中電(00002.HK):海外重點放於澳洲及印度等已發展市場
中電控股(00002.HK)首席執行官藍凌志在中期業績網上簡布會表示,除本港業務外,集團亦會將焦點放於中國內地及已發展的海外市場,包括澳洲、印度及越南等地。其中印度業務在引入CDPQ作為合作夥伴後,增強了集團在當地的財務資源及發展能力,認為印度有良好增長機遇,集團亦正留意收購合併機會,未來會重點在當地發展再生能源及輸電等業務。至於東南亞市場會將焦點放於越南,但計劃不再發展當地燃煤業務,期望退出相關項目。
他又稱,由於澳洲業務的遠期能源價格下降,EnergyAustralia持有的能源合約於上半年錄得正面公平價值變動。而集團在澳洲已投資二十年,期間亦經歷起跌及挑戰,長遠而言仍支持當地能源轉型,雖然EnergyAustralia數年前考慮上市,但集團近期無計劃就業務進行結構性改變。
派息方面,藍凌志稱現時談及明年派息情況是過早,但集團策略是希望在有足夠財政資源下,可提供穩健上升的派息,即使環境具挑戰性及不穩定,不過派息仍需由董事會決定。
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