2026年印度国际矿物、金属、冶金及材料展MMMM 一、 展会概要 展会时间：2026年9月10日-12日 展会周期：两年一届 中国代理：北京联华商汇国际会展有限公司（独家代理） 二、 展会简介 2026年印度国际矿物、金属、冶金及材料展（简称：MMMM 2026）是由Hyve展览集团举办的每两年 一届的行业盛会。该展会已经成功举办14届，下一届将于2026年9月10日-12日在印度首都新德里举办。 印度国际矿物、金属、冶金及材料展是市场最重要的活动之一，将成为企业家、首席执行官、顾问、高 级政府官员、决策者和贸易代表团聚集、集思广益、展示和建立有意义的商业伙伴关系的理想B2B平 台。该商业平台将提供一个绝佳的机会，与来自世界各地的名人互动，促进商业发展，并促进该国矿 产、金属、冶金和材料行业的增长和发展、合资企业、投资和技术转让。 这个两年一度的国际贸易博览会已经发展成为一个有国内外参与者参加的著名展会。该活动已获得广泛 认可，并已成为行业重要国际贸易博览会名单中的固定项目。高级别的技术会议包括来自全球各地的专 家的演讲，使人们有机会进一步了解最新的发展和创新，并与行业同行进行直接互动。 展会同期，有多场专 ...

Core Insights - The 8th China International Import Expo is currently taking place, where Xinxing Jihua Group held a centralized signing ceremony [1] Group 1: Company Developments - Xinxing Jihua Group's subsidiary, China New International Import and Export Co., Ltd., signed cooperation agreements with 9 foreign representatives from 7 countries including Ethiopia, Kazakhstan, Cambodia, Côte d'Ivoire, Laos, Nigeria, and Vietnam [3] - The agreements cover 8 types of products across 5 categories: textile raw materials, chemical raw materials, agricultural and sideline products, profiles, and non-ferrous metals [3] - This initiative effectively expands the diverse and stable international resource channels and enhances the group's resource allocation capabilities in the international supply chain [3]

Core Viewpoint - Zhongmi Holdings (300470.SZ) highlights that KS GmbH's product performance is at a global leading level, focusing on resin-based laminated materials and components widely used in engineering machinery and electrical sectors [1] Group 1: Company Overview - KS GmbH specializes in the production of pipes, profiles, bars, and sheets made from resin-based laminated materials, as well as guide rings [1] - The laminated materials are primarily utilized in the electrical industry, while guide rings are extensively used in hydraulic cylinders and piston rods within engineering machinery [1] Group 2: Market Application - The products from KS GmbH are marketed domestically, indicating a strong presence in the local market [1] - KS GmbH serves as a supplier for Youtaike, a subsidiary of Zhongmi Holdings, enhancing the company's supply chain [1]

Core Viewpoint - Zhongmi Holdings (300470.SZ) highlights that KS GmbH's product performance is at a globally leading level, focusing on resin-based laminated materials and components widely used in engineering machinery and electrical sectors [1] Group 1: Company Overview - KS GmbH specializes in the production of pipes, profiles, rods, and sheets made from resin-based laminated materials, as well as guide rings [1] - The laminated materials are primarily utilized in the electrical industry, while guide rings are extensively used in hydraulic cylinders and piston rods within engineering machinery [1] Group 2: Market Application - KS GmbH's products are marketed domestically and serve as a supplier for the subsidiary Youtaike [1]

| 主要产品 | 生产量（吨） | 销售量（吨） | 平均售价（不含税） （元/吨） | | --- | --- | --- | --- | | 管材 | 1,282,468 | 1,276,845 | 3,938 | | 板材 | 7,158,815 | 7,182,478 | 3,349 | | 型材 | 1,238,257 | 1,205,649 | 3,549 | | 线棒材 | 1,071,592 | 1,054,778 | 2,929 | | 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-072 | | --- | --- | --- | | 债券代码：175793 | 债券简称：GC钢联01 | | 内蒙古包钢钢联股份有限公司 2025 年前三季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 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 年前三季度主要经营数 据公告如下： 公司主要产品还有稀土精矿和萤石 ...

本公告经营数据未经审计，请投资者注意投资风险并审慎使用。 特此公告。 凌源钢铁股份有限公司 股票代码：600231 转债代码：110070 股票简称：凌钢股份 转债简称：凌钢转债 编 号：临 2025-081 凌源钢铁股份有限公司 2025 年第三季度经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性承担法律责任。 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》第七号-钢铁的相关规定，现将公司 2025 年第三季度 经营数据公告如下： | 项目 | | 产量（吨） | | | | 销量（吨） | | | 平均售价（元/吨）（不含税） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2025 年三季度 | 2024 | 年三季度 | 变动比例（%） | 2025 年三季度 | 2024 年三季度 | 变动比例（%） | 2025 年三季度 | 2024 年三季度 | 变动比例（%） | | 型材 | 2,497 ...

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 66,501,337,202.97 65,308,443,591.92 1.83 归属于上市公司股东的净资产 18,869,541,473.85 18,782,768,532.67 0.46 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 3,259,486,819.95 1,571,226,098.75 107.45 营业收入 54,828,465,284.18 64,333,650,830.00 -14.77 利润总额 632,496,751.74 -1,563,706,772.16 不适用 归属于上市公司股东的净利润 139,806,803.60 -1,450,858,104.99 不适用 归属于上市公司股东的扣除非 经常性损益的净利润 137,516,969.52 -1,474,897,002.39 不适用 加权平均净资产收益率（%） 0.74 -7.11 不适用 基本每股收益（元/股） 0.0131 -0.1361 不适用 股 ...

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]

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].

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].