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金馬能源(06885.HK)料下半年溢利不少於2.27億人幣
阿思達克 12-24 09:35
金馬能源(06885.HK)公布,就支持由中國政府部門頒佈的最新環保措施及中國政府部門根據淘汰計劃作出的指示,並計及集團所採取拓展計劃的進度,集團已啟動金馬4.3米焦爐的淘汰,但於任何情況下,董事會認為,該金馬4.3米焦爐的淘汰將不會對集團截至2020年12月31日止年度的表現造成任何重大負面影響。

另外,公司指,預期下半年溢利不少於2.27億元人民幣,主因集團的焦炭平均售價自2020年5月已復蘇,並於2020年下半年達致目前的高水平,而焦煤為生產焦炭的主要原材料)的採購價在同期維持穩定,故集團的焦炭平均售價;及其焦煤平均採購價之間的平均價差較2020年首五個月增加超過25%。

截至2021年12月31日止年度,隨著金馬4.3米焦爐的停運,集團的焦炭總產量將減少,可能從而對集團業務及營運構成重大負面影響,但是最終的實際影響程度,將取決於因應預期淘汰計劃而制定的拓展計劃的推進時間及步伐和其與集團原有生產設施的對接情況,以及焦炭的現行市場價格,因為河南省的整體焦炭產能亦將因淘汰計劃的執行而大幅減少,預期此將會對焦炭供應持續構成壓力,並導致2021年全年焦炭的現行市場價格維持在高水平。

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