光大绿色环保(01257.HK)指次季业务强劲复苏 计划下半年发行资产支持票据
光大绿色环保(01257.HK)行政总裁钱晓东在中期业绩电话会议上表示,受疫情影响,今年首季部分生物质及危固废运营项目停工减产,在建项目工程进度亦普遍延後,导致危废市场受到较大冲击,而风电上网受限,环境修复业务也受到影响。
他指,集团积极推进复工,业务在第二季有强劲复苏,目前而言生物质业务已全面恢复。危废业务因上游企业没有完全复工,业务仍受到影响,但情况已有改善。至於环境修复业务现时表现已与去年同期相若。
钱晓东提到,因应疫情造成的影响,集团主动调整了上半年的资本开支,未来期望透过加大轻资产比重,提升业务增长和利润表现,并探讨以国补为基础资产的资产支持票据(ABN)业务,利用相关非现金资产改善资产负债结构。
财务总监卢锦勳预期,集团将於下半年在内地首次发行资产支持票据,且会继续研究多元化融资模式。而集团上半年资本开支方面约20亿元,下半年估计为20亿至23亿元,全年计开支水平料与去年持平。
另外,钱晓东称山东危癈市场近年产能增加,影响处置价格,但同时亦正淘汰落後产能,认为目前是行业整合的好时机,会留意相关市场机会。
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