capital flow showed that institutional investors were net buyers, while retail investors were net sellers across several stocks in the sector [3]

Group 1 - The core point of the article is that Nanchang Fangda Special Steel Research Center Co., Ltd. has increased its registered capital from 320 million RMB to 600 million RMB, representing an increase of 87.5% [1] - The company was established in July 2022 and is wholly owned by Fangda Special Steel [1] - The business scope of the company includes new material technology promotion services, manufacturing of metallurgical special equipment, and metal structure manufacturing [1]

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, and the supply side is beginning to show signs of market-driven clearance, indicating a potential recovery in the steel industry's fundamentals [3][4]. - The report anticipates that if supply policies are implemented, the speed of supply contraction will accelerate, leading to a quicker upward trend in the industry [3]. Summary by Sections Steel Market Overview - The apparent consumption of five major steel products reached 8.5299 million tons, an increase of 2.64% week-on-week [24]. - The total steel inventory was 14.4104 million tons, with a week-on-week increase of 2.25% [11]. - The operating rate of blast furnaces in 247 steel mills was 83.36%, a decrease of 0.23 percentage points week-on-week [28]. Production and Profitability - The total steel production was 8.7806 million tons, an increase of 0.73% week-on-week [30]. - The average gross profit for rebar was 243.7 CNY/ton, down 13.4% week-on-week, while hot-rolled coil gross profit was 201.7 CNY/ton, down 13.5% week-on-week [35]. Demand and Supply Dynamics - The report notes a decline in real estate demand, but infrastructure and manufacturing sectors are expected to maintain stable growth [3]. - Steel exports from China maintained a year-on-year growth of 9.2% in the first half of the year [3]. Raw Material Prices - Iron ore prices decreased, with the spot price dropping to 765 CNY/ton, a decline of 1.54% [42]. - Coking coal prices remained stable at 1430 CNY/ton, while coking prices increased to 1660 CNY/ton, a rise of 3.11% [42]. Recommendations - The report recommends focusing on leading companies with technological and product structure advantages, such as Baosteel and Hesteel, as well as companies with low valuations and high dividends like CITIC Special Steel [3].

Market Overview - The special steel sector experienced a decline of 0.99% on August 22, with Fangda Special Steel leading the drop [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Key stocks in the special steel sector showed varied performance, with Fangda Special Steel closing at 5.86, down 4.25%, and Xining Special Steel at 3.50, down 1.69% [2] - The trading volume and turnover for Fangda Special Steel were 553,200 shares and 328 million yuan, respectively [2] Capital Flow - The special steel sector saw a net outflow of 265 million yuan from main funds, while retail investors contributed a net inflow of 172 million yuan [2][3] - The capital flow data indicates that major funds were predominantly withdrawing from stocks like Fangda Special Steel and Xining Special Steel, while retail investors were more active in stocks like Taiyuan Iron & Steel [3]

Core Viewpoint - The special steel sector experienced a slight increase of 0.3% on August 21, with Jinzhou Pipeline leading the gains. The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1]. Group 1: Market Performance - Jinzhou Pipeline (002443) closed at 7.36, with a rise of 2.08% and a trading volume of 155,400 shares, amounting to a transaction value of 113 million yuan [1]. - Jiuli Special Materials (002318) closed at 22.65, up 1.80%, with a trading volume of 176,700 shares, totaling 398 million yuan [1]. - Changbao Co., Ltd. (002478) closed at 5.62, increasing by 0.90%, with a trading volume of 157,900 shares [1]. - CITIC Special Steel (000708) closed at 12.88, up 0.78%, with a trading volume of 222,700 shares [1]. - Jiao Jin Co., Ltd. (603995) closed at 18.44, increasing by 0.77%, with a trading volume of 86,100 shares [1]. - Fushun Special Steel (668009) closed at 5.63, remaining unchanged, with a trading volume of 441,900 shares [1]. - Taiyuan Iron & Steel (000825) closed at 4.18, unchanged, with a trading volume of 343,300 shares [1]. - Xining Special Steel (600117) closed at 3.56, down 0.28%, with a trading volume of 1,551,000 shares [1]. - Fangda Special Steel (600507) closed at 6.12, down 0.33%, with a trading volume of 152,900 shares, totaling 93.4 million yuan [1]. - Gande Zhengtai (300881) closed at 37.16, down 0.38%, with a trading volume of 22,200 shares, totaling 82.7 million yuan [1]. Group 2: Capital Flow - The special steel sector saw a net outflow of 18.99 million yuan from main funds, while retail funds experienced a net inflow of 2.63 million yuan [3]. - Speculative funds had a net inflow of 16.37 million yuan into the sector [3].

截至发稿，方大特钢市值为142亿元。 每经AI快讯，方大特钢（SH 600507）8月20日晚间发布公告称，经总经理提名，公司董事会审计委员 会、提名委员会审核通过，审议通过《关于聘任财务总监的议案》，聘任简鹏为公司财务总监。 2024年1至12月份，方大特钢的营业收入构成为：钢铁行业占比98.23%，采掘业占比1.56%，其他业务 占比0.21%。 奕瑞科技:聘任蒋燕为公司财务总监 九州一轨:李秀清辞去财务总监及财务负责人职务 宏微科技:聘任王巧巧担任公司财务总监 延伸阅读： ...

Group 1 - The core point of the article is the appointment of Jian Peng as the new Chief Financial Officer of Fangda Special Steel (600507) [1]