鞍钢股份(000898) - 2024年9月20日投资者关系活动记录表

Group 1: Product Competitiveness - The company offers a comprehensive product range including hot-rolled sheets, medium-thick plates, cold-rolled sheets, galvanized sheets, and more, widely used in various industries such as automotive, construction, and aerospace [1] - The company has achieved a 42.7% increase in product profitability, with the proportion of flagship products rising by 3.1 percentage points compared to targets [1] - The sales volume of container steel and silicon steel for new energy vehicles has significantly increased, with a 39.3% year-on-year growth in export orders for the first half of the year [1] Group 2: Customer Service and Engagement - The company has established a "Customer Service Day" mechanism to enhance customer engagement and satisfaction [2] - The execution rate of full lifecycle contracts has improved by 1.54 percentage points compared to annual targets, and by 3.18 percentage points compared to 2023 [2] - The company received awards such as "2023 Excellent Supplier" from CIMC and "Outstanding Partner Award" from Haier [2] Group 3: Carbon Neutrality Initiatives - The company aims to achieve a carbon emission target of 5.49 tons of CO2 per ten thousand yuan of output value for the first half of 2024, with a goal of reducing carbon emissions by over 30% for automotive steel products [2] - Clean energy transactions reached 2.32 billion kWh in the first half of 2024, with green electricity accounting for 783 million kWh, an increase of 337 million kWh year-on-year [2] - The company plans to complete four waste gas comprehensive utilization power generation units by 2024, expected to generate 480 million kWh and reduce carbon emissions by 200,000 tons [2] Group 4: Low-Carbon Product Development - The company has developed a low-carbon production process for automotive steel, achieving a carbon reduction of over 30% [2] - Third-party certification for five key products aimed at reducing carbon emissions by 30% has been successfully completed [2] - A training program for carbon neutrality talent has been established to support the company's green and low-carbon transformation [2]