首鋼股份(000959.SZ)6月汽車板產量同比升10.8% 鍍錫板產量升11.7%
格隆匯7月7日丨首鋼股份(000959.SZ)披露2021年6月生產經營快報。
生產運行情況:2021年6月,公司積極應對疫情防控常態化、原燃料市場急速變化,持續提升“四個製造+一個服務”(綠色製造、智能製造、精品製造、精益製造、精準服務)能力,狠抓安全生產,強化動態過程管控,各條產線順穩運行。
重點產品產量情況:2021年6月,公司汽車板、鍍錫板產量同比有不同程度增長;受設備檢修影響,電工鋼產量略有下降;汽車行業增速放緩,需求減少,酸洗汽車用鋼產量有所下降。具體為:

其它經營動態:(一)6月份新增產品認證機會211項,其中汽車板產品161項,酸洗板產品46項,熱軋產品1項,冷軋非汽車板3項。
(二)高端領先產品預計產量91.3萬噸,同比增加11.4萬噸。
(三)智新電磁公司積極進行產銷協同,優化產品結構,電工鋼銷售業績提升明顯。1-6月份累計無取向高牌號銷量同比提高8.67%,新能源汽車用電工鋼銷量同比增加385%,同時實現出口海外知名車企;取向電工鋼0.23mm及以下薄規格產品銷量同比提高17.25%。
(四)7月份電工鋼、汽車板、鍍錫板、集裝箱等高端高效產品及MCCR、高強熱基鍍鋅等新產線合同充裕,交付率進一步提升。深挖集裝箱產品市場潛力,接單量持續提升,薄規格產品比例環比增長6.7%。
此外,公司預判:鋼材市場價格前期下跌後風險已得到一定釋放,同時國內輸入性通脹壓力仍然較大,大宗商品、國內原燃料價格相對堅挺,疊加鋼鐵去產能回頭看的檢查,下半年供應端收縮預期明顯增強,預計短期內國內鋼材市場價格將以震盪偏強為主。
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