Nisco(600282) 证券时报网·2025-03-19 12:19Core Viewpoint - In 2024, Nanjing Steel Co., Ltd. reported a revenue of 61.81 billion yuan, a year-on-year decrease of 14.79%, while net profit attributable to shareholders increased by 6.37% to 2.26 billion yuan, indicating resilience amid industry challenges [1] Financial Performance - The company achieved a weighted average return on equity of 8.59%, an increase of 0.47 percentage points year-on-year [1] - In Q4 2024, net profit attributable to shareholders was 507 million yuan, a year-on-year increase of 10.24% [1] Strategic Initiatives - Nanjing Steel focuses on "high efficiency, low cost, and intelligent manufacturing" to adapt to market changes, resulting in a 17.46 million yuan reduction in M-end process costs [2] - The company invested 2.45 billion yuan in R&D, accounting for 3.96% of revenue, and completed 24 new product and technology evaluations, achieving international advanced standards [2] Product Development - Advanced steel material sales reached 2.61 million tons, accounting for 28.03% of total steel product sales, with a gross margin of 17.17%, an increase of 1.14 percentage points year-on-year [3] - The company received national patent recognition for four products, including 9% Ni steel and high-grade wear-resistant steel [2] Digital Transformation - Nanjing Steel is implementing a digital transformation strategy, focusing on "data governance + industrial internet + artificial intelligence" to enhance operational efficiency [4] - The company has established a smart manufacturing center and an integrated energy management center, achieving full digital application coverage in production and management [4] Market Performance - In 2024, the company recorded an export order volume of 1.51 million tons, a year-on-year increase of 20%, and an export volume of 1.51 million tons, up 25%, setting a historical high [5] - The company achieved a 100% market share in the ultra-large luxury cruise ship steel segment [5] Environmental Commitment - Nanjing Steel aims to achieve carbon peak by 2030 and carbon neutrality by 2050, completing ultra-low emission transformations across all processes [6] - The company has been recognized as a model for environmental performance, achieving a 100% compliance rate with national clean production standards [6] Shareholder Returns - Since the introduction of its shareholder return plan in 2018, the company has distributed a total of 9.73 billion yuan in dividends, with an average payout ratio exceeding 50% [7] - A cash dividend of 524 million yuan (including tax) is planned for the second half of 2024 [7]