[摘要]
事件:東(dong)方能源公布2016年(nian)年(nian)報(bao),報(bao)告期實現(xian)營業(ye)收入(ru)23.81億元(yuan)(yuan),同(tong)比(bi)(bi)下(xia)降7.01%;歸屬(shu)于(yu)(yu)母(mu)公司的(de)凈利潤(run)2.83億元(yuan)(yuan),同(tong)比(bi)(bi)下(xia)降36.52%;扣除非經常性損益后歸屬(shu)于(yu)(yu)母(mu)公司的(de)凈利潤(run)為2.67億元(yuan)(yuan),同(tong)期比(bi)(bi)增(zeng)長39.85%。實現(xian)每股(gu)EPS0.51元(yuan)(yuan)。公司公告擬每10股(gu)轉(zhuan)增(zeng)10股(gu)并派現(xian)1.00元(yuan)(yuan)(含稅)。
主(zhu)營(ying)業(ye)務(wu)穩(wen)定發展(zhan),熱(re)電新建項(xiang)目陸續(xu)投產(chan)帶來增長預期:2016年報告(gao)期內(nei),公司電力銷售實(shi)現(xian)收入(ru)14.77億(yi)元,同(tong)比(bi)(bi)(bi)下(xia)降6.45%,占(zhan)營(ying)收比(bi)(bi)(bi)重62.03%,上升了0.37個百分(fen)點;熱(re)力銷售實(shi)現(xian)收入(ru)7.6億(yi)元,同(tong)比(bi)(bi)(bi)下(xia)降12.39%,占(zhan)營(ying)收比(bi)(bi)(bi)重32.51%,下(xia)降了1.96個百分(fen)點。
業(ye)務(wu)(wu)結構穩定,各項(xiang)業(ye)務(wu)(wu)占比幾乎(hu)不(bu)變。電(dian)、熱(re)業(ye)務(wu)(wu)的毛利(li)率分(fen)別(bie)為26.28%和2.88%,公(gong)司(si)(si)整(zheng)體銷售毛利(li)率22.02%,較(jiao)上年均有(you)下(xia)(xia)降;同(tong)時(shi),電(dian)力、熱(re)力銷售收(shou)入(ru)雙(shuang)雙(shuang)下(xia)(xia)滑,這些主要是受到電(dian)量電(dian)價下(xia)(xia)跌、熱(re)價下(xia)(xia)調的影(ying)響,其中石家莊(zhuang)市(shi)4月份調低了工業(ye)用蒸汽銷售價格,導致公(gong)司(si)(si)凈利(li)潤降低了約2800萬(wan)元。即使在(zai)(zai)如(ru)此嚴峻的形(xing)勢(shi)之下(xia)(xia),公(gong)司(si)(si)仍然保證了全部(bu)熱(re)電(dian)單(dan)位盈(ying)利(li),也(ye)是營業(ye)水平的體現(xian)。自(zi)2015年公(gong)司(si)(si)收(shou)購(gou)良村(cun)熱(re)電(dian)51%股權(quan)之后,后者已經成為公(gong)司(si)(si)主營業(ye)務(wu)(wu)的核心點,保證了公(gong)司(si)(si)在(zai)(zai)向(xiang)新(xin)能源(yuan)領域布局的同(tong)時(shi),傳統業(ye)務(wu)(wu)的穩定。公(gong)司(si)(si)審慎發展煤電(dian),穩健推(tui)進新(xin)華熱(re)電(dian)余(yu)熱(re)入(ru)市(shi)、南廠3*58MW燃氣鍋(guo)爐供熱(re)配套等工程(cheng)。這些新(xin)建項(xiang)目都有(you)望在(zai)(zai)未來投產之時(shi),拉升公(gong)司(si)(si)產能,給(gei)公(gong)司(si)(si)業(ye)績帶來新(xin)的增長點。此外,為了配合國(guo)家電(dian)改(gai)政策,積極參與售電(dian)側市(shi)場競爭,公(gong)司(si)(si)出資(zi)20,100萬(wan)元成立了河北(bei)亮(liang)能售電(dian)有(you)限公(gong)司(si)(si)。
深(shen)入探索新(xin)(xin)能(neng)(neng)源(yuan)發(fa)(fa)電(dian)(dian)(dian)領域(yu)(yu)(yu),縱深(shen)布(bu)局未(wei)(wei)來(lai)市(shi)場:2016年(nian),公(gong)(gong)(gong)司(si)(si)(si)在(zai)(zai)新(xin)(xin)能(neng)(neng)源(yuan)領域(yu)(yu)(yu)的(de)(de)動(dong)作(zuo)頻繁:(1)在(zai)(zai)山(shan)西(xi)(xi)省(sheng)(sheng)(sheng)靈(ling)丘縣出資(zi)(zi)(zi)(zi)成(cheng)立全(quan)資(zi)(zi)(zi)(zi)子公(gong)(gong)(gong)司(si)(si)(si)靈(ling)丘東(dong)(dong)方(fang)新(xin)(xin)能(neng)(neng)源(yuan)公(gong)(gong)(gong)司(si)(si)(si),注冊資(zi)(zi)(zi)(zi)本500萬(wan)元(yuan)(yuan);(2)在(zai)(zai)山(shan)西(xi)(xi)省(sheng)(sheng)(sheng)盂縣設(she)立全(quan)資(zi)(zi)(zi)(zi)子公(gong)(gong)(gong)司(si)(si)(si)盂縣東(dong)(dong)方(fang)新(xin)(xin)能(neng)(neng)源(yuan)公(gong)(gong)(gong)司(si)(si)(si),注冊資(zi)(zi)(zi)(zi)本500萬(wan)元(yuan)(yuan),用于基地(di)光伏(fu)發(fa)(fa)電(dian)(dian)(dian)項目的(de)(de)開(kai)(kai)發(fa)(fa);(3)出資(zi)(zi)(zi)(zi)約12740萬(wan)元(yuan)(yuan)與(yu)首華信共同投資(zi)(zi)(zi)(zi)風(feng)電(dian)(dian)(dian)項目,建成(cheng)后將在(zai)(zai)山(shan)東(dong)(dong)省(sheng)(sheng)(sheng)增加216MW風(feng)電(dian)(dian)(dian)生(sheng)產效率;(4)以自有(you)資(zi)(zi)(zi)(zi)金18000萬(wan)元(yuan)(yuan)對北(bei)京東(dong)(dong)方(fang)新(xin)(xin)能(neng)(neng)源(yuan)公(gong)(gong)(gong)司(si)(si)(si)增資(zi)(zi)(zi)(zi)。東(dong)(dong)方(fang)能(neng)(neng)源(yuan)在(zai)(zai)清潔能(neng)(neng)源(yuan)發(fa)(fa)電(dian)(dian)(dian)領域(yu)(yu)(yu)的(de)(de)各(ge)種(zhong)資(zi)(zi)(zi)(zi)本動(dong)作(zuo),構成(cheng)了公(gong)(gong)(gong)司(si)(si)(si)當期(qi)投資(zi)(zi)(zi)(zi)活(huo)動(dong)的(de)(de)主旋律,以上幾個項目就已占(zhan)到公(gong)(gong)(gong)司(si)(si)(si)當期(qi)投資(zi)(zi)(zi)(zi)總(zong)額(e)的(de)(de)41.92%。同時(shi),報(bao)告期(qi)還新(xin)(xin)增了淶源(yuan)祁家(jia)(jia)峪30MW光伏(fu)發(fa)(fa)電(dian)(dian)(dian),平定縣50MW光伏(fu)發(fa)(fa)電(dian)(dian)(dian)等項目。這些(xie)子公(gong)(gong)(gong)司(si)(si)(si)和(he)項目分(fen)布(bu)于山(shan)東(dong)(dong)省(sheng)(sheng)(sheng)、山(shan)西(xi)(xi)省(sheng)(sheng)(sheng)、北(bei)京市(shi),有(you)利于進一(yi)步(bu)打(da)開(kai)(kai)公(gong)(gong)(gong)司(si)(si)(si)電(dian)(dian)(dian)力銷售業(ye)務的(de)(de)地(di)域(yu)(yu)(yu)格局,改變業(ye)務集中于河(he)北(bei)省(sheng)(sheng)(sheng)的(de)(de)現狀(zhuang)。公(gong)(gong)(gong)司(si)(si)(si)未(wei)(wei)來(lai)還將進一(yi)步(bu)迎合國家(jia)(jia)政策,深(shen)入新(xin)(xin)能(neng)(neng)源(yuan)發(fa)(fa)電(dian)(dian)(dian)領域(yu)(yu)(yu)。公(gong)(gong)(gong)司(si)(si)(si)17年(nian)年(nian)初分(fen)別與(yu)九州縱橫、山(shan)西(xi)(xi)安裝簽訂了新(xin)(xin)能(neng)(neng)源(yuan)投資(zi)(zi)(zi)(zi)項目的(de)(de)戰(zhan)略合作(zuo)協議,并在(zai)(zai)河(he)北(bei)省(sheng)(sheng)(sheng)增設(she)兩家(jia)(jia)新(xin)(xin)能(neng)(neng)源(yuan)開(kai)(kai)發(fa)(fa)的(de)(de)子公(gong)(gong)(gong)司(si)(si)(si)。公(gong)(gong)(gong)司(si)(si)(si)目前(qian)的(de)(de)新(xin)(xin)能(neng)(neng)源(yuan)發(fa)(fa)電(dian)(dian)(dian)主要還集中于風(feng)電(dian)(dian)(dian)、光伏(fu)領域(yu)(yu)(yu),而17年(nian)1月(yue)與(yu)國電(dian)(dian)(dian)投四(si)川公(gong)(gong)(gong)司(si)(si)(si)簽訂的(de)(de)戰(zhan)略合作(zuo)協議,意(yi)味著公(gong)(gong)(gong)司(si)(si)(si)未(wei)(wei)來(lai)將向水(shui)電(dian)(dian)(dian)及(ji)更多新(xin)(xin)能(neng)(neng)源(yuan)領域(yu)(yu)(yu)進軍。
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Copyright 2001-2018 China Securities Journal. All Rights Reserved