Tongyu Heavy(SZ:300185) Xin Lang Cai Jing·2025-09-23 02:15Core Viewpoint - Tongyu Heavy Industry's stock price has shown fluctuations, with a recent decline of 2.25% and a year-to-date increase of 18.52%, indicating volatility in market performance [1][2]. Company Overview - Tongyu Heavy Industry Co., Ltd. is located in Dezhou, Shandong Province, and was established on May 25, 2002, with its listing date on March 8, 2011. The company specializes in the research, production, and sales of large forged products, forming a complete industrial chain that includes large forging blank preparation, casting and forging, heat treatment, and design and manufacturing of large complete equipment [1]. - The main business revenue composition includes: other forgings 23.60%, castings 17.46%, modular wind power equipment 17.16%, wind power main shafts (including forged and cast main shafts) 13.43%, energy revenue 9.35%, powder metallurgy products 7.16%, structural components and complete equipment (including metallurgical equipment and nuclear power business) 5.83%, forgings 5.43%, others 0.56%, and trade revenue 0.01% [1]. Financial Performance - For the first half of 2025, Tongyu Heavy Industry achieved operating revenue of 2.943 billion yuan, a year-on-year increase of 7.59%, and a net profit attributable to shareholders of 60.739 million yuan, a year-on-year increase of 49.70% [2]. - Since its A-share listing, the company has distributed a total of 1.4 billion yuan in dividends, with 234 million yuan distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders of Tongyu Heavy Industry was 124,200, a decrease of 5.01% from the previous period, with an average of 29,365 circulating shares per person, an increase of 5.27% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 38.0116 million shares, an increase of 11.2073 million shares from the previous period, and several ETFs such as Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, which have also increased their holdings [3].