陽光能源(00757.HK)料去年虧損收窄至2.15億人幣
陽光能源(00757.HK)發盈警,預期至去年底止年度,虧損金額雖較去年同期大幅減少約40%,至約2.15億元人民幣。
年度內虧損之無法合理預期原因包含:報告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;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,故報告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之相關機器設備淨值,提列了一次性的大額減值損失;及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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