中电(00002.HK):海外重点放於澳洲及印度等已发展市场
中电控股(00002.HK)首席执行官蓝凌志在中期业绩网上简布会表示,除本港业务外,集团亦会将焦点放於中国内地及已发展的海外市场,包括澳洲、印度及越南等地。其中印度业务在引入CDPQ作为合作夥伴後,增强了集团在当地的财务资源及发展能力,认为印度有良好增长机遇,集团亦正留意收购合并机会,未来会重点在当地发展再生能源及输电等业务。至於东南亚市场会将焦点放於越南,但计划不再发展当地燃煤业务,期望退出相关项目。
他又称,由於澳洲业务的远期能源价格下降,EnergyAustralia持有的能源合约於上半年录得正面公平价值变动。而集团在澳洲已投资二十年,期间亦经历起跌及挑战,长远而言仍支持当地能源转型,虽然EnergyAustralia数年前考虑上市,但集团近期无计划就业务进行结构性改变。
派息方面,蓝凌志称现时谈及明年派息情况是过早,但集团策略是希望在有足够财政资源下,可提供稳健上升的派息,即使环境具挑战性及不稳定,不过派息仍需由董事会决定。
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