崑崙能源(00135.HK)上半年實現淨利204.61億元 同比增長765.89%
格隆匯8月24日丨崑崙能源(00135.HK)公佈中期業績，截至2021年6月30日止6個月，公司持續經營業務收入為人民幣647.39億元，同比增長38.59%；公司股東應占溢利為人民幣204.61億元，同比增長765.89%；基本每股盈利為人民幣為人民幣236.30分。
收益增加由於國內疫情管控得當，經濟全面復甦，在天然氣增量需求的帶動下，天然氣銷量快速增長，使天然氣銷售板塊收入增加。
天然氣銷售
集團秉持競合共贏發展理念，充分發揮產業鏈一體化優勢和良好的品牌效應，聚力市場開發、擴銷增效、推動存量項目挖潛、增量項目拓邊，天然氣終端業務實現量效齊增。實現天然氣銷量210.46億立方米，同比增加30.95%，其中，零售氣量120.42億立方米，同比增加20.20%。新增用户39.70萬户，同比增加37.47%，其中居民用户38.92萬户，工商業用户0.78萬户；累計用户達1,275.5萬户。收購、新設、增資擴股控股項目15個，參股項目1個，集團燃氣項目達到232個。河北、江蘇和山東區域終端銷量超過20億立方米，湖北、浙江和天津等9個區域零售氣量同比增幅超過50%。
上半年，實現收入人民幣502.73億元，同比增長36.91%；除所得税前溢利人民幣28.59億元，同比增長29.90%。
LPG銷售
集團大力拓展資源渠道，持續優化市場區域和用户結構，加快推進市場網絡建設，濟南、南寧、瀋陽等整裝項目開發取得成效，終端零售比例和創效能力穩步提升，LPG業務實現量效齊增。
上半年，實現LPG銷量301.59萬噸，同比增加28.17%；實現收入人民幣108.61億元，同比增長55.82%；除所得税前溢利人民幣3.40億元，同比增長83.78%。
LNG加工與儲運
上半年，集團LNG接收站生產運行安全平穩，運營負荷和經營效益符合預期，京唐LNG接收站擴建工程建成投產，江蘇LNG接收站擴建工程基本完工，接收站儲存、氣化外輸保供能力顯著提高。優化LNG工廠運營模式，積極佈局水上交通加註項目，持續優化LNG產業鏈、提升整體價值鏈。
上半年，京唐和江蘇LNG接收站共實現LNG氣化裝車量75.23億立方米，同比增加28.23%；兩座LNG接收站平均負荷率同比增加18.6個百分點。15座持續運行工廠平均生產負荷率44.0%，同比持平；上半年實現自產自銷5.62億立方米，實現委託加工量6.08億立方米，合計11.70億立方米；委託加工量同比增加1.0億立方米，自產自銷量同比減少0.96億立方米。
上半年，LNG加工與儲運實現收入人民幣44.62億元，同比增長18.01%；除所得税前溢利人民幣14.79億元，同比增長52.32%。
勘探與生產
上半年，國際油價震盪攀升，集團平均實現原油銷售價格從去年40.31美元╱桶上升至51.65美元╱桶，原油銷售609萬桶，較去年同期減少0.65%。原油銷售收入人民幣8.69億元，同比增長44.83%；除所得税前溢利人民幣2.43億元，同比增長238.86%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
