中遠海運港口(01199.HK):有信心可以維持40%派息比率
中遠海運港口(01199.HK)主席馮波鳴表示,會致力於2025年達到多個目標,包括權益吞吐量達5,700萬箱,五年增長率達48%,或年均複合增長率為8.2%,營運單箱成本未來五年減少15%至20%,即每年平均減少3%至4%。董事總經理張達宇指,今年隨著經濟活動改善,以及國內雙循環的策略,料吞吐量需求有快速增長
他指,全球經濟增長停滯,但公司有信心在強勁的現金流下,維持具吸引力的派息。而近期疫情負面影響減緩,近兩季度吞吐量呈強勁復甦,未來將積極加強門戶港佈局,進一步強化供應鏈,在中東、非洲、東南亞和南美洲等地加強碼頭網絡佈局,料今年吞吐量會高於行業平均水平。
黃天祐指有信心可以維持40%派息比率,去年底淨負傾權益比是歷史低位,比2019年下跌3個百分點,去年因疫情影響,投資項目因審慎而降低,今年疫情改善,對前景有信心,故資本開支有上升,反映對需求信心。
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