英国钢铁公司遭遇巨额亏损，高炉存在运营问题
British Steel suffered huge loss, BF operational issues
Kallanish（开阑商务信息咨询）从英国钢铁公司最近向公司注册处提交的年度文件中注意到，尽管英国钢铁公司的收入有所增长，但其2022年的亏损却急剧增加。
British Steel’s losses increased drastically in 2022 despite revenue rising,Kallanish notes from its recent annual filings with Companies House.
该公司报告称，2022年的税前亏损为4.084亿英镑（5.42亿美元），比2021年的4,950万英镑亏损大幅增加。其中包括2.029亿英镑的减值，反映了斯肯索普钢厂高炉业务前景的恶化。该公司补充说，2023年和2024年亏损仍在继续。
It reports before tax loss of £408.4 million ($542m) in 2022, increasing from a £49.5m loss in 2021. This includes an impairment of £202.9m, reflecting a deteriorating outlook for the blast furnace operations at the Scunthorpe site. Losses continued in 2023 and 2024, the firm adds.
该公司表示，扣除税收和特殊项目后，2022年的亏损额为3.67亿英镑，而2021年的亏损额为5,080万英镑，并指出能源价格长期居高不下的影响。
After tax and exceptional items, it reports a loss for 2022 of £367m, versus its 2021 loss of £50.8m, noting the long-term embedding of high energy prices.
尽管在实施产量管理之后，该年度的液态钢产量从2021年的260万吨降至200万吨，但收入却从2021年的15亿英镑增至17亿英镑。文件显示，钢材价格上涨抵消了产量的下降。
Despite liquid steel production for the year dropping to 2 million tonnes, down from 2.6mt in 2021 following output management activities, revenue increased to £1.7 billion, up from £1.5 billion in 2021. Volume reductions were offset by higher steel prices, the filings show.
在17亿英镑的收入中，英国仍然是主要市场，其中9.27亿英镑销往英国本土市场，4.43亿英镑销往欧洲，3.63亿英镑销往世界其他地区。
Of the £1.7 billion revenue, the UK continued to be the main market, with £927m sold into the home market versus £443m in Europe, and £363m for the rest of the world.
该公司报告称，整个2022年，外部贸易环境仍然极不稳定，大宗商品和能源价格大幅波动，市场需求水平也随之变化。
The company reports that the external trading environment remained highly volatile throughout 2022, characterised by significant fluctuations in both commodity and energy prices alongside variations in market demand levels.
由于乌克兰战争爆发后钢材价格和需求上升，第二季度的情况明显好转，实现了盈利。此外，整个春季的能源价格也有所回落。
A marked improvement was observed in the second quarter with profitable trading achieved due to a rise in steel prices and demand following the Ukraine war outbreak. This was coupled with moderation in energy prices throughout the spring.
然而，能源价格的进一步大幅上涨（在夏末达到顶峰）导致利润率不断下降，并促使该公司在第四季度做出将产量控制在最低实际水平的艰难决定。
However, further significant rises in energy prices, peaking in late summer, led to deteriorating margins and the difficult decision to manage production volumes to minimum practical levels in Q4.
该公司报告称，2022年的税前亏损为203英镑/吨，而2021年为19英镑/吨。
It reported a loss before tax of £203/tonne in 2022 versus £19 in 2021.
该公司指出下半年的经济状况恶化。该公司确定了整个业务的增效节约措施，并实施了额外的支出控制措施。
The company notes economic conditions deteriorated in the second half of the year. Efficiency savings were identified across the business and additional spend control measures implemented.
该公司还表示，与老化的维多利亚女王高炉有关的运营问题限制了2023年的钢铁产量，尽管能源批发价格走软使运营成本受益。维多利亚女王高炉于2024年2月停产，取而代之的是更新的贝丝女王高炉。
It also says operational problems associated with the ageing Queen Victoria blast furnace limited steel output in 2023, albeit with softening wholesale energy prices providing benefit to operating costs. The unit was taken out of service in February 2024, with the newer Queen Bess blast furnace being brought into service to replace it.
该公司在文件中称：“随着乌克兰冲突的持续以及地缘政治的不确定性、高通胀和紧缩货币政策持续到2024年，能源批发市场进一步波动和全球钢铁市场恶化的风险依然存在。”
The firm says in the filings that “risks remain of further volatility in the wholesale energy market and deterioration in the global steel market as conflict in the Ukraine continues and geopolitical uncertainty, high inflation and tightening monetary policy continues into 2024.”
如果继续亏损，该公司将需要敬业集团提供进一步的资金支持。文件显示，2022年公司间/关联方贷款为6.3亿英镑，而2021年为3.64亿英镑。
In the event of continued losses, the company would require further funding support from the wider Jingye group.The filings show intercompany/related party loans were £630m in 2022 against £364m in 2021.
2022年，英国钢铁公司获得了由Secure Trust Bank plc提供的5,000万英镑外部资产担保应收账款贷款机制，而敬业国际（香港）控股有限公司则向ISUK集团提供了2.2亿英镑的承诺贷款机制，该机制将于2025年到期。
In 2022, British Steel benefited from access to an external asset-backed receivable lending facility of £50m supplied by Secure Trust Bank plc, while Jingye International (HK) Holdings Company Limited provided a further £220m committed lending facility to the ISUK Group, maturing in 2025.
尽管出现了经营亏损，但该公司仍继续投资于战略项目，力求提高业务绩效，并表示这将有助于进行必要的投资，以确保公司的长期未来。
Despite the operational losses, the company continued to invest in strategic projects as it seeks to improve the performance of the business, which it says will enable investments necessary to secure its long-term future.
2022年的资本支出总额约为1.43亿英镑，比2021年的8,100万英镑有所增加，而2023年的增长资本支出为7,100万英镑，预计2024年为3,100万英镑。
Total capital expenditure for 2022 was at circa £143m, increasing from £81m in 2021, whilst growth-capex was £71m in 2023 and is forecast at £31m for 2024.
2022年的投资计划包括在Skinningrove钢厂新建一台方坯连铸机、原材料卸载起重机、新的钢厂装料起重机和新的特殊型材服务中心。此外，还进行了大量投资，以提高炼焦和炼钢的效率和可靠性。
The investment programme in 2022 included a new billet caster, raw material unloading cranes, new steel plant charging crane, and new special profiles service centres at the Skinningrove site. This was combined with significant investment to support coke making and steel efficiency and reliability.
该公司还指出，将继续与英国政府讨论，寻求支持向低碳炼钢过渡，这是确保企业长期可持续发展的重要一环。
It also notes that discussions continue with the UK government to seek support for the transition to low-embodied carbon steelmaking which is a vital part of securing a long-term sustainable future for the business.
文件显示，按范围1、2和3排放计算，该公司2022年每吨液态钢的二氧化碳排放强度从2021年的2.086吨二氧化碳提高到2.246吨二氧化碳。
The company increased its CO2 intensity per tonne of liquid steel on a scope 1, 2 and 3 emissions basis to 2.246 tonnes CO2 per tonne in 2022, up from 2.086t Co2/t in 2021, filings show.
该公司于2023年底公布了其脱碳计划，通过投资12.5亿英镑转向电弧炉炼钢。
The company unveiled its decarbonisation plans in late 2023to shift to electric arc furnace steelmaking via a £1.25 billion investment.
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