BSP(SZ:000761) Zheng Quan Shi Bao Wang·2025-04-16 09:19Core Insights - The company is focusing on cost reduction and efficiency improvement while driving green transformation, aiming for high-quality development in a challenging market environment [1] Group 1: Company Performance - In 2024, the company achieved pig iron production of 9.88 million tons, crude steel production of 10.72 million tons, and finished products of 13.59 million tons [1] - The automotive sheet business grew against market trends, with a production increase of 8% to 2.825 million tons, and a significant 51% increase in outer sheet production to 169,200 tons [1] - The company improved its production line efficiency, with high-quality production lines accounting for 70.6% of total lines, and achieved a cost reduction of 101 yuan per ton of steel, resulting in an efficiency gain of 353 million yuan [1] Group 2: Industry Trends - The steel industry is accelerating its transformation and upgrading, with new regulations aimed at controlling crude steel production and promoting the use of electric furnaces and scrap steel [2] - Over 80% of steel enterprises have established intelligent control centers or are applying large model technologies to facilitate the industry's transition [2] Group 3: Technological Advancements - The company is advancing towards high-end, intelligent, and green transformation, achieving new milestones in digital construction and establishing a carbon data management platform [3] - The company has initiated 13 external technology cooperation projects with universities to enhance innovation capabilities and has filed 311 patent applications, including 20 overseas [3] Group 4: Investment and Environmental Initiatives - The company has set a fixed asset investment plan of 1.945 billion yuan for 2024, focusing on major technological upgrades and ultra-low emission modifications [4] - The company introduced a low-carbon metallurgy process combining scrap steel and electric furnaces, achieving over 30% carbon reduction in automotive steel products [4] - The company completed 47 ultra-low emission renovation projects and improved the clean transportation ratio to 81.75%, successfully entering the list of "leaders" in China's industrial carbon peak in 2024 [4]