中集安瑞科(03899.HK)一季度收益達46.35億元 清潔能源分部收益同比增長21.2%
格隆匯4月24日丨中集安瑞科(03899.HK)公佈,2024年第一季度,集團清潔能源分部受益於天然氣消費量的增長、LNG價格平穩且油氣價差進一步擴大、船舶行業需求強勁以及氫能利好政策頻出,該分部業績實現強勁增長。同時,集團化工環境分部及液態食品分部分別受化工罐箱市場需求放緩以及在手釀造項目確收進度的影響,收入同比下降。2024年第一季度,集團收益同比微降6.8%至人民幣46.35億元,其中國內及海外市場收益分別佔集團整體收益51.5%和48.5%(2023年同期:45.6%、54.4%)。其中,清潔能源分部、化工環境分部、液態食品分部的期內海外地區收益分別佔其分部收益的31.6%,79.9%及94.1%(2023年同期海外地區收益佔比分別為:23.4%,91.4%及90.1%)。
其中,於2024年第一季度,清潔能源分部收益同比增長21.2%至人民幣32.55億元,其中,氫能業務收入約人民幣169百萬元,同比大幅增長74.2%。清潔能源分部為本集團收益佔比最高的業務分部,佔集團期內整體收益的70.2%(2023年同期:54.0%)。清潔能源收益的強勁增長,主要受益於國內天然氣消費的有力增長、航運業持續高景氣、LNG價格平穩及油氣價差的擴大對終端應用的拉動以及氫能行業的高速發展。
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