人民财讯8月14日电，甬金股份（603995）8月14日晚间发布2025年半年度报告，上半年实现营业收入 201.25亿元，同比下降0.85%；归属于上市公司股东的净利润3.03亿元，同比下降29.14%。公司拟每10 股派发现金红利3元(含税)。上年同期因一次性的搬迁补偿收入1.27亿元，本期资产处置收益同比减少 1.31亿元。 ...

企查查APP显示，近日，浙江普鲁士甬金钛材有限公司成立，注册资本2000万元，经营范围包含：金属材料销售；金属制品销售；货物进出口；技术进出 口。企查查股权穿透显示，该公司由甬金股份（603995）等共同持股。 | ど合 日 | 全国企业信用查询 | 浙江普鲁士甬金钛材有限公司 | ×) 查一下 | | --- | --- | --- | --- | | 基本信息 11 | 法律诉讼 | 经营风险 | 经营信息 | | 法定代表人 | 李肖勇 | 登记状态 | 开业 | | | | 注册资本 | 2000万元 | | 组织机构代码 | MAET6761-7 | 工商注册号 | | | 企业类型 | 其他有限责任公司 | 营业期限 | 2025-08-14 至 无固对 | | 人员规模 | | 参保人数 | | | 所属地区 | 浙江省金华市永康市 | 登记机关 | 永康市市场监督管理 | | 国标行业 | 批发业（F51） V | 英文名 | | | 注册地址 | | 浙江省金华市永康市东城街道荆顶村荆山陈自然村东港路128号一楼南起第一间 | | | 经营范围 | | 一般项目: 金属材料销售; 金属制品销 ...

Market Overview - The special steel sector experienced a decline of 0.52% on August 12, with Xining Special Steel leading the drop [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Stock Performance - Notable stock performances include: - Xianglou New Material (301160) closed at 67.18, up 1.11% with a trading volume of 49,900 shares and a transaction value of 337 million [1] - Jinzhu Pipeline (002443) closed at 7.07, up 0.71% with a trading volume of 176,300 shares [1] - Xining Special Steel (600117) closed at 3.80, down 3.06% with a trading volume of 1,569,500 shares and a transaction value of 602 million [2] Capital Flow - The special steel sector saw a net outflow of 11.4651 million from institutional investors and 24.801 million from speculative funds, while retail investors had a net inflow of 36.2661 million [2] - Detailed capital flow for specific stocks includes: - Fangda Special Steel (600507) had a net outflow of 44.5179 million from institutional investors [3] - Xianglou New Material (301160) saw a net inflow of 15.41 million from institutional investors [3] - Sand Steel (002075) experienced a significant net outflow of 20.4262 million from institutional investors [3]

Investment Rating - The report maintains a "Buy" rating for several steel companies, including Hualing Steel, Baosteel, Nanjing Steel, and others, based on their projected earnings and valuation metrics [3]. Core Viewpoints - Steel demand is entering a seasonal downturn, with a focus on production restrictions in North China. The recent announcement of new coal safety regulations has led to rising prices in the coking coal sector. Despite high supply levels, steel mill profits are declining. Anticipation of production cuts around the September 3 military parade may temporarily suppress steel supply [3][6]. - Long-term capacity management remains a key theme, with a combination of market-oriented and administrative measures expected to optimize crude steel supply. The gradual release of new iron ore capacity is anticipated to restore profitability for steel companies [3][6]. Summary by Sections Price Trends - As of August 8, 2025, steel prices showed mixed trends. The price of 20mm HRB400 rebar in Shanghai was 3,330 CNY/ton, down 20 CNY/ton from the previous week. Hot-rolled steel increased by 40 CNY/ton to 3,470 CNY/ton, while cold-rolled steel rose by 10 CNY/ton to 3,870 CNY/ton [1][9]. Production and Inventory - The total production of five major steel varieties reached 8.69 million tons, an increase of 17,900 tons week-on-week. Rebar production rose by 101,200 tons to 2.2118 million tons. Total social inventory increased by 201,600 tons to 9.6149 million tons [2][3]. Profitability - Steel profits have decreased, with estimated gross margins for rebar, hot-rolled, and cold-rolled steel declining by 67 CNY/ton, 16 CNY/ton, and 28 CNY/ton respectively. Electric arc furnace steel margins also fell by 22 CNY/ton [1][3]. Investment Recommendations - The report recommends several companies for investment: Hualing Steel, Baosteel, Nanjing Steel in the flat steel sector; Xianglou New Materials, CITIC Special Steel, Yongjin Co. in the special steel sector; and Jiuli Special Materials, Youfa Group, Wujin Stainless in the pipe materials sector. It also suggests monitoring high-temperature alloy companies like Fushun Special Steel [3][6].

| 601139 | 深圳燃 | 0.92 | 0.30 | 6.57 | 6.61 | 0.63 | | --- | --- | --- | --- | --- | --- | --- | | | 气 | | | | | | | 002813 | 路畅科 | 1.36 | 2.69 | 24.37 | 24.52 | 0.63 | | | 技 | | | | | | | 000966 | 长源电 | 0.66 | 0.71 | 4.58 | 4.60 | 0.45 | | | 力 | | | | | | | 601158 | 重庆水 | 0.43 | 0.12 | 4.70 | 4.72 | 0.35 | | | 务 | | | | | | | 000875 | 吉电股 | 1.35 | 0.84 | 5.24 | 5.25 | 0.25 | | | 份 | | | | | | | 002032 | 苏泊尔 | 0.21 | 0.08 | 51.32 | 51.39 | 0.14 | | 002157 | 正邦科 | 0.70 | 0.38 | 2.87 | 2.87 | 0.12 | | | 技 | | ...

Market Overview - The Shanghai Composite Index is at 3636.69 points, slightly down by 0.08%, with a total trading volume of 802.9 billion yuan [1] - 21 A-shares have surpassed their annual line today, with notable stocks showing significant deviation rates [1] Stocks with Significant Deviation Rates - *ST Yitong has a deviation rate of 2.59%, with a price increase of 4.74% and a turnover rate of 2.93% [1] - Landun Optoelectronics shows a deviation rate of 1.97%, with a price increase of 6.14% and a turnover rate of 10.07% [1] - Guodian Power has a deviation rate of 1.53%, with a price increase of 1.52% and a turnover rate of 0.48% [1] Stocks with Smaller Deviation Rates - Pumen Technology and Jinlang Technology have just crossed the annual line with minor deviation rates of 0.06% and 0.13% respectively [2] - Longi Green Energy has a deviation rate of 0.20%, with a price increase of 0.25% [2]

Investment Rating - The report maintains a "Buy" rating for several companies in the steel sector, including Hualing Steel, Baosteel, Nanjing Steel, and others, indicating a positive outlook for their performance [3][4]. Core Insights - The macroeconomic environment is stabilizing, with demand entering a seasonal lull. The political bureau meeting emphasized "anti-involution" and the need for orderly competition in key industries, shifting focus from price increases to rational competition and profit improvement [3][4]. - Short-term steel demand is expected to decline seasonally, leading to potential price corrections. However, long-term capacity governance remains a key theme, with expectations for improved profitability in steel companies as supply dynamics optimize [3][4]. - The report highlights a mixed performance in steel production and inventory levels, with total steel production rising to 8.67 million tons, while social inventory increased by 153,400 tons to 9.41 million tons [2][3]. Summary by Sections Price Trends - As of August 1, steel prices have decreased, with rebar priced at 3,350 CNY/ton (down 100 CNY), hot-rolled steel at 3,430 CNY/ton (down 120 CNY), and cold-rolled steel at 3,860 CNY/ton (down 40 CNY) [1][10][11]. Production and Inventory - Total production of five major steel products reached 8.67 million tons, with rebar production decreasing by 9,000 tons to 2.11 million tons. Social inventory rose by 153,400 tons to 9.41 million tons, indicating a mixed inventory situation [2][3]. Profitability - Steel profitability showed fluctuations, with long-process rebar and hot-rolled steel margins changing by +20 CNY/ton and -14 CNY/ton respectively. Short-process electric arc furnace steel margins increased by +38 CNY/ton [1][3]. Investment Recommendations - The report recommends several companies for investment, including Hualing Steel, Baosteel, Nanjing Steel in the flat steel sector, and Xianglou New Materials, CITIC Special Steel in the special steel sector, among others [3][4].

证券时报•数据宝统计，截至发稿，甬金股份收盘价为17.82元，下跌0.17%，本期筹码集中以来股价累 计上涨1.71%。具体到各交易日，4次上涨，6次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入93.89亿元，同比增长0.89%，实现净利润1.04 亿元，同比下降15.41%，基本每股收益为0.2800元，加权平均净资产收益率1.79%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：甬金股份最新股东户数环比下降9.18% 筹码趋向集中） 甬金股份8月1日披露，截至7月31日公司股东户数为19664户，较上期（7月20日）减少1987户，环比降 幅为9.18%。这已是该公司股东户数连续第2期下降。 ...

Group 1 - The stock price of Yongjin Co., Ltd. is reported at 17.85 yuan as of July 31, 2025, reflecting a decline of 1.87% from the previous trading day [1] - The opening price for the day was 18.15 yuan, with a lowest point of 17.73 yuan, and the trading volume reached 120 million yuan [1] - The company specializes in the research, production, and sales of cold-rolled stainless steel strips, which are widely used in appliances, architectural decoration, and medical devices [1] Group 2 - As of July 18, 2025, the number of shareholders for Yongjin Co., Ltd. was reported at 21,700, a decrease of 827 shareholders or 3.68% from July 10 [1] - The number of shares held through the Shanghai Stock Connect is 12.4842 million, accounting for 3.41% of the circulating share capital [1] - On July 31, 2025, there was a net outflow of 2.29 million yuan in principal funds [1]

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, while supply-side adjustments are beginning to show, indicating that the steel industry is slowly emerging from its low point [3]. - The report anticipates that if supply policies are implemented, the speed of supply contraction will accelerate, leading to a quicker recovery in the industry [3]. - The profitability of steel companies has improved, with the average gross profit per ton of rebar rising to 330.1 CNY/ton, an increase of 131.5 CNY/ton [36]. Summary by Sections Steel Market Overview - Last week, the apparent consumption of five major steel products was 8.6813 million tons, a decrease of 1.98 million tons week-on-week [24]. - The total inventory of steel was 13.365 million tons, down 1.16 million tons week-on-week, maintaining the lowest level for the same period in recent years [5]. - The operating rate of blast furnaces among 247 steel mills was 83.46%, unchanged from the previous week [32]. Raw Materials - The spot price of iron ore increased by 4 CNY/ton to 779 CNY/ton, a rise of 0.52% [48]. - The total inventory of iron ore at ports rose to 137.9038 million tons, a slight increase of 0.04% [49]. - The average available days of imported iron ore for 64 domestic steel companies increased to 21 days, up by 1 day from the previous week [49]. Profitability and Production - The average gross profit for hot-rolled coils rose to 244.1 CNY/ton, an increase of 113.5 CNY/ton [36]. - The profitability rate of 247 steel companies was 63.64%, up 3.47% from the previous week [32]. - The total steel production last week was 8.6697 million tons, a decrease of 1.22 million tons week-on-week [33]. Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel and Hualing Steel, as well as low-cost firms like Fangda Special Steel and New Steel [5].