光大水务(01857.HK)对今年市场环境乐观 料未来数年毛利率维持目前水平
光大水务(01857.HK)总裁安雪松在全年业绩电话会议上表示,去年受到疫情影响,内地各地方政府少推传统水处理项目,以致公司新增水务项目亦较少,全年共获九个项目。他称公司正就今年市场项目推出情况作预判,现时未有明确的新增项目目标,虽然对今年市场环境乐观,但相信供水、水处理等传统项目不会大量推出。
不过,他认为因生态环境监管要求提高,行业存量项目存在大量并购整合的机会,集团亦会拓展智能化、中水处理及再生水等新兴市场,预期集团今年资本开支约28亿至30亿元,与去年大致持平,且未特别包括并购方面的开支。
另外,首席财务官罗俊岭提到,集团去年毛利率达39%,按年增长五个百分点,主要是受惠於增值税下降及成本控制,令运营业务毛利率提高。而毛利较低的建造业务比例下降,亦带动整体毛利率向好,预期集团未来数年毛利率可基本维持目前水平。(ek/u)
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