信义光能(00968.HK):供需紧张对太阳能玻璃价格有正面影响
信义光能(00968.HK)行政总裁李友情在中期业绩电话会议上表示,新型肺炎疫情在今年上半年未对集团太阳能玻璃生产造成重大影响,原片玻璃生产在疫情期间并无中断。受惠於薄片玻璃销量增加,及产品均价上升等因素推动,集团上半年收入、纯利及毛利率均有增长。
他指,现时太阳能玻璃价格较年初已上升近20%,预期下半年中国光伏装机量将有强劲反弹,海外生产及需求亦已逐渐回复到疫情前水平,稍後或有补回滞後安装的市场需求,在供应及需求都较为紧张的情况下,预期对玻璃价格会有正面影响。
李友情提到,集团持续扩大太阳能玻璃产能以迎接未来增长及扩大市场占有率,广西首条日熔量1,000吨的新生产线已於今年6月底开始试运行,第二条新生产线亦预期将於8月开始运作。另外,集团也正於安徽兴建4条新生产线,计划於明年每季开始运营一条新线。他估计,今年集团资本开支约33亿元,主要用於兴建新玻璃生产线,以及光伏电场装机并网。
另外,信义能源(03868.HK)行政总裁董贶(水崖)表示,旗下太阳能电站的营运没有受疫情影响,而公司今年计划由母企及第三方收购400兆瓦的电站,其中计划在第三季尾前完成由信义光能收购总核准容量230兆瓦的光伏电站项目,并计划於今年底前从第三方收购一个170兆瓦的平价上网光伏电站项目。因现金流更为稳定,他称未来亦会优先考虑收购平价或竞价电站。
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