2月2日，中南股份跌5.32%，截至发稿，报2.49元/股，成交1.57亿元，换手率2.54%，总市值60.35亿 元。 资料显示，广东中南钢铁股份有限公司位于广东省韶关市曲江区马坝韶钢总部办公楼，成立日期1997年 4月29日，上市日期1997年5月8日，公司主营业务涉及钢铁产品的生产与销售。主营业务收入构成为： 螺纹钢36.51%，板材19.99%，钢坯14.81%，线材14.25%，基地管理，品牌运营7.46%，焦化产品及其他 6.98%。 数据显示，招商基金旗下1只基金位居中南股份十大流通股东。招商量化精选股票发起式A（001917） 三季度新进十大流通股东，持有股数1190万股，占流通股的比例为0.49%。根据测算，今日浮亏损失约 166.6万元。 截至发稿，王平累计任职时间15年230天，现任基金资产总规模214.46亿元，任职期间最佳基金回报 304.6%， 任职期间最差基金回报-70.61%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff. ...

国泰中证钢铁ETF（515210）基金经理为吴中昊。 截至发稿，吴中昊累计任职时间4年4天，现任基金资产总规模240.55亿元，任职期间最佳基金回报 126.21%， 任职期间最差基金回报-16.7%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，广东中南钢铁股份有限公司位于广东省韶关市曲江区马坝韶钢总部办公楼，成立日期1997年 4月29日，上市日期1997年5月8日，公司主营业务涉及钢铁产品的生产与销售。主营业务收入构成为： 螺纹钢36.51%，板材19.99%，钢坯14.81%，线材14.25%，基地管理，品牌运营7.46%，焦化产品及其他 6.98%。 从中南股份十大流通股东角度 数据显示，国泰基金旗下1只基金位居中南股份十大流通股东。国泰中证钢铁ETF（515210）三季度增 持773.52万股，持有股数1222.9万股，占流通股的比例为0.5%。根据测算，今日浮亏损失约171.21万 元 ...

格隆汇1月28日丨中南股份(000717.SZ)公布，预计2025年亏损100,000万元-120,000万元，扣非亏损 102,000万元-122,000万元。2025年，国内钢铁行业处于"减量发展、存量优化"深度调整期，供需矛盾仍 未有实质改善，总体呈现强供给、弱需求、高成本、低价格的运行态势，建材市场表现尤为疲软。公司 部分资产存在减值迹象，依据《企业会计准则第8号-资产减值》相关规定，拟对相关资产进行减值测 试，计提资产减值准备。面对行业不利局面，公司通过强化算账经营，聚焦采购和销售两端协同，推进 商务模式创新，提升经营确定性，加大力度推进原料及产品结构优化创效，打造极致能效和极致成本， 深化招标机制，持续强化降本增效和费用削减，各项举措协同发力，促进经营业绩改善。 ...

Core Viewpoint - The company expects a significant net loss for the year 2025, with projections indicating a loss of between 10.00 billion to 12.00 billion yuan for net profit attributable to shareholders, and a loss of 10.20 billion to 12.20 billion yuan for net profit after deducting non-recurring gains and losses [1] Industry Summary - The domestic steel industry is undergoing a deep adjustment period characterized by "reduction in quantity and optimization of stock," with persistent supply-demand contradictions and no substantial improvement in the overall situation [1] - The industry is currently facing a challenging environment with strong supply, weak demand, high costs, and low prices, particularly in the construction materials market, which is showing signs of weakness [1] Company Summary - The company has identified signs of asset impairment in some of its assets and plans to conduct impairment testing and make provisions for asset impairment in accordance with relevant accounting standards [1] - In response to the adverse industry conditions, the company is focusing on enhancing operational certainty through strengthened procurement and sales collaboration, promoting innovation in business models, and optimizing raw material and product structures to improve efficiency [1] - The company is committed to deepening its bidding mechanism and continuously strengthening cost reduction and efficiency enhancement measures to improve operational performance [1]

格隆汇1月28日｜中南股份公告，预计2025年净亏损10亿元—12亿元。2025年，国内钢铁行业处于"减量 发展、存量优化"深度调整期，供需矛盾仍未有实质改善，总体呈现强供给、弱需求、高成本、低价格 的运行态势，建材市场表现尤为疲软。 ...

Financial Performance - The company expects a net loss of between 1,000 million yuan and 1,200 million yuan for the year 2025, compared to a loss of 1,203.831 million yuan in the same period last year[1] - The expected loss per share ranges from 0.4126 yuan to 0.4951 yuan, compared to a loss of 0.4967 yuan per share in the previous year[1] - The financial data presented in the earnings forecast has not been audited by an accounting firm, and investors are advised to exercise caution[2] Industry Conditions - The steel industry is undergoing a deep adjustment period characterized by strong supply, weak demand, high costs, and low prices, particularly affecting the construction materials market[3] Operational Strategy - The company plans to conduct impairment tests on certain assets showing signs of impairment, in accordance with relevant accounting standards[3] - The company aims to enhance operational certainty by focusing on procurement and sales collaboration, innovating business models, and optimizing raw material and product structures[3] - Efforts will be made to improve operational performance through cost reduction and efficiency enhancement measures[3]

Market Performance - The steel sector saw an increase of 1.53% on January 23, with Jiugang Hongxing leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Individual Stock Performance - Jiugang Hongxing (600307) closed at 2.07, with a rise of 10.11% and a trading volume of 2.38 million shares, amounting to a transaction value of 473 million yuan [1] - Wujin Stainless Steel (603878) also saw a significant increase of 10.05%, closing at 8.98 with a trading volume of 525,500 shares [1] - Other notable performers included Sangang Min Guang (002110) with a 4.95% increase, Baogang Co. (600010) up 3.61%, and Anyang Steel (600569) up 3.24% [1] Capital Flow Analysis - The steel sector experienced a net inflow of 397 million yuan from main funds, while retail funds saw a net outflow of 169 million yuan [2] - Main funds showed significant net inflows in stocks like Baogang Co. (600010) with 194 million yuan and Jiugang Hongxing (600307) with 145 million yuan [3] - Conversely, retail investors had notable outflows from Jiugang Hongxing and Baogang Co., indicating a shift in investor sentiment [3]

Market Performance - The steel sector saw an increase of 1.92% on January 22, with Benxi Steel leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Individual Stock Performance - Benxi Steel (000761) closed at 3.52, up 5.07% with a trading volume of 470,900 shares and a turnover of 165 million yuan [1] - Other notable performers included: - Jiugang Hongxing (600307) at 1.88, up 5.03% [1] - Linggang Co. (600231) at 2.27, up 4.13% [1] - Chongqing Steel (601005) at 1.50, up 3.45% [1] - Anyang Steel (600569) at 2.47, up 3.35% [1] Capital Flow Analysis - The steel sector experienced a net outflow of 244 million yuan from main funds, while retail investors contributed a net inflow of 215 million yuan [1] - The table of capital flow indicates that: - Baosteel (600019) had a net inflow of 57.81 million yuan from main funds [2] - Chongqing Steel (601005) saw a net inflow of 46.50 million yuan from main funds [2] - Benxi Steel (000761) had a net inflow of 21.22 million yuan from main funds [2]

Group 1 - The steel sector saw an increase of 0.68% on January 21, with Xin Steel Co. leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the steel sector showed various performance metrics, with Xin Steel Co. closing at 4.03, up 2.54%, and Baosteel Co. at 7.21, down 0.69% [1][2] Group 2 - The steel sector experienced a net inflow of 80.51 million yuan from main funds, while retail funds saw a net inflow of 52.64 million yuan [2] - Major stocks like Baosteel Co. had a significant net outflow from retail investors amounting to 76.84 million yuan, despite a net inflow of 81.51 million yuan from main funds [3] - The trading volume for key stocks varied, with Baosteel Co. recording a transaction amount of 684 million yuan, while Xin Steel Co. had a transaction amount of 424 million yuan [1][2]

Core Viewpoint - Zhongnan Co., Ltd. has experienced a decline in stock price and revenue, with significant changes in shareholder structure and financial performance [1][2][3] Group 1: Stock Performance - As of January 16, Zhongnan's stock price decreased by 2.32% to 2.53 CNY per share, with a total market capitalization of 6.132 billion CNY [1] - Year-to-date, the stock has dropped 2.32%, with a 3.07% decline over the last five trading days and an 11.54% drop over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Zhongnan reported a revenue of 20.007 billion CNY, a year-on-year decrease of 13.27% [2] - The company recorded a net profit attributable to shareholders of -67.2424 million CNY, showing a year-on-year increase of 92.10% in losses [2] Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 9.97% to 90,800, while the average circulating shares per person increased by 11.07% to 26,681 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 32.5946 million shares, an increase of 2.6161 million shares from the previous period [3] - New institutional shareholders include招商量化精选股票发起式A and 申万宏源证券有限公司, while 海富通改革驱动混合 has exited the top ten circulating shareholders [3] Group 4: Business Overview - Zhongnan Co., Ltd. specializes in the production and sale of steel products, with its main revenue sources being rebar (36.51%), plates (19.99%), and steel billets (14.81%) [1] - The company is categorized under the steel industry, specifically in the sub-sector of general steel and long products [1]