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心連心稱下半年有機會派息 @ 2012-07-30T20: Back Hot News
Keyword:心連心
Concept:心連心化肥擬年底 , 心連心料尿素下半年毛利率
心連心化肥(01866.HK)受惠於主要化肥產品尿素,平均價格升一成三,上半年純利增加逾兩倍半,賺一億七千五百萬元人民幣,不派中期息。董事長兼首席執行官劉興旭解釋,純利急增但無派息,是因為正進行大規模擴產,計劃在年底時派末期息,派息比率最少兩成。他又指,政府政策及過去兩年廠商看淡市況減產,令尿素供不應求,拉動上半年價格上升,雖然第三季為傳統淡季,但他相信下半年尿素價格會趨穩。他又指,生產成本中六成半用於購買煤炭,受惠於煤炭價格今年來跌一成八,令毛利率擴闊近七個百分點,改善到一成八,預期煤炭價格會續回落,有利營運。財務總監閆蘊華表示,為擴大產能,今年資本開支會增加七成,涉及十七億人民幣,預計最快下年會有新工廠投產,並已向銀行貸款十九億,認為已足夠。

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