中電(00002.HK):內地電力需求增長料紓緩電價下跌影響
中電控股(00002.HK)公佈上半年中國內地業務盈利按年下跌11.9%至8.7億元,首席執行官蔣東強表示,內地電力需求仍然持續錄得增長,由首季的增長2%至3%,加快至次季的增長5%,市場預測下半年需求進一步提升,預測內地全年需求或增長5%至6%,相信有助紓緩對電價下跌所帶來的影響。他又指,內地當局發佈新修訂電價機制,新機制僅適用於今年6月1日後投產的新可再生能源資產,因此預期短期內對中電現有資產影響輕微。
談及未來投資決定,他就指出,由於各地政策具體細節尚未明確,目前會傾向更選擇性地挑選優質項目,例如於需求增長較大、電價相對較低的地區投資,並會探討加強與當地客戶簽訂直接長期合作。
至於對香港今年全年售電量展望,蔣東強指出每年售電量都較受到天氣影響,而天氣變化難以預測,中電最新五年計劃中預測2024至2028年平均每年售電量將增長1%。他認爲,地緣政治不穩對全球大宗商品價格走勢都帶來影響,而國際燃料價格年初至今相對放緩,至8月中電的燃料調整費已由46.3仙下降2.3%至43仙,未來仍會適時根據機制調整燃料費用。
蔣東強強調,中電將支持港府發展北部都會區等大型基建項目,並致力爲本地數據及超算中心提供足夠電力供應,透露上半年數據中心電力需求升6.7%,佔中電整體售電量超過6%,憧憬相關需求增長仍將強勁,未來將持續投資以確保需求能夠被滿足。
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