金馬能源(06885.HK)啟動兩座4.3米焦爐的淘汰
格隆匯 12 月 23日丨金馬能源(06885.HK)發佈公告,就支持由政府部門頒佈的最新環保措施及政府部門根據淘汰計劃作出的指示,並計及集團所採取拓展計劃的進度,集團已啟動金馬4.3米焦爐的淘汰,但於任何情況下,董事會認為,該金馬4.3米焦爐的淘汰將不會對集團截至2020年12月31日止年度的表現造成任何重大負面影響。
此外,鑑於集團的焦炭平均售價自2020年5月已復甦,並於2020年下半年達致目前的高水平,而焦煤(為生產焦炭的主要原材料)的採購價在同期維持穩定。因此,截至2020年11月30日止的六個月,(i)集團的焦炭平均售價;及(ii)其焦煤平均採購價之間的平均價差較2020年首五個月增加超過25%。因此,基於集團截至2020年11月30日止11個月的未經審核綜合管理賬目的初步審閲,於2020年下半年公司擁有人應占溢利及總全面收益預期將不少於2020年上半年的溢利約人民幣2.27億元。
截至2021年12月31日止年度,隨着金馬4.3米焦爐的停運,集團的焦炭總產量將減少,並如該公告所披露,可能從而對集團業務及營運構成重大負面影響,但是最終的實際影響程度,將取決於因應預期淘汰計劃而制定的拓展計劃的推進時間及步伐和其與集團原有生產設施的對接情況,以及焦炭的現行市場價格,因為河南省的整體焦炭產能亦將因淘汰計劃的執行而大幅減少,預期此將會對焦炭供應持續構成壓力,並導致2021年全年焦炭的現行市場價格維持在高水平。
該拓展計劃的最新發展包括:(i)兩座先進的焦爐(高度為7.65米,年產180萬噸焦炭)的建造,預計於2021年第三季度完成並用於商業化生產;及(ii)合資公司的成立(如公司日期為2020年9月22日的公告所披露),將於2020年12月23日取得公司所須股東批准後進行(成立後將推進取得最高年產120萬噸焦炭的焦炭產能)。
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