电费大调涨? 国家能源(TENAGA,5347,主板公用事业股):大选后才有可能
(吉隆坡2日讯)尽管受到高能源成本问题困扰,国家能源(TENAGA,5347,主板公用事业股)管理层相信,政府只会在第15届全国大选后,才会大胆显著调涨电费。
丰隆投行研究分析员参加国能分析员汇报会后,今日发布报告写到,国能首季共获得35亿令吉成本转嫁机制(ICPT)补贴,因为燃料成本高过参阅价。
报告补充,天然气此次成本为每百万热能单位(MMbtu)30令吉,超过参阅价的26令吉,而煤炭成本更是飙高至每公吨696令吉,远超参阅价的326令吉。
管理层透露,一直有在与能源委员会(EC)和政府,就高燃料成本价格问题进行协商,并确保政府致力于ICPT机制,保护国能免受全球燃料成本波动的影响。
“能源委员会和政府可能会决定在较长的时间内,逐步回调ICPT,而非一次性恢复,这造成短期内国能面对更高的营运资金要求和现金流更吃紧。”
不过,较高的营运资金要求,也可通过监管资产基础(RAB)框架来获得补偿。
同时,管理层还重申国能有强劲的财务状况,可支持较高的营运资金要求。
盈利表现能持续
回看首季业绩表现,国能录得不错的12亿令吉核心税后归属股东净利(PATMI),并强调在第三监管期(RP3)架构下,虽然燃料成本激增,但盈利表现仍能持续。
“在和管理层会面后,我们仍正面看待国能盈利展望,及其承诺的再生能源发展。”
本地再生能源发展方面,国能正打造300兆瓦(MW)Nenggiri水力发电厂,估计可在2027年投运,期间还会对现有水力厂进行使用寿命延长工程。
同时,国能正探索在所有水力厂推行浮动太阳能发电的想法,潜在总产能达2吉瓦。
政府或扩大太阳能采用
另外,太阳能方案零售子公司GSPARX,已经达到127兆瓦,目标是在2025年实现576兆瓦。
“管理层正接洽政府部门,以为所有政府建筑上安装太阳能屋顶。”
至于国际再生能源方面,国能近期共收购英国97.3兆瓦岸内风力资产,可提高在当地再生能源组合产能至530兆瓦;管理层当前正放眼进军欧洲与东南亚市场。
综合考虑后,分析员维持国能财测、“买入”评级和13.40令吉目标价。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E7%94%B5%E8%B4%B9%E5%A4%A7%E8%B0%83%E6%B6%A8-%E5%9B%BD%E8%83%BD%E5%A4%A7%E9%80%89%E5%90%8E%E6%89%8D%E6%9C%89%E5%8F%AF%E8%83%BD
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