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 stock price of Hangzhou Iron & Steel Co., Ltd. (杭钢股份) decreased by 2.01% on August 29, trading at 10.24 CNY per share with a total market capitalization of 34.582 billion CNY [1] - Year-to-date, the stock price has increased by 114.23%, with a 0.58% decline over the last five trading days, a 17.03% increase over the last 20 days, and an 11.55% increase over the last 60 days [1] - The company has appeared on the "龙虎榜" (a stock trading list) 12 times this year, with the most recent appearance on April 16, where it recorded a net buy of -56.8064 million CNY [1] Group 2 - Hangzhou Iron & Steel Co., Ltd. was established on February 25, 1998, and went public on March 11, 1998, focusing on the production and sale of steel and related products [2] - The company's main business revenue composition includes: 47.17% from recycled resources, 22.95% from hot-rolled steel, 19.75% from raw materials and metal trading, 8.23% from OEM steel, and 0.96% from other sources [2] - As of June 30, 2025, the company reported a revenue of 29.676 billion CNY, a year-on-year decrease of 11.54%, and a net profit of -114 million CNY, a year-on-year decrease of 213.44% [2] Group 3 - Since its A-share listing, Hangzhou Iron & Steel has distributed a total of 4.289 billion CNY in dividends, with 338 million CNY distributed over the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include Southern CSI 500 ETF, which increased its holdings by 2.7466 million shares, and Hong Kong Central Clearing Limited, which decreased its holdings by 478.03 thousand shares [3]

2025 年 8 月 28 日 公司研究 Q2 扣非后归母净利润同环比均扭亏为盈 ——新钢股份（600782.SH）2025 年中报业绩点评 要点 事件： 2025H1 公司实现营业收入 175.12 亿元，同比-18.33%；实现归母净利润 1.11 亿元，同比实现扭亏为盈；实现扣非后归母净利润-0.61 亿元，同比亏损收 窄。2025Q2 公司实现营业收入 87.63 亿元，同比-13.66%，环比+0.17%；实现 归母净利润 0.99 亿元，同比+22.30%，环比+690.99%，实现扣非后归母净利润 0.11 亿元，同环比均实现扭亏为盈。 风险提示：原料价格大幅上涨；钢铁行业需求超预期回落；公司产品结构优化不 及预期。 公司盈利预测与估值简表 | 指标 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入（百万元） | 71,143 | 41,804 | 37,990 | 39,084 | 40,377 | | 营业收入增长率 | -28.14% | -41.24% | -9.12% ...

Group 1 - The core viewpoint of the news is that Hangzhou Iron and Steel Co., Ltd. (杭钢股份) experienced a significant stock decline of 5.06% on August 28, with a trading price of 10.31 yuan per share and a total market capitalization of 348.19 billion yuan [1] - The company was established on February 25, 1998, 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: 47.17% from recycled resources, 22.95% from hot-rolled steel, 19.75% from raw materials and metal trading, 8.23% from OEM steel, and 0.96% from other sources [1] Group 2 - From the perspective of fund holdings, Guolian Fund has one fund heavily invested in Hangzhou Iron and Steel, specifically Guolian Steel A (国联钢铁A), which reduced its holdings by 7.56 thousand shares in the second quarter [2] - As of the latest data, Guolian Steel A holds 661.5 thousand shares, accounting for 3.66% of the fund's net value, making it the fifth-largest holding [2] - The fund has experienced a year-to-date return of 19.65% and a one-year return of 40.9%, with a total fund size of 1.56 billion yuan [2]

二、公司主要产品产量、销量、平均售价情况： | 钢材产品 | 产量（万吨） | 销量（万吨） | 平均售价（不含税、元/吨） | | --- | --- | --- | --- | | 冷轧钢材 | 108.04 | 109.67 | 3814.20 | | 热轧钢材 | 319.44 | 324.66 | 3228.72 | 证券代码：600782 证券简称：新钢股份 公告编号：临2025-061 新余钢铁股份有限公司 2025年半年度经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号—行业信息披露》的相关规定，新余钢铁股份有限公司（以下简 称"公司"）现将 2025 年半年度的主要经营数据公告如下： 一、公司主要会计数据和财务指标情况： 本公告经营数据未经审计，请投资者注意投资风险并审慎使用。 特此公告。 单位：万元 币种：人民币 项目 本报告期 本报告期比上年同期增减 变动幅度(%) 营业收入 1,751,191.39 -18.33 归属于上市公 ...