中國旭陽集團(01907.HK)料中期淨利同比減少最多60%
格隆匯 8 月 10日丨中國旭陽集團(01907.HK)公告,基於初步審閲集團截至2020年6月30日止6個月未經審核合併管理賬目及董事會目前可獲得的其他資料,集團預期期內淨利潤對比2019年同期的將減少最多60%。
集團期內淨利潤減少乃歸因多方面的影響,其中最主要的是因為焦炭產品價格曾於2020年2–4月份下跌,從而導致其價差收窄。截止公告日期,集團焦炭價格已回覆至約每噸人民幣1800元(不含税),我們相信2020年下半年焦炭價格將維持穩定。
另外,精細化工產品(主要是苯和己內醯胺)的價格受國際原油價格下跌的影響,再加上2019新型冠狀病毒流行對不同行業造成一定的打擊,影響集團精細化工產品需求。最後,集團的固定資產(主要是二甲醚生產裝置)於期內錄得約人民幣0.5億元的減值撥備。
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