三钢闽光(002110) - 2025 Q2 - 季度业绩预告

Fujian Sansteel Minguang Co., Ltd. 2025 Semi-Annual Performance Forecast Current Period Performance Forecast The company anticipates a turnaround to profitability in the first half of 2025, with net profit attributable to shareholders projected at CNY 130.68 million, a 155.78% increase compared to a CNY 234.2577 million loss in the prior year Performance Forecast Summary | Item | Current Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | Profit: CNY 130.68 Million (155.78% YoY Growth) | Loss: CNY 234.2577 Million | | Net Profit Excluding Non-Recurring Items | Profit: CNY 108.31 Million (139.97% YoY Growth) | Loss: CNY 271.0101 Million | | Basic Earnings Per Share | Profit: CNY 0.05/share | Loss: CNY 0.1/share | Communication with Accounting Firm The financial data in this performance forecast is unaudited, but the company has pre-communicated with the accounting firm on relevant matters, with no significant disagreements - The financial data in this performance forecast is unaudited[4] - The company has pre-communicated with the accounting firm regarding the performance forecast, and there are no significant disagreements[4] Explanation of Performance Change The primary drivers for the turnaround to profitability are the significant decline in raw material prices, coupled with the company's ongoing cost reduction, efficiency improvement, and product structure optimization strategies, which successfully offset the negative market impacts of weak downstream demand and falling steel prices - Market Environment: In the first half of 2025, the steel industry faced challenges including weak downstream demand, sustained high supply, and fluctuating downward steel prices[5] - Cost-side Benefits: A significant decline in major raw material prices created favorable conditions for the company's profitability improvement[5] - Company Strategies: The company continuously promoted high-end, intelligent, green, and low-cost strategies, optimized product structure, and deepened full-process cost reduction, ultimately achieving a turnaround to profitability[5][6] Risk Warning The company explicitly states that this performance forecast is a preliminary estimate by the finance department, and the final accurate financial data will be disclosed in the 2025 semi-annual report, advising investors to exercise caution and be aware of investment risks - This performance forecast represents preliminary estimates by the company's finance department and is not final data[7] - Specific financial data will be detailed in the company's 2025 semi-annual report, and investors are advised to be aware of investment risks[7]