中國燃氣(00384.HK)料今年銷氣量回復雙位數增長 分拆增值業務助釋放價值
中國燃氣(00384.HK)執行董事及常務副總裁朱偉偉在午宴上表示,內地於去年底開始改變疫情防控政策,隨著經濟及消費復甦,對今年的燃氣需求感樂觀,預期今年公司的銷氣量有望回復至雙位數增長。
他指,內地重新開放後,商業活動逐步恢復,佔比超過五成的工業用戶今年用氣量料有良好改善,今年底冬季的燃氣需求估計亦會上升,有助推動公司銷氣量增長加快。另一方面,受多方面因素影響,去年天然氣價格大幅波動,城市燃氣商在分銷天然氣上出現困難,但由於供應端情況持續好轉,相信最艱難時期已過,售氣毛差預期可逐步改善。
據報公司計劃分拆旗下增值服務子公司於香港上市,朱偉偉稱目標最快今年第四季或明年首季成事,分拆原因之一是增值服務與主營業務本身性質不同,公司主營的銷氣業務因受監管會影響毛利表現,或導致估值下降;而增值業務是市場化,目前已佔公司EBIT近三成,分拆可更有獨立性,有利釋放價值及整體股東利益。
另外,副總裁李雲濤提到,公司在近兩年市場較波動的時期控制資本開支等支出,經營現金流已轉正,估計未來趨勢會持續,希望或有能力增加股東回報。(ek/u)
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