浙江金洲管道科技股份有限公司 2025 年第三季度报告 证券代码：002443 证券简称：金洲管道 公告编号：2025-038 浙江金洲管道科技股份有限公司 2025 年第三季度报告 本公司及除董事周学民外的董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 董事周学民因公司 2025 年第三季度报告未经会计师事务所审计，不能保证公告内容真实、准确、完 整。 重要内容提示： 1.董事会、监事会及除周学民外的董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 董事周学民因公司 2025 年第三季度报告未经会计师事务所审计，无法保证季度报告内容的真实、准确、 完整。请投资者特别关注。 □是 否 1 浙江金洲管道科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一）主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是否 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 ...

Group 1 - The company's Q3 revenue reached 1.159 billion yuan, representing a year-on-year increase of 8.91% [1] - The net profit for Q3 was 35.9177 million yuan, showing a significant year-on-year growth of 58.72% [1] - For the first three quarters, the company's revenue totaled 3.179 billion yuan, reflecting a year-on-year decline of 6.73% [1] Group 2 - The net profit for the first three quarters was 93.7451 million yuan, which is a year-on-year decrease of 23.75% [1]

Market Overview - The special steel sector experienced a decline of 0.46% on October 24, with Xining Special Steel leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Notable gainers in the special steel sector included: - Xianglou New Materials (301160) with a closing price of 63.21, up 6.70% and a trading volume of 60,100 shares, totaling 376 million yuan [1] - Jinzhu Pipeline (002443) closed at 8.70, up 4.82% with a trading volume of 313,900 shares, totaling 270 million yuan [1] - Decliners included: - Xining Special Steel (600117) closed at 3.15, down 3.37% with a trading volume of 540,600 shares, totaling 171 million yuan [2] - Taiyuan Iron & Steel (000825) closed at 4.05, down 1.70% with a trading volume of 448,500 shares, totaling 182 million yuan [2] Capital Flow - The special steel sector saw a net inflow of 14.53 million yuan from institutional investors, while retail investors experienced a net outflow of 90.53 million yuan [2] - Key stocks with significant capital flow included: - Jinzhu Pipeline (002443) had a net inflow of 49.17 million yuan from institutional investors, but a net outflow of 44.99 million yuan from retail investors [3] - Taiyuan Iron & Steel (000825) recorded a net inflow of 14.33 million yuan from institutional investors, with a net outflow of 22.01 million yuan from retail investors [3]

数据显示，广发基金旗下1只基金位居金洲管道十大流通股东。广发多因子混合（002943）二季度新进 十大流通股东，持有股数344.66万股，占流通股的比例为0.66%。根据测算，今日浮盈赚取约151.65万 元。 10月24日，金洲管道涨5.3%，截至发稿，报8.74元/股，成交9873.11万元，换手率2.23%，总市值45.49 亿元。 资料显示，浙江金洲管道科技股份有限公司位于浙江省湖州市吴兴区湖浔大道3555号，成立日期2002年 7月31日，上市日期2010年7月6日，公司主营业务涉及焊接钢管产品研发、制造及销售。主营业务收入 构成为：民用钢管类64.76%，工业用钢管类31.30%，废料及其他3.94%。 从金洲管道十大流通股东角度 截至发稿，唐晓斌累计任职时间10年308天，现任基金资产总规模147.74亿元，任职期间最佳基金回报 381.19%， 任职期间最差基金回报-34.08%。 杨冬累计任职时间4年116天，现任基金资产总规模150.65亿元，任职期间最佳基金回报103.47%， 任职 期间最差基金回报1.85%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现 ...

Market Overview - The special steel sector increased by 0.23% on October 22, with Fangda Special Steel leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Fangda Special Steel (600507) closed at 5.57, up 2.77% with a trading volume of 315,700 shares and a turnover of 175 million yuan [1] - Other notable performers include: - Shengde Zhengtai (300881) at 35.29, up 2.20% [1] - Fushun Special Steel (665009) at 5.30, up 1.92% [1] - Jinzhu Pipeline (002443) at 8.48, up 1.44% [1] - Xining Special Steel (600117) at 3.28, up 1.23% [1] Capital Flow - The special steel sector saw a net inflow of 34.18 million yuan from institutional investors, while retail investors experienced a net outflow of 36.31 million yuan [2][3] - The capital flow for key stocks includes: - Fushun Special Steel with a net inflow of 28.63 million yuan from institutional investors [3] - Jiu Li Special Materials (002318) with a net inflow of 16.07 million yuan [3] - Fangda Special Steel with a net inflow of 6.93 million yuan from institutional investors [3]

Core Viewpoint - Shagang Group's subsidiary, Shagang Jinzhou Pipeline Co., has successfully undertaken the hydrogen long-distance pipeline project from Daqiao Banner to Baotou City, marking a significant advancement in hydrogen energy transportation in China [1] Group 1: Project Details - The pipeline project spans approximately 195 kilometers with a design pressure of 6.3 MPa and a diameter of DN457 [1] - The annual hydrogen transportation capacity of the pipeline is set to reach 100,000 tons [1] Group 2: Industry Significance - This project is a core branch of Inner Mongolia's "one main, double ring, four exports" green hydrogen transportation network [1] - It represents the first commercially operated pure hydrogen long-distance pipeline project in Northwest China, indicating a major breakthrough for Shagang in the hydrogen energy sector [1]

Market Performance - The special steel sector increased by 1.09% on October 21, with Jinzhou Pipeline leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Individual Stock Performance - Jinzhou Pipeline (002443) closed at 8.36, up 6.23% with a trading volume of 249,200 shares and a turnover of 206 million yuan [1] - Changbao Co. (002478) closed at 6.33, up 4.46% with a trading volume of 397,100 shares and a turnover of 251 million yuan [1] - Shagang Group (002075) closed at 5.61, up 1.81% with a trading volume of 305,800 shares and a turnover of 171 million yuan [1] - Other notable performances include Taigang Stainless (000825) up 1.73% and Fangda Special Steel (600507) up 1.12% [1] Capital Flow Analysis - The special steel sector saw a net inflow of 8.93 million yuan from institutional investors, while retail investors contributed a net inflow of 10.64 million yuan [2] - The sector experienced a net outflow of 19.57 million yuan from speculative funds [2] Detailed Capital Flow for Key Stocks - Jinzhou Pipeline (002443) had a net inflow of 16.46 million yuan from institutional investors, while it faced a net outflow of 3.39 million yuan from speculative funds [3] - Shagang Group (002075) saw a net inflow of 15.62 million yuan from institutional investors, but a net outflow of 17.73 million yuan from speculative funds [3] - Fangda Special Steel (600507) had a net inflow of 4.64 million yuan from institutional investors, with a net outflow of 6.74 million yuan from speculative funds [3]

Core Insights - The special steel sector experienced a 0.5% increase on October 20, with Jiuli Special Materials leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Special Steel Sector Performance - Jiuli Special Materials (002318) closed at 25.47, with a rise of 2.87% and a trading volume of 160,300 shares, totaling a transaction value of 406 million yuan [1] - Xianglou New Materials (301160) closed at 58.88, up 2.54%, with a trading volume of 27,300 shares and a transaction value of 162 million yuan [1] - Shengde Zhengtai (300881) closed at 34.33, increasing by 1.18%, with a trading volume of 12,900 shares and a transaction value of 44.03 million yuan [1] - Fushun Special Steel (600399) closed at 5.16, up 0.58%, with a trading volume of 207,700 shares and a transaction value of 107 million yuan [1] - Other notable performances include Xining Special Steel (600117) at 3.21 (+0.31%), Taiyuan Iron & Steel (000825) at 4.04 (+0.25%), and Jinzou Pipeline (002443) at 7.87 (+0.13%) [1] Capital Flow Analysis - The special steel sector saw a net inflow of 44.69 million yuan from main funds, while retail funds experienced a net outflow of 37.27 million yuan [2] - The overall capital flow indicates a mixed sentiment among different investor types, with main funds showing interest while retail investors withdrew [2]

Core Viewpoint - The stock of Jinzhu Pipeline has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 42.18%, indicating volatility in market performance [1]. Financial Performance - For the first half of 2025, Jinzhu Pipeline reported a revenue of 2.02 billion yuan, a year-on-year decrease of 13.84%, and a net profit attributable to shareholders of 57.83 million yuan, down 42.36% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.106 billion yuan, with 160 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Jinzhu Pipeline is 33,900, a decrease of 2.73% from the previous period, while the average circulating shares per person increased by 2.80% to 15,326 shares [2]. - Among the top ten circulating shareholders, Guangfa Multi-Factor Mixed Fund ranks as the fourth largest, holding 3.4466 million shares as a new shareholder [3]. Market Activity - As of October 16, 2023, Jinzhu Pipeline's stock price is 8.08 yuan per share, with a trading volume of 70.31 million yuan and a turnover rate of 1.66%, resulting in a total market capitalization of 4.206 billion yuan [1]. - The stock has seen a net outflow of main funds amounting to 6.7394 million yuan, with significant selling pressure observed [1].

Core Viewpoint - The special steel sector experienced a 0.8% increase on October 15, with Xianglou New Materials leading the gains. The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1]. Group 1: Stock Performance - Xianglou New Materials (301160) closed at 58.55, with a rise of 2.83% and a trading volume of 23,300 lots, amounting to 136 million yuan [1]. - CITIC Special Steel (000708) closed at 66.ET, increasing by 2.12% with a trading volume of 236,100 lots, totaling 329 million yuan [1]. - Shengde Yantai (300881) closed at 35.50, up 2.01% with a trading volume of 14,600 lots, amounting to 51.49 million yuan [1]. - Shagang Group (002075) closed at 5.70, rising by 1.42% with a trading volume of 306,200 lots, totaling 173 million yuan [1]. - Xining Special Steel (600117) closed at 3.32, up 1.22% with a trading volume of 333,300 lots, amounting to 110 million yuan [1]. - Jinzou Pipeline (002443) closed at 8.25, increasing by 0.98% with a trading volume of 113,600 lots, totaling 93.01 million yuan [1]. - Jiuli Special Materials (002318) closed at 26.18, up 0.96% with a trading volume of 145,100 lots, amounting to 379 million yuan [1]. - Taiyuan Iron & Steel (000825) closed at 4.18, rising by 0.72% with a trading volume of 395,600 lots, totaling 165 million yuan [1]. - Changbao Co. (002478) closed at 6.28, up 0.64% with a trading volume of 242,000 lots, amounting to 152 million yuan [1]. - Fangda Special Steel (600507) closed at 5.50, increasing by 0.55% with a trading volume of 180,300 lots, totaling 99.54 million yuan [1]. Group 2: Capital Flow - The special steel sector saw a net inflow of 8.99 million yuan from institutional investors, while retail investors contributed a net inflow of 6.64 million yuan. However, there was a net outflow of 15.64 million yuan from speculative funds [2][3]. - Xining Special Steel (600117) experienced a net outflow of 13.01 million yuan from institutional investors, while retail investors had a net inflow of 3.46 million yuan [3]. - Shagang Group (002075) had a net inflow of 9.45 million yuan from institutional investors, with a net outflow of 4.10 million yuan from retail investors [3]. - CITIC Special Steel (000708) saw a net inflow of 2.56 million yuan from institutional investors, while retail investors had a net inflow of 2.98 million yuan [3].