马钢股份:钢材价格大幅下跌致盈利承压 3Q业绩低于预期

中金公司
01 Nov 2024

3Q24 业绩低于我们预期公司公布3Q24 业绩:收入同比-25.8%至185.06 亿元,归母净利润-13.90亿元,由于3Q 钢铁购销两端差价大幅收窄,公司盈利低于我们预期。1)行业需求低迷,钢材销量及售价同比回落:3Q 行业需求偏弱,公司钢材销量同比-15.9%至443 万吨,其中板材/长材/轮轴同比-11.5%/-19.8%/-37.5%至231/207/5 万吨,吨钢价格环比-7.7%至...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10