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中电(00002.HK)首季香港售电量按年下跌1.4% 派第一期中期股息每股0.63元
阿思达克 05-11 12:16
中电控股(00002.HK)公布今年首季季度简报。董事会宣布派发今年第一期中期股息每股0.63元,按年持平,此股息将於今年6月15日派发予於6月4日已登记在股东名册上的股东。

集团今年首季香港的售电量按年下跌1.4%至67.58亿度,跌幅主要反映新冠病毒疫情爆发的影响。其中,住宅售电量按年增加1.2%,占本地总售电量24%;商业售电量按年减3%,占比41%;基建及公共服务按年跌1.1%,占比30%;制造业降3.1%,占比5%。集团指,首季除了住宅客户售电量因市民留家时间增加而上升,疫情对其余各类客户的售电量均带来不利影响。

集团提到,截至3月底,「可再生能源上网电价」计划已收到超过8,400份申请,其中86%(总发电容量约为108兆瓦)已获批准或成功接驳至电网。当获批的项目全部完成,其发电量将相等於全港最大型屋苑之一黄埔花园逾一万个住宅用电量的两倍。

中国内地业务方面,受到新冠病毒疫情严重影响。尽管集团所有业务均受到不同程度的影响,但零碳能源组合的表现稳定。其中太阳能光伏项目的发电量较去年同期上升,主要由於新收购的广东省梅州电站的太阳辐照度提高等。由於风资源增强,以及中电莱州二期风场去年投入营运,风电项目的发电量亦较去年上升。然而,受到新冠病毒疫情影响,山东省风场上网电量被削减的情况增加。至於阳江核电站的上网电量低於预期,除了因为抗疫措施导致用电需求下降,另一原因是核电站於3月底出现非计划停运。

澳洲业务方面,Energy Australia旗下电厂的产电量及发电输出量低於去年同期,主要受到Mount Piper电厂停机影响,该电厂其中一台机组在3月大部分时间须进行管道维修而无法运作。集团指,澳洲业务产电量减少的影响被实现价格上升所抵销,能源业务的盈利因而录得按年增长。由於电价在去年7月实施新规管,加上竞争持续激烈,导致客户数目减少及利润收窄,使客户业务的贡献相对减少。

另外,中电印度业务亦受到新冠病毒疫情影响,但由於疫情对印度经济的冲击於今年3月底才较为显着,中电印度的首季表现并未充分反映疫情的影响。

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