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信義光能(00968.HK)料太陽能玻璃需求增長旺盛 對價格前景正面樂觀
信義光能(00968.HK)行政總裁李友情在全年業績電話會議上表示,去年太陽能玻璃行業的毛利表現為近十年低位,今年太陽能玻璃價錢走勢則要視乎成本及供求等情況而定,但預期需求增長將旺盛,加上部件成本正下降,因此對價格前景正面樂觀。而集團亦會不斷提升生產效益及擴闊產品種類,以控制成本壓力及提高自身競爭力。 至於公司回A股上市的進度,他稱已遞交有關申請,未能預期完成時間,若有進一步消息會再作公布。被問及成功回A後資本增加,會否考慮提升派息,李友情稱集團多年來派息持續穩健,認為目前約40%至50%的派息比率是頗為理想,暫未有考慮調整。 另外,信義能源(03868.HK)行政總裁董貺(水崖)提到,公司未來會拓展更多元化融資渠道,由以往主要集中香港市場,擴展至內地等融資平台,期望將融資成本進一步降低。他又提到,內地對太場能電場存量補貼的政策更為明朗,對補貼收款加快看法更加樂觀。(ek/a) ~
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