HONGLU(SZ:002541) Xin Lang Cai Jing·2025-10-24 01:51Core Viewpoint - Honglu Steel Structure experienced a decline of 1.89% in stock price on October 23, with a trading volume of 144 million yuan, indicating a potential concern among investors regarding the company's performance and market sentiment [1]. Financing and Stock Performance - On October 23, Honglu Steel Structure had a financing buy-in amount of 7.15 million yuan and a financing repayment of 5.78 million yuan, resulting in a net financing buy of 1.37 million yuan. The total financing and securities balance reached 43.49 million yuan [1]. - The current financing balance stands at 41.48 million yuan, which constitutes 0.31% of the circulating market value, indicating a low level compared to the 10% percentile over the past year [1]. - In terms of securities lending, on October 23, the company repaid 2,400 shares and sold 2,700 shares, with a selling amount of 53,200 yuan. The remaining securities lending volume is 102,200 shares, with a balance of 2.01 million yuan, which is above the 90% percentile over the past year, indicating a high level [1]. Company Overview - Anhui Honglu Steel Structure (Group) Co., Ltd. was established on September 19, 2002, and listed on January 18, 2011. The company specializes in steel structure manufacturing and sales, green building materials production and sales, and general contracting for steel structure assembly projects [1]. - The main business revenue composition includes: H-shaped steel structure (55.06%), box-type cross structure (18.89%), secondary structure (12.85%), pipe-type structure (6.25%), truss structure (3.86%), and others (3.08%) [1]. Financial Performance - As of June 30, the number of shareholders for Honglu Steel Structure reached 16,900, an increase of 23.35% compared to the previous period. The average circulating shares per person decreased by 18.93% to 29,380 shares [2]. - For the first half of 2025, the company achieved an operating income of 10.55 billion yuan, representing a year-on-year growth of 2.17%. However, the net profit attributable to the parent company was 288 million yuan, a decrease of 32.69% year-on-year [2]. Dividend and Institutional Holdings - Since its A-share listing, Honglu Steel Structure has distributed a total of 1.365 billion yuan in dividends, with 784 million yuan distributed over the past three years [3]. - As of June 30, 2025, among the top ten circulating shareholders, Zhonggeng Value Pioneer Stock (012930) is the third-largest shareholder with 20.6883 million shares, a decrease of 426,800 shares compared to the previous period. Other notable changes include an increase in holdings by Zhonggeng Value Navigation Mixed (006551) and a new entry by Zhonggeng Value Quality One-Year Holding Period Mixed (011174) [3].