无取向电工钢

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首钢股份董秘乔雨菲:持续推进转型升级 三方面深化市值管理
Zheng Quan Ri Bao Wang· 2025-05-15 09:18
Core Viewpoint - The article discusses the seventh "5 15-5 19 Small Investor Protection Publicity Week" event, focusing on the high-quality development and market value management strategies of Beijing Shougang Co., Ltd. [1][2] Group 1: Company Transformation and Development - Since its listing in 1999, the company has undergone significant transformation, shifting from producing rebar for real estate to manufacturing high-quality steel plates for the manufacturing industry [2] - The company has continuously promoted high-quality development by integrating core manufacturing bases and enhancing its governance structure through the introduction of strategic shareholders [2][4] Group 2: Technological Innovation and Market Position - The company has achieved a value leap through technological innovation, particularly in the production of non-oriented electrical steel for electric vehicles, capturing a significant market share [3] - The company has been recognized for its advanced manufacturing capabilities, with its Shunyi cold-rolled plant awarded as a "Lighthouse Factory," representing the highest level of smart manufacturing and digitalization [3] Group 3: Market Value Management - Market value management has become a core focus for the company, integrated into its assessment system and driven through structured top-down initiatives [4] - The company emphasizes performance, investor communication, and a diverse range of market value management tools, including stable dividends and share buybacks [5]
首钢股份(000959) - 2025年5月14日投资者关系活动记录表
2025-05-15 09:01
证券代码:000959 证券简称:首钢股份 北京首钢股份有限公司投资者关系活动记录表 编号:2025-06 投资者关系活动 类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 活动参与人员 华泰证券 李斌 马晓晨 柏骏资本管理(香港)有限公司 汪聿杰 首钢股份 乔雨菲、杨健、刘洋 时间 2025 年 5 月 14 日 15:00—16:00 地点 北京市石景山区石景山路 68 号公司第十会议室 形式 电话会议 交流内容及具体 问答记录 1.公司一季度业绩明显改善,主要原因是什么 ? 答:2025 年第一季度,公司实现归母净利润 3.28 亿元,同比增 长 1449.36%,主要依托公司产品结构优化、内部降本工作以及供销 两端市场变化。 一是产品结构不断优化。一季度,公司战略产品产量同比增长 12%,其中盈利能力较强的镀锌汽车板、新能源汽车用无取向电工 钢、0.2mm 及以下的取向电工钢产量同比分别增长 15%、28%、20%。 二是内部降本工作持续深入推进。公司强化铁前一体化平台运 行,迁钢公司、京唐公司坚持经济用料,资源协同互备,聚焦配煤 配矿成本、钢铁料消耗等关键指 ...