Core Viewpoint - In 2025, despite a continuous decline in demand for the fifth consecutive year, the overall profit of China's steel industry experienced a significant rebound, with profits reaching 109.83 billion yuan, a year-on-year increase of 299.2% [1] Group 1: Industry Performance - The steel industry is witnessing a divergence in performance among A-share listed companies, with some like Shougang Co. and Shandong Steel turning losses into profits due to product optimization and cost reduction, while others like Ansteel and Chongqing Steel remain in the loss zone [1][3] - The significant drop in raw material costs, including an 8% decrease in imported iron ore and a 27% drop in coking coal, has aided some leading steel companies in reducing losses [2] - The shift from construction steel to manufacturing steel marks a historic transition in the industry, driven by the retreat of real estate profits and the necessity for high-end transformation [1][5] Group 2: Company-Specific Insights - Shandong Steel is projected to achieve a net profit of approximately 100 million yuan in 2025, a turnaround from a loss of 2.891 billion yuan the previous year, aided by deep collaboration with China Baowu and cost-saving measures [2] - Shougang Co. expects a net profit between 920 million and 1.06 billion yuan, reflecting a significant growth of 95.29% to 125.01% year-on-year, driven by a high-end and differentiated product strategy [3] - Ansteel anticipates a loss of around 4.077 billion yuan, a reduction of 42.75% from the previous year's loss, while Chongqing Steel expects a loss between 2.5 billion and 2.8 billion yuan, indicating ongoing challenges despite some improvements [4] Group 3: Market Dynamics - The demand structure in the steel industry has fundamentally reversed, with the proportion of steel used in construction dropping from 53% in 2020 to 36% in 2025, while manufacturing steel usage rose from 42% to 53% [6] - The export of steel reached 119 million tons in 2025, a year-on-year increase of 7.5%, although the average export price fell by 8.1% to 694 USD per ton, indicating a competitive "volume for price" scenario [7] - The industry faces a challenging market environment, with domestic steel demand declining for five consecutive years and a strong supply-demand imbalance [7][8]

国泰中证钢铁ETF（515210）基金经理为吴中昊。 截至发稿，吴中昊累计任职时间4年4天，现任基金资产总规模240.55亿元，任职期间最佳基金回报 126.21%， 任职期间最差基金回报-16.7%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月30日，山东钢铁跌5.29%，截至发稿，报1.61元/股，成交2.34亿元，换手率1.32%，总市值172.25亿 元。 资料显示，山东钢铁股份有限公司位于山东省济南市钢城区府前大街99号，成立日期2000年12月29日， 上市日期2004年6月29日，公司主营业务涉及生产、销售钢材、钢坯等钢铁产品。主营业务收入构成 为：卷材21.58%，板材20.74%，型材12.93%，焦化、动力11.61%，钢筋9.17%，材料8.86%，棒材 8.06%，钢坯、生铁3.86%，其他1.70%，铁矿石1.45%，租赁0.05%。 从山东钢铁十大流通股东角度 数据显示，国泰 ...

山东钢铁股份有限公司投资者关系活动记录表 证券代码：600022 证券简称：山东钢铁 编号：2026-001 | 投资者关系活 | 特定对象调研 分析师会议 | | --- | --- | | 动类别 | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | | 现场参观 其他 | | 参与机构名称 | 中泰证券股份有限公司、天弘基金管理有限公司 | | 时间 | 2026 年 1 月 28 日 下午 16:30-17:30 | | 地点 | 公司办公楼 | | 上市公司接待 | 董事会办公室主任王春刚及董事会办公室人员 | | 人员姓名 | | | 投资者关系活 | 1.宝武战略投资山钢集团、宝钢股份参股日照公司 | | 动主要内容介 | 以来对公司运营管理有哪些具体影响？ | | 绍 | 答:2023 年 12 月 28 日，山东省政府与中国宝武签 | | | 署合作协议以来，宝钢股份先后启动协同支撑公司日照 | | | 基地和一体化支撑钢城基地工作，投入了最有力的资源 | | | 保障，采取了一系列卓有成效的措施，管理及经济效益 | | | 显著。 | | | 2024 年，双 ...

Group 1 - Zhongyuan Expressway (600020) expects a net profit of approximately 612 million yuan for 2025, a decrease of about 30% year-on-year [1] - Bomin Electronics (603936) anticipates a net profit of 15 million to 22 million yuan for 2025, achieving a turnaround from loss to profit compared to the previous year [2] - Fangda Special Steel (600507) forecasts a net profit of 835 million to 998 million yuan for 2025, an increase of 236.9% to 302.67% year-on-year [3] Group 2 - Jiadu Technology (600728) expects a net profit of 160 million to 200 million yuan for 2025, recovering from a loss of 115 million yuan in the previous year [4] - Changyang Technology (688299) predicts a net loss of 116 million to 168 million yuan for 2025 [5] - Zhongzi Technology (688737) anticipates a net loss of 45.24 million to 67.86 million yuan for 2025 [6] Group 3 - Two-sided Needle (600249) expects a net profit of 5 million to 10 million yuan for 2025, a decline of 87.67% to 93.83% year-on-year [7] - Sanrenxing (605168) forecasts a net profit of 181 million to 209 million yuan for 2025, an increase of 46.79% to 69.5% year-on-year [8] - Shubeide (300322) anticipates a net profit of 60 million to 70 million yuan for 2025, recovering from a loss of 64.46 million yuan in the previous year [9] Group 4 - Maoye Commercial (600828) expects a net loss of 201 million to 242 million yuan for 2025 [10] - Hongsheng Huayuan (601096) forecasts a net profit of 348 million to 400 million yuan for 2025, an increase of 51.22% to 73.82% year-on-year [11] - Huafeng Technology (688629) anticipates a net profit of 338 million to 388 million yuan for 2025, achieving a turnaround from loss to profit [12] Group 5 - Aerospace Rainbow (002389) expects a net profit of 25 million to 31 million yuan for 2025, a decrease of 64.84% to 71.65% year-on-year [14] - Shangong Shenbei (600843) predicts a net loss of 120 million to 150 million yuan for 2025, compared to a loss of 244 million yuan in the previous year [15] - Chaoxun Communication (603322) anticipates a net profit of 36 million to 54 million yuan for 2025, achieving a turnaround from loss to profit [16] Group 6 - Guannong Co. (600251) expects a net profit of 330 million to 340 million yuan for 2025, an increase of 61.29% to 66.18% year-on-year [17] - Shandong Steel (600022) forecasts a net profit of around 100 million yuan for 2025, recovering from a loss of 2.891 billion yuan in the previous year [18] - Baili Technology (603959) anticipates a net loss of 140 million to 200 million yuan for 2025 [19] Group 7 - Electric Power Investment Hydropower (600292) expects a net profit of approximately 517 million yuan for 2025, a year-on-year increase of about 1337% [20] - Aibulu (301259) forecasts a net profit of 26 million to 33.8 million yuan for 2025, recovering from a loss of 30.84 million yuan in the previous year [21] - Yipin Hong (300723) announced that its subsidiary received approval for clinical trials of a new drug [22] Group 8 - Meixin Sheng (688458) plans to acquire 100% equity of Xinyan Micro for 160 million yuan [23][24] - Lanshi Heavy Industry (603169) expects a net loss of 370 million to 440 million yuan for 2025, transitioning from profit to loss [25] - Hongyang (000525) anticipates a net loss of 260 million to 390 million yuan for 2025, compared to a profit of 388 million yuan in the previous year [26] Group 9 - Tianzhihang (688277) predicts a net loss of 165 million to 198 million yuan for 2025, with losses expected to widen by 36.22% to 63.46% compared to the previous year [27] - Tongda Co. (002560) announced plans for a major shareholder to reduce holdings by no more than 1% [28] - *ST Chengchang (001270) expects a net profit of 95 million to 124 million yuan for 2025, recovering from a loss of 31.12 million yuan in the previous year [29] Group 10 - Yirui Technology (688301) reported a net profit of 661 million yuan for 2025, a year-on-year increase of 42.15% [30] - Hualitai (001217) anticipates a net loss of 28 million to 38 million yuan for 2025, transitioning from profit to loss [31] - Yunjiji Group (001288) expects a net profit of 220 million to 252 million yuan for 2025, a year-on-year increase of 40% to 60% [32] Group 11 - Heertai (002402) forecasts a net profit of 638 million to 729 million yuan for 2025, an increase of 75% to 100% year-on-year [33] - Shenhao Technology (300853) anticipates a net loss of 185 million to 220 million yuan for 2025, compared to a loss of 238 million yuan in the previous year [34] - Zhongyan Dadi (003001) expects a net profit of 10 million to 15 million yuan for 2025, a decline of 75.97% to 83.98% year-on-year [35] Group 12 - Landai Technology (002765) forecasts a net profit of 180 million to 200 million yuan for 2025, a year-on-year increase of 44.83% to 60.93%, with a non-recurring profit of 140 million to 160 million yuan, an increase of 113.1% to 143.54% [37] - Yingfeite (300582) plans to raise product prices by 5% to 15% starting March 1, 2026, due to rising raw material costs [38] - Lanzhou Bank (001227) plans to distribute 285 million yuan in cash dividends for the 2025 interim profit distribution [39] Group 13 - Wancheng Group (300972) announced plans for shareholders to reduce holdings by no more than 1.27% [40] - *ST Huarong (600421) expects to turn a profit in 2025, with a projected net profit of 6.5 million to 8 million yuan [41] - Jiaheng Home (300955) anticipates a net loss of 29 million to 39 million yuan for 2025, compared to a loss of 23.69 million yuan in the previous year [42] Group 14 - Aide Biology (300685) announced plans for a major shareholder to reduce holdings by no more than 1.22% [43] - Haixia Innovation (300300) expects a net profit of 100 million to 150 million yuan for 2025, a year-on-year increase of 1660.56% to 2540.85% [44]

（编辑 丛可心） 证券日报网讯 1月28日，山东钢铁发布公告称，公司预计2025年年度实现归属于母公司所有者的净利润 1.00亿元左右，与上年同期-28.91亿元（追溯调整后）相比，扭亏为盈，同比增利29.91亿元左右。 ...

智通财经APP讯，山东钢铁(600022.SH)发布公告，公司预计2025年实现归属于母公司所有者的净利润1 亿元左右，与上年同期-28.91亿元(追溯调整后)相比，扭亏为盈，同比增利29.91亿元左右。 ...

山东钢铁（600022）(600022.SH)发布公告，公司预计2025年实现归属于母公司所有者的净利润1亿元左 右，与上年同期-28.91亿元(追溯调整后)相比，扭亏为盈，同比增利29.91亿元左右。 ...

股票简称：山东钢铁 证券代码：600022 编号：2026-005 山东钢铁股份有限公司 2025 年年度业绩预告 本公司及董事会全体成员保证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、准确和完整承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间：2025 年 1 月 1 日—2025 年 12 月 31 日 （二）业绩预告情况 经初步测算，预计 2025 年年度实现净利润 5.71 亿元左右。实现归属 于母公司所有者的净利润 1.00 亿元左右，与上年同期-28.91 亿元（追溯 调整后）相比，扭亏为盈，同比增利 29.91 亿元左右。 预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益后的 净利润 0.16 亿元左右。 预计 2025 年年度每股收益 0.01 元左右。 二、上年同期经营业绩和财务状况 2025年11月，公司完成收购银山型钢100%股权的工商变更登记手续。 银山型钢为同一控制下的关联方企业，根据企业会计准则相关规定，公司 需要对上年同期数据进行追溯调整： 1.净利润：-24.57 亿元。归属于母公司所有者的净利润：-22.58 亿 元。归属于母 ...

格隆汇1月28日｜山东钢铁公告，经初步测算，预计2025年年度实现净利润5.71亿元左右。实现归属于 母公司所有者的净利润1.00亿元左右，与上年同期-28.91亿元（追溯调整后）相比，扭亏为盈，同比增 利29.91亿元左右。 ...

生产线上具身柔性机械臂精准装配零件，全国首次发布家电端侧AI感知场景专业芯片，高端轮胎 阻隔材料打破国外技术垄断……刚刚过去的2025年，山东省高新技术产品的产量增长曲线格外醒目：集 成电路圆片增长19.2%，锂电池增长103.1%，工业机器人增长26.6%，新能源汽车超过110万辆。 今年的山东省政府工作报告将"奋力推进因地制宜发展新质生产力"列为十大工作重点之一，并提出 做强科技创新核心驱动、做强现代化产业体系重要载体、做强要素创新性配置支撑保障等具体举措。 如果说传统产业升级是"老树新枝"，那么在新兴赛道上的布局，则考验着"播种育林"的眼光与定 力。 科技创新与产业创新深度融合，形成支撑高质量发展的"创新双螺旋"。"十五五"开局之年，"创新 双螺旋"如何更好舞起来，成为会场内外讨论的热点话题。 向"高"攀登，老地基上筑起新大厦 作为拥有全部41个工业大类的经济大省，山东将工业经济列为"头号工程"，着力提升含新量、含金 量、含绿量，挺起工业硬脊梁。尤其令人印象深刻的是，作为传统工业大省，山东省钢铁、石化等重点 行业先进产能占比超过40%。 重点项目建设是促转型、提质效的关键抓手。政府工作报告提出"布局东明 ...