10月30日，首钢股份发布2025年三季报。报告显示，公司前三季度营业收入为772.34亿元，同比下降 5.78%；归母净利润为9.53亿元，同比增长368.13%；扣非归母净利润为9.88亿元，同比增长 42686.30%；基本每股收益0.12元。 2025年三季度，公司期间费用为21.06亿元，较上年同期减少2.29亿元；期间费用率为2.73%，较上年同 期下降0.12个百分点。其中，销售费用同比增长9.36%，管理费用同比增长6.83%，研发费用同比减少 3.77%，财务费用同比减少32.60%。 筹码集中度方面，截至2025年三季度末，公司股东总户数为9.18万户，较上半年末增加了8036户，增幅 9.59%；户均持股市值由上半年末的31.56万元增加至35.99万元，增幅为14.05%。 资料显示，北京首钢股份有限公司位于北京市石景山区群明湖南路6号院3号楼，成立日期1999年10月15 日，上市日期1999年12月16日，公司主营业务涉及金属软磁材料(电工钢)和钢铁产品生产和销售。主营 业务收入构成为：冷轧41.42%，热轧39.28%，金属软磁材料15.10%，其他(补充)2.84%，其他产品 ...

10月30日，首钢股份盘中上涨2.18%，截至10:29，报4.22元/股，成交1.09亿元，换手率0.35%，总市值 327.26亿元。 资金流向方面，主力资金净流入1003.09万元，特大单买入1587.09万元，占比14.52%，卖出0.00元，占 比0.00%；大单买入2333.26万元，占比21.35%，卖出2917.27万元，占比26.69%。 首钢股份今年以来股价涨39.37%，近5个交易日涨0.48%，近20日涨2.93%，近60日跌4.09%。 首钢股份所属申万行业为：钢铁-普钢-板材。所属概念板块包括：低价、创投、人形机器人、中盘、京 津冀等。 截至6月30日，首钢股份股东户数8.38万，较上期减少2.12%；人均流通股77692股，较上期增加2.17%。 2025年1月-6月，首钢股份实现营业收入525.17亿元，同比减少7.35%；归母净利润6.57亿元，同比增长 66.45%。 分红方面，首钢股份A股上市后累计派现82.21亿元。近三年，累计派现4.05亿元。 机构持仓方面，截止2025年6月30日，首钢股份十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股5361.33 ...

Core Viewpoint - Shougang Co., Ltd. experienced a stock price decline of 2.14% on October 24, 2023, with a current price of 4.11 CNY per share and a total market capitalization of 31.873 billion CNY [1] Group 1: Stock Performance - Year-to-date, Shougang's stock price has increased by 35.73%, with a slight increase of 0.49% over the last five trading days, but a decline of 11.04% over the last 20 days and 5.30% over the last 60 days [2] - As of June 30, 2025, the number of shareholders decreased by 2.12% to 83,800, while the average circulating shares per person increased by 2.17% to 77,692 shares [2] Group 2: Financial Performance - For the first half of 2025, Shougang reported operating revenue of 52.517 billion CNY, a year-on-year decrease of 7.35%, while net profit attributable to shareholders increased by 66.45% to 656 million CNY [2] - Since its A-share listing, Shougang has distributed a total of 8.221 billion CNY in dividends, with 405 million CNY distributed over the last three years [3] Group 3: Shareholder Composition - As of June 30, 2025, Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, holding 53.6133 million shares, an increase of 9.779 million shares from the previous period [3] - Southern CSI 500 ETF is the tenth largest circulating shareholder, holding 23.1542 million shares as a new shareholder [3]

Core Viewpoint - The company, Maijie Technology, is actively expanding its downstream resources in the field of metal soft magnetic materials, targeting various sectors including energy storage, automotive electronics, consumer energy storage, and communication power supplies [1] Group 1 - The customer base primarily includes leading domestic manufacturers, with small batch supply already achieved [1] - The company plans to deepen collaboration with Anke Yuan to enhance customer partnerships [1]

Core Insights - Shougang Co., Ltd. has seen a stock price increase of 44.32% year-to-date, with a recent rise of 8.44% over the last five trading days [1] - The company reported a revenue of 525.17 billion yuan for the first half of 2025, a year-on-year decrease of 7.35%, while net profit attributable to shareholders increased by 66.45% to 6.57 billion yuan [2] - The company has distributed a total of 82.21 billion yuan in dividends since its A-share listing, with 4.05 billion yuan distributed over the last three years [3] Financial Performance - As of June 30, 2025, Shougang Co., Ltd. had 83,800 shareholders, a decrease of 2.12% from the previous period [2] - The average number of circulating shares per shareholder increased by 2.17% to 77,692 shares [2] Shareholder Composition - As of June 30, 2025, Hong Kong Central Clearing Limited was the seventh-largest circulating shareholder, holding 53.61 million shares, an increase of 9.78 million shares from the previous period [3] - Southern CSI 500 ETF entered as a new shareholder, holding 23.15 million shares [3] Market Activity - On October 10, 2023, Shougang Co., Ltd.'s stock price reached 4.37 yuan per share, with a trading volume of 1.41 billion yuan and a turnover rate of 0.50% [1] - The company experienced a net outflow of 6.47 million yuan in principal funds, with significant buying and selling activity from large orders [1]

Core Viewpoint - Shougang Co., Ltd. has experienced a decline in stock price recently, despite a year-to-date increase, indicating potential volatility in the market [1][2]. Financial Performance - As of June 30, 2025, Shougang Co., Ltd. reported a revenue of 52.517 billion yuan, a year-on-year decrease of 7.35% [2]. - The company achieved a net profit attributable to shareholders of 0.657 billion yuan, reflecting a significant year-on-year increase of 66.45% [2]. Stock Market Activity - On September 29, 2023, Shougang's stock price fell by 2.24%, trading at 3.93 yuan per share with a total market capitalization of 30.477 billion yuan [1]. - The stock has seen a year-to-date increase of 29.79%, but has declined by 5.98% over the last five trading days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased to 83,800, a reduction of 2.12% from the previous period [2]. - The average number of circulating shares per shareholder increased by 2.17% to 77,692 shares [2]. Dividend Distribution - Since its A-share listing, Shougang has distributed a total of 8.221 billion yuan in dividends, with 0.405 billion yuan distributed over the last three years [3]. Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited is the seventh-largest circulating shareholder, holding 53.6133 million shares, an increase of 9.779 million shares from the previous period [3]. - Southern CSI 500 ETF is a new entrant among the top ten circulating shareholders, holding 23.1542 million shares [3].

Group 1 - The core point of the news is that Shougang Co., Ltd. experienced a stock price increase of 5.64% on September 16, reaching 4.68 CNY per share, with a trading volume of 291 million CNY and a turnover rate of 1.00%, resulting in a total market capitalization of 36.293 billion CNY [1] - Shougang Co., Ltd. is based in Beijing and was established on October 15, 1999, with its listing date on December 16, 1999. The company primarily engages in the production and sales of soft magnetic materials (electrical steel) and steel products [1] - The revenue composition of Shougang Co., Ltd. includes cold-rolled products at 41.42%, hot-rolled products at 39.28%, soft magnetic materials at 15.10%, and other products at 3.22% [1] Group 2 - From the perspective of fund holdings, Hongde Fund has one fund heavily invested in Shougang Co., Ltd. The Hongde Quality Governance Mixed Fund (011530) held 1.0737 million shares in the second quarter, accounting for 1.06% of the fund's net value, making it the sixth-largest holding [2] - The Hongde Quality Governance Mixed Fund (011530) was established on March 23, 2021, with a current scale of 344 million CNY. Year-to-date returns are 11.05%, ranking 5639 out of 8174 in its category, while the one-year return is 29.21%, ranking 5288 out of 7982 [2]

Group 1 - The core viewpoint of the news is that Shougang Co., Ltd. experienced a stock price increase of 5.64% on September 16, reaching 4.68 CNY per share, with a trading volume of 291 million CNY and a turnover rate of 1.00%, resulting in a total market capitalization of 36.293 billion CNY [1] - Shougang Co., Ltd. is primarily engaged in the production and sales of metal soft magnetic materials (electrical steel) and steel products, with its main business revenue composition being: cold-rolled products 41.42%, hot-rolled products 39.28%, metal soft magnetic materials 15.10%, and others 2.84% [1] - The company is located in Shijingshan District, Beijing, and was established on October 15, 1999, with its listing date on December 16, 1999 [1] Group 2 - Among the top ten circulating shareholders of Shougang Co., Ltd., a fund under Southern Fund ranks as a significant shareholder, specifically the Southern CSI 500 ETF (510500), which entered the top ten in the second quarter with 23.1542 million shares, accounting for 0.36% of circulating shares [2] - The Southern CSI 500 ETF (510500) has a current scale of 113.438 billion CNY and has achieved a year-to-date return of 26.32%, ranking 1820 out of 4222 in its category, with a one-year return of 62.44%, ranking 1495 out of 3804 [2]

Company Overview - Shougang Corporation is located in Beijing and was established on October 15, 1999, with its listing date on December 16, 1999 [1] - The company primarily engages in the production and sales of electrical steel and steel products, with main business revenue composition as follows: cold-rolled 41.42%, hot-rolled 39.28%, soft magnetic materials 15.10%, others 2.84%, other products 0.98%, and steel billets 0.38% [1] Financial Performance - As of June 30, 2025, Shougang Corporation reported a revenue of 52.517 billion yuan, a year-on-year decrease of 7.35%, while the net profit attributable to shareholders was 0.657 billion yuan, showing a year-on-year increase of 66.45% [2] - The company has cumulatively distributed 8.221 billion yuan in dividends since its A-share listing, with 1.03 billion yuan distributed over the past three years [3] Stock Performance - On September 16, Shougang Corporation's stock price decreased by 2.03%, trading at 4.34 yuan per share, with a total market capitalization of 33.657 billion yuan [1] - The stock has increased by 43.33% year-to-date, with a 4.08% increase over the last five trading days, 4.58% over the last twenty days, and 29.55% over the last sixty days [1] Shareholder Information - As of June 30, 2025, the number of shareholders for Shougang Corporation was 83,800, a decrease of 2.12% from the previous period, with an average of 77,692 circulating shares per shareholder, an increase of 2.17% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 53.6133 million shares, an increase of 9.779 million shares from the previous period, while Southern CSI 500 ETF is a new shareholder with 23.1542 million shares [3] Market Activity - The net inflow of main funds was 4.9161 million yuan, with large orders accounting for 27.94% of purchases and 22.12% of sales [1] - The company is categorized under the steel industry, specifically in the sub-sector of general steel and sheet products, and is associated with concepts such as low price, Beijing-Tianjin-Hebei integration, Beijing state-owned assets, Xiong'an New Area, and Tesla [1]

Core Viewpoint - Shougang Co., Ltd. has experienced a significant stock price increase of 45.64% year-to-date, with recent trading activity showing a slight decline of 2.00% on September 15, 2023, indicating potential volatility in the market [1]. Financial Performance - For the first half of 2025, Shougang Co., Ltd. reported a revenue of 52.517 billion yuan, a year-on-year decrease of 7.35%, while the net profit attributable to shareholders increased by 66.45% to 0.657 billion yuan [2]. - Cumulative cash dividends since the A-share listing amount to 8.221 billion yuan, with 1.03 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Shougang Co., Ltd. was 83,800, a decrease of 2.12% from the previous period, with an average of 77,692 circulating shares per shareholder, an increase of 2.17% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 9.779 million shares to 53.6133 million shares, and Southern CSI 500 ETF, which is a new shareholder with 2.31542 million shares [3]. Stock Market Activity - On September 15, 2023, Shougang Co., Ltd. saw a trading volume of 118 million yuan, with a turnover rate of 0.40% and a total market capitalization of 34.199 billion yuan [1]. - The stock experienced a net outflow of 19.7348 million yuan from major funds, with significant selling pressure observed [1].