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 0.98%，钢坯0.38%。 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、增持回购、中盘、融资融券、 特斯拉等。 截至9月30日，首钢股份股东户数9.18万，较上期增加9.59%；人均流通股70890股，较上期减少8.75%。 2025年1月-9月，首钢股份实现营业收入772.34亿元，同比减少5.78%；归母净利润9.53亿元，同比增长 368.13%。 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9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4631.40万股，相比上期减少729.93万股。南方中证500ETF（510500）位居第九大流通股 东，持股2262.55万股， ...

截至9月30日，首钢股份股东户数9.18万，较上期增加9.59%；人均流通股70890股，较上期减少8.75%。 2025年1月-9月，首钢股份实现营业收入772.34亿元，同比减少5.78%；归母净利润9.53亿元，同比增长 368.13%。 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9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4631.40万股，相比上期减少729.93万股。南方中证500ETF（510500）位居第九大流通股 东，持股2262.55万股，相比上期减少52.87万股。国泰中证钢铁ETF（515210）位居第十大流通股东， 持股1552.95万股，为新进股东。 12月1日，首钢股份盘中上涨2.17%，截至09:49，报4.24元/股，成交3496.10万元，换手率0.11%，总市 值328.81亿元。 资金流向方面，主力资金净流出135.50万元，特大单买入249.36万元，占比7.13%，卖出210.00万元，占 比6.01%；大单买入529.22万元，占比15.14%，卖出704. ...

Core Points - Shougang Co., Ltd. experienced a stock price increase of 2.02% on November 13, reaching 4.54 CNY per share, with a total market capitalization of 35.208 billion CNY [1] - The company reported a year-to-date stock price increase of 49.93%, with a 2.71% rise over the last five trading days and an 8.87% increase over the last 20 and 60 days [1] - As of September 30, 2025, Shougang Co., Ltd. had 91,800 shareholders, an increase of 9.59% from the previous period, with an average of 70,890 circulating shares per shareholder, down 8.75% [2] Financial Performance - For the period from January to September 2025, Shougang Co., Ltd. achieved an operating revenue of 77.234 billion CNY, a year-on-year decrease of 5.78%, while the net profit attributable to shareholders increased by 368.13% to 0.953 billion CNY [2] - The company has distributed a total of 8.221 billion CNY in dividends since its A-share listing, with 0.405 billion CNY distributed in the last three years [3] Shareholding Structure - As of September 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 46.314 million shares, a decrease of 7.2993 million shares from the previous period [3] - The Southern CSI 500 ETF and Guotai CSI Steel ETF were among the top ten circulating shareholders, with holdings of 22.6255 million shares and 15.5295 million shares, respectively [3] Business Overview - Shougang Co., Ltd. is primarily engaged in the production and sales of electrical steel and steel products, with revenue composition as follows: cold-rolled products (41.42%), hot-rolled products (39.28%), and soft magnetic materials (15.10%) [1] - The company operates within the steel industry, specifically in the sub-sector of general steel and sheet products, and is associated with concepts such as solar energy, carbon neutrality, and the Xiong'an New Area [1]

Core Viewpoint - Shougang Co., Ltd. has experienced a stock price decline of 2.22% on November 10, with a current price of 4.41 CNY per share, despite a year-to-date increase of 45.64% [1] Financial Performance - For the period from January to September 2025, Shougang Co., Ltd. reported operating revenue of 77.234 billion CNY, a year-on-year decrease of 5.78%, while net profit attributable to shareholders increased by 368.13% to 0.953 billion CNY [2] - Cumulative cash dividends since the A-share listing amount to 8.221 billion CNY, with 0.405 billion CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 9.59% to 91,800, while the average circulating shares per person decreased by 8.75% to 70,890 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 46.314 million shares (a decrease of 7.2993 million shares), and the newly entered Guotai CSI Steel ETF, holding 15.5295 million shares [3] Market Activity - On November 10, the trading volume reached 87.0146 million CNY, with a turnover rate of 0.26% and a total market capitalization of 34.199 billion CNY [1] - The net outflow of main funds was 145,900 CNY, with significant buying and selling activity from large orders [1] Business Overview - Shougang Co., Ltd. specializes in the production and sales of electrical steel and steel products, with revenue composition from cold-rolled (41.42%), hot-rolled (39.28%), and soft magnetic materials (15.10%) [1] - The company is categorized under the steel industry, specifically in the sub-sector of general steel and sheet products [1]

Core Insights - Shougang Co., Ltd. reported a revenue of 77.234 billion yuan for the first three quarters of 2025, a year-on-year decrease of 5.78% [1] - The net profit attributable to shareholders reached 0.953 billion yuan, marking a significant year-on-year increase of 368.13% [1] - The company's net profit excluding non-recurring items was 0.988 billion yuan, showing a remarkable growth of 42686.30% year-on-year [1] Financial Performance - Basic earnings per share for the reporting period was 0.12 yuan [2] - The weighted average return on equity was 1.90% [2] - As of October 30, 2025, the price-to-earnings ratio (TTM) was approximately 44.52, the price-to-book ratio (LF) was about 0.65, and the price-to-sales ratio (TTM) was around 0.31 [2] - The gross profit margin for the first three quarters was 5.25%, an increase of 1.51 percentage points year-on-year, while the net profit margin was 1.34%, up by 0.96 percentage points compared to the previous year [2] - In Q3 2025, the gross profit margin was 5.44%, reflecting a year-on-year increase of 2.03 percentage points and a quarter-on-quarter increase of 0.21 percentage points [2] - The net profit margin for Q3 was 1.23%, up 1.69 percentage points year-on-year but down 0.23 percentage points from the previous quarter [2] Expense Management - Total operating expenses for the reporting period were 2.106 billion yuan, a decrease of 0.229 billion yuan year-on-year [2] - The expense ratio was 2.73%, down 0.12 percentage points from the same period last year [2] - Sales expenses increased by 9.36% year-on-year, while management expenses rose by 6.83% [2] - Research and development expenses decreased by 3.77%, and financial expenses saw a significant reduction of 32.60% year-on-year [2] Shareholder Dynamics - As of the end of Q3 2025, the total number of shareholders was 91,800, an increase of 8,036 or 9.59% from the end of the previous half [2] - The average market value of shares held per shareholder rose from 315,600 yuan at the end of the previous half to 359,900 yuan, an increase of 14.05% [2] Company Overview - Shougang Co., Ltd. is located in Shijingshan District, Beijing, and was established on October 15, 1999, with its listing date on December 16, 1999 [3] - The company's main business involves the production and sale of electrical steel and steel products, with revenue composition as follows: cold-rolled products 41.42%, hot-rolled products 39.28%, soft magnetic materials 15.10%, and others 2.84% [3] - The company belongs to the steel industry, specifically the general steel and sheet sector, and is associated with various concept sectors including low price, venture capital, humanoid robots, mid-cap, and Beijing-Tianjin-Hebei [3]

Core Insights - Shougang Co., Ltd. experienced a stock price increase of 2.18% on October 30, reaching 4.22 CNY per share, with a total market capitalization of 32.726 billion CNY [1] - The company reported a year-to-date stock price increase of 39.37%, with a slight increase of 0.48% over the last five trading days [1] Financial Performance - For the first half of 2025, Shougang Co., Ltd. achieved a revenue of 52.517 billion CNY, representing a year-on-year decrease of 7.35%, while the net profit attributable to shareholders increased by 66.45% to 0.657 billion CNY [2] - Cumulative cash dividends since the company's A-share listing amount to 8.221 billion CNY, with 0.405 billion CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders decreased to 83,800, while the average number of tradable shares per person increased by 2.17% to 77,692 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 9.779 million shares to 53.613 million shares [3]

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].