中核國際(02302.HK)盈警:預期半年度收入及淨利潤將大幅下降逾80%及40%
格隆匯8月10日丨中核國際(02302.HK)公佈,公司預期2023年半年度的收入及淨利潤將大幅下降不少於80%及40%至分別不少於港幣7,000萬元及不少於港幣800萬元,主要來自經營鈾產品貿易業務,而2022年同期的收入及淨利潤分別為約港幣5.74億港元及約1,800萬港元。
上述二零二三年半年度收入和淨利潤大幅下降的主要原因是,集團已完成的銷售額(與獨立第三方進行的交易)下降約87.5%,較去年同期約160萬磅鈾產品下降到2023年半年度已完成的銷售額(與獨立第三方進行的交易)約20萬磅鈾產品。與獨立第三方貿易中鈾產品銷量大幅下降的主要原因是2023年利率上升,導致國際貿易資金成本大幅增加。在這種經濟環境下,鈾產品的貿易商更願意持有貨幣,而國際天然鈾市場的較小价格波動使得交易失去了吸引力,進一步加劇天然鈾市場買家和賣家離岸交易機會的減少。
於2023年半年度,集團尚未達成任何鈾供應交易或鈾購買交易,原因是集團鈾產品供應交易項下的供應合同,及鈾供應交易下的採購合同,約定交付時間均為2023年下半年。
根據羅辛鈾礦(具有通函中所賦予的含義)的交付計劃,分銷業務成交主要計劃在2023年下半年進行。
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