Group 1: Major Asset Restructuring - The company is currently evaluating the feasibility and compliance of the major asset restructuring plan disclosed in June 2023, which may significantly increase the reliance on related parties and affect the company's independent operational capabilities [3][4] - The restructuring plan is still under further verification and communication, with uncertainties remaining, and the company will fulfill its information disclosure obligations based on the progress of related matters [4] Group 2: Convertible Bond Management - The company is preparing for the maturity of its convertible bonds by enhancing its market value management and implementing cost reduction and efficiency improvement strategies [4] - The company aims to expand financing channels to ensure the smooth repayment of convertible bonds upon maturity [4] Group 3: Profitability Improvement Measures - The company is focusing on developing high-value-added products to narrow the competitive gap with leading enterprises, aiming to increase selling prices and gross margins through differentiated products [4] - Strategies include reducing procurement costs, optimizing inventory management, and enhancing production efficiency through intelligent process upgrades [4] Group 4: Production Capacity and Output Considerations - The company plans to align production with industry trends and market demands, emphasizing stable operations, risk prevention, quality improvement, structural optimization, transformation promotion, and efficiency enhancement [4] Group 5: Industry Competition Resolution - Following the restructuring of the controlling shareholder, the company acknowledges overlapping market competition with Angang Group and is committed to resolving this through asset restructuring, business adjustments, and management delegation within five years [4] Group 6: Convertible Bond Price Adjustment - The company aims to protect the interests of bondholders and optimize its capital structure by adjusting the conversion price of convertible bonds, ensuring compliance with the terms outlined in the offering document [5]
本钢板材(000761) - 2025年12月18日投资者关系活动记录表