Core Insights - The steel sector experienced a slight decline of 0.0% on November 24, with Sansteel Mingguang leading the losses [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Steel Sector Performance - Major steel stocks showed mixed performance, with notable gainers including: - Maanshan Iron & Steel (600808) at 3.87, up 2.11% with a trading volume of 562,600 shares and a turnover of 217 million yuan - Nanjing Steel (600282) at 5.60, up 1.63% with a trading volume of 401,900 shares and a turnover of 225 million yuan - Wujin Stainless Steel (603878) at 9.43, up 1.51% with a trading volume of 137,400 shares and a turnover of 128 million yuan [1] - Conversely, Sansteel Mingguang (002110) fell to 4.21, down 2.09% with a trading volume of 242,500 shares and a turnover of 103 million yuan [2] Capital Flow Analysis - The steel sector saw a net inflow of 120 million yuan from institutional investors, while retail investors experienced a net outflow of 131 million yuan [2] - Specific stock capital flows included: - Baogang Group (600010) with a net outflow of 57.72 million yuan from institutional investors - Chongqing Steel (601005) with a net inflow of 29.54 million yuan from institutional investors [3] - Retail investors showed a net inflow of 11.73 million yuan overall, indicating a mixed sentiment in the market [2]

截至9月30日，南钢股份股东户数5.40万，较上期减少15.12%；人均流通股114104股，较上期增加 17.81%。2025年1月-9月，南钢股份实现营业收入432.83亿元，同比减少12.19%；归母净利润21.76亿 元，同比增长24.12%。 11月24日，南钢股份盘中上涨2.18%，截至10:09，报5.63元/股，成交6299.17万元，换手率0.18%，总市 值347.09亿元。 资金流向方面，主力资金净流出180.29万元，特大单买入109.87万元，占比1.74%，卖出105.60万元，占 比1.68%；大单买入1064.13万元，占比16.89%，卖出1248.70万元，占比19.82%。 南钢股份今年以来股价涨25.50%，近5个交易日跌0.53%，近20日涨7.24%，近60日涨21.05%。 资料显示，南京钢铁股份有限公司位于江苏省南京市六合区卸甲甸，成立日期1999年3月18日，上市日 期2000年9月19日，公司主营业务涉及黑色金属冶炼及压延加工,钢材、钢坯及其他金属材料销售。主营 业务收入构成为：钢材销售62.34%，其他销售37.66%。 南钢股份所属申万行业为：钢铁-普钢 ...

Market Overview - The steel sector experienced a decline of 3.42% on November 21, with Linggang Co. leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Linggang Co. closed at 2.30, down 6.50% with a trading volume of 353,700 shares and a turnover of 83.53 million yuan [1] - Anyang Iron & Steel closed at 2.28, down 5.79%, with a trading volume of 513,000 shares [1] - Anshan Iron & Steel closed at 2.55, down 5.56%, with a trading volume of 587,400 shares [1] - Other notable declines include Gonggang Co. down 5.25%, and Zhongnan Co. down 4.85% [1] Capital Flow Analysis - The steel sector saw a net outflow of 489 million yuan from main funds, while retail investors contributed a net inflow of 489 million yuan [1] - The table of capital flow indicates that Baosteel Co. had a net inflow of 31.51 million yuan from main funds, while it faced a net outflow of 50.99 million yuan from speculative funds [2] - Sansteel Mingguang experienced a net inflow of 29.12 million yuan from main funds, but also saw a significant outflow from retail investors [2]

11月21日，宝钢股份盘中下跌2.01%，截至09:35，报7.32元/股，成交9014.78万元，换手率0.06%，总市 值1594.45亿元。 分红方面，宝钢股份A股上市后累计派现1264.92亿元。近三年，累计派现160.78亿元。 机构持仓方面，截止2025年9月30日，宝钢股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股8.05亿股，相比上期减少15.07万股。中国证券金融股份有限公司位居第六大流通股东，持 股6.67亿股，持股数量较上期不变。华泰柏瑞沪深300ETF（510300）位居第十大流通股东，持股1.49亿 股，相比上期减少700.65万股。 责任编辑：小浪快报 资料显示，宝山钢铁股份有限公司位于上海市宝山区富锦路885号宝钢指挥中心，成立日期2000年2月3 日，上市日期2000年12月12日，公司主营业务涉及钢铁业、贸易、航运、煤化工、信息服务等业务。主 营业务收入构成为：冷轧碳钢板卷51.22%，热轧碳钢板卷28.50%，厚板产品7.47%，钢管产品5.76%， 长材产品4.49%，其他钢铁产品1.89%，其他(补充)0.67%。 宝钢股份所属申万行业为：钢铁-普钢 ...

从资金流向上来看，当日普钢板块主力资金净流出2.6亿元，游资资金净流入7523.13万元，散户资金净 流入1.84亿元。普钢板块个股资金流向见下表： 证券之星消息，11月20日普钢板块较上一交易日下跌0.3%，安阳钢铁领跌。当日上证指数报收于 3931.05，下跌0.4%。深证成指报收于12980.82，下跌0.76%。普钢板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Market Overview - On November 19, the general steel sector declined by 0.86%, with Jiugang Hongxing leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Individual Stock Performance - Notable gainers included: - Nanjing Steel (600282) with a closing price of 5.58, up 1.09% [1] - Shougang Group (000959) at 4.48, up 0.67% [1] - Baotou Steel (600010) at 2.56, up 0.39% [1] - Significant decliners included: - Jiugang Hongxing (600307) at 1.66, down 3.49% [2] - Bayi Steel (600581) at 3.66, down 3.43% [2] - Anyang Steel (600569) at 2.46, down 3.15% [2] Trading Volume and Capital Flow - The total net outflow of main funds in the general steel sector was 330 million yuan, while retail investors saw a net inflow of 308 million yuan [2] - The trading volume for key stocks showed varied capital flows, with New Steel (600782) experiencing a net inflow of 25.7 million yuan from main funds [3] Capital Flow Analysis - Main funds showed a net inflow in: - Shandong Steel (600022) with 20.05 million yuan [3] - Ling Steel (600231) with 7.18 million yuan [3] - Main funds experienced a net outflow in: - Baotou Steel (600010) with a net outflow of 1.89 million yuan [3] - Anyang Steel (600569) with a net outflow of 1.99 million yuan [3]

Core Viewpoint - HeSteel Co., Ltd. has experienced a stock price decline of 2.04% on November 19, with a current price of 2.40 CNY per share and a total market capitalization of 24.809 billion CNY. The company has seen a year-to-date stock price increase of 10.09% but a decline of 5.88% over the last five trading days [1]. Financial Performance - For the period from January to September 2025, HeSteel achieved a revenue of 96.542 billion CNY, representing a year-on-year growth of 8.05%. The net profit attributable to shareholders was 0.823 billion CNY, marking a significant increase of 44.71% compared to the previous year [2]. - The company has distributed a total of 13.726 billion CNY in dividends since its A-share listing, with 1.137 billion CNY distributed over the last three years [3]. Shareholder Information - As of November 10, 2025, HeSteel had 230,900 shareholders, a slight decrease of 0.01% from the previous period. The average number of circulating shares per shareholder increased by 0.01% to 44,756 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 92.155 million shares, an increase of 8.528 million shares from the previous period. Additionally, the Southern CSI 500 ETF and Guotai CSI Steel ETF are among the top shareholders, with varying changes in their holdings [3]. Business Overview - HeSteel, established on January 18, 1997, and listed on April 16, 1997, is primarily engaged in black metal smelting and rolling processing, with its main revenue sources being plate products (70.92%), gases, water, and electricity (9.84%), and other steel products [1]. - The company operates within the steel industry, specifically in the sub-sector of general steel and plate products, and is associated with various concept sectors including minor metals, electrolyte solutions, vanadium batteries, venture capital, and nuclear fusion [1].

Core Viewpoint - Ansteel Co., Ltd. has experienced a decline in stock price and revenue, while showing a significant increase in net profit year-on-year despite a negative operating income trend [1][2]. Group 1: Stock Performance - On November 19, Ansteel's stock price fell by 2.21%, trading at 2.65 CNY per share with a total market capitalization of 24.828 billion CNY [1]. - Year-to-date, Ansteel's stock price has increased by 10.42%, but it has seen declines of 3.99% over the last five trading days, 3.28% over the last 20 days, and 1.49% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Ansteel reported operating revenue of 73.092 billion CNY, a year-on-year decrease of 7.78% [2]. - The company recorded a net profit attributable to shareholders of -2.040 billion CNY, which represents a year-on-year increase of 59.87% [2]. Group 3: Shareholder Information - As of September 30, 2025, Ansteel had 95,700 shareholders, a decrease of 0.45% from the previous period [2]. - The company has distributed a total of 21.437 billion CNY in dividends since its A-share listing, with cumulative distributions of 6.392 million CNY over the past three years [3]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3].

Core Viewpoint - Chongqing Steel's stock price has experienced fluctuations, with a current decline of 2.58% and a year-to-date increase of 4.86%, indicating volatility in market performance [1] Financial Performance - For the period from January to September 2025, Chongqing Steel reported operating revenue of 19.09 billion yuan, a year-on-year decrease of 7.32% [2] - The company recorded a net profit attributable to shareholders of -218 million yuan, showing a significant year-on-year increase of 83.82% [2] Stock Market Activity - As of November 19, Chongqing Steel's stock price was 1.51 yuan per share, with a total market capitalization of 13.366 billion yuan [1] - The stock has seen a trading volume of 1.06 billion yuan, with a turnover rate of 0.83% [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of -72.47 million yuan on July 2 [1] Shareholder Information - As of September 30, the number of shareholders for Chongqing Steel was 180,800, an increase of 3.27% from the previous period [2] - The average circulating shares per shareholder remained at 0 shares, unchanged from the previous period [2] Dividend Information - Since its A-share listing, Chongqing Steel has distributed a total of 520 million yuan in dividends, with no dividends paid in the last three years [3]

Core Viewpoint - New Steel Co., Ltd. experienced a decline in stock price, with a current trading price of 4.03 CNY per share, reflecting a year-to-date increase of 21.02% but a recent drop of 5.40% over the last five trading days [1] Company Overview - New Steel Co., Ltd. is located in Xinyu City, Jiangxi Province, and was established on October 10, 2003, with its shares listed on December 25, 1996. The company primarily engages in steel smelting, steel rolling, and the manufacturing and sales of related products [1] - The main revenue sources for the company are steel and steel strand income, accounting for 89.63%, while other income constitutes 10.37% [1] Financial Performance - For the period from January to September 2025, New Steel Co., Ltd. reported an operating income of 27.225 billion CNY, a year-on-year decrease of 12.68%. However, the net profit attributable to shareholders increased by 162.21% to 360 million CNY [2] - The company has distributed a total of 5.584 billion CNY in dividends since its A-share listing, with 816 million CNY distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders for New Steel Co., Ltd. was 38,200, a decrease of 11.78% from the previous period. The average number of circulating shares per person increased by 13.35% to 82,368 shares [2] - The top ten circulating shareholders include significant new entrants such as Invesco Great Wall Jing Sheng Dual Income Bond A (002065) and various ETFs, indicating a shift in institutional holdings [3]