Steel

Baosteel

Australian Government Imposes 82% Tariffs on Chinese Hot-Rolled Coil

Baosteel released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 77.06 B, actual EPS CNY 0.1 (forecast EPS CNY 0.12)

Baosteel released FY2025 earnings on April 29 After-Market (BJT), actual revenue CNY 317.51 B (forecast CNY 307.47 B), actual EPS CNY 0.4799 (forecast CNY 0.4718)

Baosteel released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 85.07 B (forecast CNY 91.7 B), actual EPS CNY 0.11 (forecast CNY 0.1017)

Baosteel to Release FY2025 Annual Earnings on April 30 After-Market (BJT), Forecast Revenue CNY 307.47 B, EPS CNY 0.4718

Baosteel to Release FY2026 Q1 Earnings on April 30 After-Market (BJT), Forecast EPS CNY 0.12

Li Auto and Baosteel Sign Auto Material Joint Lab Agreement

XPeng Opens IRON Robot SDK and Partners with Baosteel

Baosteel released FY2025 Q3 earnings on October 30 Pre-Market (BJT), actual revenue CNY 81.06 B (forecast CNY 85.12 B), actual EPS CNY 0.1393 (forecast CNY 0.1661)

Baosteel released FY2025 9 Months earnings on October 30 Pre-Market (BJT), actual revenue CNY 232.44 B, actual EPS CNY 0.3697

Baosteel to Release FY2025 Q3 Earnings on October 31 Pre-Market (BJT), Forecast Revenue CNY 85.12 B, EPS CNY 0.1661

Baosteel released FY2025 Semi-Annual Earnings on August 27 Pre-Market (BJT), actual revenue CNY 151.37 B (forecast CNY 153.06 B), actual EPS CNY 0.23 (forecast CNY 0.26)

Baosteel released FY2025 Q2 earnings on August 27 Pre-Market (BJT), actual revenue CNY 78.49 B (forecast CNY 71.26 B), actual EPS CNY 0.1204 (forecast CNY 0.1138)

Baosteel to release FY2025 Semi-Annual Earnings on August 28, 2025 (BJT), Forecast Revenue CNY 153.06 B, EPS CNY 0.26

Baosteel Obtains New Invention Patent

Chinese Steel Futures Prices Fell from a High

Baosteel's Stock Price Stable with Bond Project Accepted

Baosteel Provides Multifaceted Support to Maanshan Iron & Steel and Paid the First Installment of Equity Transfer Payment

Baosteel Successfully Launches High-end Zebra Stainless Steel Coated Plate

Baosteel Discusses Strategic Planning and Cooperation with Investors

Baosteel Co., Ltd. 2025 Half-Year Performance Briefing

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The core structure of China's first full-specification stainless steel production line has been officially completed. It is capable of simultaneously producing the thinnest and thickest high-end low-carbon stainless steel products, with a thickness range from 1.85 mm to 100 mm. The production line's heating furnace innovatively integrates all-oxygen combustion technology, becoming the first hot rolling line in China to apply this technology

Wallstreetcn

STSS

Ultra-Low Emissions! Core Structure of China's First Full-Specification Stainless Steel Production Line Completed

Egypt's Minister of Industry, Khaled Hashem, met with a delegation from China's Baowu Steel Group to discuss enhancing industrial and investment cooperation. The talks focused on strengthening Egypt's iron and steel sector, crucial for automotive and home appliance industries, and increasing exports. Hashem emphasized the government's commitment to improving the business environment and fostering cooperation in steel production and green industries. Baowu's Chairperson, Hu Wangming, expressed readiness to align their plans with Egypt's development priorities and explore joint projects to boost regional industrial development.

Zawya

ZAWYA-SNG: Egypt explores industrial cooperation with China’s Baowu Steel Group

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Citi has given MAS C.L. a "Buy" rating with a target price of HKD 2.8. The report indicates that MAS C.L. is expected to have a preliminary net loss of RMB 190 million to 250 million last year, better than the anticipated RMB 535 million. Although challenges remain in the fourth quarter, the synergy with Baosteel will continue to be released, and the core business is expected to remain profitable

AASTOCKS

MAS C.L.

MAANSHAN IRON

Guotai CSI Iron & Steel ETF

Citi gives MAS C.L. a "Buy" rating with a target price of 2.8 yuan

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Goldman Sachs pointed out that due to the slower-than-expected pace of capacity reduction in China's steel industry, steel exports will remain high, with a moderate improvement in prices expected, while steel mills will face prolonged low profits. Goldman Sachs has lowered the profit forecasts for Baosteel and MAS C.L. for the next two years, and expects ANSTEEL's losses to widen, while also reducing the gross profit forecasts for rebar and hot-rolled coils. The report mentioned that the industry faces short-term challenges, but the long-term goal remains to reduce capacity

ANSTEEL

ANGANG STEEL

Goldman Sachs: The pace of China's steel production capacity reduction is slower than expected, and steel stocks face long-term profit stagnation

XPEV

09868

XPeng Technologies launched its next-generation humanoid robot IRON at its new headquarters in Guangzhou, planning to achieve mass production by the end of 2026. CEO He Xiaopeng showcased the robot, which has 22 degrees of freedom, emphasizing its natural and fluid movements and high realism. IRON is equipped with a solid-state battery and three Turing AI chips, enabling conversation, walking, and interaction capabilities. XPeng also announced a collaboration with Baosteel to open its SDK and co-build an application ecosystem with global developers

- Xiaopeng Motors held its 2025 Technology Day at its new headquarters in Guangzhou, showcasing the new generation IRON humanoid robot.  
- The robot, described as the "most human-like," demonstrated fluid movements and aims for mass production by the end of 2026, with a focus on advanced features like a flexible skin and high-level AI capabilities.  
- Additionally, Xiaopeng announced an SDK for developers to create applications for IRON, with Baosteel as a key ecological partner for exploring industrial applications.

etnet

XPeng

XPENG-W

[AI] XPeng released the new generation humanoid robot IRON, planning to start mass production by the end of 2026

Baosteel (Shanghai: 600019) recently adjusted its production capacity target from "80-100 million tons" to "80 million tons +", emphasizing that it will no longer simply pursue scale expansion, but will focus on tapping into existing value. The company stated that there are limited quality acquisition targets domestically, and its medium to long-term overseas target is a production capacity layout of "5 million tons +", with expansion following the principles of prudence and strategic orientation. Currently, Baosteel's stock price has slightly decreased by 0.13%, trading at 7.56 RMB

"A-Share Focus" Baosteel slightly declines, production capacity target adjusted from "80-100 million tons" to "80 million tons +"

Baosteel has adjusted its production capacity target from "80 million to 100 million tons" to "80 million tons plus," emphasizing that it does not solely pursue scale expansion but focuses on tapping into existing value. There are limited high-quality domestic acquisition targets, and the overseas target is for a production capacity layout of "5 million tons plus," with expansion following the principles of prudence and strategic orientation

Baosteel: The company's production capacity target has been adjusted from "80-100 million tons" to "80 million tons +", not solely pursuing scale expansion

According to the Qichacha APP, recently, Baosteel Pipe Technology Co., Ltd. was established, with Xue Jianguo as the legal representative, a registered capital of 1 billion yuan, and a business scope that includes steel and iron smelting, steel rolling processing, and goods import and export. Qichacha's equity penetration shows that the company is wholly owned by Baosteel Pipe Industry Technology Co., Ltd., which is a wholly-owned subsidiary of Baosteel

Zhitong

Baosteel has established a new steel pipe company in Ma'anshan

News from Tieshangang Port in Beihai, Guangxi: the world's largest single-unit capacity 16-megawatt offshore floating wind turbine has successfully been launched. The base of this "national heavy equipment" is constructed from steel exclusively supplied by Baosteel

The world's largest floating wind turbine successfully launched

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CITIC Securities released a research report indicating that steel demand is gradually recovering after the holiday, with a significant downward trend in inventory. Last Friday, the apparent consumption of major steel varieties was 8.7541 million tons, an increase of 1.2398 million tons compared to the previous period, with a production of 8.5695 million tons, a decrease of 0.0636 million tons compared to the previous period, and a total inventory of 15.8226 million tons, a decrease of 0.1846 million tons compared to the previous period. Although the industry has been experiencing losses for a long time, the market-oriented clearing of supply has begun, and it is expected that the fundamentals of the steel industry will gradually improve

Shougang

Valin Steel

Cathay Securities and Haitong Securities: Steel demand recovers and grows after the holiday, inventory returns to a downward trend

Baosteel(600019.SH)