当社経営の概況 - Nippon Steel

1 54012020 9 18 2020 Nippon Steel CORPORATION All Rights 1. 2020 3. 4. 2020 Nippon Steel CORPORATION All Rights 2020 Nippon Steel CORPORATION All Rights JFE 3 1 6%4%5%2019 86%5 9,215 2019 2019 2019 1,869 106,599 408 439,491 118 2020 3 2020 Nippon Steel CORPORATION All Rights 46% 10% 11% 12% 7% 14% FY2019 ( + ) ** 2020 Nippon Steel CORPORATION All Rights (2019 )

2 60% 40%36%8%5%2%3%11%34%46%5%7%4%9%4%25% 3,631 (2019 ) 2020 Nippon Steel CORPORATION All Rights 1. 2020 3. 4. 2020 Nippon Steel CORPORATION All Rights ,500 ( ) 2019 2020 4-6 765 275 1,500 300 1, 3,609-- 2,844 275 1,500 300 1,200 1,217- 400 4,315 420 2,000 7-9 400 ( ) 4,826 4,826 2019 2020 2020 Nippon Steel CORPORATION All Rights 2019 10 t 59 / (2016 5 )

3 765 2,8448773,6104,5172,0091,7452,8873,369FY 12FY13FY14FY15FY16FY17FY18FY19 / 600 2019 -2,604 4,826 3,609 1,217 -3,609 2020 Nippon Steel CORPORATION All Rights 0204060801004710147101471014710147,FY16 FY17 FY18 FY19 20(US$/dmt, FOB) 1802002202401Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q 3Q4Q1 QFY16 FY17 FY18 FY19 20 / 82%18% (CY2019) 2020 Nippon Steel CORPORATION All Rights 500 2,000 900 1,100 2,800 530 1,080 1,400 1,100 60 / 765 2,844 1,200FY19FY20 -1,965 2018 63 2019 59 2020 50 ASEAN 400$/t 2020 Nippon Steel CORPORATION All Rights 990 779 765 1,036 720 770 02004006008001,0001, 3Q 4Q t 1,690 1.

4 490 1Q 720 2Q 1,490 1,690 60 70% 80 770 t/Q 730 t/Q 2020 Nippon Steel CORPORATION All Rights 378 418 447 551 588 641 660 741 711 672 681 774 836 908 917 917 46 51 51 58 65 70 72 74 76 80 84 89 97 102 83 96 79 81 78 53 64 64 64 65 68 63 62 64 65 63 51 55 50 55 59 45 52 56 54 52 56 56 57 56 54 53 47 49 35 40 43 39 46 49 55 59 64 67 76 74 77 78 76 79 155 141 131 84 112 123 133 131 146 134 131 138 141 135 108 115 221 235 216 145 177 191 175 179 186 194 199 206 205 192 166 184 49 56 50 37 50 56 59 60 58 52 51 54 56 59 53 57 1,239 1,320 1,322 1,153 1,317 1,419 1,446 1,545 1,552 1,506 1,520 1,633 1,708 1,767 1,654 1,717 06CY07CY08CY09CY10CY11CY12CY13CY14CY15CY 16CY17CY18CY19CY2020CY 2021CY CIS NAFTAASEAN5 JapanIndia t/ CIS NAFTAASEAN5 t/ ASEAN5 nafta EU282019CY 1767 63 908 5378 102 135 1582020CY *1654 51 917 477683 108 1332019 20 -113 -12+9-7-2-18 -27 -25 + * World Steel association 2020 Nippon Steel CORPORATION All Rights FY2017 FY2018 FY2019FY2020 FY2017 FY2018 FY2019FY2020 2019 t t 2020 Nippon Steel CORPORATION All Rights 0501001 2 3 4 5 6 7 8 9 10 11 12 0501001 2 3 4 5 6 7 8 9 10 11 12

5 0501001502002503001 2 3 4 5 6 7 8 9 10 11 12 010203040501 2 3 4 5 6 7 8 9 10 11 12 010201 2 3 4 5 6 7 8 9 10 11 12 010201 2 3 4 5 6 7 8 9 10 11 12 0102030401 2 3 4 5 6 7 8 9 10 11 12 0102030401 2 3 4 5 6 7 8 9 10 11 12 01020304050601 2 3 4 5 6 7 8 9 10 11 12 / )2008 2009 2017 2018 2019 2020 2020 Nippon Steel CORPORATION All Rights m3 2BF 2,902 8 7/8 1BF 5,3704/15 3BF 5,370 2BF 4,5006/14 4BF 5,555 1BF 5,4433BF 4,300 1BF 3,7004/25 2BF 3,700 1BF 2,6502BF 2,0802/15 4BF 5,000 2BF 2,1507/18 1BF 5,7752BF 5,775 15 64,270 15 6 32 2 1 1EE 5 2 3AB 4B 3 1 5 2022 2021 2021 2020 Nippon Steel CORPORATION All Rights 2020303040101030351545404010505545 45708010FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19FY20 2020 / 2019 7 6 2020 40 30 2020 2 2019 2020 Nippon Steel CORPORATION All Rights 1.

6 2020 3. 4. 2020 Nippon Steel CORPORATION All Rights ( ) 2020 Nippon Steel CORPORATION All Rights 50 2020 Nippon Steel CORPORATION All Rights 2020 Nippon Steel CORPORATION All Rights ( )( )*( )( )( )( )( ) ( ) ( ) ( )( ) ( )( )( )( ) ( ) ( )

7 ( )SML SMP UO ( ) 2020 Nippon Steel CORPORATION All Rights 20 20 21 21 22 22 23 23 ( ) ( ) 1 ( ) ( ) 19 2020 Nippon Steel CORPORATION All Rights 1,000 / 500 / 2 ( 1 1 15 11 4 Cf 2018 4,100 t/ 273 t/ 4,784 t/ 2020 350 2021 650 2020 Nippon Steel CORPORATION All Rights 4 2 10313 13720 ( ))

8 8311 11718 ) ( ) : 10 ( ) 2020 Nippon Steel CORPORATION All Rights ( ) 16 /12 + 4 2020 4 1 2020 Nippon Steel CORPORATION All Rights FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 0%10%20%30%7,0008,0009,00010,00011,00012 ,000FY17FY18FY19FY20FY21FY22FY23FY24FY25 PHVEV HV 11131314142227332016 2030 2040 2050 OECD OECD25344147 / FY17 1 kwh TopRunner 2 [ 1 7% ] 3 [ 2 10% ]EUEco-design1 [ 40% ]2 [ 1 10% ][ ]

9 GO 14 5 2020 Nippon Steel CORPORATION All Rights NO * + BEV FCVHEV PHEV CO2 CO2 * 2020 Nippon Steel CORPORATION All Rights NO ( ) 123 ( ) ( ) ( )( ) 123 2020 Nippon Steel CORPORATION All Rights 1,470 2020 3 '04 '15'25 1,8001,4701,3201,180980780590440-540340- 390260-270 ( 2020 Nippon Steel CORPORATION All Rights 2019 3 2018 6 2019 3 3 3 100 2020 Nippon Steel CORPORATION All Rights ( ))

10 ( 5,400 / *1(worldsteel *2 5,300) 1,700 / *1(worldsteel *2 700) ( ) 400 / 1,900 / *1(worldsteel *2 1,100) 1,900 / *1(worldsteel *2 800) 9,000*1 / (worldsteel *2 6,700) 7,100*1 / (worldsteel *2 6,000)*1 World Steel Association 30 (USIMINAS ) 30 (AGIS PATIN STP VSB) 100 *2 worldsteel : *1 50% 100% 50% 3,700*1 / (worldsteel *2 1,800) 2020 Nippon Steel CORPORATION All Rights ** *3 *1 / 5,400 *25,400 1,9001,200 170 45 15 145 440 1451,900 3,700 ASEAN148 13 250 271*943470 470 264 9 5 4100380 380 98460 24*42470 1,050 43 4590 90 810729*811 11 8 101*5125*6860 1,570*10 110113*75 115 *1 World Steel Association (USIMINAS ) AGIS PATIN STP NSCh VSB *2 *3 (Mahindra Sanyo, VSB, Standard Steel , Ovako))