中電控股(00002.HK)上半年總盈利60.10億港元 派第二期中期息0.63港元
格隆匯8月3日丨中電控股(00002.HK)公佈,截至2020年6月30日止6個月,集團實現綜合收入387.01億港元,同比下降11.7%;營運盈利61.29億港元,同比增長12.0%,由於集團的基本表現穩定及澳洲能源合約的正面公平價值變動;總盈利為60.10億港元,而2019年計入Energy Australia零售業務商譽減值後則錄得9.07億港元虧損;宣派第二期中期股息為每股0.63港元,與2019年相同。
香港業務板塊,香港的售電量較2019年同期減少1.2%至157.29億度。除住宅客户外,其他所有客户類別的售電量均下降,反映政府的防疫措施所帶來的影響。商業客户的售電量受到旅遊及社交距離限制的影響特別嚴重,尤其是酒店及餐飲業。
由於不少政府公共服務、學校和康體中心等設施都暫時關閉,對基建及公共服務客户的售電量造成負面影響。不過,數據中心的用電需求有所上升,而由於市民於疫情期間更多時間留在家中,加上5月和6月氣温上升令空調使用量增加,住宅客户售電量有所上升。
中國內地業板塊,來自核電投資的貢獻雖然保持穩定,但略低於預期。廣東省陽江核電站的發電量受新冠病毒疫情導致用電需求下降,以及機組非計劃停運所影響。大亞灣核電站由於有八成產電量輸往香港,營運狀況保持良好。
可再生能源業務在上半年錄得穩定的表現。雖然在第一季新冠病毒疫情導致風電項目上網電量被削減的情況增加,但風電項目的整體發電量仍比2019年同期上升,主要原因是2019年6月投產的山東省中電萊州二期風場帶來貢獻。期內,中電在該省的萊蕪三期風場亦已竣工,雖然疫情導致建造工程稍為延誤,但項目的所有風電渦輪機已如期併網。
太陽能光伏項目的發電量較2019年同期上升,主要由於甘肅省金昌發電站上網電量被削減的情況減少,以及廣東省梅州發電站的太陽輻照度有所提高。雲南省大理漾洱水電站受年初降雨量較少影響,而廣東省懷集水電站則因6月水災,引發泥石流導致部分機組停機而影響了表現。
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