3月24日，易大宗（01733）股价在盘中大跌14.14%，引发市场关注。该跌幅与公司刚刚发布的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，公司全年实现收益391.66亿港元，同比下降3.5%。更值得注意的是，公司权益股东应占溢利仅为9.22亿港元，同比大幅下滑56.59%。公司毛利同比骤降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分别占42.69%和57.31%。尽管业绩下滑，公司仍拟派发年度股息每股0.013港元。
易大宗在财报中指出，2024年钢铁行业面临严峻挑战。焦钢企业为控制成本，对炼焦煤采购更为谨慎。同时，大量进口炼焦煤涌入中国市场，导致供需矛盾加剧。特别是在2024年第三季度，铁水产量直接减量，加之下半年钢厂需求明显疲软，炼焦煤价格从年初高位持续回落。这一系列因素导致供应链各环节利润下滑，直接影响了公司的整体业绩表现。
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