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信義光能(00968.HK):供需緊張對太陽能玻璃價格有正面影響
阿思達克 08-03 18:16
信義光能(00968.HK)行政總裁李友情在中期業績電話會議上表示,新型肺炎疫情在今年上半年未對集團太陽能玻璃生產造成重大影響,原片玻璃生產在疫情期間並無中斷。受惠於薄片玻璃銷量增加,及產品均價上升等因素推動,集團上半年收入、純利及毛利率均有增長。

他指,現時太陽能玻璃價格較年初已上升近20%,預期下半年中國光伏裝機量將有強勁反彈,海外生產及需求亦已逐漸回復到疫情前水平,稍後或有補回滯後安裝的市場需求,在供應及需求都較為緊張的情況下,預期對玻璃價格會有正面影響。

李友情提到,集團持續擴大太陽能玻璃產能以迎接未來增長及擴大市場佔有率,廣西首條日熔量1,000噸的新生產線已於今年6月底開始試運行,第二條新生產線亦預期將於8月開始運作。另外,集團也正於安徽興建4條新生產線,計劃於明年每季開始運營一條新線。他估計,今年集團資本開支約33億元,主要用於興建新玻璃生產線,以及光伏電場裝機併網。

另外,信義能源(03868.HK)行政總裁董貺(水崖)表示,旗下太陽能電站的營運沒有受疫情影響,而公司今年計劃由母企及第三方收購400兆瓦的電站,其中計劃在第三季尾前完成由信義光能收購總核准容量230兆瓦的光伏電站項目,並計劃於今年底前從第三方收購一個170兆瓦的平價上網光伏電站項目。因現金流更為穩定,他稱未來亦會優先考慮收購平價或競價電站。

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