8月26日，甬金股份（维权）盘中上涨2.00%，截至11:29，报18.87元/股，成交1.20亿元，换手率 1.76%，总市值68.99亿元。 资金流向方面，主力资金净流入69.86万元，特大单买入863.89万元，占比7.20%，卖出1264.79万元，占 比10.55%；大单买入3267.04万元，占比27.24%，卖出2796.28万元，占比23.32%。 甬金股份今年以来股价涨6.05%，近5个交易日涨3.68%，近20日涨3.62%，近60日涨16.60%。 机构持仓方面，截止2025年6月30日，甬金股份十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1248.42万股，相比上期增加3.28万股。易方达供给改革混合（002910）位居第六大流通股 东，持股734.69万股，相比上期减少610.68万股。易方达资源行业混合（110025）退出十大流通股东之 列。 今年以来甬金股份已经2次登上龙虎榜，最近一次登上龙虎榜为6月12日，当日龙虎榜净买入-6064.84万 元；买入总计7934.03万元 ，占总成交额比12.12%；卖出总计1.40亿元 ，占总成交额比21.38%。 责任编辑 ...

Core Viewpoint - The company is committed to enhancing quality and efficiency while ensuring shareholder returns, aligning with national policies and market expectations [1][7]. Group 1: Business Performance - In the first half of 2025, the company achieved a revenue of 20.125 billion yuan and a net profit attributable to shareholders of 303 million yuan, reflecting a slight year-on-year decline but maintaining strong operational resilience [2]. - The company has accelerated the release of production capacity, with the "120,000 tons high-quality wide stainless steel strip project (Phase I)" and the "260,000 tons precision stainless steel strip project (Phase I)" showing significant progress [2][3]. Group 2: Strategic Development - The company focuses on its core stainless steel business while diversifying through projects in titanium alloy materials, battery casing materials, and composite materials, aiming for a synergistic development model [2][3]. - A strategy of cost control is emphasized, including optimizing processes, reducing raw material consumption, and enhancing operational efficiency [3]. Group 3: Shareholder Returns - The company proposes a mid-term dividend plan, suggesting a cash dividend of 3 yuan per 10 shares, reflecting a commitment to long-term shareholder returns [3]. - Since its listing in 2019, the company has maintained a consistent cash dividend policy, with a total of 843 million yuan distributed over the last three years [3]. Group 4: Investor Relations - The company has engaged in over 40 investor meetings and 400 communications in the first half of 2025, enhancing transparency and investor confidence [5]. - Future plans include improving investor relations management through various channels and platforms to effectively communicate the company's value [5][6]. Group 5: Corporate Governance - The company adheres to a strict governance framework, holding multiple board meetings and ensuring compliance with legal and regulatory requirements [6]. - Continuous improvement of governance mechanisms and risk management practices is prioritized to enhance operational efficiency [6]. Group 6: Future Outlook - The company aims to continue its "quality enhancement, efficiency improvement, and return to shareholders" initiatives, focusing on operational efficiency and effective communication with investors [7].

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