巴西国家钢铁(SID)
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CSN(SID) - 2023 Q2 - Earnings Call Transcript
2023-08-04 09:41
Companhia Siderúrgica Nacional (NYSE:SID) Q2 2023 Results Conference Call August 3, 2023 10:30 AM ET Company Participants Marcelo Cunha Ribeiro - CFO and IR Executive Officer Helena Guerra - Sustainability Director Benjamin Steinbruch - Chairman and CEO Conference Call Participants Caio Greiner - BTG Pactual Daniel Sasson - Itau BBA Thiago Lofiego - Bradesco BBI Caio Ribeiro - Bank of America Carlos De Alba - Morgan Stanley Vanessa Quiroga - Credit Suisse Operator Good morning, ladies and gentlemen, and tha ...
CSN(SID) - 2022 Q4 - Annual Report
2023-04-28 00:00
钢铁业务 - 2022年,我们的钢铁业务占据了净收入的66.1%,毛利润的45.7%[291] - 2022年,中国占据全球粗钢产量的55%,同比下降2.1%[291] - 2022年,国内粗钢产量同比下降5.8%,轧钢产量同比下降9.2%[291] - 2022年,钢铁需求量下降,南美洲、北美洲、欧盟和亚洲的粗钢产量均有所减少[292] - 钢铁价格受全球和本地需求变化影响,出口价格和利润一般低于国内[296] - 我司钢铁产品分为热轧、冷轧、镀锌、镀层和镀锡等四类[297] - 钢铁部门2022年净营收为293.41亿雷亚尔,较2021年减少了7.5%[308] - 钢铁部门2022年产品成本增加31.6%,主要由于原材料价格上涨[314] - 钢铁业务的毛利下降39.2%,从2021年的10010.4百万雷亚尔降至2022年的6084.7百万雷亚尔[319] 矿业业务 - 2022年,我司矿业业务占据了28%的净收入和41%的毛利润[293] - 2022年,我司矿业业务86%的收入来自出口,14%来自国内市场[293] - 矿业部门2022年净营收为125.25亿雷亚尔,较2021年减少了30.6%[309] - 矿业部门2022年产品成本减少7.8%,主要由于铁矿石价格下降[314] - 采矿业务的毛利下降47.6%,从2021年的10337.6百万雷亚尔降至2022年的5419.7百万雷亚尔[320] 物流业务 - 物流部门2022年铁路物流净营收为23.12亿雷亚尔,较2021年增长25.9%[310] - 物流部门2022年服务成本增加16.2%,主要由于燃料价格调整[315] - 物流业务的毛利增长34.4%,从2021年的663.7百万雷亚尔增至2022年的892.2百万雷亚尔[321] 能源业务 - 能源部门2022年净营收为29.3亿雷亚尔,较2021年增长31.5%[311] - 能源部门2022年产品成本增加96.3%,主要由于合同价格调整和能源采购量增加[316] 水泥业务 - 水泥部门2022年净营收为281.96亿雷亚尔,较2021年增长97.2%[312] - 水泥部门2022年产品成本增加121.1%,主要由于原材料成本上升和销售量增加[317] - 水泥业务的毛利增长36.4%,从2021年的537.3百万雷亚尔增至2022年的845.1百万雷亚尔[323] 财务状况 - 2022年净利润为2167.7百万雷亚尔,较2021年的13595.6百万雷亚尔减少527.1%[330] - 2022年12月31日,公司总债务为40919百万雷亚尔,占股东权益的187.6%[343] - 2022年12月31日,公司长期债务中,美元固定利率债券、永续债券等占22823千雷亚尔[344]
CSN(SID) - 2022 Q4 - Annual Report
2023-04-28 00:00
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the month of April, 2023 Commission File Number 1-14732 COMPANHIA SIDERÚRGICA NACIONAL (Exact name of registrant as specified in its charter) National Steel Company (Translation of Registrant's name into English) Av. Brigadeiro Faria Lima 3400, 20º andar São Paulo, SP, Brazil 04538-132 (Address of principal executive office) Indicate ...
CSN(SID) - 2023 Q1 - Quarterly Report
2023-03-31 00:00
股东大会 - 2022年度股东大会将审议2022年财务报表,包括股息和股利的批准[7][15] 股权结构 - Vicunha Aços持有CSN 40.99%的股份,CFL Ana持有CSN 10.25%的股份[5][13] - Vicunha Aços和CFL Ana签署了为期10年的股东协议[5][13]
CSN(SID) - 2022 Q4 - Earnings Call Transcript
2023-03-10 03:42
Companhia Siderúrgica Nacional (NYSE:SID) Q4 2022 Earnings Conference Call March 9, 2023 9:30 AM ET Company Participants Marcelo Cunha Ribeiro - CFO and IR Executive Officer Marcelo Ribeiro - CFO Helena Guerra - Sustainability Director Benjamin Steinbruch - Chairman and CEO Conference Call Participants Rafael Barcellos - Santander Bank Daniel Sasson - Itau BBA Carlos de Alba - Morgan Stanley Thiago Lofiego - Bradesco BBI Operator At this time, we would like to welcome everyone to CSN Conference Call to rele ...
CSN(SID) - 2022 Q4 - Earnings Call Presentation
2023-03-09 22:52
4Q22 AND 2022 FINANCIAL RESULTS 2022 and 4Q22 FINANCIAL RESULT São Paulo, March 8, 2023 - Companhia Siderúrgica Nacional ("CSN") (B3: CSNA3) (NYSE: SID) discloses its fourth quarter of 2022 (4Q22) and 2022 yearly financial results in Brazilian Reais, with all financial statements consolidated in accordance with accounting practices adopted in Brazil issued by the Accounting Pronouncements Committee ("CPC"), approved by the Brazilian Securities and Exchange Commission ("CVM") and the Federal Accounting Counc ...