马钢股份：预计上半年净利润亏损7500万元 同比减亏 智通财经7月14日电，马钢股份(600808.SH)公告称，马钢股份发布2025年半年度业绩预告，预计归属于 上市公司股东的净利润为-0.75亿元左右，较上年同期减少亏损10.70亿元。报告期，公司持续推进降本 增效、优化产品结构，提升产线产能利用率，吨钢成本下降，特钢和长材产品毛利改善，经营绩效明显 提升。但受行业整体环境影响，公司本期仍未实现盈利。 ...

Financial Performance - The company has experienced three consecutive years of losses, primarily due to negative gross margins, while a competitor, Qianzhao Optoelectronics, reported a gross margin of 16.67% [2] - The overall gross margin improved by 6.89% compared to the previous year, attributed to enhanced factory utilization and cost reduction measures [2] - In 2024, the company anticipates a significant increase in revenue, but the gross margin remains negative, with a 20%-30% decline in product prices in Q4 due to a weak market [3] Strategic Initiatives - The company aims to improve gross margins by optimizing product structure, reducing costs, and enhancing production efficiency [4] - There is a focus on expanding into high-margin markets, particularly in Mini backlighting and automotive applications [4] - Investment in cutting-edge technologies such as Micro LED and AR/VR is being increased to support future growth [4] Market Outlook - The LED market is expected to see stable growth, with emerging markets outside of Europe and the US showing significant demand [3] - The penetration rate of Mini technology in backlighting and display applications is projected to increase substantially starting in 2024 [3] - Micro LED technology is anticipated to become a new growth point for the LED industry as it matures [3] Collaboration and Management - Since becoming a subsidiary of BOE, the company has adopted BOE's management system to enhance internal management and operational efficiency [5] - The company is actively exploring synergies with BOE and assessing the potential for future mergers with BOE's subsidiaries [5]