证券代码：000959 证券简称：首钢股份 北京首钢股份有限公司投资者关系活动记录表 编号：2025-07 | |  特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 类别 | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | |  现场参观其他 | | 活动参与人员 | 中信建投证券 王晓芳 中金公司 陈彦、张树玮 | | | 长江证券 吕士诚 | | | 民生加银基金 郭天逸 | | | 华创证券 马野 | | | 泓德基金 孙成斌 | | | 和谐汇一基金 赵辰 | | | 国泰海通证券 王宏玉 | | | 广发证券 沈涛、宫帅 | | | 工银瑞信基金 李书颀 | | | 富国基金 薛阳 | | | 东方财富证券 孟宪博 | | | 首钢股份 孙茂林、刘同合、乔雨菲、齐春雨、崔秀美、杨志宇、赵 | | | 海瑞、孙志慧、高攀、郝成柱、杨健 | | 时间 | 年 月 日 9:00—12:00 2025 5 28 | | 地点 | 迁钢公司办公中心东配楼 302 会议室 | | 形式 | 现场调研 | | | 造、精品制造、精益制造、精准服务"战略 ...

5月21日，上交所官网最新消息显示，道生天合对IPO第二轮审核问询函进行回复。可以看出，监管层 重点对道生天合的客户和供应商集中度、固定资产和在建工程，经营业绩波动进行问询。 招股书显示，作为风电叶片用环氧树脂赛道的头部企业，招股书显示，2022年、2023年，公司"风电叶 片用环氧树脂系列"产品销量连续两年位居全球第一。 | 项目 | 2024-12-31 | 2023-12-31 | 2022-12-31 | | --- | --- | --- | --- | | | /2024年度 | 2023 年度 | /2022 年度 | | 资产总额(力元) | 387, 888. 99 | 351,638.18 | 375,844.48 | | 白属于母公司所有者权益(万元) | 180, 136. 20 | 163,947.26 | 153,294,11 | | 临产负债率(母公司) | 44, 63% | 45:19% | 53.49% | | 营业收入(万元) | 323, 800, 31 | 320,170.27 | 343,562,26 | | 净利润(万元) | 15, 546. 64 | 15.1 ...

长江蜿蜒奔腾，绿色浪潮涌动，长江经济带高质量发展画卷正在铺展。作为服务国家战略的国有金 融机构，国家开发银行深入贯彻党中央、国务院决策部署，坚持"共抓大保护、不搞大开发"，认真落实 中国人民银行等八部门《关于进一步做好金融支持长江经济带绿色低碳高质量发展的指导意见》，完善 工作机制，创新产品模式，持续加大对长江经济带高质量发展的信贷支持力度。今年1—4月，向长江经 济带沿江省市发放贷款超4000亿元，同比增幅明显，重点支持河湖生态治理、基础设施互联互通、能源 绿色低碳转型等领域，为长江经济带高质量发展注入源源不断的金融活水。 绿道畅通：隆叙铁路赋能区域协调发展 围绕过江通道、沿江高铁、沿江机场群、航道提质改造等，国开行积极服务绿色交通基础设施建 设，提升新建车站、机场、码头、高速公路设施绿色化智能化水平，推进既有交通基础设施节能降碳改 造提升，更好服务沿江地区绿色低碳发展。 在川南乌蒙山腹地，隆黄铁路隆昌至叙永段扩能改造工程现场，机器轰鸣作响，电气化接触网凌空 架设，这条西部陆海新通道的关键工程已进入建设冲刺期，预计今年11月底通车。国开行四川分行积极 为桥梁路基建设、轨道铺设等工程提供前期贷款，并牵头组建中 ...

Core Viewpoint - China Aluminum's performance is improving, with significant share buybacks from its controlling shareholder and positive financial results reported for 2024 [1][2]. Financial Performance - In 2024, China Aluminum achieved operating revenue of 237.066 billion yuan, a year-on-year increase of 5.21% [5][6]. - The net profit for 2024 was 12.4 billion yuan, reflecting a substantial year-on-year growth of 85.38% [5][6]. - The return on equity (ROE) reached 19.26%, an increase of 7.33 percentage points compared to the previous year, outperforming industry benchmarks for three consecutive years [6][5]. - The debt-to-asset ratio was 48.10%, marking the lowest level in the past decade [6]. Share Buyback Activity - As of May 28, the controlling shareholder, China Aluminum Group, and its concerted parties have cumulatively bought back 192 million shares, amounting to approximately 1.007 billion yuan [2][3]. - This buyback represents 1.12% of the company's total issued share capital, achieving the lower limit of their planned buyback amount [2][3]. Market Conditions - The domestic aluminum market continues to grow, with China maintaining its position as the world's largest aluminum producer and consumer for 23 consecutive years [5]. - In 2024, domestic alumina prices ranged from 3,156 yuan/ton to 5,780 yuan/ton, with an average price of 4,084 yuan/ton, reflecting a year-on-year increase of 39.9% [5]. - International alumina prices also saw significant increases, with an average price of 502 USD/ton, up 46% year-on-year [5]. Strategic Developments - The company is focusing on structural adjustments and enhancing its industrial development advantages [7]. - China Aluminum is advancing its exploration and development of bauxite resources, with a new resource addition of 73.55 million tons in the year [7]. - The company is implementing multiple projects in clean energy and aluminum production, with a notable 45.5% of its electrolytic aluminum production utilizing clean energy [7].

中新社青海大通5月29日电 (祁增蓓)"2024年，中国绿电铝产能和再生铝产量双双超过1000万吨，绿电铝 产能占比达25.2%，电解铝平均能耗全球最低。"中国有色金属工业协会党委副书记、中国有色金属加 工工业协会理事长范顺科29日说。 据悉，目前中国全口径铝消费量已超过5000万吨，人均铝消费为每人35.6公斤，超过美国(1999年最高 每人35.2公斤)、日本等发达国家的人均消费水平，处于全球高位。 此外，作为铝材和制品最大出口国，中国2024年铝材和制品出口达955万吨，遍布世界200多个国家和地 区。 5月29日，"促进应用 链接未来"2025首届绿电铝论坛在青海省西宁市大通县举行。中国有色金属工业协 会党委副书记、中国有色金属加工工业协会理事长范顺科致辞。祁增蓓 摄 范顺科表示，当前，全球能源革命和低碳转型加速推进，中国作为全球生态文明建设的参与者、贡献者 和引领者，发展绿电铝是实现"双碳"目标的有效支撑。"绿色低碳发展已成为全球共识，做好铝工业绿 色低碳转型势在必行。" 5月29日，"促进应用 链接未来"2025首届绿电铝论坛在青海省西宁市大通县举行。祁增蓓 摄 当日，"促进应用 链接未来"202 ...

新华财经北京5月29日电（安娜 江宇娟 蒋文）当前，外部环境复杂严峻，全球气候变化加剧，绿色低碳发展已成各界共识。在这样的背景下，天然气作为传 统化石能源中的清洁能源，将面临怎样的挑战和机遇？相关企业又应如何规避风险？记者日前就相关问题专访了新奥天然气股份有限公司总裁、新奥能源控 股有限公司首席执行官张宇迎。 未来10年国内天然气产业仍有望处于上升期 记者：当前绿色低碳发展已成各界共识。天然气作为传统化石能源中的清洁能源，未来发展会面临哪些机遇？新奥何如预判天然气产业发展前景？ 张宇迎：天然气作为化石能源中的清洁能源，在能源转型进程中占据重要地位。国家高度重视天然气产业发展，近年来通过持续推进天然气市场化改革、实 施"煤改气"工程、规划建设沿海LNG（液化天然气）接收站、支持天然气增储上产等举措，推动天然气产业稳健发展。 转自：新华财经 图为新奥浙江舟山LNG接收站（新奥供图） 从全球视角看，当前天然气消费增量主要集中在亚洲地区。中国在亚洲乃至全球天然气市场中占据关键地位，发挥着重要作用。2024年，中国天然气消费总 量首次突破4000亿立方米，约占全球天然气消费总量的10%；新奥作为行业的重要参与者，同年天 ...

启动仪式现场，高阳县政府与中国质量认证中心、杭州万泰认证有限公司、方圆标志认证集团有限公 司签署战略合作框架协议，上述机构将发挥碳足迹认证服务优势，协助高阳构建纺织品碳足迹标识认 证管理服务体系，提升纺织产业绿色低碳发展竞争力。 近日，河北省保定市市场监管局联合保定市发展改革委、工业和信息化局、生态环境保护局等部门在 高阳县举办纺织品碳足迹标识认证国家试点建设启动仪式，在全国率先启动纺织产品国家产品碳足迹 标识认证试点建设。 下一步，保定市市场监管局将以计量、标准、认证认可、检验检测、质量监管等为核心，以知识产 权、品牌培育等为延伸，强化信息数据共享和协同服务，支撑高阳纺织产业高质量发展，形成可复 制、可推广的经验，为全国传统纺织产业绿色转型贡献示范价值。 2024年12月，高阳(纺织品)入选第一批国家产品碳足迹标识认证试点名单后，保定市市场监管局一方面 学习借鉴浙江绍兴等地先进经验，推动高阳县政府制定《碳足迹标识认证试点工作推进方案》，成立 工作专班，调研确定第一批参与试点的6家企业及日用毛巾、棉纱、地毯等19种纺织产品清单。另一方 面，积极对接国家认监委公布的26家产品碳足迹标识认证试点参与机构，争取技术 ...

Group 1 - The Ministry of Ecology and Environment is promoting multi-field and multi-level collaborative innovation trials for pollution reduction and carbon reduction, aiming to establish a standard system for key industries [1] - The Ministry has issued an implementation plan for collaborative pollution and carbon reduction, which includes pilot projects in 21 cities and 43 industrial parks, such as Beijing Economic and Technological Development Area [1][2] - In 2023, 73 ecological industrial parks were established, contributing 8.5% of the national industrial added value while maintaining significantly lower emissions compared to national levels [2] Group 2 - The Ministry is advancing clean production and green production methods, with a focus on mandatory audits for key enterprises and promoting advanced clean production technologies [2] - Since 2024, the Ministry has reviewed the environmental impact assessments (EIAs) of six national economic development zones, providing optimization suggestions to align industrial development with ecological protection [3] - Sixteen industrial parks are selected for optimized EIA classification management trials, with four being national economic development zones [3]

"起步区在建项目众多，辖区内建材企业集聚，且多数企业临近清洁生产审核期限。"济南市生态环境局 起步区分局(以下简称起步区生态环境分局)副处长赵小萱告诉记者，过去通常为企业自行开展审核，存 在企业积极性不高，审核周期长、费用高等问题，此次试点将辖区新型建材行业20家企业打包，由起步 区开展整体审核，既能推广清洁生产，同时也省去了企业进行审核所需的时间、资金，为企业解除后顾 之忧。整体审核并非一概而论，针对新型建材行业，起步区将其细分为特种玻璃制造、轻质建筑材料制 造、水泥制品制造、门窗加工制造及其他建筑材料制造等5个子行业，并对企业进行分类分级，实地入 厂调研，通过"对标找差"，给企业提供量身定制的方法和思路。 走出温声玻璃厂房，陈波指着面前的停车棚告诉记者，在起步区生态环境分局指导下，企业最终选 定"光伏电站方案"，将自发"绿电"用于生产所需。如今，车棚、厂房、办公楼、宿舍楼顶部全部安装了 太阳能光伏板，总功率达2.99MWp。"光伏电站一年发电量约400万度，我们把其中280万度用于生产， 可节省生产用电成本约280万元，另外的120万度通过余电上网能额外创造收益48万元，这样算下来每年 能节约运行费用32 ...

Economic Overview - In April, China's major economic indicators showed stable and relatively fast growth, continuing a positive trend despite facing severe challenges from complex international environments and external shocks [2][3][4] - The overall economic recovery foundation remains unstable, necessitating increased counter-cyclical adjustments in macroeconomic policies and expanded government investment in public goods to stimulate production and employment [2][3][4] Production and Supply - In April, the industrial added value for large-scale enterprises grew by 6.1% year-on-year, while the service production index increased by 6.0%, indicating a relatively fast pace of growth [4][5] - However, both production and supply growth showed signs of slowing down compared to March, primarily due to a market condition of oversupply leading to declining prices, with the Producer Price Index (PPI) falling by 2.7% year-on-year [4][5][6] Domestic Demand - Domestic demand expanded steadily in April, with retail sales of consumer goods increasing by 5.1% year-on-year, supported by policies encouraging the replacement of old consumer goods [5][6] - The total import and export volume reached 38,391 billion yuan, a year-on-year increase of 5.6%, although export growth showed a significant decline compared to March [5][6] Investment Trends - Investment growth showed a slight decline, with cumulative year-on-year growth at 4%, and manufacturing investment growth at 8.8%, both lower than the previous quarter [5][6] - Real estate investment continued to decline, with a cumulative year-on-year decrease of 10.3%, indicating a worsening trend [5][6] Policy Recommendations - To effectively stimulate market confidence and unleash domestic demand potential, it is crucial to enhance the government's counter-cyclical policy measures and significantly increase public investment [6][7] - The focus should be on improving the quality of public goods and expanding investment to drive production, employment, and income growth, thereby activating the vast domestic demand market [6][7]