钢铁股集体重挫，截至发稿，马鞍山钢铁股份(00323)跌19.44%，报1.45港元；鞍钢股份（000898） (00347)跌17.96%，报1.37港元；中国东方集团(00581)跌17.19%，报1.06港元；重庆钢铁（601005）股份 (01053)跌16.09%，报0.73港元。 民生证券指出，贸易摩擦担忧升级，钢材价格承压。4月2日，特朗普宣布对贸易伙伴征收所谓的"对等 关税"措施，4月9日将实施34%所谓的"对等关税"。钢铁产品不受本次关税约束，但其下游制成品将受 到关税影响。根据钢联测算，2024年钢铁间接对美出口约1000万吨，其他国家对美出口的钢材也有部分 来自于中国，整体影响量预计不低于2000万吨，约占总需求的2%。长期来看，粗钢仍有产量调控预 期，原料端铁矿、焦煤供给趋于宽松，若限产幅度超过2000万吨，钢企盈利能力有望修复。 信达证券（601059）表示，虽然钢铁行业现阶段面临供需矛盾突出等困扰，行业利润整体下行，但伴随 系列"稳增长"政策纵深推进，钢铁需求总量有望在房地产筑底企稳、基建投资稳中有增、制造业持续发 展、钢铁出口高位等支撑下保持平稳或甚至边际略增，反观平控政策预期下 ...

Core Viewpoint - Ansteel Co., Ltd. is experiencing its most challenging period, with significant declines in revenue and record losses in 2024 [1][4]. Financial Performance - In 2024, Ansteel reported operating revenue of 105.1 billion yuan, a year-on-year decrease of 9.06%, and a net loss of 7.12 billion yuan, with losses expanding by 118.8% compared to the previous year [1][2][3]. - The company's revenue has returned to levels seen six years ago, comparable to 2018, marking the worst loss in its history [1][3]. - Cumulative losses over the past two years amount to 10.38 billion yuan for net profit and 10.52 billion yuan for non-recurring net profit [3][4]. Industry Context - The steel industry is facing a downturn, with Ansteel's performance lagging behind other major players like Baosteel and Hualing Steel, which, despite declines, managed to maintain profitability [4][6]. - The steel price index has been declining while raw material prices remain high, exacerbating the industry's weak market conditions [4]. Operational Metrics - Ansteel's asset-liability ratio reached a historical high of 51.61% by the end of 2024, indicating increased financial leverage [1][11]. - The company has seen a reduction in its workforce, with employee numbers decreasing from 29,303 in 2022 to 25,028 in 2024, a decline of approximately 14.6% [1][12]. Product Performance - In 2024, Ansteel's main products operated at a loss, with an overall gross margin of -3.54%, the lowest in its history [9][10]. - Specific product lines, such as hot-rolled and cold-rolled sheets, reported negative gross margins of -5.88% and -2.07%, respectively [9][10]. Future Plans - Ansteel has announced a plan to not distribute cash dividends for 2024 and aims to optimize its asset structure while focusing on its core business [8]. - The company intends to enhance operational efficiency and profitability, with commitments to accelerate the elimination of outdated capacity and promote low-carbon transformation [8].

截至2025年3月28日收盘，鞍钢股份（000898）报收于2.43元，较上周的2.53元下跌3.95%。本周，鞍钢 股份3月24日盘中最高价报2.57元。3月28日盘中最低价报2.42元。鞍钢股份当前最新总市值229.55亿 元，在普钢板块市值排名9/23，在两市A股市值排名689/5140。 本周关注点 股本股东变化 近日鞍钢股份披露，截至2025年2月28日公司股东户数为9.79万户，较12月31日减少1436.0户，减幅为 1.45%。户均持股数量由上期的8.02万股增加至8.12万股，户均持股市值为20.23万元。 股本股东变化：截至2025年2月28日公司股东户数为9.79万户，较12月31日减少1436户 公司公告汇总：2024年度不派发现金红利，不送红股，不以公积金转增股本 经立信会计师事务所审计，按《中国企业会计准则》，公司2024年度归属于上市公司股东的净利润 为-7122百万元；截至2024年12月31日，公司合并报表未分配利润为-321百万元。依据公司章程，综合 考虑公司发展及资金需求情况，为保障公司可持续发展和全体股东的长远利益，2024年度拟不派发现金 红利，不送红股，不以公积金转 ...

鞍钢股份(000898.SZ)去年亏损超71亿元。 鞍钢股份近日发布公告称，2024年公司实现营业收入1051.01亿元，同比下降9.06%；归属于上市公司股东的净亏损为71.22亿元，同比下降118.8%。该公司 经营活动产生的现金流量净额为-7.87亿元，同比减少148.08%。 由于近两年持续亏损，属于长期破净公司，鞍钢股份3月30日发布《估值提升计划》称，将在聚焦主业的同时，进一步优化资产结构，将鲅鱼圈基地打造为 国际领先的中厚板生产基地；在非钢产业上，拓展制氢和氢应用产业链；计划采取措施提升公司经营效率和盈利能力、提升上市公司投资价值、提高股东回 报能力。 在股东回报方面，公司承诺在当年盈利且累计未分配利润为正的情况下，每年以现金方式分配的利润不低于当年母公司实现的可供分配利润的 10％。 鞍钢股份是国内大型钢铁生产和销售企业，1997年分别在香港联合交易所和深圳证券交易所挂牌上市，是鞍钢集团的核心企业，拥有鞍山、营口、朝阳三大 主要生产基地。 截至2025年4月2日上午收盘，鞍钢股份股价下跌0.82%至2.42亿元，市值215亿元。 在鞍钢股份巨亏的同时，其董事长薪酬却大涨超八成。年报显示，202 ...

致：香港交易及結算所有限公司 公司名稱: 鞍鋼股份有限公司(備註1) 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年3月31日 狀態: 新提交 呈交日期: 2025年4月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00347 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,411,540,000 | RMB | | | 1 RMB | | 1,411,540,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,411,540,000 | RMB | | | 1 RMB | | 1,411,540,000 | | 2. 股 ...

Core Viewpoint - Ansteel Co., Ltd. reported a significant net loss of 7.122 billion yuan for 2024, marking a year-on-year decline of 118.8%, alongside a 9.06% drop in operating revenue, indicating severe challenges in the steel industry [1][3][4]. Financial Performance - The company's operating revenue for 2024 was 105.101 billion yuan, down 9.06% year-on-year [3]. - The net profit attributable to shareholders was a loss of 7.122 billion yuan, a decline of 118.8% compared to the previous year [3][4]. - The net cash flow from operating activities was a loss of 787 million yuan, representing a 148.08% decrease year-on-year, highlighting worsening cash flow conditions [3][4]. Product Margins - The gross margin for hot-rolled thin plates was -5.88%, down 4.54 percentage points year-on-year [3]. - The gross margin for cold-rolled thin plates was -2.07%, down 3.66 percentage points year-on-year [3]. - The gross margin for medium and thick plates was -1.52%, down 1.65 percentage points year-on-year [3]. Cost Management - The company achieved a significant reduction in sales expenses to 560 million yuan and management expenses to 1.339 billion yuan compared to 2023 [4]. - However, financial expenses increased to 266 million yuan, up 1.92% year-on-year [4]. Industry Context - Ansteel attributed its losses to the challenging conditions in the steel industry, with weak downstream demand and a low market sentiment leading to reduced profit margins [4]. - The company has faced significant performance fluctuations over the past three years, with a notable decline in 2022 and 2023 due to various economic pressures [5]. Strategic Actions - On March 28, 2024, Ansteel announced a capital increase agreement with Ansteel Engineering and Ansteel Energy to boost the registered capital of Ansteel Energy for a project related to LNG production from coke oven gas [6]. - The total capital increase for this project is 100 million yuan, aimed at enhancing the company's energy sector development and investment returns [6]. - Ansteel's subsidiary, Green Gold, entered into a joint venture agreement with Benxi Steel to establish a company focused on recycling and processing waste materials, which is expected to strengthen market competitiveness and profitability [6].

登录新浪财经APP 搜索【信披】查看更多考评等级 有色金属不超过2.28万吨，铁合金不超过6.8万吨。 4.交易期限 截至2025年12月31日止年度。 5. 资金来源 公司用于开展期货交易的资金为自有资金，不存在使用募集资金和银行信贷资金开展期货和衍生品交易 的情况。 6. 专业人员配备 公司设立套期保值业务相关岗位，且配备人员具备资质并接受过专业培训。 三、内部控制与管理 1. 管理制度与监督 公司制订了《鞍钢股份有限公司套期保值业务管理办法》。 公司设立了期货交易监督部门，对公司开展套期保值业务的必要性与合规性进行审查监督，负责对《鞍 钢股份有限公司套期保值业务管理办法》的执行情况进行检查和监督。 2.风险分析及控制措施 风险分析：因期货交易所交易制度设计完善、涉及的期货合约成交活跃、保证金监管严密，所以公司面 临的系统性风险、流动性风险及信用和资金风险较小。鉴于期货的金融属性，交易合约价格走势可能存 在阶段性的与基本面的反向偏离，导致不利基差（期现价差）的发生而面临一定的基差风险，但从一般 规律来看，期货合约价格与现货价格变动趋势总体上趋于一致，因此基差风险属可控范围。 控制措施： （1）公司为规范套 ...

鞍钢股份有限公司（以下简称"鞍钢股份"）3月30日晚间披露的2024年年度报告显示，2024年公司实现 营业收入1051.01亿元，同比下降9.06%；实现归属于上市公司股东的净利润-71.22亿元，亏损规模同比 扩大118.80%。 经营亏损进一步加剧 鞍钢股份是我国现代化特大型钢铁联合企业。公司聚焦钢铁主业，目前拥有鞍山、营口、朝阳三个钢铁 生产基地。公司钢材产品种类、规格齐全，拥有较为完整的产品系列。 年报显示，2024年鞍钢股份钢材产销量同比均出现下降。报告期内，公司分别完成铁、钢、材产量 2430.29万吨、2544.22万吨、2397.54万吨，同比减少4.53%、4.45%、2.54%。2024年销售钢材2395.13万 吨，同比减少3.64%。 产销量下降的同时，鞍钢股份主要产品毛利率也进一步下滑。2024年，公司热轧薄板系列产品毛利率 为-5.88%，同比下降4.54个百分点；冷轧薄板系列产品毛利率为-2.07%，同比下降3.66个百分点；中厚 板毛利率为-1.52%，同比下降1.65个百分点。 众和昆仑（北京）资产管理有限公司董事长柏文喜向《证券日报》记者表示："2024年钢铁行业整体面 ...

智通财经3月30日讯（记者 张良德）钢铁行业的"寒冬"在东北地区似乎更为严酷。2024年，鞍钢股份 （000898.SZ）亏损逾71亿元，亏损额较上一年度翻了一番，或创下钢铁行业亏损额新高。公司冷轧、 热卷、中厚板等主要产品毛利率均为负。 鞍钢股份今日晚间发布公告，2024年，公司实现营业收入1051.01亿元，同比下降9.06%；归属于上市公 司股东的净利润-71.22亿元，同比下降118.8%；扣除非经常性损益的净利润-72.02亿元，同比下降 117.25%；资产负债率由上一年度的42.90%升至51.61%。 对于业绩大幅亏损，公司方面表示，受钢铁行业下游需求持续不振、弱周期、低景气度影响，供销两端 市场价差快速收窄，公司盈利空间进一步压缩。面对钢铁行业下行压力，公司上下严控费用，全力减亏 控亏，但仍未能完全弥补购销两端市场价差持续收窄影响，公司亏损额增加。 由于近两年业绩表现不佳，公司股价长期破净，公司在今日同步披露的《估值提升计划》中表示，将在 聚焦主业的同时，进一步优化资产结构，将鲅鱼圈基地打造为国际领先的中厚板生产基地，同时在非钢 产业上，拓展制氢和氢应用产业链；同时，计划采取措施提升公司经营 ...

Group 1: Financial Performance - Heng Rui Pharmaceutical reported a net profit of 6.337 billion yuan for 2024, a year-on-year increase of 47.28% and proposed a cash dividend of 2.00 yuan per 10 shares [1] - China National Petroleum Corporation achieved a net profit of 164.684 billion yuan in 2024, a 2% increase year-on-year, with a revenue of 2.94 trillion yuan, down 2.5% [1] - Sanofi Biologics expects a net profit of 39.1985 million to 47.9092 million yuan for Q1 2025, representing a year-on-year increase of 137.97% to 190.85% [3] - Wide Great Materials anticipates a net profit of approximately 75 million yuan for Q1 2025, a year-on-year increase of about 1504.79% [5] - Pu Ran Co. reported a revenue of 1.804 billion yuan for 2024, a 60.03% increase year-on-year, and a net profit of 292 million yuan, turning from loss to profit [6] - Xi Zi Clean Energy achieved a net profit of 440 million yuan in 2024, a 705.74% increase year-on-year, despite a revenue decline of 20.33% [10] - Ansteel Group reported a net loss of 7.122 billion yuan for 2024, compared to a loss of 3.255 billion yuan the previous year [12] Group 2: Corporate Actions - China Construction Bank plans to issue A-shares to introduce strategic investment from the Ministry of Finance, with a total fundraising amount not exceeding 105 billion yuan [2] - Postal Savings Bank intends to issue A-shares to the Ministry of Finance, China Mobile Group, and China Shipbuilding Group, raising a total of 130 billion yuan for core tier one capital [7] - Bank of China signed a conditional share subscription agreement with the Ministry of Finance for a total of 165 billion yuan, with a subscription price of 6.05 yuan per share [8] - Huada Jiutian plans to acquire 100% of Chip and Semiconductor through a combination of share issuance and cash payment, enhancing its capabilities in EDA solutions [9] - China Aviation Industry Finance announced the voluntary termination of its stock listing, with shares resuming trading on March 31, 2025 [4]