光大水務(01857.HK)對今年市場環境樂觀 料未來數年毛利率維持目前水平
光大水務(01857.HK)總裁安雪松在全年業績電話會議上表示,去年受到疫情影響,內地各地方政府少推傳統水處理項目,以致公司新增水務項目亦較少,全年共獲九個項目。他稱公司正就今年市場項目推出情況作預判,現時未有明確的新增項目目標,雖然對今年市場環境樂觀,但相信供水、水處理等傳統項目不會大量推出。
不過,他認為因生態環境監管要求提高,行業存量項目存在大量併購整合的機會,集團亦會拓展智能化、中水處理及再生水等新興市場,預期集團今年資本開支約28億至30億元,與去年大致持平,且未特別包括併購方面的開支。
另外,首席財務官羅俊嶺提到,集團去年毛利率達39%,按年增長五個百分點,主要是受惠於增值稅下降及成本控制,令運營業務毛利率提高。而毛利較低的建造業務比例下降,亦帶動整體毛利率向好,預期集團未來數年毛利率可基本維持目前水平。(ek/u)
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