证券代码：300226 证券简称：上海钢联 公告编号：2025-076 上海钢联电子商务股份有限公司 关于 2025 年前三季度计提及转回资产减值准备的公告 本公司董事会及全体董事保证本公告所载资料真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 一、本次计提资产减值准备及核销资产的情况概述 上海钢联电子商务股份有限公司（以下简称"公司"）根据《深圳证券交 易所上市公司规范运作指引》《企业会计准则》和公司相关会计政策的规定，基 于谨慎性原则，为真实准确地反映公司的财务、资产和经营状况，对合并报表范 围内截至 2025 年 9 月 30 日的各类应收账款、应收票据、存货、预付款项、其他 应收款、长期股权投资、固定资产、在建工程、无形资产、商誉等资产进行了全 面清查。对各项资产减值的可能性进行了充分的评估和分析，判断存在可能发生 减值的迹象，确定了需计提的资产减值准备。同时，按照《企业会计准则》及公 司相关会计政策等规定，为了客观、公允地反映公司财务状况和资产价值，对公 司部分无法收回的应收账款和存货进行核销。 根据《深圳证券交易所创业板股票上市规则》等相关法律法规以及《公司 章程》等的相关规定，本次计 ...

证券代码：300226 证券简称：上海钢联 公告编号：2025-074 上海钢联电子商务股份有限公司 2025 年第三季度报告披露提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 2025年10月27日，上海钢联电子商务股份有限公司（以下简称"公司"）召 开第六届董事会第十四次会议，审议通过了公司2025年第三季度报告。公司《2025 年三季度报告》于2025年10月28日刊登在中国证监会指定创业板信息披露网站巨 潮资讯网（http://www.cninfo.com.cn），敬请投资者注意查阅。 特此公告。 上海钢联电子商务股份有限公司 董事会 2025 年 10 月 27 日 1 ...

证券代码：300226 证券简称：上海钢联 公告编号：2025-072 上海钢联电子商务股份有限公司 关于为子公司钢银电商提供担保的进展公告 本公司及董事会全体人员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 一、担保情况概述 1、担保人：上海钢联电子商务股份有限公司（以下简称"上海钢联""公司"） 2、被担保人：上海钢银电子商务股份有限公司（以下简称"钢银电商"） 3、担保基本情况：近日，公司与渤海银行股份有限公司上海分行（以下简 称"渤海银行上海分行"）签署了《最高额保证协议》（渤沪分最高保（2025）第 44 号），为钢银电商与渤海银行上海分行在一定期限内发生的债务提供担保， 提供债权本金最高额不超过人民币 1,000 万元的连带责任保证。 4、审议程序：公司于 2025 年 4 月 1 日召开的第六届董事会第十一次会议和 2025 年 4 月 23 日召开的 2024 年年度股东大会审议通过了《关于公司子公司 2025 年度申请综合授信额度及为其提供担保的议案》（公告编号：2025-024），同意 公司为钢银电商 2025 年度向银行、非银金融机构或其他机构申请综合授信 ...

Core Viewpoint - Shanghai Steel Union's stock price has shown a year-to-date increase of 10.84%, but has recently experienced declines over various time frames, indicating potential volatility in the market [2]. Group 1: Stock Performance - As of October 17, Shanghai Steel Union's stock price was 25.35 CNY per share, with a trading volume of 1.79 billion CNY and a market capitalization of 8.08 billion CNY [1]. - The stock has decreased by 2.61% over the last five trading days, 5.13% over the last 20 days, and 16.53% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Shanghai Steel Union reported a revenue of 34.39 billion CNY, a year-on-year decrease of 21.65%, while the net profit attributable to shareholders was 118 million CNY, reflecting a year-on-year increase of 41.07% [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 5.62% to 35,900, while the average number of tradable shares per person decreased by 5.32% to 8,523 shares [3]. - The company has distributed a total of 151 million CNY in dividends since its A-share listing, with 6.31 million CNY distributed in the last three years [4]. Group 4: Institutional Holdings - Among the top ten circulating shareholders, Southern CSI 1000 ETF holds 2.35 million shares, an increase of 685,100 shares compared to the previous period [4]. - Hong Kong Central Clearing Limited, ranked seventh, reduced its holdings by 8.75 million shares to 1.97 million shares [4].

Core Insights - Shanghai Steel Union (300226) reported a financing buy of 52.97 million yuan and a financing repayment of 51.64 million yuan on October 15, resulting in a net financing buy of 1.34 million yuan and a financing balance of 616 million yuan, marking a cumulative net buy of 13.18 million yuan over the last three trading days [1] Financing Summary - On October 15, the net financing buy was 1.34 million yuan, with a financing balance of 616 million yuan, representing 7.66% of the circulating market value [2] - The financing balance increased from 610 million yuan on October 13 to 616 million yuan on October 15, indicating a positive trend in market sentiment [4] Margin Trading Summary - On October 15, the margin trading saw a sell of 5,600 shares and a repayment of 23,900 shares, resulting in a net margin buy of 18,300 shares, with a remaining margin of 63,000 shares [3] - Over the past 20 trading days, there were 11 days of net margin selling, suggesting a mixed sentiment in the market [3] Overall Margin Balance - The total margin balance reached 618 million yuan on October 15, reflecting an increase of 960,400 yuan or 0.16% from the previous day [4]

Group 1 - The A-share market opened with fluctuations, with strong performances in sectors such as building materials, gold, pharmaceuticals, and intelligent vehicles, while rare earth, military, and lithium battery sectors showed significant pullbacks [1] - The domestic software sector has seen continuous hot catalysts recently, with the logic of domestic substitution becoming increasingly clear [1] - The software industry plays a crucial role in the AI industry chain, primarily positioned in the midstream technology layer and downstream application layer, providing essential technical support and facilitating the implementation of AI applications [1] Group 2 - According to Dongfang Securities, the industrial design software sector has the largest potential for market share growth, while the overall scale of basic software is more substantial [2] - Key software includes basic software and industrial software, which are vital for the operation of critical national sectors, ensuring system security, and are difficult to replace, thus holding significant importance for national security, economic development, and social stability [2] - Related products include the ChiNext Software ETF (159256), ChiNext 200 ETF (159573), and AI ETF (515070) [2]

Core Insights - Shanghai Steel Union's stock increased by 5% to 26.25 CNY per share, with a trading volume of 188 million CNY and a turnover rate of 2.39%, resulting in a total market capitalization of 8.366 billion CNY [1] Company Overview - Shanghai Steel Union E-commerce Co., Ltd. was established on April 30, 2000, and went public on June 8, 2011. The company primarily provides B2B e-commerce services based on information services related to the steel, energy, mining, and non-ferrous metals industries [1] - The revenue composition of the company includes: Supply chain services (97.29%), consignment services (1.56%), data subscription services (0.66%), business promotion services (0.19%), conference training services (0.12%), research consulting services (0.07%), and other services (0.11%) [1] Fund Holdings - Nord Fund has a significant holding in Shanghai Steel Union, with the Nord Quantitative Blue Chip A (005082) fund holding 50,000 shares, representing 3.29% of the fund's net value, making it the seventh-largest holding. The estimated floating profit for today is approximately 62,500 CNY [2] - The Nord Quantitative Blue Chip A fund was established on December 29, 2017, with a current size of 289.9 million CNY. Year-to-date returns are 10.92%, ranking 5565 out of 8161 in its category; one-year returns are 16.24%, ranking 4412 out of 8015; and since inception returns are 19.11% [2] Fund Manager Profile - The fund manager of Nord Quantitative Blue Chip A is Zeng Wenhong, who has been in the position for 8 years and 56 days. The total asset size of the fund is 280 million CNY, with the best fund return during his tenure being 26.88% and the worst being 4.8% [3]

Core Viewpoint - Shanghai Steel Union announced a cash dividend distribution plan for the first half of 2025, indicating a commitment to returning value to shareholders [2] Summary by Categories Dividend Distribution - The company will distribute a cash dividend of 0.500000 RMB per 10 shares to all shareholders, based on a total share capital of 318,721,422 shares [2] - The record date for the dividend is set for October 21, 2025, while the ex-dividend date is October 22, 2025 [2]

证券代码：300226 证券简称：上海钢联 公告编号：2025-071 上海钢联电子商务股份有限公司 2025 年半年度权益分派实施公告 二、权益分派方案 本公司 2025 年半年度权益分派方案为：以公司现有总股本 318,721,422 股为 基数，向全体股东每 10 股派 0.500000 元人民币现金（含税；扣税后，通过深股 通持有股份的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证 券投资基金每 10 股派 0.450000 元；持有首发后限售股、股权激励限售股及无限 售流通股的个人股息红利税实行差别化税率征收，本公司暂不扣缴个人所得税， 待个人转让股票时，根据其持股期限计算应纳税额【注】；持有首发后限售股、 股权激励限售股及无限售流通股的证券投资基金所涉红利税，对香港投资者持有 基金份额部分按 10%征收，对内地投资者持有基金份额部分实行差别化税率征 收）。 【注：根据先进先出的原则，以投资者证券账户为单位计算持股期限，持股 1 个月（含 1 个月）以内，每 10 股补缴税款 0.100000 元；持股 1 个月以上至 1 年（含 1 年）的，每 10 股补缴税款 0.0500 ...

Core Insights - Shanghai Steel Union's stock price decreased by 0.08% on October 10, with a trading volume of 265 million yuan [1] - The company reported a financing buy-in of 30.50 million yuan and a net financing buy of 1.26 million yuan on the same day [1] - As of October 10, the total financing and securities lending balance reached 605 million yuan, indicating a high level of financing activity [1] Financing Summary - On October 10, Shanghai Steel Union had a financing buy-in of 30.50 million yuan, with a current financing balance of 603 million yuan, accounting for 7.27% of its market capitalization [1] - The financing balance is above the 70th percentile of the past year, indicating a relatively high level of leverage [1] Securities Lending Summary - On the same day, the company repaid 5,800 shares in securities lending and sold 7,500 shares, amounting to a selling value of 195,200 yuan [1] - The securities lending balance stood at 183.25 million yuan, exceeding the 60th percentile of the past year, also indicating a high level of activity in this area [1] Business Overview - Shanghai Steel Union, established on April 30, 2000, and listed on June 8, 2011, primarily engages in B2B e-commerce services related to steel, energy, mining, and non-ferrous metals [2] - The company's revenue composition includes 97.29% from supply chain services, 1.56% from consignment services, and smaller percentages from various other services [2] Financial Performance - For the first half of 2025, Shanghai Steel Union reported a revenue of 34.39 billion yuan, a year-on-year decrease of 21.65%, while the net profit attributable to shareholders was 118 million yuan, reflecting a year-on-year increase of 41.07% [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 5.62% to 35,900, with an average of 8,523 circulating shares per person, a decrease of 5.32% [2] - Notable changes in institutional holdings include an increase in shares held by Southern CSI 1000 ETF and a decrease in shares held by Hong Kong Central Clearing Limited [3]