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IDG能源投资(00650.HK)冀扩能源投资基金规模会规避贸易战风险
阿思达克 06-24 13:14

IDG能源投资(00650.HK)总裁刘知海在全年业绩记者会上表示,公司近期目标为寻找能源行业新高速成长机会的方向,除了LNG产业价值链外,亦会留意及筛选其他能源项目相关的投资机会,例如石油行业上游及中游业务等。此外,公司亦希望其担任基金管理人的能源投资基金今年可完成交割,并扩大基金规模。

项目退出方面,他称有准备美国页岩油项目的退出,但目前未有具体退出的时间、方法等计划,需取决於市场对项目的价值评估等因素而定。至於另一投资项目LNG接收站运营商九丰集团目前正申请在A股上市,公司会留意对方的上市进展,并关注合规性等退出条件。

他又称,虽然中美贸易战短期会对相关行业造成影响,但长期而言美国天然气供过於求,中国则供不应求的结构性因素不变,公司会透过金融衍生品对李冲工具等方式规避风险。

公司截至今年3月底止年度纯利按年增长89%至2,738万元,不派末期息。刘知海指在不久将来待有项目退出後,相信公司董事会会慎重考虑派息政策。

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