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北京时间·🕒 发布 17:32:45时区推断·⟳ 抓取 17:36:19·⚡ 决策 08-04 19:16:49 +1h40m·84.2 天前
日本制铁上调全年净利润预测，称美国钢铁盈利和美国钢价走强支撑业绩
事件本身偏正面：日本制铁将全年净利润预测上调32%至2900亿日元，并把美国钢铁年度基础业务利润预测从1000亿日元以上上调至1800亿日元以上。
📄 原文Reuters↗ 原文
Japan's top steelmaker Nippon Steel (5401.T) on Tuesday raised its full-year net profit forecast by 32% to 290 billion…
不做 日本制铁（5401.JP）
同一季度业绩与展望更新催化已在2026-08-04 08:25 UTC由系统处理过，本条Reuters为重复转述，不再出新的交易决策。
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研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 事件本身偏正面：日本制铁将全年净利润预测上调32%至2900亿日元，并把美国钢铁年度基础业务利润预测从1000亿日元以上上调至1800亿日元以上。
- 但已处理消息库在2026-08-04 08:25 UTC命中同一季度业绩与展望更新催化，本条Reuters更像同一财报事件的后续转述，不应重复出卡。
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原文全文
展开原文 · 1,857 字
Japan's top steelmaker Nippon Steel (5401.T) on Tuesday raised its full-year net profit forecast by 32% to 290 billion yen ($1.84 billion), citing stronger earnings at U.S. Steel amid a firmer U.S. steel market.
Nippon Steel posted a 75.30 billion yen net profit for the April-June first quarter, compared with a 195.83 billion yen net loss a year earlier, when it booked a hefty one-off loss related to the sale of its stake in the AM/NS Calvert joint venture.
"U.S. Steel drove our group earnings," Nippon Steel Chief Financial Officer Takahiko Iwai told a news conference, adding that measures to improve quality and operational efficiencies at U.S. Steel after its acquisition also contributed to higher profits at the U.S. unit.
Nippon Steel raised its underlying business profit forecast for U.S. Steel in the financial year to March 2027 to 180 billion yen or more, from its May prediction of 100 billion yen or more.
It also raised its full-year assumption for the U.S. hot-rolled coil market by $100 to $1,000-$1,100 per short ton in light of the recent rise in prices.
CFO Iwai said an expected increase in inventory valuation gains, driven by the weak yen against the U.S. dollar and rising raw material costs, also contributed to the upward revision of the profit forecast.
Meanwhile, the Middle East conflict reduced first-quarter earnings by 25 billion yen and is expected to have a 60 billion yen negative impact for the full year, Iwai said.
As profits from domestic operations remain stagnant, Nippon Steel aims to pass on higher raw material and fuel costs to customers going forward, Iwai said. "The Japanese government has finally imposed anti-dumping measures," he said, adding that if measures can help curb imports of cheap steel, it may become possible to see stronger domestic prices.
($1 = 157.7800 yen
Nippon Steel posted a 75.30 billion yen net profit for the April-June first quarter, compared with a 195.83 billion yen net loss a year earlier, when it booked a hefty one-off loss related to the sale of its stake in the AM/NS Calvert joint venture.
"U.S. Steel drove our group earnings," Nippon Steel Chief Financial Officer Takahiko Iwai told a news conference, adding that measures to improve quality and operational efficiencies at U.S. Steel after its acquisition also contributed to higher profits at the U.S. unit.
Nippon Steel raised its underlying business profit forecast for U.S. Steel in the financial year to March 2027 to 180 billion yen or more, from its May prediction of 100 billion yen or more.
It also raised its full-year assumption for the U.S. hot-rolled coil market by $100 to $1,000-$1,100 per short ton in light of the recent rise in prices.
CFO Iwai said an expected increase in inventory valuation gains, driven by the weak yen against the U.S. dollar and rising raw material costs, also contributed to the upward revision of the profit forecast.
Meanwhile, the Middle East conflict reduced first-quarter earnings by 25 billion yen and is expected to have a 60 billion yen negative impact for the full year, Iwai said.
As profits from domestic operations remain stagnant, Nippon Steel aims to pass on higher raw material and fuel costs to customers going forward, Iwai said. "The Japanese government has finally imposed anti-dumping measures," he said, adding that if measures can help curb imports of cheap steel, it may become possible to see stronger domestic prices.
($1 = 157.7800 yen
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