中华煤气(00003.HK) 去年8月加价4.8%,执行董事暨常务董事黄维义表示,目前未有调整价格的打算,但会密切关注经营成本的变化,每年都会作收费检讨,坦言若成本大幅飙升,“即使今年不加价下年亦会追回加幅”。
他透露,今年首五个月本港住宅售气量升幅显著,增长约160兆焦耳,相信是由于年初气温较去年同期低,令市民使用量增加,但期内港人外游及北上消费,导致餐饮业等商用气量有所下降。他预测,北上消费潮短期内持续,加上长远天气升温,全年售气量或跌最多1%。
港华智慧能源(01083.HK) 首宗类REITs已在深交所挂牌,涉及分布式光伏资产。黄维义指出,集团旗下相关资产装机容量至今年底将达3GW,累计投资近100亿元,该两批类REITs息率低廉,仅2.2%至2.3%,有助将重资产逐步转变为轻资产,所得资金亦会继续用于投资,未来有计划将约一半的光伏资产以类REITs方式集资,以增强现金流。
问及派息,他强调作为管理层当然希望可以增派股息,为股东带来更多回报,但强调要审视现金流、盈利情况及业务发展需要,预期会维持稳定股息政策。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-04 12:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.