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信义玻璃(00868.HK)料下半年浮法玻璃供求旺盛 全年价格料按年持平
阿思达克 08-04 13:06
信义玻璃(00868.HK)行政总裁董清世在中期业绩电话会议上表示,今年上半年因新型肺炎疫情影响需求,浮法玻璃价格於首季出现断崖式下跌,但随着中国在疫情後迅速复工,浮法玻璃价格在5月及6月出现谷底反弹,整个上半年计价格下跌约5%至6%。

他指,房地产建筑等复工带动刚性需求,对今年下半年浮法玻璃的前景感乐观,料供求会旺盛,全年计价格估计会回升至与去年相约水平,并会相应刺激建筑玻璃需求。

汽车玻璃方面,执行董事李圣根称受惠於持续开发新产品及玻璃型号齐全,以汽车玻璃为主的北美市场上半年收入增长7.3%。虽然仍有25%的加徵关税,但对集团影响不大,而现时市场需求进入疫情常态化阶段,订单已见回升,集团会因应订单需求扩展产能。

董清世又提到,为有效控制主要原材料成本及质量,集团计划进军砂矿及天然气等上游市场,其中位於广西北海的首座矽砂矿场将於年底前开始营运,料今年可为集团内部供应10%的砂料,明年可进一步提升至40%-50%。而砂料估计占浮法玻璃生产成本约3%-5%,天然气燃料成本则约占30%-40%,不过目前天然气相关发展暂未有实际进展。

另外,首席财务官刘锡源指集团今年上半年资本支出约14亿元,全年料为25亿元,将用於扩展新生产线等开支。而集团负债比率虽然稍为上升至约30%,但仍为多年低位,财务情况健康。未来负债比率会视乎扩产等计划相应浮动,并无特定比率目标。

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