郭思治: 北京能源國際(00686.HK)中績超預期 駛入高質素發展「快車道」
香港股票分析師協會副主席郭思治稱,實現碳達峰、碳中和的目標近年以來已經成為重要國策之一。實現「雙碳」目標的關鍵是推動能源轉型,而電力的綠色轉型是推動能源轉型的重要力量之一。北京能源國際(00686.HK),以「打造一流的國際化清潔能源生態投資營運商」為目標,近期公布的上半年業績顯示營收利潤均超預期,值得關注。
8月26日,公司公布上半年實現收入19.85億元人民幣(下同),按年增加51.5%;利潤總額2.86億元,剔除上年同期營業外收益影響後,按年增加86.9%;總資產497.72億元,較年初增加36.13億元。期內公司圍繞構建以新能源為主體的新型電力系統,境內境外雙線推進,加快規模化發展步伐,持續推動提升總裝機規模,截至今年6月底,公司總併網裝機規模約4583.39MW,按年提升62.2%;發電量提升至33.22億kWh,按年增加90.4%,顯示出高效、快速發展的強勁態勢。
不容忽視的是,疫情反覆對「雙碳」目標的落地帶來了新的挑戰與機遇。對此,公司加強精細化管理,並提升成本管控能力,通過持續開展降成本專項行動。與此同時,公司不斷優化債務結構,以壓降財務成本以及降低財務費用,實現年度利潤指標。從盈利模式來看,清潔能源營運商的主要收入來自於發售電,提升電力行銷水準是清潔能源企業發力的重點。上半年,公司不斷提高電力行銷水準。此外,公司還積極推進以改革創新,強化權益融資,積極引入戰略投資夥伴。
預計未來公司將通過持續擴大境內主業規模,加大風光資源儲備力度,有望持續提升盈利能力,值得關注。
(筆者為證監會持牌人)~
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