IDG能源投資(00650.HK)冀擴能源投資基金規模會規避貿易戰風險
IDG能源投資(00650.HK)總裁劉知海在全年業績記者會上表示,公司近期目標為尋找能源行業新高速成長機會的方向,除了LNG產業價值鏈外,亦會留意及篩選其他能源項目相關的投資機會,例如石油行業上游及中游業務等。此外,公司亦希望其擔任基金管理人的能源投資基金今年可完成交割,並擴大基金規模。
項目退出方面,他稱有準備美國頁岩油項目的退出,但目前未有具體退出的時間、方法等計劃,需取決於市場對項目的價值評估等因素而定。至於另一投資項目LNG接收站運營商九豐集團目前正申請在A股上市,公司會留意對方的上市進展,並關注合規性等退出條件。
他又稱,雖然中美貿易戰短期會對相關行業造成影響,但長期而言美國天然氣供過於求,中國則供不應求的結構性因素不變,公司會透過金融衍生品對李沖工具等方式規避風險。
公司截至今年3月底止年度純利按年增長89%至2,738萬元,不派末期息。劉知海指在不久將來待有項目退出後,相信公司董事會會慎重考慮派息政策。
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