证券代码：601005 证券简称：重庆钢铁 公告编号：2025-026 关于实际控制人之全资子公司 增持公司股份计划实施完成的公告 本公司董事会、全体董事及相关股东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： 已披露增持计划情况 重庆钢铁股份有限公司（以下简称"公司"、"重庆钢铁"）于 2024 年 7 月 18 日公告了《关于实际控制人之全资子公司增持公司股 份计划公告》（公告编号：2024-034），公司实际控制人中国宝武钢 铁集团有限公司（以下简称"中国宝武"）之全资子公司华宝投资有 限公司（以下简称"华宝投资"）计划自 2024 年 7 月 18 日起 12 个 月内以自有资金通过集中竞价交易方式增持公司 A 股股份，增持金额 上限为 3.0 亿元人民币，增持金额下限为 1.5 亿元人民币，增持价格 上限不高于 2.00 元/股。 增持计划的实施结果 2025 年 7 月 17 日，公司收到华宝投资的关于增持计划实施完毕 的告知函，其于 2024 年 7 月 18 日至 2025 年 7 月 17 日通过上海证券 交易所集 ...

Core Viewpoint - The steel industry has seen a profit rebound in the first half of the year, driven by cost reductions, export boosts, and proactive cost-cutting measures by companies, with self-discipline in production being a key factor for profit improvement [1][4][6]. Group 1: Company Performance - Several listed steel companies have issued positive performance forecasts for the first half of the year, with notable increases in net profits: - Shougang Co. expects a net profit of 642 million to 672 million yuan, a year-on-year increase of 62.62%-70.22% [2] - Minmetals Development anticipates a net profit of 107 million yuan, up 111% [2] - Liugang Co. projects a net profit of 340 million to 400 million yuan, a staggering increase of 530%-641% [2] - Fangda Special Steel expects a net profit of 380 million to 430 million yuan, an increase of 133.33%-164.03% [2] - Other companies like Xinyu Steel, Shandong Steel, and others forecast a turnaround in profitability for the first half of 2025 [2]. Group 2: Industry Trends - The steel industry is experiencing a reduction in production and structural adjustments, with weak steel prices prevailing [2][4]. - The overall profit for the black metal smelting and rolling industry from January to May reached 31.69 billion yuan, better than the 29.19 billion yuan for the entire year of 2024 [4]. - The self-discipline in production among steel companies is seen as a core factor for profit improvement, despite ongoing supply-demand structural contradictions [4][5]. Group 3: Future Outlook - The outlook for steel prices in the second half of the year is uncertain, with expectations of limited upward movement due to weak domestic demand and potential challenges in maintaining high export levels [6][7]. - Analysts suggest that self-discipline in production will remain a critical variable influencing price trends, with a focus on quality and efficiency rather than merely high production volumes [7][8]. - The industry is urged to enhance integration, improve industry concentration, and phase out inefficient production capacities to achieve high-quality development [8].

Group 1: Overall Performance of Central Enterprises - 79 central enterprise-controlled listed companies reported positive performance forecasts for the first half of the year, with 32 companies showing year-on-year net profit growth, 22 companies turning losses into profits, and 25 companies reducing losses [1] - 19 central enterprise-controlled listed companies expect a net profit increase of over 100%, with several companies achieving significant turnaround from losses [1] Group 2: Power Sector Performance - Huayin Power, a subsidiary of China Datang Group, is expected to lead the growth with a projected net profit of 180 million to 220 million yuan, representing a year-on-year increase of up to 44 times due to increased power generation and reduced fuel costs [2] - Major investments in the power grid and ultra-high voltage construction by State Grid and Southern Power Grid are expected to drive growth in related companies, with Guodian Nanzi and Baobian Electric forecasting net profit increases of 171.89% to 225.66% and 229.15%, respectively [2] Group 3: Electric Equipment and Cable Industry - Baobian Electric's profit increase is attributed to enhanced market development and increased project orders, while Baoshan Co. anticipates a net profit growth of 167.98% to 301.98% due to optimized sales policies and improved internal management [3] - New Energy Taishan is expected to turn losses into profits in the first half of the year, reflecting a positive trend in the electric cable sector [3] Group 4: Shipbuilding and Rare Earth Industries - The shipbuilding sector is experiencing significant growth, with companies like China Shipbuilding, China Power, and China Heavy Industry expecting net profit increases exceeding 200% due to effective management and increased delivery of civilian ships [5] - The rare earth industry is also thriving, with companies like China Rare Earth and Guangsheng Nonferrous Metals expected to turn losses into profits, driven by rising prices of rare earth products [4] Group 5: Turnaround Companies - 22 central enterprise-controlled listed companies are expected to turn losses into profits, with quality improvement and efficiency enhancement being key factors for their performance recovery [6] - Companies like Zhongnan Co. and Taiji Co. have reported successful turnarounds due to strengthened management and cost control measures [6][7] Group 6: Management and Efficiency Improvements - Many companies achieving year-on-year growth or reduced losses attribute their success to ongoing quality improvement and efficiency enhancement initiatives [7] - Companies are focusing on optimizing resource allocation, controlling costs, and improving operational efficiency as critical drivers of performance growth [7]

卫星化学：上半年净利润预增31.32%-53.20% 7月15日晚，卫星化学（002648）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股 东的净利润27亿元至31.5亿元，同比增长31.32%-53.20%；预计实现扣除非经常性损益后的净利润28.52 亿元至33.02亿元，同比增长27.65%-47.79%。 资料显示，卫星化学成立于2005年8月，主营业务是(聚)丙烯、丙烯酸及酯、乙二醇、环氧乙烷、环氧 丙烷和聚乙烯等产品的生产和销售。 所属行业：基础化工–化学原料–其他化学原料 中国核建：累计新签合同871.49亿元 7月15日晚，中国核建（601611）发布公告称，截至2025年6月，公司累计实现新签合同871.49亿元，累 计实现营业收入531.84亿元。 资料显示，中国核建成立于2010年12月，主营业务是核电工程建设及工业与民用工程建设。 所属行业：建筑装饰–基础建设–基建市政工程 资料显示，怡球资源成立于2001年3月，主营业务是利用所回收的各种废旧铝资源，进行分选、加工、 熔炼等工序，生产出再生铝合金产品。 所属行业：有色金属–工业金属–铝 光库科技：上半年净利润预增60 ...

[Chongqing Iron & Steel Company Limited 2025 Semi-Annual Performance Forecast](index=1&type=section&id=%E9%87%8D%E5%BA%86%E9%92%A2%E9%93%81%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B82025%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A) This report provides the company's preliminary semi-annual performance forecast for 2025, detailing the expected significant reduction in net loss, the underlying operational improvements, and associated risk disclosures [Summary of Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company projects a significant reduction in net loss for H1 2025, with attributable net loss expected between RMB 120 million and RMB 140 million, representing a substantial year-on-year improvement Key Performance Indicators for H1 2025 Performance Forecast | Indicator | H1 2025 (Estimated, RMB) | H1 2024 (Prior Period, RMB) | Year-on-Year Change (RMB) | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | -140 million to -120 million | -689 million | Loss reduced by 549 million to 569 million | | Net Profit Attributable to Shareholders (Excluding Non-Recurring Items) | -150 million to -130 million | -691 million | Loss reduced by 541 million to 561 million | | Earnings Per Share | N/A | -0.08/share | N/A | - The data in this performance forecast has not been audited by an accounting firm[5](index=5&type=chunk) [Analysis of Performance Change Reasons](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The substantial reduction in loss is primarily attributed to the company's effective strategies in procurement, sales, and stringent production cost control, leading to improved efficiency and market presence - Integrated procurement and sales transformation enhanced business capabilities: **significant cost reduction** achieved through localized procurement and seizing price reduction opportunities; sales achieved breakthroughs in new user development, market share, and special steel proportion through agile linkage, regional coordination, and product structure optimization[7](index=7&type=chunk) - **Significant cost control achievements**: The company maintained a consistent intensive production model, effectively reducing product manufacturing costs through refined scheduling and strict process control, and significantly improving key production indicators such as blast furnace utilization, smelting cycle, and hot charging rate[7](index=7&type=chunk) [Risk Warning and Other Disclosures](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company confirms no material uncertainties affecting the forecast's accuracy, while reminding investors that the disclosed data is preliminary and subject to the final semi-annual report - The company declares no significant uncertain factors exist that would affect the accuracy of this performance forecast[8](index=8&type=chunk) - Investors are reminded that the forecast data represents preliminary accounting results, and the final accurate financial data will be based on the company's officially disclosed 2025 semi-annual report[9](index=9&type=chunk)

重庆钢铁（601005）公告，公司预计2025年半年度实现归属于上市公司股东的净利润为-1.4亿元至-1.2 亿元，与上年同期相比，预计减亏5.49亿元至5.69亿元。预计2025年半年度实现归属于上市公司股东的 扣除非经常性损益后的净利润预计为-1.5亿元至-1.3亿元，与上年同期相比，预计减亏5.41亿元至5.61亿 元。 ...

股票方面，截至上周末，多晶硅板块通威股份（600438）7月至今大涨逾两成，大全能源大涨近两成； 光伏玻璃亚玛顿（002623）大涨逾六成；钢铁股金岭矿业（000655）大涨逾四成，重庆钢铁（601005） 大涨16%。 深圳商报·读创客户端记者 陈燕青 随着"反内卷"政策信号持续释放，市场对行业格局优化的预期增强，近期多晶硅、黑色系商品期货持续 反弹。根据统计，截至7月11日，7月以来多晶硅主力合约大涨23.4%，焦煤主力合约上涨8.37%，玻璃 主力合约上涨6.68%，螺纹钢主力合约上涨4.12%。 业内普遍认为，"反内卷"背后，意在减少低效竞争，解决产能过剩和资源浪费问题。 对此，广发证券首席策略分析师刘晨明表示，从2023年底以来，"反内卷"在多个顶层会议被频繁提及， 自上而下推动的供给调节与需求刺激手段形成配合，目标是使得经济的物价水平重回稳定区间。本轮市 场对于"反内卷"的形式和力度也存在观望期，未来行情斜率的提升还需要看到进一步坚决推进的政策信 号。如果政策持续，单靠供给收缩可以实现相关行业的资产周转率上升、价格上涨、利润修复，构成结 构性机会。 根据统计，7月以来商品价格上涨较多的品类集中在新 ...

Group 1 - Thailand's Ministry of Commerce initiated an anti-circumvention investigation on cold-rolled carbon steel products from mainland China, following requests from domestic companies [1] - The investigation aims to determine if the products have been slightly altered to circumvent existing anti-dumping measures [1] - Thailand previously imposed anti-dumping duties on cold-rolled carbon steel from mainland China, Taiwan, and Vietnam, with the current measures set to expire on January 24, 2024 [1] Group 2 - Baoshan Iron & Steel Co., Ltd. and its five subsidiaries are involved in the investigation, including Baosteel Zhanjiang Iron and Steel Co., Ltd. and Wuhan Iron and Steel Co., Ltd. [2] - The Maanshan Group and its six subsidiaries, including Maanshan Iron and Steel Co., Ltd. and China BaoWu Steel Group Corporation Limited, are also implicated [2]

Group 1 - Hong Kong steel stocks experienced a significant rally, with Chongqing Steel rising over 15% [1] - Tian Gong International increased by 7%, while China Iron Titanium and Maanshan Steel both rose over 5% [1] - China Aluminum saw an increase of over 3% [1]

Core Viewpoint - The steel sector has experienced a significant surge, with companies like Anyang Iron & Steel (600569) hitting the daily limit up, and others such as Shengde Xintai (300881) rising over 6% [1] Group 1: Company Performance - Anyang Iron & Steel (600569) has reached a daily limit up, indicating strong investor interest and confidence in the stock [1] - Shengde Xintai (300881) has seen an increase of over 6%, reflecting positive market sentiment towards the steel industry [1] - Other companies in the sector, including Chongqing Steel (601005), Jiugang Hongxing (600307), and Shandong Steel (600022), have also experienced upward movement in their stock prices [1] Group 2: Industry Trends - Henan Steel Group has announced a shift away from low-end, low-price competition, signaling a strategic move towards higher value-added products [1] - The company plans to clarify the weight of special steel business in performance evaluations and profit contributions, indicating a focus on enhancing product quality and profitability [1] - A rigid incentive mechanism will be implemented to drive resources towards high value-added products, suggesting a long-term strategy for industry improvement [1]