CKI HOLDINGS(01038)

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长江基建集团(01038.HK)中期归属股东溢利增至43.48亿港元 中期息0.73港元
Jin Rong Jie· 2025-08-13 10:08
本文源自:财华网 【财华社讯】长江基建集团(01038.HK)公布,截至2025年6月30日止六个月,营业额203.59亿港元,同 比增长6.6%;归属股东溢利43.48亿港元,同比增长0.9%;每股溢利1.73港元。拟派中期息0.73港元。 ...
长江基建集团(01038)将于9月24日派发中期股息每股0.73港元

Zhi Tong Cai Jing· 2025-08-13 09:16
智通财经APP讯,长江基建集团(01038)发布公告,该公司将于2025年9月24日派发中期股息每股0.73港 元。 该信息由智通财经网提供 ...


长江基建集团将于9月24日派发中期股息每股0.73港元
Zhi Tong Cai Jing· 2025-08-13 09:15
Core Viewpoint - Changjiang Infrastructure Group (01038) announced that it will distribute an interim dividend of HKD 0.73 per share on September 24, 2025 [1] Company Summary - The company is set to pay an interim dividend of HKD 0.73 per share [1]
长江基建集团(01038) - 截至二零二五年六月三十日止六个月之中期股息

2025-08-13 09:08
| 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因 | | | --- | --- | | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | 股票發行人現金股息公告 | | | 發行人名稱 CK Infrastructure Holdings Limited 長江基建集團有限公司 | | | 股份代號 | 01038 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至2025年6月30日止六個月之中期股息 | | 公告日期 | 2025年8月13日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期(半年期) | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.73 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0. ...


长江基建集团(01038)发布中期业绩,股东应占溢利43.48亿港元,同比增长0.9%
智通财经网· 2025-08-13 09:07
Core Viewpoint - The company reported a stable performance for the first half of 2025, with revenue and profit growth despite geopolitical and economic uncertainties [1][2] Financial Performance - Revenue for the first half of 2025 reached HKD 20.359 billion, representing a year-on-year increase of 6.6% [1] - Shareholders' profit attributable to the company was HKD 4.348 billion, up 0.9% year-on-year [1] - Basic earnings per share were HKD 1.73, with an interim dividend proposed at HKD 0.73 per share [1] Financial Strength - As of June 30, 2025, the company held cash reserves of HKD 4.7 billion, with a net debt to total capital ratio of 10.6% [1] - When considering the net debt in the infrastructure investment portfolio, the ratio stands at a low industry level of 48.7% [1] Sustainable Development Initiatives - The company is expanding sustainable development projects in the UK and Australia, including smart grid solutions and electric vehicle charging infrastructure [2] - Clean hydrogen and biomethane projects in the gas distribution network are progressing well in the UK and Australia [2] - Ongoing projects include the Okanagan wind power project in Canada, wind farms in the UK, and solar business portfolios in Australia [2]
长江基建集团发布中期业绩,股东应占溢利43.48亿港元,同比增长0.9%
Zhi Tong Cai Jing· 2025-08-13 08:54
Core Insights - The company reported a revenue of HKD 20.359 billion for the first half of 2025, representing a year-on-year growth of 6.6% [1] - Shareholders' profit attributable to the company was HKD 4.348 billion, showing a slight increase of 0.9% year-on-year [1] - Basic earnings per share were HKD 1.73, with an interim dividend proposed at HKD 0.73 per share [1] Financial Performance - The company demonstrated robust performance despite geopolitical and economic uncertainties, including political volatility, complex interest rate outlooks, trade barriers, and inflation pressures [1] - As of June 30, 2025, the company held cash reserves of HKD 4.7 billion, with a net debt to total capital ratio maintained at a solid level of 10.6% [1] - When considering the net debt in the infrastructure investment portfolio, the ratio stands at a low industry level of 48.7% [1] Sustainable Development Initiatives - The company is expanding sustainable development projects in the UK and Australia, including smart grid solutions, electric vehicle charging infrastructure, and systems compatible with renewable energy [2] - Clean hydrogen and biomethane projects in the gas distribution network are progressing well in the UK and Australia [2] - The Canadian Power's Okanagan wind power project, UK Renewables Energy wind farms, UK Power Networks Services, and solar business in Australia are also advancing positively, along with the gas generator units of Hong Kong Electric [2]
长江基建集团(01038) - 2025 - 中期业绩

2025-08-13 08:31
[Performance Summary](index=1&type=section&id=2025%20Interim%20Results) This section provides an overview of the Group's financial performance and dividend policy for the first half of 2025 [Overall Performance](index=1&type=section&id=Overall%20Performance) CK Infrastructure recorded solid performance in the first half of 2025, with profit attributable to shareholders at HKD 4.348 billion, a 1% year-on-year increase, maintaining robust financial strength despite geopolitical and economic uncertainties Key Financial Data for H1 2025 | Indicator | Amount | YoY Change | | :--- | :--- | :--- | | Profit Attributable to Shareholders | HKD 4.348 billion | +1% | - The Group's performance remained robust despite market uncertainties including volatile political situations, complex interest rate outlooks, trade barriers, and inflationary pressures[3](index=3&type=chunk) [Dividend Growth](index=1&type=section&id=Dividend%20Growth) The Board declared an interim dividend of HKD 0.73 per share for 2025, a 1.4% increase from the prior year, reflecting the company's stable shareholder return policy 2025 Interim Dividend | Item | Amount/Date | | :--- | :--- | | Interim Dividend | HKD 0.73 per share | | YoY Growth | +1.4% | | Register Closing Date | September 11, 2025 | | Payment Date | September 24, 2025 | [Business Review](index=1&type=section&id=Business%20Review) This section details the performance of the Group's various infrastructure operations across different geographical segments [Power Assets](index=1&type=section&id=Power%20Assets) Power Assets contributed HKD 1.095 billion in profit to the Group, a 1% year-on-year increase, with its international operations and HK Electric maintaining stable performance Power Assets Profit Contribution | Item | Amount | YoY Change | | :--- | :--- | :--- | | Profit Contribution | HKD 1.095 billion | +1% | [UK Operations](index=2&type=section&id=UK%20Operations) UK operations' profit contribution increased by 19% year-on-year to HKD 2.223 billion, driven by enhanced contributions from Northumbrian Water, three gas distribution networks, and UK Power Networks UK Operations Profit Contribution | Item | Amount | YoY Change (HKD) | YoY Change (Local Currency) | | :--- | :--- | :--- | :--- | | Profit Contribution | HKD 2.223 billion | +19% | +17% | - Draft determinations for the new regulatory period for NGN and WWU gas networks propose increased returns[7](index=7&type=chunk) - NWG's profit growth benefited from inflation-linked capital value increases, with the company seeking a redetermination from the CMA on new regulatory terms[8](index=8&type=chunk) [Australia Infrastructure Operations](index=3&type=section&id=Australia%20Infrastructure%20Operations) Australia operations' profit contribution decreased by 8% year-on-year to HKD 793 million, impacted by a weak exchange rate, expiry of high-margin contracts, and declining market electricity prices Australia Operations Profit Contribution | Item | Amount | YoY Change (HKD) | YoY Change (Local Currency) | | :--- | :--- | :--- | :--- | | Profit Contribution | HKD 793 million | -8% | -5% | - SA Power Networks (SAPN) commenced a new regulatory period on July 1, 2025, with increased allowed returns and asset base growth[10](index=10&type=chunk) [Continental Europe Infrastructure Operations](index=3&type=section&id=Continental%20Europe%20Infrastructure%20Operations) Continental Europe operations' profit contribution grew 3% year-on-year to HKD 432 million, driven by strong ista performance and progress in Dutch Enviro Energy's waste-to-energy facility reconstruction Continental Europe Operations Profit Contribution | Item | Amount | YoY Change (HKD) | YoY Change (Local Currency) | | :--- | :--- | :--- | :--- | | Profit Contribution | HKD 432 million | +3% | Largely Similar | - The first phase of Dutch Enviro Energy's waste-to-energy facility reconstruction is complete, with power generation expected to resume early next year[13](index=13&type=chunk) [Canada Infrastructure Operations](index=4&type=section&id=Canada%20Infrastructure%20Operations) Canada operations' profit contribution declined 9% year-on-year to HKD 275 million, primarily due to reduced power generation and prices from Canadian Power, despite strong growth from Reliance Home Comfort Canada Operations Profit Contribution | Item | Amount | YoY Change (HKD) | YoY Change (Local Currency) | | :--- | :--- | :--- | :--- | | Profit Contribution | HKD 275 million | -9% | -5% | [New Zealand and Hong Kong/Mainland China Operations](index=4&type=section&id=New%20Zealand%20and%20Hong%20Kong%2FMainland%20China%20Operations) New Zealand operations contributed HKD 80 million in profit, consistent with the prior year, while Hong Kong and Mainland China operations saw a slight 2% increase to HKD 98 million New Zealand, Hong Kong, and Mainland China Operations Profit Contribution | Region | Profit Contribution (HKD) | YoY Change | | :--- | :--- | :--- | | New Zealand | 80 million | Similar | | Hong Kong and Mainland China | 98 million | +2% | [Financial Position and Outlook](index=5&type=section&id=Financial%20Position%20and%20Outlook) This section outlines the Group's financial strength, ongoing sustainable development initiatives, post-balance sheet events, and future strategic outlook [Continued Strong Financial Position](index=5&type=section&id=Continued%20Strong%20Financial%20Position) The Group maintains a robust financial position with HKD 4.7 billion in cash and a stable net debt to total capital ratio of 10.6%, retaining an 'A/Stable' credit rating from S&P Financial Position (June 30, 2025) | Indicator | Value | | :--- | :--- | | Cash Holdings | HKD 4.7 billion | | Net Debt to Total Capital Ratio | 10.6% | | Pro-forma Net Debt to Total Capital Ratio | 48.7% | | S&P Credit Rating | A/Stable | [Sustainable Development Projects](index=5&type=section&id=Sustainable%20Development%20Projects) The Group is actively advancing sustainable development projects in its UK and Australian distribution networks, including smart grids, EV charging, and clean hydrogen/biomethane initiatives, aligning with global decarbonization trends - The Group is advancing sustainable development projects in the UK and Australia, including smart grids, EV charging infrastructure, and clean hydrogen/biomethane initiatives[19](index=19&type=chunk) [Post Balance Sheet Events](index=5&type=section&id=Post%20Balance%20Sheet%20Events) In July 2025, the Group's joint venture signed an agreement to dispose of the UK Rails project, which is expected to significantly reduce the Group's net debt to total capital ratio upon completion - The Group signed an agreement in July 2025 to dispose of the UK Rails project, which is expected to significantly reduce the Group's gearing ratio upon completion[20](index=20&type=chunk) [Outlook](index=6&type=section&id=Outlook) Chairman Mr. Victor Li noted that despite challenging macro conditions, infrastructure modernization and decarbonization present growth opportunities, positioning CK Infrastructure to pursue acquisitions while balancing stability and growth - The company demonstrates strength through its strong recurring income and predictable cash flows amidst global economic uncertainties[21](index=21&type=chunk) - Tightening public finances, rising cost of capital, and infrastructure modernization demands create competitive advantages for financially strong players[21](index=21&type=chunk) - The Group will continue to collaborate with strategic partners like CK Asset and Power Assets to pursue acquisition opportunities, maintaining prudence without a 'must-win' mentality[21](index=21&type=chunk) [Financial Overview and Corporate Governance](index=7&type=section&id=Financial%20Overview%20and%20Corporate%20Governance) This section details the Group's financial resources, treasury management, gearing ratio, and commitment to corporate governance and employee management [Financial Resources, Treasury Arrangements, and Gearing Ratio](index=7&type=section&id=Financial%20Resources%2C%20Treasury%20Arrangements%2C%20and%20Gearing%20Ratio) As of June 30, 2025, the Group held HKD 4.721 billion in cash and deposits and HKD 20.706 billion in total loans, with the net debt to total capital ratio rising to 10.6% due to hedging derivative cash movements Financial Resources Summary (June 30, 2025) | Indicator | Amount (HKD) | | :--- | :--- | | Total Cash and Deposits | HKD 4.721 billion | | Total Loans | HKD 20.706 billion | | Net Debt | HKD 15.985 billion | | Net Debt to Total Capital Ratio | 10.6% | - The Group uses derivatives to hedge currency and interest rate risks, with a total notional amount of **HKD 58.199 billion** for such instruments at period-end[24](index=24&type=chunk) [Employees and Corporate Governance](index=8&type=section&id=Employees%20and%20Corporate%20Governance) As of period-end, the Group employed 2,277 staff with HKD 510 million in employee expenses, maintaining high corporate governance standards and complying with all provisions of the Corporate Governance Code - The Group, excluding associates, employed **2,277 staff** with related expenses of **HKD 510 million**[27](index=27&type=chunk) - The company complied with the Corporate Governance Code under Hong Kong Listing Rules during the reporting period, with established Audit, Remuneration, Nomination, and Sustainability Committees[29](index=29&type=chunk)[30](index=30&type=chunk)[32](index=32&type=chunk)[33](index=33&type=chunk)[34](index=34&type=chunk) [Consolidated Financial Statements](index=12&type=section&id=Consolidated%20Financial%20Statements) This section presents the Group's consolidated financial statements, including the income statement, statement of financial position, and segment information [Consolidated Income Statement](index=12&type=section&id=Consolidated%20Income%20Statement) For the six months ended June 30, 2025, the Group's revenue was HKD 20.359 billion, up 6.6% year-on-year, with profit for the period at HKD 4.565 billion and profit attributable to shareholders at HKD 4.348 billion Consolidated Income Statement Summary (Six Months Ended June 30) | Indicator (HKD millions) | 2025 | 2024 | YoY Change | | :--- | :--- | :--- | :--- | | Revenue | 20,359 | 19,090 | +6.6% | | Profit Before Tax | 4,619 | 4,577 | +0.9% | | Profit for the Period | 4,565 | 4,524 | +0.9% | | Profit Attributable to Company Shareholders | 4,348 | 4,311 | +0.9% | | Earnings Per Share (HKD) | 1.73 | 1.71 | +1.2% | [Consolidated Statement of Financial Position](index=13&type=section&id=Consolidated%20Statement%20of%20Financial%20Position) As of June 30, 2025, the Group's total assets were HKD 164.622 billion, total liabilities HKD 29.387 billion, and net assets HKD 135.235 billion, with equity attributable to company shareholders at HKD 125.271 billion Consolidated Statement of Financial Position Summary (HKD millions) | Indicator | June 30, 2025 | December 31, 2024 | | :--- | :--- | :--- | | Total Non-Current Assets | 159,050 | 148,365 | | Total Current Assets | 5,572 | 9,472 | | Net Assets | 135,235 | 131,243 | | Equity Attributable to Company Shareholders | 125,271 | 121,280 | [Segment Information](index=16&type=section&id=Segment%20Information) Geographically, the UK was the largest profit contributor at HKD 2.223 billion, up 19%, while Power Assets contributed HKD 1.095 billion, with Australia and Canada declining and Continental Europe, Hong Kong, and Mainland China growing Segment Profit Attributable to Company Shareholders (HKD millions) | Segment | 2025 H1 | 2024 H1 | YoY Change | | :--- | :--- | :--- | :--- | | Power Assets | 1,095 | 1,082 | +1.2% | | UK | 2,223 | 1,865 | +19.2% | | Australia | 793 | 864 | -8.2% | | Continental Europe | 432 | 419 | +3.1% | | Hong Kong and Mainland China | 98 | 96 | +2.1% | | Canada | 275 | 301 | -8.6% | | New Zealand | 80 | 80 | 0.0% |


长江基建集团(01038) - 2025 H1 - 电话会议演示
2025-08-13 01:30
CK Infrastructure Holdings Limited INTERIM RESULTS 2025 13 AUGUST 2025 CK Infrastructure Holdings Limited Contents Highlights Financial Review and Financial Management International Businesses Updates Sustainability Updates Appendices ▪ Regulated Businesses Updates ▪ M&A Outlooks Key Messages | ▪ Solid Financial | Profit contributions from operations +6% y-o-y | | --- | --- | | ▪ Performance in 1H25 | Profit attributable to shareholders was +1% y-o-y to | | | HK$4.3 billion in 1H25 | | Sustainable Dividend ...
中证香港100公用事业指数报1327.64点,前十大权重包含长江基建集团等
Jin Rong Jie· 2025-08-08 07:47
金融界8月8日消息,上证指数低开震荡,中证香港100公用事业指数 (H100公用,L11189)报1327.64点。 数据统计显示,中证香港100公用事业指数近一个月上涨1.90%,近三个月上涨1.11%,年至今上涨 1.17%。 据了解,中证香港100行业指数系列将中证香港100指数样本按中证行业分类标准进行分类,再以各自行 业全部证券作为对应行业指数的样本。该指数以2004年12月31日为基日,以1000.0点为基点。 从中证香港100公用事业指数持仓的市场板块来看,香港证券交易所占比100.00%。 从中证香港100公用事业指数持仓样本的行业来看,火电占比61.89%、燃气占比38.11%。 资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整,调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前,权重因子一般固定不变。特殊情况下将对指数进行临时调整。当对应的母指数调整样本时, 行业指数样本将相应调整。当样本公司有特殊事件发生,导致其行业归属发生变更时,将对指数进行相 应调整。当样本退市时,将其从指数样本中剔除。样本 ...
长江基建集团(01038) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表

2025-08-04 08:42
FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: CK Infrastructure Holdings Limited 長江基建集團有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01038 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 4,000,000,000 | HKD | | 1 HKD | | 4,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 4,000,000,000 | HKD | | 1 HKD ...

