中電控股(00002.HK)香港首季售電量同比上升 0.3%至68.4億度
格隆匯5月16日丨中電控股(00002.HK)公佈截至 2022 年 3 月 31 日止三個月的業務狀況：
香港首季售電量較 2021 年同期上升 0.3%至 68.40 億度。基建及公共服務客户類別的售電量增加，主要來自醫院、診所和醫療設施，以及由休閒和文化設施臨時改建成的社區檢測或疫苗接種中心的較高用電需求所帶動。政府於季度後期實施較嚴格的社交距離限制措施，令商業及製造業客户的用電需求下降。住宅客户的用電需求亦因 1 月天氣較為温暖而減少。
中電繼續應對疫情對供應鏈所帶來的挑戰，減低大型減碳基建項目的延誤。在龍鼓灘發電廠新興建的 600 兆瓦聯合循環燃氣渦輪機組在設計、採購及建造工程方面進展順利，預計於2023年如期投入服務。海上液化天然氣接收站項目施工繼續推進，在海底進行輸氣管道舖設工程，而海上碼頭的主要組件亦已建造完成，進一步工程包括為海底輸氣管道進行水力噴注及拋石工程等則正在進行。擬建於香港東南水域的離岸風場項目現正進行巖土勘測工作。
中電為了支持能源效益的持續改進，截至首季末已安裝逾 138 萬個智能電錶，佔中電在香港所有住宅及中小企客户的電錶數目超過一半。中電的「可再生能源上網電價」計劃亦繼續獲客户熱烈支持，於首季末，已獲審批或接駁至電網的總髮電容量為 287 兆瓦。
中國內地
在中國內地，中電的零碳能源業務在首季表現穩定。然而，煤炭價格高企再次影響火電資產表現。
澳洲
EnergyAustralia 自 2021 年下半年持續面對具挑戰性的市況，包括高昂的天然氣成本、波動和持續上升的批發電價及競爭劇烈的能源零售市場。EnergyAustralia 旗下電廠的首季產電量較 2021 年同期下跌。
印度
Apraava Energy 繼續專注拓展潔淨能源投資，包括可再生能源及輸電項目。位於古加拉特邦Sidhpur 的 251 兆瓦新風電項目繼續施工，預計將於今年下半年投產。
東南亞及台灣
台灣和平電廠維持穩定營運，但高煤價繼續對利潤構成沉重壓力。該電廠繼續專注控制燃料成本及供應。在泰國，Lopburi 太陽能光伏電站的營運保持穩定。
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.
