馬鞍山鋼鐵股份(00323.HK)預計上半年淨虧損0.75億元左右
格隆匯7月14日丨馬鞍山鋼鐵股份(00323.HK)公告,公司預計2025年上半年實現歸屬於上市公司股東的淨利潤人民幣-0.75億元左右,與上年同期相比,減少虧損人民幣10.70億元左右;歸屬於上市公司股東的扣除非經常性損益的淨利潤人民幣-1.13億元左右,與上年同期相比,減少虧損人民幣11.24億元左右。
2025年上半年,國內鋼鐵行業仍處於「減量發展、存量優化」階段,得益於行業自律意識與能力的增強,行業運行總體平穩,企業效益有所改善。在此期間,公司堅持「四有」經營原則,通過「算賬經營」提升效益,通過改革創新提升效率。公司持續推進全要素降本、全過程提質等措施以夯實基礎;同時,聚焦產品經營,加快優化產品結構,並協同提升核心用戶服務與加工配套能力,有效提高了品種比和直供比。此外,公司深化內部改革,推進外部協同,優化生產效率,着力提升產線產能利用率。本期公司生產經營績效明顯改善:噸鋼成本比上年削減約人民幣91元;特鋼產品連續4個月實現正毛利;長材產品連續5個月實現正毛利;歸屬於上市公司股東的淨利潤同比大幅減虧,且二季度優於一季度。但是,歸屬於上市公司股東的淨利潤本期尚未實現扭虧。
本期,公司非經常性損益項目主要包括非流動資產處置損益、收到的政府補助等,淨收益約人民幣0.38億元左右。
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