Group 1 - Steel stocks saw significant gains, with China Hanking (03788) up 5.3% to HKD 4.37, Maanshan Iron & Steel (00323) up 4.92% to HKD 2.56, China Oriental Group (00581) up 4.69% to HKD 1.34, and Ansteel (00347) up 4.33% to HKD 2.17 [1] - The Ministry of Industry and Information Technology and other departments issued the "Steel Industry Stabilization and Growth Work Plan (2025-2026)" on September 22, setting an average annual growth target of around 4% for the steel industry's added value over the next two years [1] - The plan emphasizes "stabilizing growth and preventing internal competition," providing a pathway for structural adjustment and high-quality development in China's steel industry [1] - The work plan includes measures for precise control of capacity and output, promoting graded management of steel enterprises, prohibiting new capacity, and guiding resource allocation towards competitive enterprises to achieve dynamic balance between supply and demand [1] Group 2 - Guosheng Securities reported that from January to August 2025, the total profit of large-scale industrial enterprises nationwide reached CNY 46,929.7 million, a year-on-year increase of 0.9% [2] - The profit of the black metal smelting and rolling processing industry totaled CNY 837 million from January to August, compared to a loss of CNY 169.7 million in the same period last year [2] - In August 2025, the industry's profit reached CNY 193.4 million, an increase of CNY 12.6 million from the previous month, marking a new monthly profit high for the year [2] - The industry's profit is expected to continue improving due to supply-side adjustments and expectations of transformation and upgrading, along with a trend of improving demand, indicating a positive long-term outlook for steel fundamentals [2]
钢铁股午后涨幅扩大 钢铁行业稳增长政策近日发布 前八月钢企盈利继续改善