建中建设(00589.HK)预期前11月综合收益同比下跌约21%
格隆汇 1 月 18日丨建中建设(00589.HK)公告,截至2020年11月30日止11个月,预期集团于有关期间的综合收益及除税后溢利较2019年同期分别下跌约21%及77%。集团于有关期间的未经审核除税后溢利约为人民币3450万元。
董事会认为,上述预期下跌乃主要归因于(其中包括)长期持续的COVID-19疫情对中国经济(包括建筑行业的现金流)带来的不利影响,因此导致:
(i)COVID-19疫情带来的广泛不利影响导致若干房地产开发商、项目所有人及╱或客户遭遇现金流紧张。因此,彼等推迟、延缓及╱或终止若干建设项目。
此外,集团于投标新建设项目时更为审慎,导致集团于有关期间的收益及毛利下降。
(ii)COVID-19疫情严重影响客户工程进度及现金流。为保留更多现金抵御COVID-19疫情的不利影响,房地产开发商及项目所有人推迟向集团客户付款,从而延迟向集团付款(包括对已完工项目及已完成工程付款)。
从客户收款拖延导致集团于有关期间录得更长的贸易应收款项及合约资产账龄。集团现正跟客户跟进还款事宜以及对部份客户采取合适的法律行动以保障其合法权益。尽管董事会认为相当部份贸易应收款项及合约资产可以回收,惟已根据相关会计准则于有关期间就贸易应收款项及合约资产的预期信贷亏损作出额外拨备。
董事会将继续采取保守及谨慎原则跟进此事宜。
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