旭阳集团(01907.HK)料焦炭价格长远稳中有升对业务前景乐观
中国旭阳集团(01907.HK)董事长兼行政总裁杨雪岗在传媒午宴上表示,目前会用三种方式来与其他公司达成合作,包括是营销一体化、运营托管及收购少数股权来进行,以达成长期的合作关系,目的只为控制该些公司的管理权而非控股权。他认为利用这种轻资产的模式能让公司有效抗周期。
他透露,公司已达成一个山东的运营管理项目,初步估计会增加不少於2亿元人民币利润,并会在下半年看到贡献。下半年在投资并购方面的资本开支预料约20亿元人民币,主要是来自自有资金及早前上市募集的资金。
公司上半年销售收入仅按年增长0.3%。集团副总裁韩勤亮指,这是因为销售价格有所下跌所致,但这对利润表现没有太大影响,因为价格下跌的同时,原料的价格亦在下降。
他预期,长远焦炭及甲醇的价格都是从2016年开始上涨,现时价格虽有波动,但仍维持在较高的水平,预期未来会处於稳中有升的走势。
被问及宏观经济下行对公司业务影响时,他回应指公司的业务以国内市场为主,出口量很少,而国内经济放缓已不是第一年发生,乐见房地产的规模仍大,而且基建项目仍持续发展,因此还感到乐观。
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