HZIS(SH:600126) Xin Lang Cai Jing·2025-09-25 06:31Core Viewpoint - Hangzhou Iron and Steel Co., Ltd. (杭钢股份) has seen a significant stock price increase of 5.18% on September 25, reaching a price of 10.97 yuan per share, with a trading volume of 3.818 billion yuan and a turnover rate of 10.67%, resulting in a total market capitalization of 37.048 billion yuan [1] Company Overview - Hangzhou Iron and Steel Co., Ltd. was established on February 25, 1998, and went public on March 11, 1998. The company is located in Hangzhou, Zhejiang Province, and its main business includes the production and sale of steel and its rolled products, trading of certain raw materials and steel, and environmental protection services [1] - The revenue composition of the company is as follows: 45.09% from scrap materials, 23.34% from hot-rolled steel, 13.77% from raw materials, 8.15% from OEM steel, 7.05% from metal trading, 1.74% from other sources, and 0.87% from by-products [1] Fund Holdings - According to data from the top ten holdings of funds, Guolian Fund has one fund heavily invested in Hangzhou Iron and Steel. Guolian Steel A (国联钢铁A, 168203) reduced its holdings by 75,600 shares in the second quarter, maintaining 661,500 shares, which accounts for 3.66% of the fund's net value, ranking as the fifth-largest holding [2] - The fund has achieved a floating profit of approximately 357,200 yuan as of the report date [2] Fund Manager Performance - The fund manager of Guolian Steel A, Chen Xinyu, has a tenure of 6 years and 58 days, with the fund's total asset size at 1.216 billion yuan. During his tenure, the best fund return was 63%, while the worst was -19.21% [3] - Co-manager Du Chao has been in position for 1 year and 342 days, with the fund's total asset size at 2.467 billion yuan. His best fund return was 56.95%, and the worst was -14.54% during his tenure [3]