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綠色動力環保(01330.HK):未來不再投資新秸稈焚燒發電項目
阿思達克 03-17 09:33
綠色動力環保(01330.HK)表示,由於秸稈焚燒發電項目商業模式跟公司主要業務垃圾焚燒發電項目差異較大,國補佔電費的一半左右,現金流比較依賴於國補結算,且上游秸稈收購價格也受供求關係影響,未來將不會再投資新的秸稈焚燒發電項目。 公司指,未來將圍繞既有垃圾焚燒項目積極拓展新業務,譬如開展污泥、餐廚垃圾協同處置,像廣東惠州項目、汕頭項目都從單一焚燒,發展到生活垃圾、污泥、餐廚垃圾協同處理,實現協同效應。另外,對於具備條件的項目,公司將積極拓展供熱供汽業務,讓項目收入來源多樣化;其他新興領域則持續關注。
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