钢铁行业经营改善
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鞍钢股份发盈警 预期2025年归母净亏损40.77亿元左右 同比收窄42.75%
智通财经网· 2026-01-30 14:04
智通财经APP讯,鞍钢股份(00347)发布公告,预期本公司(连同其子公司统称为"本集团")于截至2025年 12月31日止12个月归属于本公司股东的净亏损相比2024年同期将取得下降。归属于本公司股东的净亏损 为人民币40.77亿元左右,同比减亏人民币30.45亿元左右,减亏幅度约42.75%;归属于本公司股东的扣除 非经常性损益后的净亏损42.28亿元左右,比上年同期收窄约41.29%;基本每股亏损0.435元左右。 公告称,亏损减少的原因为2025年,钢铁行业形势较上年有一定好转,但市场整体供强需弱态势局面尚 未根本改善。面对市场压力,本公司持续推进"聚焦价值创造、全面算账经营"工作,加大市场开拓和调 品力度,提升运营效率、深挖能源潜力,优化采购半径、着力系统降本,并先后安排主要产线大修改 造,提升市场竞争力,经营形势整体向好。 ...
中南股份分析师会议-20250904
Dong Jian Yan Bao· 2025-09-04 14:12
Group 1: General Information - The research object is Zhongnan Co., Ltd., belonging to the steel industry, and the reception time was September 4, 2025. The listed company's reception staff included the vice - chairman, the president, the independent director, the board secretary, and the financial officer [16] - The detailed research institutions included investors who participated in the company's 2025 semi - annual performance briefing online [19] Group 2: Main Content - The decline in the company's revenue was mainly due to the slower - than - expected recovery of downstream industry demand. The steel industry still showed a situation of strong supply, weak demand, and low prices, and the domestic steel prices continued to decline year - on - year. Additionally, a blast furnace was shut down for joint maintenance in the first quarter, which affected the company's production [23] - The company formulated business improvement measures for the second half of the year, including cost - effective operation, reducing costs per ton of steel, cost - cutting, benchmarking, and optimizing product operation strategies [24] - The company's main business is steel, with main products including rebar, wire rods, and plates. In 2024, it mainly exported to Israel, and the sales revenue accounted for 0.60% of the company's 2024 operating income. In the future, it will focus on the steel business and improve cost - effectiveness through "eight major efficiencies" [25]