隆基泰和智慧能源(01281.HK)预计中期股东应占溢利大幅下降80%
格隆汇7月12日丨隆基泰和智慧能源(01281.HK)公布,公司预期于2019年6月30日止6个月收益同比下降约85%,归属于公司拥有人溢利同比下降约80%。收益及溢利的预期下降乃主要由于:2018年5月31日国家对光伏电站宏观调控政策对光伏行业的影响一直持续。
于2019年4月底及2019年5月底,国家发展和改革委员会及国家能源局分别陆续出台了户用光伏的补贴标准(2019年度人民币0.18元╱每千瓦时,而2018年度531政策之前:人民币0.37元╱每千瓦时)及补贴额度(2019年补贴总额度为人民币7.5亿元,折合350万千瓦,从2019年7月1日开始执行,而2018年度531政策之前:无补贴额度限制)。
新政策消除了531政策后光伏发电行业政策的不确定性,但市场信心的恢复及行业反应需要时间。鉴于新政策才刚刚发布,该集团的户用系统业务从531政策以来一直在重整过程中,导致该集团户用系统业务的收益及溢利大幅下降。
后续,该集团将视户用光伏补贴额度的指标情况及市场情况积极寻求发展户用系统业务;同时,积极探索在增量配电网、热、合同能源管理、节能技术改造等领域进行多元化的投资和布局,以扩大该集团的收入和利润来源。
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