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首鋼股份(000959.SZ):4月9Ni鋼通過五國船級社認證並實現批量供貨
格隆匯 05-09 18:06

格隆匯5月9日丨首鋼股份(000959.SZ)發佈2022年4月生產經營快報,2022年4月,公司運營穩定順行,中厚板高端產品實現新突破,9Ni鋼通過五國船級社認證,並實現批量供貨。為滿足高端電工鋼客户需求,公司持續提升高端產品比例,電工鋼總產量同比有所下降,其中高牌號無取向電工鋼、高磁感取向電工鋼0.23mm及以下薄規格產品產量同比增幅較大;汽車板產量同比略有下降;鍍錫板與酸洗汽車用鋼同比提升。重點產品產量如下:

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)4月新增產品認證機會588項,其中汽車板產品471項,酸洗板產品110項,冷軋非汽車板產品4項,熱軋產品3項。

(二)4月新能源汽車用電工鋼銷量同比增長約67%。

(三)發揮公司汽車板產線優勢,持續優化產品結構,高端冷軋汽車用鋼產銷創出好水平,4月份鋅鐵合金鍍層、鋅鎂鍍層、鋁硅鍍層產品銷量分別同比增長約37%、36%、31%;加速推進新能源汽車板市場開發,前4個月實現向國內品牌前十名車企供貨全覆蓋,供貨量達到上年全年總量。

(四)新能源汽車用電工鋼項目,連退7#線進行熱負荷試車;連退8#線進入冷負荷試車階段;六機架單體設備調試基本結束。

近期市場預判:中央政治局會議釋放的政策利好信號明顯,超出市場預期,疫情緩解後的需求恢復值得期待,同時國家發改委明確2022年繼續壓減粗鋼產量,預計短期內鋼材市場價格震盪調整後偏強運行。

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