FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 鞍鋼股份有限公司(備註1) 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00347 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,411,540,000 | RMB | | | 1 RMB | | 1,411,540,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,411,540,000 | RMB | | | 1 RMB | | 1,411,540,000 | ...

新华社沈阳1月3日电 特写：海边的"零碳"炼铁炉 新华社记者邹明仲、崔师豪 "看，毫米级的改性铁矿粉正在炉内被绿电制备的氢气还原，整个过程只产生铁和水。"项目区域长秦阳 指着装置的中控屏幕介绍说。屏幕上的实时数据跳动不停，经持续监测，生产的直接还原铁金属化率可 达95%以上，杂质含量远低于行业标准，完全满足高端特种钢材生产需求。 秦阳说，项目依托流化床技术突破了传统氢冶金原料适应性差、还原效率低的行业痛点，打通"绿电制 氢、铁矿还原、直接还原铁压块"全流程，关键设备国产化率100%。 记者循着装置的管道走向前行，看到一旁的绿电供给区里，制氢设备正平稳运行。工作人员介绍，为保 障氢冶金项目的零碳属性，厂区配套建设了分布式光伏电站和风力发电机，所发电量优先供给制氢系 统，剩余电量并入厂区电网，实现绿电自给自足的闭环运转。 走进车间操作区，几名技术人员正围着设备参数表讨论，桌上的试验报告密密麻麻记录着不同工况下的 还原数据。秦阳说，从实验室小试到万吨级中试，团队攻克了数十个技术难题，实现了装置的稳定运 行。这套装置的成功投用，将为行业大规模推广零碳炼铁技术提供探索路径。 据介绍，作为钢铁产业的标杆企业，鞍钢的绿色探 ...

Core Viewpoint - The article highlights the advancements made by Ansteel Group in green hydrogen metallurgy, showcasing a zero-carbon iron-making furnace that utilizes green hydrogen as a reducing agent, significantly reducing carbon emissions in the steel industry [1] Group 1: Technological Innovations - Ansteel's new green hydrogen zero-carbon fluidized bed hydrogen metallurgy pilot device is a key component of its green production system [1] - The direct reduction iron (DRI) produced by this technology achieves a metalization rate of over 95%, with impurity levels well below industry standards, meeting the demands for high-end special steel production [1] - The project overcomes traditional hydrogen metallurgy challenges, such as poor raw material adaptability and low reduction efficiency, by integrating the entire process from green electricity hydrogen production to iron ore reduction [1] Group 2: Infrastructure and Logistics - The facility is strategically located near the Bayuquan Port, allowing for efficient raw material transportation via sea and quick shipping of finished steel products, thus significantly reducing logistics costs [1] - The plant is equipped with a distributed photovoltaic power station and wind turbines to ensure a self-sufficient green electricity supply for the hydrogen production system [1] Group 3: Industry Collaboration and Future Prospects - Ansteel is collaborating with multiple domestic new energy companies to explore integrated models of wind-solar-hydrogen to further reduce green electricity hydrogen production costs [1] - The company is also working with downstream equipment manufacturers to develop high-end steel products based on direct reduced iron, extending the benefits of green iron-making technology to end applications [1] - Ansteel's efforts represent a replicable model for the green transformation of the steel industry, emphasizing that this transition is essential for survival and development [1]

Core Insights - The water supply and drainage valve industry plays a crucial role in China's infrastructure development, directly impacting the stability of fluid transport systems and water resource safety [1][10] - The market size of China's water supply and drainage valve industry is projected to reach 31.8 billion yuan in 2024, with a year-on-year growth of 6% [1][10] - The industry is expected to continue growing due to advancements in urbanization, industrial automation, and smart technology [1][10] Industry Overview - Water supply and drainage valves are essential for controlling flow and water levels in various applications, including domestic water supply, fire protection systems, and industrial water supply [3] - The industry has evolved from relying on foreign technology in the 1950s to achieving significant technological advancements and market competitiveness by the 21st century [4][3] Market Dynamics - The upstream of the valve industry includes raw materials such as cast iron, carbon steel, stainless steel, and various alloys, while the downstream applications encompass urban water supply systems, wastewater treatment, and fire protection systems [6] - The demand for valves is closely tied to investments in infrastructure, which are expected to maintain high growth rates [6] Key Statistics - In 2024, China's total water supply is expected to reach 5,928 billion cubic meters, with a year-on-year growth of 0.36% [8] - The number of wastewater treatment plants in China is projected to reach 15,259, reflecting a year-on-year increase of 4.37% [8] - The daily treatment capacity of urban wastewater is expected to be 24,407 million cubic meters, with a growth of 3.03% [8] Industry Trends - The future of the valve industry is leaning towards smart technology integration, enabling valves to become intelligent nodes within water management systems [11] - There is an anticipated increase in demand for large-diameter valves due to national water network projects and modern water treatment facilities [14] - The domestic production rate of high-performance valves is expected to rise, focusing on specialized applications such as seawater desalination and industrial wastewater treatment [15] Key Companies - Notable companies in the industry include Crown Dragon Energy Saving, Xinxing Ductile Iron Pipes, and Wuhan Dayu Valve Co., among others [2][11] - Crown Dragon Energy Saving specializes in water-saving valve products and has a significant market presence in water conservancy projects [11]

Core Viewpoint - The ICP detection method for measuring silicon and phosphorus content in ferromanganese alloys has been recognized as an advanced operational method by Bensteel for the 2023-2024 period, enhancing quality inspection efficiency and effectiveness in the company [4][19]. Group 1: Technological Innovation - The ICP detection method significantly improves detection efficiency by over 200% compared to traditional wet chemical methods, greatly reducing inspection time [5][20]. - This method offers lower detection limits and higher precision, allowing for accurate monitoring of trace component changes, thus providing reliable data for quality assessment [5][20]. - The ICP method also reduces reagent consumption and minimizes secondary pollution risks, aligning with environmental protection requirements while ensuring detection accuracy [5][20]. Group 2: Future Development Plans - The center has developed a follow-up technical upgrade plan, aiming to transition from chemical methods to X-ray fluorescence spectroscopy by 2025 for silicon and ferrosilicon alloys [6][21]. - The X-ray fluorescence method will provide non-destructive testing and rapid, precise analysis, further compressing inspection time and reducing labor intensity for employees [6][21]. - This transition is expected to promote the intelligent and green transformation of the alloy inspection field, continuously improving the quality inspection system to support the company's production and operations [6][21].

证券日报网讯12月29日，鞍钢股份（000898）在互动平台回答投资者提问时表示，公司积极支持有利于 钢铁行业发展的举措，也愿意协同行业上下游共同构建和谐共进的产业链。 ...

智通财经APP获悉，香港联交所最新资料显示，12月22日，易方达基金管理有限公司增持鞍钢股份 (00347)360.2万股，每股作价1.9027港元，总金额约为685.35万港元。增持后最新持股数目7245.2万股， 最新持股比例为5.13%。 ...

香港联交所最新资料显示，12月22日，易方达基金管理有限公司增持鞍钢股份（000898）(00347)360.2 万股，每股作价1.9027港元，总金额约为685.35万港元。增持后最新持股数目7245.2万股，最新持股比 例为5.13%。 ...

Market Performance - The steel sector saw an increase of 0.61% on December 29, with Nanjing Steel leading the gains [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Individual Stock Performance - Nanjing Steel (600282) closed at 5.39, up 4.05% with a trading volume of 947,100 shares and a transaction value of 514 million [1] - Ling Steel (600231) closed at 2.20, up 3.29% with a trading volume of 406,500 shares [1] - Wujin Stainless Steel (603878) closed at 10.16, up 2.21% with a trading volume of 279,600 shares [1] - Baosteel (600019) closed at 7.44, up 1.22% with a trading volume of 1,285,400 shares [1] - Other notable performances include Hangang (600126) up 0.99% and Xinguang Steel (600782) up 0.77% [1] Capital Flow Analysis - The steel sector experienced a net outflow of 125 million from main funds, while retail investors saw a net inflow of 102 million [2] - Speculative funds had a net inflow of 22.98 million [2] Detailed Capital Flow for Selected Stocks - Nanjing Steel (600282) had a main fund net outflow of 31.31 million, with retail investors contributing a net outflow of 41.04 million [3] - Shougang (000959) saw a main fund net inflow of 14.06 million, while retail investors had a net outflow of 11.25 million [3] - New Steel Pipe (000778) had a main fund net inflow of 7.50 million, with a retail net outflow of 8.54 million [3] - Ansteel (000898) reported a main fund net inflow of 5.83 million, while retail investors had a net outflow of 6.39 million [3]

Core Viewpoint - The successful issuance of the "Chengdu Tianfu Huirong Information Technology Co., Ltd. 2025 Annual No. 1 Phase I Supply Chain Bill Technology Innovation Directed Asset-Backed Securities" marks a significant milestone as the first supply chain bill technology innovation asset-backed securities issued by a state-owned enterprise, with a total issuance scale of 148.4 million yuan and a priority issuance scale of 144 million yuan at a coupon rate of 1.83% [1][3]. Group 1 - The total issuance scale of the asset-backed securities is 148.4 million yuan, with a priority issuance scale of 144 million yuan and a coupon rate of 1.83% [1][3]. - Chengdu Tianfu Huirong Information Technology Co., Ltd. is a wholly-owned subsidiary of the state-owned enterprise Ansteel Group, providing various supply chain products and services to small and medium-sized enterprises in the upstream and downstream of Ansteel Group's industrial chain [1][3]. - The underlying asset pool of the asset-backed securities consists entirely of trade-related supply chain bills, with the bill acceptor being a key operating entity of the Pangang Group, which is a major steel production base and a leading vanadium-titanium product manufacturer in China [1][3]. Group 2 - In the future, the rapid expansion of technology innovation bonds will be supported by the continuous optimization of rating methods and models by Dongfang Jincheng, aiming to enhance market liquidity and pricing efficiency [2][4]. - The goal is to assist technology enterprises, equity investment institutions, and financial institutions in expanding financing scales and reducing financing costs, contributing to the high-quality development of the "technology board" in the bond market [2][4].