9月29日，杭钢股份盘中上涨2.03%，截至11:06，报10.06元/股，成交6.50亿元，换手率1.96%，总市值 339.75亿元。 资金流向方面，主力资金净流出4640.56万元，特大单买入3277.58万元，占比5.04%，卖出6413.44万 元，占比9.87%；大单买入1.18亿元，占比18.21%，卖出1.33亿元，占比20.53%。 杭钢股份今年以来股价涨110.46%，近5个交易日涨5.12%，近20日跌4.10%，近60日涨15.50%。 今年以来杭钢股份已经12次登上龙虎榜，最近一次登上龙虎榜为4月16日，当日龙虎榜净买入-5680.64 万元；买入总计1.80亿元 ，占总成交额比5.33%；卖出总计2.37亿元 ，占总成交额比7.02%。 资料显示，杭州钢铁股份有限公司位于浙江省杭州市拱墅区半山路178号，成立日期1998年2月25日，上 市日期1998年3月11日，公司主营业务涉及钢铁及其压延产品的生产和销售、部分原燃材料和钢材的贸 易、环保业务。主营业务收入构成为：废旧物资45.09%，热轧钢材23.34%，原燃料13.77%，OEM钢材 8.15%，金属贸易7.05%，其他1. ...

9月26日，杭钢股份跌5.05%，截至发稿，报10.15元/股，成交14.51亿元，换手率4.16%，总市值342.78 亿元。 资料显示，杭州钢铁股份有限公司位于浙江省杭州市拱墅区半山路178号，成立日期1998年2月25日，上 市日期1998年3月11日，公司主营业务涉及钢铁及其压延产品的生产和销售、部分原燃材料和钢材的贸 易、环保业务。主营业务收入构成为：废旧物资45.09%，热轧钢材23.34%，原燃料13.77%，OEM钢材 8.15%，金属贸易7.05%，其他1.74%，副产品0.87%。 从基金十大重仓股角度 数据显示，国联基金旗下1只基金重仓杭钢股份。国联钢铁A（168203）二季度减持7.56万股，持有股数 66.15万股，占基金净值比例为3.66%，位居第五大重仓股。根据测算，今日浮亏损失约35.72万元。 国联钢铁A（168203）成立日期2021年1月1日，最新规模1.56亿。今年以来收益16.95%，同类排名 3082/4220；近一年收益33.19%，同类排名2774/3824；成立以来亏损46.16%。 国联钢铁A（168203）基金经理为陈薪羽、杜超。 截至发稿，陈薪羽累计任职 ...

国联钢铁A（168203）基金经理为陈薪羽、杜超。 9月25日，杭钢股份涨5.18%，截至发稿，报10.97元/股，成交38.18亿元，换手率10.67%，总市值370.48 亿元。 资料显示，杭州钢铁股份有限公司位于浙江省杭州市拱墅区半山路178号，成立日期1998年2月25日，上 市日期1998年3月11日，公司主营业务涉及钢铁及其压延产品的生产和销售、部分原燃材料和钢材的贸 易、环保业务。主营业务收入构成为：废旧物资45.09%，热轧钢材23.34%，原燃料13.77%，OEM钢材 8.15%，金属贸易7.05%，其他1.74%，副产品0.87%。 从基金十大重仓股角度 数据显示，国联基金旗下1只基金重仓杭钢股份。国联钢铁A（168203）二季度减持7.56万股，持有股数 66.15万股，占基金净值比例为3.66%，位居第五大重仓股。根据测算，今日浮盈赚取约35.72万元。 国联钢铁A（168203）成立日期2021年1月1日，最新规模1.56亿。今年以来收益16.48%，同类排名 3101/4220；近一年收益35.39%，同类排名2693/3820；成立以来亏损46.37%。 截至发稿，陈薪羽累计任 ...

从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓杭钢股份。国泰中证钢铁ETF（515210）二季度减持144.67万 股，持有股数510.26万股，占基金净值比例为3.96%，位居第五大重仓股。根据测算，今日浮盈赚取约 275.54万元。 数据显示，国泰基金旗下1只基金位居杭钢股份十大流通股东。国泰中证钢铁ETF（515210）二季度减 持144.67万股，持有股数510.26万股，占流通股的比例为0.15%。根据测算，今日浮盈赚取约275.54万 元。 国泰中证钢铁ETF（515210）成立日期2020年1月22日，最新规模11.59亿。今年以来收益17.29%，同类 排名3004/4220；近一年收益38.89%，同类排名2415/3820；成立以来收益55.34%。 国泰中证钢铁ETF（515210）基金经理为吴中昊。 截至发稿，吴中昊累计任职时间3年242天，现任基金资产总规模151.85亿元，任职期间最佳基金回报 63.01%， 任职期间最差基金回报-14.05%。 9月25日，杭钢股份涨5.18%，截至发稿，报10.97元/股，成交38.17亿元，换手率10.66%，总市值370.48 亿 ...

Core Viewpoint - Hangzhou Steel Co., Ltd. has experienced significant stock price fluctuations and changes in financial performance, indicating potential investment opportunities and risks in the steel industry [1][2]. Financial Performance - As of June 30, 2025, Hangzhou Steel reported a revenue of 29.68 billion yuan, a year-on-year decrease of 11.54%, and a net profit attributable to shareholders of -114 million yuan, a year-on-year decrease of 213.44% [2]. - The company's stock price has increased by 99.79% year-to-date, but it has seen a decline of 4.02% in the last five trading days and 6.56% in the last twenty days [1]. Stock Market Activity - On September 22, 2023, Hangzhou Steel's stock rose by 2.03%, reaching 9.55 yuan per share, with a trading volume of 353 million yuan and a turnover rate of 1.11% [1]. - The company has appeared on the "Dragon and Tiger List" 12 times this year, with the most recent appearance on April 16, 2023, showing a net buy of -56.81 million yuan on that day [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Hangzhou Steel was 229,800, a decrease of 7.34% from the previous period, with an average of 14,697 circulating shares per shareholder, an increase of 7.92% [2]. - The top ten circulating shareholders include Southern CSI 500 ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [3]. Business Overview - Hangzhou Steel, established on February 25, 1998, primarily engages in the production and sale of steel and its rolled products, with a revenue composition of 45.09% from scrap materials, 23.34% from hot-rolled steel, and other segments [2]. - The company operates within the steel industry, specifically in the sub-sector of general steel and sheet products, and is associated with various concepts such as state-owned assets and digital economy [2]. Dividend Distribution - Since its A-share listing, Hangzhou Steel has distributed a total of 4.29 billion yuan in dividends, with 338 million yuan distributed over the past three years [3].

9月15日，杭钢股份涨5.28%，截至发稿，报10.16元/股，成交10.07亿元，换手率3.09%，总市值343.12 亿元。 资料显示，杭州钢铁股份有限公司位于浙江省杭州市拱墅区半山路178号，成立日期1998年2月25日，上 市日期1998年3月11日，公司主营业务涉及钢铁及其压延产品的生产和销售、部分原燃材料和钢材的贸 易、环保业务。主营业务收入构成为：废旧物资45.09%，热轧钢材23.34%，原燃料13.77%，OEM钢材 8.15%，金属贸易7.05%，其他1.74%，副产品0.87%。 从杭钢股份十大流通股东角度 国泰中证钢铁ETF（515210）基金经理为吴中昊。 截至发稿，吴中昊累计任职时间3年232天，现任基金资产总规模151.85亿元，任职期间最佳基金回报 67.19%， 任职期间最差基金回报-12.77%。 从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓杭钢股份。国泰中证钢铁ETF（515210）二季度减持144.67万 股，持有股数510.26万股，占基金净值比例为3.96%，位居第五大重仓股。根据测算，今日浮盈赚取约 260.23万元。 风险提示：市场有风险，投资需谨慎 ...

Group 1 - The company Hangzhou Steel Co., Ltd. (杭钢股份) held its 19th meeting of the 9th board of directors on September 10, 2025, to discuss various proposals including the election of a director to execute company affairs [1] - For the year 2024, the revenue composition of Hangzhou Steel is as follows: 47.17% from scrap materials, 31.96% from black metal smelting and rolling processing, 19.75% from raw materials and metal trading, 0.96% from other industries, and 0.16% from other businesses [1] - As of the report date, the market capitalization of Hangzhou Steel is 32.6 billion yuan [1]

Group 1 - The core viewpoint of the article highlights that Hangzhou Steel Group Co., Ltd. (杭钢股份) held its 18th meeting of the 9th board of directors on August 21, 2025, to review various management system amendments [1] - For the fiscal year 2024, the revenue composition of Hangzhou Steel is as follows: 47.17% from scrap materials, 31.96% from black metal smelting and rolling processing, 19.75% from raw materials and metal trading, 0.96% from other industries, and 0.16% from other businesses [1]

Group 1 - The "reverse invoicing" policy is implemented to facilitate resource recovery enterprises in issuing invoices to individuals when purchasing scrapped products, effectively addressing the long-standing issue of "missing source invoices" in the industry [1][2] - As of June 2023, 13,300 resource recovery enterprises have issued invoices amounting to 515.2 billion yuan, with 5.11 million invoices issued to 1.67 million individuals [1] - The policy is expected to significantly increase the volume of scrapped vehicle dismantling, with one company anticipating a 100% increase in dismantled vehicles to 20,000 units this year [1][3] Group 2 - The promotion of the "reverse invoicing" policy enhances compliance awareness among individuals and enterprises in the resource recovery sector, encouraging more participation in waste recycling [2] - The policy has reduced intermediate costs and information barriers, leading to more efficient cooperation along the industry chain [2] - The implementation of the policy has resulted in a 40% increase in the volume of waste materials sold by individual recyclers [3] Group 3 - The "reverse invoicing" policy supports the resource utilization and harmless treatment of waste materials, with one company issuing invoices totaling over 56 million yuan since the policy's implementation [3] - The recovery system in China is becoming increasingly robust, with significant growth in the recycling of scrapped vehicles and electronic products, including a 65% year-on-year increase in scrapped vehicle recovery [3]