中国核能科技(00611.HK)预期中期净溢利将减少不超20%
格隆汇8月4日丨中国核能科技(00611.HK)发布公告,公司预期于截至2020年6月30日止期间的中期业绩录得的净溢利将减少不超过20%,减少主要源于以下各项的综合影响所致,其中包括:(i)集团的工程、采购及建筑以及咨询及一般建设分类预期于期间将录得净溢利减少,主要由于冠状病毒疫情所致,其令EPC项目的进度减慢,亦影响2020年上半年光伏EPC市场的发展。此外,平价上网启动与竞价上网机制推动光伏项目总成本总体趋势下降,全面促进市场竞争;(ii)集团的发电分类(主要是期内收购及营运的若干光伏发电站的贡献)预期将为集团带来正面影响,该等集团自主持有的光伏发电站已形成一定规模,并预期产生稳定收益;(iii)集团制造及买卖分类方面,其于期间面临挑战,主要由于激烈的市场竞争所致。然而,随着生产经验及业绩的不断积累,以及我们进一步致力于组件厂的规范性工作,该组件厂已获得多项认证,并实行ERP系统以进一步增强其市场竞争力。预期该业务分类期间录得净亏损减少;及(iv)与2019年相比,集团融资分类于期间银行及其他借款及租赁负债平均总额相较2019年同期上升导致财务费用预期录得增加,该业务分类期内专注于集团内的融资租赁项目。
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