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中集安瑞科(03899.HK)年度纯利达5.8亿元及派息0.14港元 重点探索氢能业务
格隆汇 03-23 22:56

格隆汇 3 月 23日丨中集安瑞科(03899.HK)公布年度业绩,截至2020年12月31日止年度,公司收益为人民币122.90亿元,股权持有人应占溢利为人民币5.80亿元;基本每股盈利为人民币0.293元,拟派末期息每股0.14港元。

2020年,清洁能源分部的收益上升2.7%录得人民币70.02亿元,主要由储存设备及终端应用设备的需求增加所带动。其中,LNG车载燃料罐,LNG船用燃料罐等终端应用设备是2020年销售收入增长的主要贡献产品。该分部仍为集团最高收益的分部,占集团整体收益57.0%(2019年:49.6%)。

化工环境分部收益下降40.1%录得人民币20.27亿元。受疫情蔓延等因素影响,全球经济复苏放缓,影响全球贸易常态运转,全球化工行业景气度回落。叠加过往几年罐式集装箱全球销量的高速增长,对该板块2020年业绩增长造成了一定压力。近期可见,国际海运集装箱市场运力大幅短缺,"一箱难求",预期罐箱整体市场复苏已在拐角。总体而言公司仍看好罐式集装箱行业的长期增长的前景。该分部占集团整体收益16.5%(2019年:24.6%)。

液态食品分部的收益于年内轻微下降11.3%至人民币27.28亿元(2019年:人民币30.77亿元),因为疫情影响下,全球液态食品基础建设施工有短暂的延期,但其中白酒、乳制品、调味品等液态食品细分市场仍然保持较高的市场活跃度,年内相关基建投资十分平稳,为保障液态食品分部增长支撑。该分部占集团整体收益22.2%(2019年:22.4%)。

响应国家"碳中和"规划,氢能业务也成为公司重点探索的另一清洁能源领域。2020年,公司挂牌成立"河北石家庄氢能装备制造产业示范基地",并中标国家能源集团加氢站设备采购项目。公司还与宝武清能达成了重要战略伙伴关系,融入长三角氢能生态圈,在多个项目上取得重要突破。

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