HKE 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 星交日期: 2026年1月5日 增加備註 第 13 頁 共 22 頁 l. 法定/註冊股本變動 □ 不適用 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市(註1) | を | + | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600808 | 説明 | Ａ股 | | | | | | 增加多櫃檯證券代號 | | | | | | | | | □ 手動填寫 | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 5,967,751,186 RMB | | 1 RMB | | 5,967,751,186 | | 增加 / 減少 (-) | | | 0 | | RMB | | | | 本月底結存 | | | 5,967,751,186 RMB | | 1 RMB | | 5,9 ...

Core Viewpoint - Maanshan Iron & Steel Company Limited (Ma Steel) has experienced a decline in stock price and mixed financial performance, with a notable increase in net profit despite a decrease in revenue [1][2]. Group 1: Stock Performance - As of January 5, Ma Steel's stock price fell by 2.13% to 4.13 CNY per share, with a trading volume of 2.32 billion CNY and a turnover rate of 0.93%, resulting in a total market capitalization of 31.804 billion CNY [1]. - Year-to-date, Ma Steel's stock has decreased by 2.13%, with a 5-day decline of 2.82%, a 20-day increase of 8.40%, and a 60-day increase of 1.23% [1]. Group 2: Financial Performance - For the period from January to September 2025, Ma Steel reported operating revenue of 57.572 billion CNY, a year-on-year decrease of 6.41%, while net profit attributable to shareholders increased by 103.30% to 83.629 million CNY [2]. - Cumulatively, since its A-share listing, Ma Steel has distributed a total of 15.903 billion CNY in dividends, with 1.55 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Ma Steel increased by 3.11% to 131,400, with an average of 0 circulating shares per person [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 46.471 million shares, an increase of 7.8098 million shares from the previous period, while the Southern CSI 500 ETF reduced its holdings by 908,200 shares [3].

Group 1 - The core point of the article is the establishment of Liaoning Anshidi Material Technology Co., Ltd., which is involved in advanced material technology and manufacturing [1] - The company has a registered capital of 20 million yuan [1] - The business scope includes research and development of new material technology, manufacturing of forgings and powder metallurgy products, additive manufacturing, and sales of additive manufacturing equipment [1] Group 2 - The company is jointly owned by Anshan Iron and Steel Group Co., Ltd. and Ansteel Group Beijing Research Institute Co., Ltd. [1]

Group 1 - The core viewpoint of the articles highlights Ma'anshan's commitment to ecological priority and green development, leading to significant improvements in environmental indicators and the production and living environment [1][2] - Ma'anshan has transitioned from "manufacturing along the river" to "intelligent manufacturing along the river," achieving a cumulative elimination of 4.99 million tons of outdated steel production capacity over the past decade [1] - The city has established a green manufacturing system, with 23 national-level green factories and 3 national-level green parks, where the output value of green factories accounts for over 40% of the total industrial output value [1] Group 2 - A total of 1,432 industrial enterprises above designated size have undergone digital transformation, achieving a transformation rate of 86.4%, with the CNC rate of key processes reaching 74.9% [1] - The implementation of smart sensing devices and 5G technology has led to a 90% reduction in dust emissions at the Ma Steel special steel plant compared to before the transformation [1] - Ma'anshan is advancing the "waste-free city" initiative, utilizing various technological means for pollution source detection and management, with PM2.5 average concentration meeting national secondary standards for four consecutive years [2]

Market Overview - The steel sector experienced a decline of 0.72% on December 30, with Wujin Stainless Steel leading the drop [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] Individual Stock Performance - Major steel stocks showed varied performance, with Maanshan Iron & Steel slightly up by 0.24% at a closing price of 4.20, while Wujin Stainless Steel fell significantly by 8.86% to 9.26 [2] - Other notable declines included Angang Steel down by 0.78% to 2.53 and Shougang Corporation down by 0.61% to 4.90 [1][2] Trading Volume and Value - Maanshan Iron & Steel had a trading volume of 752,800 shares with a transaction value of 317 million yuan, while Wujin Stainless Steel had a volume of 339,700 shares and a value of 326 million yuan [1][2] - The overall steel sector saw a net outflow of 119 million yuan from main funds, while retail investors contributed a net inflow of 135 million yuan [2][3] Fund Flow Analysis - Key stocks like Hebei Steel and Baotou Steel saw net inflows from main funds of 16.26 million yuan and 12.10 million yuan respectively, while Wujin Stainless Steel experienced a net outflow of 22.06 million yuan from speculative funds [3] - Retail investors showed a preference for stocks like Baotou Steel, which had a net inflow of 24.11 million yuan, indicating a mixed sentiment in the market [3]

Group 1 - The core viewpoint of the article highlights the establishment of a data property registration platform in Fujian Province, which allows for seamless verification of data ownership through the "Minzhengtong" app, enhancing confidence in data transactions and financing [1][2] - The Fujian data property registration platform, operated by the Fujian Big Data Exchange, has issued the province's first data property registration certificate, facilitating a one-stop registration service for data property and data intellectual property [1][2] - The integration of data property registration into core enterprise qualifications is emphasized, as it can enhance creditworthiness in financing and bidding scenarios [1] Group 2 - Fujian Big Data Exchange is actively exploring the establishment of a closed-loop system for data property registration, ensuring that certificate information is synchronized with government applications, thereby increasing the recognition of certificate validity [2] - The "Minzhengtong" app serves as a high-frequency platform for business services, with over 730,000 registered users and more than 13.48 million visits, allowing real-time queries of data property registration information [2] - The Fujian Province is accelerating the development of a comprehensive service ecosystem for data property, aiming to expand the application boundaries of data property certificates and enable more enterprises to benefit from the value of data elements [3]

Core Viewpoint - Maanshan Iron & Steel Company Limited (Ma Steel) has experienced fluctuations in stock performance, with a notable increase in share price this year, despite recent declines in trading volume and net outflows of capital [1][2]. Group 1: Stock Performance - As of December 26, Ma Steel's stock price was 4.16 yuan per share, down 2.12% during the trading session, with a total market capitalization of 32.035 billion yuan [1]. - Year-to-date, Ma Steel's stock price has increased by 34.63%, with recent performance showing an 8.90% rise over the last five trading days, a 6.39% increase over the last 20 days, and a 14.29% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a trading board for stocks with significant trading activity) twice this year, with the latest appearance on August 5, where it recorded a net buy of 94.5728 million yuan [1]. Group 2: Financial Performance - For the period from January to September 2025, Ma Steel reported operating revenue of 57.572 billion yuan, a year-on-year decrease of 6.41%, while net profit attributable to shareholders increased by 103.30% to 83.6289 million yuan [2]. - Cumulatively, since its A-share listing, Ma Steel has distributed a total of 15.903 billion yuan in dividends, with 1.55 million yuan distributed over the past three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for Ma Steel was 131,400, reflecting an increase of 3.11% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 46.4711 million shares, an increase of 7.8098 million shares from the previous period [3].

Core Viewpoint - Maanshan Iron & Steel Co., Ltd. (Ma Steel) is focusing on strengthening its special steel business by implementing a product management strategy, full-process cost control, and differentiated competition, leading to improved operational results in its special steel segment [2] Group 1: Business Strategy - The company is committed to the overall strategy of "focusing on strengthening special steel" and has adjusted its product structure accordingly [2] - In 2023, Ma Steel developed 139 new special steel products and achieved certification for 23 of them [2] Group 2: Operational Improvements - The company has implemented measures such as scale enhancement, product structure adjustment, and full-process cost reduction, which have led to a turnaround from continuous losses since the launch of new special steel products [2] - By 2025, the company plans to optimize its special steel product structure, increasing production of high-end wind power gear steel from 99,000 tons per year to 136,000 tons per year, and P92 series steel for ultra-supercritical boiler pipes from 17,300 tons per year to 22,600 tons per year [2] Group 3: Collaboration and Strategic Goals - Ma Steel is collaborating with Baosteel on manufacturing processes and quality for special steel products such as bearing steel, cold heading steel, and spring steel [2] - The company aims to continue advancing its "2345" operational strategy to establish itself as a core player in Baowu's strategic product lineup, focusing on specialization and quality in special steel products to enhance market competitiveness and industry influence [2]

证券日报网讯 12月25日，马钢股份在互动平台回答投资者提问时表示，公司将持续按照精简总部的方 向建设母公司本部。随着马钢有限等经营主体独立运营，总部定位于战略管控和专业服务，原则上不再 承担具体生产经营职能，侧重发挥统筹协调、制度建设和专业支撑作用。人员规模上，公司计划将总部 机关人员长期控制在合理区间，通过岗位整合、内部流动和自然减员等方式，强化关键管理和专业技术 岗位，减少一般性行政岗位，形成"精干、高效、专业化"的总部团队。推进路径上，公司将持续对标公 司优秀同行的总部管控实践，围绕职能梳理、流程再造，分阶段推进精简优化。 （文章来源：证券日报） ...

证券日报网讯 12月25日，马钢股份在互动平台回答投资者提问时表示，公司已完成将相关钢铁主业资 产增资注入至马钢有限涉及的经营资质转移、承接工作，基本完成资产权属变更转移手续。目前公司已 收到宝钢股份受让马钢有限股权的第二笔股权转让款。 （编辑 丛可心 袁冠琳） ...