《類股》鋼價易漲難跌 鋼鐵旋風續吹 - 股票
By Quintina
at 2021-04-26T15:23
at 2021-04-26T15:23
Table of Contents
《類股》鋼價易漲難跌 鋼鐵旋風續吹
https://www.chinatimes.com/realtimenews/20210426002025-260410?chdtv
時報資訊 沈培華
中鋼(2002)看好需求持續熱絡,業界預期鋼價漲勢看到第三季,今年鋼價易漲難跌。中鋼
股價今早再攻40元,鋼鐵股群起上攻,受惠鋼價持續上漲,中鋼以及中鴻(2014)集團今年
獲利將明顯成長。
中鋼自結3月稅後純益45.7億元,每股純益0.25元。中鋼第一季營收978.22億元,季增
11.7%、年增25.5%;營業淨利124.89億元,季增113%;稅前盈餘130.99億元,季增109%,
每股稅前盈餘0.83元,創下歷年單季新高。
展望第二季,中鋼看好需求持續熱絡,4月內銷盤價續小漲,5月平均漲幅擴大至約8%;第
二季內銷盤價持續上漲,可望帶動第二季營收及獲利續旺。
受惠今年鋼市持續強勁,法人估中鋼今年接下來每月賺40億元,以此推估,全年獲利有望
達約470億元、EPS近3元,可望改寫2010年以來新高。
隨著中鋼續漲,中鴻日前開出5月份內銷及5~7月份外銷盤價,平均漲幅8.8%,展望後市,
中鴻與中鋼同樣認為補漲空間大、全年盤價易漲難跌。
中鴻第一季以來隨報價走高,獲利比前季更佳,法人推估,中鴻第一季EPS有望突破1元,
第二季仍在高檔,上半年EPS達2元以上。
中鴻5月內銷盤價,熱軋每噸調漲2300元、冷軋每噸調漲2300元、鍍鋅每噸調漲3000元;
5~7月外銷部分,依產品及地區別每噸調漲90~170美元,平均漲幅8.8%,高於中鋼的8.1%
。
中鴻指出,隨全球景氣復甦,世界鋼鐵協會(WSA)將2021年鋼鐵需求增長由4.1%上調至
5.8%,顯示產業需求持續擴張;中國為達2060年「碳中和」目標,近期唐山環保限產趨嚴
,其餘如日本、南韓、印度等鋼廠檢修減產效應下,鋼鐵供應短缺將延續,全年鋼價易漲
難跌。
新光鋼(2031)受惠產品量價俱揚,3月營收10.92億元,年增42.9%、稅後純益2.29億元,
每股純益0.74元。第一季營收32.34億元,季增 20%、年增50.7%;稅後純益6.19億元,季
增302%,每股純益2元。新光鋼今年業績可望創下新高紀錄,股價亦持續攀高
展望後續行情,法人指出,以主力產品熱軋鋼捲來說,5月盤開出後,中鴻、中鋼產品報
價仍略低於市場流通價格每噸2.7萬元,並落後歐、美、亞洲等地市場行情每噸逾100美元
,因此未來仍有一定的補漲空間。
鋼鐵股後面還有戲嗎??
--
https://www.chinatimes.com/realtimenews/20210426002025-260410?chdtv
時報資訊 沈培華
中鋼(2002)看好需求持續熱絡,業界預期鋼價漲勢看到第三季,今年鋼價易漲難跌。中鋼
股價今早再攻40元,鋼鐵股群起上攻,受惠鋼價持續上漲,中鋼以及中鴻(2014)集團今年
獲利將明顯成長。
中鋼自結3月稅後純益45.7億元,每股純益0.25元。中鋼第一季營收978.22億元,季增
11.7%、年增25.5%;營業淨利124.89億元,季增113%;稅前盈餘130.99億元,季增109%,
每股稅前盈餘0.83元,創下歷年單季新高。
展望第二季,中鋼看好需求持續熱絡,4月內銷盤價續小漲,5月平均漲幅擴大至約8%;第
二季內銷盤價持續上漲,可望帶動第二季營收及獲利續旺。
受惠今年鋼市持續強勁,法人估中鋼今年接下來每月賺40億元,以此推估,全年獲利有望
達約470億元、EPS近3元,可望改寫2010年以來新高。
隨著中鋼續漲,中鴻日前開出5月份內銷及5~7月份外銷盤價,平均漲幅8.8%,展望後市,
中鴻與中鋼同樣認為補漲空間大、全年盤價易漲難跌。
中鴻第一季以來隨報價走高,獲利比前季更佳,法人推估,中鴻第一季EPS有望突破1元,
第二季仍在高檔,上半年EPS達2元以上。
中鴻5月內銷盤價,熱軋每噸調漲2300元、冷軋每噸調漲2300元、鍍鋅每噸調漲3000元;
5~7月外銷部分,依產品及地區別每噸調漲90~170美元,平均漲幅8.8%,高於中鋼的8.1%
。
中鴻指出,隨全球景氣復甦,世界鋼鐵協會(WSA)將2021年鋼鐵需求增長由4.1%上調至
5.8%,顯示產業需求持續擴張;中國為達2060年「碳中和」目標,近期唐山環保限產趨嚴
,其餘如日本、南韓、印度等鋼廠檢修減產效應下,鋼鐵供應短缺將延續,全年鋼價易漲
難跌。
新光鋼(2031)受惠產品量價俱揚,3月營收10.92億元,年增42.9%、稅後純益2.29億元,
每股純益0.74元。第一季營收32.34億元,季增 20%、年增50.7%;稅後純益6.19億元,季
增302%,每股純益2元。新光鋼今年業績可望創下新高紀錄,股價亦持續攀高
展望後續行情,法人指出,以主力產品熱軋鋼捲來說,5月盤開出後,中鴻、中鋼產品報
價仍略低於市場流通價格每噸2.7萬元,並落後歐、美、亞洲等地市場行情每噸逾100美元
,因此未來仍有一定的補漲空間。
鋼鐵股後面還有戲嗎??
--
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