首鋼股份(000959.SZ)10月汽車板、鍍錫板、酸洗汽車鋼當月產量及累計產量同比增長
格隆匯11月9日丨首鋼股份(000959.SZ)發佈2021年10月生產經營快報,2021年10月,公司積極落實政府環保等相關要求,嚴抓安全生產,強化設備保障,聚焦各產線協同及產品質量提升,平衡能源電力,實現產線生產順穩。
重點產品產量情況:汽車板、鍍錫板、酸洗汽車鋼產量保持較高水平,當月產量及累計產量同比增長;受電工鋼產線年度檢修影響,當月電工鋼產量同比下降,具體如下:

注:此表數據為公司部分重點產品產量快報數據,不能以此直接推算公司業績情況,敬請廣大投資者注意。
其它經營動態:(一)10月新增產品認證機會218項,其中汽車板產品144項,酸洗板產品73項,冷軋非汽車產品1項。
(二)1-10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264%;取向電工鋼0.23mm及以下薄規格產品銷量同比提高約16.5%。
(三)在下游需求趨弱的形勢下,完成了11月電工鋼、汽車板、鍍錫板等高端高效產品合同組織;抓住造船市場需求反彈的市場機遇,船板訂單比例大幅提升。
近期市場預判:在能耗雙控、採暖季限產等多因素影響下,鋼鐵供給持續受控;鋼材下游需求偏弱,預計短期內國內鋼材市場價格震盪調整。
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