方大特钢今年以来股价涨43.85%，近5个交易日跌5.86%，近20日跌1.53%，近60日涨38.68%。 8月27日，方大特钢盘中下跌2.03%，截至09:51，报5.78元/股，成交3977.38万元，换手率0.30%，总市 值133.70亿元。 资金流向方面，主力资金净流入117.48万元，特大单买入271.77万元，占比6.83%，卖出0.00元，占比 0.00%；大单买入323.29万元，占比8.13%，卖出477.58万元，占比12.01%。 机构持仓方面，截止2025年6月30日，方大特钢十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股2653.83万股，相比上期增加253.66万股。中欧时代先锋股票A（001938）位居第六大流通 股东，持股1500.02万股，相比上期减少99.99万股。中欧价值发现混合A（166005）位居第七大流通股 东，持股1383.89万股，为新进股东。南方中证1000ETF（512100）位居第八大流通股东，持股1281.27 万股，相比上期增加240.82万股。华安产业精选混合A（014207）位居第十大流通股东，持股972.27万 股，为新进股东 ...

Summary of the Conference Call for Fangda Special Steel Company Overview - Fangda Special Steel is located in Nanchang, Jiangxi Province, and is a comprehensive steel enterprise involved in mining, coking, sintering, ironmaking, steelmaking, and rolling processes. The company employs over 6,400 people and occupies approximately 3,300 acres, with an annual steel production capacity of about 4.2 million tons [3][4]. Financial Performance - In Q1 2025, Fangda Special Steel reported a net profit attributable to shareholders of 250 million yuan, a year-on-year increase of 167.99%. Total profit reached 322 million yuan, up 184.03% year-on-year, primarily due to cost reduction and efficiency improvement measures [2][4]. - The gross profit margin improved to 4.04%, reflecting a year-on-year increase of 75.2% [5]. Production and Sales Highlights - The production volume in Q1 2025 was 1.0276 million tons, with sales of 1.0286 million tons, achieving a production-sales rate of over 100% [6]. - Sales of construction materials increased by 4.73%, while engineering sales rose by 19.6% [6]. Industry Challenges and Responses - The steel industry faces challenges from anti-involution policies, which may lead to production cuts among some companies. Fangda Special Steel, due to its strong profitability, is likely to have production cut tasks assigned to less profitable subsidiaries to ensure stable operations [7][8]. - The company has completed ultra-low emission modifications, which increased costs by approximately 200 yuan per ton. Companies that have not completed these modifications may face elimination in the future [11][14]. Market Outlook - The demand for steel in the second half of 2025 is not expected to significantly increase, with price rises primarily driven by market sentiment rather than actual demand recovery [8]. - The company is closely monitoring national policies regarding supply-side adjustments to mitigate the impact of production cuts on its business [8]. Strategic Initiatives - Fangda Special Steel has entered the new energy vehicle supply chain through a partnership with CATL, focusing on electric chassis suspension components, which are currently in the sample supply stage [4][27]. - The company is actively seeking acquisition opportunities to expand its production capacity to 50 million tons [30]. Environmental and Capital Expenditure - Since 2017, Fangda Special Steel has invested over 2 billion yuan in ultra-low emission modifications, with current production costs around 120 yuan per ton. The capital expenditure for 2025 is projected to be between 600 million to 700 million yuan, including a 650 MW subcritical power generation project [33][34]. Shareholder Returns - The company has maintained a conservative cash flow management strategy over the past two years due to unfavorable industry conditions. However, with improved profitability, the minimum shareholder return is set at 30%, with potential increases to 50% or 70% depending on future performance [32]. Conclusion - Fangda Special Steel demonstrates strong financial performance and strategic initiatives to navigate industry challenges while focusing on environmental compliance and potential growth through acquisitions and partnerships. The outlook for the steel market remains cautious, with a focus on adapting to policy changes and market dynamics.

Industry Beta - The steel industry is transitioning from administrative to market-driven capacity reduction, with a turning point already evident [1] - The demand side of the steel industry is under pressure, and new supply-side reforms are being initiated, emphasizing high-end, green, and intelligent production, as well as industry consolidation [1][2] - The strategic importance of supply-side capacity reduction has reached unprecedented heights, with various sectors, including photovoltaic and non-ferrous metals, undergoing significant policy changes [1] Company Alpha - The company operates with a flexible management structure typical of private enterprises, resulting in lower sales expense ratios and strong internal incentives linked to performance [2] - The differentiation strategy has proven effective, with core products such as spring flat steel and automotive leaf springs achieving prices and profitability above industry averages [2] - Systematic cost reduction measures have led to noticeable declines in raw material, labor, and manufacturing costs from 2022 to 2024 [2] - There is strong potential for asset injections from within the group, specifically from Dazhou Steel and Pinggang Co., as well as opportunities for external acquisitions to strengthen the steel segment [2]

Group 1 - The Nanchang Municipal Science and Technology Bureau announced the first batch of the "One Enterprise, One Doctor" technology talent service action for 2025, successfully pairing 87 technology-based enterprises with 115 doctors, including 10 doctor teams and 38 individual doctors [1] - Fangda Special Steel, a key enterprise in Nanchang's new material industry chain, is recognized as a leading enterprise in the manufacturing industry, contributing to industrial transformation and upgrading [1] - Fangda Special Steel is part of the Liaoning Fangda Group's steel sector, integrating various production processes and recognized as a production base for high-quality spring flat steel and automotive leaf springs [1] Group 2 - The "One Enterprise, One Doctor" initiative aims to address key technological bottlenecks in industries by facilitating the flow of innovation resources from universities and research institutions to enterprises, thereby promoting the integration of industrial, innovation, and talent chains [1] - The initiative focuses on serving key manufacturing industry chain enterprises, aligning with Nanchang's "8810" action plan and other economic development priorities [1] - Fangda Special Steel is leveraging the initiative to enhance its technological research and development capabilities, aiming for high-quality development while playing a leading role in the industrial chain [2]

Core Viewpoint - Fangda Special Steel is leveraging its production of spring flat steel to drive innovation and upgrade within the traditional steel industry, focusing on user demand and high-performance products [1][3][4]. Group 1: Company Background and Performance - Fangda Special Steel, originally Nanchang Steel Plant, was restructured in 2009 and has since shown strong performance, with key indicators like return on equity and profit margins consistently ranking among the top in the industry [2]. - In Q1 2025, the company reported a total profit of 322 million yuan, a year-on-year increase of 184.03%, and a net profit attributable to shareholders of 250 million yuan, up 167.99% [2]. Group 2: Product Development and Innovation - The company is a leading producer of spring flat steel and automotive leaf springs, focusing on product upgrades and innovation to enhance quality and competitiveness [3][4]. - Fangda Special Steel has developed high-performance spring flat steel, achieving a significant milestone as the first in China to produce 2000MPa grade steel, marking a breakthrough in the industry [4]. Group 3: Research and Development Initiatives - The company has initiated 47 new research projects this year, including high-performance spring flat steel development and AI technology applications [6]. - A significant project involves upgrading the continuous casting machine to produce larger cross-sections of spring flat steel, enhancing production flexibility and customer satisfaction [6]. Group 4: Strategic Collaborations and Market Environment - Fangda Special Steel has signed strategic agreements with leading tech companies like Huawei and CATL to foster innovation and digital transformation [6][7]. - The government has introduced supportive policies for the private economy, which are expected to provide Fangda Special Steel with more opportunities for research subsidies, tax benefits, and talent acquisition [8]. Group 5: Future Outlook - The company aims to enhance its production and operational levels through innovation-driven strategies and transformation initiatives, focusing on high-quality development [8].

Summary of the Conference Call for Fangda Special Steel Company Overview - **Company**: Fangda Special Steel - **Date**: Q1 2025 Conference Call Key Points Industry and Company Performance - Fangda Special Steel achieved a significant cost saving of nearly 30 million yuan in Q1 2025 through procurement optimization and energy recovery, with self-generated electricity increasing by 25.04% year-on-year [2][3] - The company produced 1.0276 million tons of steel in Q1, maintaining an average daily output of 10,000 tons, with sales reaching 1.0286 million tons [2][4] - The gross profit margin improved by 75.2% year-on-year, reaching 10.04%, driven by cost control measures [3][4] Financial Highlights - The net profit attributable to shareholders was 250 million yuan, a 168% increase year-on-year, while total profit reached 320 million yuan, up 184% [3] - Cost per ton decreased by 634 yuan, with total cost impact around 600 million yuan [2][8] Production and Sales Achievements - The company’s sales of construction materials increased by 4.73%, and engineering sales rose by 19.6% [2][5] - The market share for spring flat steel orders increased to 50% due to a proactive order acceptance strategy [12] Innovation and Strategic Partnerships - 2025 is designated as an innovation year, with 549 small improvements completed in Q1, generating benefits of 4.7178 million yuan [2][6] - Strategic collaborations with Huawei and CATL focus on AI models, zero-carbon economy, and new material research [6] Future Plans and Capacity Expansion - Fangda Special Steel aims to increase its special steel proportion to 50% within two to three years through new capacity and acquisitions [4][21] - The company plans to recruit 1,500 high-level talents over three years to enhance innovation capabilities [6][23] Market Conditions and Demand - The domestic heavy truck and excavator markets performed well in Q1 2025, with strong demand noted [11] - The demand for rebar and other mainstream products remained stable, with no significant recovery in the real estate sector [37] Cost Control and Efficiency - The company implemented effective cost control measures, resulting in a gross profit of approximately 150 million yuan despite a decline in sales prices [8][10] - The production volume was high, contributing positively to overall efficiency [9] Strategic Direction and Management Changes - The new chairman has streamlined internal operations and emphasized customer maintenance and industry collaboration to avoid price wars [13][14] - The company’s strategic focus remains on capacity expansion and mergers, with plans to increase production capacity from 20 million tons to 50 million tons in the next two to three years [16][17] Environmental and Regulatory Considerations - The company is adapting to new industry standards focusing on high-end, efficient, and green production [38] - Fangda Special Steel has completed relevant public disclosures regarding environmental compliance [39] Capital Expenditure and Future Investments - The company plans to increase capital expenditure over the next 3 to 5 years to support strategic transformation, including internal upgrades and new projects [41] - A significant investment of approximately 500 million yuan is allocated for a power generation project expected to commence operations by the end of 2025 [42] Conclusion - Fangda Special Steel is positioned for growth through strategic partnerships, innovation, and effective cost management, while navigating market challenges and regulatory changes [46]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600507 证券简称：方大特钢 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。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、主要财务数据 (一)主要会计数据和财务指标 单位：元 币种：人民币 ■ (二)非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 □适用 √不适用 (三)主要会计数据、财务指标发生变动的情况、原因 √适用 □不适 ...

该公司相关人员表示，随着国家"以旧换新"等政策的持续推进，方大特钢凭借其技术积累和市场优势， 有望在弹簧扁钢领域获得新的发展机遇。此次获得马来西亚SIRIM认证，将进一步巩固企业在国际市场 的地位。 -CIS- 据了解，马来西亚标准与工业研究协会(SIRIM)隶属马来西亚国际贸易与工业部，是马来西亚的国家标 准和质量机构，主要负责制定国家标准、产品认证、质量检测以及技术支持等服务。2024年11月，在方 大特钢马来西亚出口客户的协调下，SIRIM认证审核人员专程到方大特钢对其生产的弹簧扁钢产品进行 严格的现场检测和文件审核。通过认证后，方大特钢出口至马来西亚的弹簧扁钢产品将在吊牌中标注 SIRIM认证标识，这一标识不仅有助于产品在马来西亚顺利通关，更能有效提升产品在当地市场的认可 度。 方大特钢是辽宁方大集团（000055）旗下上市公司，是中国弹簧扁钢和汽车板簧精品生产基地，拥 有"长力"牌汽车弹簧扁钢以及"长力""红岩""春鹰"三大汽车板簧知名品牌，产品远销东南亚、非洲、美 洲等地区。目前，该公司已实现高端客车用高强度级弹簧扁钢的批量供货，其性能指标达到国内领先水 平；商用车单片簧用高强度级弹簧扁钢也已进入 ...

| | | | | | | | | | | | 电位:股 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 职务 | 性别 | 非 32 | 任期起始日期 | 任期终止日期 | 年初持 殷敦 | 年末特 殿敷 | 年度内 殷俭坤 或变动 | 增减变动原 因 | 报告期内 从公司获 得的视频 | 是否在 公司关 联方使 | | | | | | | | | | ut | | 报酬总额 | 取扱院 | | | | | | | | | | | | 11/2017 | | | 梁建国 | 童那长 | 男 | 47 | 2024 年11月11日 | 2053 年5月16日 | | | | | 4 70 | 17 | | 107 11 35 | 首到 | 列 | 56 | 2019年5月27日 | 2025年5月16日 | 5,215,000 | 4.935 000 | -300,000 | CONSULTIONAL MILMHDE | | 址 | | 胶新华 | 蒸味 | 男: | 60 | 2019年5月 ...

证券代码：600507 证券简称：方大特钢 公告编号：临2025-019 方大特钢科技股份有限公司 2024 年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法律责任。 方大特钢科技股份有限公司（以下简称"公司"）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》的相关规定，现将 2024 年度 主要经营数据公告如下： 一、主营业务分行业情况 上述主要经营数据来源于公司报告期内财务数据，仅供投资者及时了解公司 生产经营概况所用，敬请广大投资者理性投资，注意投资风险。 单位：万元 特此公告。 | | | 主营业务分行业情况（2024 | 年 1-12 月） | | | --- | --- | --- | --- | --- | | 分行业 | 营业收入 | 营业成本 | 营业收入比上年 | 营业成本比上年 | | | | | 同期增减（%） | 同期增减（%） | | 钢铁业 | 2,117,711.95 | 2,037,643.51 | -19.46 | -17.58 | | 采掘业 | 33,6 ...