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信義光能(00968.HK):需求逐漸回到合理水平 開始籌備建立新生產基地
信義光能(00968.HK)行政總裁李友情於業績記者會上表示,太陽能玻璃價格走勢視乎供求情況,目前見到需求正逐漸回到合理水平,相信需求將持續增長,而供應增長速度放緩,料供求格局與去年相若。 李友情指,集團計劃將太陽能玻璃總日熔量由去年底的25,800噸增至今年底的32,200噸。目前已開始籌備在中國及海外建立新的生產基地,包括位於雲南省及江西省的項目,以及位於印尼的海外項目,新生產基地的投產日期尚未確定,預期會在2025年或之後。 管理層提到,去年底止集團有13%貸款以人民幣計價,受惠於LPR持續下降,料境內貸款利率將進一步下跌。目前集團已獲內地銀行授信融資19億元人民幣,並有意透過國內銀行融資滿足新收購項目資金需求,加大境內融資佔比,料綜合融資成本有下降空間。
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