信義光能(00968.HK)上半年純利升47.6%至14.06億港元 中期息8.5港仙
格隆匯 8 月 3日丨信義光能(00968.HK)公佈，截至2020年6月30日止中期，公司實現收益46.23億港元，同比增長15.7%；公司權益持有人應占溢利14.06億港元，同比增長47.6%；每股盈利17.39港仙，擬派每股中期股息8.5港仙。
於2020年上半年，集團的收益主要來自兩個核心業務分部，即：(i)銷售及製造太陽能玻璃；及(ii)太陽能發電場業務。儘管COVID-19爆發帶來不明朗因素及挑戰，但該兩核心業務於該期間內繼續維持收益增長。
太陽能玻璃業務方面，集團於2020年上半年錄得銷售收益34.88億港元，按年增長19.3%。該增長主要由於薄片玻璃產品銷量增加及平均售價按年上升所致，惟部分被人民幣及馬來西亞令吉兑港元貶值所抵銷。
在海外市場需求的支持下，於2020年第一季度，太陽能玻璃價格在中國COVID-19爆發期間保持穩定，並維持在與2019年第四季度相若的高位。價格其後於四月因疫情於其他國家蔓延而下跌。隨着中國光伏裝機量平穩回升，跌勢於五月中旬左右逐步停止。主流太陽能玻璃產品(3.2毫米)於2020年6月底的市價較年初下跌約17%，但2020年上半年的平均售價仍較2019年上半年高出約3至5%。
鑑於整體下游需求減少及雙層玻璃和雙面技術的利用率提高，集團迅速調整其生產線，於該期間內將更多產能轉移至生產薄片玻璃(2.5毫米╱2.0毫米)。由於雙層玻璃及雙面太陽能組件在設計中需要兩片太陽能玻璃，其更高的市場滲透率將為太陽能玻璃創造額外需求，並減輕需求放緩的影響。受益於薄片玻璃銷售的增長，與2019年上半年相比，集團2020年上半年仍錄得銷量(按噸位計)增加9.7%。
集團於中國國內市場及海外市場分別錄得13.5%及37.4%按年收益增長。於2020年上半年，海外銷售佔集團太陽能玻璃銷售總額的27.9%(2019年上半年：24.2%)。
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