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中國航天萬源(01185.HK):風機生產業務擬備訂單面臨承接後難以履約的風險
格隆匯 03-27 19:29

格隆匯3月27日丨中國航天萬源(01185.HK)公佈,根據此前盈利預警,因風機行業的市場前景仍具重重挑戰且行業參與者之間競爭日益激烈,集團預期於截至2019年12月31日止年度錄得重大股東應占綜合虧損。

董事會提供有關公司風力發電相關產品業務中主要的風機生產業務的部分情況更新,尤其是:

1)風機生產業務擬備訂單面臨承接後難以履約的風險,原因是:(a)由於受到(其中包括)近期新冠病毒疫情爆發的影響,公司為上述訂單擬備的風電設備的部分關鍵配套設備供應商發貨進度難以滿足年底前項目併網的進度需求;及(b)公司風機產品生產業務目前並無活躍的計劃項目,而公司以來單定製模式實施生產;

2)風電行業電價財政補貼機制預計將自2020年年底實現退出,此後所有尚未併網的風力發電廠將無法再獲得政策補貼,因而本集團風力設備生產需求預計將受到嚴重影響;及

3)公司某型風機產品存在尚未解決的關鍵部件質量技術缺陷,導致公司獲取風機產品業務訂單的難度日漸增加,且需投入財務資源予以解決。

於公司業務營運及財務狀況存在上述困難的背景下,截至公告之日,公司數家附屬公司共涉及16起與業務相對方有關合同付款糾紛的未審結訴訟和仲裁,涉及申索金額合共約人民幣3.41億元。此外,另涉及5起已審結但尚未執行的有關合同付款糾紛的仲裁,涉及裁決應付金額合共約人民幣5303萬元。倘前述全部或部分訴訟和仲裁的裁定結果不利於本集團及╱或尚未執行的針對集團的裁決被執行,則集團的業務營運及財務狀況,包括營運資金情況,將可能受到重大不利影響。

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