《盈利預喜》保利協鑫(03800.HK)料去年扭虧 轉賺50億人幣
保利協鑫能源(03800.HK)公佈,預期去年錄得公司擁有人應佔淨利潤約50億元人民幣(下同),而2020年同期錄得淨虧損約57億元。
公司指出,期內扭虧爲盈主要受惠於去年集團顆粒硅產出佔集團硅料總產量的約18%(不包含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54億元,而2020年度同期該分部的虧損約49億元。
此外,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12億元減少逾50%,主要由於2020年度錄得的光伏電站及若幹應收款項一次性減值虧損減少,及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。
此外,公司於去年建成3萬噸顆粒硅產能,其中2萬噸已於公告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。
集團2021年度的經審計綜合年度業績預計將於2022年3月底前公佈。
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