STSS(SZ:000825) Xin Lang Cai Jing·2025-12-02 06:05Core Viewpoint - Taiyuan Iron and Steel (Group) Co., Ltd. (Tai Steel) has seen a stock price increase of 5.11% on December 2, reaching 4.32 CNY per share, with a trading volume of 367 million CNY and a market capitalization of 24.608 billion CNY. The stock has risen for three consecutive days, with a cumulative increase of 4.05% during this period [1]. Company Overview - Tai Steel, established on June 11, 1998, and listed on October 21, 1998, is located in Shanxi Province, China. The company specializes in the production and sales of stainless steel and other steel products, including steel billets, steel ingots, black metals, alloys, and metal products. It also engages in domestic trade and import-export of raw materials required for steel production [1]. - The revenue composition of Tai Steel is as follows: stainless steel accounts for 68.83%, ordinary steel for 24.73%, carbon steel billets for 4.04%, other products (including wind and water electrical goods) for 2.01%, and miscellaneous for 0.39% [1]. Shareholder Insights - Among the top ten circulating shareholders of Tai Steel, Guotai Fund's Guotai Zhongzheng Steel ETF (515210) increased its holdings by 14.41 million shares in the third quarter, bringing its total to 22.903 million shares, which represents 0.4% of the circulating shares. The estimated floating profit from this increase is approximately 4.8096 million CNY, with a floating profit of 3.6645 million CNY during the three-day price increase [2]. - The Guotai Zhongzheng Steel ETF was established on January 22, 2020, with a current scale of 3.66 billion CNY. Year-to-date returns are 26.38%, ranking 1817 out of 4206 in its category; the one-year return is 24.28%, ranking 1806 out of 4012; and since inception, the return is 67.37% [2]. Fund Management - The fund manager of Guotai Zhongzheng Steel ETF is Wu Zhonghao, who has been in the position for 3 years and 310 days. The total asset size of the fund is 25.391 billion CNY, with the best fund return during his tenure being 73.59% and the worst being -18.06% [3].