Zhuhai Port Half -annual report: Hong Kong and Airlines logistics business revenue has dropped sharply, and the growth of new energy sectors has grown rapidly

Economic Observation Network reporter Zou Yongqin on the afternoon of August 30, Zhuhai Port (000507.SZ), a listed company in Zhuhai, held a 2022 mid -term performance briefing meeting, including president Feng Xin, director Xue Nan, and financial officer Chen Hong. Appears to answer the concerns of the market.

According to its financial report, in the first half of 2022, Zhuhai Port achieved operating income of 2.790 billion yuan, a year -on -year decrease of 8.85%, and the net profit attributable to shareholders of listed companies was 175 million yuan, a year -on -year decrease of 30.16%. The performance has declined but the overall operation is stable, and some ports and new energy businesses have also made new breakthroughs.

Hong Kong Airlines logistics business revenue drops greatly

Strictly speaking, Zhuhai Port does not fully belong to the port section. According to Xue Nan, the company's main business is Hong Kong Airlines Logistics and New Energy; of which Hong Kong and Airlines Logistics is mainly engaged in the investment operation, ship transportation, logistics and port supporting services of Hong Kong, while new energy is mainly engaged in wind and photovoltaic and photovoltaic sources Investment, operation and services of new energy and clean energy such as power generation, pipeline gas, and natural gas power generation.

From the perspective of the sub -sector, the operating income of the Hong Kong and Airlines logistics sector of the company in the first half of the year was 1.340 billion yuan, a year -on -year decrease of 35.07%; and the operating income of the new energy sector was 1.204 billion yuan, an increase of 60.91%year -on -year; investment and other revenue It was 246 million yuan, a year -on -year decrease of 1.25%.

Regarding the decline in performance, Feng Xin said that in the first half of 2022, affected by factors such as the Spring Festival holiday, the repeated epidemic and the Western Jiangli session, the company's Hong Kong Airlines logistics sector was affected by varying degrees; Facing the challenge, by taking various positive measures to reduce the impact, some ports and trailers have performed well. At the end of the second quarter, it has begun to show a stable and rebound trend. "

In response to the impact of the epidemic, Feng Xin introduced that although the new crown pneumonia's epidemic has a certain impact on the company's Hong Kong and Airlines logistics sector business, they are reducing the negative impact of the epidemic through various measures and forming a strong epidemic response ability to respond to the response capabilities. Essence

"Take the company's Wuzhou Port Affairs as an example. In 2021, it has achieved the first profit since opening the port and continued to expand the grain transit business. It aims to create a professional food transit terminal. The ability to increase significantly, the throughput of throughput achieved double -digit growth in the first half of 2022, "Feng Xin said.

He also further pointed out that the company's Hong Kong Hongwaer, as a professional coal and iron ore pier, has been affected by the weak market demand and coal insurance supply limit in the first half of the year. Management and control gradually recovered, the market gradually digested in the early stage of unfavorable factors, and the amount of goods in June was greatly reversed and improved. In the second quarter of Xinghua Port, due to the Shanghai epidemic in the second quarter, some foreign trade ships could not be walked in time, and the pulp business declined. By supplementing other types of cargo business in time, the business volume remained stable.

New energy business has grown rapidly

The reporter disassembled the semi -annual report of Zhuhai Port in the quarter and found that his second quarter performance showed a significant growth trend. Linking data DataYES! Statistics show that the net profit of the first quarter of Zhuhai Port was 58 million yuan, and the second quarter was 116 million yuan, an increase of 99.7%month -on -month.

In the second quarter, which section does the net profit from the second quarter come from? In this regard, Chen Hong said that the increase in net profit in the second quarter mainly comes from the new energy sector; but at the same time, it emphasizes that "the performance of Hong Kong and Airlines logistics in the first half of the year has declined, but it is estimated that it will be resumed in the future."

Then, throughout the first half of the year, the operation of the new energy sector is undoubtedly the focus of the market. Regarding the strategic focus of the new energy business in the future, Xue Nan pointed out that the company's Xiuqiang shares will further increase the investment layout in the field of smart glass and BIPV (photovoltaic building integration) after the funds raised by non -public issuance shares to expand new new industries to expand new new industries In terms of performance growth, "the key strategic direction of new energy business is the development and operation of cheap photovoltaic power stations, the energy storage supporting industry, and the development of hydrogen energy use and development to achieve stable investment income and good social benefits."

The reporter noticed that although Zhuhai Port's new energy business has not yet involved hydrogen energy, he has shown a strong interest in it, and has repeatedly expressed it at the Shenzhen Stock Exchange. For example, when answering the investor question on August 19, the company stated that "the company adheres to the main business development pattern of port shipping logistics and new energy two -wheel drive, continues to pay attention to investment opportunities for new energy projects, and actively expands high -quality photovoltaic and hydrogen energy and other high quality. New Energy Project ".

When answering investor questions on August 29, it also emphasized that "the company has not yet landed on the ground for hydrogen energy projects, and the company continues to pay attention to investment opportunities for new energy projects to actively expand high -quality new energy projects such as photovoltaic and hydrogen energy. The landing will be disclosed in time according to the requirements of regulatory regulations. "

Regardless of whether it is a central report or a performance explanation conference, there is a mention of "the use and development of hydrogen energy", which may indicate that Zhuhai Port attaches great importance to this field.

When asked about the future strategic planning arrangements of Zhuhai Port, Feng Xin pointed out that the 14th Five-Year Plan of Zhuhai Port identified the "two-wheel drive strategy", "Xijiang-Yangtze River linkage strategy", "logistics center strategy" and "smart green strategy". Strategic, dedicated to building a domestic first -class port operator and well -known new energy environmental protection investment and service providers in the country.

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