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神州高鐵(000008.SZ)決定投建運營三洋鐵路河南三門峽至安徽宿州項目
格隆匯 12-06 20:53

格隆匯12月6日丨神州高鐵(000008.SZ)公佈,為了推動公司整線運營維保並升級為運營服務企業的戰略落地,長期運營維護里程長、運量大、盈利強的貨運鐵路,公司決定投資建設運營三洋鐵路河南三門峽至安徽宿州項目。

三洋鐵路全長1100公里,是國家鐵路網規劃中填補中原地區東西橫向貨運通路空白的幹線鐵路通道。本項目與國家開發投資集團有限公司(“國投集團”)投資的蒙華鐵路接駁,年運輸需求達到1.6億噸,堪比朔黃鐵路等高盈利大型貨運鐵路。本項目已經國家發改委和河南省發改委批覆,並已開工建設,擁有獨立永久運營權和自主定價權。

公司將向三洋鐵路項目公司即河南禹亳鐵路發展有限公司(“禹毫鐵路公司”或“項目公司”)增資16億元(2021年底前分三次出資),獲得項目公司13.25%股權,成為項目公司第一大股東。

投資完成後神州高鐵及子公司將承攬本項目的整線運營維保傳統技術裝備和智能裝備供應、智慧平台、工程服務、諮詢服務、教育培訓、租賃等業務,包括:

(1)本項目剩餘工程預計三年建設完成,三年內神州高鐵預計可獲取傳統技術裝備、智能裝備、運營維保等業務合計不低於42億元,平均每年可獲取14億元

(2)本項目為永久運營線路,項目全線開通運營後,神州高鐵預計平均每年可獲取運營維保等收入約18億元將對神州高鐵長期可持續業績增長形成有力支撐。

(3)此外,根據測算,本項目年運輸收入可達到50億元至65億元,盈利前景廣闊。作為項目公司股東,神州高鐵將按照股權比例可獲取平均每年約1.5億元的收益。

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