煤氣(00003.HK)料香港今年售氣量跌最多1% 密切關注經營成本變化
中華煤氣(00003.HK)去年8月加價4.8%,執行董事暨常務董事黃維義表示,目前未有調整價格的打算,但會密切關注經營成本的變化,每年都會作收費檢討,坦言若成本大幅飆升,「即使今年不加價下年亦會追回加幅」。
他透露,今年首五個月本港住宅售氣量升幅顯着,增長約160兆焦耳,相信是由於年初氣溫較去年同期低,令市民使用量增加,但期內港人外遊及北上消費,導致餐飲業等商用氣量有所下降。他預測,北上消費潮短期內持續,加上長遠天氣升溫,全年售氣量或跌最多1%。
港華智慧能源(01083.HK)首宗類REITs已在深交所掛牌,涉及分佈式光伏資產。黃維義指出,集團旗下相關資產裝機容量至今年底將達3GW,累計投資近100億元,該兩批類REITs息率低廉,僅2.2%至2.3%,有助將重資產逐步轉變爲輕資產,所得資金亦會繼續用於投資,未來有計劃將約一半的光伏資產以類REITs方式集資,以增強現金流。
問及派息,他強調作爲管理層當然希望可以增派股息,爲股東帶來更多回報,但強調要審視現金流、盈利情況及業務發展需要,預期會維持穩定股息政策。
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