信義光能(00968.HK)稱疫情期間玻璃生產如常 難預測太陽能玻璃價格走勢
信義光能(00968.HK)行政總裁李友情在全年業績電話會議上表示,集團現有玻璃生產線在農曆新年前正常生產,新型冠狀病毒疫情期間亦持續運作,玻璃生產沒受影響。而集團新生產線及太陽能電站之建設則有受疫情影響,但有關建設在3月已開始逐步復工,集團計劃今年新增4條生產線,每條每日產能1,000噸,預計在今年6月至年底陸續投產,投產時間已更新疫情造成的影響。
他又提到,去年12月至今市場太陽能玻璃價格持續處高位,未來價格走勢取決於供求關係,若無疫情發生,集團原對今年太陽能玻璃價格看法正面,但現時則要視乎疫情對國內外的影響,希望未來情況會明朗化,暫無辦法預測今年玻璃價格及集團毛利率走勢。
另外,信義能源(03868.HK)行政總裁董貺(水崖)表示,旗下太陽能電站的營運沒有受疫情影響,而公司今年計劃由母企及第三方收購400兆瓦的電站,其中370兆瓦為平價電站,或去年不需要等待補貼的競價電站,因現金流更為穩定,未來公司亦會優先考慮收購平價或競價電站。
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