阳光能源(00757.HK)料去年亏损收窄至2.15亿人币
阳光能源(00757.HK)发盈警,预期至去年底止年度,亏损金额虽较去年同期大幅减少约40%,至约2.15亿元人民币。
年度内亏损之无法合理预期原因包含:报告年度内国内水灾以及工厂爆炸所引发的多家原材料多晶硅供应商停工检修,造成多晶硅供应紧张,多晶硅价格不断飙高,且多个主要辅助材料亦受到新冠疫情影响而供给受阻,故原辅材料采购成本皆超乎预期的大幅提高,毛利率成长显着受到压缩;因原光伏电池生产线并无经济规模优势且较为老旧,为了集中资源发展单晶硅棒╱硅片与组件等利基产品,故报告年度内调整营运策略,不再继续生产电池,而将原老旧电池产线之相关机器设备净值,提列了一次性的大额减值损失;及新冠疫情的影响所造成销售费用(如:运费)大幅增加,超乎了预期。
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