日本最大钢铁制造商日本制铁周四将截至2027年3月的2026财年净利润预期上调52%至4400亿日元（约合28亿美元），理由是其美国钢铁业务盈利超出预期。
Japan's biggest steelmaker Nippon Steel on Thursday raised its net profit forecast for fiscal 2026 by 52% to 440 billion yen ($2.8 billion), citing stronger-than-expected earnings from its US Steel business.
此前该公司在8月预计净利润为2900亿日元，而2025财年实际净利润仅为170亿日元。日本制铁预计，包括其斯洛伐克子公司NSSK在内的美国钢铁业务将为全年基础业务利润贡献2300亿日元，较此前预期增加500亿日元，得益于美国钢价上涨。公司还预期原材料价格走强将提振原材料业务盈利。与资本支出相关的阿肯色州税收抵免带来的960亿日元一次性收益也促成了此次上调。
首席财务官岩井隆彦在记者会上表示：“此次上调的主要驱动力是美国钢铁”，并补充称，收购美国钢铁的巨额投资已被证明是正确的决定。岩井称，美国钢铁同比盈利改善的一半源于市场环境，另一半来自提高开工率等盈利改善举措。
By Yuka Obayashi The forecast, for the year ending March 2027, compares with the company's August estimate of 290 billion yen and a net profit of 17 billion yen in fiscal 2025 Nippon Steel expects US Steel, including its Slovak subsidiary NSSK, to contribute 230 billion yen to full-year underlying business profit, up 50 billion yen from its previous forecast, helped by higher US steel prices The company also expects stronger raw material prices to boost earnings in its raw-materials business. A one-off gain of 96 billion yen from an Arkansas state tax credit related to capital expenditure also contributed to the upgrade "The main driver behind the upward revision is US Steel," Chief Financial Officer Takahiko Iwai told a press conference, adding that the huge investment to acquire U.S. Steel had proved to be the right decision Iwai said half of US Steel's year-on-year earnings improvement was due to market conditions, while the other half came from efforts to improve earnings, such as raising operating rates Iwai declined to comment on the impact of the US midterm election on its US operations.
对于美国中期选举对其美国业务的影响，岩井拒绝置评。他表示，钢价走强不仅源于关税，也反映了美国经济的强劲。
在4月至9月的上半财年，尽管受中东冲突、台风及暴雨（主要在日本）影响，日本制铁仍录得净利润2630亿日元，而去年同期为净亏损1130亿日元。
He said strong steel prices were not only driven by tariffs but also by the strength of the US economy For the April-September first-half, Nippon Steel booked a net profit of 263 billion yen, against a net loss of 113 billion yen a year earlier, despite the impact of the Middle East conflict, typhoons and heavy rains, mainly in Japan