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首鋼股份(000959.SZ)8月汽車板產量同比降3.55% 電工鋼降1.99%
格隆匯 09-08 17:56

格隆匯9月8日丨首鋼股份(000959.SZ)公佈,2021年8月,公司積極落實環保相關要求,嚴抓安全生產,強化設備保障,聚焦產線檢修恢復工作,高效協同,實現了產線檢修後的快速達產。

受三地檢修影響,公司重點產品汽車板、電工鋼、鍍錫板8月產量同比小幅下降,具體為:

其它經營動態:

(一)8月新增產品認證機會425項,其中汽車板產品369項,酸洗板產品48項,熱軋產品3項,冷軋非汽車產品5項。MCCR、連續式酸洗、高強酸洗、熱基鍍鋅等新產線月產銷持續創出好成績。

(二)在原材料成本上漲的情況下,公司積極開展產銷協同、結構調整等工作,電工鋼銷售業績提升明顯。2021年1-8月無取向高牌號電工鋼銷量佔比同比提高約10個百分點;新能源汽車用電工鋼銷量同比增加約313%,實現出口海外知名車企;0.23mm及以下薄規格取向電工鋼銷量同比增加約16%。

(三)9月份電工鋼、汽車板、鍍錫板、熱軋耐候鋼等高端高效產品及MCCR、熱基鍍鋅等新產線合同充足。公司持續抓牢熱軋耐候鋼市場機遇,接單總量及薄規格產品比例保持行業領先。

近期市場預判:

近期鋼材市場需求端加速走出淡季,在粗鋼壓產政策影響下供應端將繼續被抑制,考慮在7、8月份需求明顯偏弱情況下總體庫存未出現顯著增加,隨着後期需求好轉,預計鋼材市場價格經過短期調整後再次偏強運行的可能性較大。

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