信义光能(00968.HK):需求逐渐回到合理水平 开始筹备建立新生产基地
信义光能(00968.HK)行政总裁李友情于业绩记者会上表示,太阳能玻璃价格走势视乎供求情况,目前见到需求正逐渐回到合理水平,相信需求将持续增长,而供应增长速度放缓,料供求格局与去年相若。
李友情指,集团计划将太阳能玻璃总日熔量由去年底的25,800吨增至今年底的32,200吨。目前已开始筹备在中国及海外建立新的生产基地,包括位于云南省及江西省的项目,以及位于印尼的海外项目,新生产基地的投产日期尚未确定,预期会在2025年或之后。
管理层提到,去年底止集团有13%贷款以人民币计价,受惠于LPR持续下降,料境内贷款利率将进一步下跌。目前集团已获内地银行授信融资19亿元人民币,并有意透过国内银行融资满足新收购项目资金需求,加大境内融资占比,料综合融资成本有下降空间。
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