據(jù)ICIS-MRC網(wǎng)站5月19日莫斯科報(bào)道，據(jù)路透社日前報(bào)道，意大利能源集團(tuán)埃尼(Eni)計(jì)劃明年剝離其新零售和可再生能源業(yè)務(wù)的少數(shù)股權(quán)。此前，埃尼宣布第一季度利潤低于預(yù)期。

　　包括西班牙雷普索爾(Repsol)在內(nèi)的幾家歐洲能源公司計(jì)劃剝離部分可再生能源業(yè)務(wù)，以籌集資金減少債務(wù)，并為從油氣轉(zhuǎn)向其他能源提供資金。埃尼表示，計(jì)劃明年上市或出售該業(yè)務(wù)的少數(shù)股權(quán)，該業(yè)務(wù)包括可再生能源和零售能源銷售。

　　Jefferies的分析師表示，擁有1000萬客戶，并計(jì)劃到2025年將綠色發(fā)電量提高到5吉瓦以上的該業(yè)務(wù)，包括債務(wù)在內(nèi)，其價(jià)值可能達(dá)到90億歐元（約合108.9億美元）。埃尼集團(tuán)預(yù)計(jì)，到2024年，新部門的核心收益（即息稅折舊攤銷前利潤，EBITDA）將幾乎翻番，達(dá)到10億歐元。

　　該公司首席財(cái)務(wù)官Francesco Gattei在與分析師的電話會(huì)議上表示，這兩家公司的合并顯然可能使該公司(EBITDA)的市盈率達(dá)到兩位數(shù)。

　　由于油價(jià)上漲抵消了產(chǎn)量下降的影響，埃尼第一季度調(diào)整后凈利潤增長了近5倍，達(dá)到2.7億歐元(3.27億美元)。這一業(yè)績低于分析師預(yù)期的約4.4億歐元，部分原因是天然氣和煉油利潤表現(xiàn)疲弱。運(yùn)營現(xiàn)金流下降12%至16億歐元。

　　去年因疫情大規(guī)模的封鎖限制了燃料需求，促使埃尼集團(tuán)等能源集團(tuán)控制投資和回報(bào)。但由于需求開始回升，受油價(jià)上漲提振，歐洲能源企業(yè)今年的盈利有所增加。

　　該集團(tuán)表示，正在尋找收購機(jī)會(huì)，以擴(kuò)大其綠色業(yè)務(wù)，使其可再生能源產(chǎn)能從今年的1吉瓦增至2024年的4吉瓦，并將重點(diǎn)放在美國和南歐。今年，該公司預(yù)計(jì)將出售價(jià)值約5億歐元的資產(chǎn)，同時(shí)購買價(jià)值10億歐元的資產(chǎn)。

　　郝芬 譯自 ICIS-MRC

　　原文如下：

　　Eni to spin off minority stake in its new retail and renewable business

　　Italian energy group Eni is planning to spin off a minority stake in its new retail and renewable business next year, after announcing first quarter profits that missed expectations, reported Reuters.

　　Several European energy companies, including Spain's Repsol , aim to divest parts of their renewables business to raise money to reduce debt and pay for the shift away from oil and gas. Eni said it planned to list or sell a minority stake in the business that includes renewable energy and retail energy sales next year.

　　Analysts at Jefferies said the business, which has 10 million customers and plans to grow green power generation to over 5 gigawatts (GW) by 2025, could be worth EUR9 billion (USD10.89 billion) including debt. Eni expects the new unit to almost double its core earnings, or EBITDA, by 2024 to EUR1 billion.

　　"The combination of these two entities clearly could move the vehicle to the range of a double-digit multiple (to EBITDA)," CFO Francesco Gattei said on a call with analysts.

　　In the first quarter, Eni's adjusted net profit jumped almost five times to 270 million euros (USD327 million) as firmer oil prices offset lower production. The result was below an analyst consensus of about EUR440 million, in part due to a weaker performance in gas and refining margins. Cash flow from operations fell 12% to EUR1.6 billion.

　　Pandemic lockdowns throttled fuel demand last year prompting energy groups like Eni to rein in investments and returns. But Europe's energy companies this year have posted increased earnings boosted by higher oil prices as demand starts to pick up.

　　The group said it was looking for acquisitions to grow its green business to reach 4 GW of renewable capacity by 2024 from 1 GW this year, with a focus on the US and southern Europe. In 2021 the company expects to make disposals worth around EUR500 million while buying assets worth EUR1 billion.

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