证券代码：000923 证券简称：河钢资源 公告编号：2025-25 河钢资源股份有限公司 全文详见巨潮资讯网（http://www.cninfo.com.cn）：《2025 年半年度报告 全文》。摘要详见巨潮资讯网（http://www.cninfo.com.cn）：《2025 年半年度报 告摘要》（2025-23）。 2、审议通过《关于 2025 年半年度募集资金存放与使用情况的专项报告》； 第八届监事会第五次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 一、会议召开情况 河钢资源股份有限公司第八届监事会第五次会议于 2025 年 8 月 28 日下午 4:30 在石家庄市体育南大街 385 号 1709 会议室以通讯方式召开，2025 年 8 月 24 日公司以电话、电子邮件及书面方式向全体监事发出会议通知。会议应到监 事 3 人，实到监事 3 人，张海涛先生主持会议，相关人员列席会议，会议的召集、 召开符合有关法律、行政法规、部门规章、规范性文件和公司章程的规定。 二、会议审议情况 1、审议通过《2025 年半年度报告全文及摘要》； 经 ...

格隆汇8月28日｜河钢资源公告，2025年上半年营业收入28.22亿元，同比下降13.33%。净利润2.62亿 元，同比下降45.11%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

河钢资源股份有限公司 2025 年半年度报告全文 河钢资源股份有限公司 2025 年半年度报告 2025 年 8 月 28 日 1 河钢资源股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人王耀彬、主管会计工作负责人于超及会计机构负责人(会计主 管人员)于超声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质承诺，请 投资者注意投资风险，投资者及相关人士均应当对此保持足够的风险认识， 并且应当理解计划、预测与承诺之间的差异，敬请投资者注意投资风险。 公司在本报告第三节"管理层讨论与分析"中"公司面临的风险和应对措 施"部分描述了公司未来经营中可能面临的风险以及应对措施，敬请广大投 资者注意查阅。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | | | 第一节 | 重要提示、目录和释义 2 | | | ...

Group 1 - The company's operating revenue for the first half of 2025 is 2.822 billion yuan, representing a year-on-year decrease of 13.33% [1] - The net profit for the same period is 262 million yuan, showing a year-on-year decline of 45.11% [1] - The company plans not to distribute cash dividends, issue bonus shares, or convert reserves into share capital [1]

Market Overview - The steel raw materials sector increased by 0.09% on August 26, with Dazhong Mining leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Dazhong Mining (001203) closed at 12.41, up 2.31% with a trading volume of 304,300 shares and a transaction value of 377 million yuan [1] - Guangdong Mingzhu (600382) closed at 5.79, up 1.05% with a trading volume of 82,500 shares and a transaction value of 47.59 million yuan [1] - Fangda Carbon (600516) closed at 5.03, up 1.00% with a trading volume of 524,000 shares and a transaction value of 263 million yuan [1] - Other stocks like Hebei Steel Resources (000923) and Steel Titanium Co. (000629) experienced slight declines [1] Capital Flow - The steel raw materials sector saw a net outflow of 11.8014 million yuan from main funds, while speculative funds had a net inflow of 20.2818 million yuan [1] - Retail investors experienced a net outflow of 8.4805 million yuan [1] Detailed Capital Flow Analysis - Dazhong Mining had a main fund net inflow of 52.3866 million yuan, but a net outflow from retail investors of 47.9657 million yuan [2] - Fangda Carbon saw a main fund net inflow of 21.0819 million yuan, with retail investors also experiencing a net outflow [2] - Other companies like Hainan Mining (601969) and Erdos (600295) showed mixed capital flows, with significant outflows from main funds in some cases [2]

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, and the supply side is beginning to show signs of market-driven clearance, indicating a potential recovery in the steel industry's fundamentals [3][4]. - The report anticipates that if supply policies are implemented, the speed of supply contraction will accelerate, leading to a quicker upward trend in the industry [3]. Summary by Sections Steel Market Overview - The apparent consumption of five major steel products reached 8.5299 million tons, an increase of 2.64% week-on-week [24]. - The total steel inventory was 14.4104 million tons, with a week-on-week increase of 2.25% [11]. - The operating rate of blast furnaces in 247 steel mills was 83.36%, a decrease of 0.23 percentage points week-on-week [28]. Production and Profitability - The total steel production was 8.7806 million tons, an increase of 0.73% week-on-week [30]. - The average gross profit for rebar was 243.7 CNY/ton, down 13.4% week-on-week, while hot-rolled coil gross profit was 201.7 CNY/ton, down 13.5% week-on-week [35]. Demand and Supply Dynamics - The report notes a decline in real estate demand, but infrastructure and manufacturing sectors are expected to maintain stable growth [3]. - Steel exports from China maintained a year-on-year growth of 9.2% in the first half of the year [3]. Raw Material Prices - Iron ore prices decreased, with the spot price dropping to 765 CNY/ton, a decline of 1.54% [42]. - Coking coal prices remained stable at 1430 CNY/ton, while coking prices increased to 1660 CNY/ton, a rise of 3.11% [42]. Recommendations - The report recommends focusing on leading companies with technological and product structure advantages, such as Baosteel and Hesteel, as well as companies with low valuations and high dividends like CITIC Special Steel [3].

证券之星消息，8月21日冶钢原料板块较上一交易日上涨0.22%，金岭矿业领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000655 | 金岭矿业 | 9.17 | 2.34% | 25.89万 | 2.36 Z | | 601121 | 宝地矿业 | 6.70 | 0.60% | 14.72万 | 9820.30万 | | 600516 | 方大炭素 | 4.92 | 0.41% | 29.09万 | 1.43亿 | | 600295 | 鄂尔多斯 | 10.19 | 0.39% | 9.90万 | 1.01亿 | | 000923 | 河钢资源 | 14.45 | 0.14% | 8.60万 | 1.24亿 | | 696109 | 海南矿业 | 8.36 | 0.12% | 21.15万 | 1.77亿 | | 000629 | 钢钛股份 | 2.80 | ...

从资金流向上来看，当日冶钢原料板块主力资金净流出2106.41万元，游资资金净流入4812.72万元，散户 资金净流出2706.31万元。冶钢原料板块个股资金流向见下表： 证券之星消息，8月18日冶钢原料板块较上一交易日上涨0.21%，大中矿业领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001203 | 大中矿业 | 12.14 | 2.19% | 18.57万 | 2.24亿 | | 601969 | 一起越使 | 8.21 | 1.36% | 23.61万 | · 1.94亿 | | 000629 | 钢钛股份 | 2.75 | 0.00% | 96.05万 | 2.64亿 | | 600516 | 方大炭素 | 4.86 | -0.21% | 31.79万 | 1.55亿 | | 000655 | 金岭矿业 | 8.67 | -0.23% | 16.4 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600516 方大炭素 | | 1371.78万 | 8.21% | -17.93万 | -0.11% | -1353.85万 | -8.10% | | 600382 广东明珠 | | 56.47万 | 0.95% | 90.69万 | 1.53% | -147.16万 | -2.48% | | 600295 鄂尔多斯 | | -71.18万 | -0.53% | -367.88万 | -2.72% | - 439.06万 | 3.24% | | 000655 金岭矿业 | | -143.26万 | -1.25% | 210.81万 | 1.84% | -67.55万 | -0.59% | | 000923 河钢资源 | | -453.29万 | -2.93% | -215.69万 | -1.40% | 668.98万 | 4.33% | | 601121 | 宝地矿 ...

Core Viewpoint - The non-alloy steel industry in China plays a crucial role in national economic construction, showing steady growth and quality improvement through optimized smelting processes and innovative heat treatment technologies [1][15]. Industry Overview - Non-alloy steel, also known as carbon steel, is primarily composed of iron and carbon, with a carbon mass fraction not exceeding 0.8% [4]. - The production of non-alloy steel in China increased from 33.11 million tons in 2015 to 43.71 million tons in 2024, with a compound annual growth rate (CAGR) of 3.14% [1][15]. - The industry is expected to accelerate production process innovation and product structure optimization under the "dual carbon" goals and green manufacturing concepts [1][15]. Policy Environment - The non-alloy steel sector is supported by national policies aimed at promoting high-performance special steel and optimizing the steel product structure [6][7]. - Recent policies include the "2024-2025 Energy Saving and Carbon Reduction Action Plan" and guidelines for upgrading equipment in key industrial sectors [6][7]. Industry Chain - The upstream of the non-alloy steel industry includes raw material supply such as iron ore and coke, which directly impacts the performance of final products [9]. - The midstream focuses on the production processes, including ironmaking, steelmaking, continuous casting, and rolling, which are critical for value creation [9]. - The downstream applications are diverse, serving sectors like construction, transportation, machinery manufacturing, and petrochemicals [9]. Market Dynamics - The market for iron ore in China is projected to grow, with production increasing from 763 million tons in 2018 to 1.042 billion tons in 2024, reflecting a CAGR of 5.33% [11]. - The construction industry in China is also expanding, with total output value expected to rise from 21.39 trillion yuan in 2017 to 32.65 trillion yuan in 2024, a CAGR of 6.22% [13]. Key Companies - Major companies in the non-alloy steel industry include Fushun Special Steel, Jiangsu Shagang Group, and Tianjin Steel Group, among others [2][3][19]. - Fushun Special Steel reported a revenue of 8.373 billion yuan in 2024, focusing on high-temperature alloys and high-strength steel [21]. - Fangda Special Steel's revenue in 2024 was 21.177 billion yuan, with a focus on rebar and automotive components [23]. Development Trends - The industry is shifting towards high-performance and high-value-added products to meet the demands of high-end manufacturing and emerging fields [25]. - Green and low-carbon transformations are being prioritized, with an increase in the use of short-process electric furnaces and recycling technologies [26]. - Digitalization and intelligent technologies are being integrated into the production process to enhance efficiency and product quality [27].