2025年，公司紧扣"精益管理年"工作主线，推动生产经营提质向好，业绩实现改善，核心原因如下：一 是全面实施精益管理，深化极致降本、算账经营，开展原燃料采购、工艺控制及物流模式创新，全流程 挖潜增效，管理效能及成本优势持续提升；二是加大科技创新投入，品种钢占比和产品附加值稳步提 高；三是扩大有效投资，优化产线布局，制造业用钢占比大幅提升，同时，控股子公司广西钢铁集团有 限公司在2024年末全面投产，区位优势及规模效应显现；四是深耕国内、发力国际市场，提升全链条技 术服务能力，不断延伸品牌价值。 格隆汇1月29日丨柳钢股份(601003.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司 所有者的净利润约6.1亿元至7.3亿元，与上年同期相比，将实现扭亏为盈。预计2025年年度实现归属于 母公司所有者的扣除非经常性损益后的净利润约5.54亿元至6.74亿元。 ...

证券代码：601003 证券简称：柳钢股份 公告编号：2026-004 柳州钢铁股份有限公司 2025 年年度业绩预盈公告 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： 本期业绩预告的具体适用情形：净利润实现扭亏为盈。 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 12 月 31 日。 （二）业绩预告情况 经财务部门初步测算，预计 2025 年年度实现归属于母公司所有者的净利润 约 6.1 亿元至 7.3 亿元，与上年同期相比，将实现扭亏为盈。 预计 2025 年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 5.54 亿元至 6.74 亿元。 （三）本次所预计的业绩未经注册会计师审计。 二、上年同期经营业绩和财务状况 （一）利润总额：-6.05 亿元。归属于母公司所有者的净利润：-4.33 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：-4.77 亿元。 （二）每股收益：-0.17 元。 柳州钢铁股份有限公司（以下简称"公司"）预计 2025 ...

柳钢股份公告，预计2025年年度实现归属于母公司所有者的净利润约6.1亿元至7.3亿元，与上年同期相 比，将实现扭亏为盈。预计2025年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5.54 亿元至6.74亿元。上年同期归属于母公司所有者的净利润为-4.33亿元，归属于母公司所有者的扣除非经 常性损益后的净利润为-4.77亿元。 ...

Group 1 - Liu Steel Co., Ltd. (601003) closed at 5.3 yuan on January 23, 2026, up 7.51% from last week's 4.93 yuan, with a market cap of 13.583 billion yuan, ranking 14th in the flat steel sector and 1605th in the A-share market [1] - The highest intraday price for Liu Steel was 5.35 yuan on January 23, 2026, while the lowest was 4.88 yuan on January 19, 2026 [1] Group 2 - Liu Steel announced a capital increase and related party transaction, where it signed an investment agreement with Guangtou Lingang No. 1 Fund on January 22, 2025, resulting in a total capital contribution of 674 million yuan for a 2.3135% stake in Guangxi Steel [2][3] - Liu Steel's application for a simplified procedure to issue shares to specific targets for the year 2025 has been approved by the Shanghai Stock Exchange, pending registration approval from the China Securities Regulatory Commission [2][3]

Market Performance - The steel sector saw an increase of 1.53% on January 23, with Jiugang Hongxing leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Individual Stock Performance - Jiugang Hongxing (600307) closed at 2.07, with a rise of 10.11% and a trading volume of 2.38 million shares, amounting to a transaction value of 473 million yuan [1] - Wujin Stainless Steel (603878) also saw a significant increase of 10.05%, closing at 8.98 with a trading volume of 525,500 shares [1] - Other notable performers included Sangang Min Guang (002110) with a 4.95% increase, Baogang Co. (600010) up 3.61%, and Anyang Steel (600569) up 3.24% [1] Capital Flow Analysis - The steel sector experienced a net inflow of 397 million yuan from main funds, while retail funds saw a net outflow of 169 million yuan [2] - Main funds showed significant net inflows in stocks like Baogang Co. (600010) with 194 million yuan and Jiugang Hongxing (600307) with 145 million yuan [3] - Conversely, retail investors had notable outflows from Jiugang Hongxing and Baogang Co., indicating a shift in investor sentiment [3]

Market Performance - The steel sector saw an increase of 1.92% on January 22, with Benxi Steel leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Individual Stock Performance - Benxi Steel (000761) closed at 3.52, up 5.07% with a trading volume of 470,900 shares and a turnover of 165 million yuan [1] - Other notable performers included: - Jiugang Hongxing (600307) at 1.88, up 5.03% [1] - Linggang Co. (600231) at 2.27, up 4.13% [1] - Chongqing Steel (601005) at 1.50, up 3.45% [1] - Anyang Steel (600569) at 2.47, up 3.35% [1] Capital Flow Analysis - The steel sector experienced a net outflow of 244 million yuan from main funds, while retail investors contributed a net inflow of 215 million yuan [1] - The table of capital flow indicates that: - Baosteel (600019) had a net inflow of 57.81 million yuan from main funds [2] - Chongqing Steel (601005) saw a net inflow of 46.50 million yuan from main funds [2] - Benxi Steel (000761) had a net inflow of 21.22 million yuan from main funds [2]

Group 1 - The steel sector saw an increase of 0.68% on January 21, with Xin Steel Co. leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the steel sector showed various performance metrics, with Xin Steel Co. closing at 4.03, up 2.54%, and Baosteel Co. at 7.21, down 0.69% [1][2] Group 2 - The steel sector experienced a net inflow of 80.51 million yuan from main funds, while retail funds saw a net inflow of 52.64 million yuan [2] - Major stocks like Baosteel Co. had a significant net outflow from retail investors amounting to 76.84 million yuan, despite a net inflow of 81.51 million yuan from main funds [3] - The trading volume for key stocks varied, with Baosteel Co. recording a transaction amount of 684 million yuan, while Xin Steel Co. had a transaction amount of 424 million yuan [1][2]

Group 1: Earnings Forecasts - Huabang Health expects a net profit of 660 million to 730 million yuan for 2025, recovering from a loss of 299 million yuan in the previous year, driven by improvements in its agricultural chemical materials sector and steady growth in its pharmaceutical and tourism segments [2] - Kangda New Materials anticipates a net profit of 125 million to 135 million yuan for 2025, compared to a loss of 246 million yuan last year, primarily due to significant sales growth in adhesive and specialty resin products, particularly in the wind power sector [2] - Longxin Technology forecasts a net profit of 100 million to 150 million yuan for 2025, recovering from a loss of 250 million yuan, with improvements in its energy digitalization business and reduced losses in its new energy sector [3] - Hualu Bio expects a net profit of 100 million to 130 million yuan for 2025, recovering from a loss of 47.57 million yuan, attributed to increases in both sales price and volume [3] - Jiuxi Software predicts a net profit of 40 million to 60 million yuan for 2025, recovering from a loss of 156 million yuan, supported by AI technology enhancements and market expansion strategies [3] Group 2: Major Corporate Developments - Liou Co. has completed its stock suspension review and will resume trading on January 21, 2026, confirming that its business operations remain normal and no significant undisclosed matters exist [4] - Hikvision reported total revenue of 92.518 billion yuan for 2025, a slight increase of 0.02%, with a net profit of 14.188 billion yuan, up 18.46%, driven by strategic adjustments and improved cash flow management [6] - JianTou Energy expects a net profit of approximately 1.877 billion yuan for 2025, a significant increase of about 253.38% from the previous year, due to optimized coal resource allocation and cost management [6] Group 3: Investment and Mergers - Aibo Medical plans to acquire at least 51% of Demai Medical to gain control, aiming to leverage its R&D advantages in the sports health sector [19] - Yifan Transmission intends to purchase 87.07% of Beijing Helishi Motor Technology Co., which will become a subsidiary upon successful completion of the transaction [16] - Guangdong Hongtu plans to invest up to 95 million yuan to establish a subsidiary in Thailand for automotive parts production and sales [20] Group 4: Stock Performance and Changes - Huicheng Environmental's major shareholder plans to increase their stake in the company by investing between 25 million and 50 million yuan within six months [22] - Liou Co. will resume trading after completing its stock suspension review, indicating stability in its operations [24] - Kailong High-Tech and Debang Co. have been suspended from trading, indicating potential issues or developments requiring further clarification [25]

Core Viewpoint - The steel sector experienced a rise of 1.47% on January 20, with Xinxing Casting leading the gains, while the Shanghai Composite Index slightly declined by 0.01% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01% [1]. - The Shenzhen Component Index closed at 14155.63, down 0.97% [1]. - Xinxing Casting's stock price increased by 4.48% to 4.66, with a trading volume of 1.4421 million shares and a transaction value of 664 million [1]. Group 2: Individual Stock Performance - Hualing Steel's stock rose by 4.24% to 5.90, with a trading volume of 1.6286 million shares and a transaction value of 949 million [1]. - New Steel's stock increased by 3.15% to 3.93, with a trading volume of 0.9027 million shares and a transaction value of 350 million [1]. - Liugang's stock price rose by 2.37% to 5.18, with a trading volume of 0.2365 million shares and a transaction value of 121 million [1]. Group 3: Fund Flow Analysis - The steel sector saw a net outflow of 154 million from main funds, while retail investors contributed a net inflow of 1.6 billion [2]. - The main funds showed a net outflow of 52.18 million from Chongqing Steel, while retail investors had a net inflow of 2.68 million [3]. - Shandong Steel experienced a net inflow of 15.79 million from main funds, with a net outflow of 1.23 million from retail investors [3].

证券代码：601003 证券简称：柳钢股份 公告编号：2026-003 柳州钢铁股份有限公司 关于2025年度以简易程序向特定对象发行股票申请 获得上海证券交易所审核通过的公告 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。 特此公告。 柳州钢铁股份有限公司董事会 2026年1月21日 1 柳州钢铁股份有限公司（以下简称"公司"）于2026年1月19日收到上海证 券交易所（简称"上交所"）就公司2025年度以简易程序向特定对象发行股票事 项申请的审核意见： "柳州钢铁股份有限公司向特定对象发行股票申请符合发行条件、上市条件 和信息披露要求。本所将在收到你公司申请文件后提交中国证监会注册。" 公司本次以简易程序向特定对象发行股票事项尚需获得中国证券监督管理委 员会(简称"中国证监会")作出同意注册的决定后方可实施，最终能否获得中国 证监会同意注册的决定及其时间尚存在不确定性。公司将根据进展情况，严格按 照上市公司向特定对象发行股票相关法律法规的要求及时履行信息披露义务，敬 请广大投资者注意投资风险，理性投资。 ...