应交易所要求,美/港股行情延时15分钟展示,下载APP即可免费查看实时行情。
关闭
01029 铁货
未开盘 09-22 11:47:52
0.405
+0.000
0.00%
最高
0.405
最低
0.405
成交量
4.80万
今开
0.405
昨收
0.405
日振幅
0.00%
总市值
7.76亿
流通市值
7.76亿
总股本
19.17亿
成交额
1.94万
换手率
0.00%
流通股本
19.17亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
铁货2026年中期业绩营收1.53亿美元,经调整净利润0.70百万美元
公告速递 · 09-22 08:07
铁货2026年中期业绩营收1.53亿美元,经调整净利润0.70百万美元
【券商聚焦】中信建投:需求持续偏弱,钢铁行业维持自律减产
金吾财讯 · 09-21 09:30
【券商聚焦】中信建投:需求持续偏弱,钢铁行业维持自律减产
铁货8月股份变动月报表:股本维持不变
公告速递 · 09-02
铁货8月股份变动月报表:股本维持不变
铁货(01029)发布中期业绩 股东应占溢利42.8万美元 同比扭亏为盈
智通财经 · 08-28
铁货(01029)发布中期业绩 股东应占溢利42.8万美元 同比扭亏为盈
铁货(01029.HK)发布中期业绩 股东应占溢利42.8万美元 同比扭亏为盈
智通财经 · 08-28
铁货(01029.HK)发布中期业绩 股东应占溢利42.8万美元 同比扭亏为盈
铁货(01029)2026年中期财报:营收1.53亿美元,经调整净利润0.7百万美元
公告速递 · 08-28
铁货(01029)2026年中期财报:营收1.53亿美元,经调整净利润0.7百万美元
铁货(01029)发布正面盈利预告:预计2026年上半年录得最高1百万美元净利
公告速递 · 08-21
铁货(01029)发布正面盈利预告:预计2026年上半年录得最高1百万美元净利
铁货(01029.HK)发盈喜,预期上半年股东应占溢利不超过100万美元 同比扭亏为盈
智通财经 · 08-21
铁货(01029.HK)发盈喜,预期上半年股东应占溢利不超过100万美元 同比扭亏为盈
铁货(01029.HK)拟8月21日举行董事会会议以批准中期业绩
中金财经 · 08-14
铁货(01029.HK)拟8月21日举行董事会会议以批准中期业绩
铁货(01029)拟于8月28日审议并公布截至2026年6月30日止半年业绩
公告速递 · 08-14
铁货(01029)拟于8月28日审议并公布截至2026年6月30日止半年业绩
铁货更新2026年7月股份变动月报表,股本维持稳定
公告速递 · 08-03
铁货更新2026年7月股份变动月报表,股本维持稳定
铁货更新2026年6月股份变动月报表,股本维持不变
公告速递 · 07-02
铁货更新2026年6月股份变动月报表,股本维持不变
【券商聚焦】中信建投:钢铁行业核心矛盾转向“减量发展约束下的结构分化”
金吾财讯 · 06-17
【券商聚焦】中信建投:钢铁行业核心矛盾转向“减量发展约束下的结构分化”
铁货更新2026年5月股份变动月报表,股本维持不变
公告速递 · 06-08
铁货更新2026年5月股份变动月报表,股本维持不变
【券商聚焦】国金证券:钢铁板块当前具备深度价值属性
金吾财讯 · 06-03
【券商聚焦】国金证券:钢铁板块当前具备深度价值属性
铁货授予董事股份购回授权,规模达已发行股本一成
公告速递 · 05-29
铁货授予董事股份购回授权,规模达已发行股本一成
铁货4月无新增发行或股份变动
公告速递 · 05-04
铁货4月无新增发行或股份变动
铁货(01029)2025年:产量提升推动车业务增长,年度亏损扩大
公告速递 · 04-28
铁货(01029)2025年:产量提升推动车业务增长,年度亏损扩大
【券商聚焦】中信证券:钢铁行业分级管理进入实操阶段
金吾财讯 · 04-14
【券商聚焦】中信证券:钢铁行业分级管理进入实操阶段
铁货3月无新增发行或股份变动
公告速递 · 04-01
铁货3月无新增发行或股份变动
暂无数据
公司概况
公司名称:
铁货
所属市场:
SEHK
上市日期:
--
主营业务:
铁江现货有限公司是一家主要从事生产及开发工业商品产品业务的投资控股公司。该公司通过四个业务分部进行运营。已投产矿场分部从事处于生产阶段的铁矿石项目业务。开发中矿场分部从事处于勘探及开发阶段的铁矿石项目业务。工程分部从事位于俄罗斯的内部工程及科学技术业务。其他分部主要从事在中国生产五氧化二钒及有关产品业务,以及从事其他类似项目。
发行价格:
--
{"stockData":{"symbol":"01029","market":"HK","secType":"STK","nameCN":"铁货","latestPrice":0.405,"timestamp":1790048872476,"preClose":0.405,"halted":0,"volume":48000,"delay":0,"changeRate":0,"floatShares":1917000000,"shares":1917000000,"eps":-0.1029,"marketStatus":"未开盘","change":0,"latestTime":"09-22 11:47:52","open":0.405,"high":0.405,"low":0.405,"amount":19440,"amplitude":0,"askPrice":0.405,"askSize":8000,"bidPrice":0.4,"bidSize":328000,"shortable":0,"etf":0,"ttmEps":-0.119,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1790127000000},"marketStatusCode":0,"adr":0,"listingDate":1287590400000,"exchange":"SEHK","adjPreClose":0.405,"openAndCloseTimeList":[[1790040600000,1790049600000],[1790053200000,1790064000000]],"volumeRatio":0.4536861998206124,"lotSize":4000,"spreadScale":0,"tradeCurrency":"HKD"},"requestUrl":"/m/hq/s/01029/tweets","defaultTab":"tweets","newsList":[{"id":"1109919357","title":"铁货2026年中期业绩营收1.53亿美元,经调整净利润0.70百万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1109919357","media":"公告速递","labels":["dataReport","SGX"],"top":1,"itemType":null,"share":"https://www.laohunote.com/m/news/1109919357?lang=zh_cn&edition=full","pubTime":"2026-09-22 08:07","pubTimestamp":1790035644,"startTime":"0","endTime":"0","summary":"截至2026年6月30日止六个月,铁货实现营收约1.53亿美元,同比增长24.9%。报告期内,经调整净利润为0.70百万美元,上一年同期为-2.98百万美元,同比大幅改善124.2%。同期,经调整EBITDA为11.60百万美元,同比增长73.2%。公司期内经营活动所用现金净额为2.07百万美元,而上年同期为取得净额0.09百万美元。同期,工程服务板块实现营收1.5万美元,较2025年同期减少80.5%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a3893e2538b44a4c9453f52433cb6ed2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"铁货2026年中期业绩营收1.53亿美元,经调整净利润0.70百万美元","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669913643","title":"【券商聚焦】中信建投:需求持续偏弱,钢铁行业维持自律减产","url":"https://stock-news.laohu8.com/highlight/detail?id=2669913643","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669913643?lang=zh_cn&edition=full","pubTime":"2026-09-21 09:30","pubTimestamp":1789954214,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投证券研究称,8月宏观数据呈现“生产稳、需求弱、结构新”的组合,对钢铁行业而言是需求端承压与供给端自律并存的一个月。往后看,“金九银十”传统旺季与地方专项债、重大工程推进有望带来需求边际改善,供给调控与“反内卷”导向也有利于行业秩序修复,但地产下行、基建负增长与库存同比偏高的现实,决定了钢价上行空间有限,行业景气的核心变量仍是终端需求能否实质回暖。在这一过程中,具备品种结构优势、靠近高端制造、能源转型与特钢赛道的钢企,将比单纯依赖建筑材的企业更快走出利润低谷,行业分化或进一步加剧。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992039","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00347","601066","BK1594","BK1568","01029","HK0000252152.HKD","00323","HK0000252160.HKD","00581","BK1505","BK0276","BK1225","HK0000500386.USD","00893","KCE","01053","PYZ","03788"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1140324162","title":"铁货8月股份变动月报表:股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1140324162","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1140324162?lang=zh_cn&edition=full","pubTime":"2026-09-02 17:12","pubTimestamp":1788340374,"startTime":"0","endTime":"0","summary":"铁江现货有限公司(股票代码:01029)于2026年9月2日发布截至2026年8月31日的股份变动月报表。报告显示,公司于本月底已发行普通股数量为1,916,922,882股,与上月底持平,未发生新增发行、购回、注销或库藏股变动,注册股本无变动。\n根据月报,铁货继续符合香港联合交易所有限公司的公众持股要求。报告亦显示,本月并无股份期权、权证及可换股票据等相关事项的变动或签订发行协议。\n公司在公告中确认已遵守香港联交所《上市规则》及其他适用法规。本次公告由公司秘书袁绍章签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662245034","title":"铁货(01029)发布中期业绩 股东应占溢利42.8万美元 同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2662245034","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662245034?lang=zh_cn&edition=full","pubTime":"2026-08-28 08:09","pubTimestamp":1787875791,"startTime":"0","endTime":"0","summary":"智通财经APP讯,铁货(01029)发布2026年中期业绩,该集团期内取得收益1.53亿美元,同比增加24.9%;公司拥有人应占溢利42.8万美元,同比扭亏为盈。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1487660.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01029","BK1225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662034241","title":"铁货(01029.HK)发布中期业绩 股东应占溢利42.8万美元 同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2662034241","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662034241?lang=zh_cn&edition=full","pubTime":"2026-08-28 08:09","pubTimestamp":1787875791,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1225","01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123007556","title":"铁货(01029)2026年中期财报:营收1.53亿美元,经调整净利润0.7百万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1123007556","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1123007556?lang=zh_cn&edition=full","pubTime":"2026-08-28 07:37","pubTimestamp":1787873821,"startTime":"0","endTime":"0","summary":"2026年上半年,铁货实现营收1.53亿美元,同比增长24.9%。经调整净利润为0.7百万美元,相比去年同期亏损3.0百万美元,本期成功扭亏为盈,增幅达124.2%。同期,经调整EBITDA达11.6百万美元,同比增长73.2%。管理费用方面,折旧前一般行政开支降至5.078百万美元,同比减少9.1%。K&S板块为主要收入来源,本期实现营收153.34百万美元,同比增长24.9%,增幅主要来自铁矿石销量上升17%及铁矿石价格提升7.8%;工程服务板块同期收入15,000美元,同比减少80.5%,对整体营收贡献有限。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"铁货(01029)2026年中期财报:营收1.53亿美元,经调整净利润0.7百万美元","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135529744","title":"铁货(01029)发布正面盈利预告:预计2026年上半年录得最高1百万美元净利","url":"https://stock-news.laohu8.com/highlight/detail?id=1135529744","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1135529744?lang=zh_cn&edition=full","pubTime":"2026-08-21 21:17","pubTimestamp":1787318241,"startTime":"0","endTime":"0","summary":"2026年8月21日,铁货有限公司公布正面盈利预告。公司董事会根据截至2026年6月30日止六个月的初步未经审核综合管理账目及现有资料,预计期内将实现本公司拥有人应占溢利不超过1百万美元;而上年同期则录得约1.02亿美元亏损。铁货预计将于2026年8月28日刊发截至2026年6月30日止六个月的中期业绩公告。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661626293","title":"铁货(01029.HK)发盈喜,预期上半年股东应占溢利不超过100万美元 同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2661626293","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661626293?lang=zh_cn&edition=full","pubTime":"2026-08-21 21:13","pubTimestamp":1787318011,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1225","01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659410195","title":"铁货(01029.HK)拟8月21日举行董事会会议以批准中期业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2659410195","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659410195?lang=zh_cn&edition=full","pubTime":"2026-08-14 07:27","pubTimestamp":1786663621,"startTime":"0","endTime":"0","summary":"格隆汇8月14日丨铁货(01029.HK)发布公告,董事会将于2026年8月21日召开会议,以考虑公司及其附属公司截至2026年6月30日止六个月的中期业绩,并授权董事会执行委员会(其中包括)考虑、落实及批准公司及其附属公司截至2026年6月30日止六个月的中期业绩。\r\n\r\n 执行委员会将于2026年8月28日(星期五)举行会议,藉以(其中包括)考虑、落实及批准刊发公司及其附属公司截至2026年6月30日止六个月的中期业绩。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260814/32334564.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1225","01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107717336","title":"铁货(01029)拟于8月28日审议并公布截至2026年6月30日止半年业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1107717336","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1107717336?lang=zh_cn&edition=full","pubTime":"2026-08-14 07:06","pubTimestamp":1786662372,"startTime":"0","endTime":"0","summary":"铁货(01029)14日公告称,董事会已决定于2026年8月21日召开会议,授权董事会执行委员会负责审议、落实及批准公司及附属公司截至2026年6月30日止六个月的中期业绩。随后,执行委员会将于2026年8月28日举行会议,审议并批准刊发上述中期业绩报告。公司主席兼非执行董事为Nikolai Levitskii;执行董事兼首席执行官为Denis Cherednichenko;独立非执行董事包括Dmitry Dobryak、Natalia Ozhegina、Alexey Romanenko及Vitaly Sheremet。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1139810686","title":"铁货更新2026年7月股份变动月报表,股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1139810686","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1139810686?lang=zh_cn&edition=full","pubTime":"2026-08-03 16:40","pubTimestamp":1785746407,"startTime":"0","endTime":"0","summary":"铁江现货有限公司于2026年8月3日公布截至2026年7月31日的股份变动月报表。公告显示,报告期内公司普通股已发行股数保持为1,916,922,882股,未有库藏股。注册股本方面无新增或变动情况。公司同样确认其公众持股量符合香港联合交易所有限公司的相关规定与要求。该公告由公司秘书袁绍章签署,并表示所有已进行及披露的发行活动均符合香港联交所《上市规则》及相关法律法规。公司也在月度报告中确认,目前整体资本状况稳定。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195851684","title":"铁货更新2026年6月股份变动月报表,股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1195851684","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1195851684?lang=zh_cn&edition=full","pubTime":"2026-07-02 16:56","pubTimestamp":1782982594,"startTime":"0","endTime":"0","summary":"铁江现货有限公司于2026年7月2日发布2026年6月股份变动月报表,报告期为截至2026年6月30日。根据月报显示,铁货本月末普通股已发行股份总数为1,916,922,882股,与上月底相比无增减变动,库存股份为0股,股本保持不变。此外,公告指出,铁货并未出现因股份期权、认股权证或可换股债券而导致的股本变动;公司各类承诺发行股份的权证、任何其他协议或安排亦无新增或变动。本次月报由公司秘书袁绍章代表董事会签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644906417","title":"【券商聚焦】中信建投:钢铁行业核心矛盾转向“减量发展约束下的结构分化”","url":"https://stock-news.laohu8.com/highlight/detail?id=2644906417","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2644906417?lang=zh_cn&edition=full","pubTime":"2026-06-17 12:28","pubTimestamp":1781670494,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投证券研究指,2026年钢铁行业的核心矛盾,已经从“总量扩张下的周期波动”,转向“减量发展约束下的结构分化”。因此,未来应聚焦三条主线:第一,受益于供给约束强化、成本回落与库存优化的低成本普钢龙头;第二,受益于制造业需求升级与出口结构改善的特钢龙头;第三,具备绿色低碳改造能力、碳成本承受力更强的头部企业,行业整体盈利大概率呈现“一季度筑底、二季度修复、下半年改善但弹性分化”的格局。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983992","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029","HK0000500386.USD","01053","00347","03788","BK1594","00893","HK0000252152.HKD","HK0000252160.HKD","BK1568","00581","601066","BK0276","00323","BK1505","BK1225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167381482","title":"铁货更新2026年5月股份变动月报表,股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1167381482","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1167381482?lang=zh_cn&edition=full","pubTime":"2026-06-08 12:06","pubTimestamp":1780891566,"startTime":"0","endTime":"0","summary":"铁货于2026年6月8日向香港联合交易所有限公司提交了截至2026年5月31日的证券变动月报表。本次公告显示,2026年5月期间,铁货已发行股份总数及库藏股份均维持不变。铁货在公告中披露,普通股的已发行股份数量于5月初为1,916,922,882股,库藏股份数目为0股,报告期末仍为1,916,922,882股,库藏股份数目保持为0股。公司确认报告期内未发生任何股份新增发行、购回或注销活动,股本规模维持稳定。公司表示,将继续按规定及时披露后续股本变动。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640739922","title":"【券商聚焦】国金证券:钢铁板块当前具备深度价值属性","url":"https://stock-news.laohu8.com/highlight/detail?id=2640739922","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2640739922?lang=zh_cn&edition=full","pubTime":"2026-06-03 09:13","pubTimestamp":1780449213,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国金证券研究认为,钢铁板块当前具备深度价值属性:历史复盘显示利润/价差对股价解释力优于商品价格;供给纪律比需求更关键,若Simandou放量叠加国内供给侧出清,2028年铁矿成本支撑或下移30美元/吨,长流程毛利中枢上移约300元/吨。头部钢企修复后ROE可达12%,投资回收期8-9年。当前高成本杠杆+低预期定价构成核心投资价值:吨净利50元、PE 15倍、无产量增长情形下,总收益空间约174%,3年年化收益约40%,困境反转钢企具备较高配置价值。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982882","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00581","600109","01053","HK0000252160.HKD","BK0201","01029","HK0000500386.USD","BK0183","00323","BK1568","BK0276","BK0028","BK0188","HK0000252152.HKD","BK0012","00347","00893","BK1505","BK1594","03788","BK1225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101366136","title":"铁货授予董事股份购回授权,规模达已发行股本一成","url":"https://stock-news.laohu8.com/highlight/detail?id=1101366136","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1101366136?lang=zh_cn&edition=full","pubTime":"2026-05-29 08:12","pubTimestamp":1780013536,"startTime":"0","endTime":"0","summary":"香港上市公司铁货公告称,董事会已提呈股份购回一般授权供股东大会审议,最高回购上限相当于公司于相关股东大会日期已发行股本的10%。据披露,公司目前已发行约1,916,922,882股股份,本次获授权的最高可回购股份约为191,692,288股。董事会指出,回购资金将根据适用香港法规及上市规则,从公司合法的可分配储备拨付,确保符合香港法例及相关监管规定。董事会强调,相关购回授权仍需在2026年6月23日举行的股东周年大会上以普通决议案表决通过。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"铁货授予董事股份购回授权,规模达已发行股本一成","news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132774403","title":"铁货4月无新增发行或股份变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1132774403","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1132774403?lang=zh_cn&edition=full","pubTime":"2026-05-04 17:31","pubTimestamp":1777887099,"startTime":"0","endTime":"0","summary":"铁货(股票代码:01029)于2026年5月4日披露截至2026年4月30日的股份变动月报表。公告显示,公司本月无新增发行、购回或注销股份,期末已发行股份(不含库藏股)总数仍为1,916,922,882股,库藏股份数量为0股,整体股本结构保持稳定。\n根据月报,公司在报告期内并无股份期权、权证或可转换债券相关活动,也未涉及任何回购或注销事宜。铁货同时确认截至报告期末已达成适用的公众持股量要求,遵守香港联合交易所有限公司《上市规则》及其他相关法律法规。\n上述月报由公司秘书袁绍章签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176048123","title":"铁货(01029)2025年:产量提升推动车业务增长,年度亏损扩大","url":"https://stock-news.laohu8.com/highlight/detail?id=1176048123","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1176048123?lang=zh_cn&edition=full","pubTime":"2026-04-28 07:43","pubTimestamp":1777333411,"startTime":"0","endTime":"0","summary":"铁货于报告期内在俄罗斯远东地区继续开展铁矿石开采、加工与销售业务,核心项目为K&S矿场,并通过Sutara等矿段扩大供给能力。以下为2025年度的主要经营与财务表现摘要:。报告期内,公司铁精矿产量约2,925,373吨,同比上升23.0%;销售量则约为2,928,251吨,同比增长25.0%,均主要来自K&S与Sutara项目的协同开发。总体而言,铁货在2025年度依托产能提升实现收入与销量增长,但受减值及开支影响而仍处于亏损。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"铁货(01029)2025年:产量提升推动车业务增长,年度亏损扩大","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627549874","title":"【券商聚焦】中信证券:钢铁行业分级管理进入实操阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2627549874","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2627549874?lang=zh_cn&edition=full","pubTime":"2026-04-14 09:58","pubTimestamp":1776131903,"startTime":"0","endTime":"0","summary":"随着新的行业规范条件下的企业分类发布,钢铁行业高质量发展开始进入“分级评价—名单公告—要素集聚”的实操阶段,行业管理逻辑由过去单纯强调产能合规,进一步转向对高端化、智能化、绿色化和效率能力的综合评价。维持钢铁行业“强于大市”评级。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978871","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0188","LU1064130708.USD","BK0028","01029","BK1564","BK0183","BK1147","LU0405327494.USD","LU1255011170.USD","LU2289578879.USD","BK1521","BK0196","LU0405327148.USD","00581","BK1594","HK0000252152.HKD","LU1781817850.SGD","LU2148510915.USD","BK1505","01053","00893","LU1997244956.HKD","LU1720050803.USD","LU1997245094.SGD","03788","LU1328615791.USD","LU1655091616.SGD","600030","BK1568","BK0012","BK1225","LU1794554557.SGD","LU1997245177.USD","LU2495084118.USD","LU1580142542.USD","HK0000252160.HKD","HK0000500386.USD","00347","06030","LU1064131003.USD","00323","BK1516","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1179661602","title":"铁货3月无新增发行或股份变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1179661602","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1179661602?lang=zh_cn&edition=full","pubTime":"2026-04-01 16:37","pubTimestamp":1775032625,"startTime":"0","endTime":"0","summary":"铁江现货有限公司(“铁货”,股票代码:01029)于2026年4月1日发布3月股份变动月报表,报告期为2026年3月。公告显示,公司于本月初和月末已发行股份数量均为1,916,922,882股,库藏股为0股,股本维持不变。\n根据月报,报告期内未发生任何股份发行、购回或注销活动,也无任何股份期权或股权激励计划的授出、行使或失效记录。公司确认遵守香港联交所《上市规则》及相关法律法规,已发行股份总数在本月保持稳定。\n据公告信息,本次月报由公司秘书袁绍章签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01029"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"websiteUrl":"http://www.ircgroup.com.hk","stockEarnings":[{"period":"1week","weight":0.0125},{"period":"1month","weight":-0.1},{"period":"3month","weight":-0.1},{"period":"6month","weight":-0.25},{"period":"1year","weight":-0.3672},{"period":"ytd","weight":-0.1474}],"compareEarnings":[{"period":"1week","weight":0.017},{"period":"1month","weight":-0.0354},{"period":"3month","weight":0.0716},{"period":"6month","weight":0.0093},{"period":"1year","weight":-0.0477},{"period":"ytd","weight":-0.0212}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"铁江现货有限公司是一家主要从事生产及开发工业商品产品业务的投资控股公司。该公司通过四个业务分部进行运营。已投产矿场分部从事处于生产阶段的铁矿石项目业务。开发中矿场分部从事处于勘探及开发阶段的铁矿石项目业务。工程分部从事位于俄罗斯的内部工程及科学技术业务。其他分部主要从事在中国生产五氧化二钒及有关产品业务,以及从事其他类似项目。","yearOnYearQuotes":[{"month":1,"riseRate":0.5625,"avgChangeRate":0.102839},{"month":2,"riseRate":0.4375,"avgChangeRate":0.039709},{"month":3,"riseRate":0.125,"avgChangeRate":-0.111559},{"month":4,"riseRate":0.625,"avgChangeRate":0.131967},{"month":5,"riseRate":0.1875,"avgChangeRate":-0.047214},{"month":6,"riseRate":0.1875,"avgChangeRate":-0.099863},{"month":7,"riseRate":0.625,"avgChangeRate":0.717753},{"month":8,"riseRate":0.25,"avgChangeRate":-0.083671},{"month":9,"riseRate":0.1875,"avgChangeRate":-0.088873},{"month":10,"riseRate":0.333333,"avgChangeRate":0.028189},{"month":11,"riseRate":0.3125,"avgChangeRate":0.060203},{"month":12,"riseRate":0.4375,"avgChangeRate":-0.004861}],"exchange":"SEHK","name":"铁货","nameEN":"IRC"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"铁货(01029)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供铁货(01029)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"铁货,01029,铁货股票,铁货股票老虎,铁货股票老虎国际,铁货行情,铁货股票行情,铁货股价,铁货股市,铁货股票价格,铁货股票交易,铁货股票购买,铁货股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"铁货(01029)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供铁货(01029)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}