信義光能(00968.HK)料今年太陽能玻璃價格仍處理想水平 對前景樂觀
信義光能(00968.HK)行政總裁李友情在全年業績電話會議上表示,由於嚴重供不應求,去年太陽能玻璃價格大幅上升,在產品組合優化、售價提升及成本降低下,集團去年全年玻璃業務毛利率按年增長16.9個百分點至49%,單計下半年毛利率更達54.5%。
他指,去年太陽能玻璃價格屬於偏高水平,今年價格走向雖然難以預測,但料仍會處理想水平。他又認為,行業玻璃價格及毛利在很高水平,未來有所回落亦屬正常,而集團追求長遠盈利能力,因此並不用擔心未來發展,對今年前景感樂觀。
李友情提到,集團在安徽蕪湖及江蘇張家港的新生產線將陸續建設及投產,共20條新線料每日熔量可達2萬噸。至於會否發展儲能等其他太陽能業務,他稱集團太陽能電場開發業務會用到儲能,但未見會進入生產階段,而其他範圍會進行研究,惟未有具體發展計劃。
另外,信義能源(03868.HK)行政總裁董貺(水崖)表示,去年長江流域及華南地區暴雨導致旗下太陽能電場利用小時數減少,影響原有項目的發電量,令集團去年收入增幅略低於預期,相信有關影響消退後,今年業務表現會回復正常。
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