登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600282 证券简称：南钢股份公告编号：临2025-057 会议召开时间：2025年10月28日(星期二)上午10:00-11:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/，以下简称上证路演 中心，下同） 会议召开方式：上证路演中心网络互动 投资者可于2025年10月21日(星期二)至10月27日(星期一)16:00前登录上证路演中心网站首页点击"提问 预征集"栏目或通过公司投资者关系邮箱IR@600282.net进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 南京钢铁股份有限公司（以下简称公司）将于2025年10月25日发布《南京钢铁股份有限公司2025年第三 季度报告》，为便于广大投资者更全面深入地了解公司2025年第三季度经营成果、财务状况，公司计划 于2025年10月28日（星期二）上午10:00-11:00举行2025年第三季度业绩说明会，就投资者关心的问题进 行交流。 一、 说明会类型 南京钢铁股份有限公司 关于召开2025年第三季度业绩说明会的预告公告 ...

会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/，以下简称上证路演中心，下同） 证券代码：600282 证券简称：南钢股份 公告编号：临2025-057 南京钢铁股份有限公司 关于召开2025年第三季度业绩说明会的预告公告 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法律责任。 重要内容提示： 会议召开时间：2025 年 10 月 28 日(星期二)上午 10:00-11:00 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 21 日(星期二)至 10 月 27 日(星期一)16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司投资者关系邮箱 IR@600282.net 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 南京钢铁股份有限公司（以下简称公司）将于 2025 年 10 月 25 日发布《南 京钢铁股份有限公司 2025 年第三季度报告》，为便于广大投资者更全面深入地 ...

资金面上看，今日可燃冰概念板块获主力资金净流入3.05亿元，其中，6股获主力资金净流入，5股主力 资金净流入超千万元，净流入资金居首的是神开股份，今日主力资金净流入1.61亿元，净流入资金居前 的还有中国石化、石化机械、德石股份等，主力资金分别净流入6533.08万元、5101.46万元、4242.91万 元。 资金流入比率方面，神开股份、石化机械、德石股份等流入比率居前，主力资金净流入率分别为 44.51%、24.72%、17.80%。（数据宝） 可燃冰概念资金流入榜 截至10月20日收盘，可燃冰概念上涨3.86%，位居概念板块涨幅第2，板块内，10股上涨，德石股份20% 涨停，神开股份、石化机械等涨停，潜能恒信、海默科技、新锦动力等涨幅居前，分别上涨3.63%、 3.57%、2.21%。跌幅居前的有南钢股份、广州发展、中集集团等，分别下跌0.58%、0.14%、0.12%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 培育钻石 | 6.69 | 黄金概念 | -2.09 | | 可燃冰 | 3.86 ...

转型实践为传统产业转型升级提供优秀范例 向"新"而行"模范生"，"智造"南钢获央视关注 南报网讯（记者 刘安琪 通讯员 邵启明） "南京钢铁的转型实践为传统产业转型升级提供了优秀范例。"10月17日，央视《焦点访谈》栏目播出《非凡"十四 五"：向"新"而行 迈向制造强国》专题节目，南钢作为传统产业转型升级的"模范生"，在节目中亮相。据了解，在数字化赋能下，南钢全流程数据都在围 绕"共赢"精密运算，实现快速响应、精准匹配全球客户需求，加工成本下降20%，生产周期压缩一半以上。 在南钢智能化工厂的智慧大屏上，实时跳动着生产数据和来自世界各地的订单。一笔刚刚录入系统的耐磨钢订单，仅用30秒，人工智能便计算出最优方案 ——来自澳大利亚、非洲最经济的配矿，加入智慧研发的合金成分，产线自动切换，工人轻点鼠标即可实现智慧炼钢。 央视报道中指出，创建于1958年的南京钢铁，走过了从传统钢铁制造到自动化再到智能制造的转型之路。实体经济与数字经济加速融合，是"十四五"高质量 发展的鲜明特色。南钢的智能工厂是实体经济与数字经济融合的一个范例。2021年12月，南京钢铁股份有限公司被评为国家"智能制造示范工厂"。如今，近 1万平方米 ...

Investment Rating - The report maintains a rating of "Buy" for the steel industry [5]. Core Insights - The steel industry is experiencing a shift in focus from demand to supply as countries enter a mature industrialization phase. The overall economy is expected to remain stable, with potential for recovery in the steel sector [2][4]. - The report highlights the importance of government fiscal policies in influencing trade balances and commodity prices, particularly gold, which is seen as a counter to the U.S. dollar's credit [2]. - The report emphasizes the need for steel mills to implement production cuts effectively to stabilize the market and improve valuations of certain companies within the industry [2][4]. Supply Analysis - The average daily pig iron production has slightly decreased to 2.409 million tons, with a decline in rebar and hot-rolled coil production [11]. - The capacity utilization rate for blast furnaces across 247 steel mills is reported at 90.3%, a slight decrease of 0.2 percentage points from the previous period [16]. - The total inventory of five major steel products has decreased by 1.2% week-on-week, indicating a tightening supply [23]. Demand Analysis - Apparent consumption of five major steel products has rebounded by 16.5% week-on-week, although it remains down 2.0% year-on-year [47]. - Rebar demand has shown a significant increase of 43.5% week-on-week, while overall building material transactions have decreased by 6.3% [37][38]. Price and Profitability - The report notes a slight decline in the current steel prices, with the Myspic comprehensive steel price index down by 1.5% week-on-week [69]. - The current profit margins for long-process rebar and hot-rolled products are negative, indicating pressure on profitability [70]. Key Companies - The report recommends several companies for investment, including: - Hualing Steel (华菱钢铁) [8] - Nanjing Steel (南钢股份) [8] - Baosteel (宝钢股份) [8] - New Steel (新钢股份) [8] - Jiuli Special Materials (久立特材) [8] - Yongjin Co., Ltd. (甬金股份) [8] - Changbao Steel (常宝股份) [8] - Wujin Stainless Steel (武进不锈) [2][8].

Investment Rating - The report maintains a "Buy" recommendation for several steel companies, including Hualing Steel, Baosteel, Nanjing Steel, and others [3][4]. Core Insights - Steel prices have slightly declined, with the price of 20mm HRB400 rebar in Shanghai at 3210 CNY/ton, down 50 CNY/ton from the previous week [1][11]. - The report highlights a decrease in steel production and inventory levels, with total production of the five major steel products at 8.57 million tons, a decrease of 63,600 tons week-on-week [2][3]. - The report emphasizes the importance of the upcoming "14th Five-Year Plan" meeting, which is expected to guide long-term economic development and capacity regulation in the steel industry [3][8]. Summary by Sections Price Trends - As of October 17, steel prices have shown a downward trend, with specific price changes for various steel products, including a 120 CNY/ton decrease for hot-rolled steel [1][12]. Production and Inventory - The total inventory of the five major steel products decreased by 23,800 tons to 11.2451 million tons, with a notable reduction in rebar inventory [2][3]. Profitability - Steel margins have decreased, with rebar, hot-rolled, and cold-rolled steel margins down by 36 CNY/ton, 55 CNY/ton, and 17 CNY/ton respectively [1][3]. Investment Recommendations - The report recommends several companies for investment, including Hualing Steel, Baosteel, and Nanjing Steel in the general steel sector, and specific companies in the special steel and pipe sectors [3][4].

Group 1: Achievements in Manufacturing and Shipbuilding - During the "14th Five-Year Plan" period, China's manufacturing industry has shown significant growth, with total industrial added value increasing from 31.3 trillion yuan to 40.5 trillion yuan, and manufacturing added value rising from 26.6 trillion yuan to 33.6 trillion yuan [3][4] - The construction of large cruise ships is a comprehensive test of a country's shipbuilding capabilities, with China forming a design and construction capability for large cruise ships and establishing a Chinese standard system for the cruise industry [2] - The successful launch of the domestically produced electromagnetic aircraft carrier Fujian marks a new height in China's naval equipment capabilities, while large LNG carriers have gained a leading position in the global market [2] Group 2: Innovation and Transformation in Manufacturing - Innovation is the primary driving force for China's manufacturing transformation, with R&D expenditure in large-scale manufacturing enterprises exceeding 1.6% of operating income [5] - The transition from "manufacturing" to "intelligent manufacturing" is evident, with over 50% of new industrial robot installations globally occurring in China [8] - The integration of digital and physical economies is a notable feature of high-quality development during the "14th Five-Year Plan," with over 459.8 million 5G base stations established [7][8] Group 3: Role of SMEs and Specialized Enterprises - Over 10,000 specialized and innovative SMEs have been added since the "14th Five-Year Plan," contributing significantly to employment, with over 128 million workers in scale SMEs [11] - Specialized and innovative enterprises are crucial for industrial development and are seen as the backbone of the economy, enhancing the stability and safety of industrial and supply chains [10][11] - The number of registered SMEs in China has exceeded 60 million, with an average annual increase of over 4 million since 2021, indicating a robust growth in this sector [10]

10月16日，南钢股份盘中下跌2.04%，截至13:06，报5.28元/股，成交1.10亿元，换手率0.33%，总市值 325.52亿元。 资金流向方面，主力资金净流出288.58万元，特大单买入585.49万元，占比5.34%，卖出729.88万元，占 比6.66%；大单买入1509.28万元，占比13.76%，卖出1653.46万元，占比15.08%。 南钢股份今年以来股价涨17.70%，近5个交易日涨2.13%，近20日涨8.17%，近60日涨19.70%。 分红方面，南钢股份A股上市后累计派现134.36亿元。近三年，累计派现49.54亿元。 机构持仓方面，截止2025年6月30日，南钢股份十大流通股东中，红利低波（512890）位居第五大流通 股东，持股9600.81万股，相比上期增加1592.68万股。华泰柏瑞上证红利ETF（510880）位居第六大流 通股东，持股9037.52万股，相比上期减少1867.20万股。香港中央结算有限公司位居第七大流通股东， 持股7572.76万股，相比上期减少1484.29万股。嘉实价值精选股票A（005267）位居第八大流通股东， 持股4614.56万股，相比上 ...

Core Viewpoint - Nanjing Steel Co., Ltd. (Nanjing Steel) has evolved from a key player in Jiangsu's steel industry to a core member of CITIC Group's advanced materials sector, aligning its development with national strategies during the "14th Five-Year Plan" period [1][2]. Historical Development - Nanjing Steel was established in 1958 and became a significant contributor to Jiangsu's steel industry, marking the beginning of modern steel production in the region [2]. - The company was listed on the Shanghai Stock Exchange in 2000, initiating its capitalized development journey [1]. High-end Development - Nanjing Steel focuses on high-end manufacturing and import substitution, producing specialized steel products with advanced properties [2]. - The company has established a global innovation network, collaborating with 82 research institutions across 12 countries, and maintains a research and development investment ratio exceeding 3% for several years [3]. - Nanjing Steel's products have been recognized in various national projects, including supplying steel for major infrastructure like the "Aida Magic City" cruise ship and the Baihetan Hydropower Station [3][4]. Intelligent Transformation - The company aims to create a "smart enterprise" by digitizing all business processes and integrating industrial intelligence [6]. - Nanjing Steel has built a smart operation center that enhances efficiency and reduces costs through digital transformation [6][8]. Green Development - Nanjing Steel aspires to be a leader in global green steel production, achieving low emissions and being recognized as a national-level green factory [9][11]. - The company has set ambitious goals for carbon peak by 2030 and carbon neutrality by 2050, implementing various energy efficiency and renewable energy projects [9][11]. Financial Performance - Nanjing Steel has consistently maintained strong financial performance, with a return on equity (ROE) steadily increasing and cumulative cash dividends exceeding 136 billion yuan since its listing [11].

Group 1 - On October 13, brokerages set target prices for listed companies, with notable increases for Fuliwang, Huguang Co., and Nengke Technology, showing target price increases of 34.45%, 33.69%, and 30.03% respectively, across the consumer electronics, automotive parts, and IT services industries [1] - A total of 17 listed companies received brokerage recommendations on October 13, including Nanjing Steel, Wumart New Energy, and Lianhua Technology, each receiving one recommendation [2] - Northeast Securities upgraded the rating of Xinyi Chang from "Hold" to "Buy" on October 13 [2] Group 2 - Tianfeng Securities downgraded the rating of Hualu Hengsheng from "Buy" to "Hold" on October 13 [3] - On October 13, brokerages initiated coverage on 7 companies, with Nanjing Steel receiving an "Accumulate" rating from Industrial Securities, and Huguang Co. receiving a "Buy" rating from Everbright Securities [4][5] - The newly covered companies include Nanjing Steel, Kaishan Co., Fuliwang, Huguang Co., Shanghai Yizhong, SMIC, and Yingshi Innovation, with ratings ranging from "Accumulate" to "Buy" across various industries [5]