特变电工：输变电、新能源、能源、新材料四大产业均面临较好发展机遇

证券之星15:33

证券之星消息，特变电工(600089)08月03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：贵司设想的多产业周期共振什么时候到来还未可知，摆在眼前的事实是多晶硅已处底部周期几年，还没见到产能出清反转信号；贵司煤炭所在矿区价格也未见改善，毛利仍处近年低位水平；新能源电站则是上网量变小，电价走低；公司的四大业务唯有输变电业务还处于稳步增长获取订单，但订单执行转化为收入的情如何？其余业务目前的市场环境完全无法支撑公司产业协同，分散风险一说，反倒是影响公司的经营表现

特变电工回复：您好，任何行业发展都有高峰和低谷，但产业发展需要战略定力。“十五五”时期，是我国新型电力系统建设、能源绿色低碳转型、能源安全保障与新材料产业快速发展的多重战略窗口期，公司“输变电、新能源、能源、新材料”四大产业均面临较好的发展机遇，公司将积极抢抓市场机遇，推动公司四大产业协同高质量、可持续发展。感谢您的关注。

本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。

相关 ETF

责任编辑：陈思雨

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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