雲南建投混凝土(01847.HK)預計中期除所得税前利潤同比減少約85%
格隆匯8月11日丨雲南建投混凝土(01847.HK)發佈公吿，公司預計截至2021年6月30日止六個月除所得税前利潤較截至2020年6月30日止六個月的除所得税前利潤約人民幣1.59億元減少約85%，主要原因為(1)2021年上半年，儘管集團與獨立第三方之間的業務較2020年同期有一定增長，但由於2020年內十三五規劃收官及脱貧攻堅、新冠病毒肺炎疫情復工復產等因素導致集團前期承接的易地扶貧搬遷項目（如巧家移民搬遷工程）以及多條高速公路項目（如元蔓高速、彌玉高速、大戛高速、廣那高速、香麗高速等）於2020年下半年及2021年上半年陸續完工或進入收尾階段，本期間前述項目的混凝土（尤其是高標號混凝土）需求量較2020年同期大幅減少。
及(2)集團擬於2021年上半年參與供應混凝土的高速公路項目，由於雲南省內新增發生的新冠病毒肺炎疫情、項目延遲開工及項目前期準備工作耗時等因素尚未或較晚進入建設期，本期間集團的混凝土供應量較2020年同期大幅減少。
非高速公路項目方面，集團新籤混凝土供應合同金額（截至2021年7月31日止七個月）及以往年度簽訂但尚待履行的混凝土供應合同金額（於2021年7月31日）合計約為人民幣20億元，涉及混凝土需求量合計約550萬立方米。截至2021年7月31日止七個月，與獨立第三方之間的新籤混凝土供應合同金額佔比約為53%，較2020年同期高出約33個百分點。基於業務持續跟蹤情況，集團預計將於近期簽署若干混凝土供應合同，經初步預估，合同金額合計約為人民幣6億元，涉及混凝土需求量合計約180萬立方米。
高速公路項目方面，集團將繼續參與雲南省內共計10餘條高速公路建設項目的混凝土供應，包括但不限於峨石紅高速、永金高速新平（戛灑）至元江（紅光）段、澄華高速及那興高速。前述高速公路項目預計將於2021年下半年陸續開工併產生混凝土需求，這將在一定程度上支撐集團未來的業務發展。
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