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 钢产量同比增长约 14%，其中 0.20mm 及以下超薄规格高磁感取 向产品产量继续保持国内领先；无取向电工钢产品结构持续优化， 高牌号无取向电工钢产品产量同比增长约 37%，其中新能源汽车用 高牌号无取向电工钢产品产量同比增长约 33%，为全球及国内销量 前十的新能源车企稳定供货。今年电工钢产量预计 220 万吨左右。 公司聚焦下游新兴产业与未来产业需求，加快新产品研发与推 广。上半年公司首发两款取向电工钢产品，应用于高能效变压器领 域，为高效节能与绿色环保新型电网建设提供核心材料支撑；8 月 首发两款无取向高磁感产品，助力机器人、新能源汽车性能提升。 公司将以薄规格、自粘结、高强度、低铁损等产品优势，大力推 进高端产品在新能源汽车、低空经济等新质生产力行业的应用，不 断提升高牌号无取向产品与高磁感取向产品产量占比，稳步提升企 业竞争力。 2.汽车行业反内卷是否促进公司汽车板产品盈利改善？ 答：今年 6 月份钢协座谈会倡导各家钢厂要坚持按照协会倡导的 "三定三不要"（以销定产、以效定产、以现定销）原则承接订单， 坚守"没有 ...

上 市 公 司 建筑装饰 2025 年 08 月 25 日 中钢国际 (000928) ——工程毛利率改善，境外业务收入逆势提升 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 08 月 25 日 | | --- | --- | | 收盘价（元） | 6.71 | | 一年内最高/最低（元） | 7.76/5.15 | | 市净率 | 1.1 | | 股息率%（分红/股价） | 4.46 | | 流通 A 股市值（百万元） | 9,626 | | 上证指数/深证成指 | 3,883.56/12,441.07 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 5.80 | | 资产负债率% | 66.65 | | 总股本/流通 A 股（百万） | 1,435/1,435 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 08-26 09-26 10-26 11-26 12-26 01-26 02-26 03-26 04-26 05-2 ...

Market Performance - A-shares opened higher on August 18, with the Shanghai Composite Index stabilizing above 3700 points and reaching a peak of 3745.94 points, marking a nearly 10-year high [1] - By the end of the trading day, the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rose by 0.85%, 1.73%, and 2.84% respectively, closing at 3728.03 points, 11835.57 points, and 2606.2 points, with both the Shenzhen Component Index and ChiNext Index hitting new highs for the year [1] - The North Stock 50 Index surged by 6.79%, closing at 1576.63 points, achieving a historical high [1] Sector Performance - Sectors that saw significant gains included liquid cooling concepts, Kirin batteries, and CPO concepts, while the coal industry, precious metals, and low-carbon metallurgy sectors experienced declines [1] Individual Stock Performance - Out of 4037 A-shares, 122 stocks hit the daily limit up, while 1222 stocks declined, with only 2 stocks hitting the daily limit down [2] - The trading volume reached approximately 2.76 trillion yuan, setting a new high for the year, with the Shanghai market recording a turnover of 11339.42 billion yuan and the Shenzhen market 16302.21 billion yuan [2]

Group 1: Company Performance - In the first half of 2025, the steel industry showed improvement compared to the same period last year, but overall steel prices and raw material prices continued to decline, maintaining a supply-demand imbalance [2] - The net profit attributable to shareholders of the listed company reduced its loss by 57.46% year-on-year [2] Group 2: Core Competitiveness - Brand advantage: The company has a long history and high brand recognition, leading in shipbuilding and marine steel, automotive sheets, home appliance sheets, container plates, and heavy rail products [2] - Product advantage: As a key large steel enterprise, the company offers a wide range of high-quality steel products, with the highest market share in railway locomotive steel and nuclear power steel [2] - Technological innovation advantage: The company leads in low-carbon metallurgy and clean steel smelting technologies, ranking third in patent innovation index among Chinese steel enterprises [2] - Digital development advantage: The company is recognized as a "digital leader" and has made significant progress in the intelligent transformation of key processes, achieving a 92.4% CNC rate [2] - Green low-carbon development advantage: The company has established a comprehensive low-carbon competitiveness through innovative technology paths and green energy applications [2] Group 3: Resource Security - The company has a stable resource guarantee with 8.8 billion tons of iron ore resources controlled by Ansteel Group, leading in domestic production capacity [3] - The overseas iron ore base has an annual production capacity of 8 million tons, enhancing international trade capabilities [3] Group 4: Capital Expenditure Plan - In 2025, the company plans to invest RMB 3.16 billion in fixed assets and external investments, primarily for technological upgrades, major equipment repairs, and information technology construction [3] Group 5: Raw Material Procurement - The company sources iron ore mainly from its own mines and imports, with a higher proportion from its own resources compared to imports [3] - Coal procurement is primarily from domestic resources, maintaining strategic cooperation with major state-owned coal mines [3]

Group 1: Investment Plans - In 2025, the company plans to invest RMB 31.60 billion in fixed assets and external investments, funded through self-owned funds, bank loans, and bond issuance [2] - The fixed asset investment will primarily focus on technological upgrades, major equipment repairs, and information technology construction [2] Group 2: Core Competitiveness - The company has a strong brand advantage, recognized for its high reputation and leading products in shipbuilding, automotive, and heavy rail industries [2] - As a key national steel enterprise, it holds the top market share in railway locomotive steel, nuclear power steel, and X80 high-end pipeline steel [2] - The company leads in technological innovation with advanced processes in low-carbon metallurgy and clean steel smelting, ranking third in patent innovation index among Chinese steel enterprises [2] - Digital transformation is ongoing, with a 92.4% CNC rate in key processes, and recognized as a "Digital Pioneer" by the Ministry of Industry and Information Technology [2] - The company emphasizes green low-carbon development, supported by a comprehensive low-carbon competitiveness strategy [2] Group 3: Resource Security - The company benefits from abundant iron ore resources in the Anshan region, with domestic mining capabilities of 88 million tons/year and a leading position in iron concentrate production [3] - The overseas Karara iron ore base has an annual production capacity of 800 million tons, enhancing international trade capabilities [3] Group 4: Production and Financial Performance - In the first half of 2025, the steel industry showed some improvement compared to the same period last year, although steel prices and raw material costs continued to decline [3] - The company achieved a reduction in net profit loss by 57.46% year-on-year [3]

Market Overview - The Shanghai Composite Index closed at 3472.32 points, up 0.32%, with a trading volume of 567.24 billion yuan [1] - The Shenzhen Component Index closed at 10508.76 points, down 0.25%, with a trading volume of 861.32 billion yuan [1] - The ChiNext Index closed at 2156.23 points, down 0.36%, with a trading volume of 420.45 billion yuan [1] - The STAR 50 Index closed at 984.80 points, down 0.01%, with a trading volume of 24.52 billion yuan [1] - The total trading volume of both markets was 1428.56 billion yuan, an increase of 118.8 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included banking, media, public utilities, steel, and insurance [3] - Active concepts included cross-border payments, digital currency, innovative drugs, brain engineering, and low-carbon metallurgy [3] - Weak sectors included beauty care, non-ferrous metals, chemicals, light manufacturing, environmental protection, machinery, defense, and communications [3] Stock Performance - A total of 1143 stocks rose, while 3881 stocks fell, with 115 stocks remaining flat and 11 stocks suspended [3] - Among the stocks, 41 hit the daily limit up, while 13 hit the limit down [3] Fund Flow - The net outflow of main funds in the two markets was 23.655 billion yuan, with the ChiNext seeing a net outflow of 11.352 billion yuan [6] - The computer sector had the highest net inflow of main funds at 2.065 billion yuan, followed by media and building materials [6] - The electronic sector experienced the largest net outflow of main funds at 3.794 billion yuan, followed by non-ferrous metals and power equipment [6] Individual Stock Highlights - 53 stocks saw net inflows exceeding 1 billion yuan, with沃尔核材 leading at 1.194 billion yuan [10][11] - 81 stocks experienced net outflows exceeding 1 billion yuan, with中际旭创 leading at 564 million yuan [12][13] Institutional Activity - Institutions had a net buy of approximately 2.2374 million yuan, with神州细胞 receiving the highest net buy of about 1.558 billion yuan [17][18] - The top net sell was盈方微, with a net sell of approximately 714.823 million yuan [17][18]

Market Overview - The Shanghai Composite Index closed at 3454.79 points, down 0.09%, with a trading volume of 543.13 billion yuan [1] - The Shenzhen Component Index closed at 10412.63 points, down 0.61%, with a trading volume of 833.85 billion yuan [1] - The ChiNext Index closed at 2123.72 points, down 1.13%, with a trading volume of 393.79 billion yuan [1] - The total trading volume of both markets was 1376.98 billion yuan, a decrease of 89.06 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included steel, coal, construction materials, agriculture, banking, and non-ferrous metals [3] - Active concepts included marine economy, aquaculture, low-carbon metallurgy, organic silicon, and BC batteries [3] - Weak sectors included electronics, communications, defense, computer, education, beauty care, and pharmaceutical biology [3] Individual Stock Performance - 1857 stocks rose while 3106 stocks fell, with 62 stocks hitting the daily limit up and 9 stocks hitting the limit down [3] - Chengbang Co. achieved a five-day limit up streak, the highest among stocks [5] Fund Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 33.19 billion yuan [6] - The ChiNext saw a net outflow of 18.53 billion yuan, while the Shanghai and Shenzhen 300 index had a net outflow of 2.375 billion yuan [7] - Eight sectors experienced net inflows, with the power equipment sector seeing the highest inflow of 1.595 billion yuan [7] Notable Stocks with Fund Inflows - Yuyin Co. had the highest net inflow of 664 million yuan, followed by Rongfa Nuclear Power and Hunan Tianyan with inflows of 533 million yuan and 456 million yuan respectively [9][11] Notable Stocks with Fund Outflows - Jihua Group experienced the highest net outflow of 644 million yuan, followed by OFILM and Dongfang Fortune with outflows of 578 million yuan and 525 million yuan respectively [13][14] Institutional Trading - Institutions had a net sell of approximately 641 million yuan, with Anglikang being the most bought stock at about 101 million yuan [17][18]

Market Performance - On April 28, 2025, the A-share market experienced fluctuations with the Shanghai Composite Index down by 0.20%, the Shenzhen Component Index down by 0.62%, and the ChiNext Index down by 0.65%[15] - The total market turnover was 10,561.55 billion CNY, a decrease of 572.52 billion CNY from the previous trading day[15] - A total of 1,231 stocks rose while 4,171 stocks fell across the market[15] Sector Performance - Among the 30 CITIC first-level industries, the banking sector showed a positive performance with an increase of 0.97%, while the real estate sector declined by 3.79%[21] - Other sectors with notable performance included steel (0.81%) and home appliances (0.38%), while comprehensive finance fell by 1.69%[21] Fund Flow - On April 28, 2025, the main funds saw a net outflow of 379.47 billion CNY, with large orders contributing to a net outflow of 200.99 billion CNY[26] - Small orders continued to see a net inflow of 327.43 billion CNY, indicating retail investor activity[26] ETF Trading - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw changes in trading volumes, with the former decreasing by 3.97 billion CNY to 14.08 billion CNY[31] - The CSI 1000 ETF experienced a net inflow of 3.36 billion CNY on April 25, 2025, indicating investor interest in broader market exposure[31] Global Market Trends - On April 28, 2025, major Asia-Pacific indices showed mixed results, with the Hang Seng Index down by 0.04% and the Nikkei 225 up by 0.38%[34] - European indices generally rose on April 25, 2025, with the DAX Index increasing by 0.81% and the CAC40 Index rising by 0.45%[35]

Market Overview - The Shanghai Composite Index closed at 3288.41 points, down 0.2%, with a trading volume of 441.92 billion yuan [1] - The Shenzhen Component Index closed at 9855.20 points, down 0.62%, with a trading volume of 614.49 billion yuan [1] - The ChiNext Index closed at 1934.46 points, down 0.65%, with a trading volume of 263.12 billion yuan [1] - The total trading volume of both markets was 1056.41 billion yuan, a decrease of 57.16 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included banking, electricity, steel, and jewelry, while real estate, automotive, and retail sectors saw declines [3] - The steel, petroleum, and light manufacturing sectors experienced net inflows of capital, with net inflows of 0.133 billion yuan, 0.054 billion yuan, and 0.006 billion yuan respectively [8] - The electronic sector had the highest net outflow of capital, totaling 3.274 billion yuan, followed by automotive and machinery sectors [8] Individual Stock Performance - ST Yushun recorded six consecutive trading limits, the highest among stocks [6] - The stock with the highest net inflow was Dawi Technology, with a net inflow of 0.464 billion yuan, followed by Hangang Co. and Jianghuai Automobile [12][13] - A total of 26 stocks had net inflows exceeding 0.1 billion yuan, while 77 stocks had net outflows exceeding 0.1 billion yuan [15][16] Institutional Activity - Institutions had a net selling of approximately 0.387 billion yuan, with 19 stocks seeing net purchases and 15 stocks net sales [20] - The stock with the highest institutional net purchase was Hongjing Optoelectronics, with a net purchase of approximately 57.19 million yuan [20][22] - The stock with the highest institutional net selling was Dong'a Ejiao, with a net selling amount of approximately 325.55 million yuan [20][22]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 （股份編號：0347） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條 作 出。 茲 載 列 鞍 鋼 股 份 有 限 公 司（「本公司」）於 二 零 二 五 年 三月三十一日 在《中 國 證 券 報》、《證 券 時 報》、《上 海 證 券 報》或 巨 潮 資 訊 網(http://www.cninfo.com.cn) 刊 登 的 以 下 公 告 全 文，僅 供 參 考。 承董事會命 鞍鋼股份有限公司 王 軍 執行董事兼董事長 中國遼寧省鞍山市 二零二五年 三月三十日 於 本 公 告 日 期，本 公 司 董 事 會 成 員 如 下： | 執 | 行 | 董 | 事： | 獨 立 | 非 | 執 | 行 | 董 | 事： | | --- | --- | --- | --- | --- | --- | --- | ...