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重庆钢铁: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-27 09:59
重庆钢铁股份有限公司2025 年半年度报告 公司代码:601005 公司简称:重庆钢铁 重庆钢铁股份有限公司 重庆钢铁股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性,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。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人王虎祥、主管会计工作负责人匡云龙及会计机构负责人(会计主管人员)雷晓 丹 声明:保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本半年度报告涉及的未来计划、发展战略等前瞻性陈述因存在不确定性,不构成公司对投资者的 实质承诺, 敬请广大投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 公司并无需提请投资者特别 ...
八一钢铁股价下跌2.58% 钢铁行业资金净流出23.19亿元
Jin Rong Jie· 2025-08-26 19:04
钢铁行业8月26日整体表现疲软,板块下跌0.98%,主力资金净流出23.19亿元。 八一钢铁属于钢铁行业,公司业务涵盖钢铁生产及销售,主要产品包括板材、线材等。 风险提示:股市有风险,投资需谨慎。 数据显示,八一钢铁当日主力资金净流出3576.68万元,占流通市值的0.51%。近五个交易日,主力资金 累计净流入1137.42万元。 截至2025年8月26日15时,八一钢铁股价报4.54元,较前一交易日下跌0.12元,跌幅2.58%。当日开盘价 为4.66元,最高触及4.67元,最低下探至4.47元,成交量为84.44万手,成交额达3.82亿元。 ...
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: | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | -- ...
全线上涨!焦煤涨超6%!钢厂大涨60!钢价能否继续反弹?
Sou Hu Cai Jing· 2025-08-25 07:44
8月25日,钢材现货市场以涨为主,期货市场主要品种主力全部上涨,其中螺纹、热卷涨0.9%左右,铁 矿涨2.27%,焦炭涨4.36%,焦煤涨6.48%。因煤矿端安全生产事故再发带动市场做多情绪,今日焦煤大 涨,此外,鲍威尔暗示美联储或在9月降息,市场情绪转强,不过淡季钢市供需仍有压力,明日钢价... 一、多空因素分析 1.国常会:听取实施大规模设备更新和消费品以旧换新政策情况汇报 会议指出,大规模设备更新和消费品以旧换新政策,在稳投资、扩消费、促转型、惠民生等方面取得明 显成效。要在对政策实施情况进行认真总结评估的基础上,加强统筹协调,完善实施机制,更好发挥对 扩大内需的推动作用。要严厉打击骗补套补行为,确保补贴资金用到实处、见到实效。要进一步强化财 税金融等政策支持,创新消费投资场景,优化消费投资环境,综合施策释放内需潜力。会议有利于提振 市场信心,利好钢材价格走势。 https://www.cls.cn/detail/2123420 2.8月中旬21个城市5大品种钢材社会库存843万吨,环比增加40万吨 据中钢协,8月中旬,21个城市5大品种钢材社会库存843万吨,环比增加40万吨,上升5.0%。8月中 旬 ...
美国钢铝关税扩围,钢价有所承压
Minsheng Securities· 2025-08-24 08:55
➢ 价格:本周钢材价格下跌。截至 8 月 22 日,上海 20mm HRB400 材质螺 纹价格为 3270 元/吨,较上周降 30 元/吨。高线 8.0mm 价格为 3420 元/吨, 较上周降 50 元/吨。热轧 3.0mm 价格为 3420 元/吨,较上周降 40 元/吨。冷轧 1.0mm 价格为 3830 元/吨,较上周降 50 元/吨。普中板 20mm 价格为 3470 元 /吨,较上周降 50 元/吨。本周原材料中,国产矿市场价格稳中有升,进口矿市 场价格稳中有跌,废钢价格下跌。 ➢ 利润:本周钢材利润下降。长流程方面,我们测算本周行业螺纹钢、热轧和 冷轧毛利分别环比前一周变化-58 元/吨,-50 元/吨和-42 元/吨。短流程方面, 本周电炉钢毛利环比前一周变化-34 元/吨。 钢铁周报 20250824 美国钢铝关税扩围,钢价有所承压 2025 年 08 月 24 日 ➢ 产量与库存:截至 8 月 22 日,五大钢材产量上升,总库存环比上升。产量 方面,本周五大钢材品种产量 878 万吨,环比升 6.43 万吨,其中建筑钢材产量 周环比减 3.71 万吨,板材产量周环比升 10.14 万吨, ...
2025年8月中旬流通领域重要生产资料市场价格变动情况
Guo Jia Tong Ji Ju· 2025-08-24 01:30
Core Viewpoint - The monitoring of market prices for 50 important production materials across nine categories indicates a mixed trend, with 27 products experiencing price increases, 17 seeing declines, and 6 remaining stable in mid-August 2025 compared to early August 2025 [2][3]. Group 1: Price Changes in Major Categories - In the black metal category, rebar prices decreased by 6.4 yuan per ton (-0.2%), while ordinary medium plates increased by 19.1 yuan per ton (0.5%) [4]. - In the non-ferrous metals category, electrolytic copper rose by 735 yuan per ton (0.9%), while aluminum ingots increased by 55.5 yuan per ton (0.3%) [4]. - Chemical products showed varied results, with sulfuric acid increasing by 2.1 yuan per ton (0.3%) and methanol decreasing by 3.9 yuan per ton (-0.2%) [4]. - The petroleum and natural gas sector saw liquefied natural gas prices drop by 184.8 yuan per ton (-4.4%), while gasoline prices also fell [4]. - In the coal category, the price of ordinary mixed coal rose by 23.5 yuan per ton (4.3%), indicating a positive trend [4]. - Agricultural products like cotton increased by 225.9 yuan per ton (1.6%), while corn prices fell by 10.3 yuan per ton (-0.4%) [5]. Group 2: Monitoring Methodology and Scope - The monitoring covers 31 provinces and municipalities, involving over 2,000 wholesalers, agents, and distributors [8]. - Price monitoring methods include on-site price collection, telephone inquiries, and electronic communications [9]. - The price changes are categorized based on percentage changes, with a total of 27 products increasing, 17 decreasing, and 6 remaining stable [10].
中信特钢(000708):业绩稳健增长,加快品种结构调整
Minsheng Securities· 2025-08-21 06:10
Investment Rating - The report maintains a "Recommended" rating for the company, with a target price of 12.78 yuan [6]. Core Insights - The company reported a revenue of 54.715 billion yuan for H1 2025, a decrease of 4.02% year-on-year, while the net profit attributable to shareholders was 2.798 billion yuan, an increase of 2.67% year-on-year [1]. - The company is focusing on accelerating product structure adjustments and optimizing cost efficiency to enhance profitability [3]. Summary by Sections Financial Performance - In H1 2025, the company achieved a revenue of 54.715 billion yuan, down 4.02% year-on-year, and a net profit of 2.798 billion yuan, up 2.67% year-on-year. The net profit excluding non-recurring items was 2.769 billion yuan, an increase of 3.77% year-on-year [1]. - For Q2 2025, the revenue was 27.875 billion yuan, a decrease of 2.45% year-on-year but an increase of 3.86% quarter-on-quarter. The net profit was 1.414 billion yuan, up 3.58% year-on-year and 2.21% quarter-on-quarter [1]. Sales and Margins - The company reported a steel sales volume of 9.8226 million tons in H1 2025, an increase of 3.23% year-on-year, achieving 52.8% of the annual sales target. Export sales remained stable at 1.1216 million tons [2]. - The gross margin for Q2 2025 was 14.89%, an increase of 2.59 percentage points year-on-year and 1.07 percentage points quarter-on-quarter. The gross margins for various products were 16.50% for special steel bars, 11.20% for wire rods, 14.23% for plates, and 16.15% for seamless pipes, with year-on-year increases of 2.91, 0.97, 0.10, and 2.48 percentage points respectively [2]. Future Outlook - The company is accelerating product structure adjustments by targeting industries with strong demand such as wind power, oil and gas, hydrogen energy, and new energy vehicles. Sales of wind power round billets increased by 2.6% year-on-year, and sales of special welding wire steel grew by 21% [3]. - The company aims to enhance cost optimization by improving energy efficiency in key processes, with energy consumption in ironmaking and converter processes decreasing by 0.74% and 2.35% year-on-year respectively [3]. - The company has established a national strategic layout along the coast and rivers and is exploring overseas opportunities, focusing on projects in Southeast Asia, the Middle East, North America, and Europe [3]. Profit Forecast - The company is expected to achieve net profits attributable to shareholders of 5.648 billion yuan, 6.123 billion yuan, and 6.650 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding PE ratios of 11x for 2025 and 2026, and 10x for 2027 [4][5].
华菱钢铁(000932):业绩显著修复,品种结构加速优化
Minsheng Securities· 2025-08-20 06:19
Investment Rating - The report maintains a "Recommended" rating for the company, indicating a potential upside of over 15% relative to the benchmark index [6][12]. Core Insights - The company reported significant performance recovery with a focus on optimizing product structure. In H1 2025, revenue was 63.092 billion yuan, a year-on-year decrease of 16.93%, while net profit attributable to shareholders was 1.748 billion yuan, an increase of 31.31% year-on-year [1]. - The company is experiencing a decline in steel sales but has seen a notable recovery in gross margin, which reached 10.28% in H1 2025, up 2.91 percentage points year-on-year [2]. Summary by Sections Financial Performance - In H1 2025, the total steel sales volume was 11.1 million tons, a decrease of 12.5% year-on-year. Major product categories saw declines, except for coated steel [2]. - The gross margin for H1 2025 was 10.28%, with long products, flat products, and pipes showing respective margins of 5.45%, 13.65%, and 10.89%, all increasing year-on-year [2]. Future Outlook - The company is releasing high-end production capacity, with projects like the cold-rolled silicon steel line and seamless steel pipe production line progressing steadily. The first phase of the non-oriented silicon steel is expected to be operational by August 2025 [3]. - The product structure is being optimized, with key product sales accounting for 68.5% of total sales, an increase of 3.9 percentage points year-on-year. The company has developed 75 new products, achieving six domestic firsts or import substitutions [3]. Cost Management and Efficiency - The company is implementing cost reduction measures across its operations, with 32% of its economic and technical indicators entering the advanced category. Adjustments in structure have led to a reduction in procurement costs by approximately 250 million yuan [4]. - The self-generated electricity reached 4.922 billion kWh in the reporting period, an increase of 3.4% year-on-year, contributing to operational efficiency [4]. Profit Forecast - The company is projected to achieve net profits attributable to shareholders of 3.465 billion yuan, 3.993 billion yuan, and 4.434 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding PE ratios of 11x, 10x, and 9x [5][9].
南钢股份(600282):季度利润同环比大增,改善趋势有望延续
GOLDEN SUN SECURITIES· 2025-08-20 00:56
证券研究报告 | 半年报点评 gszqdatemark 2025 08 20 年 月 日 南钢股份(600282.SH) 季度利润同环比大增,改善趋势有望延续 事件:公司发布 2025 年半年度报告。公司上半年实现营业收入 289.44 亿元,同比减少 14.06%;归属于母公司所有者的净利润 14.63 亿元,同比增长 18.63%;基本每股收益 0.2373 元,同比增长 18.63%。 利润同环比大增,净利率持续改善。公司 2025Q2 实现归母净利8.85亿元,同比增长30.21%, 环比增长 52.94%,实现扣非归母净利 6.50 亿元,同比增长 10.30%,环比增长 30.28%; 据中钢协统计,2025 年上半年重点统计钢铁企业利润总额 592 亿元,同比增长 63.26%, 统计局数据显示上半年黑色金属冶炼和压延加工业利润总额 462.8 亿元,同比增长 1,369.2%,公司业绩与行业盈利同步大幅改善。公司 2024Q3-2025Q2 逐季销售毛利率分别 为 13.47%、12.02%、11.79%、14.52%,逐季销售净利率分别为 3.43%、3.40%、3.93%、 5.75%,受 ...
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]