FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01618 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2025年12月31日 | 2,871,000,000 | | 0 | | 2,871,000,000 | | 1). 其他 (請註明) | | | % | | | | | 見註B部 | | | | ...

智通财经APP讯，中国中冶(01618)发布公告，于2026年1月26日，该公司斥资1692.99万港元回购901.1万 股股份，每股回购价格为1.87-1.88港元。于同日斥资人民币7999.02万元回购2479.39万股A股，每股回 购价格为3.13-3.25元。 ...

中国中冶（601618）(01618)发布公告，于2026年1月26日，该公司斥资1692.99万港元回购901.1万股股 份，每股回购价格为1.87-1.88港元。于同日斥资人民币7999.02万元回购2479.39万股A股，每股回购价 格为3.13-3.25元。 ...

格隆汇1月26日丨中国中冶(01618.HK)发布公告，2026年1月26日耗资人民币7999万元回购2479.4万股A 股，回购价格每股3.13-3.25元。 ...

翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 FF305 公司名稱： 中國冶金科工股份有限公司 呈交日期： 2026年1月26日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01618 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存 ...

Group 1 - The professional engineering sector increased by 0.51% on January 26, with Tongguan Mining Construction leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Key stocks in the professional engineering sector showed significant price movements, with Tongguan Mining Construction rising by 15.71% to a closing price of 24.82 [1] Group 2 - The professional engineering sector experienced a net outflow of 468 million yuan from institutional investors, while retail investors saw a net inflow of 254 million yuan [2] - Major stocks like Huadian Technology and Tongguan Mining Construction had varying net inflows and outflows from different investor types, indicating mixed investor sentiment [3] - The data shows that retail investors contributed positively to the net inflow, contrasting with the outflows from institutional and speculative investors [2][3]

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [4] Core Views - Infrastructure investment is experiencing a short-term bottoming out, with cumulative year-on-year growth turning negative for the first time since 2004. In 2025, narrow infrastructure (excluding electricity) completed 18.08 trillion yuan, down 2.20% year-on-year, while broad infrastructure totaled 24.50 trillion yuan, down 1.48% year-on-year. December saw significant declines, with narrow and broad infrastructure down 12.22% and 15.95% year-on-year, respectively. Despite this, major strategic projects are expected to continue, and infrastructure investment is anticipated to stabilize and recover gradually [5][12][22]. Summary by Sections Infrastructure Investment - In 2025, narrow infrastructure investment completed 18.08 trillion yuan, down 2.20% year-on-year, while broad infrastructure totaled 24.50 trillion yuan, down 1.48% year-on-year. December saw a year-on-year decline of 12.22% for narrow infrastructure and 15.95% for broad infrastructure, with significant drops in water conservancy and public facilities management [5][12]. New Orders - New orders in 2025 showed a pattern of stability among central enterprises, with China State Construction, China Railway, China Electric Power, and China Energy achieving new orders of 4.15 trillion yuan, 2.75 trillion yuan, 1.33 trillion yuan, and 1.45 trillion yuan, respectively. Local state-owned enterprises exhibited more significant differentiation, with Shanghai Construction, Shaanxi Construction, and Pudong Construction seeing declines of 35%, 25%, and 23% year-on-year, while Sichuan Road and Bridge saw a substantial increase of 47% year-on-year [6][17]. Market Performance - The construction and decoration index rose by 1.88% during the week, with chemical engineering, steel structure, and international engineering leading the gains at 10.70%, 7.71%, and 4.49%, respectively. A total of 123 stocks in the construction sector rose, with the top five performers being Huawi Design (+51.92%), Zhite New Materials (+49.21%), and others [8][28]. Company Dynamics - Several companies reported significant changes in their financial performance for 2025. For instance, China Metallurgical Group expects a net profit decline of 76.28% to 80.73% due to ongoing losses in the real estate sector and substantial asset impairment provisions. In contrast, companies like Xinjiang Jiaojian anticipate a net profit increase of 50.14% to 125.22% [24][25].

消息面上，1月23日，中国中冶公布，拟斥10亿至20亿元人民币，回购中国中冶A股，回购价格上限不 超过每股4.9元。去年12月，中国中冶宣布拟斥最多25亿元回购A股和H股。公告指，中国中冶拟以10亿 元至20亿元人民币回购公司A股股份，回购价格不超过每股4.9元人民币，同时拟以不超过5亿元人民币 回购公司H股股份。回购的股份将全部注销并减少公司注册资本。 此外，中国中冶发布2025年年度业绩预告，经财务部门初步测算，预计2025年度实现归属于上市公司股 东的净利润人民币13.00亿元到人民币16.00亿元，同比减少76.28%到80.73%；预计2025年度实现归属于 上市公司股东的扣除非经常性损益的净利润人民币4.00亿元到人民币6.00亿元，同比减少88.24%到 92.16%。 中国中冶(01618)涨超4%，截至发稿，涨4.42%，报1.89港元，成交额9447.06万港元。 智通财经APP获悉，中国中冶(01618)涨超4%，截至发稿，涨4.42%，报1.89港元，成交额9447.06万港 元。 ...

Core Viewpoint - China Metallurgical Group Corporation (China MCC) shares rose over 4%, reaching HKD 1.89 with a trading volume of HKD 94.47 million, following the announcement of a share buyback plan [1] Group 1: Share Buyback Announcement - China MCC plans to repurchase A-shares worth RMB 1 billion to RMB 2 billion, with a maximum buyback price of RMB 4.9 per share [1] - In December, China MCC announced a maximum buyback of RMB 2.5 billion for both A-shares and H-shares [1] - The repurchased shares will be fully canceled, reducing the company's registered capital [1] Group 2: 2025 Financial Forecast - China MCC forecasts a net profit attributable to shareholders of RMB 1.3 billion to RMB 1.6 billion for 2025, representing a year-on-year decrease of 76.28% to 80.73% [1] - The company expects a net profit, excluding non-recurring gains and losses, of RMB 400 million to RMB 600 million for 2025, indicating a year-on-year decline of 88.24% to 92.16% [1]

每经AI快讯，中国中冶(01618.HK)涨超4%，截至发稿涨4.42%，报1.89港元，成交额9447.06万港元。 ...