Nisco(SH:600282) Xin Lang Cai Jing·2025-09-12 03:21Core Viewpoint - Nanjing Steel Co., Ltd. (南钢股份) has shown a significant increase in stock price and trading activity, with a year-to-date increase of 11.23% and a recent 60-day increase of 25.66% [1] Financial Performance - For the first half of 2025, Nanjing Steel reported operating revenue of 28.944 billion yuan, a year-on-year decrease of 14.06%, while net profit attributable to shareholders increased by 18.63% to 1.463 billion yuan [2] - Cumulative cash dividends since the company's A-share listing amount to 13.436 billion yuan, with 4.954 billion yuan distributed over the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 5.10% to 63,700, while the average circulating shares per person decreased by 4.85% to 96,856 shares [2] - The top ten circulating shareholders include notable entities such as Hong Kong Central Clearing Limited and various ETFs, with changes in their holdings indicating shifts in institutional interest [3] Stock Market Activity - On September 12, 2023, Nanjing Steel's stock price reached 4.99 yuan per share, with a trading volume of 1.04 billion yuan and a market capitalization of 30.764 billion yuan [1] - The stock experienced a net outflow of 12.1611 million yuan from main funds, with significant buying and selling activity from large orders [1] Business Overview - Nanjing Steel, established on March 18, 1999, and listed on September 19, 2000, primarily engages in the smelting and processing of ferrous metals, with steel sales accounting for 62.34% of its revenue [1] - The company operates within the steel industry, specifically in the sub-sector of general steel and plate materials, and is associated with various investment themes such as C2M and the Belt and Road Initiative [1]