证券代码：000959 证券简称：首钢股份 公告编号：2025-031 北京首钢股份有限公司 关于 2021 年限制性股票激励计划 剩余全部限制性股票回购注销完成的公告 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。 特别提示： 司"或"首钢股份"）已在中国证券登记结算有限责任公司深圳分公 司（以下简称"证券登记结算公司"）办理完成"2021 年限制性股 票激励计划"剩余全部限制性股票的回购注销手续。 施考核管理办法>的议案》《关于对 <北京首钢股份有限公司 ensp="ensp" 年="年"> 限制性股票激励计划激励对象名单>核查意见的议案》，公司监事会 对本次激励计划的相关事项进行核实并出具了相关核查意见。 （二）2021 年 11 月 12 日，公司召开 2021 年度董事会第五次临 时会议，审议通过了《关于 <北京首钢股份有限公司 ensp="ensp" 年限制性股="年限制性股"> 票激励计划（草案修订稿）>及其摘要的议案》《关于 <北京首钢股份> 有限公司 2021 年限制性股票激励计划实施考核管理办法（修订稿）> 的议案》《北京首钢股份有限公司关 ...

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。 特别提示： 1.截至本公告披露之日，北京首钢股份有限公司（以下简称"公 司"或"首钢股份"）已在中国证券登记结算有限责任公司深圳分公 司（以下简称"证券登记结算公司"）办理完成"2021 年限制性股 票激励计划"剩余全部限制性股票的回购注销手续。 2.本次公司共计回购注销 337 名激励对象所持 19,013,650 股限 制性股票 ，占回购前公司 总股本的 0.2446%。回购资金共计 59,384,206.31 元，来源为公司自有资金。 证券代码：000959 证券简称：首钢股份 公告编号：2025-031 北京首钢股份有限公司 关于 2021 年限制性股票激励计划 剩余全部限制性股票回购注销完成的公告 （二）2021 年 11 月 12 日，公司召开 2021 年度董事会第五次临 时会议，审议通过了《关于<北京首钢股份有限公司 2021 年限制性股 票激励计划（草案修订稿）>及其摘要的议案》《关于<北京首钢股份 有限公司 2021 年限制性股票激励计划实施考核管理办法（修订稿）> 的议案》《北京首钢股份有限 ...

经营业绩同比增长，首钢股份表示，主要原因系报告期内，公司坚持创新驱动，持续优化产品结构与客 户结构，坚持打造"制造+服务"竞争优势，战略产品产销量同比增长；公司生产顺稳，通过持续与标杆 企业对标，深挖全要素降本潜力，有效降低生产成本，对冲外部市场减利因素。（全景网） 截屏2025-07-11 10.02.08.png 7月11日，首钢股份（000959.SZ）发布2025年半年度业绩预告。数据显示，2025年1-6月，公司预计归 属于上市公司股东的净利润6.42亿元–6.72亿元，比上年同期增长62.62%-70.22%；扣除非经常性损益后 的净利润盈利6.62亿元–6.92亿元，较上年同期增长142.73% - 153.73%；基本每股收益0.0828元/股– 0.0867元/股。 ...

Core Viewpoint - The bridge slab market in China is experiencing strong growth driven by urbanization and increasing infrastructure demands, with a production volume of 1.34 million tons in the first half of 2025, representing a year-on-year increase of 3.8% [1][8]. Industry Overview - Bridge slabs are specialized thick steel plates used in bridge construction, made from carbon steel or low-alloy steel, designed to withstand loads and impacts with high strength, toughness, fatigue resistance, low-temperature toughness, and atmospheric corrosion resistance [2][3]. - The mechanical performance requirements for bridge slabs include yield strength greater than 345 MPa and tensile strength greater than 470 MPa [3]. Industry Chain - The upstream of the bridge slab industry includes raw materials such as iron ore, coal, and anti-corrosion coatings, as well as production equipment like blast furnaces and rolling mills. The midstream involves the manufacturing of bridge slabs, while the downstream applications include road, rail, and urban transit projects [4]. Current Industry Status - The number of highway bridges in China is projected to reach 1.1081 million by the end of 2024, with a year-on-year growth of 2.67%, and the total bridge length exceeding 102 million meters, reflecting a 7.02% increase [6]. - The import of steel bridge components has significantly decreased, with a 68.04% drop in quantity and an 87.09% drop in value, indicating domestic industry upgrades and changing international market conditions [10]. Key Enterprises - The Chinese bridge steel plate industry is characterized by a tiered competitive landscape, with leading companies like Ansteel and Baowu Steel leveraging their technological and production capabilities to dominate the high-end bridge steel market [12]. - Ansteel has developed a range of high-performance bridge steels and has been involved in major projects like the Hong Kong-Zhuhai-Macao Bridge [14]. Industry Development Trends 1. The demand for enhanced transportation infrastructure is driving technological innovation and product upgrades, with a focus on high-strength and durable materials [18]. 2. The industry is shifting towards green and low-carbon practices, with policies promoting the use of sustainable materials and technologies [19][20]. 3. Market demand is diversifying, with increased opportunities in both domestic and international markets, particularly in the context of the Belt and Road Initiative [21].

Core Insights - The 2025 China International Fair for Trade in Services (CIFTIS) will take place in September at Shougang Park, with the theme "Digital Intelligence Leading, Service Trade Renewed" and over 800 companies expressing intent to participate [1][2] Group 1: Openness - Nearly 70 countries and international organizations have shown interest in exhibiting at the fair, with over 800 companies, including more than 330 Fortune 500 and industry-leading firms, participating [2] - The overall internationalization rate of the exhibition is over 20%, covering 24 of the top 30 countries and regions in service trade [2] - The fair will feature 170+ forums and promotional activities, with over 130 new products and achievements set to be launched by more than 70 companies [2] Group 2: Focus - This year's fair will be held at a single location, Shougang Park, unlike previous years which utilized two venues [5] - Shougang Park will have an exhibition area exceeding 100,000 square meters, enhancing the participant experience through improved interaction spaces [6] Group 3: Integration - The fair will leverage the platform to create diverse service consumption scenarios, with over 40 supporting activities planned across various sectors, including culture and tourism [7][8] - A unique tourism route combining cultural and consumption elements is being developed, featuring key sites like the ski jump and historical paths [8] - A driverless shuttle service will connect the fair area to the Yongding River, enhancing accessibility and interaction with surrounding regions [10]

Group 1 - The stock price of Shougang Co., Ltd. was reported at 4.21 yuan as of August 11, 2025, with a decrease of 0.05 yuan, representing a decline of 1.17% from the previous trading day [1] - The opening price for the day was 4.26 yuan, with a highest price of 4.27 yuan and a lowest price of 4.20 yuan, indicating a range of price fluctuation [1] - The trading volume for the day was 244,600 hands, with a total transaction amount of 103 million yuan [1] Group 2 - Shougang Co., Ltd. operates in the steel industry and is also involved in venture capital and solar energy sectors [1] - The company primarily engages in the production and sales of steel products, covering cold-rolled, hot-rolled, and galvanized sheet products [1] Group 3 - On August 11, the net inflow of main funds was 6.0862 million yuan, with a cumulative net inflow of 3.9612 million yuan over the past five trading days [2]

Industry Overview - The medium and thick wide steel strip industry is experiencing structural growth opportunities due to the transformation and upgrading of the manufacturing industry and the rapid development of the new energy sector [1][8] - The production of medium and thick wide steel strips in China reached 114 million tons in the first half of 2025, representing a year-on-year increase of 4.47% [1][8] Industry Chain - The upstream of the medium and thick wide steel strip industry includes raw materials such as iron ore, coal, scrap steel, and electricity, as well as production equipment like blast furnaces and rolling mills [4] - The downstream applications encompass construction, machinery manufacturing, shipbuilding, energy equipment, bridges, and the automotive industry [4] Market Dynamics - The global iron ore supply is expected to increase, with major producers like Rio Tinto and BHP expanding capacity, leading to a projected global output of 2.45 billion tons in 2025, a year-on-year increase of 3.8% [6] - The price of iron ore futures in China fell to 715.5 yuan per ton by the end of June 2025, a decrease of 13.27% year-on-year, which significantly reduced production costs for medium and thick wide steel strips [6] Key Enterprises - The medium and thick wide steel strip industry has a relatively high market concentration, with a few large enterprises dominating the market, such as Baosteel Group and Ansteel [12] - Baosteel is recognized for its advanced production technology and equipment, while Ansteel has a strong market share in various sectors including construction and machinery [12][14] Development Trends - The industry is shifting towards high-end and intelligent transformation, with a focus on high-strength and corrosion-resistant steel [18] - The green and low-carbon development trend is becoming mainstream, with expectations of a 15% reduction in carbon emission intensity through the adoption of hydrogen metallurgy and short-process steelmaking technologies [19] - The application of medium and thick wide steel strips in new infrastructure projects, such as rail transit and new energy vehicles, is expected to expand significantly [20]

Group 1 - The core point of the article is that Shougang Co., Ltd. has announced a change in its office address due to operational development needs [1] Group 2 - The new office address is located at No. 3, Qunming Lake South Road, Shijingshan District, Beijing, with a postal code of 100041 [1] - The investor consultation phone number is 010-88293727, and the fax number is 010-88292055 [1]

Market Overview - The steel sector has shown a strong upward trend, with the market optimistic about a strong performance in August [1][4] - The overall A-share market experienced slight declines, with the Shanghai Composite Index down by 0.12% and the Shenzhen Component Index down by 0.26% [1][2] Steel Sector Performance - The Wande Steel Index increased by 1.26%, outperforming other sectors [4] - Notable stocks include Bayi Steel, which hit the daily limit, and other companies like Shagang and Xining Special Steel, which saw gains exceeding 5% [3][4] Demand and Supply Dynamics - In July, the supply-demand pressure for steel eased, with 4% of companies reporting full production capacity, an increase of 1% from the previous period [6] - Downstream orders showed slight improvement, with a 6% increase in companies reporting good order conditions compared to the previous period [7] Profitability Forecasts - As of August 8, 27 steel concept stocks have released half-year performance forecasts, with 15 companies expected to be profitable [9] - Notable profit forecasts include Shougang's expected net profit of 6.57 billion yuan, representing a year-on-year increase of 62.62% to 70.22% [9][10] Institutional Attention - Companies such as Jiuli Special Materials and CITIC Special Steel are receiving significant attention from institutions, with the number of rating agencies being 17 and 13 respectively [10][11]

证券代码：000959 证券简称：首钢股份 公告编号：2025-030 北京首钢股份有限公司 关于变更北京办公地址的公告 办公地址：北京市石景山区群明湖南路 6 号院 3 号楼 邮政编码：100041 投资者咨询电话：010-88293727 传真号码：010-88292055 电子邮箱：sggf@sgqg.com 特此公告。 北京首钢股份有限公司董事会 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。 因经营发展需要，北京首钢股份有限公司（以下简称"公司"） 于近日迁入新地址办公。现将公司北京办公地址的变更情况公告如下： | 办公地址 | 北京市石景山区石景山路 99 | 号 | 北京市石景山区群明湖南路 | 6 号 | | --- | --- | --- | --- | --- | | 变更事项 | 变更前 院 | | 变更后 院 3 号楼 | | 除上述变更外，公司其他联系方式保持不变，具体如下： 2025 年 8 月 8 日 ...