（编辑 袁冠琳） 证券日报网2月24日讯 ，中信金属在接受调研者提问时表示，公司的贸易品种选择以契合国家战略需要 为前提，注重科学方法与战略导向，现有的贸易品种主要为铜产品、铌产品、铁矿石、铝产品和钢铁产 品等。未来公司将在"国内国际双循环相互促进"的新格局下，加强市场调研，把握转型机遇，努力开发 更多的优质贸易品种，持续打造贸易品种多元、结构均衡、规模不断增长，具有较强的对冲周期能力和 增长潜力的贸易品种结构。 ...

证券日报网讯 2月24日，新钢股份在互动平台回答投资者提问时表示，公司出口销售额在历年的年度报 告、半年度报告中进行披露，敬请查阅。公司近年来借助中国宝武海外优势，以新钢新加坡公司为支 点，出口业务稳步增长，2024年度出口销量达61.9万吨，同比增长13%，2025年半年度继续保持增长趋 势。公司出口产品于取得出口货物装船提单时确认收入。 （文章来源：证券日报） ...

UZMETAL - MASHEXPO 展会时间：2026年4月7-9日 2026乌兹别克斯坦第17届国际冶金与金属加工展 文君 欧亚商汇 文君 一.展会介绍 2026年，全球冶金与金属加工行业的目光将聚焦于中亚地区，一场盛大的行业盛会——第 17届乌兹别克斯坦冶金、金属加工及机床、焊接展览会（Uz Metal Mash Expo）即将在乌兹别克斯坦首 都塔什干展览中心拉开帷幕。这场展会定于2026年4月7日至9日举行，由IEG展览公司主办，自2008年 起每年一届，已成为中亚地区影响力的冶金与金属加工行业盛会。 Uz Metal Mash Expo展会面积达到 10,000平方米，预计吸引超过19,471名专业观众和15个国家和地区的200家参展商及品牌参展。展会地点 位于乌兹别克斯坦塔什干市，交通便利，设施完善。展会不仅得到了乌兹别克斯坦地质与矿产资源委员 会的大力支持，还凭借其独特的地理位置和行业影响力，吸引了全球范围内的参展商和观众。 同期行 业盛会： 乌兹别克斯坦矿山机械工程机械展览会 Uz Mining Expo 乌兹别克斯坦安防展览会 Uz Secure Expo 乌兹别克斯坦化工展览会 Uz C ...

Core Viewpoint - Cleveland-Cliffs Inc. reported a mixed financial performance for the fourth quarter, with a notable EPS improvement but revenue falling short of expectations, indicating ongoing challenges in the steel industry [2][3][6]. Financial Performance - The company reported an earnings per share (EPS) of -$0.43, which was better than the Zacks Consensus Estimate of -$0.62, reflecting a positive surprise of 30.08% compared to a loss of $0.68 per share in the same quarter last year [2][6]. - Revenue for the quarter was approximately $4.31 billion, missing the estimated $4.59 billion by 6.66% and slightly lower than the $4.33 billion reported in the same quarter the previous year [3][6]. - Cleveland-Cliffs faced a GAAP net loss of $235 million, translating to a loss of $0.44 per diluted share, while the adjusted net loss was $0.43 per diluted share [4][6]. Liquidity and Financial Ratios - The company maintained a strong liquidity position with $3.3 billion available, indicating its capability to manage financial obligations effectively [4][6]. - The price-to-earnings (P/E) ratio was approximately -3.58, reflecting negative earnings, while the price-to-sales ratio was about 0.37, suggesting the stock is valued at 37 cents for every dollar of sales [5]. - The debt-to-equity ratio stood at 1.47, indicating a higher level of debt compared to equity, and a current ratio of 2.04 suggests strong liquidity, with current assets more than twice its current liabilities [5].

Group 1 - Baosteel Co., Ltd. experienced a stock price increase of 5.04%, reaching 2.50 CNY per share, with a trading volume of 2.133 billion CNY and a turnover rate of 2.77%, resulting in a total market capitalization of 113.22 billion CNY [1] - The company, established on June 29, 1999, and listed on March 9, 2001, is primarily engaged in the development and utilization of mineral resources, as well as the production and sale of steel products [1] - The main revenue composition of Baosteel includes steel products at 76.99%, with specific segments being: plates at 50.56%, other products at 22.35% (including pipes at 10.99%, profiles at 8.34%, wires at 7.10%, and others at 0.65%) [1] Group 2 - Penghua Fund has one fund heavily invested in Baosteel, specifically the Penghua National Steel Industry Index (LOF) A (502023), which reduced its holdings by 501.53 million shares in the fourth quarter, now holding 39.8054 million shares, accounting for 12.19% of the fund's net value, making it the second-largest holding [2] - The Penghua National Steel Industry Index (LOF) A (502023) was established on August 13, 2015, with a current size of 340 million CNY, yielding 1.43% year-to-date, ranking 3828 out of 5580 in its category; over the past year, it achieved a return of 31.3%, ranking 2033 out of 4290; and since inception, it has returned 35.25% [2]

Group 1 - The core point of the article highlights the recent performance of Baosteel Co., Ltd., which saw a 5.04% increase in stock price, reaching 2.50 CNY per share, with a trading volume of 2.138 billion CNY and a turnover rate of 2.77%, resulting in a total market capitalization of 113.22 billion CNY [1] - Baosteel Co., Ltd. is primarily engaged in the development and utilization of mineral resources, as well as the production and sale of steel products, with steel products accounting for 76.99% of its main business revenue, including flat products (50.56%), other products (22.35%), pipes (10.99%), profiles (8.34%), wires (7.10%), and others (0.65%) [1] Group 2 - From the perspective of major fund holdings, it is noted that one fund under the Fortune Fund has a significant position in Baosteel Co., Ltd. The Fortune CSI Rare Earth Industry ETF (159713) reduced its holdings by 2.5775 million shares in the fourth quarter, maintaining 20.9754 million shares, which represents 4.63% of the fund's net value, ranking as the ninth largest holding [2] - The Fortune CSI Rare Earth Industry ETF (159713) was established on August 5, 2021, with a current scale of 1.079 billion CNY. Year-to-date returns are at 7.32%, ranking 1060 out of 5580 in its category; over the past year, returns reached 79.18%, ranking 146 out of 4290; and since inception, the return is 41.2% [2]

Core Viewpoint - The company is committed to deepening reform and innovation to drive high-end, intelligent, green, and efficient development in the steel industry, enhancing the quality and sustainability of its products [1] Group 1 - The company aims to increase the gold content, new material content, and green content of its steel products [1] - The company leverages its advanced stainless steel national key laboratory to focus on the research and development of "bottleneck" materials and cutting-edge products [1]

Core Viewpoint - Baosteel Co., Ltd. has experienced fluctuations in stock price and trading volume, with a recent increase of 2.12% on February 3, 2023, and a total market capitalization of 109.15 billion yuan [1] Group 1: Stock Performance - Year-to-date, Baosteel's stock price has increased by 1.26%, but it has seen declines of 5.12% over the last five trading days, 4.37% over the last 20 days, and 10.74% over the last 60 days [2] - As of February 3, 2023, the stock price is reported at 2.41 yuan per share, with a trading volume of 1.283 billion yuan and a turnover rate of 1.72% [1] Group 2: Financial Performance - For the period from January to September 2025, Baosteel achieved a revenue of 48.08 billion yuan, representing a year-on-year decrease of 3.58%, while the net profit attributable to shareholders increased by 145.03% to 233 million yuan [2] Group 3: Shareholder Information - As of December 19, 2025, the number of shareholders for Baosteel is 869,100, a decrease of 2.65% from the previous period, with an average of 36,105 circulating shares per shareholder, an increase of 2.73% [2] - The top circulating shareholder is China Securities Finance Corporation, holding 767 million shares, while Hong Kong Central Clearing Limited has reduced its holdings by 574 million shares [3]

Group 1 - The core point of the news is that Shougang Corporation's stock price increased by 5.1% to 5.56 CNY per share, with a trading volume of 184 million CNY and a turnover rate of 0.45%, resulting in a total market capitalization of 43.118 billion CNY [1] - Shougang Corporation, established on October 15, 1999, and listed on December 16, 1999, is located in Beijing and primarily engages in the production and sales of soft magnetic materials (electrical steel) and steel products [1] - The revenue composition of Shougang Corporation includes cold-rolled products at 41.42%, hot-rolled products at 39.28%, soft magnetic materials at 15.10%, and other products at 2.84%, with steel billets contributing 0.38% [1] Group 2 - Among the top ten circulating shareholders of Shougang Corporation, a fund under Southern Fund holds a significant position, specifically the Southern CSI 500 ETF (510500), which reduced its holdings by 528,700 shares in the third quarter, now holding 22.6255 million shares, representing 0.35% of circulating shares [2] - The Southern CSI 500 ETF (510500) has a current scale of 144.69 billion CNY, with a year-to-date return of 7.7%, ranking 716 out of 5562 in its category, and a one-year return of 46.3%, ranking 1226 out of 4285 [2] - The fund manager of Southern CSI 500 ETF is Luo Wenjie, who has a tenure of 12 years and 291 days, with the fund's total asset size at 171.358 billion CNY and a best return of 187.93% during his tenure [3]

花旗发布研报称，予马鞍山钢铁股份(00323)"买入"评级，目标价2.8港元。马鞍山钢铁股份预计去年初 步净亏损为1.9亿至2.5亿元人民币(下同)，优于该行预期的约5.35亿元水平。按此推算，马钢去年第四季 净亏损中位数约为3.04亿元，主要受并购宝钢后的资产减值影响，同时联营公司业绩亦带来负面拖累。 该行预期，尽管去年第四季对钢铁行业而言仍是艰难时期，但马钢与宝钢的协同效应将持续释放(包括 售管理费用优化及管理整合等方面)，估计马钢的核心业务仍可维持盈利。 ...