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鞍钢股份(000898) - 2025年8月29日投资者关系活动记录表
2025-09-02 08:48
Group 1: Dividend Policy and Financial Performance - In 2024, Ansteel Co. will not distribute cash dividends or issue bonus shares due to a loss, in accordance with company bylaws, to ensure sustainable development and long-term interests of shareholders [2] - As of July 21, 2025, Ansteel's controlling shareholder, Anshan Iron and Steel, has cumulatively increased its shareholding by 36,143,538 shares, with a total investment of RMB 86.82 million [2] Group 2: Product Range and Market Applications - Ansteel offers a diverse product range including hot-rolled sheets, medium and thick plates, cold-rolled sheets, galvanized sheets, and seamless steel pipes, widely used in various industries such as machinery, metallurgy, and construction [3] - The company has leading R&D capabilities in medium and thick plate products, particularly in shipbuilding steel, which meets the current demands for various types of ship construction [3] Group 3: Production Capacity and Raw Material Procurement - In the first half of 2025, Ansteel produced 12.16 million tons of molten iron, maintaining stable production levels [4] - The company sources iron ore primarily from its own mines and has established agreements with Ansteel Group for stable procurement of iron concentrate, ensuring a reliable supply for its operations [4]
创新新材(600361):利润低于预期 海外电解铝进展顺利
Xin Lang Cai Jing· 2025-08-30 00:53
Core Viewpoint - The company reported a decline in net profit for the first half of 2025, indicating challenges in the market environment despite a slight increase in revenue [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 39.141 billion yuan, a year-on-year increase of 1.05%, while net profit attributable to shareholders was 349 million yuan, a year-on-year decrease of 38.69% [1]. - For Q2 2025, revenue was 19.977 billion yuan, a year-on-year decrease of 4.67%, and net profit was 148 million yuan, a year-on-year decrease of 50.21% [1]. - The overall performance was below expectations, with a significant drop in net profit and adjusted net profit [1]. Sales Volume and Product Structure - In H1 2025, the company sold 77,200 tons of profiles, a year-on-year increase of 43.93%, and 501,300 tons of aluminum rod and cable products, a year-on-year increase of 13.83% [2]. - Sales of bars decreased by 2.19% to 1,470,600 tons, and sales of plates and foils decreased by 47.78% to 138,700 tons, reflecting a shift in product structure towards high-end products [2]. Pricing and Costs - The average aluminum price in H1 2025 was 20,300 yuan/ton, a year-on-year increase of 2.62% [2]. - Processing fees for aluminum rods and bars were 510 and 660 yuan/ton, with year-on-year changes of +17.9% and -6.5%, respectively [2]. - The overall gross margin was 3.04%, a decrease of 0.71 percentage points year-on-year, and the net margin was 0.89%, a decrease of 0.59 percentage points year-on-year [2]. Industry Position and Future Prospects - The company holds the leading market share in aluminum wire and rod products, with domestic and global market shares of 18.6% and 16.0%, respectively [3]. - The Saudi Red Sea project is progressing well, with an expected internal rate of return of 22.08% (after tax), which could contribute significantly to future investment returns [3]. - The company is expected to gradually recover its performance, with projected net profits of 800 million, 966 million, and 1.564 billion yuan for 2025-2027 [3].
安阳钢铁,终止重大资产重组
Core Viewpoint - Anyang Iron and Steel has terminated its major asset restructuring plan due to historical issues with certain assets of Henan Angang Group Wuyang Mining Co., Ltd, and has shifted to selling subsidiary equity to its controlling shareholder, Anyang Group, to expedite the transaction process and improve the company's financial situation [1][2]. Group 1: Asset Restructuring - The company announced the termination of the major asset restructuring plan and will instead sell all equity of Yongtong Company and Yuhe Company to its controlling shareholder, Angang Group, for cash based on the final valuation as of June 30, 2025 [2]. - The original asset exchange plan was complicated by historical issues with Wuyang Mining's assets, making it difficult to proceed as planned, leading to the change in strategy [2][3]. - The new plan is expected to optimize the company's asset structure and improve liquidity, thereby enhancing operational conditions [1][2]. Group 2: Financial Performance - In the first half of 2025, Anyang Iron and Steel reported a total revenue of 15.515 billion yuan, a year-on-year decrease of 12.09%, while achieving a net profit attributable to shareholders of 38.0583 million yuan, marking a turnaround from losses [4]. - The decline in revenue was attributed to market downturns and a decrease in product prices [4].
鞍钢股份(00347) - 海外监管公告 - 二零二五年半年度报告
2025-08-26 13:40
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 八月二十七 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 八月二十六日 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: | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | -- ...
包钢股份(600010) - 包钢股份2025年上半年主要经营数据公告
2025-08-25 11:31
| 股票代码:600010 | 股票简称:包钢股份 | 编号:(临)2025-059 | | --- | --- | --- | | 债券代码:175793 | 债券简称:GC钢联01 | | | 主要产品 | 生产量(吨) | 销售量(吨) | 平均售价(不含税) (元/吨) | | --- | --- | --- | --- | | 稀土精矿(干量,REO=50%) | 211,117.00 | 204,949.55 | 18,716.47 | | 萤石 | 393,834.00 | 395,467.72 | 1,469.86 | 该经营数据未经审计,请投资者注意投资风险,谨慎使用。 特此公告。 内蒙古包钢钢联股份有限公司董事会 根据上海证券交易所《上市公司行业信息披露指引第七号——钢 铁》第二十二条的相关规定,公司现将 2025 年上半年主要经营数据 公告如下: | 主要产品 | 生产量(吨) | 销售量(吨) | 平均售价(不含税) (元/吨) | | --- | --- | --- | --- | | 管材 | 871,264.00 | 867,280.06 | 3,937.00 | | 板材 | ...
冲击IPO!君华股份启动上市辅导
Bei Jing Shang Bao· 2025-08-24 04:17
Group 1 - The core point of the article is that Jiangsu Junhua Special Polymer Materials Co., Ltd. has initiated the listing guidance process with Guotai Junan Securities Co., Ltd. as the advisory institution [1] - Junhua Co. was established on November 15, 2007, with a registered capital of 51 million yuan [1] - The controlling shareholder of Junhua Co. is Shanghai Junhua Qicheng Consulting Management Co., Ltd., holding a 49.4747% stake [1] Group 2 - Junhua Co. focuses on the research, development, and production of high-performance special engineering plastic resins and profiles, particularly PEEK (polyether ether ketone) [1] - The company has developed a complete industrial chain that includes PEEK raw material resin polymerization, modification granulation, injection molding and machining of finished parts, as well as continuous extrusion forming of plates, rods, pipes, and sheets [1]
山东钢铁: 山东钢铁股份有限公司2025年半年度主要经营数据公告
Zheng Quan Zhi Xing· 2025-08-21 17:00
Financial Data Summary - Total assets at the end of the reporting period reached approximately 65.54 billion RMB, showing a slight increase of 0.35% compared to the previous year [1] - Net assets attributable to shareholders decreased by 0.24% to approximately 18.74 billion RMB [1] - Net cash flow from operating activities increased significantly by 88.31% to approximately 2.82 billion RMB [1] - Operating revenue decreased by 18.60% to approximately 36.81 billion RMB [1] - Total profit amounted to approximately 292.50 million RMB, a significant recovery from a loss of approximately 1.06 billion RMB in the previous year [1] - Net profit attributable to shareholders was approximately 12.53 million RMB, recovering from a loss of approximately 968.10 million RMB [1] - Basic earnings per share improved to 0.0012 RMB from a loss of 0.0906 RMB per share [1] Production and Sales Data - Total production volume for major products was approximately 749.88 million tons, while sales volume was approximately 769.99 million tons [1] - Average selling price for major products was approximately 3,464.39 RMB per ton [1] - Specific product data includes: - Section steel: Production 145.38 million tons, Sales 144.62 million tons, Average price 3,290.57 RMB per ton - Plate: Production 175.68 million tons, Sales 199.32 million tons, Average price 3,829.19 RMB per ton - Bar: Production 78.85 million tons, Sales 77.98 million tons, Average price 3,803.95 RMB per ton - Coil: Production 234.10 million tons, Sales 232.07 million tons, Average price 3,423.15 RMB per ton - Rebar: Production 115.86 million tons, Sales 115.99 million tons, Average price 2,908.48 RMB per ton [1]
山东钢铁(600022) - 山东钢铁股份有限公司2025年半年度主要经营数据公告
2025-08-21 11:31
股票简称:山东钢铁 证券代码:600022 编号:2025-041 山东钢铁股份有限公司 2025 年半年度主要经营数据公告 本公司及董事会全体成员保证公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏,并对其内容的真实、准确和完整承担个别及连带责任。 根据上海证券交易所《上市公司自律监管指引第 3 号-行业信息披露》 《上市公司行业信息披露指引第七号-钢铁》相关要求,公司将 2025 年半 年度主要经营数据公告如下: 一、公司主要财务数据 — 1 — 单位:元 币种:人民币 项目 本报告期末 上年度末 本报告期末比上 年度末增减(%) 总资产 65,537,673,049.44 65,308,443,591.92 0.35 归属于上市公司股东的净资产 18,737,678,880.14 18,782,768,532.67 -0.24 项目 年初至报告期末 上年初至上年报告期末 比上年同期增减 (%) 经营活动产生的现金流量净额 2,821,202,535.87 1,498,154,236.51 88.31 营业收入 36,806,041,679.71 45,214,504,187.76 -18.60 利润 ...
鞍钢股份股价微跌0.74% 5日均线下穿10日均线
Jin Rong Jie· 2025-08-18 20:08
Group 1 - The stock price of Angang Steel Co., Ltd. is reported at 2.69 yuan as of August 18, 2025, with a decrease of 0.02 yuan, representing a decline of 0.74% from the previous trading day [1] - The opening price for the day was 2.71 yuan, with a highest price of 2.73 yuan and a lowest price of 2.68 yuan, resulting in a trading volume of 581,600 shares and a total transaction value of 157 million yuan [1] - Angang Steel operates in the steel industry, primarily engaged in the production and sales of steel products, including plates, wires, and profiles [1] Group 2 - The 5-day moving average for Angang Steel is 2.72 yuan, while the 10-day moving average is 2.75 yuan, indicating a short-term death cross with a distance of -0.80% between the two averages [1] - On the capital front, there was a net outflow of 8.44 million yuan from main funds on that day, accounting for 0.04% of the circulating market value; however, over the past five days, there was a net inflow of 8.37 million yuan, also representing 0.04% of the circulating market value [1]
马钢股份股价微涨0.52% 公司高管团队发生变动
Jin Rong Jie· 2025-08-15 19:58
Core Viewpoint - Maanshan Iron & Steel Company reported a stock price increase of 0.52% on August 15, closing at 3.90 yuan, with a trading volume of 1.018 million hands and a transaction amount of 399 million yuan [1] Company Overview - Maanshan Iron & Steel Company is primarily engaged in the production and sale of steel products, including plates, profiles, wire rods, and train wheel axles [1] - The company is headquartered in Ma'anshan City, Anhui Province, and is one of China's significant steel producers [1] Financial Performance - In the first quarter of 2025, the company achieved an operating income of 19.425 billion yuan but reported a net loss of 144 million yuan [1] Management Changes - On August 15, the company announced that Zhang Wenyang resigned from his positions as director, general manager, and financial officer, and Chen Guorong was appointed as the new deputy general manager and financial officer [1] - The announcement indicated that this personnel change would not adversely affect the company's daily production and operations [1]