海螺環保(00587.HK)預計2025年上半年淨利200萬元至800萬元
格隆匯7月21日丨海螺環保(00587.HK)公告,預計集團2025年上半年(i)收入約爲人民幣7.6億元至人民幣8億元,及(ii)錄得的公司權益股東應佔淨利潤約爲人民幣200萬元至人民幣800萬元(截至2024年6月30日止6個月:人民幣8214萬元)。
董事會認爲該預期下降乃主要由於:(i)2025年上半年,面對行業競爭日益加劇的嚴峻形勢,集團加大市場拓展力度,固危廢處置總量保持增長。處置價格相較於去年四季度基本保持穩定,但與去年同期相比仍呈現下滑趨勢;(ii)河南、山東、東北等部分項目產能發揮率不足,以及(iii)新投產項目轉固帶來折舊攤銷增加。
公司已採取╱將採取若幹措施以改善其經營表現,包括:(i)堅持"危廢提價、固廢增量"經營策略,加強市場交流與合作,推動處置價格止跌企穩回升。強化大宗固廢、污染土市場拓展,增加固廢效益貢獻;(ii)持續鞏固水泥窯協同主業優勢,推動污泥處置等具有規模效應的項目落地。以雙碳政策爲導向,加快替代燃料源頭佈局,拓展替代燃料業務規模;(iii)持續強化與水泥企業工廠的生產管理,推動運營成本持續壓降;及(iv)加強新污染物治理、污泥除臭、飛灰副產物資源化利用等技術研發,加速科技成果轉化應用。
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