Arcelor Mittal Stock Takes Off After Projecting 3%-4% Steel Demand In FY24
Arcelor Mittal Stock Takes Off After Projecting 3%-4% Steel Demand In FY24
Arcelor Mittal NY (NYSE:MT) shares are trading higher on Thursday after reporting first-quarter results.
纽约安赛乐米塔尔（纽约证券交易所代码：MT）在公布第一季度业绩后，周四股价走高。
The company reported first-quarter sales of $16.282 billion, beating the analyst consensus of $16.238 billion.
该公司公布的第一季度销售额为162.82亿美元，超过了分析师共识的162.38亿美元。
The company's crude steel production remained primarily flat year over year at 14.4 metric tonnes, while steel shipments decreased to 13.5 metric tonnes from 14.5 metric tonnes.
该公司的粗钢产量同比基本持平，为14.4公吨，而钢铁出货量从14.5公吨下降至13.5公吨。
The company forecasts world apparent steel consumption to grow by 3% to +4% in 2024, excluding China.
该公司预测，不包括中国，到2024年，世界表观钢铁消费量将增长3％至+ 4％。
Total Group iron ore production in the quarter under review decreased to 10.2 metric tonnes from 10.8 metric tonnes year over year.
在本报告所述季度，集团铁矿石总产量从同比10.8公吨降至10.2公吨。
"We have an exciting pipeline of growth projects underway, including the 1GW renewables project in India and Vega CMC in Brazil, both of which are expected to commence operations in the first half," said Aditya Mittal, Arcelor Mittal Chief Executive Officer.
安赛乐米塔尔首席执行官阿迪亚·米塔尔表示：“我们正在进行一系列激动人心的增长项目，包括印度的1GW可再生能源项目和巴西的Vega CMC，这两个项目预计都将在上半年开始运营。”
The Luxembourg-based company said its first-quarter EBITDA was $1.96 billion, lower than $2.14 billion a year ago.
这家总部位于卢森堡的公司表示，其第一季度息税折旧摊销前利润为19.6亿美元，低于去年同期的21.4亿美元。
What's Next?
下一步是什么？
Overall economic sentiment remains subdued with customers maintaining a "wait and see" approach with no apparent restocking.
整体经济景气仍然低迷，客户保持 “观望” 的态度，没有明显的补货。
Nevertheless, sentiment appears to have reached a floor, and given the low inventory environment (particularly in Europe), as soon as real demand begins to gradually improve, apparent demand is expected to rebound.
尽管如此，市场情绪似乎已达到最低水平，鉴于低库存环境（尤其是欧洲），一旦实际需求开始逐步改善，表观需求有望反弹。
Arcelor Mittal remains positive on the medium/long-term steel demand outlook. Capex in 2024 is expected to remain within the $4.5-$5.0 billion range (of which $1.4-$1.5 billion is expected as strategic growth capex).
安赛乐米塔尔对中长期钢铁需求前景仍然乐观。预计2024年的资本支出将保持在45亿至50亿美元之间（其中14-15亿美元预计为战略增长资本支出）。
Price Action: MT shares are trading higher by 2.59% to $25.72 at the last check Thursday.
价格走势：在周四的最后一次支票中，MT股价上涨2.59％，至25.72美元。
Janno Nivergall from Pixabay
来自 Pixabay 的 Janno Nivergall
译文内容由第三方软件翻译。