推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 我國(guó)上半年中頻爐淘汰及地條鋼出清力度空前，同時(shí)去產(chǎn)能進(jìn)度大超預(yù)期，鋼鐵行業(yè)供給端結(jié)構(gòu)性改善明顯。在此背景下，南鋼股份包括板材、工業(yè)棒材、型材等該公司主營(yíng)鋼材價(jià)格同比大幅上漲。同時(shí)，南鋼股份持續(xù)優(yōu)化精品特鋼體系，加強(qiáng)品種結(jié)構(gòu)優(yōu)化，發(fā)掘精益制造潛能，運(yùn)營(yíng)效率大幅提升，令半年盈利同比大幅增加。預(yù)計(jì)公司2017年上半年度歸屬于上市公司股東凈利潤(rùn)為11.5億元，同比增加約690%。對(duì)比而言，2007年為歷史次佳盈利水平，全年也僅有10.31億元利潤(rùn)。
該公司積極對(duì)接國(guó)家級(jí)新區(qū)南京江北新區(qū)發(fā)展規(guī)劃，整合現(xiàn)有的多元產(chǎn)業(yè)資源和對(duì)外投資平臺(tái)，設(shè)立新產(chǎn)業(yè)投資集團(tuán)，未來將以鋼鐵產(chǎn)業(yè)為主體，有序推進(jìn)節(jié)能環(huán)保、新材料及智能制造等板塊的重點(diǎn)項(xiàng)目，形成“一體三元”業(yè)務(wù)格局。從復(fù)星層面看，未來“鋼鐵裝備+能源+公用事業(yè)”等業(yè)務(wù)將可能以南鋼股份為主體，公司轉(zhuǎn)型發(fā)展值得期待。
下半年制造業(yè)投資增速可能持續(xù)反彈，令板材端需求超預(yù)期。制造業(yè)投資增速反彈的動(dòng)力來自于工業(yè)企業(yè)資產(chǎn)負(fù)債表的修復(fù)。同時(shí)，中游制造業(yè)資產(chǎn)負(fù)債率以及企業(yè)融資成本當(dāng)前處于較低水平，因此固定資產(chǎn)投資持續(xù)擴(kuò)張動(dòng)力相對(duì)比較強(qiáng)。在這樣的背景下，下半年板材端需求有可能相比長(zhǎng)材要更好。南鋼股份產(chǎn)品以中厚板及工業(yè)長(zhǎng)材為主，看好下半年盈利空間。
