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陽光能源(00757.HK):預計年度淨虧大幅減少40%至2.15億元
格隆匯 03-17 17:16

格隆匯 3 月 17日丨陽光能源(00757.HK)發佈公吿,預期集團截至2020年12月31日止年度,對外總出貨量雖然由上年度的4,134兆瓦增加為2020年的6,811兆瓦,收益則由約人民幣44.26億元增加為人民幣60.52億元,分別大幅成長約65%與37%,而公司該報吿年度的權益持有人所佔的虧損金額雖較去年同期大幅減少約40%而降低至約人民幣2.15億元,但未能轉虧為盈,系因相關無法合理預期的原因所導致。

公吿表示,造成報吿年度內虧損的無法合理預期原因包含:(1)報吿年度內國內水災以及工廠爆炸所引發的多家原材料多晶硅供應商停工檢修,造成多晶硅供應緊張,多晶硅價格不斷飆高,且多個主要輔助材料亦受到新冠疫情影響而供給受阻,故原輔材料採購成本皆超乎預期的大幅提高,毛利率成長顯著受到壓縮;(2)因原光伏電池生產線並無經濟規模優勢且較為老舊,為了集中資源發展單晶硅棒╱硅片與組件等利基產品,故報吿年度內調整營運策略,不再繼續生產電池,而將原老舊電池產線的相關機器設備淨值,提列了一次性的大額減值損失;及(3)新冠疫情的影響所造成銷售費用(如:運費)大幅增加,超乎了預期。

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