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山东钢铁两年亏损超26亿元 一季度减亏95%
中研普华研究员洪前进向记者分析称,近年来,钢铁行业供需错配问题突出,市场供大于求矛盾加剧, 铁矿石、焦炭等原材料价格的上涨,进一步压缩了钢铁企业的利润空间。不过,2025年一季度钢铁行业 上游原材料价格较上年同期明显回落,宏观经济阶段性回暖带动下游需求边际修复,基建、制造业等领 域用钢需求有所回升,钢材价格止跌趋稳,市场环境较2024年同期显著改善,推动山东钢铁实现大幅减 亏。 4月7日晚间,山东钢铁(600022.SH)披露2024年业绩快报显示,2024年归母净利润亏损22.58亿元,较 2023年同期的4亿元亏损额显著扩大。值得注意的是,2025年第一季度预亏收窄至1450万元,较上年同 期的6.38亿元亏损额锐减95%。 对于上述业绩表现,《中国经营报》记者联系山东钢铁方面置评,但截至发稿未获回复。山东钢铁方面 在报告中表示,2024年业绩亏损主要源于经济回暖不及预期,钢铁市场环境没有根本性改观,钢铁行业 供强需弱矛盾突出,购销差价下降,叠加生产波动和费用集中处理等因素,经营压力增加。 一季度减亏95% 2025年一季度,山东钢铁迎来业绩改善信号。业绩预告显示,公司预计一季度实现利润总额1.53亿元左 ...
山东钢铁股份有限公司2024年度业绩快报公告
登录新浪财经APP 搜索【信披】查看更多考评等级 股票简称:山东钢铁 证券代码:600022 编号:2025-014 山东钢铁股份有限公司 2024年度业绩快报公告 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。 本公告所载2024年度主要财务数据为初步核算数据,未经会计师事务所审计,具体数据以山东钢铁股份 有限公司(以下简称"公司")2024年年度报告中披露的数据为准,敬请投资者注意投资风险。 一、2024年度主要财务数据和指标 单位:元 币种:人民币 ■ 注:上表数据以公司未经审计的合并报表数据填列。 二、经营业绩和财务状况情况说明 (一)经营业绩、财务状况 报告期内,公司实现营业收入820.94亿元,利润总额-25.07亿元,归属于上市公司股东的净利润-22.58亿 元,归属于上市公司股东的扣除非经常性损益的净利润-21.80亿元,归属于上市公司股东的所有者权益 187.83亿元。 (二)影响经营业绩的主要因素及原因 1.经济回暖不及预期,钢铁市场环境没有根本性改观,钢铁行业供强需弱矛盾突出,购销差价较上期大 幅下降。 ...
4月7日晚间公告 | 中国中车、孩子王等一季度业绩大增;万华化学拟3亿元-5亿元回购股份
Xuan Gu Bao· 2025-04-07 12:02
Group 1: Stock Suspension and Resumption - Beizhi Technology plans to acquire 100% of Suzhou Suike Intelligent Technology Co., Ltd., resulting in stock suspension [1] - Taihao Technology intends to issue shares to purchase 27.46% equity of Taihao Military Industry, leading to stock resumption. This acquisition is expected to strengthen the company's industrial layout in the military equipment sector [1] Group 2: Share Buyback - Wanhua Chemical's chairman proposed a share buyback plan ranging from 300 million to 500 million yuan [2] Group 3: Investment Cooperation and Operational Status - Guotai Junan has changed its A-share stock name to Guotai Haitong starting April 11 and has been approved to publicly issue company bonds not exceeding 60 billion yuan to professional investors [3] - Lizhong Group stated that the adjustment of U.S. tariffs will not significantly impact its production and operations [3] - Haoyang Co., Ltd. plans to invest no less than 603 million yuan in the construction of an entertainment equipment industrial base project [4] - Runjian Co., Ltd. is a candidate for the procurement project of comprehensive maintenance for Guangdong Unicom's 5G services, with a total bid scale of 179 million yuan [4] - Samsung Medical's wholly-owned subsidiary, Aix Smart Technology, won a transformer procurement framework project in Hungary, with a total contract amount of 23,840,958.10 euros, approximately 190 million yuan [4] - Nandu Property plans to increase its investment in Hangzhou Yunxiang Robot by 15 million yuan [5] Group 4: Performance Changes - Xiaogoods City reported a net profit of 803 million yuan in Q1, a year-on-year increase of 12.66%, mainly due to a 97 million yuan increase in gross profit from market operations and new businesses [6] - Kidswant expects a Q1 net profit between 29.1471 million and 38.4742 million yuan, a year-on-year increase of 150%-230%, driven by store upgrades, supply chain optimization, and AI development [6] - China CNR anticipates a Q1 net profit between 2.822 billion and 3.226 billion yuan, a year-on-year increase of 180%-220%, due to increased product sales [6] - Yonghe Co., Ltd. expects a Q1 net profit between 91 million and 103 million yuan, a year-on-year increase of 144.49% to 176.74%, attributed to strong demand for refrigerants and fluoropolymer materials [6] - Yinglian Co., Ltd. forecasts a Q1 net profit between 7.5 million and 11 million yuan, a year-on-year increase of 459.28%-720.28%, due to market expansion and improved gross margins [6] - Limin Co., Ltd. expects to achieve a net profit of 100 million to 120 million yuan in Q1 2025, turning a profit due to rising prices and increased sales of its main products [7] - China Aluminum anticipates a Q1 net profit between 3.4 billion and 3.6 billion yuan, a year-on-year increase of 53% to 63%, driven by increased production of major products [8] - Shandong Steel expects a total profit of approximately 15.3 million yuan in Q1 2025, with a net profit of around -1.45 million yuan, significantly reducing losses [8] - COSCO Shipping Holdings expects a Q1 net profit of 11.689 billion yuan, an increase of approximately 73.04% year-on-year [8] - Tiande Yu expects a Q1 net profit of 70.5681 million yuan, a year-on-year increase of 116.96%, driven by new product and market development [8] - Jinaobo expects a Q1 net profit between 33 million and 40 million yuan, a year-on-year increase of 128.18% to 176.59%, due to significant revenue growth in specialized equipment [8]
4.7犀牛财经晚报:尾盘沪深300ETF集体放量 中国中车一季度净利润预增180%-220%
Xi Niu Cai Jing· 2025-04-07 10:20
首批科创板创新药ETF上报 首批2只科创板创新药ETF于今日报会,将进一步丰富科创板行业主题ETF产品链,便利投资者进行科 创板配置。此外,今日还有科创板新能源ETF、科创板100ETF等产品获批。科创板指数ETF产品加速扩 容。今年以来,已有31只科创板ETF上市,标的涵盖科创综指、科创200等宽基,以及科创人工智能、 科创芯片等行业主题,反映出市场对科创板投资价值的认可和坚定信心。(人民财讯) 今天上午,一张显示"微软停止中国区运营"的邮件截图在社交软件上流传,该邮件内容称:由于地缘政 治及国际业务环境的变化,微软将调整其全球战略布局,并将于2025年4月8日起正式停止在中国区的运 营。据了解,此邮件为上海微创公司信息。有微创内部员工向新浪科技透露称,"此次波及业务主要包 括office相关业务外包部门。"并提到,"3号通知的领导,4号就没有工作做了,今天领导就直接跟我们 说了。我们这边整个项目组都被端了,大概四五百人吧,正在排队等约谈,有n+1。"截至发稿,微软 官方暂无回应。对此,新浪科技拨通了微创软件官方电话,相关工作人员表示,"还没有得到消息,也 没有对外发布的权限,请以官方消息为准。"截至发稿, ...
山东钢铁(600022) - 2024 Q4 - 年度业绩
2025-04-07 08:25
Financial Performance - Total operating revenue for 2024 was CNY 82.09 billion, a decrease of 9.26% compared to the previous year[5] - The total profit for the period was CNY -2.51 billion, with a net profit attributable to shareholders of CNY -2.26 billion[6] - The net profit excluding non-recurring gains and losses was CNY -2.18 billion, reflecting significant financial challenges[5] - Basic earnings per share were CNY -0.2129, compared to CNY -0.0373 in the previous year[5] - The weighted average return on equity was -11.28%, a significant decline from -1.85%[5] Asset and Equity Changes - The company's total assets decreased by 2.16% to CNY 65.31 billion from the beginning of the period[5] - Shareholders' equity attributable to the company decreased by 11.11% to CNY 18.78 billion[5] Market Conditions - The steel market environment remains challenging, with supply exceeding demand and significant pressure on profit margins[6] - The company faced operational pressures due to production fluctuations and concentrated expense handling[6] Investor Advisory - Investors are advised to be cautious as the reported financial data is preliminary and may differ from the final annual report[6]
山东钢铁(600022) - 2025 Q1 - 季度业绩预告
2025-04-07 08:25
Financial Performance - The company expects a total profit of approximately 153 million yuan for Q1 2025, with a net profit attributable to shareholders of the parent company estimated at -14.5 million yuan, significantly reducing losses compared to the same period last year [3]. - In Q1 2024, the company reported a total profit of -788 million yuan and a net profit attributable to shareholders of the parent company of -638 million yuan [4]. - The estimated net profit attributable to shareholders of the parent company after deducting non-recurring gains and losses for Q1 2025 is approximately -17.5 million yuan [3]. - The estimated earnings per share for Q1 2025 is approximately -0.0015 yuan [3]. Cost Management - The company achieved a reduction in production costs, with the cost per ton of steel at the Rizhao and Steel City bases decreasing by approximately 65 yuan and 80 yuan, respectively, compared to the same period last year [6]. - The company improved its purchase and sales price difference by over 200 yuan per ton compared to the previous year through effective market tracking and product structure optimization [6]. - The company has implemented a three-level cost control system to significantly reduce operational costs and cash expenses [6]. Forecast and Disclosure - The performance forecast has not been audited by registered accountants, but there are no discrepancies between the company and the auditing firm regarding this forecast [5]. - The company emphasizes the importance of timely information disclosure and advises investors to make cautious decisions [7]. - The performance forecast is based on preliminary calculations by the company's finance department, with detailed financial data to be disclosed in the Q1 2025 report [7].
山东钢铁(600022) - 山东钢铁股份有限公司关于注销莱芜分公司的公告
2025-03-05 08:15
根据山东钢铁股份有限公司(以下简称"公司")经营管理需要,公 司拟按照《公司法》《公司章程》的有关规定,依法定程序注销山东钢铁 股份有限公司莱芜分公司(以下简称"莱芜分公司"),具体情况如下: 一、基本情况 股票简称:山东钢铁 证券代码:600022 编号:2025-013 山东钢铁股份有限公司 (八)经营范围:发电、供热,供水(以上范围有效期限以许可证为 准)。钢铁冶炼、加工及技术咨询服务,钢材、大锻件、焦炭及炼焦化产 品、水渣和炼钢副产品的生产及销售,铁矿石及类似矿石销售,自营进出 口业务。(依法须经批准的项目,经相关部门批准后方可开展经营活动)。 关于注销莱芜分公司的公告 本公司及董事会全体成员保证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、准确和完整承担个别及 连带责任。 — 1 — (一)名称:山东钢铁股份有限公司莱芜分公司 (二)统一社会信用代码:913712005913767037 (三)类型:其他股份有限公司分公司(上市) (四)地址:济南市钢城区府前大街 99 号 (五)负责人:吕铭 (六)成立日期:2012 年 2 月 27 日 (七)营业期限:长期 (九)经营 ...
山东钢铁(600022) - 山东钢铁股份有限公司关于开展2025年度商品期货套期保值业务的公告
2025-03-05 08:15
股票简称:山东钢铁 证券代码:600022 编号:2025-012 (一)交易目的 山东钢铁股份有限公司 关于开展 2025 年度商品期货套期保值业务的公告 本公司及董事会全体成员保证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、准确和完整承担个别及 连带责任。 重要内容提示: ●交易目的、交易品种、交易工具、交易场所和交易金额:为有效 防范价格波动风险,实现持续稳健经营,山东钢铁股份有限公司(以下 简称"公司")及控股子公司山东钢铁集团日照有限公司(以下简称"日 照公司")严格按照套期保值原则开展商品套期保值业务。开展商品类 金融衍生品业务的品种包括铁矿石、焦炭、锰硅合金、电解镍。交易工 具为期货、期权,交易场所为境内的场内期货交易所,上海期货交易所、 大连商品交易所、郑州商品交易所。公司及控股子公司日照公司常备套 期保值业务交易保证金上限为人民币 2 亿元(不含本数)。 ●已履行及拟履行的审议程序:本事项已经公司第八届董事会第十 次会议审议通过,无需提交公司股东会审议。 ●特别风险提示:公司开展套期保值业务,不以套利、投机为目的, 但进行套期保值业务仍可能存在市场风险、资金风险、 ...
山东钢铁(600022) - 山东钢铁股份有限公司第八届董事会第十次会议决议公告
2025-03-05 08:15
股票简称:山东钢铁 证券代码:600022 编号:2025-011 山东钢铁股份有限公司 第八届董事会第十次会议决议公告 本公司及董事会全体成员保证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、准确和完整承担个别及 连带责任。 一、董事会会议召开情况 — 1 — (一)本次董事会会议召开符合有关法律、行政法规、部门规章、 规范性文件和公司章程的规定。 (二)本次董事会会议通知于 2025 年 2 月 27 日以电子邮件和直接 送达的方式发出。 (三)本次董事会会议于 2025 年 3 月 5 日上午 10:00 以通讯方式召 开。 (四)本次董事会会议应到董事 7 人,实际出席会议的董事 7 人。 (五)本次会议由公司董事长解旗先生主持,公司监事和高级管理 人员列席会议。 二、董事会会议审议情况 本次会议以通讯表决方式审议并通过了以下议案: (一)关于 2025 年度商品套期保值计划的议案 该议案已分别经公司董事会风险管理与审计委员会、独立董事专门 会议审议通过。 表决结果:赞成 7 票,反对 0 票,弃权 0 票。 详细内容见上海证券交易所网站(www.sse.com.cn)公告。 ...
山东钢铁(600022) - 山东钢铁股份有限公司关于董事辞职的公告
2025-02-28 08:15
山东钢铁股份有限公司 股票简称:山东钢铁 证券代码:600022 编号:2025-009 罗文军先生在担任公司董事期间,兢兢业业,勤勉尽责,为公司改 革建设发展做出了重要贡献,公司董事会对此给予充分的肯定,并对其 表示衷心的感谢。 特此公告。 山东钢铁股份有限公司董事会 2025 年 3 月 1 日 关于董事辞职的公告 本公司及董事会全体成员保证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、准确和完整承担个别及 连带责任。 山东钢铁股份有限公司(以下简称"公司")董事会于 2025 年 2 月 28 日收到公司董事罗文军先生提交的书面辞呈,因工作调整,罗文军先 生申请辞去公司董事、董事会专门委员会委员职务。根据《公司章程》 等相关规定,该辞呈自送达公司董事会之日起生效。罗文军先生辞职不 会影响公司工作的正常运行。 ...