保利協鑫能源(03800.HK):短期內決定回A路徑及時間表
保利協鑫能源(03800.HK)早前公布,啟動回A上市的可行性研究。公司首席財務官楊文忠在全年業績發布會上表示,就回A想法,公司目前正積極與券商等中介探討方式,預期在非常短期內會決定回A的路徑及時間表等,往後會再作公布。
聯席首席執行官蘭天石則指,公司於江蘇徐州的新增2萬噸顆粒硅產能目前已達設計產能,產品供應予包括公司在內的11個客戶,項目質量及成本完全符合預期,至於四川樂山的10萬噸產能,預期7月開始每月有2萬噸模塊產能投產,至年底料10萬噸產能可全部投產。他相信由於持續對研發的投入,應用新技術及自動化等可令單產成本進一步下降。
多晶硅價格方面,蘭天石認為今年光伏需求會高於預期,全球新增光伏裝機或達240至260吉瓦,較市場預期的220吉瓦為高。受疫情影響,部分產能投產晚於預期,亦令供應處於緊平衡。不過隨著光伏裝機逐步完成,預料今年第三季開始價格會趨於下行通道,明年毛利或會回復正常水平,不會一直維持在高位。
另外,協鑫新能源(00451.HK)助理副總裁張燕提到,公司已處理大部分短期債務,現時應收賬可覆蓋債務,暫時沒有融資壓力,公司亦會按比例及按時間回收和償還美元債。
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