证券之星消息,华菱钢铁(000932)05月13日在投资者关系平台上答复投资者关心的问题。投资者提问:2023年公司董秘对外宣称,品种钢转型可弱化周期影响,实现逆周期稳盈利。可2024-2025年行业下行周期中,华菱钢铁业绩大幅滑坡,而中信特钢、南钢股份同行依旧业绩平稳。公司前后口径矛盾,一味将问题推给下游景气度,是否在回避自身战略决策失误的问题?同为集团主体,湖南钢铁集团投资FMG收益丰厚,上市公司却没能做好周期风险对冲,中小股东对此深表不解。华菱钢铁回复:账号尾数“418534”的投资者,关于周期性波动问题,公司相比于头部企业存在差距和改进空间,但相比于大部分以普钢为主要产品的钢铁公司,在盈利能力方面仍具有比较优势,不应否定公司品种钢转型的战略决策。为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。
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