证券代码：601003 证券简称：柳钢股份 公告编号：2025-030 柳州钢铁股份有限公司 2025 年半年度业绩预增公告 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： 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升 50%以上 的情形。 公司预计2025年半年度实现归属于母公司所有者的净利润约3.4亿元至 4亿元，归属于母公司所有者的扣除非经常性损益后的净利润约3.15亿元至3.75 亿元。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 经财务部门初步测算，预计 2025 年半年度实现归属于母公司所有者的净利 润约 3.4 亿元至 4 亿元，与上年同期相比，将增加 2.86 亿元至 3.46 亿元，同比 增加 530%至 641%。 预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益后的净利 润约 3.15 亿元至 3.75 亿元，与上年同期相比，将增加 2.77 亿元至 3.37 亿元， 同比增加 7 ...

Investment Rating - The report maintains a "Recommended" rating for the steel industry, suggesting to focus on the bottom repair opportunities in steel stocks [1]. Core Viewpoints - The steel market is currently experiencing a dual weakness in supply and demand during the off-season, but improved market sentiment has led to an increase in steel prices [2][3]. - The overall profitability of the steel industry has improved in the first half of the year due to a significant decline in raw material prices, which has positively impacted steel production costs [3][9]. - The "anti-involution" policy proposed by the Central Financial Committee is expected to enhance market conditions for the steel industry, leading to both valuation and performance recovery in the long term [4][10]. Industry Data Summary Production Data - As of July 11, the production of five major steel products totaled 8.7272 million tons, a week-on-week decrease of 124,000 tons [1]. - The average daily molten iron output from 247 steel enterprises was 2.3981 million tons, down 10,400 tons week-on-week, with a blast furnace capacity utilization rate of 89.9%, a decrease of 0.39 percentage points [1][2]. Consumption Data - The apparent consumption of the five major steel products was 8.7307 million tons, a week-on-week decrease of 121,900 tons [1][2]. - The consumption changes for specific products included a decrease of 33,700 tons for rebar, 29,100 tons for wire rod, and 18,600 tons for hot-rolled products [1]. Inventory Situation - Total steel inventory was reported at 13.3958 million tons, with a slight week-on-week decrease of 3,500 tons [1]. - Social inventory decreased by 21,200 tons to 9.1401 million tons, while steel mill inventory increased by 17,700 tons to 4.2557 million tons [1]. Profitability Data - The average cost of molten iron for 114 steel mills was stable at 2,256 yuan per ton [1]. - As of July 11, the gross profit per ton for high furnace rebar was 196 yuan, hot-rolled sheets 142 yuan, and cold-rolled sheets 31 yuan, with week-on-week increases of 9 yuan, 16 yuan, and 20 yuan respectively [1][3].

New Stock Offerings - 济川药业 (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST亚振 (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - 中程退 (300208) has 7 trading days remaining until the last trading day[1] Delisting Notices - 退市锦港 (600190) has 7 trading days remaining until the last trading day[1] - 恒立退 (000622) has 4 trading days remaining until the last trading day[1] - 退市九有 (600462) has 3 trading days remaining until the last trading day[1] Abnormal Fluctuations - 北方长龙 (301357) reported severe abnormal fluctuations[1] - 浙江东日 (600113) reported abnormal fluctuations with an announcement time of June 28, 2025[1] - 诺德股份 (600110) reported abnormal fluctuations with an announcement time of June 27, 2025[1]

Group 1 - Trump expresses dissatisfaction with Putin and threatens additional sanctions against Russia, while approving more defensive weapons for Ukraine [2] - French President Macron's state visit to the UK marks the first since 2008 and the first EU leader visit post-Brexit [3] - Japan reports a record high of 16,943 people hospitalized due to heatstroke in June, the highest since 2010 [4] Group 2 - The State Council of China issues guidelines to enhance the efficiency of administrative services and streamline processes [5] - The National Development and Reform Commission allocates an additional 10 billion yuan for employment initiatives, expected to benefit 310,000 people [6] - A joint notice from several Chinese departments emphasizes the development of zero-carbon parks and renewable energy utilization [7] Group 3 - The National Health Commission aims to increase the availability of childcare services, targeting 4.5 spots for every 1,000 people by 2025 [8] - The China Securities Association initiates a comprehensive survey of the securities industry to inform the upcoming development report [9][10] - The passenger car market in China sees retail sales of 2.084 million units in June, a year-on-year increase of 18.1% [11] Group 4 - The e-commerce logistics index in China reaches a new high in June, driven by consumer demand and promotional activities [12] - Beijing releases the first national model contract for live-streaming e-commerce, aiming to clarify responsibilities and promote industry standards [13] - Jiangsu province leads in leisure and entertainment consumption orders during the "Su Super" event, with a growth rate of around 40% [14] Group 5 - Hangzhou accelerates the development of brain-like intelligence projects, supporting enterprises in scaling up [15] - An investigation in Gansu reveals that abnormal lead levels in children were due to illegal food practices [16] - Trump threatens high tariffs on copper and pharmaceuticals, causing a surge in copper prices [18] Group 6 - The U.S. Supreme Court allows the government to proceed with significant federal agency layoffs [19] - Iran denies requesting talks with the U.S., countering Trump's claims of arranged discussions [20] - A forest fire in southern France has burned over 700 hectares, injuring at least nine firefighters [21] Group 7 - Trump announces a 36% tariff on imports from Thailand, prompting a strong response from Thai officials [22] - Zhuhai Wanda undergoes significant leadership changes, marking a departure from its previous management [23] - GAC Fiat Chrysler declares bankruptcy due to an inability to meet debt obligations [24] Group 8 - Institutional investors sold 21 stocks while buying 5.42 billion yuan worth of Dazhihui shares on July 8 [26] - The U.S. stock market shows mixed results, with Intel shares rising over 7% [29] - The competitive landscape between Meituan and Alibaba in the food delivery sector intensifies, impacting service providers [30]

New Stock Listings - Yitang Co., Ltd. (688729) listed at an issue price of 8.45 on July 8, 2025[1] - Jichuan Pharmaceutical (600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (603389) has a tender offer period from June 10 to July 9, 2025[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 8 trading days remaining until the last trading day[1] - Hengli Tui (000622) has 5 trading days remaining until the last trading day[1] - Tui Shi Jiu You (600462) has 4 trading days remaining until the last trading day[1] Market Volatility - North China Long Dragon (301357) reported severe abnormal fluctuations[1] - Multiple stocks including ST Zhengping (603843) and Hunan Tianyan (600698) have reported abnormal fluctuations[3]

Stock Performance - Jin'an Guoji achieved a 10.02% increase over four consecutive days, driven by copper-clad laminates and medical devices [2] - Honghe Technology saw a 10.02% rise over six days, attributed to electronic-grade glass [2] - Jiuding New Materials recorded a 10.05% increase over three days, also linked to electronic-grade glass [2] - Bomin Electronics experienced a 9.98% rise over six days, related to PCB and chips [2] - Yihua New Materials surged by 19.99% over four days, associated with RSW [2] Industry Insights - The Ministry of Industry and Information Technology emphasized the need to regulate low-price competition in the photovoltaic industry, urging companies to enhance product quality and phase out outdated capacity [4] - The photovoltaic sector is witnessing significant stock performance, with companies like Huaguang Huaneng and Yamaton showing increases of 9.98% and 10.01% respectively, driven by photovoltaic glass [6] - The semiconductor industry is gaining attention as Changxin Storage initiates its IPO guidance, with stocks like Xinling Electric and Wotton Technology showing increases of 20.01% and 9.98% respectively [7] - Analysts predict a potential improvement in earnings across technology, consumer, and midstream manufacturing sectors as the mid-year reporting season approaches, which could drive the A-share market upward [8] Real Estate Sector - The Ministry of Housing and Urban-Rural Development is conducting research to stabilize expectations, activate demand, optimize supply, and mitigate risks in the real estate market, aiming for a rebound [11] - Stocks like Yukaifa and Hefei Urban Construction have shown increases of 10.10% and 10.04% respectively, linked to real estate developments [12] Innovation in Pharmaceuticals - A report from CICC indicates that China's innovative pharmaceuticals are entering a phase of gradual innovation, gaining international competitiveness [13] - Stocks such as Weixin Kang and Lianhuan Pharmaceutical have seen increases of 10.02% and 10.01% respectively, driven by innovations in pharmaceuticals [14] Power Sector - The recent heatwave has led to a surge in electricity demand, with the national peak load reaching 1.465 billion kilowatts, a historical high [33] - Companies like Huayin Electric and Xinzhonggang have reported increases of 10.00% and 10.01% respectively, attributed to performance in the power sector [34]

智通财经7月8日电，钢铁板块日内震荡回升，柳钢股份封涨停走出6天5板，此前金岭矿业涨停，太钢不 锈、重庆钢铁、盛德鑫泰、华菱钢铁、三钢闽光等跟涨。消息面上，国家统计局数据显示，1—5月，我 国黑色金属冶炼和压延加工业累计实现利润总额316.9亿元，盈利情况好于2024年全年的291.9亿元。 就 单月来看，5月份，全行业盈利147.7亿元，创下年内单月盈利新高。 钢铁板块震荡回升 柳钢股份6天5板 ...

Group 1 - The U.S. President Trump announced tariffs on imports from 14 countries, with rates ranging from 25% to 40% depending on the country, effective from August 1 [2] - The tariffs include 25% on Japan and South Korea, 30% on Bosnia and South Africa, and up to 40% on Laos and Myanmar [2] - Trump warned of reciprocal tariffs if Japan and South Korea respond with their own increases [2] Group 2 - China's National Development and Reform Commission allocated an additional 10 billion yuan for employment support projects, aiming to create jobs for 310,000 individuals [3] - The investment will fund 1,975 projects, with 45.9% of the budget allocated for labor remuneration [3] Group 3 - The State Council's Food Safety Committee proposed a reward mechanism to encourage food industry employees to report safety risks, aiming for implementation by the end of 2026 [4] - The mechanism will initially target key sectors and larger businesses before expanding to other food production and import/export entities [4] Group 4 - The Ministry of Ecology and Environment emphasized the need for high standards in marine ecological protection and comprehensive governance of key sea areas [7] - The ministry aims to enhance the efficiency of environmental resource allocation and strengthen carbon market construction [7] Group 5 - China's Ministry of Industry and Information Technology announced the formal release of the international standard for autonomous vehicle testing, ISO 34505:2025, which fills a gap in testing scenario generation [8] - The standard was developed with collaboration from Chinese and German experts and aims to establish evaluation methods for autonomous driving systems [8] Group 6 - The average price of pork in China's wholesale markets increased by 0.4% compared to the previous week, with the current price at 20.66 yuan per kilogram [11] - The overall agricultural product wholesale price index rose by 0.34 points, indicating a general increase in food prices [11] Group 7 - China's foreign exchange reserves reached $33,174 billion at the end of June, marking a $32.2 billion increase from May, representing a 0.98% rise [12] - The gold reserves also increased, reaching 7.39 million ounces, continuing an eight-month growth trend [12] Group 8 - The Shanghai government introduced measures to promote the high-quality development of the software and information services industry, including a pilot policy for foreign-funded game companies [14] - This initiative is expected to enhance the growth potential for foreign enterprises in the gaming sector [14] Group 9 - Chery Automobile established a domestic business division, which includes four sub-divisions, but clarified that this restructuring does not involve changes in brand positioning [25] - The adjustment aims to focus on strategic alignment and resource integration [25] Group 10 - The new quantitative trading regulations, effective from July 7, focus on enhancing supervision of high-frequency trading and outline specific management requirements [27] - The regulations aim to address abnormal trading behaviors and improve market stability [27]

Core Viewpoint - On July 7, the Shanghai Composite Index rose by 0.02%, with institutional investors appearing on the trading lists of 22 stocks, net buying 9 and net selling 13 [1][2]. Group 1: Institutional Trading Activity - Institutional specialized seats were present in 22 stocks, with a total net selling amount of 72.88 million yuan [1]. - The stock with the highest net buying amount was Qingdao Kingking, which closed at the daily limit with a trading volume of 1.533 billion yuan and a turnover rate of 24.58%, resulting in a net buying of 94.49 million yuan [2][5]. - Yihua New Materials saw a decline of 8.59% with a turnover rate of 47.51%, leading to a net buying of 48.88 million yuan despite a net outflow of 51.02 million yuan [2][5]. - Haoshanghao experienced a drop of 5.14% with a turnover rate of 39.15%, resulting in a net buying of 31.58 million yuan [2][5]. Group 2: Market Performance - The average increase of stocks with institutional net buying was 4.18%, outperforming the Shanghai Composite Index [3]. - Stocks like Xinling Electric and Qingdao Kingking showed strong performance, closing at the daily limit [3]. - Historical data indicates that stocks with institutional net buying have a 53.60% probability of rising the next day and a 40.00% probability of rising within three days [3]. Group 3: Performance of Specific Stocks - Among the stocks with institutional net buying, only one stock announced its half-year performance forecast [4]. - The stock with the highest net selling amount was Liugang Co., Ltd., with a net selling of 100.18 million yuan due to a daily volatility of 18.32% [4][9]. - Xiangxin Technology was also notable for a net selling of 49.14 million yuan, with a daily drop of 8.32% [4][9]. Group 4: Northbound Trading Activity - On July 7, 13 stocks on the trading list had Northbound trading activity, with net buying in stocks like Hailian Jinhui and Jingbeifang [7][8]. - Hailian Jinhui had a net buying amount of 127.70 million yuan, with a daily increase of 10.05% [8]. - Stocks like Xiangxin Technology and Liugang Co., Ltd. experienced net selling amounts of 27.92 million yuan and 15.87 million yuan, respectively [9].

Market Overview - On July 7, the Shanghai Composite Index rose by 0.02%, while the Shenzhen Component Index fell by 0.7%, and the ChiNext Index decreased by 1.21% [1] - A total of 48 stocks appeared on the daily trading list, with the highest net inflow of funds into Qingdao Kingking (002094.SZ), amounting to 195 million yuan [1][4] Stock Performance - Qingdao Kingking saw a closing price increase of 9.99% with a turnover rate of 24.58%, and it accounted for 12.74% of the total trading volume [1][7] - The stock with the highest net outflow was Liugang Co., Ltd. (601003.SH), which experienced a net sell-off of 75 million yuan and closed down by 7.95% with a turnover rate of 9.2% [4][10] Institutional Activity - Among the 22 stocks on the trading list, institutions were net sellers of 72.88 million yuan, buying 9 stocks and selling 13 [6][10] - The largest institutional net purchase was also in Qingdao Kingking, with an amount of 94.49 million yuan, representing 6.16% of its total trading volume [8][11] Northbound Capital - Northbound funds participated in 13 stocks on the trading list, with a total net purchase of 383 million yuan [10] - The stock with the highest net purchase from northbound funds was Hailian Jinhui (002537.SZ), with a net inflow of 128 million yuan, accounting for 4.7% of its total trading volume [11] Joint Activity - Notably, both institutions and northbound funds jointly net bought the stock "Haoshanghao" and jointly net sold "Tax Friend Shares," "Liugang Co., Ltd.," and "Xiangxin Technology" [13] - In Hailian Jinhui and Longyang Electronics, there was a divergence where institutions sold Hailian Jinhui for 47.83 million yuan while northbound funds bought it for 127.7 million yuan [13]