节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:10/10


日本制铁作为日本最大钢铁制造商,近期披露中期业务规划,拟在未来五年内投入6万亿日元(约合390亿美元),以增强国内外业务盈利能力。其中,计划至2028年末向美国钢铁业务注资约110亿美元。公司设定目标,2030年前将全球粗钢年产能提升至1亿吨以上,且未来五年内实现扣除一次性因素后的净利润达1万亿日元。

为达成上述目标,日本制铁在国内业务层面,将通过进一步巩固收入基础以提升盈利水平;海外业务Ɩ..战略,加大资本投入力度,并最大化转移技术知识与专有技术,以此驱动利润增长。此外,公司将启动印度南部安得拉邦综合钢铁厂的建设项目。

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