上市企业：宝钢股份（600019）,马钢股份（600808）,首钢股份（000959）,鞍钢股份（000898）,华菱钢 铁（000932）,太钢不锈（000825）,柳钢股份（601003）,包钢股份（600010）,本钢板材（000761）,酒 钢宏兴（600307） 相关报告：智研咨询发布的《2025-2031年中国冷轧薄板行业发展现状调查及市场分析预测报告》 根据国家统计局数据显示：2025年8月中国冷轧薄板产量为419万吨，同比增长8.6%；2025年1-8月中国 冷轧薄板累计产量为3366.3万吨，累计增长7.6%。 2020-2025年1-8月中国冷轧薄板产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Group 1 - The core viewpoint of the article highlights the growth in China's cold-rolled sheet production, with a reported output of 4.11 million tons in May 2025, representing a year-on-year increase of 5.2% [1] - Cumulative production from January to May 2025 reached 20.057 million tons, showing a cumulative growth of 6.9% [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, indicating a robust trend in the cold-rolled sheet industry [1] Group 2 - The article mentions several listed companies in the cold-rolled sheet sector, including Baosteel Co., Ltd. (600019), Maanshan Iron & Steel Co., Ltd. (600808), and Shougang Group Co., Ltd. (000959) among others [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports and customized services [1]

Group 1 - The stock price of Chongqing Steel closed at 1.45 yuan on August 27, 2025, down 0.06 yuan, a decrease of 3.97% from the previous trading day [1] - The company operates in the steel industry, primarily engaged in the production and sales of steel products, including medium and thick plates, hot-rolled thin plates, and cold-rolled thin plates, which are widely used in construction, machinery manufacturing, and automotive manufacturing [1] - For the first half of 2025, the company reported operating revenue of 13.085 billion yuan, a year-on-year decrease of 13.26%, while the net profit attributable to shareholders was a loss of 131 million yuan, significantly reduced by 80.99% compared to a loss of 689 million yuan in the same period last year [1] Group 2 - The net cash flow from operating activities for the company during the reporting period was 880 million yuan, an increase of 7.01% year-on-year [1] - On August 27, 2025, the net outflow of main funds was 81.0677 million yuan, with a cumulative net outflow of 34.3854 million yuan over the past five days [2]

Price Index Overview - The China Steel Price Index (CSPI) for the week of August 11-15 is 95.46 points, reflecting a slight week-on-week increase of 0.07 points or 0.07% [1] - The long product price index decreased to 96.95 points, down 0.17 points or 0.18% week-on-week, while the flat product price index increased to 94.23 points, up 0.25 points or 0.26% week-on-week [1] Regional Price Trends - In North China, the steel price index rose to 94.41 points, up 0.29 points or 0.31% week-on-week [2] - The Northeast region saw a slight decline of 0.01 points to 93.63 points, while East China experienced a decrease of 0.13 points to 96.61 points [2] - The Central South region's index decreased by 0.03 points to 97.44 points, whereas Southwest and Northwest regions saw increases of 0.18 points and 0.50 points, respectively [2] Price Changes by Product - All eight major steel product prices decreased compared to the end of the previous month, with the largest drop in galvanized sheets and the smallest in hot-rolled sheets [3] - Specific price changes include: high-line steel at 3460 CNY/ton (down 0.65%), rebar at 3262 CNY/ton (down 0.52%), and cold-rolled sheets at 4029 CNY/ton (down 0.09%) [3] Cost Factors - The average import price of iron ore in July was 94.41 USD/ton, up 1.53 USD/ton or 1.65% month-on-month [4] - Domestic iron concentrate prices increased to 877 CNY/ton, up 5 CNY/ton or 0.58% [4] - Coking coal prices rose to 1364 CNY/ton, up 58 CNY/ton or 4.43%, while coke prices increased to 1427 CNY/ton, up 91 CNY/ton or 6.81% [4] Market Demand and Supply - Demand remains weak, particularly for construction steel, during the off-season [5] - Steel production has slightly decreased, while fuel prices for steelmaking have shown minor increases, providing some support to steel prices [5] - The market is expected to remain stable with a slight upward bias in the short term [5]

相关报告：智研咨询发布的《2025-2031年中国冷轧薄板行业发展现状调查及市场分析预测报告》 根据国家统计局数据显示：2025年6月中国冷轧薄板产量为406万吨，同比增长0.5%；2025年上半年中 国冷轧薄板累计产量为2418.1万吨，累计增长5.9%。 上市企业：宝钢股份（600019）,马钢股份（600808）,首钢股份（000959）,鞍钢股份（000898）,华菱钢 铁（000932）,太钢不锈（000825）,柳钢股份（601003）,包钢股份（600010）,本钢板材（000761）,酒 钢宏兴（600307） 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Export Situation - In February, China's steel exports totaled 8.036 million tons, a month-on-month decrease of 10.1%, with an average export price of $678.3 per ton, down 8.9% month-on-month [1] - The main exported steel products in February included coated sheets, medium-thick wide steel strips, hot-rolled thin wide steel strips, wire rods, and coated plates, accounting for 63% of total steel exports [2] - Among 22 major steel categories, 17 experienced a month-on-month decline in export volume, with significant drops exceeding 20% for several categories [3] Import Situation - In February, China imported 550,000 tons of steel, a month-on-month increase of 10.2%, with an average import price of $1,587.4 per ton, down 6.3% month-on-month [1] - The import volume of large section steel, rebar, hot-rolled narrow steel strips, and coated sheets saw significant reductions, while the import of steel billets increased substantially [5] - The overall structure of steel imports remained stable, but the scale continued to decrease, with notable declines in imports from major countries [7] Price Trends - The average import prices for most steel varieties showed a significant month-on-month decline, while some categories like medium and small section steel, bars, and wire rods experienced slight price increases [6] - The average export price for steel decreased significantly, with a notable drop in the export price of steel billets [8] Future Outlook - The total steel export volume increased year-on-year in January-February, but the total export value decreased, indicating a downward trend in export prices [8] - The steel export situation is expected to remain challenging, with poor order intake reported by major steel exporters after the Spring Festival [8] - Trade remedy investigations initiated against China by foreign countries could significantly impact steel exports, necessitating proactive responses from companies [8]