长江商报消息 ●长江商报记者 沈右荣 钢铁行业周期里，民营钢铁巨头方大特钢（600507.SH）大赚。 1月28日晚，方大特钢发布年度业绩预告，公司预计2025年度实现归母净利润为8.35亿元至9.98亿元，同 比增长超过2倍。 此前的2022年至2024年，方大特钢归母净利润连续三年下降。 根据部分上市钢企发布的年度业绩预告，重庆钢铁、八一钢铁、凌钢股份等仍然亏损。沙钢股份、首钢 股份均实现盈利，且同比明显增长。 与之相关，方大特钢是目前已经披露2025年度业绩预告的钢企中归母净利润同比增速最高者。 方大特钢解释，2025年度，钢材价格呈震荡下行态势，但同期上游主要原燃料价格也显著回落。公司持 续推进精细化管理，大力降本增效，同时通过优化品种结构，提高高效益产品产销量，共同推动业绩增 长。 降本增效的直接体现是毛利率攀升。2025年前三季度，公司毛利率达10.44%，较上年同期的4.77%翻了 一倍多。 方大特钢财务状况较好，抵御市场风险能力较强。截至2025年9月末，公司货币资金66.93亿元，对应的 有息负债仅为2.73亿元。 此前的2022年至2024年，方大特钢实现的营业收入分别为314.63亿元、 ...

Core Insights - The company is enhancing its innovation-driven strategy by integrating newly recruited high-educated talents into key operational roles, which aligns with its ongoing "Quality Month" initiative to strengthen its development foundation based on quality and talent [1][4]. Group 1: Strategic Developments - In the first half of 2025, the domestic steel industry faced challenges due to "strong supply and weak demand," but the company achieved impressive results by adhering to a "low-cost, differentiated, and specialized" development path and implementing its "two upgrades" strategy [1]. - The company focuses on a "combination of common and special products" as its core product strategy, exploring new growth areas while consolidating its advantages [1]. - The commercial vehicle market's gradual recovery has increased demand for spring flat steel, allowing the company to respond quickly and deliver over 100 specifications of spring flat steel products [1]. Group 2: Quality Management Initiatives - The "Quality Month" activity emphasizes quality control across the entire production chain, promoting a culture of quality awareness among all employees through various communication channels [2]. - The technical center will conduct specialized training on the QEOEn management system to strengthen employees' understanding of quality management [2]. - Daily inspections and real-time feedback mechanisms are implemented to ensure adherence to quality standards throughout the production process [3]. Group 3: Talent Development and Market Confidence - Newly recruited master's and doctoral talents are provided with mentors and hands-on training to enhance their understanding of production processes and contribute to quality improvement and technological innovation [4]. - The capital market's recognition of the company's strategy is evident, with significant share purchases by major stakeholders, reflecting confidence in the company's quality management capabilities and growth potential [4]. - The company aims to continue deepening its "two upgrades" strategy, reinforcing its commitment to quality and talent-driven innovation in the steel industry [5].