证券代码：601005 股票简称：重庆钢铁 公告编号：2025-036 重庆钢铁股份有限公司 Chongqing Iron & Steel Company Limited （在中华人民共和国注册成立的股份有限公司） 2025 年三季度业绩预告 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 一、本期业绩预告情况 2025 年 1 月 1 日至 2025 年 9 月 30 日。 （二）业绩预告情况 经财务部门初步测算，预计 2025 年前三季度实现归属于上市公 司股东的净利润为-2.3 亿元至-2.1 亿元，与上年同期相比，预计减 亏 11.2 亿元至 11.4 亿元。 预计 2025 年前三季度实现归属于上市公司股东的扣除非经常性 损益后的净利润为-2.4 亿元至-2.2 亿元，与上年同期相比，预计减 亏 11.1 亿元至 11.3 亿元。 （三）本次业绩预告的数据未经会计师事务所审计。 二、上年同期业绩情况 （一）归属于上市公司股东的净利润：-13.50 亿元，归属于上 市公司股东的扣除非经常性损益的净利润：-13.54 亿元。 （二）每股收益：-0.15 元/股。 三、本期业绩变动的 ...

Core Viewpoint - Chongqing Steel's Q3 2025 performance forecast indicates a net loss of RMB 210 million to RMB 230 million, showing a significant reduction in losses compared to the previous year [1] Group 1: Financial Performance - The expected net loss attributable to shareholders for the first three quarters of 2025 is RMB 210 million to RMB 230 million, representing a reduction in losses of RMB 1.12 billion to RMB 1.14 billion year-on-year [1] - The forecasted net loss after excluding non-recurring gains and losses is RMB 220 million to RMB 240 million, with a year-on-year reduction in losses of RMB 1.11 billion to RMB 1.13 billion [1] Group 2: Profitability Improvement - The significant reduction in net loss is attributed to dual strategies of "cost reduction in procurement" and "profit increase in sales," which have notably improved profitability [1] - On the procurement side, the company has deepened localized sourcing, optimized inventory control, and maintained a stable QP structure, leading to precise cost reductions [1] - On the sales side, the company has expanded channels, optimized product structure, and adjusted business models, which have increased the value of plate and coil products [1] Group 3: Cost Control and Efficiency - The company is enhancing its risk resilience through parallel strategies of "cost reduction" and "efficiency improvement" [2] - It is implementing lean management across the production process, optimizing technology and resource utilization to strictly control costs, achieving record high recycling of solid waste, and minimizing energy consumption [2] - Continuous fine management has led to historically low iron ore inventory and improved risk management capabilities [2]

Core Viewpoint - Chongqing Steel's preliminary forecast for Q3 2025 indicates a net loss attributable to shareholders of RMB 210 million to RMB 230 million, representing a significant reduction in losses compared to the previous year [1] Group 1: Financial Performance - The expected net loss for the first three quarters of 2025 is projected to be between RMB 220 million and RMB 240 million, with a reduction in losses of RMB 111 million to RMB 113 million compared to the same period last year [1] - The main reasons for the significant reduction in net loss include improved profitability through cost reduction in procurement and increased sales revenue [1] Group 2: Operational Improvements - The company has implemented a dual approach of "cost reduction" and "efficiency enhancement" to strengthen its risk resilience [2] - Efforts include lean management across the production process, optimizing resource utilization, and achieving record highs in the recycling of solid waste, leading to the lowest annual coal consumption ratio [2] - Continuous fine-tuning of inventory management has resulted in historically low iron ore inventory levels, enhancing risk management capabilities [2]

Core Viewpoint - Chongqing Steel (601005) is expected to significantly reduce its net loss for the first three quarters of 2025, projecting a loss of RMB 210 million to RMB 230 million, which is an improvement of RMB 1.12 billion to RMB 1.14 billion compared to the same period last year [1][2] Group 1 - The main reasons for the expected reduction in losses include "cost reduction in procurement" and "profit increase in sales," which have significantly improved profitability [2] - On the procurement side, the company has deepened its localized layout, optimized inventory control, and maintained a stable QP structure, achieving precise cost reductions [2] - On the sales side, the company has expanded channels, optimized product structure, and adjusted business models, leading to an increase in the value of plate and coil products [2] Group 2 - The company is enhancing its risk resistance through "cost reduction" and "efficiency improvement" [2] - It is implementing lean management across the production process, optimizing technology, and utilizing resources efficiently to control costs [2] - The company has achieved a historical low in ore inventory and continuously optimized its risk management capabilities [2]

Core Viewpoint - Chongqing Steel is expected to significantly reduce its net loss for the first three quarters of 2025, with estimates ranging from RMB 210 million to RMB 230 million, compared to a reduction of RMB 1.12 billion to RMB 1.14 billion year-on-year [1] Group 1 - The company anticipates a net loss attributable to shareholders, excluding non-recurring gains and losses, of RMB 220 million to RMB 240 million for the same period, reflecting a year-on-year reduction of RMB 1.11 billion to RMB 1.13 billion [1] - The major reasons for the expected reduction in losses include "cost reduction in procurement" and "profit increase in sales," which have significantly improved profitability [1] - On the procurement side, the company has deepened localized sourcing, optimized inventory control, and maintained a stable QP structure, achieving precise cost reductions [1] Group 2 - On the sales side, the company has expanded channels, optimized product structure, and adjusted business models, leading to an increase in the value of plate and coil products [2] - The company has also improved its risk resistance capabilities through "cost reduction" and "efficiency enhancement," implementing lean management across the production process [2] - The company has achieved record highs in the recycling of solid waste and optimal consumption of steel materials, while energy utilization efficiency has steadily improved [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 本 公 告 乃 由 重 慶 鋼 鐵 股 份 有 限 公 司（「本公司」或「公 司」）根 據 香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則（「上市規則」）第13.09條 以 及 證 券 及 期 貨 條 例（香 港法例第571章）第XIVA部 的 內 幕 消 息 條 文（定 義 見 上 市 規 則）作 出。 2025年三季度業績預告 一. 本期業績預告情況 （一）業績預告期間 2025年1月1日 至2025年9月30日。 （二）業績預告情況 經 財 務 部 門 初 步 測 算，預 計2025年前三季度實現歸屬於上市公 司股東的淨虧損為人民幣2.1億元至人民幣2.3億 元，與 上 年 同 期 相 比，預 計 減 虧 人 民 幣11.2億元至人民幣11.4億 元。 預 計2025年前三季度實現歸屬於上市公司股東的扣除非經常 ...

Group 1: Company Announcements - Mindray Medical plans to issue H-shares and list on the Hong Kong Stock Exchange, pending shareholder and regulatory approvals [1] - Shenghe Resources expects a net profit increase of 696.82% to 782.96% for the first three quarters of 2025, driven by favorable market demand and price increases for rare earth products [2] - Shandong Gold anticipates a net profit increase of 83.9% to 98.5% for the first three quarters of 2025, attributed to improved operational efficiency and rising gold prices [3] - Newray Materials reports significant stock price volatility, indicating potential market overreaction, although no fundamental changes have occurred [4] - Longbai Group's subsidiary has filed a lawsuit for technology infringement, with the amount involved totaling 1.311 billion yuan [5] - Chengdu Huami has launched a new RF transceiver chip, marking a significant breakthrough in its product line, although it is still in the early stages of market introduction [6] - Zhuhai Port has received approval from the CSRC to issue up to 1 billion yuan in technology innovation bonds [7] - Shengton Mining plans to acquire 100% of Canadian Loncor for approximately 1.9 billion USD, with core assets including a significant gold mining project in the Democratic Republic of Congo [8][9] Group 2: Financial Performance - Xiaogoods City reports a 100.52% increase in net profit for Q3 2025, with total revenue of 5.348 billion yuan, up 39.02% year-on-year [10] - Xianda Co. expects a net profit increase of 2807.87% to 3211.74% for the first three quarters of 2025, driven by rising prices of its main product [11] - Xianggang Technology anticipates a net profit increase of 182% to 200% for the first three quarters of 2025, supported by market expansion efforts [12] - Tongda Co. expects a net profit increase of 50.01% to 111.12% for the first three quarters of 2025, due to increased orders and delivery volumes [13] - Rockchip expects a net profit increase of 116% to 127% for the first three quarters of 2025, driven by growth in the AIoT market [14] - Jiantou Energy anticipates a net profit increase of 231.75% for the first three quarters of 2025, attributed to lower costs in its thermal power business [15] - Chongqing Steel expects a loss of 210 million to 230 million yuan for the first three quarters of 2025, an improvement from a loss of 1.35 billion yuan in the same period last year [16] - Yuanda Intelligent expects a net profit of 33.84 million to 50.74 million yuan for the first three quarters of 2025, recovering from a loss in the previous year [17] - China Metallurgical Group reports a 14.7% decline in new contracts signed in the first nine months of 2025, totaling 760.67 billion yuan, while overseas contracts increased by 10.1% [18]

Core Viewpoint - Chongqing Steel (601005.SH) expects a net loss attributable to shareholders of 210 million to 230 million yuan in the first three quarters of 2025, which represents a significant reduction in loss compared to the same period last year, with an expected improvement of 1.12 billion to 1.14 billion yuan [1] Group 1: Financial Performance - The company anticipates a substantial reduction in net loss due to dual empowerment from "cost reduction in procurement" and "profit increase in sales," which significantly improves profitability [1] - The expected net loss for the first three quarters of 2025 is projected to be between 210 million and 230 million yuan, indicating a reduction in loss compared to the previous year [1] Group 2: Operational Strategies - On the procurement side, the company has deepened localized sourcing, optimized inventory control, and improved the QP structure, achieving a stable monthly inventory ratio of over 50%, leading to precise cost reductions [1] - The sales strategy includes channel expansion, structural optimization, and adjustments in business models, which have driven up the value of plate products, enhancing product added value and competitiveness [1] Group 3: Cost Management and Efficiency - The company is implementing a dual approach of "cost reduction" and "efficiency enhancement" to strengthen risk resistance, focusing on lean management across the production process [1] - Significant improvements in resource utilization and cost control have been achieved, with solid waste recycling reaching a new annual high and energy utilization efficiency steadily improving [1] - The company has also optimized risk management capabilities, with historical lows in ore inventory levels [1]

Core Viewpoint - Chongqing Steel (601005.SH) expects a net loss attributable to shareholders of 210 million to 230 million yuan in the first three quarters of 2025, which represents a significant reduction in losses compared to the same period last year, with an expected improvement of 1.12 billion to 1.14 billion yuan [1] Group 1: Financial Performance - The company anticipates a substantial reduction in net loss due to dual empowerment from "cost reduction in procurement" and "profit increase in sales," which significantly improves profitability [1] - The expected net loss for the first three quarters of 2025 is projected to be between 210 million and 230 million yuan, indicating a reduction in losses compared to the previous year [1] Group 2: Operational Strategies - On the procurement side, the company has deepened localized sourcing, optimized inventory control, and improved the quality and price structure, achieving a stable procurement cost reduction [1] - The sales strategy includes channel expansion, structural optimization, and adjustments in business models, which have led to an increase in the value of plate products and enhanced competitiveness [1] Group 3: Cost Management and Efficiency - The company is implementing a dual approach of "cost reduction" and "efficiency enhancement" to strengthen risk resistance [1] - Efforts include lean management across the production process, optimizing technology and resource utilization, and achieving record highs in waste recycling and energy efficiency [1] - Continuous fine-tuning of inventory management has resulted in historically low ore stock levels, further optimizing risk management capabilities [1]

Market Reactions - Xinlai Materials' stock price has deviated significantly from the ChiNext Composite Index, with a cumulative deviation exceeding 30% over two trading days, indicating potential market overheating despite no major changes in the company's fundamentals [3] - Longbai Group's subsidiary has filed a lawsuit for the infringement of trade secrets, with the amount involved totaling 1.311 billion yuan [4] Product Developments - Chengdu Huamei has successfully launched its first zero-intermediate frequency RF transceiver chip, which features a maximum bandwidth of 56MHz and is currently in the early stages of market introduction [5] Financial Performance - Xiaogoods City reported a 100.52% year-on-year increase in net profit for Q3 2025, with total revenue reaching 5.348 billion yuan, a 39.02% increase [8] - Xianda Co. expects a staggering net profit increase of 2807.87% to 3211.74% for the first three quarters of 2025, driven by rising market prices for its main product [9] - Shenghe Resources anticipates a net profit increase of 696.82% to 782.96% for the first three quarters of 2025, attributed to favorable market demand for rare earth products [10] - Xianggang Technology forecasts a net profit increase of 182% to 200% for the first three quarters of 2025, supported by ongoing market expansion efforts [12] - Tongda Co. expects a net profit increase of 50.01% to 111.12% for the first three quarters of 2025, driven by increased orders from its subsidiary [13] - Ruixin Microelectronics anticipates a net profit increase of 116% to 127% for the first three quarters of 2025, fueled by growth in the AIoT market [14] - Shandong Gold expects a net profit increase of 83.9% to 98.5% for the first three quarters of 2025, benefiting from improved operational efficiency and rising gold prices [15] - Jiantou Energy forecasts a net profit increase of 231.75% for the first three quarters of 2025, primarily due to lower coal prices and increased profitability from its power generation subsidiaries [16] - Chongqing Steel anticipates a loss of 210 million to 230 million yuan for the first three quarters of 2025, an improvement from a loss of 1.35 billion yuan in the same period last year [17] - Yuanda Intelligent expects to turn a profit with a net profit forecast of 33.84 million to 50.74 million yuan for the first three quarters of 2025, compared to a loss in the previous year [18] - China Metallurgical Group reported a 14.7% year-on-year decline in new contracts signed, totaling 760.67 billion yuan for the first nine months of 2025, while overseas contracts increased by 10.1% [19] Contracts and Financing - Jianglong Shipbuilding signed a sales contract worth 72.99 million yuan for a 600-ton law enforcement vessel, which is expected to enhance the company's market share and brand influence [21][22] - Energy-saving Guozhen's major shareholder plans to increase its stake by at least 2% within six months [24] - Jinhai Biological plans to raise up to 300 million yuan through a private placement to fund wastewater treatment and other projects [26]