中集安瑞科(03899.HK)年度純利達5.8億元及派息0.14港元 重點探索氫能業務
格隆匯 3 月 23日丨中集安瑞科(03899.HK)公佈年度業績,截至2020年12月31日止年度,公司收益為人民幣122.90億元,股權持有人應占溢利為人民幣5.80億元;基本每股盈利為人民幣0.293元,擬派末期息每股0.14港元。
2020年,清潔能源分部的收益上升2.7%錄得人民幣70.02億元,主要由儲存設備及終端應用設備的需求增加所帶動。其中,LNG車載燃料罐,LNG船用燃料罐等終端應用設備是2020年銷售收入增長的主要貢獻產品。該分部仍為集團最高收益的分部,佔集團整體收益57.0%(2019年:49.6%)。
化工環境分部收益下降40.1%錄得人民幣20.27億元。受疫情蔓延等因素影響,全球經濟復甦放緩,影響全球貿易常態運轉,全球化工行業景氣度回落。疊加過往幾年罐式集裝箱全球銷量的高速增長,對該板塊2020年業績增長造成了一定壓力。近期可見,國際海運集裝箱市場運力大幅短缺,"一箱難求",預期罐箱整體市場復甦已在拐角。總體而言公司仍看好罐式集裝箱行業的長期增長的前景。該分部佔集團整體收益16.5%(2019年:24.6%)。
液態食品分部的收益於年內輕微下降11.3%至人民幣27.28億元(2019年:人民幣30.77億元),因為疫情影響下,全球液態食品基礎建設施工有短暫的延期,但其中白酒、乳製品、調味品等液態食品細分市場仍然保持較高的市場活躍度,年內相關基建投資十分平穩,為保障液態食品分部增長支撐。該分部佔集團整體收益22.2%(2019年:22.4%)。
響應國家"碳中和"規劃,氫能業務也成為公司重點探索的另一清潔能源領域。2020年,公司掛牌成立"河北石家莊氫能裝備製造產業示範基地",並中標國家能源集團加氫站設備採購項目。公司還與寶武清能達成了重要戰略伙伴關係,融入長三角氫能生態圈,在多個項目上取得重要突破。
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