中國光大水務(01857.HK)上半年純利跌3%至5.64億港元 中期息每股6.09港仙
格隆匯8月12日丨中國光大水務(01857.HK)公佈中期業績,截至2025年6月30日止6個月,集團錄得收入32.80億港元,較去年同期的33.53億港元降低2%;除利息、税項、折舊及攤銷前盈利11.94億港元,與去年同期的11.96億港元基本持平;公司權益持有人應占盈利5.64億港元,較去年同期的5.81億港元降低3%;每股基本盈利19.71港仙,較去年同期的20.31港仙減少3%或0.6港仙;整體毛利率為42%,較去年同期的38%增加4個百分點,中期股息每股普通股6.09港仙(等值0.99新分)。集團融資渠道多元暢通,資產質量良好,財務狀況健康。
市場拓展方面,回顧期內,集團在複雜多變的市場環境中,頂住行業壓力與挑戰,持續優化業務佈局:傳統業務與新興業務發展協同推進,輕重資產業務模式不斷深化,中國境內外市場拓展工作有序開展。其中,輕資產業務多點佈局,業務涵蓋工業廢水處理、設備供貨、工藝包等,新承接輕資產業務分佈於中國湖北、江蘇、浙江等省份以及泰國市場。與此同時,集團聚焦市場化需求,探索多渠道服務方案,積極跟進企業端(ToB)業務機會,並依託核心優勢與資源,積極研判和探索產業鏈延伸機會。2025財政年度上半年,集團先後承接多項輕資產項目與服務,涉及合同總額約6,000萬元人民幣,新增工業廢水處理設計規模10,000立方米╱日。
截至2025年6月30日,集團投資並持有170個環保項目,涉及總投資約316.3億元人民幣,另承接委託運營、工程總包(「EPC」)、EPCO(設計-採購-施工-運營)、設備供貨、技術服務等各類輕資產項目及服務。業務足跡遍及中國國內13個省、市、自治區的60多個區縣市,海外業務佈局毛里求斯等國家。
運營管理方面,回顧期內,集團通過技術創新與精細化管理雙輪驅動,深入落實智慧運營管理舉措,進一步提升運營管理質效。降本增效方面,集團持續推進藥劑種類優化、精準加藥、設備合同能源管理等精細化管理舉措,進一步降低存量項目運營成本;初步建立一個高效、優質的數字化供應鏈體系。開源增效方面,集團旗下水處理項目推動工業廢水、中水處理等開源拓展,優化存量項目產能利用率,簽訂十餘個存量項目開源業務合同;截至2025年6月30日,集團旗下12個項目的光伏發電設施投入運營,分別位於中國山東、江蘇、天津等省市,總裝機容量約20兆瓦,預計每年可提供電力約2,000萬千瓦時。2025財政年度上半年,集團新獲各類資金補貼合共約2,750萬元人民幣;累計處理污水約8.35億立方米,供應中水約2,000萬立方米。
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