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寶鋼股份(600019.SH):目前差異化產品銷量佔比超過50%,力爭以每年100至200萬噸左右平穩增加
格隆匯 02-06 16:31

格隆匯2月6日丨寶鋼股份(600019.SH)在互動平台表示,產品結構方面,公司聚焦四輪驅動戰略,冷軋汽車板(深耕高強鋼、超高強鋼)+硅鋼+“百千十”細分領域冠軍產品+同質化產品近地化、差異化經營,目前差異化產品銷量佔比超過50%,力爭以每年100至200萬噸左右平穩增加。關於降本,公司持續推進採購端的變革,通過擴大采購渠道、優化招標方式、極限庫存運行、調整配煤配礦、利用金融工具套期保值等方式,力爭降低原料成本。公司各基地降本已有較好進展,未來在各基地協同方面還有空間與潛力。關於行業上游,中國礦產資源集團有限公司致力於成為以市場化方式集中國內部分鐵礦石需求的平台,公司積極支持;公司的母公司中國寶武已設立寶武原料供應有限公司,在集團範圍內構建統一運作的原料資源保供平台,發揮“億噸寶武”的規模優勢。中長期來看,隨着中國海外權益礦山項目的進展,相信鐵礦石的定價權問題會逐步緩解。

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