鞍钢股份2024中期报告

2 6 8 12 54 63 69 86 103 107 2024 2024 30% . . . 1. 2023 2. 2023 3. . 2024328 . 1.-442.113.34.55.5 -20 -65 1 1 . 2024GDP5.0%3.9%5.4%9.5%10.1%5.311.1%4.363.6%7.012.8%4.793.2% (CSPI)2024108.19106.76110.714.89%6.35%6.35% . 202420241–610.1%20239.5%15.8%11.3%8.0% 1–65,340.024.0%361.73.3% . . 20241,212.851,285.941,209.788.23 %6.99 %4.15 %1,201.106.07 %99.28% 1.2023 . 2.441 . 3.3202311202451543 . 7349218.572#LNG321 . 4.42.7%3.12339.3%1.5420233.182023AESG1002024•ESG• . 5.20236%1.3%75.6%1,17610 . 162023 . 40%20X8032023100%X804.4CSRIATFA . 50731863.0%PCT118612064.5%4613144 . 202455,4497.69%-2,62348.95%-2,689100.07%-0.287100.70% . 1. . 1. . 1. . 1. . 1. . 2. ✓ 3. . 3. 10% . 3. 1 ✓ 4. 20246 305,6572.56%3LPR 2024AAA 20246 303,4402393,201 5. . 1. 2. ✓ . 3. . 3. ✓ 4. 20246301.21202312311.33 5. 6. 2024630 . 1. 2. ✓ 3. ✓ . 4. (1) . 4. . 4. (2)111 . 4. (2) 1 (1) (2) (3) . 4. (2)1 (4) . 4. (2) 1 2024129 8 9 . 51 2 6 , 9 9 04,1342024628819.5135,4103,736 -1708 , 4 2 0-3 9 8 . 4. 20243 282024(2)1 . 4. 1 (1) . 4. (2)1 (2) (3) . 4. 2 ✓ 5. ✓ . 1. ✓ 2. ✓ . 10% . ✓ . 1.2.3.4.5.6. . 202420244.8%23.8580% . . ✓ . 20245 2920232024H2024A20247 2914450,666977,304.66 . C3 . 3.10(1)3.10(2) . 3.21 2024630 . 202463013.1313.19 . 2024630 . . C12024630 . 1. 1. . 2. 202463013.51(2)(a)(e)(g) . . 1. 202432820202020 20244 18202036164.2030 . 1. 20245 292023202420242020 202472914450,6669,383,851,9729,383,401,306 2. ✓ 3. ✓ . 2024630 22,1393,68425,82325,823– 18,6593394,0351471,1881,455 25,823 9,5287,4948,143658 25,823 . 2024 20245,5804,85015,08597.9%100% . +++++++++++2020 . 20232920282820247820297720246142029613 . 10810.6 . 10.635 . 20241–65.4930%CBAM 1.20241–623.27.833.371,176 2.135MW135MW100MW420244.8kWh20t135MW20247 . 3.(LNG)202458 4.30%30% 5.2 0 2 4 . 6.CBAMCBAM . 860.16830.167301382856 . . . . . . . . . . AA 1. . . 1. . . 1. 2. . 3. . 4. 5. . 5. 6. 7. . 1. (1) 2022–2024 10% (2) ✓ (3) 202432 . 1. 10% 10% 2. 3. 4. . ✓ . 1. 2024630 . 1. . 1. (1) 20244 1820201,642,030 (2) 20243282020 (3) 20244 1820201,642,030 . 1. (4) (5) (6) (7) . 2. . 2. . ✓ . 104,515H454 5%10 . 5%10 . 5%10 10––10– . . 101010 1015,500,000 104 . 5%1010 ✓ 5%1010 . 1010 1010 1010 –––––––132,000––132,000–––177,885––177,885 177,885-87,615290,270 . . 1.A 2.20244 182020 3.429 2024630XV352C3 . . 2024630336 . . . ✓ 1. . 1. 2. 3. 4. . .10% . . . 20246 30 20246 30 20246 30 . 20246306 20246306 . 37 2024630 6 2024630 6 2024630 6 2024630 6 20246 30 20246 30 20246306 20246306 20246306 20246306 20246306 20246306 20246306 20246306 20246306 20246306 20246306 20246306 20246 30 . 199758 2024830 2 . 202463012 3376200621542152023 20246 30 . . 202463020241–6202315 . 28 1. 111231 20246 30 . 2. 12 3. 4. (1) 20246 30 . 4. (1) (2) 20246 30 . 4. (2) 12 20246 30 . 5. (1) 20246 30 . 5. (2) 20246 30 . 5. (2) 20246 30 . 6. 11(2)2 8 20246 30 . 7. 8. (1) 20246 30 . 8. (2) 20246 30 . 9. (1) 1 20246 30 . 9. (1) 1 20246 30 . 9. (1) 1 20246 30 . 9. (1) 1 20246 30 . 9. (1) 1 20246 30 . 9. (1) 1 20246 30 . 9. (1) 2 20246 30 . 9. (1) 2 20246 30 . 9. (1) 3 14 20246 30 . 9. (1) 3 12 20246 30 . 9. (1) 3 3030 20246 30 . 9. (1) 3 4 20246 30 . 9. (1) 5 20246 30 . 9. (2) 1 20246 30 . 9. (2) 1 20246 30 . 9. (2) 2 20246 30 . 9. (3) 20246 30 . 9. (4) 20246 30 . 9. (5) 20246 30 . 9. (5) 20246 30 . 10. (1) (2) (3) 20246 30 . 10. (3) (4) (5) 20246 30 . 11. 9 20246 30 . 11. (1) 20246 30 . 11. (1) (2) 20246 30 . 11. (2) 1 2 20246 30 . 11. (2) 2 20246 30 . 11. (2) 2 3 20246 30 . 11. (2) 4 5(2) 20246 30 . 11. (2) 4 12. (1) 20246 30 . 12. (2) (3) 16 20246 30 . 12. (4) 13. 16 20246 30 . 14. 20246 30 . 14. 3 15. (1) 20246 30 . 15. (1) 20246 30 . 15. (2) ② 20246 30 . 15. (2)(3)16 16. 20246 30 . 16. 20246 30 . 17. 18. 20246 30 . 18. (1) 20246 30 . 18. (2) (3) 20246 30 . 19. 20246 30 . 19. 20246 30 . 19. 20246 30 . 20. 20246 30 . 20. 20246 30 . 20. 21. (1) 20246 30 . 21. (2) 20246 30 . 21. (2) 20246 30 . 21. (2) (3) 20246 30 . 22. (1) 20246 30 . 22. (1) 1 2 20246 30 . 22. (1) 2 3 20246 30 . 22. (1) 3 20246 30 . 22. (1) 3 12 4 20246 30 . 22. (2) (3) 20246 30 . 22. (4) 23. 20246 30 . 24. 20246 30 . 24. 25. (1)(2)(3) 20246 30 . 27. 28. 20246 30 . 28. (1) 20246 30 . 28. (2) 20246 30 . 28. (3) (4) (5) 20246 30 . 28. (6) (7) 20246 30 . 29. . 20246 30 . 2024630620236306 1. 15(4) 2 2. 20246 30 . 3. 1 20246 30 . 4. 2