金马能源(06885.HK)料下半年溢利不少於2.27亿人币
金马能源(06885.HK)公布,就支持由中国政府部门颁布的最新环保措施及中国政府部门根据淘汰计划作出的指示,并计及集团所采取拓展计划的进度,集团已启动金马4.3米焦炉的淘汰,但於任何情况下,董事会认为,该金马4.3米焦炉的淘汰将不会对集团截至2020年12月31日止年度的表现造成任何重大负面影响。
另外,公司指,预期下半年溢利不少於2.27亿元人民币,主因集团的焦炭平均售价自2020年5月已复苏,并於2020年下半年达致目前的高水平,而焦煤为生产焦炭的主要原材料)的采购价在同期维持稳定,故集团的焦炭平均售价;及其焦煤平均采购价之间的平均价差较2020年首五个月增加超过25%。
截至2021年12月31日止年度,随着金马4.3米焦炉的停运,集团的焦炭总产量将减少,可能从而对集团业务及营运构成重大负面影响,但是最终的实际影响程度,将取决於因应预期淘汰计划而制定的拓展计划的推进时间及步伐和其与集团原有生产设施的对接情况,以及焦炭的现行市场价格,因为河南省的整体焦炭产能亦将因淘汰计划的执行而大幅减少,预期此将会对焦炭供应持续构成压力,并导致2021年全年焦炭的现行市场价格维持在高水平。
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