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《藍籌》信義光能(00968.HK)上半年純利按年跌58.8%至7.46億人民幣 派中期息4.2港仙
阿思達克 08-01 16:42
信義光能(00968.HK)公布截至今年6月底止中期業績,營業額109.32億元人民幣(下同),按年跌6.5%。純利7.46億元,按年跌58.8%,純利率由去年同期15.5%減少至6.8%,主要由於太陽能玻璃業務的利潤率下降及太陽能玻璃生產設施減值虧損所致,但營運開支、財務成本及所得稅開支減少緩減了部分影響。每股盈利8.21分。派中期息4.2港仙,上年同期派10港仙。 期內,經評估閒置資產的潛在轉型、遷移或替代用途後,就被視為不再適用於太陽能玻璃生產的生產設施確認減值虧損3.137億元;而去年同期沒有相關減值。 期內,集團整體毛利率由26.9%減少至18.3%。下跌主要是由於太陽能玻璃業務的利潤貢獻減少。太陽能玻璃業務的毛利率減少10.1個百分點至11.4%。太陽能發電場業務方面,毛利貢獻於今年年上半年輕微減少2.4%至9.134億元,而毛利率則由65.6%減至63.5%。 截至今年6月30日,集團在產的太陽能玻璃產能總熔量為每日23,200噸,其中包括於今年7月暫停運行的兩條總日熔量為1,800噸的生產線。此外,集團仍保留若干閒置產能可根據市場情況重新啟動。同時,印尼兩條新的太陽能玻璃生產線正在興建中,預計將於2026年第一季度開始商業生產。集團仍在積極評估在策略性地點的進一步擴張機會,並將根據市場動態調整營運能力。 在太陽能發電場投資方面,集團將繼續以質量為先,根據投資回報潛力對新項目進行嚴格評估。將於今年下半年繼續專注於項目儲備發展及籌備工作,預期在此期間新增併網容量將極為有限,甚或為零。
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