LIUSTEELCO(SH:601003) Ge Long Hui A P P·2026-01-29 10:42Core Viewpoint - LiuGong Co., Ltd. (601003.SH) is expected to achieve a net profit attributable to shareholders of approximately 610 million to 730 million yuan in 2025, marking a turnaround from loss to profit compared to the previous year [1] Financial Performance - The estimated net profit attributable to shareholders after deducting non-recurring gains and losses for 2025 is projected to be around 554 million to 674 million yuan [1] Strategic Initiatives - The company is focusing on "Lean Management Year" to enhance production and operational quality, leading to improved performance [1] - Key strategies include: - Comprehensive implementation of lean management to reduce costs and enhance operational efficiency through innovations in raw material procurement, process control, and logistics [1] - Increased investment in technological innovation, leading to a steady rise in the proportion of specialty steel and product added value [1] - Expansion of effective investments and optimization of production line layout, significantly increasing the proportion of steel used in manufacturing [1] - Full production of the subsidiary Guangxi Steel Group Co., Ltd. by the end of 2024, leveraging regional advantages and scale effects [1] - Deepening domestic market engagement and expanding into international markets to enhance technical service capabilities across the supply chain and continuously extend brand value [1]