保利協鑫能源(03800.HK)盈喜:預計年度淨利達50億元
格隆匯1月24日丨保利協鑫能源(03800.HK)發佈公吿,截至2021年12月31日止年度集團預計將錄得公司擁有人應占淨利潤約人民幣50億元,而比較2020年同期錄得公司擁有人應占淨虧損約為人民幣57億元。
公吿表示,公司擁有人應占淨利潤增長主要受益於:(i)2021年度,光伏材料業務分部方面,雖遭遇原材料價格、能源成本大幅波動,生產性能源階段性短缺等不利因素,但在全球能源清潔化背景下,光伏行業需求持續大幅增長,光伏材料價量齊升,並將維持持續景氣。2021年度內,集團顆粒硅產出佔集團硅料總產量的約18%(不包含集團的聯營公司的硅料產量),顆粒硅利潤優勢已初步顯現,在原材料工業硅及硅料價格大幅上漲的情況下,顆粒硅毛利率高於棒狀硅毛利率約15個百分點以上。集團預計在2021年度該分部將錄得利潤約人民幣54億元,而2020年度同期該分部的虧損約人民幣49億元;及(ii)集團的其他非光伏材料業務分部預計2021年度錄得總虧損將較2020年度同期的總虧損約人民幣12億元減少逾50%。總虧損減少主要由於(a)2020年度錄得的光伏電站及若干應收款項一次性減值虧損減少及(b)償債後融資成本減少所致。然而,總虧損減少因光伏電站規模縮減而部分被抵銷。
集團顆粒硅業務方面,2021年,集團已建成3萬噸顆粒硅產能,其中2萬噸已於公吿報出日前實現滿負荷生產,剩餘產能預計2022年2月可全部達產。顆粒硅投運項目成本、品質標準均已達到或超出預計水平。
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