Group 1: Company Growth and Development - The company's future growth is primarily reflected in product structure, raw material structure, capacity layout, and low-carbon development [1] - Emphasis on technological research and development to enhance product layout and increase the proportion of high value-added products [1] - Plans to optimize domestic ore usage and improve low-carbon raw material structure [1] Group 2: Capital Expenditure Plans - The capital expenditure plan for 2024 is set at 4.205 billion CNY, with fixed asset investment accounting for a significant portion [1] - Key investment areas include environmental protection, quality improvement, energy saving, and major repairs [1] - The company aims to enhance technological transformation and production line upgrades [1] Group 3: Iron Ore Procurement - The company's iron ore procurement mainly comes from Angang Group and imports [1] - Pricing for Angang Group's iron ore is based on the average price of Platts 65% iron CFR Northern China, adjusted for transportation costs [1] - Discounts are applied based on the quality of the iron ore, with a 3% discount for standard products [1] Group 4: Low-Carbon Product Development - Achieved stable production of low-carbon automotive steel products, reducing carbon emissions by 30% [2] - Focus on enhancing the core competitiveness of low-carbon products [2]
鞍钢股份(000898) - 鞍钢股份投资者关系活动记录表(2024年6月14日)