Chung Hung Steel Corporation · TWSE:2014
Chung Hung Steel — Q1 2025 Earnings Presentation
23 slides from Chung Hung Steel's earnings presentation, Mar 21, 2025
Slide 1: Chung Hung Steel Corporation 2025 Q1 Investor Conference
Stock Code:2014 CHUNG HUNG STEEL CORPORATION 2025 Q1 INVESTOR CONFERENCE 2025.03.21 Image Source：
Slide 2: Disclaimer
Disclaimer The information contained in this presentation and its accompanying announcements is based on present condition and information available at the time the statements were made. The presentation is run exclusively for the purpose of providing information and not for the purpose of investm
Slide 3: Agenda
AGENDA 1 Company Profile 1 2 Industry Overview 3 3 Financial Overview 14 4 ESG Performance 17
Slide 4: Agenda
AGENDA 1 Company Profile 1 2 Industry Overview 3 3 Financial Overview 14 4 ESG Performance 17 1
Slide 5: Company Profile
Company Profile Date of Chairman of the President Paid-in capital establishment Board NTD 1983.09.29 Kuei-Sung Tseng Min Chu 14,355,444,460 Address Main Main products Mills stockholder Kaohsiung：Hot Rolling 317, Yu Liao Rd., Hot-rolled coil, Mill, Cold Rolling Mill, Steel Chiao Tou China Steel Cold-
Slide 6: Agenda
AGENDA 1 Company Profile 1 2 Industry Overview 3 3 Financial Overview 14 4 ESG Performance 17 3
Slide 7: World Economic Growth Forecast
World Economic Growth Forecast • The IMF released its latest World Economic Outlook in January, revising its global economic growth forecast for 2025 to 3.3%, a 0.1 percentage point increase from the previous projection. • As inflation continues to ease across countries, the global economy is expect
Slide 8: Manufacturing PMI
Manufacturing PMI • United States：Production and new orders rose sharply as companies rushed to stock up ahead of tariff changes, pushing the PMI to a 32-month high. • The Eurozone：Production and orders continued to improve, and business confidence showed a solid rebound, with the manufacturing sect
Slide 9: Global Crude Steel Production Forecast
Global Crude Steel Production Forecast • According to the WSD December 2024 report, global crude steel production is expected to be 1,866 million tons in 2025, and reach 1,872 million tons in 2026, reflecting a modest year-on-year growth of 0.3%. • Additionally, WSD expects that China may introduce
Slide 10: Global Steel Demand Forecast
Global Steel Demand Forecast • According to the World Steel Association's October 2024 report, as the financing environment eases, suppressed private consumption and business investment will gradually recover. Global steel demand is expected to grow by 1.2% in 2025, reaching 1,772 million tons. • In
Slide 11: Steel price trend-Hot Rolled (international market)
Steel price trend-Hot Rolled (international market) 2024.Q4-2025.Q1 Steel Price Trend Recap and Outlook (International) • 2024.Q4： • In the U.S., planned maintenance reduced supply, allowing mills to raise prices. However, buyers continued to purchase only as needed, which kept the market largely st
Slide 12: Steel price trend-Hot Rolled (international market)
Steel price trend-Hot Rolled (international market) 2024.Q4-2025.Q1 Steel Price Trend Recap and Outlook (International) • 2025.1Q：In the U.S., new tariffs have raised the import threshold, further supporting price increases by domestic mills. Some buyers have begun purchasing in advance, resulting i
Slide 13: Steel Market Outlook
Steel Market Outlook • In terms of macroeconomics, the IMF released the latest World Economic Outlook report (WEO) in January, revising the forecast for global economic growth in 2025 to 3.3% (+0.1%). The IMF also projected that global inflation would decline steadily, enabling central banks to cont
Slide 14: Steel Market Outlook
Steel Market Outlook • In China, the official Two Sessions work report maintained the policy stance of "stabilizing growth and boosting consumption." Key measures include raising the fiscal deficit to a record-high 4% and creating fiscal space for potential reductions in the RRR and interest rates t
Slide 15: Agenda
AGENDA 1 Company Profile 1 2 Industry Overview 3 3 Financial Overview 12 4 ESG Performance 17 12
Slide 16: Financial Overview (1/3)
Financial Overview (1/3) Financial Performance 單位：百萬元 (In Million of New Taiwan Dollars) 2024Q1 2024Q2 2024Q3 2024Q4 Operating Revenues 9,148 8,160 6,705 6,448 Gross Profit(Loss) 183 (212) (718) 1 Gross Profit(Loss) Rate 2.00% -2.60% -10.71% 0.02% Profit(Loss) Before Income 60 (319) (797) (126) Tax
Slide 17: Financial Overview (2/3)
Financial Overview (2/3) Steel Pipe Table of Sales by Products 4.9% NTD Million Cold-rolled Products 18.0% 2024 Operating Revenues Hot-rolled Products 77.1% 14
Slide 18: Financial Overview (3/3)
Financial Overview (3/3) Quarterly Sales by Products & Operating Revenue Domestic and foreign sales ratio 15
Slide 19: Financial Performance
Financial Performance Debt Ratio & Net Worth Current Ratio 16
Slide 20: Agenda
AGENDA 1 Company Profile 1 2 Industry Overview 3 3 Financial Overview 14 4 ESG Performance 17 17
Slide 21: ESG Performance
ESG Performance • Completed carbon • Volunteer service grew • Second scale (6%~20%) of footprint assessment and by 70.94%. Corporate Governance external verification for • Zero major work-related Evaluation. 13 core products. Safety incidents. • Linked executive • Total greenhouse gas • Awarded by t
Slide 22: Q&A
Q&A ESG Report CHS Financial Report 19 Competence Honesty Service
Slide 23: Thank You!
THANK YOU! Competence Honesty Service