证券代码：603969 证券简称：银龙股份 公告编号：2025-036 天津银龙预应力材料股份有限公司 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。 重要内容提示： （二）业绩预告情况 测算，预计 2025 年半年度实现归属于母公司所有者的净利润为 16,066.91 万元至 万元，同比增长 60%至 80%。 净利润 16,061.31 万元至 18,068.97 万元，与上年同期（法定披露数据）相比，将 增加 6,022.99 万元至 8,030.65 万元，同比增长 60%至 80%。 （三）公司本次业绩预告数据未经会计师事务所审计。 二、上年同期业绩和财务状况 （一）2024 年半年度利润总额：12,850.06 万元；归属于母公司所有者的净 利润：10,041.82 万元；归属于母公司所有者的扣除非经常性损益的净利润： ? 经财务部门初步测算，预计 2025 年半年度实现归属于母公司所有者的净 利润为 16,066.91 万元至 18,075.27 万元，与上年同期（法定披露数据）相比，将 增加 6,025. ...

Core Viewpoint - The completion of the China Communications Fourth Navigation Engineering Bureau's (CCCC Fourth Navigation Bureau) CCCC Fourth Navigation Technology Park project marks a significant step in the development of a supply chain and smart building research cluster in Guangzhou's Baiyun District, with a total investment of 360 million yuan and a focus on technological innovation and quality engineering [1][2][5]. Group 1: Project Overview - The CCCC Fourth Navigation Technology Park is located within the Yiyun Science and Technology Innovation Center, covering an area of 12,000 square meters with a total construction area of 39,000 square meters [1]. - The project includes a comprehensive experimental building, model testing hall, key laboratories, and engineering quality testing center, aimed at supporting enterprise development and promoting technological progress in the construction industry [1][5]. Group 2: Development Strategy - Baiyun District is accelerating the creation of a modern industrial cluster, focusing on high-quality development, with the CCCC Fourth Navigation Technology Park being a key component of this strategy [2]. - The project is part of the CCCC Fourth Navigation Bureau's commitment to regional innovation and industrial upgrading, emphasizing high-quality project management and the application of advanced technologies [2][3]. Group 3: Technological Innovations - The project team has implemented advanced insulation gel technology to enhance the building's thermal insulation performance, significantly reducing energy consumption and contributing to energy-saving goals [3]. - High-strength rebar direct thread connection technology has been widely applied to ensure structural safety and durability, while also minimizing construction pollution [4]. - The use of BIM technology has enabled effective project management through 3D modeling, helping to identify and resolve design conflicts early in the process [4]. Group 4: Future Prospects - The CCCC Fourth Navigation Technology Park is expected to be operational by July, providing a comprehensive platform for research, experimentation, and testing, which will attract more talent and innovation resources to Baiyun District [5]. - The CCCC Fourth Navigation Bureau plans to leverage the advantages of the technology park and collaborate with domestic and international research institutions to promote the integration of technological innovations with industry [5].

Group 1 - CITIC Metal is a key subsidiary of CITIC Group in the advanced materials sector, recognized as a leading trader of metals and mining products in China, and has recently listed on the A-share market under the main board registration system [1] - The company has a diverse range of trading products including niobium, copper, aluminum, iron ore, and steel, while also focusing on mining investments with stable operations in core projects such as Brazil's CBMM and Peru's BHP Copper Mine [1] - The demand for steel is expected to remain high in the long term, driven by emerging industries like new energy vehicles and wind power, necessitating a focus on deep decarbonization in energy activities to achieve China's "dual carbon" goals [1] Group 2 - Niobium is a stable metal that significantly enhances the strength and toughness of advanced materials like steel and high-temperature alloys, with 90% of niobium used as a micro-alloying element in steel production [2] - CITIC Metal has maintained a market share of over 80% in the niobium sector, contributing to a record high consumption of niobium in China, and has established a partnership with CBMM to become its exclusive distributor in the country [2] - The annual production of niobium-containing steel in China has increased from less than 30,000 tons in 1990 to over 10 million tons, significantly advancing the development of high-performance steel materials in the country [2]

Group 1 - Hongde Fund recently conducted research on a listed company, Yilong Co., which highlighted the advantages of 2200-2400MPa ultra-high-strength steel strands and their applications in multiple high-speed rail constructions [1] - The company’s export business typically has a shorter account period compared to domestic business, with 90% and 80% of customers having account periods within one year, respectively [1] - Yilong Co.'s products are primarily used in railway, water conservancy, bridges, highways, new energy infrastructure, and civil construction, with the railway market being a core focus [1] Group 2 - The company is considering factory upgrades and capacity expansion, having requested authorization from the board to proceed with a simplified procedure for issuing stocks to specific targets [1] - The execution cycle of contracts varies based on product type and contract amount, with longer execution cycles for concrete products used in rail transit [1] - Pre-stressed materials have transportation radius requirements, and concrete products for rail transit need to be constructed near new high-speed rail projects [1] Group 3 - Hongde Fund was established in 2015, with a total asset management scale of 46.34 billion yuan, ranking 86 out of 210 [2] - The fund's best-performing public fund product in the past year is Hongde Digital Economy Mixed Initiation A, with a latest net value of 1.19 and a growth of 38.5% over the past year [2] - The latest public fund product raised by Hongde Fund is Hongde Yuhui Bond A, which is a bond-type mixed secondary fund, with a concentrated subscription period from June 3, 2025, to June 23, 2025 [2]

Group 1: Company Operations and Strategy - The company is currently negotiating the asset replacement plan, with no final decisions on asset scope or pricing yet [1] - The self-sufficiency rates for coke and iron ore are approximately 60% for iron ore, with a focus on long-term coal procurement from major coal-producing regions [1] - The sales network covers major economic regions in China, with future focus on strategic products like automotive steel, energy steel, and high-end steel [2] Group 2: Market Development and Innovation - The company has established a technical service team to support new product development by collaborating with key enterprises [2] - Partnerships with universities and research institutes are being leveraged to enhance early-stage involvement in new product technologies [2] - Strategic cooperation with Ansteel Group is facilitating entry into new fields and industries for product development [2]

河南日报社财经全媒体中心 记者 曾鸣 孔学姣 贾永标 分散与整合 在经济发展的宏大版图中，钢铁产业一直占据着举足轻重的地位。它不仅是制造业的基础支撑，更是衡 量一个地区经济实力和产业竞争力的重要标志。 近年来，钢铁行业面临深度调整，一系列新情况、新变化、新挑战不断出现。 "钢铁行业进入减量发展、存量优化阶段的特征日益明显。"中国钢铁工业协会副会长姜维表示，受叠加 原料价格易涨难跌等因素影响，行业利润同比明显下降，行业运行持续呈现高产量、高成本、高出口、 低需求、低价格、低效益的"三高三低"局面。 组建河南钢铁集团，是我省基于对自身经济发展需求、钢铁产业现状以及未来趋势的全面考量，做出的 一项具有深远战略意义的决策。 "我们坚持发展实业，从过去洋火、洋皂、洋铁等靠买进来，到现在成为工业门类最齐全的世界制造业 第一大国，这条路走对了。" 习近平总书记在河南考察时的一席话，深刻阐明了制造业之于国家发展的重大意义，传递出对夯实制造 业基础的深刻思考和战略谋划。 制造业是国民经济的重要支柱。翻开中原制造业简史，冶金技术变革是其浓墨重彩的一笔：诞生于3000 多年前的司母戊鼎出土于安阳殷墟，铸就中国制造的工艺奇迹；300 ...

"聚焦'四高四争先'，奋力谱写中国式现代化河南篇章，必须以科技创新为引领，加快培育新质生 产力。" 立夏时节，万物并秀茁壮成长。值此之际，今年我省首批33项省重大创新项目集中验收工作顺利完成， 中原的创新沃野又添美景。 成绩是催人奋进的战鼓。奋战二季度，确保"双过半"，跑出高质量发展的河南加速度，离不开更多重大 创新项目脱颖而出。今年一季度，全省共登记技术合同6659项，技术合同成交额达690.6亿元，同比增 长161.7%，其中，高新技术领域技术交易规模突破328.6亿元，占全省总额的47.6%。去年，全省39家创 新联合体承担国家、省重点科技项目44项，着力解决制约产业发展的关键技术问题。去年，中信重工专 用高强钢铸锻件连续多次护航神舟系列飞船升空，11项科技成果获评省部级科学技术奖，2项产品获评 第八批国家级制造业单项冠军，企业创新能力持续提升，带动产业链向中高端迈进……今天的河南，期 望大好、机遇大好、前景大好。持续放大重大创新项目的引领带动效应，河南大有可为、大有作为。 围绕国家重大战略需求和河南转型发展需要，聚焦人工智能、高端装备制造、先进功能材料、现代食品 等重点领域，聚焦重点产业链群推进关键核 ...

安阳钢铁股份有限公司，成立于1996年，位于安阳市，是一家以从事黑色金属冶炼和压延加工业为主的 企业。企业注册资本287242.1386万人民币。通过天眼查大数据分析，安阳钢铁股份有限公司共对外投 资了26家企业，参与招投标项目5000次，财产线索方面有商标信息2条，专利信息957条，此外企业还拥 有行政许可559个。 金融界2025年5月3日消息，国家知识产权局信息显示，河南安钢周口钢铁有限责任公司、安阳钢铁集团 有限责任公司、河南钢铁集团有限公司、安阳钢铁股份有限公司申请一项名为"一种低成本冷轧低合金 高强钢生产方法"的专利，公开号CN119899930A，申请日期为2025年2月。 专利摘要显示，本发明涉及一种低成本冷轧低合金高强钢生产方法，包括如下工艺步骤：S1、热卷， 采取铁水预处理、150t顶底复吹转炉、LF炉、连铸的工艺流程，生产出质量合格的板坯；S2、酸轧，通 过合理的酸洗工艺，去除热轧表面氧化铁皮，通过合适的酸轧压下率，提供充足的退火时形变畸变能， 为充分再结晶提供动力；S3、连退及镀锌，严格检查进退火炉前表面反射率，确保表面清洁度，确保 最终产品表面质量，通过连退炉将冷硬卷加热至再结晶温度 ...

Group 1 - The "Five One" holiday saw many construction workers dedicated to accelerating major project developments [1] - The Zhejiang Tiantai Pumped Storage Power Station's Unit 1 completed rotor hoisting on May 2, marking the start of the assembly phase, with the first unit expected to be operational by the end of the year [3][5] - The Tiantai Power Station features the largest single-unit capacity in the country at 425 MW, capable of generating 1.7 million kWh per hour when all four units are operating at full capacity, sufficient to meet the instantaneous electricity demand of a medium-sized city [5] Group 2 - The Tiantai Pumped Storage Power Station set a world record with a rated head of 724 meters, indicating a significant vertical drop between the upper and lower reservoirs [7] - The project utilized domestically developed 1000 MPa high-strength steel for its pipelines, marking a first in the country and surpassing the previous record set by the Baihetan Hydropower Station [7] Group 3 - In the first four months of the year, the China-Europe Railway Express (Zhengzhou) operated 538 trains and sent 54,494 TEUs, representing year-on-year increases of 60.1% and 54.0%, respectively [8] - To meet the rising freight demand, the construction of the Zhengzhou Railway Express gathering center is accelerating, with over 1,500 workers on-site during the "Five One" holiday to ensure the first phase is completed by the end of June [8][10] - The ongoing first phase of the gathering center will have a storage area of 380,000 square meters, an increase of 112% compared to the previous storage capacity [12]

事件：公司发布2024 年年报及2025 年一季报。2024 年，公司实现营收3221.16 亿元，同比减少6.60%； 归母净利润73.62 亿元，同比减少38.36%；扣非归母净利68.41 亿元，同比减少34.55%。2024Q4，公司 实现营收792.60亿元，同比减少11.43%、环比减少0.43%；归母净利润14.80 亿元，同比减少58.82%、环 比增加10.63%；扣非归母净利13.53 亿元，同比减少56.62%、环比增加7.98%。2025Q1，公司实现营收 728.80 亿元，同比减少9.82%、环比减少8.05%；归母净利润24.34 亿元，同比增加26.37%、环比增加 64.49%；扣非归母净利23.99 亿元，同比增加52.22%、环比增加77.31%。 点评：产销量小幅下滑，25Q1 毛利率同环比改善① 量：钢材销量小幅下滑。2024 年，公司钢铁销量 5159 万吨，同比下滑0.6%；公司优化产品结构，增加冷轧、厚板产品销量，同比+3.4%、+9.2%，减少 热轧、钢管、长材、其他钢材销量。2025Q1，钢铁销量1223 万吨，同比-2.3%。2025年经营目标，销售 钢材 ...