生成式大语言模型、AI技术所受到的关注程度无需多言，而其如何真正进入钢铁等传统产业，形成可 持续、可复制的应用能力，正成为一大热门话题。 在过去，由于钢铁贸易依赖纸质资源单、Excel表格手工处理，导致信息不透明，效率低的痛点显著。 而现在，找钢网开发的表单自动识别解析技术，能够自动抓取供应商Excel表、企业微信信息，日均处 理3000家供应商报价、2万家企业询价。在聊天信息标准化与自动处理方面，借助AI，能够高效抓取客 户询价文字信息，自动补充需求、生成报价包，替代人工反复沟通。 AI所带来的成效也很显著。从内部来看，王东介绍，但是2024年第四季度，找钢网的电商业务的人均 毛利因AI提升30%。员工数量从2018年1500人降至1300多人，与此同时，钢铁交易量却从800万吨增至 5000万吨，大幅减少无效沟通和重复性人工。另一方面，通过销售AI产品，还为找钢网带来了年规模 数百万元的收入。 目前，找钢网在AI领域也已经可实现跨行业赋能，形成通用生产力，将AI+钢铁延伸到AI+电子元器 件、AI+化工、AI+MRO、AI+能源等。 "AI走向产业深水区，不缺概念，也不缺技术，真正稀缺的是'能长期跑得通的 ...

January 29, 2026 DISCLAIMER POSCO HOLDINGS 2025 2024 2023 2025 2024 2023 | (KRWbillion) | | Revenue | | | Operating Profit | | | Net Profit | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2023 | 2024 | 2025 | 2023 | 2024 | 2025 | 2023 | 2024 | 2025 | | Consolidated Income | 77,127 | 72,688 | 69.095 | 3,531 | 2,174 | 1.827 | 1,846 | 948 | 5043) | | Steel | 63,539 | 62,201 | 59,411 | 2,557 | 1,637 | 1,960 | 1,241 | 691 | 1,154 | | POSCO1) | 38,972 | 37,557 | 35,011 | 2,083 | 1,473 | 1,78 ...

从2025年来看，钢材市场呈现供需双弱局。需求端最大的制约因素还是地产。根据国家统计局数据， 2025年房地产开发投资完成额同比下降17.2%，房屋新开工面积、竣工面积累计同比分别下降20.4%、 18.1%，新建商品房销售面积同比下降8.7%，房地产仍延续调整态势。基建投资因财政政策前置发力， 下半年支撑不足，全年基建投资增速下降1.48%。但制造业用钢需求稳步增长，其中汽车、工程机械、 造船、能源等领域表现突出。另外，钢材及钢坯出口维持较高增速，部分弥补了房地产用钢需求的减 弱。 2025年钢材供给随需求走弱，尤其下半年铁水减量明显。2025年上半年受益于碳元素和铁元素的让利， 尽管钢材价格重心下移，但行业利润尚可，企业主动减产意愿不足。下半年钢材需求承压，库存高企， 叠加原料坚挺，行业利润收缩，产量下滑。 基本面驱动有限 由于基本面缺乏强有力的驱动，当市场情绪降温后，螺纹钢重新回归区间震荡行情。从中长期来看，在 需求压力下，钢材行业或继续维持薄利状态，因此驱动多来自原料端。 展望2026年，房地产仍处于磨底阶段，相关数据或延续走弱态势，但降幅收窄。2026年是"十五五"规划 的开局之年，基建仍是经济重要 ...

Key Takeaways CMC delivered a 142% y/y EPS surge in Q1, led by strength in North America Steel and Construction.CMC's recent acquisitions expand its precast concrete footprint, though near-term costs may pressure EBITDA.NUE expects higher 1Q26 earnings across segments, driven by improved volumes and realized steel prices.Commercial Metals Company (CMC) and Nucor Corporation (NUE) are two of the leading steel producers in the United States, with strong domestic footprints and similar business models. A recov ...

Cleveland-Cliffs Inc. (NYSE:CLF) is one of the stocks Jim Cramer answered questions about. Mentioning that they have an outsized position in the stock, a caller asked if it is a buy, sell, or hold, and Cramer replied: Okay, my favorite is Nucor. I’m not going to recommend Cleveland-Cliffs over Nucor because I think Nucor is the superior operator and has been for some time now. You’re going to be able to buy Nucor at a discount. They reported a number of people didn’t like it, but it was at its 52-week hig ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Za ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? The Z ...

陕西省第十四届人民代表大会第四次会议27日在西安开幕。记者从会上获悉，2026年，陕西将持续筑牢 生态安全屏障，坚决整治违规穿越探险、破坏野生动植物资源等行为。 同时，陕西持续推进钢铁、水泥、焦化等行业超低排放改造，新增环保绩效B级及以上企业117家，累 计创建国家级绿色工厂198个、工业园区10个、零碳园区1个，国考10市PM2.5浓度改善10.8%，全省优 良天数增加7.8天。 资讯编辑：祝蓉 021-66896654 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 根据当日公布的陕西省政府工作报告，2026年，该省将常态长效开展秦岭"五乱"问题排查整治，推进区 域生态环境修复治理，加强生物多样性保护，坚决整治违规穿越探险、破坏 ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

On a segment basis, Nucor’s steel mill segment generated $516 million of pretax earnings , down roughly 35% from the prior quarter. Laxton attributed the decline to an 8% drop in shipment volumes due to seasonal effects, fewer shipping days in the fiscal fourth quarter, and planned and unplanned outages. Pricing was mixed: average realized pricing improved in bar and structural products, but those gains were more than offset by lower sheet and plate pricing, which management said reflected lagging sheet pri ...