中海石油化學(03983.HK)2023年歸母淨利23.8億元 同比增長45.00%
格隆匯3月24日丨中海石油化學(03983.HK)公吿,截至2023年12月31日止年度的全年業績,集團收入為人民幣129.9億元,同比減少9.0%。主要原因是市場行情波動,集團尿素、磷複肥和甲醇的銷售價格同比均有不同程度下降。公司擁有人應占年內溢利23.8億元,同比增長45.00%;建議派發2023年度年末股息每股派息人民幣0.207元。
隨着尿素期貨金融屬性的增強,尿素價格的波動頻率明顯加快,2023年中國尿素整體行情走勢先抑後揚。6月份前國內尿素市場供大於求的趨勢階段性顯現,價格整體以震盪下行為主,而6月份後在國際尿素價格向好以及出口增加等利好拉動下,國內尿素行情開啟了震盪上升的趨勢;四季度國內市場行情反覆震盪下跌,直至年底隨着出口、煤炭等影響因素逐漸削弱,國內尿素價格陸續迴歸供需面。
2023年全年尿素價格波動範圍在人民幣2,000-2,700元╱噸,2023年中國中小顆粒尿素均價約人民幣2,467元╱噸,較2022年年度均價人民幣2,705元╱噸低人民幣238元╱噸。
2023年,公司持續加強生產經營管控,全年未發生各類安全生產事故,環保污染事故事件連續兩年為"零",創公司成立以來最好成績。海南一期甲醇裝置再次實現500天以上長週期運行,華鶴煤化工化肥裝置連續運行天數和尿素產量均創新高,得益於此,公司尿素年產量同比提升明顯。2023年公司生產尿素200.6萬噸、磷複肥81.4萬噸、甲醇146.2萬噸、丙烯腈系列產品16.5萬噸。
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