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得益于主要原燃材料价格持续下行,钢铁行业迎来重要拐点。华菱钢铁(000932.SZ)上半年净利润同比增长约三成。

华菱钢铁晚间披露钢铁行业首份半年报。上半年,公司营业收入 630.92 亿元,同比下降 16.93%;归属于上市公司股东净利润 17.48 亿元,同比增长 31.31%。其中,第二季度归母净利润 11.86 亿元,环比增长 111.05%。

华菱钢铁称,上半年抓住钢铁行业自律控产、原材料价格下降契机,加速推进四化转型,保持行业靠前盈利水平。

中国钢铁工业协会副会长王颖生指出,上半年钢铁行业成绩较好。“降本大于降价”是利润同比大幅增长的表面原因,根本在于粗钢产量大幅下降,供给端自律克制,使行业在需求承压下仍实现效益改善。

从行业数据看,国家统计局显示,上半年全国粗钢产量 51483 万吨,同比下降 3.0%ϼ..钢材价格降幅收窄,推动国内上半年黑色金属冶炼和压延加工业利润回升。1 – 6 月,该行业营业收入 37696.9 亿元,同比下降 7.5%;营业成本 35806.4 亿元,同比下降 9.1%;利润总额 462.8 亿元,同比增长 1369.2%。

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