Summary of Key Points Core Viewpoint - In the recent five trading days (July 21 to July 25), significant shareholder activities were observed, with 13 companies experiencing share increases totaling 341 million shares and an aggregate investment of 1.471 billion yuan, while 127 companies saw a total reduction of 7.589 billion yuan in shares [1]. Group 1: Shareholder Activities - A total of 13 companies had significant shareholder increases, with the highest increase from Everbright Bank, which saw 264 million shares added, amounting to 1.118 billion yuan [1]. - Ansteel Corporation followed with an increase of 31.93 million shares and an investment of 76.82 million yuan [1]. - The third highest increase was for Jerry Holdings, with a total increase of 5.85 million yuan [1]. Group 2: Sector Distribution - The majority of shareholder increases were concentrated in the main board, with a total increase of 1.471 billion yuan [1]. - Key industries with significant shareholder increases included basic chemicals and machinery equipment, each contributing three companies to the list [1]. Group 3: Market Performance - The average increase for stocks with shareholder increases over the past five days was 3.65%, outperforming the Shanghai Composite Index during the same period [1]. - Notable gainers included Kailong Co., with a rise of 14.81%, Liugong, with an increase of 9.85%, and Dongpeng Holdings, which rose by 7.38% [1]. - Conversely, Shanghai Bank and Everbright Bank experienced declines of 5.71% and 3.29%, respectively [1]. Group 4: Fund Flow and Performance Forecast - In terms of fund flow, stocks with shareholder increases saw significant net outflows, particularly from Liugong and Shanghai Bank, with outflows of 380 million yuan and 168 million yuan, respectively [2]. - Among the stocks with significant shareholder increases, five companies released half-year performance forecasts, with three expecting profit increases. An Tong Holdings projected a net profit of 515 million yuan, reflecting a year-on-year increase of 234.42% [2].

Group 1 - The concept of "Aura" proposed by Walter Benjamin relates to a transcendent response that connects distant people and objects, similar to the "artistic conception" in Eastern culture [1] - The introduction of silver plate photography in China during the mid-19th century and its acceptance by the Qing government marked a significant cultural shift [1] - The Fushun West Open-pit Coal Mine, as a core energy base during China's first five-year plan, has a mining history of 118 years and has significantly contributed to China's industrial development [4][5] Group 2 - The Fushun West Open-pit Coal Mine has provided thousands of jobs and has led to the establishment of a complete industrial chain, contributing to the prosperity of the city [9] - The coal mine's production peaked at nearly 20 million tons annually, contributing up to 30% of the national coal output during its operational years [5] - The transformation efforts by local government in resource-depleted cities have included extensive greening projects and the establishment of a coal museum, improving the local environment [10] Group 3 - The steel industry in Liaoning, particularly through Anshan Iron and Steel Group, plays a crucial role in China's steel production, accounting for over half of the global output [24] - Anshan was a significant industrial center during the planned economy era, with a GDP of 3.278 billion RMB in 1978, ranking thirteenth nationally [15] - The transition to a market economy led to significant layoffs in state-owned enterprises, impacting the local workforce and economy [16][18] Group 4 - The narrative of industrial workers, such as Wang Yuwen, highlights the emotional and social aspects of labor in the coal and steel industries, capturing the essence of their experiences through photography [3][13] - The evolution of cities like Anshan and Fushun is closely tied to their industrial roots, with many local enterprises emerging from the legacy of state-owned industries [24][28] - The ongoing revitalization of Northeast China emphasizes the integration of technology and culture in industrial development, marking a shift from traditional industries to modern manufacturing [28][30]

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 鞍钢股份有限公司（以下简称公司）第九届董事会已届满，根据《中华人民共和国公司法》等有关规 定，公司于2025年7月16日召开职工代表大会，选举赵忠民先生为公司第十届董事会职工董事，选举结 果已公示无异议。赵忠民先生将与公司2025年第二次临时股东大会选举产生的非职工董事共同组成公司 第十届董事会，任期与第十届董事会一致，自公司股东大会选举产生第十届董事会非职工董事成员之日 起三年。公司董事会中兼任公司高级管理人员以及由职工代表担任的董事人数总计未超过公司董事总数 的二分之一。 赵忠民先生简历： 赵忠民先生，1967年1月出生，中国国籍，高级经济师，硕士学位，无境外永久居留权。现任鞍钢股份 党委副书记、工会主席、机关党委书记，兼鞍山钢铁集团有限公司党委副书记、工会主席、职工董事。 赵忠民先生曾任鞍钢集团本钢集团有限公司董事、党委副书记，鞍钢集团矿业有限公司党委副书记、工 会主席、职工董事，鞍钢资源有限公司党委筹建组副组长、工会筹建组组长等职务。 赵忠民先生目前未持有公 ...

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。 （股份編號：0347） 選舉職工董事 本公司將與趙先生簽訂服務合約。趙先生的薪酬將由董事會根據其責任、 本 公 司 薪 酬 政 策 及 當 前 市 場 狀 況 釐 定。 於 本 公 告 日 期，趙 先 生 並 無 於 本 公 司 股 份 或 相 關 股 份 中 擁 有《證 券 及 期 貨 條 例》第XV部 界 定 的 任 何 權 益。 除 上 文 所 披 露 者 外，於 本 公 告 日 期，趙 先 生 於 過 往 三 年 內 並 無 於 香 港 或 海 外 的 任 何 上 市 公 司 擔 任 任 何 董 事 職 務，與 本 公 司 任 何 董 事、高 層 管 理 人 員、主 要 或 控 股 股 東（定 義 見《香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則》 （「上市規則」））概 無 任 何 關 係。 除 上 文 所 ...

鞍钢股份有限公司 关于选举第十届董事会职工董事的公告 证券代码：000898 证券简称：鞍钢股份 公告编号：2025-043 赵忠民先生目前未持有公司股份。除上述披露情况外，赵忠民先生与 持有公司 5%以上股份的股东、实际控制人、公司其他董事、高级管理人员 不存在关联关系，赵忠民先生不存在以下情形：（1）《公司法》规定不得担 任董事、监事、高级管理人员的情形；（2）被中国证监会采取不得担任上 1 市公司董事、监事、高级管理人员的市场禁入措施，期限尚未届满；（3） 被证券交易所公开认定为不适合担任上市公司董事、监事和高级管理人员， 期限尚未届满；（4）最近三十六个月内受到中国证监会行政处罚；（5）最 近三十六个月内受到证券交易所公开谴责或者三次以上通报批评；（6）因 涉嫌犯罪被司法机关立案侦查或者涉嫌违法违规被中国证监会立案调查， 尚未有明确结论意见；（7）被中国证监会在证券期货市场违法失信信息公 开查询平台公示或者被人民法院纳入失信被执行人名单。 鞍钢股份有限公司 董事会 2025 年 7 月 23 日 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。 鞍钢股份有 ...

（股份編號：0347） 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。 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條 作 出。 茲載列鞍鋼股份有限公司（「本公司」）於二零二 五 年 七 月 二十二 日 在《中 國 證券報》、《證券時報》、《上海證券報》或巨潮資訊網(http://www.cninfo.com.cn) 刊 登 的 以 下 公 告 全 文，僅 供 參 考。 承董事會命 鞍鋼股份有限公司 王 軍 執行董事兼董事長 中國遼寧省鞍山市 二零二 五 年 七月二十一日 於 本 公 告 日 期，本 公 司 董 事 會 成 員 如 下： | 執 | 行 | 董 | 事： | 獨 | 立 | 非 | 執 | 行 | 董 | 事： | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

证券代码：000898 证券简称：鞍钢股份 公告编号：2025-042 具体内容详见公司于 2025 年 4 月 22 日在巨潮资讯网披露的《鞍钢 股份有限公司关于控股股东增持公司 A 股流通股份计划的公告》， 鞍钢股份有限公司 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。 特别提示： 《关于控股股东增持公司 A 股流通股份计划的公告》，控股股东鞍山钢 铁集团有限公司（以下简称鞍山钢铁）基于对公司长期投资价值的认可 及未来发展前景的信心，计划自 2025 年 4 月 22 日起 6 个月内，通过集 中竞价方式增持公司 A 股流通股份，本次计划增持总金额合计不低于人 民币 10,000 万元且不超过人民币 20,000 万元。本次增持计划不设定价格 区间。 自 2025 年 4 月 22 日至 2025 年 7 月 21 日通过深圳证券交易所以集中竞 价方式累计增持公司股份 36,143,538 股，增持金额合计（不包含佣金及 交易税费）为人民币 8,682.07 万元。截至 2025 年 7 月 21 日收盘，鞍山 钢铁持有公司股份 5,052,255,067 ...

证券代码：000898 证券简称：鞍钢股份 公告编号：2025-042 鞍钢股份有限公司 关于控股股东增持股份计划的实施进展暨增持时间过半的公告 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。 特别提示： 1. 鞍钢股份有限公司（以下简称公司）于 2025 年 4 月 22 日披露了 《关于控股股东增持公司 A 股流通股份计划的公告》，控股股东鞍山钢 铁集团有限公司（以下简称鞍山钢铁）基于对公司长期投资价值的认可 及未来发展前景的信心，计划自 2025 年 4 月 22 日起 6 个月内，通过集 中竞价方式增持公司 A 股流通股份，本次计划增持总金额合计不低于人 民币 10,000 万元且不超过人民币 20,000 万元。本次增持计划不设定价格 区间。 2. 截至 2025 年 7 月 21 日，本次增持计划实施期限过半，鞍山钢铁 自 2025 年 4 月 22 日至 2025 年 7 月 21 日通过深圳证券交易所以集中竞 价方式累计增持公司股份 36,143,538 股，增持金额合计（不包含佣金及 交易税费）为人民币 8,682.07 万元。截至 2025 ...

Core Viewpoint - The steel industry has seen a profit rebound in the first half of the year, driven by cost reductions, export boosts, and proactive cost-cutting measures by companies, with self-discipline in production being a key factor for profit improvement [1][4][6]. Group 1: Company Performance - Several listed steel companies have issued positive performance forecasts for the first half of the year, with notable increases in net profits: - Shougang Co. expects a net profit of 642 million to 672 million yuan, a year-on-year increase of 62.62%-70.22% [2] - Minmetals Development anticipates a net profit of 107 million yuan, up 111% [2] - Liugang Co. projects a net profit of 340 million to 400 million yuan, a staggering increase of 530%-641% [2] - Fangda Special Steel expects a net profit of 380 million to 430 million yuan, an increase of 133.33%-164.03% [2] - Other companies like Xinyu Steel, Shandong Steel, and others forecast a turnaround in profitability for the first half of 2025 [2]. Group 2: Industry Trends - The steel industry is experiencing a reduction in production and structural adjustments, with weak steel prices prevailing [2][4]. - The overall profit for the black metal smelting and rolling industry from January to May reached 31.69 billion yuan, better than the 29.19 billion yuan for the entire year of 2024 [4]. - The self-discipline in production among steel companies is seen as a core factor for profit improvement, despite ongoing supply-demand structural contradictions [4][5]. Group 3: Future Outlook - The outlook for steel prices in the second half of the year is uncertain, with expectations of limited upward movement due to weak domestic demand and potential challenges in maintaining high export levels [6][7]. - Analysts suggest that self-discipline in production will remain a critical variable influencing price trends, with a focus on quality and efficiency rather than merely high production volumes [7][8]. - The industry is urged to enhance integration, improve industry concentration, and phase out inefficient production capacities to achieve high-quality development [8].

Group 1 - The steel industry has shown significant improvement in profitability in the first half of the year due to falling raw material costs and cost-cutting measures [2][4][5] - Despite the overall recovery in performance, the steel sector experienced a collective pullback in stock prices on July 15, with notable declines in companies such as China Iron Titanium and Chongqing Steel [2][4] - A total of 24 A-share steel companies have released mid-year performance forecasts for 2025, with 19 reporting substantial profit improvements, including several companies achieving double or triple-digit profit growth [4][5] Group 2 - The steel industry faces challenges from a sluggish real estate market, limited infrastructure investment, and increased export pressure, leading to a significant decline in steel prices and ongoing profitability pressure [4][6] - Companies are addressing demand contraction by eliminating outdated production capacity, optimizing product structures, and enhancing product value, which has contributed to profit recovery [5][6] - The current supply-demand dynamics in the steel industry are improving, with major steel companies announcing production cuts under the "anti-involution" policy, which is expected to strengthen supply contraction [6]