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信义光能(00968.HK)料今年太阳能玻璃价格仍处理想水平 对前景乐观
阿思达克 03-01 18:26
信义光能(00968.HK)行政总裁李友情在全年业绩电话会议上表示,由於严重供不应求,去年太阳能玻璃价格大幅上升,在产品组合优化、售价提升及成本降低下,集团去年全年玻璃业务毛利率按年增长16.9个百分点至49%,单计下半年毛利率更达54.5%。

他指,去年太阳能玻璃价格属於偏高水平,今年价格走向虽然难以预测,但料仍会处理想水平。他又认为,行业玻璃价格及毛利在很高水平,未来有所回落亦属正常,而集团追求长远盈利能力,因此并不用担心未来发展,对今年前景感乐观。

李友情提到,集团在安徽芜湖及江苏张家港的新生产线将陆续建设及投产,共20条新线料每日熔量可达2万吨。至於会否发展储能等其他太阳能业务,他称集团太阳能电场开发业务会用到储能,但未见会进入生产阶段,而其他范围会进行研究,惟未有具体发展计划。

另外,信义能源(03868.HK)行政总裁董贶(水崖)表示,去年长江流域及华南地区暴雨导致旗下太阳能电场利用小时数减少,影响原有项目的发电量,令集团去年收入增幅略低於预期,相信有关影响消退後,今年业务表现会回复正常。

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