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灣區發展(00737.HK)2023年權益股東應占溢利按年增長89%至5.28億元

格隆匯3月19日丨灣區發展(00737.HK)公吿,截至2023年12月31日止年度全年業績,路費收入淨額按年增長28%至約人民幣25.82億元,主要由於(i)國內社會交通運輸量呈現恢復性增長;及(ii)高速公路沿線城市經濟保持平穩增長,收費公路營運表現亦與經濟表現同步增長。公園上城第一期住宅單位如期於2023年第三季開始交付買家,為集團提供盈利貢獻。京港澳高速公路廣州至深圳段改擴建項目作為集團重點推進項目於2023年度取得了實質性進展。其中,京港澳高速公路廣州火村至東莞長安段及廣佛高速公路廣州黃村至火村段改擴建工程已於2023年底前逐步開工建設。

公司權益股東應占溢利按年增長89%至約人民幣5.28億元,主要由於(i)路費收入增長;(ii)轉回對廣深高速公路重鋪路面責任撥備;及(iii)分佔公園上城項目的業績增長。建議末期股息每股人民幣11.55分,全年常規派息率為100%。

2023年我國經濟運行保持向好態勢並已進入趨勢性恢復的軌道,生產消費穩步回升,增長動力不斷增強。隨着經濟復甦,國內社會交通運輸量也呈恢復性增長,居民出行持續恢復,帶動了廣深高速公路、廣珠西綫高速公路及沿江高速公路(深圳段)的車流量以及路費的大幅增長。 

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