证券时报·数据宝以股权变动日为基准进行统计，近5个交易日（6月30日~7月4日）共有25家公司股份获 重要股东增持，累计增持数量达2.39亿股，增持金额合计16.38亿元。同期共有113家公司重要股东涉及 减持，合计减持金额81.99亿元。 从增持金额看，近5日增持金额在5000万元以上的有9家，增持金额最多的是今世缘，其间累计增持 864.14万股，增持金额合计3.82亿元；其次是华特达因，增持量为866.00万股，增持金额3.00亿元；唐山 港近5日获股东增持2.13亿元，增持金额位居第三。 增持次数方面， 近5日获重要股东增持两次以上的共有3家公司， 分别是华菱钢铁（增持2次）、河钢股 份（增持2次）、明冠新材（增持2次）等。 板块分布显示，近5个交易日重要股东增持股中，创业板有2只，主板包含22只，科创板有1只，增持金 额上，创业板增持3679.84万元，主板增持15.90亿元，科创板增持1125.06万元。行业方面，重要股东增 持股主要集中在公用事业、电力设备等行业，分别包含3股、2股。 市场表现方面，获股东增持个股近5日平均上涨2.29%，整体强于其间沪指表现。从个股看，近5日涨幅 居前的有华菱钢 ...

Group 1 - China Baowu Steel Group is the largest steel enterprise globally, with an annual steel production of 130 million tons [1] - Hebei Iron and Steel Group is the second-largest steel enterprise in China, producing over 80 million tons of steel annually [3] - Anshan Iron and Steel Group, known as the cradle of China's steel industry, is the third-largest steel producer in China, with an annual output of 75 million tons [6] - Shagang Group is the largest private steel enterprise in China, producing 50 million tons of steel annually, making it the fourth-largest steel producer in the country [8] - Shougang Group is a major player in the steel industry, with an annual production of 35 million tons, ranking as the fifth-largest steel group in China [9]

Group 1 - The core viewpoint of the article emphasizes the significance of the supply-side reform 2.0, which aims to eliminate backward production capacity and effectively address chaotic competition in the industry [1] - The supply-side reform initiated in 2015 led to substantial price increases in commodities, with rebar futures soaring from 843 yuan/ton to 3147 yuan/ton, a 273% increase, and coking coal prices rising from 203 yuan to 719 yuan, a 3.5-fold increase [1] - The recent performance of the steel industry, particularly the China Steel Index, has mirrored past trends, with a notable increase of over 3.5% in a single day, indicating a potential revival similar to the previous supply-side reform [1][4] Group 2 - The current supply-side reform is characterized by unprecedented policy strength, focusing on eliminating low-price competition and orderly phasing out of backward production capacity, suggesting a potential for significant market recovery [6] - The valuation of steel stocks should consider the cyclical nature of the industry, with many steel companies currently valued below their replacement cost by 0.35 times, indicating a sufficient margin of safety [6] - The comparison between the China Steel Index and the National Steel Industry Index shows a high degree of overlap, with both indices focusing on the steel industry, although the China Steel Index includes some coal companies [7] Group 3 - The performance of funds tracking the China Steel Index and the National Steel Industry Index has been similar, with differences in returns being minimal, generally within 0.1% [12] - Specific funds, such as the Guolian National Steel A and Penghua National Steel Industry A, have shown significant returns of 8.10% and 7.66% respectively, outperforming the CSI 300 index [14] - The article suggests that as the economy develops, steel consumption will stabilize, with a shift from rebar consumption in construction to sheet metal consumption in manufacturing, indicating a potential improvement in profitability for the steel sector [14]

Core Viewpoint - The legal opinion from Beijing Jincheng Tongda Law Firm confirms the compliance and legitimacy of the shareholding increase plan by the controlling shareholders of Hebei Steel Group Co., Ltd. [1][10] Group 1: Shareholder Information - The controlling shareholder, Handan Steel Group Co., Ltd. (邯钢公司), holds a registered capital of 250,000 million yuan and is involved in various steel-related operations [4][5]. - Tangshan Steel Group Co., Ltd. (唐钢公司) has a registered capital of 553,073.12 million yuan and engages in investment activities and steel production [6][7]. - Both shareholders are legally established entities in China and do not fall under any restrictions for acquiring shares in a listed company [7][8]. Group 2: Shareholding Increase Details - Prior to the increase, Handan Steel held 4,218,763,010 shares (40.81%), while Tangshan Steel held 1,853,409,753 shares (17.93%) [8]. - The increase plan, announced on January 6, 2025, aims for a total investment between 21,600 million yuan and 43,200 million yuan over six months, with a maximum increase of 1% in shareholding [8][11]. - As of July 3, 2025, a total of 99,030,324 shares were acquired, representing 0.96% of the total share capital, with Handan Steel acquiring 49,570,445 shares and Tangshan Steel acquiring 49,459,879 shares [9][11]. Group 3: Compliance and Disclosure - The increase complies with the relevant laws and regulations, including the Management Measures for the Acquisition of Listed Companies [10][11]. - The company has fulfilled its information disclosure obligations regarding the shareholding increase, as evidenced by the announcements made [10][11]. - The increase qualifies for exemption from mandatory tender offer requirements under the applicable regulations [10][11].

证券代码：000709 股票简称：河钢股份 公告编号：2025-035 河钢股份有限公司 关于控股股东及其一致行动人增持股份计划实施完成的公告 公司控股股东邯郸钢铁集团有限责任公司及其一致行动人唐山钢铁集团有 限责任公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1. 增持计划内容：基于对公司未来持续稳定发展的信心和长期投资价值的 认可，为增强投资者信心，公司控股股东邯郸钢铁集团有限责任公司及其一致 行动人唐山钢铁集团有限责任公司计划自 2025 年 1 月 6 日起 6 个月内，通过深 圳证券交易所交易系统以集中竞价交易方式增持公司 A 股股票。本次计划增持 总金额不少于人民币 21600 万元，不超过人民币 43200 万元。 2. 增持计划实施情况：2025 年 1 月 6 日至 2025 年 7 月 3 日，邯郸钢铁集 团有限责任公司及其一致行动人唐山钢铁集团有限责任公司通过深圳证券交易 所交易系统，以集中竞价的方式增持公司股份 99,030,324 股，占公司总股本的 0.96%， ...

北京金诚同达律师事务所 关于河钢股份有限公司 控股股东增持公司股份计划的 专项核查意见 金证法意[2025]字 0703 第 0629 号 北京市朝阳区建国门外大街1号国贸大厦A座10层 电话：010-5706 8585 传真：010-8515 0267 北京金诚同达律师事务所 关于河钢股份有限公司 控股股东增持公司股份计划的 专项核查意见 金证法意[2025]字 0703 第 0629 号 致：河钢股份有限公司 2 2、本所承诺已依据本专项核查意见出具日以前已发生或存在的事实和我国 现行法律、法规和规则指引发表专项核查意见； 已严格履行法定职责，遵循勤勉 尽责和诚实信用原则，对本次增持的合法合规性进行了充分的尽职调查，保证专 项核查意见不存在虚假记载、误导性陈述及重大遗漏； 3、本所对与本专项核查意见有关的所有文件资料及证言进行了审查判断， 并据此出具专项核查意见；但对于至关重要而又无法得到独立证据支持的事实， 本所依赖有关政府部门、公司、其他有关单位或有关人士出具或提供的证明文件、 证言或文件的复印件出具法律意见； 4、本专项核查意见仅就与本次增持有关的法律问题发表意见，对有关文件 的审查未涉及其中属于财 ...

债券简称：20HBIS02 债券代码：149181.SZ 债券简称：23HBIS02 债券代码：148477.SZ 债券简称：24 河钢 Y1 债券代码：148794.SZ 债券简称：24 河钢 Y2 债券代码：148795.SZ 河钢股份有限公司公司债券 2024 年度受托管理事务报告 河钢股份有限公司 （住所：中国河北省石家庄市体育南大街 385 号） 债券受托管理人 （住所：上海市静安区新闸路 1508 号） 2025 年 6 月 重要声明 光大证券股份有限公司（以下简称"光大证券"）编制本报告的内容及信息均 来源于河钢股份有限公司（以下简称"发行人"）对外公布的《2024 年年度报告》 等相关公开信息披露文件、第三方中介机构出具的专业意见以及发行人向光大证 券提供的其他材料。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为光大证券所作的承诺 或声明。 I | | 重要声明 I | | --- | --- | | 目 | 录 II | | 第一章 | 受托债券概况及受托管理人履行职责情况 3 | | 第二章 | 发行人经营与财务状 ...

河钢股份有限公司公司债券 2024 年度受托管理事务报告 河钢股份有限公司 （住所：石家庄市体育南大街 385 号） | 债券代码：149099.SZ | 债券简称：20HBIS01 | | | | --- | --- | --- | --- | | 债券代码：148301.SZ | 债券简称：23HBIS01 | | | | 债券代码：148862.SZ | 债券简称：24 | 河钢 | Y3 | | 债券代码：148922.SZ | 债券简称：24 | 河钢 | Y4 | 债券受托管理人 （住所：深圳市前海深港合作区南山街道桂湾五路128号前海深港 基金小镇B7栋401） 二〇二五年六月 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称《管理办法》）、 《公司债券受托管理人执业行为准则》（以下简称《执业行为准则》）、《公司 信用类债券信息披露管理办法》、《关于深化债券注册制改革的指导意见》、《关 于注册制下提高中介机构债券业务执业质量的指导意见》、证券交易所公司债券 上市规则（以下简称"上市规则"）、发行人与华泰联合证券有限责任公司（以下 简称"华泰联合"或"受托管理人"）签订的债券受托管理协 ...

河钢股份有限公司公司债券 2024 年度受托管理事务报告 河钢股份有限公司 （住所：石家庄市体育南大街 385 号） 债券受托管理人 （住所：北京市朝阳区安立路66号4号楼） 二〇二五年六月 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称《管理办法》）、《公 司债券受托管理人执业行为准则》（以下简称《执业行为准则》）、《公司信用类债 券信息披露管理办法》、《深圳证券交易所公司债券上市规则》（以下简称"上市 规则"）、河钢股份有限公司（以下简称"发行人"或"公司"）与中信建投证券 股份有限公司（以下简称"中信建投证券"或"受托管理人"）签订的《债券受 托管理协议》（以下简称"受托管理协议"）、相关信息披露文件以及发行人提供 的资料等，由受托管理人中信建投证券编制。中信建投证券编制本报告所引用的 财务数据，引自经利安达会计师事务所(特殊普通合伙)审计的 2024 年度审计报告和 发行人出具的 2024 年年度报告。本报告其他内容及信息均来源于河钢股份有限 公司提供的资料或说明，请投资人关注并独立做出投资判断。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜作出独立判断，而不 ...

Core Viewpoint - The announcement details the interest payment for the second phase of the perpetual corporate bonds issued by Hebei Iron and Steel Co., Ltd., scheduled for June 27, 2025, with a coupon rate of 2.46% [1][2]. Group 1: Bond Issuance Details - The bond, referred to as "24 Hebei Y1," has a maturity extension option of up to 3 years or can be fully redeemed at the end of the current cycle [1]. - The interest payment period is from June 27, 2024, to June 26, 2025, with the interest amount calculated based on the total face value held by the investor and the coupon rate [1][2]. - The issuer's credit rating is AAA, and the bond's rating is also AAA, with annual tracking by a credit rating agency [1]. Group 2: Interest Payment Methodology - The interest payment will be made through China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, which will distribute the funds to designated securities firms or other approved institutions [2][3]. - If the company fails to transfer the payment on time, it will be responsible for handling the payment process independently [3]. Group 3: Taxation Information - Individual bondholders are subject to a 20% personal income tax on the interest income, which will be withheld at the time of payment by the respective payment outlets [3][4]. - The tax exemption policy for foreign institutions investing in domestic bonds does not apply to interest income related to their local establishments [4].