——Original title: [The most complete] All-round comparison of listed companies in China's special steel industry in 2022 (with business layout summary, performance comparison, business planning, etc.) Listed companies in all links of the special steel industry chain: Listed compa

——Original title: [The most complete] All-round comparison of listed companies in China's special steel industry in 2022 (with business layout summary, performance comparison, business planning, etc.)

Listed companies in all links of the special steel industry chain: Listed companies in the upstream iron ore and scrap steel supply market include Baosteel Co., Ltd. (600010.sh), Ansteel Co., Ltd. (000898), Hesteel Resources (000923.SZ), Jinling Mining (000655.SZ), Hainan Mining (601969.SH), Dazhong Mining (001203.SZ), etc.; the listed companies of Zhongyou Special Steel Manufacturing include Xining Special Steel (600117.SH), Taigang Stainless Steel (00000 825.SZ), CITIC Special Steel (000708.SZ), Fangda Special Steel (600507.SH), ST Fugang (600399.SH), Nangang Co., Ltd. (600282.SH), Jiuli Special Materials (002318.SZ), Guangda Special Materials (688186.SH); listed companies in downstream application fields There are GAC Group (601238.SH), SAIC Group (600104.SH), FAW Jiefang (000800.SZ), XCMG Machinery (000425.SZ), Liugong (000528.SZ), Zhenhua Heavy Industry (600320.SH), etc.

Core data of this article: Enterprise revenue, corporate profit, sales gross profit margin

From the perspective of the industrial chain, the upstream of the special steel industry chain includes the manufacturing of raw materials such as iron ore and alloys, as well as scrap steel recycling and reuse links; the midstream refers to the manufacturing of special steel, including the production and manufacturing of structural steel, tool steel, and other special steels; the downstream applications of the industrial chain include major industrial manufacturing fields such as automobiles, engineering machinery, aerospace, etc. At present, the listed companies involved in the special steel industry related businesses in my country include CITIC Special Steel, Taigang Stainless Steel, Fangda Special Steel, Xining Special Steel, Nangang Co., Ltd., Fushun Special Steel , Jiuli Special Materials, Guangda Special Materials and other companies. Based on the summary of listed companies in the special steel industry chain, this article will comprehensively compare the business layout, performance comparison and business planning of listed companies in the midstream special steel production and manufacturing industry.

1, summary of special steel companies in special steel industry

special steel, also known as special steel , generally refers to steel materials and products that have special composition, adopt special production processes, have special tissue properties, and can meet special needs. The level of the special steel industry is an important indicator to measure whether a country has become a strong steel country. This article summarizes the major listed companies in all links of the special steel industry chain, including major raw material suppliers, special steel manufacturers, and downstream major application customers.

Among them, the listed companies involved in the production and manufacturing of special steel mainly include CITIC Special Steel, Taigang Stainless Steel, Fangda Special Steel, Xining Special Steel, Nangang Co., Ltd., Fushun Special Steel, Jiuli Special Materials, Guangda Special Materials and other companies.

2, Comparison of special steel manufacturing business layout of listed companies in the special steel industry

Among the industry-related listed companies, the special steel industry of CITIC Special Steel, Fangda Special Steel, Xining Special Steel, and Fushun Special Steel The proportion of business exceeds 80%, while other companies' special steel business accounts for a relatively small proportion, mainly diversified industrial layout; in terms of product segmentation, existing listed companies have different focus on product types and application market layout based on their own industrial foundation, such as Taigang Stainless focuses on the stainless steel market, Fangda Special Steel focuses on the spring flat steel and high-quality round steel markets, etc.; in terms of regional layout, most companies have developed overseas market layouts except for deep cultivation in the domestic market, but the overall overseas market sales account for a small proportion.

Note: At present, relevant listed companies in the industry have separately disclosed the revenue data of special steel in the domestic and foreign markets. The above-mentioned regional sales share data is the overall business operation data of the company.

3. Comparison of the performance of special steel manufacturing business of listed companies in the special steel industry

From the perspective of gross profit margins of related businesses of listed companies in the industry, the overall profit margins of companies such as Fangda Special Steel, Fushun Special Steel, and Jiuli Special Materials are above 20%, and the profitability level of special steel business is relatively high; from the perspective of special steel technology research and development of listed companies, industry enterprises attach great importance to the technical research and development of special steel products, and expand market scale by seizing the technological highland in subdivided fields.

Note: The degree of information disclosure of different companies is inconsistent.

4. Comparison of the special steel manufacturing business planning of listed companies in the special steel industry

special steel manufacturing industry is a technology-guided industry. Breakthrough in the industry's technological development is the main path for the entire steel industry to achieve industrial structure adjustment and is also the main trend of the development of the special steel industry. It has driven the downstream application market to gradually expand and promote the further improvement of the development level of the domestic special steel industry. Judging from the business planning of listed companies related to the special steel industry, the focus is on breakthroughs in technological innovation of special steel products, industrial digitalization and intelligent transformation, and global strategic layout.

or above data comes from the " China Special Steel Industry Market Foresight and Investment Strategy Planning Analysis Report " of the Foresight Industry Research Institute. At the same time, the Foresight Industry Research Institute also provides solutions such as industrial big data, industrial research, policy research, industrial chain consultation, industrial map, industrial planning, park planning, , industrial investment promotion, IPO investment and investment feasibility research, IPO business and technology writing, IPO working paper consultation and other solutions.