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河钢股份(000709) - 华泰联合证券有限责任公司关于河钢股份有限公司取消监事会的受托管理事务临时报告
2025-09-04 07:56
| 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: | 河钢 24 | Y4 | 华泰联合证券有限责任公司关于 河钢股份有限公司取消监事会的 受托管理事务临时报告 债券受托管理人 声明 华泰联合证券有限责任公司(以下简称"华泰联合证券")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""公司")对外披露的 文件。 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华泰联合证券所作的 承诺或声明。 1 华泰联合证券作为"河钢股份有限公司2023年面向专业投资者公开发行公司 债券(第一期)"、"河钢股份有限公司2024年面向专业投资者公开发行可续期公 司债券(第三期)"和"河钢股份有限公司2024年面向专业投资者公开发行可续 期公司债券(第四期)"的受托管理人,根据《公司债券发行与交易管理 ...
河钢股份(000709) - 光大证券股份有限公司关于河钢股份有限公司取消监事会的临时受托管理事务临时报告
2025-09-04 07:56
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 债券简称:25 河钢 Y1 债券代码:524154.SZ 债券简称:25 河钢 Y2 债券代码:524208.SZ 债券简称:23HBIS02 债券代码:148477.SZ 光大证券股份有限公司关于 河钢股份有限公司取消监事会的 临时受托管理事务报告 债券受托管理人 (住所:上海市静安区新闸路 1508 号) 2025 年 9 月 契约锁 声明 本报告依据《公司债券发行与交易管理办法》、其它相关信息披露文件以及 河钢股份有限公司(以下简称"发行人"、"公司")出具的相关说明文件和提供的 相关资料等,由债券受托管理人光大证券股份有限公司(以下简称"光大证券") 编制。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提供的资料 或说明。 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。 1 契约锁 一、发行人概况 (六)联系传真:0311-66778711 二、受托债券基本情况 (一)"23HB ...
河钢股份(000709) - 中信建投证券股份有限公司关于河钢股份有限公司取消监事会的临时受托管理临时报告
2025-09-04 07:56
临时受托管理事务报告 债券简称:24HBIS01 债券代码:148581.SZ 债券受托管理人 关于 河钢股份有限公司 取消监事会的 一、 重大事项 根据发行人2025年8月29日披露的《河钢股份有限公司关于取消监事会并修 订<公司章程>的公告》,发行人发生的重大事项如下: 发行人拟取消监事会,由董事会审计委员会行使《公司法》规定的监事会职 权。该事项尚需提交公司股东大会审议。 二、 影响分析和应对措施 此次发行人取消监事会属于正常人员变更,不会对发行人日常管理、生产经 营及偿债能力产生重大不利影响。 2025 年 9 月 重要声明 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业行 为准则》、河钢股份有限公司(以下简称"发行人"或"公司")就存续公司债 券与受托管理人签署的受托管理协议(以下简称"《受托管理协议》")及其它 相关信息披露文件以及发行人出具的相关说明文件和提供的相关资料等,由受托 管理人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") 编制。中信建投证券编制本报告的内容及信息均来源发行人提供的资料或说明。 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, ...
技经指标持续创优突破 河钢股份2025H1扣非净利同比增逾六成至3.55亿元
Quan Jing Wang· 2025-09-02 07:58
Core Insights - The company has significantly improved its operational efficiency and financial performance in the first half of 2025, with a revenue of 66.308 billion yuan, a year-on-year increase of 12.73%, and a net profit attributable to shareholders of 598 million yuan, up 44.75% [1] Financial Performance - In the first half of 2025, the company achieved a total revenue of 66.308 billion yuan, representing a 12.73% increase year-on-year [1] - The net profit attributable to shareholders reached 598 million yuan, marking a 44.75% increase compared to the previous year [1] - The net profit after deducting non-recurring gains and losses was 355 million yuan, showing a substantial growth of 63.71% year-on-year [1] - Total assets at the end of the period amounted to 267.060 billion yuan, with net cash flow from operating activities at 6.063 billion yuan [1] Production and Capacity - The company maintained stable production capacity, with pig iron, crude steel, and steel product outputs of 16.48 million tons, 15.73 million tons, and 14.36 million tons respectively in the first half of 2025 [1] - Vanadium slag production reached 132,500 tons during the same period [1] Product Structure and Market Performance - The plate business was particularly strong, generating revenue of 47.028 billion yuan, accounting for 70.92% of total revenue, with a year-on-year growth of 18.97% [2] - The North China region emerged as a core market, contributing 41.866 billion yuan in revenue, a 34.40% increase year-on-year, representing 63.13% of total revenue [2] - The company's overseas market expansion was notable, with revenue of 1.608 billion yuan, a remarkable increase of 84.46% year-on-year [2] Marketing and Customer Strategy - The company optimized its customer structure and enhanced direct supply management, leading to an increase in key customer numbers in line with industry growth [2] - The focus on professional marketing and service efforts has driven sales growth of key products and improved customer and product structures, resulting in higher overall product prices [2] Research and Development - The company invested 939 million yuan in R&D in the first half of 2025, reflecting a year-on-year increase of 3.09% [2] - The company has established a robust R&D system with multiple recognized centers and laboratories, including three national-level technology centers and three provincial engineering research centers [3] - The company is committed to high-end, intelligent, and green development, leveraging technological innovation to drive high-quality growth in the steel industry [3]
2025年1-7月全国黑色金属冶炼和压延加工业出口货值为1160.6亿元,累计下滑1.3%
Chan Ye Xin Xi Wang· 2025-09-02 03:44
Core Viewpoint - The report highlights a decline in the export value of China's black metal smelting and rolling industry, indicating potential challenges for companies in this sector [1]. Industry Summary - In July 2025, the export value of China's black metal smelting and rolling industry was 15.98 billion yuan, a year-on-year decrease of 1.2% [1]. - From January to July 2025, the cumulative export value reached 116.06 billion yuan, reflecting a year-on-year decline of 1.3% [1]. - The report provides a comprehensive market survey and investment outlook for the black metal mining and selection industry in China from 2025 to 2031 [1]. Company Summary - Listed companies mentioned include CITIC Special Steel, Hebei Steel, Zhongnan Co., Benxi Steel, Sansteel Minguang, Jiuli Special Materials, Jinzhu Pipeline, Changbao Co., Shengde Xintai, Anyang Steel, Bayi Steel, New Steel, and Maanshan Steel [1].
普钢板块9月1日跌0.1%,包钢股份领跌,主力资金净流出11.9亿元
Market Overview - On September 1, the general steel sector experienced a slight decline of 0.1%, with Baogang Co. leading the drop [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Individual Stock Performance - Notable gainers in the steel sector included: - Hangang Co. (600126) with a closing price of 10.49, up 2.64% and a trading volume of 2.4742 million shares, totaling 2.656 billion yuan [1] - Bayi Steel (600581) closed at 4.45, up 2.30% with a trading volume of 536,600 shares, totaling 236 million yuan [1] - Benxi Steel (000761) closed at 3.65, up 1.96% with a trading volume of 155,700 shares, totaling 56.1916 million yuan [1] - Conversely, Baogang Co. (600010) saw a decline of 1.43%, closing at 2.75 with a trading volume of 16.8029 million shares, totaling 4.601 billion yuan [2] - Other notable decliners included: - Hebei Steel (000709) down 1.21% to 2.44 with a trading volume of 139,090 shares [2] - Baosteel (600019) down 0.58% to 6.89 with a trading volume of 186,800 shares, totaling 1.291 billion yuan [2] Capital Flow Analysis - The steel sector experienced a net outflow of 1.19 billion yuan from major funds, while retail investors contributed a net inflow of 708 million yuan [2] - Specific stock capital flows included: - Chongqing Steel (601005) with a net inflow of 27.8511 million yuan from major funds, but a net outflow of 17.6784 million yuan from speculative funds [3] - Anshan Steel (000898) saw a net inflow of 7.5332 million yuan from major funds, with minimal activity from speculative and retail investors [3]
河钢股份2025年中报简析:营收净利润同比双双增长,短期债务压力上升
Zheng Quan Zhi Xing· 2025-08-29 22:42
据证券之星公开数据整理,近期河钢股份(000709)发布2025年中报。截至本报告期末,公司营业总收 入663.08亿元,同比上升12.73%,归母净利润5.98亿元,同比上升44.75%。按单季度数据看,第二季度 营业总收入337.67亿元,同比上升16.15%,第二季度归母净利润3.66亿元,同比上升43.96%。本报告期 河钢股份短期债务压力上升,流动比率达0.44。 本次财报公布的各项数据指标表现尚佳。其中,毛利率8.57%,同比减2.9%,净利率1.07%,同比增 30.61%,销售费用、管理费用、财务费用总计41.55亿元,三费占营收比6.27%,同比减13.01%,每股净 资产4.98元,同比增0.57%,每股经营性现金流0.59元,同比增10.15%,每股收益0.05元,同比增59.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 588.21亿 | 663.08亿 | 12.73% | | 归母浄利润(元) | 4.13亿 | 5.98 G | 44.75% | | 扣非净利润(元) | 2 ...
研判2025!中国集装箱房行业发展历程、产业链、市场规模、企业分析及发展趋势分析:行业市场规模达到661.2亿元,未来海外需求有望进一步释放[图]
Chan Ye Xin Xi Wang· 2025-08-29 01:35
Core Viewpoint - The container house market in China is experiencing steady growth driven by urbanization, increased infrastructure demand, and rising temporary housing needs, although growth has slowed post-pandemic [1][10]. Market Overview - The market size of China's container house industry reached 661.2 billion yuan in 2024, with a year-on-year increase of 3.1%, but a decrease of 6.9 percentage points compared to 2023 [1][10]. - The industry is undergoing a reshuffle phase, with many short-term entrants and excess capacity being eliminated [1][10]. - Despite the slowdown in domestic demand, the advantages of container houses such as convenience, environmental friendliness, and low cost are attracting attention in overseas markets [1][10]. Industry Development - Container houses, also known as modular houses, are constructed from modified shipping containers, offering significant advantages in terms of environmental sustainability and cost-effectiveness [3][4]. - The industry has evolved since the 1950s, with significant growth in China occurring post-2000, particularly after the COVID-19 pandemic [6][10]. Industry Chain - The upstream of the container house industry includes raw materials like steel, aluminum, and glass, with steel being a critical component for structural safety and durability [7][10]. - The midstream involves the manufacturing process, which includes cutting, welding, and assembling the containers into finished products [7][10]. - The downstream applications span various sectors, including real estate, logistics, and emergency response, highlighting the versatility of container houses [7][10]. Competitive Landscape - The industry is characterized by a leading group of enterprises dominating the high-end market, while smaller companies focus on niche segments [11][12]. - Major players include China International Marine Containers (Group) Co., Ltd., Shenzhen Elegant Integrated Housing Co., Ltd., and others [11][12]. Future Trends - The application of container houses is diversifying into areas such as tourism, emergency medical services, and commercial spaces, driven by their unique design and rapid deployment capabilities [13][14]. - Companies are actively seeking to expand into overseas markets, particularly in developing countries facing housing shortages and infrastructure needs [13][14]. - Government policies are promoting standardization and modularization in the industry, encouraging the development of green building materials and energy-saving technologies [15].
河钢股份:8月27日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-28 18:46
每经AI快讯,河钢股份(SZ 000709,收盘价:2.37元)8月29日发布公告称,公司第六届二次董事会会 议于2025年8月27日以"现场+视频"方式召开。会议审议了《关于补选董事的议案》等文件。 (记者 张明双) 2025年1至6月份,河钢股份的营业收入构成为:钢铁行业占比94.67%,其他业务占比4.2%,化工行业 占比1.13%。 每经头条(nbdtoutiao)——申请超2万份,已开出41家,加盟海底捞,你要准备多少钱?1000万元不算 多,真实"账单"公布 ...
河钢股份上半年净利润增长44.75% 板材业务营收达470亿元
Core Insights - The company reported a revenue of 66.308 billion yuan for the first half of 2025, a year-on-year increase of 12.73% from 58.821 billion yuan, with a net profit attributable to shareholders of 0.598 billion yuan, up 44.75% [1] - The company aims to enhance its competitiveness in the steel industry by improving operational management and maximizing the potential of its core steel business [1] - The company has a production capacity of 30 million tons of high-quality steel annually and maintains a leading position in steel production technology [1] Financial Performance - The company achieved a net profit of 0.598 billion yuan, representing a 44.75% increase year-on-year, and a non-recurring net profit of 0.355 billion yuan, with a growth rate of 63.71% [1] - Basic earnings per share were approximately 0.05 yuan [1] Product Performance - The steel product categories include plates, bars, wires, and profiles, with the plate business generating 47.028 billion yuan, accounting for 70.92% of total revenue, and showing an 18.97% year-on-year growth [2] - The vanadium product segment also experienced significant growth, achieving revenue of 0.075 billion yuan, a 29.51% increase year-on-year [2] Market and Regional Performance - The North China region contributed 41.866 billion yuan in revenue, a 34.40% increase year-on-year, representing 63.13% of total revenue [2] - The company's international market expansion was notable, with revenue reaching 1.608 billion yuan, a staggering 84.46% increase year-on-year [2] Innovation and R&D - The company invested 0.939 billion yuan in R&D, a 3.09% increase year-on-year, and has established a comprehensive R&D system with multiple recognized platforms [2] - The company is committed to high-end, intelligent, and green development, focusing on innovation-driven strategies to lead the steel industry's transformation [3]