信義光能(00968.HK)2021年度純利升8.0%至49.24億港元 末期息10港仙
格隆匯2月28日丨信義光能(00968.HK)公佈,截至2021年12月31日止年度,公司收益為160.647億港元,同比增長30.4%;公司權益持有人應占溢利為49.243億港元,同比增長8.0%;基本每股盈利為55.65港仙,擬派每股末期股息10.0港仙。
2021年對太陽能行業而言充滿挑戰。產業鏈被燃料及材料成本上升所打亂,加上供應鏈問題,抑制了下游的裝機需求增長勢頭。儘管面臨種種挑戰,集團通過擴大產能、豐富產品組合及加強成本控制措施,繼續加強其行業領先地位。年內,四條日熔量各為1,000噸的新太陽能玻璃生產線已投入運作。薄片玻璃及大尺寸玻璃的銷售比例亦有所增加。所有努力致使集團於年內持續取得收益及溢利增長。
截至2021年12月31日止年度,太陽能玻璃銷售收益按年顯著增加30.3%至130.194億港元。該增加主要由於銷量增加、更多薄片玻璃銷售及人民幣及馬來西亞令吉兑港元升值,完全抵消了平均售價下降的影響。產能提升及新產品(薄片玻璃及大尺寸玻璃)銷售增加貢獻集團2021年的高銷售增長。受不斷增長的國內外市場需求所帶動,集團2021年的太陽能玻璃總銷量(按噸計)按年增長30.9%。
多晶硅及其他組件的成本上漲推動了組件價格上升,抑制了下游需求的增長勢頭。再者,組件成本上漲再加上太陽能玻璃行業的新增供應量釋放,導致年內第二季度太陽能玻璃價格大幅下跌。因此,除第一季度外,太陽能玻璃價格於2021年大部分時間均相對低於去年同期。主流太陽能玻璃產品(3.2毫米)於2021年年末的價格較年初低約39.3%,年均價格比去年低10.5%。
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