证券代码：600282 证券简称：南钢股份 公告编号：临2025-051 南京钢铁股份有限公司 关于召开2025年半年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 8 月 28 日(星期四)上午 11:00-12:00 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） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 8 月 21 日(星期四)至 8 月 27 日(星期三)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）已于 2025 年 8 月 20 日发布《南 京钢铁股份有限公司 2025 年半年度报告》，为便于广大投资者更全面深入地了 解公司 202 ...

证券之星消息，8月20日普钢板块较上一交易日上涨0.89%，南钢股份领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。普钢板块个股涨跌见下表： 从资金流向上来看，当日普钢板块主力资金净流出2.79亿元，游资资金净流入6632.98万元，散户资金净 流入2.12亿元。普钢板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600282 | 南钢股份 | 4.72 | 5.59% | 98.23万 | | 4.62亿 | | 600581 | 八一钢铁 | 4.60 | 3.14% | 140.82万 | | 6.46亿 | | 000932 | 华菱钢铁 | 5.74 | 2.50% | 120.70万 | | 2006.9 | | 002110 | 三钢闽光 | 4.59 | 2.23% | 23.60万 | | 1.08亿 | | 600782 | 新钢股份 | 4.16 | 2.21% | 78.6 ...

证券日报网讯 8月19日晚间，南钢股份发布公告称，2025年上半年实现营业收入28，944，495，409.32 元，同比下降14.06%；归属于上市公司股东的净利润为1，463，086，369.70元，同比增长18.63%。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the news highlights the strong performance of dividend assets, particularly bank stocks, amidst a low interest rate environment, with a consensus on their long-term investment value [1][2] - As of August 18, 2025, 121 listed companies have announced cash dividend plans totaling 108.6 billion yuan, indicating a robust trend in mid-year dividends [1] - The China Securities Index Company notes that the dividend distribution characteristics this year include an increase in the number of companies distributing dividends, larger scales, a higher proportion of net profits, and enhanced sustainability and predictability [1] Group 2 - The CSI State-Owned Enterprises Dividend Index (000824) tracks 100 listed companies with high cash dividend yields and stable distributions, reflecting the overall performance of high-dividend securities among state-owned enterprises [2] - As of July 31, 2025, the top ten weighted stocks in the CSI State-Owned Enterprises Dividend Index account for 16.77% of the index, with significant contributors including COSCO Shipping Holdings (601919) and Jizhong Energy (000937) [2][4] - The National State-Owned Enterprises Dividend ETF (159515) closely follows the CSI State-Owned Enterprises Dividend Index, indicating a growing interest in dividend-focused investment products [2][4]

Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company reported a significant increase in quarterly profits, with a net profit of 1.463 billion yuan for the first half of 2025, representing an 18.63% year-on-year growth [1] - The company has shown a strong improvement in profit margins, with a net profit margin increasing to 5.75% in Q2 2025, benefiting from optimized product structure and agile operational strategies [1][2] - The company is transitioning towards high-end products, with advanced steel material sales accounting for 29.77% of total sales, up 2.64 percentage points year-on-year [2] Financial Performance - In the first half of 2025, the company achieved operating revenue of 28.944 billion yuan, a decrease of 14.06% year-on-year, while the net profit attributable to shareholders reached 1.463 billion yuan, an increase of 18.63% [1] - The company’s Q2 2025 net profit was 0.885 billion yuan, reflecting a year-on-year growth of 30.21% and a quarter-on-quarter growth of 52.94% [1] - The company’s financial projections indicate a recovery in revenue, with expected operating income of 67.849 billion yuan in 2025, a 9.8% year-on-year increase [4] Dividend Policy - The company plans to distribute a cash dividend of 1.186 yuan per 10 shares for the second half of 2025, totaling approximately 731 million yuan, which is 50% of the net profit attributable to shareholders for the first half of 2025 [3] Strategic Developments - The company has joined the CITIC Group, transitioning to a state-owned enterprise structure, which enhances resource sharing and operational synergies [3] - The company is focusing on high-end specialized plate and special steel long product manufacturing, which is expected to benefit from improvements in industry supply and demand dynamics [3]

Core Viewpoint - Nanjing Steel Co., Ltd. announced the convening of its 12th meeting of the 9th Board of Directors on August 19, 2025, via communication voting, where the 2025 semi-annual report and other documents were reviewed [2] Financial Performance - For the first half of 2025, Nanjing Steel's revenue composition was as follows: steel manufacturing and sales accounted for 62.34%, while other products and services made up 37.66% [2]

Core Viewpoint - Nanjing Steel Co., Ltd. reported a decrease in revenue for the first half of 2025, while net profit and earnings per share showed significant growth [2] Financial Performance - The company's operating revenue for the first half of 2025 was approximately 28.944 billion yuan, representing a year-on-year decrease of 14.06% [2] - The net profit attributable to shareholders was approximately 1.463 billion yuan, reflecting a year-on-year increase of 18.63% [2] - Basic earnings per share were 0.2373 yuan, which is an increase of 18.63% compared to the previous year [2]

Core Viewpoint - The company has approved a profit distribution plan for the first half of 2025, proposing a cash dividend of 1.186 yuan per 10 shares, which reflects a commitment to shareholder returns and aligns with regulatory requirements [1]. Group 1: Company Overview - The company is named Nanjing Steel Group Co., Ltd., with the stock code 600282 [5]. - The report period covers January to June 2025, with the report date being June 30, 2025 [2]. Group 2: Financial Data - The financial data for the reporting period is presented in RMB, but specific figures are not detailed in the provided text [2]. Group 3: Shareholder Information - The report includes information on the top 10 shareholders, although specific details are not provided in the text [2]. Group 4: Significant Events - The company’s associate, Jiangsu Tiangong Technology Co., Ltd., has received approval to publicly issue shares and list on the Beijing Stock Exchange, which may enhance the company's investment portfolio [3]. - The company has revised its articles of association to eliminate the supervisory board, transferring its responsibilities to the audit and internal control committee, in compliance with the new Company Law [5][6][8]. Group 5: Regulatory Compliance - The revision of the articles of association is in line with the new Company Law effective from July 1, 2024, and aims to improve corporate governance and operational standards [6][8].

Core Insights - South Steel Co., Ltd. reported a revenue of 28.944 billion yuan for the first half of 2025, a year-on-year decrease of 14.06%, while net profit attributable to shareholders increased by 18.63% to 1.463 billion yuan [1] - The company plans to distribute a cash dividend of 1.186 yuan per 10 shares, totaling 731 million yuan, which accounts for 50% of the net profit attributable to shareholders [1] Financial Performance - The sales volume of advanced steel materials reached 1.3372 million tons, representing 29.77% of total steel product sales, an increase of 2.64 percentage points year-on-year [2] - The gross margin for advanced steel materials was 20.26%, up by 2.32 percentage points, with a total gross profit of 1.367 billion yuan, accounting for 46.67% of the total gross profit from steel products, an increase of 3.19% [2] Operational Efficiency - The company implemented multi-dimensional cost reduction measures, achieving a cost reduction of 307 million yuan in the M-end process [1] - South Steel has fully realized ultra-low emissions across all processes and has been recognized as an A-level enterprise for environmental performance in Jiangsu Province for two consecutive years [2] Research and Development - The company has increased its R&D investment, focusing on overcoming technical bottlenecks in advanced steel materials and key strategic materials [1] - South Steel collaborated with Huawei to launch the "Steel Big Model" initiative, aiming for technological breakthroughs and ecological collaboration [2] Sustainability Initiatives - The company completed a carbon inventory based on ISO 14064 standards and received relevant certification for the first time [3] - South Steel obtained the first carbon financial loan in Jiangsu Province's steel industry, with a credit line of 300 million yuan [3]

Core Insights - South Steel Co., Ltd. reported a revenue of 28.944 billion yuan for the first half of 2025, a year-on-year decrease of 14.06%, while net profit attributable to shareholders increased by 18.63% to 1.463 billion yuan [2] - The company plans to distribute a cash dividend of 1.186 yuan per 10 shares, totaling 731 million yuan, which accounts for 50% of the net profit attributable to shareholders [2] Financial Performance - The sales volume of advanced steel materials reached 1.3372 million tons, representing 29.77% of total steel product sales, an increase of 2.64 percentage points year-on-year [3] - The gross profit margin for advanced steel materials was 20.26%, up by 2.32 percentage points, with a total gross profit of 1.367 billion yuan, accounting for 46.67% of total steel product gross profit, an increase of 3.19% [3] Operational Efficiency - The company implemented various cost-reduction measures, achieving a cost reduction of 307 million yuan in the M-end process through product structure optimization, model innovation, procurement cost reduction, and financial expense reduction [2] - South Steel has fully achieved ultra-low emissions across all processes and has been recognized as an A-level enterprise for environmental performance in Jiangsu Province for two consecutive years [3] Research and Development - The company has increased its R&D investment, focusing on overcoming technical bottlenecks in advanced steel materials and key strategic materials [2] - South Steel collaborated with Huawei to launch the "Steel Big Model" initiative, aiming for technological breakthroughs and ecological collaboration [3] Sustainability Initiatives - The company completed a carbon inventory based on ISO 14064 standards and received relevant certification for the first time [4] - South Steel obtained the first carbon financial loan of 300 million yuan in Jiangsu Province's steel industry [4]