周一盘中，港股易大宗（01733）股价大跌14.14%，引发市场关注。这一显著跌幅与公司刚刚公布的2024年度业绩报告密切相关。
根据易大宗发布的2024年度业绩报告，公司收益为391.66亿港元，同比减少3.5%；公司权益股东应占溢利9.22亿港元，同比大幅减少56.59%。每股盈利降至0.346港元，公司拟派发年度股息每股0.013港元。值得注意的是，公司毛利同比大幅下滑58.16%至15.18亿港元，其中供应链贸易业务板块和供应链综合服务板块的毛利分别占42.69%和57.31%。
易大宗在业绩报告中表示，2024年钢铁行业面临严峻挑战。焦钢企业为了降低资金压力和控制生产成本，对炼焦煤采购采取了更为谨慎的策略。同时，炼焦煤供应端相对宽松，进口炼焦煤的增加进一步补充了供应。2024年第三季度铁水产量直接减少，加上下半年钢厂需求明显弱于上半年，导致炼焦煤供需矛盾持续扩大。这些因素共同导致炼焦煤价格从年初高位震荡回落，进而影响了供应链各环节的利润，最终导致公司整体业务毛利下降。
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