信義光能(00968.HK):成本上升令毛利表現受壓 A股上市有助增加認受性
信義光能(00968.HK)行政總裁李友情在中期業績電話會議上表示,集團上半年太陽能玻璃毛利受壓,主要由於成本上升,包括俄烏戰爭令作為燃料的天然氣價格急增,原材料之一的純鹼的價格同樣上升。
他指,集團在第二季加價約10%,有效將部分成本轉移至客戶,因此第二季的產品價格較上半年平均為佳,預期若目前市場環境沒有出現大變化,下半年數字或會優於上半年。
信義光能公布計劃發行A股於深交所創業板上市,李友情稱集團七成多為內地客戶,在A股平台上市有助增加其認受性及影響力,內地對新能源股的估值也較理想。他又提到,由於A股上市需時,或最快於明年下半年才可上市,因此受目前市道影響較少。在市場需求增長、集團有擴產計劃及發展多晶硅新合資下,相信在A股上市對促進集團估值及長遠發展有正面幫助。(ek/a) ~
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