本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据上海证券交易所《上市公司自律监管指引第3号——行业信息披露》《上市 公司行业信息披露指引第七号——钢铁》等相关要求，公司将2024年度主要经营数据公告 如下： 证券代码：600307 证券简称：酒钢宏兴 公告编号：2025-030 甘肃酒钢集团宏兴钢铁股份有限公司 2024年度主要经营数据公告 2025年4月30日 一、公司主要财务数据： 单位：元 币种：人民币 | 项 目 | 本报告期末 | 上年度末 | 本报告期末比上年度 末增减(%) | | --- | --- | --- | --- | | 总资产 | 47,187,699,382.09 | 44,358,487,527.95 | 6.38 | | 归属于上市公司股东的净资产 | 7,559,374,278.30 | 10,140,378,910.65 | -25.45 | | | 本报告期 | 上年同期 | 本报告期比上年同期 增减(%) | | 经营活动产生的现金流量净额 | 107,501,931.13 ...

根据上海证券交易所《上市公司自律监管指引第3号——行业信息披露》《上市 公司行业信息披露指引第七号——钢铁》等相关要求，公司将2025年第一季度主要经 营数据公告如下： 一、公司主要财务数据： 证券代码：600307 证券简称：酒钢宏兴 公告编号：2025-031 甘肃酒钢集团宏兴钢铁股份有限公司 2025年第一季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 二、报告期内，公司主要品种产量、销量、售价情况： | 主要产品 | 生产量 | 销售量 | 平均含税售价 | | --- | --- | --- | --- | | | (万吨) | (万吨) | (元/吨) | | 板带材 | 86.87 | 54.70 | 3,974.28 | | 线棒材 | 146.39 | 99.16 | 3,268.45 | | 不锈钢 | 14.17 | 11.69 | 9,887.66 | | 合计 | 247.43 | 165.55 | —— | 本公告经营数据未经审计，请投资者注意投资风险并审慎使用。 特此公 ...

| | 黑色产业数据每日监测（4.29） | | --- | --- | | 品种 | 主力合约收盘价 涨跌 涨跌幅 现货价格 基差 | | 螺纹 | 3100 -38 -1.21% 3250 150 | | 热卷 | 3210 -41 -1.26% 3290 80 | | 铁矿 | 709 2 0.28% 768 59 | | 焦煤 | 932 -22.5 -2.36% 1030 98 | | 焦炭 | 1553 -16 -1.02% 1404 -149 | | | 市场概况 | | | 今日黑色系商品期货除铁矿外全线下跌。螺纹收于3100元/吨，下跌1.21%； | | | 热卷主力合约收于3210元/吨，下跌1.26%；铁矿今日主力合约收于709元/ | | | 吨，小幅上涨0.28%；双焦继续下跌。 | | | 市场分析 | | | 4月24日，韩国对原产于中国的热轧碳钢或合金钢中厚板征收为期四个月的临 | | | 时反倾销税，税率为27.91~38.02%，有效期至2025年8月23日。另外，巴西对 | | | 原产于中国和印度的彩涂板作出反倾销肯定性初裁，但不建议征收临时反倾 | | | 销税;加 ...

Core Viewpoint - The article emphasizes the advancement of traditional industries through digital transformation and the application of artificial intelligence, particularly in the steel manufacturing sector, showcasing a leading steel factory in Beijing as a model of smart manufacturing [1][11]. Group 1: Industry Transformation - The central political bureau meeting highlighted the need to support the transformation and upgrading of traditional industries while developing strategic emerging industries [1]. - The steel industry is experiencing a dual drive of "extreme efficiency + digital transformation," leading to significant improvements in environmental performance and innovation [11]. - In 2025 Q1, the industrial added value of major industries grew by 6.5%, with notable contributions from the equipment manufacturing sector [17][19]. Group 2: Technological Advancements - The advanced steel factory in Beijing has achieved a 21.2% increase in production efficiency through full automation and intelligent processes [1][9]. - The factory utilizes AI technology to replace numerous labor-intensive roles, achieving a labor productivity increase of 11% and a production cycle reduction of 18% [4][9]. - The implementation of 5G technology and robotics has enabled remote control and automated material handling, leading to a fully unmanned operation process [5][9]. Group 3: Environmental Impact - The factory's energy consumption per ton of steel has decreased by 10%, and carbon emissions per unit product have been reduced by 5% through advanced data collection and analysis [9]. - Major steel companies like Baowu and Ansteel have developed "5G + industrial internet" platforms, achieving over 200 application scenarios that enhance production efficiency by 25% and improve fault prediction accuracy to over 98% [13]. Group 4: Future Outlook - The government aims to accelerate the high-quality development of key manufacturing industries, focusing on the transformation of traditional sectors towards high-end, intelligent, and green production [21]. - The steel industry is expected to continue evolving with the integration of smart manufacturing and green practices, creating new growth opportunities [14][21].

Financial Performance - For the quarter ended March 2025, Nucor reported revenue of $7.83 billion, a decrease of 3.8% compared to the same period last year [1] - Earnings per share (EPS) was $0.77, down from $3.46 in the year-ago quarter [1] - The reported revenue exceeded the Zacks Consensus Estimate of $7.22 billion by +8.52%, while the EPS surpassed the consensus estimate of $0.68 by +13.24% [1] Key Metrics - Total steel products sales amounted to 1,048 KTon, exceeding the average estimate of 972.77 KTon by four analysts [4] - The average steel product price per ton was $2,294, slightly below the average estimate of $2,338.66 [4] - Sales tons to outside customers for total steel mills reached 5,226 KTon, surpassing the average estimate of 4,751.93 KTon [4] Stock Performance - Nucor's shares have returned -5.1% over the past month, compared to a -4.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

Market Overview - The Dow gained 114 points (+0.28%) after hitting session lows of -244 points, while the S&P 500 finished nearly flat at +0.06%. The Nasdaq decreased slightly by -0.10%, and the Russell 2000 rose by +0.41% [2] - Since the imposition of tariffs, the Dow is down -4.8%, the S&P 500 is down -2.55%, the Russell 2000 is down -2.3%, and the Nasdaq is down -1.36% [2] Earnings Reports - Cybersecurity company F5 reported earnings of $3.42 per share, exceeding the Zacks consensus of $3.10 and the previous year's $2.91. Revenues of $731 million also surpassed the anticipated $717 million. Next-quarter guidance is slightly lower on earnings but ahead on sales [4] - Cadence Design Systems reported earnings of $1.57 per share, beating the projected $1.49, while meeting revenue estimates of $1.24 billion. The company noted no changes in customer behavior and maintained revenue guidance for the next quarter [5] - NXP Semiconductors reported earnings of $2.64 per share, exceeding expectations, with quarterly sales of $2.84 billion, slightly above the anticipated $2.83 billion. CEO Kurt Sievers announced his upcoming resignation [6] - Steel producer Nucor posted earnings of 77 cents per share on revenues of $7.83 billion, surpassing estimates of 68 cents per share and $7.22 billion in sales. The company experienced gains across all three segments [7]

Core Insights - Nucor Corporation reported consolidated net earnings of $156 million, or $0.67 per diluted share, for Q1 2025, a significant decrease from $845 million, or $3.46 per diluted share, in Q1 2024 [1][8] - Adjusted net earnings for Q1 2025 were $179 million, or $0.77 per diluted share, after excluding one-time charges of $29 million related to facility closures [1][2][8] - The company experienced solid demand for steel products despite market volatility, supported by a healthy balance sheet and diverse product portfolio [3] Financial Performance - Consolidated net sales for Q1 2025 were $7.83 billion, an 11% increase from $7.08 billion in Q4 2024, but a 4% decrease from $8.14 billion in Q1 2024 [4][8] - Average sales price per ton decreased by 2% from Q4 2024 and 12% from Q1 2024 [4] - Total shipments to outside customers increased by 13% compared to Q4 2024 and 10% compared to Q1 2024, totaling 6,830,000 tons [4][21] Segment Performance - Earnings from the steel mills segment were $231 million in Q1 2025, down from $1,102 million in Q1 2024, while steel products segment earnings were $288 million, down from $512 million [12] - The raw materials segment saw earnings of $29 million, an increase from $9 million in Q1 2024 [12] - Overall operating rates at steel mills were 80% in Q1 2025, up from 74% in Q4 2024 but down from 82% in Q1 2024 [7] Cost and Expenses - The average scrap cost per gross ton used was $394, a 3% increase from $381 in Q4 2024 but a 6% decrease from $421 in Q1 2024 [5] - Pre-operating and start-up costs for growth projects were approximately $170 million in Q1 2025, compared to $164 million in Q4 2024 and $125 million in Q1 2024 [6] Financial Strength - Nucor had $4.06 billion in cash and cash equivalents at the end of Q1 2025, with an undrawn revolving credit facility increased to $2.25 billion [9] - The company maintains strong credit ratings in the North American steel sector, with stable outlooks from major rating agencies [9] Shareholder Returns - Nucor repurchased approximately 2.3 million shares at an average price of $133.17 per share during Q1 2025, with $806 million remaining for future repurchases [10] - A cash dividend of $0.55 per share was declared, marking the 208th consecutive quarterly cash dividend [11] Outlook - Earnings for Q2 2025 are expected to increase across all operating segments, with the largest growth anticipated in the steel mills segment due to higher average selling prices [13]

来源：环球网 安全巡检"四足精灵"无惧危险禁区 广西移动联合广西钢铁集团打造的5G+AI智能巡检机器狗"铁蛋"已成新晋"安全卫士"。它依托物理实 体，通过搭载摄像头、红外传感器等设备，能够自主前往高温、高压、有毒有害等危险区域进行巡检维 护。四足结构使其在复杂环境下行动灵活稳定，可轻松跨越斜坡、障碍物，展现出强大的具身智能特 性，在钢铁行业工厂的复杂环境中，机器狗"铁蛋"能有效降低人工巡检风险，同时凭借5G专网实时回 传数据，提升工作效率。配备的语音互动功能，可使工作人员能通过语音指令远程调度其巡检路径，实 时对话获取设备运行状态，甚至在紧急情况下通过语音唤醒触发异常警报。"拟人化"交互模式不仅降低 了操作门槛，更实现了"身临其境"的智能化协作。 5G+AI智能巡检机器狗"超强业务能力"勇闯危险区 李德毅摄 防城港海关监管现场，5G智能巡查机器狗和5G云地面巡检机器人，更展现出"十八般武艺"成为海关人 员的得力助手，凭借高机动性和集成传感器，在前端自主执行伽马剂量率监测、核素识别及货物图像采 集等任务，并通过5G网络实时传输数据至末端平台，实现了远程精准操控与信息收集。可有效规避了 矿产品中潜在的有毒有害物质 ...

Investment Rating - Industry View for China Materials is rated as Attractive [6] - Industry View for China Cement is rated as In-Line [6] - Industry View for China Coal is rated as Cautious [9] Core Insights - The Trump administration has initiated a tariff probe on all US critical mineral imports, which may impact supply chains and pricing in the sector [6][20] - Baosteel is continuing its industry consolidation efforts, investing Rmb9 billion to acquire a 49% stake in Magang Limited [3][6] - Base metals have shown price increases, with Shanghai copper prices up 2.5% week-over-week (WoW) and aluminum prices up 1.3% WoW, while inventories for both metals have decreased [6][10] - Battery metals are under pressure, with prices for lithium hydroxide and lithium carbonate declining slightly, and stockpiling expected to continue [2][20] - Gold prices have increased by 2.8% WoW, attributed to Zijin Mining's acquisition of the Akyem Gold Project in Ghana, which has significant production potential [3][34] Summary by Sections Base Metals - Shanghai copper prices increased by 2.5% WoW to Rmb76,380/t, with inventories down 6.2% [10] - Shanghai aluminum prices rose by 1.3% WoW to Rmb19,830/t, with inventories down 7.4% [10] Battery Metals - Domestic industrial-grade lithium hydroxide prices decreased by 0.3% WoW to Rmb62,750/t, while battery-grade prices also fell by 0.3% to Rmb68,830/t [2][10] - Industrial-grade lithium carbonate prices dropped by 0.2% WoW to Rmb69,650/t, and battery-grade prices fell by 0.4% to Rmb71,450/t [2][10] - Mysteel anticipates continued stockpiling of lithium carbonate in April, with prices under pressure due to flat demand [20] Gold - Gold prices rose by 2.8% WoW to US$3,327/oz, following Zijin Mining's acquisition of the Akyem Gold Project [3][34] Steel - Shanghai HRC prices decreased by 1.8% WoW to Rmb3,220/t, while CRC prices fell by 1.3% to Rmb3,961/t [10] - Long steel inventories decreased by 6.4% WoW, while flat steel inventories fell by 2.0% WoW [10] Cement - Cement prices decreased by 0.7% WoW to Rmb389/t [4][10] Coal - Coal prices remained flat WoW at Rmb678/t, with Qinhuangdao inventory increasing by 11.2% to 6.85 million tons [4][10] - The NDRC has issued a plan to upgrade coal-fired power plants from 2025 to 2027 [28][29]

Investment Rating - The report provides a short-term investment focus on specific companies across various sectors, highlighting preferred and risk names based on tariff impacts [7][30]. Core Insights - The report analyzes the implications of the Trump administration's tariffs on nine major sectors, emphasizing the direct and indirect impacts on individual companies and their stock performance [6][30]. - The automotive sector is expected to face significant price increases due to tariffs, with an estimated 11.5% rise in US auto prices, translating to approximately $5,100 per vehicle [9][17]. - The report identifies key companies within each sector that are likely to be affected by tariffs, providing a detailed analysis of their potential performance [4][30]. Sector Summaries Autos and Auto Parts - Tariffs on automobiles could lead to a gross impact on operating profit ranging from 30% to over 100% for various automakers, with Toyota and Honda facing a manageable impact while Nissan and Mazda are at higher risk [4][9]. - Focus is placed on Toyota Motor for its resilience and ability to raise prices, while Bridgestone is noted for its high local production ratio [30][31]. Banks - The impact of tariffs on banks remains uncertain, but concerns over worst-case scenarios have eased, with a potential downside risk of slightly over 10% to sector earnings forecasts in a bearish scenario [4][33]. - Japan Post Bank is highlighted as a relatively stable option amidst tariff uncertainties [4][33]. Pharmaceuticals and Medical Devices - Major pharmaceutical companies like Takeda and Astellas are expected to be heavily impacted by tariffs, while companies with lower US sales ratios may benefit from tariff avoidance [4][30]. - The report emphasizes the potential for increased costs of goods sold (CoGS) affecting operating profits for medical device companies [4]. Technology - The technology sector's tariff impact is complex, with companies like NEC and Fujitsu expected to perform well due to limited exposure to tariffs [5][30]. - Sony Group is under close observation for potential price hikes on its products, particularly the PlayStation 5 [5][30]. Chemicals and Steel - In the chemicals sector, companies like Nippon Paint are expected to benefit from lower raw material prices, while the steel sector is anticipated to experience limited direct tariff impacts [5][30]. - Kobe Steel is noted for its resilience due to a significant earnings contribution from its machinery business [5][30]. Retail - The retail sector is advised to focus on drugstores and discount retailers, with companies like Asics and Fast Retailing facing risks from declining sales due to high tariff exposure [5][30]. - Seven & i Holdings is highlighted as particularly vulnerable due to its significant exposure to the US market [5][30].