天工國際(00826.HK)澄清：有關陳述╱評論為毫無根據且嚴重誤導
格隆匯2月17日丨天工國際(00826.HK)發佈澄清公吿，有關一間名為Emerson Analytics Co., Ltd的金融研究公司於2022年2月15日發出的報吿。董事會強烈否認該報吿針對公司作出的不公平負面陳述╱評論，並認為有關陳述╱評論為毫無根據且嚴重誤導。董事會建議公司股東及潛在投資者於使用該報吿所載資料時務請審慎行事。具體而言，該報吿的陳述指控公司在年報誇大其產量及模具鋼利潤率，且公司聲稱在全國模具鋼出口量裏中佔有絕大部分份額，例如：
1.誇大模具鋼產量。“我們的調查顯示，該公司一直誇大其模具鋼產量，2020年的實際產量為約10萬噸，而非所呈報的18.17萬噸。”該報吿對公司產量的分析主要來自兩個方面，即一間附屬公司天工愛和特鋼有限公司向中國特鋼企業協會呈報的8.4萬噸產量，及其所消耗的主要原材料作出的估計。
該報吿聲稱：“模具鋼及高速鋼的生產分別由天工愛和特鋼有限公司及江蘇天工工具新材料股份有限公司負責。”該陳述根本是錯誤陳述。天工愛和及江蘇天工工具新材料股份有限公司均擁有冶煉生產設施，根據市場需求靈活分配模具鋼及高速鋼的生產。該報吿全然無視天工工具新材料。
2.誇大的模具鋼毛利。“我們估計該公司將其模具鋼毛利誇大了2.6倍，在其他條件相同的情況下，2020年的實際EBIT僅為呈報數額的33%。”雖然EBIT並非經審核數據，但可以從其他經審核財務數據中推算出來。因此，公司對有關指控感到遺憾。管理層謹此強調，成本控制是集團的關鍵重點之一。
3.誇大模具鋼出口量。“於2019年，該公司宣稱的模具鋼出口量甚至超過國家總量！”公司並無作出如此宣稱。公司年報所列出口數字，是以集團的發票及出口備案為依據。此外，公司注意到，該報吿對2020年全國出口數字(以及推算的2019年數字)的分析，乃是在mysteel.com刊發文章的一名作者對其追蹤的10多家出口商的出口數字進行的彙總，而非全國數字。對於該等彙總的準確性及該報吿對集團佔全國出口份額的推斷，公司不予置評。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
