Group 1 - The core viewpoint of the article is that Citigroup has issued a "buy" rating for Maanshan Iron & Steel Co., Ltd. (00323) with a target price of HKD 2.8 [1] - Maanshan Iron & Steel is expected to report a preliminary net loss of RMB 190 million to RMB 250 million for the previous year, which is better than Citigroup's expectation of approximately RMB 535 million [1] - The estimated median net loss for Maanshan in the fourth quarter is around RMB 304 million, primarily impacted by asset impairment following the acquisition of Baosteel, along with negative contributions from joint ventures [1] Group 2 - Despite the challenging conditions in the steel industry during the fourth quarter, the synergy effects from the merger with Baosteel are expected to continue to be realized, including optimization of management costs and management integration [1] - It is estimated that Maanshan's core business can still maintain profitability [1]

格隆汇1月30日丨马钢股份(600808.SH)在投资者互动平台表示，公司的钢材产品不包括不锈钢产品。 ...

格隆汇1月30日丨马钢股份(600808.SH)在投资者互动平台表示，公司紧固件用冷镦钢产品暂无航天飞船 方面的订单。 ...

花旗发表研报指，马鞍山钢铁股份预计去年初步净亏损为1.9亿至2.5亿元，优于该行预期的约5.35亿元 水平。按此推算，马钢去年第四季净亏损中位数约为3.04亿元，主要受并购宝钢后的资产减值影响，同 时联营公司业绩亦带来负面拖累。该行预期，尽管去年第四季对钢铁行业而言仍是艰难时期，但马钢与 宝钢的协同效应将持续释放(包括售管理费用优化及管理整合等方面)，估计马钢的核心业务仍可维持盈 利。该行予其"买入"评级，目标价为2.8港元。 ...

Group 1: Company Announcements - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder post-restructuring [1] - Silver Industry's gold and silver product revenues are low, with gold sales contributing 18.67% and silver 4.54% to total revenue in H1 2025 [2] - Tianneng Wind Power has decided to implement long-term production halts for six wholly-owned subsidiaries to optimize resource allocation and focus on core offshore wind power business [3] Group 2: Price and Supply Risks - Tongling Nonferrous Metals reports significant uncertainty in the prices of cathode copper and other main products, with low self-sufficiency in copper concentrate posing supply stability risks [4] - ST Aowei received a notice of termination of listing due to market capitalization falling below 500 million yuan for 20 consecutive trading days [5][6] Group 3: Performance Forecasts - Foton Motor expects a net profit increase of approximately 1551% to around 1.33 billion yuan in 2025, driven by sales growth across various segments [7] - Beimo High-Tech anticipates a net profit of 190 million to 220 million yuan, reflecting a growth of 1076.16% to 1261.87% [8] - Zhongke Sanhuan forecasts a net profit increase of 566.23% to 899.35%, driven by cost control and market expansion [9] - Wancheng Group expects a net profit of 1.23 billion to 1.4 billion yuan, a growth of 222.38% to 266.94% [10] - Wan Yi Technology anticipates a net profit increase of 191.52% to 330.34%, supported by product optimization and cost reduction measures [11] - Nanmo Biology expects a net profit of 24 million to 34 million yuan, a growth of 269.49% to 423.44% [12] - Bai'ao Saitou forecasts a net profit increase of 384.26% to 443.88%, benefiting from overseas market expansion [13] - Hailanxin anticipates a net profit of 40 million to 60 million yuan, a growth of 387.47% to 631.2% [14] - Panzhihua Coal expects a net profit of 318 million to 380 million yuan, a growth of 205.3% to 264.83% [15] - Huaguang New Materials forecasts a net profit increase of 104.67% to 141.88% [16] - Putian Technology expects a net profit of 1.92 million to 2.88 million yuan, a growth of 71.55% to 157.33% [17] - Guoda Special Materials anticipates a net profit increase of 82.61% [18] - Tongkun Co. expects a net profit of 1.95 billion to 2.15 billion yuan, a growth of 62.24% to 78.88% [19] - Yiming Pharmaceutical forecasts a net profit increase of 61.12% to 122.08% [20] - Guosheng Securities expects a net profit of 210 million to 280 million yuan, a growth of 25.44% to 67.25% [21] - Shengyi Technology anticipates a net profit increase of 87% to 98% [22] Group 4: Loss Forecasts - Saifutian expects a loss of 30 million to 45 million yuan, significantly reducing previous losses [23] - Magang Group forecasts a loss of 190 million to 250 million yuan, a substantial reduction in losses [24] - Shennong Seed Industry anticipates a profit of 90 million to 120 million yuan, reversing previous losses [25] - Jifeng Co. expects a profit of 410 million to 495 million yuan, reversing previous losses [26] - Bingchuan Network forecasts a profit of 436 million to 516 million yuan, reversing previous losses [27] - Zhongyou Technology anticipates a profit of 540 million to 640 million yuan, reversing previous losses [28] - Dongfang Biology expects a loss of 523 million yuan [29] - Wantai Biological anticipates a loss of 330 million to 410 million yuan due to market pressures [30] - Anbotong expects a loss of 114 million to 165 million yuan [31] - Shunxin Agriculture forecasts a loss of 116 million to 188 million yuan due to declining sales [32] - Guozhong Water expects a loss of 130 million to 104 million yuan, with potential delisting risks [33] Group 5: Major Contracts - China Communication Signal expects to win 21 major projects worth approximately 5.26 billion yuan [34]

1月27日至28日，由国汽轻量化（江苏）汽车技术有限公司牵头，吉利、长城、凌云等主流车企及产业 链专家参与的"超薄带汽车用马氏体钢认证与推广行业对接交流会"在沙钢集团召开。这不仅是一次技术 研讨，更标志着沙钢"超薄带汽车用马氏体钢"正式启动系统性行业认证，迈入与汽车产业链深度融合的 新阶段。 面对汽车产业向电动化、轻量化、低碳化转型的趋势，车身减重与材料低碳化成为关键课题。国汽轻量 化代表表示，推动沙钢超薄带汽车用钢的认证与产业化，旨在打通从创新材料到先进工艺的全产业链， 为行业提供高性能、绿色低碳的一体化解决方案，助力中国汽车产业构建全球竞争新优势。 与会专家就具体应用场景、成本、耐腐蚀性及碳核算等议题进行了探讨。沙钢集团常务执行董事、副总 裁施一新表示，沙钢将严格遵循汽车行业高标准推进认证，保障材料安全可靠，并愿通过多元合作模 式，与产业链伙伴共同发展。 汽车轻量化技术创新战略联盟常务副秘书长杨洁表示，本次会议是凝聚共识、启动合作的重要节点。沙 钢超薄带技术以其低碳与技术优势，为中国汽车轻量化与低碳化目标提供了有竞争力的材料选择。联盟 期待以此项目为起点，构建技术驱动、合作共赢的产业生态，加速国产创新技术 ...

证券代码：600808 证券简称：马钢股份 公告编号：2026-001 马鞍山钢铁股份有限公司 2025年年度业绩预亏公告 马鞍山钢铁股份有限公司（"公司"或"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个别及连带责任。 重要内容提示： ● 预计公司2025年度实现归属于上市公司股东的净利润为人民币-2.50亿元到-1.90亿元，与上年同期相 比，将减少亏损人民币44.09亿元到44.69亿元。 一、本期业绩预告情况 （一）利润总额：人民币-48.30亿元。 （二）归属于上市公司股东的净利润：人民币-46.59亿元。归属于上市公司股东的扣除非经常性损益的 净利润：人民币-42.98亿元。 （三）每股收益：人民币-0.61元。 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1.经财务部门初步测算，公司预计2025年度利润总额为人民币1.2亿元到1.8亿元。 2.经财务部门初步测算，公司预计2025年度实现归属于上市公司股东的净利润为人民币-2.50亿元到-1.90 亿元，与上年同期相比，将减少 ...

（文章来源：证券日报） 证券日报网讯 1月29日，马钢股份在互动平台回答投资者提问时表示，公司的轮轴产品广泛应用于铁路 运输、港口机械、石油化工等诸多领域，包括航空航天领域。 ...

（编辑 姚尧） 证券日报网讯 1月29日，马钢股份在互动平台回答投资者提问时表示，近年来，公司向欧盟出口产品的 收入占公司营业收入总额的比例不到0.4%。2025年，公司对欧盟市场的销售主要通过境内主体直接向 欧盟出口。 ...

Group 1 - The company expects a net loss attributable to shareholders for the year 2025 to be between RMB 2.50 billion and RMB 1.90 billion, which represents a reduction in losses of approximately RMB 44.09 billion to 44.69 billion compared to the previous year [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses is projected to be between RMB 2.72 billion and RMB 2.12 billion, reflecting a decrease in losses of about RMB 40.26 billion to 40.86 billion year-on-year [1] Group 2 - The domestic steel industry is continuing its trend of reducing output and adjusting structure in 2025, facing severe operating conditions due to ongoing supply-demand imbalances, pressure on steel prices, and fluctuations in raw material costs [2] - The company is committed to its "four have" operational principles and is actively promoting institutional reforms and collaborative efficiency, optimizing product structure, and increasing the proportion of high-end products to enhance operational capabilities and production line efficiency [2] - Despite significant improvements in operational performance year-on-year, the company has not achieved profitability due to market fluctuations in the fourth quarter and ongoing transformation challenges, along with declining performance from some affiliated companies [2]