Group 1 - As of January 31, 2025, 23 steel companies in the A-share market have disclosed performance forecasts, with approximately 78% expecting improved year-on-year results, including profit growth, turnaround from losses, or reduced losses [1] - Benxi Steel Plate Co., Ltd. forecasts a net loss of 3.83 billion yuan for 2025, a reduction in losses by 239.7 million yuan year-on-year [1] - Anshan Iron and Steel Co., Ltd. anticipates a net loss of about 4.08 billion yuan for 2025, with a year-on-year reduction in losses of approximately 42.75% [1] - Five companies, including Liuzhou Steel Co., Ltd., expect to turn losses into profits in 2025, while five others, including Jiangsu Shagang Co., Ltd., forecast varying degrees of profit growth [1] Group 2 - The core drivers for the steel industry's transition from losses to profits in 2025 include cost advantages, supply discipline, and unexpected export growth, indicating a shift from a deep adjustment phase to a recovery phase [2] - The significant improvement in the overall operating conditions and profitability of the steel industry is attributed to multiple factors, including structural growth in steel demand driven by manufacturing upgrades, effective control of ineffective supply, and stable or declining raw material prices [2] - The ongoing supply-side structural reforms and implementation of industry regulations are promoting the exit of backward production capacity and facilitating the industry's transition to high-quality development [2] Group 3 - In 2025, China's crude steel production is projected to be 961 million tons, a year-on-year decrease of 4.4%, while steel output is expected to reach 1.446 billion tons, a year-on-year increase of 3.1% [3] - China's steel exports are expected to reach a record high of 119 million tons in 2025, reflecting a year-on-year increase of 7.5% [3] - The steel industry's development model is undergoing profound changes, characterized by "reduction in quantity and optimization of stock" as the industry moves towards a more sustainable growth model [3] Group 4 - Lingyuan Iron and Steel Co., Ltd. emphasizes a focus on "reducing quantity and improving quality," aiming for intensive production and efficiency [4] - Benxi Steel Plate Co., Ltd. is committed to an efficiency-centered development approach, enhancing production efficiency and optimizing marketing channels to improve market competitiveness [4] - The industry is expected to transition towards high-end, green, and intelligent production, with accelerated exit of backward capacity and increased application of low-carbon technologies [4]

Group 1 - The company expects a net profit to be negative for the fiscal year 2025, which spans from January 1, 2025, to December 31, 2025 [1] - The company has communicated with the accounting firm regarding the earnings forecast, and there are no discrepancies between the company and the accounting firm on this matter [1] - The steel market in 2025 is anticipated to experience weak supply and demand, with price fluctuations, leading to an overall improvement in industry conditions [1] Group 2 - The company is focusing on efficiency-centered development, aiming to enhance quality and efficiency through measures such as deepening production and sales coordination, implementing lean production, and optimizing marketing channels [1] - Despite a narrowing price gap in the steel market, the overall operating performance is not expected to achieve profitability for the year [1]

Core Viewpoint - The company expects a net profit attributable to shareholders of -3.83 billion yuan for the fiscal year 2025, indicating a reduction in losses compared to the previous year's loss of 5.04 billion yuan, representing a decrease in loss of 23.97% [2] Financial Performance - The projected net profit for 2025 is -3.83 billion yuan, which is an improvement from the prior year's loss of 5.04 billion yuan [2] - The reduction in loss is quantified at 23.97% compared to the previous year [2]

Core Viewpoint - The company expects a significant net loss for the year 2025, with a projected loss of 3.83 billion yuan attributable to shareholders and a loss of 3.92 billion yuan when excluding non-recurring gains and losses [1] Industry Summary - The steel market in 2025 is anticipated to experience weak supply and demand dynamics, along with price fluctuations, although there are signs of improvement in the overall industry situation [1] - The company aims to focus on efficiency-centered development, emphasizing quality and efficiency improvements, and implementing lean production practices to enhance capacity efficiency [1] - The company plans to adjust its product mix, optimize marketing channels, and increase the development of high-quality new customers to strengthen its market competitiveness [1] - Throughout the year, the price gap between steel sales and purchases is expected to narrow, but no significant improvement in overall operating performance is anticipated, leading to continued losses [1]

Core Viewpoint - The company expects a net loss of 3.83 billion yuan for the year 2025, indicating a reduction in losses compared to the previous year [1] Financial Performance - The net profit attributable to shareholders is projected to be a loss of 3.83 billion yuan, which is a decrease in losses by 2.397 billion yuan compared to the same period last year [1] - The net profit after excluding non-recurring gains and losses is expected to be a loss of 3.92 billion yuan, reflecting a reduction in losses by 2.493 billion yuan year-on-year [1] - The basic earnings per share are projected to be a loss of 0.93 yuan per share [1] Market Conditions - The performance decline is attributed to weak supply and demand in the steel market, price fluctuations, and narrowing price spreads [1] - Despite the company's efforts to enhance competitiveness and reduce losses, it is still expected to report a loss for the entire year [1]

Group 1 - The steel sector saw a slight increase of 0.41% on January 26, with Wujin Stainless Steel 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 steel sector showed varied performance, with Wujin Stainless Steel closing at 9.30, up 3.56%, and Baosteel closing at 7.30, up 0.83% [1] Group 2 - The steel sector experienced a net outflow of 334 million yuan from main funds, while retail investors saw a net inflow of 304 million yuan [2] - Among individual stocks, Baosteel had a net inflow of 87.72 million yuan from main funds, while Chongqing Steel saw a net inflow of 44.03 million yuan [3] - The overall trading volume for the steel sector was significant, with Baosteel recording a transaction amount of 1.167 billion yuan [1][2]

Market Performance - The steel sector saw an increase of 1.53% on January 23, with Jiugang Hongxing leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Individual Stock Performance - Jiugang Hongxing (600307) closed at 2.07, with a rise of 10.11% and a trading volume of 2.38 million shares, amounting to a transaction value of 473 million yuan [1] - Wujin Stainless Steel (603878) also saw a significant increase of 10.05%, closing at 8.98 with a trading volume of 525,500 shares [1] - Other notable performers included Sangang Min Guang (002110) with a 4.95% increase, Baogang Co. (600010) up 3.61%, and Anyang Steel (600569) up 3.24% [1] Capital Flow Analysis - The steel sector experienced a net inflow of 397 million yuan from main funds, while retail funds saw a net outflow of 169 million yuan [2] - Main funds showed significant net inflows in stocks like Baogang Co. (600010) with 194 million yuan and Jiugang Hongxing (600307) with 145 million yuan [3] - Conversely, retail investors had notable outflows from Jiugang Hongxing and Baogang Co., indicating a shift in investor sentiment [3]

一、本次变更项目质量控制复核人情况 立信作为公司2025年度会计审计机构及内部控制审计机构，原指派郭健为公司项目质量控制复核人。鉴 于立信内部工作安排等原因，郭健不再为公司提供2025年度审计服务，现委派赖小娟接替郭健作为质量 控制复核人。 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 本钢板材股份有限公司（以下简称："公司"或"本钢板材"）于2025年4月2日召开九届董事会第三十五次 会议，审议通过了《关于续聘会计师事务所的议案》，聘任立信会计师事务所（特殊普通合伙）（以下 简称"立信"）为公司2025年度会计审计机构及内部控制审计机构，并于2025年4月25日召开2024年度股 东大会审议通过了上述议案。具体内容详见公司于2025年4月4日、2025年4月26日在《中国证券报》 《证券时报》和巨潮资讯网上披露的相关公告。 近日，公司收到立信出具的《关于变更本钢板材项目质量控制复核人的告知函》，现将具体情况公告如 下： 立信出具的《关于变更本钢板材项目质量控制复核人的告知函》。 本钢板材股份有限公司 董事会 ...

（文章来源：证券日报） 证券日报网讯 1月22日，本钢板材发布公告称，公司2025年度审计项目质量控制复核人由郭健变更为赖 小娟，立信会计师事务所内部调整所致，交接已完成，不影响年度审计。 ...

Market Performance - The steel sector saw an increase of 1.92% on January 22, with Benxi Steel leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Individual Stock Performance - Benxi Steel (000761) closed at 3.52, up 5.07% with a trading volume of 470,900 shares and a turnover of 165 million yuan [1] - Other notable performers included: - Jiugang Hongxing (600307) at 1.88, up 5.03% [1] - Linggang Co. (600231) at 2.27, up 4.13% [1] - Chongqing Steel (601005) at 1.50, up 3.45% [1] - Anyang Steel (600569) at 2.47, up 3.35% [1] Capital Flow Analysis - The steel sector experienced a net outflow of 244 million yuan from main funds, while retail investors contributed a net inflow of 215 million yuan [1] - The table of capital flow indicates that: - Baosteel (600019) had a net inflow of 57.81 million yuan from main funds [2] - Chongqing Steel (601005) saw a net inflow of 46.50 million yuan from main funds [2] - Benxi Steel (000761) had a net inflow of 21.22 million yuan from main funds [2]